Orgill EDI

Orgill EDI connects Rundoo to Orgill's hardware distribution network over Electronic Data Interchange, so when you send a purchase order in Rundoo it flows straight into Orgill's system, and when Orgill ships the product back to you a pending EDI shipment is waiting in Rundoo for you to attach to a draft PO — no manual re-keying either direction.

In the POS mode, open the Vendors tab in the left sidebar — Orgill is just a Rundoo Vendor with an integration paired to it. The day-to-day effect shows up in the Orders tab (left sidebar), where a Select shipment button on a new or draft PO lets you pull line items straight from Orgill's pending EDI shipments.

What Orgill EDI does

Rundoo's EDI connection to Orgill runs two document flows:

• EDI 850 — Purchase Order. When you send an order to your Orgill vendor from Rundoo, Rundoo transmits an 850 to Orgill instead of (or in addition to) emailing a PDF. Orgill's warehouse picks it up directly.

• Shipment notifications. When Orgill ships you product, their system transmits a shipment notification back. Rundoo stores it as a pending EDI shipment that you attach to a draft PO with one click — vendor, line items, and quantities pre-fill from the shipment, so no re-keying off a paper packing slip.

This is the integration most Orgill dealers care about: receiving. An Orgill affiliate placing weekly restock orders gets every inbound truck auto-loaded into Rundoo ready to receive against, instead of typing a paper packing slip into a blank PO.

Enabling Orgill EDI on your Rundoo vendor

Setting up Orgill EDI is two sides meeting in the middle: Rundoo needs your Orgill vendor record paired to the Orgill integration, and Orgill needs its EDI system pointed at your Rundoo company. Rundoo's support team handles the Orgill side — you handle the Rundoo side below.

Step 1: Email Rundoo Support to pair the Orgill vendor

Vendor pairing is a server-side operation handled by Rundoo Support — there's no in-app dropdown for it on your end. Email support@rundoo.ai with the name of your Orgill vendor record (or see Vendors and add one first if you don't have an Orgill record yet — name it Orgill so we can find it). We pair it to the Orgill integration on our side and confirm back.

Once we've paired it, two visible signals appear on the Orgill vendor's detail page:

• A plug icon next to the vendor name in the page header.

• The helper text "Orders will be sent through EDI" under the Vendor name field on the Vendor information section.

Those two markers are how you know pairing landed. If you don't see them after we've confirmed, refresh the page.

Step 2: Confirm the EDI marker

Once we've paired your vendor and Orgill has completed their side of the provisioning, the Vendor information section's Vendor name field shows the helper text "Orders will be sent through EDI." That line is how you know the vendor is live on EDI — any PO you send to this vendor now goes out as an EDI 850, not an email.

Step 3: Set the email fallback (optional)

In the Ordering section, the Orders email field and the Include PDF Order in email / Include XLXS Order in email toggles control the email fallback. With EDI live, POs go over EDI regardless of what's here — but dealers often keep Orders email set to their Orgill rep and Include PDF Order in email on so their rep also receives a PDF copy as a reference. Leave it off if you don't want the duplicate email.

Day-to-day: ordering and receiving

Once Orgill EDI is paired, the flows you already know work without a second thought. Orgill just becomes the pipe.

Placing an Orgill order

Build a PO like any other — open Orders in the left sidebar, click New order, pick your Orgill vendor, add products, and send. Because the vendor is EDI-paired, the send button transmits an EDI 850 to Orgill. The PO lands in your Ordered top tab; Orgill's warehouse receives it directly. See Purchase orders for the full PO-building flow.

Receiving an Orgill shipment

When Orgill ships product to you, their shipment notification flows back to Rundoo as a pending EDI shipment you attach to a draft PO — Rundoo does not auto-create a PO in the Ordered tab on its own. In the Orders left tab, click New order and pick your paired Orgill vendor. The right-side Purchase order sidebar shows a Select shipment (N) button listing pending EDI shipments for that vendor — click it, pick the shipment from the modal, and Rundoo populates the draft with the vendor, line items, and quantities from the shipment notification.

Send the draft. The PO moves to the Ordered top tab, where you receive against it the same way you'd receive any PO — verify quantities against the physical shipment, then submit. See Order receipts for the receiving flow end-to-end.

Browsing Orgill's catalog in Rundoo

Beyond ordering and receiving, Rundoo indexes Orgill's full product catalog so you can pull products in without typing them by hand. In the POS mode, open the Products left tab, then the Integrations top tab. The Vendor catalogs dropdown in the top-right lets you scope the view to a specific vendor catalog; scoped to Orgill, the table lists every product in Orgill's catalog with SKU, UPC, and Name.

Check the rows you want, then click Import to inventory (bottom-right) to create those products in your catalog with Orgill's SKU, UPC, and description pre-filled. Useful when a customer asks for something you don't stock — pull it in, add it to a special-order PO, done.

Recommended Rundocs

• Vendors — creating and editing the Orgill vendor record the integration pairs to.

• Purchase orders — building and sending orders, the mechanic EDI 850 rides on.

• Order receipts — receiving against POs you've populated from EDI shipments.