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EDI (or Electronic Data Interchange) is used to save and send data in an electronic format from 1 location to another.
Paragon DMS uses EDI to send Group Account Invoices from the Dairy Depot to the Contract Supplier (ie. Local Council, or Independent Dairy Consortium).
Data can be sent via EDI in 1 of 2 ways: - Excel Spreadsheet (commonly used by county councils)
- IDC EDI format (the data is saved in .csv format)
Setting Up EDI  | To switch on EDI, click on
Tools > System Options | | | |  | Click on the EDI tab.
Enter your IDC code (if you have 1, it’ll be assigned to you by the contract supplier).
Select the version of Excel that you are running on your system. | | | |  | Click on the Email Gateway tab.
Check that your email settings are correct.
(Email address, outgoing server, etc ...)
It's likely that these are already set up. | Your Paragon system is now setup to use EDI; you now need to set up your Group Accounts to send data via EDI.  | From the main screen, click on
Depot > Group Accounts > Maintenance … | | | |  | This screen lists all your Group Accounts. Highlight the account you wish to edit and click on View Associated Accounts | | | |  | Double-click each customer. | | | |  | Click Modify Customer | | | |  | In the Cost Centre box, enter the unique code for that customer (given to you by the contract supplier) Click Save. Close out of the Customer Screen (and Associated Accounts screen) | | | |  | Highlight account you wish to edit & click Edit. Enter details (inc. email address) Select EDI type Click Save, then close out of the Group Accounts screen. | Your Group Accounts are now set up to send data via EDI.
To send reports to the contract supplier using EDI, you first decide on the method you wish to use. If using Excel Spreadsheet method (usually used when sending to county councils)  | Click Depot > Group Accounts > Reporting | | | |  | Select the Group Account and click Invoice Summary | | | |  | Select the week you wish to report on. Click Ok | | | |  | You will be asked if you wish to preview the report. | | | | 
| Clicking Yes will open the report in Excel. (Some computers may open this behind the Paragon window) | | | |  | After closing the report (or if No was clicked), you will now be asked if you wish to send the email. Clicking Yes will send the email to the address supplied earlier. No will cancel the procedure. | If using IDC EDI format method (used when sending to IDC) | Click Depot > Group Accounts > Reporting | | | | | Select the Group Account and click Delivery Report for Individual Accounts | | | | | Select the week you wish to report on. Click Ok The report (in .csv format) will automatically be sent to the email address provided earlier. |
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