A vendor may have already provided you with your connection user name and password, if you have contacted them to say you wish to trade with them electronically.


You must also tell the vendor that you want to also collect Terms Files, Stock Files and Electronic Purchase Invoices from them so they can set this up for you(depending on the services offered).


To setup a vendor for EDI trading in Prima:

  • Go into the Vendor company record
  • Click into the Vendor tab
  • You will see an area in the bottom left for EDI setup; the Connection Type is where you can select the vendor you are setting up, for example for SP Richards, from this list choose SPR EDI.
  • The Connection User Name and Connection Password are provided by the vendor, so you will need to ask them for these details.
  • In the Vendor Code for field you will need to replicate the Connection User Name.