Automation of electronic document management through the SMART EDI extension

In the modern economic space, it is extremely important for entrepreneurs to optimize business processes and focus on strategic tasks, but often a lot of time and resources are spent on processing and distributing the necessary documents, as well as exchanging messages with customers.

We are pleased to announce the release of SMART EDI, a tool that expands the basic functionality of Business Central, automating the exchange of electronic documents through the largest providers of this service in Ukraine: Vchasno and EDIN.

How does it work?

SMART EDI will help optimize and establish the processes of electronic document exchange through the largest providers of this service in Ukraine. Currently, integration with Vchasno and EDIN is supported in such formats as xml, pdf, doc, etc.

Functional capabilities:

1. Receiving an electronic sales order from a customer, as well as other incoming documents from counterparties, directly in Business Central.
2. Organization of the process of sending electronic messages on the order, invoicing customers and sending other related sales documents (acts of work performed, invoices, etc.).
3. Flexible customization of templates for sending documents to customers.

SMART EDI provides the following benefits:

• Work with electronic documents received through different providers in one interface of Business Central.
• You receive a ready and generated customer order immediately in Business Central.
• No additional actions are required to send documents: the system itself generates and sends documents upon corresponding events in the system.
• Reducing manual input, saving time and minimizing the risk of losing information in the process of interacting with the customer.

Configuring counterparties to exchange documents

Configuring a document template for sending

List of incoming documents

Card of a received incoming document

Received EDI order from a customer

The SMART EDI extension to Microsoft Dynamics 365 Business Central is a convenient tool that allows you to flexibly customize the document exchange process with each of your customers, ensuring fast and convenient work. The extension allows you to reduce the risk of errors, accelerate document generation processes, while saving you time and resources, and is already available on AppSource: appsource.microsoft.com

Have additional questions about SMART EDI? Contact us: sales@smart-it.com