Actions & Action Templates
Inviting New Users
Partnership Billing Settings
Setting Billing Address
Single Sign-On (SSO)
Terms of Service
Check Order Status
Packing Slips - Buyers
Sending Test Orders
Signing Up As A Buyer
Syncing Order Updates
Connecting Your Platform
Fixing SKUs in Scientific Notation
How to Set Up Pricing
Marking Products Active
Seller Quickstart Guide
The 4Ps of Seller Onboarding
Building API Integrations
Connecting through EDI
Connecting through SFTP
Connecting through Seller EDI
Connecting through Seller EDI - Advance Ship Notice (856) Specification
Connecting through Seller EDI - Inventory Update (846) Specification
Connecting through Seller EDI - Invoice (810) Specification
Connecting through Seller EDI - Purchase Order (850) Specification
Connecting through Seller EDI - Purchase Order Acknowledgements (855) Specification
Connecting through Web App
Getting Started with the Buyer API
How Inventory Sync Works
Integrating your CRM
Supported Connection Methods
Updating Shipping Information
Downloading EDI Files related to Purchase Orders
How to Resend an Advance Ship Notice
How to Resolve " Your SFTP user requires delete permission on your SFTP server."
How to Resolve "Already Processed Files"
How to Resolve "Unable to access your SFTP server"
How to Resolve "Your SFTP user requires read permission on your SFTP server"
How to Resolve "Your SFTP user requires write permission on your SFTP server."
Migrating Ecommerce Platforms
Using REF Segments for Identifying Vendors instead of an ISA ID
Table of Contents
Updated by Jessica Powell
The first step in forming a new trading partner relationship is inviting them to the Convictional network.
If the seller you wish to connect with already has a Convictional account, they will receive an email notifying them that you would like to trade with them.
If they do not already have an account, they will receive an email prompting them to create an account in order to trade with you.
Inviting A Partner
To invite a partner, head to Partners, and then click "Invite" in the top right corner.
You'll then be prompted to input the email of the seller who you wish to partner with.
Input their email and then click "Invite".
Steps shown below:
You're done! Your partner will receive an invitation email that allows them to easily onboard and get connected with you.
Your seller now has an invitation to connect with you. Time to help them finish onboarding via a call or by sending them the 4P's of Seller Onboarding.