Transaction Pipeline

The Transaction Pipeline tracks your EDI orders from Purchase Order through to payment — one card per order, moving through stages as documents are exchanged. Available at /pipeline.

What is the Pipeline?

The pipeline is a visual board that shows where each order stands in your EDI workflow. Instead of searching through individual documents, you can see every open order at a glance — which ones need action, which are waiting on your trading partner, and which are complete.

Pipeline Stages

Stage	What it means	Triggered by
PO Received	An 850 Purchase Order came in from your trading partner	Inbound 850
PO Acknowledged	You sent an 855 Purchase Order Acknowledgment	Outbound 855
Shipped	You sent an 856 ASN (Ship Notice)	Outbound 856
Invoiced	You sent an 810 Invoice	Outbound 810
Paid	You received an 820 Remittance Advice confirming payment	Inbound 820
Complete	All documents for this order have been exchanged	Manual or automatic

Creating a Pipeline Flow

Go to /pipeline
Click + New Flow
Enter the PO number and select the trading partner
The flow starts at PO Received — advance it manually as documents are exchanged

Flows can also be created automatically when an inbound 850 is received through an active endpoint.

Advancing a Flow

To move an order to the next stage, open the flow card and click Advance Stage. You can also set a specific stage directly using Set Stage if the order skipped a step or you're catching up on an existing order.

Reading the Board

Each column on the board is a pipeline stage
Cards show the PO number, trading partner name, and how long the order has been in the current stage
Cards highlighted in amber have been in the current stage longer than expected — a prompt to take action
Click any card to view the full detail and document history for that order

ℹ️ Large retailers like Walmart and Target have strict SLA windows — for example, an 856 must be sent within 24 hours of shipment, and a 997 within 24 hours of receiving any document. The pipeline helps you see which orders are approaching those deadlines.

Deleting a Flow

Flows that are complete or entered in error can be deleted from the flow detail view. Deleting a flow does not delete the underlying documents from your Document Vault.