Before You Begin
Applies to: Toast Retail
Permissions needed:
Permissions 4.5 & 5.2 are required to request an EDI connection
What you'll accomplish: Submit an EDI connection request to Toast Customer Care and receive a case number you can use to track it.
What You Need to Provide
Electronic Data Interchange (EDI) lets a supplier send invoice data straight into Toast Retail, so you do not have to upload or scan those invoices yourself.
Have the following ready before you reach out. Providing all of it up front prevents delays:
Location name — the specific location connecting to the supplier
Contact details — the name, phone number, and email address that should receive follow-up, as they appear in Toast Web
Supplier name — the exact name of the supplier you want to connect
Your account number with the supplier — the customer or account ID the supplier assigned to you
A recent invoice from the supplier — a digital copy or photo
Note: If you are not sure where to find your account number, check a recent invoice from that supplier or your supplier's online portal.
Request Your EDI Connection
Navigate to the Toast Support Center and start a chat with Customer Care.
Tell the agent you want to request an EDI connection for Toast Retail.
Provide the location name, contact details, supplier name, and your account number with that supplier.
Share a copy of a recent invoice from the supplier when the agent asks for it.
Confirm the case number the agent gives you before the chat ends.
Expected outcome: Your request is recorded as an open case, and you have the case number you need to follow it.
What to Expect After You Submit Your Request
Once your request is submitted, Toast contacts your supplier directly to set up the connection. Your case stays open the whole time, even after the chat ends.
Supplier response times vary from one week to several weeks, depending on the supplier
You can check your case at any time in the Toast Support Center
You are notified through your case when the connection is live
Note: Not every supplier supports an EDI connection. If yours does not, Toast Retail offers other ways to bring invoices in automatically — see Toast Retail: Import Invoices.
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