The Crisp EDI portal allows you to easily monitor and manage every EDI order, shipment, and payment. The portal home screen allows you to quickly perform important EDI tasks. You can use the following map of the screen to guide you:
Alerts
Review important updates like system maintenance, new features and reminders.
Action tiles
The following tiles help you quickly manage orders, track activity, or access resources to help you get the most out of the EDI portal.
- Orders to Accept: View and manage orders that require a
response (with a notification counter showing the number of orders that attention). - Order Activity: Track recent orders and changes from your customer.
- Recent Reports: Access the latest business reports (with a notification counter showing the number of new reports).
- Learning Academy: Master our product with comprehensive training materials and courses.
- Support: Get support contact information.
- Coming Soon: Stay up-to-date with our latest features and improvements.
Partner (filter)
Easily filter by partner from any screen. When you select an option from this drop-down, all screens in the application filter by the selected partner.
Actions (menu)
Allows you to quickly perform the most common EDI tasks, from any screen in the application.
Sidebar menu
The comprehensive menu of all the functionality available in the Crisp EDI portal.