<aside> 🔒 Internal — Rundoo CX runbook. This page is for Rundoo staff standing up vendor EDI connections for clients. It captures the guides at george.doo.run/edi-setup. The customer-facing counterparts are the Benjamin Moore and Orgill EDI Rundocs — keep internal vendor contacts and internal-tool steps here, not there.

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Status of each vendor-partner guide: Benjamin Moore (Paint), Orgill (Hardware distribution), and House Hasson (Hardware distribution) are ready below. True Value, Do It Best (Hardware co-ops), and Emery Jensen (Hardware distribution) are still template stubs on the source site — no setup instructions written yet.

Benjamin Moore

Overview

Standing up Benjamin Moore EDI for a client is a coordinated flow: you kick it off with Benjamin Moore's team, get the client's product UPCs into compliance, then run a test order against Benjamin Moore's test vendor before flipping the client over to the live Benjamin Moore integration.

Prerequisites

• The client's Benjamin Moore UPCs must be in compliance — this is handled by Benjamin Moore's Retailer Support (RSOS) team (step 2; see Contacts).
• Benjamin Moore contacts to coordinate with: Matt Karmowski and Tom Wu (see Contacts).

Setup steps

1. Email Matt Karmowski and Tom Wu letting them know we want to set up EDI with a client.

2. Make sure the client's product UPCs are all in compliance. (You'll likely need to rope in Benjamin Moore's Retailer Support (RSOS) team for this — see Contacts.)

3. Set the integration vendor for the client's Benjamin Moore vendor to Benjamin Moore.

   

   Settings → Integrations — set the Integration Vendor dropdown to Benjamin Moore (red box).

4. In the integration vendor section, press Assign Vendor SKUs.

   

   Press the Assign vendor SKUs button (red box) — not the blue "Sync catalog data to products" button below it.

5. Switch the vendor to Benjamin Moore Test.

   <aside> ⚠️ IMPORTANT: Please stay in contact with the client during the testing phase — if they try to send orders while the integration is attached to the Benjamin Moore Test vendor, the order will go to the test inbox and will NOT be processed.

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   Integration Vendor switched to Benjamin Moore Test (red box).

6. Send the test order when Tom and Matt ask for it.

7. Wait for their OK and for them to send back a shipment + invoice.

8. If you see the shipment come through in the top right on the order you sent, you're good. (See Verify below.)

   

   On the order you sent, the returned shipment shows up in the top-right shipment selector (red box).

9. Set the integration vendor on the Benjamin Moore vendor back to Benjamin Moore (off the Test vendor).

Verify the connection