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CovalentWorks MyB2B EDI Customer Setup Information

View a video on how to fill out the form

In order to initiate the EDI process with your Trading Partner(s), please provide us with the following information. Please also contact your Trading Partner(s) and let them know CovalentWorks will be communicating with them on your company's behalf to begin the EDI testing process. Submit one form for each trading partner you want to have implemented. Thank you!

Check here if you have sent us your credit card info for first EDI set up.
Check here if you are our current client with at least one Trading Partner.
Check here if you want to reactivate one or more suspended accounts.
Check here if you are potentially interested in EDI via CovalentWorks.

PART I - Complete Profile of Your Company

All fields marked with * (asterisk) are mandatory.
Company Name :*  
Street Address : * (Including Suite, #...Maximum: 55 character)  
City :*
(Maximum: 30 characters)		  
State:*
(2 characters)		  
Zip/Postal Code: *
(Maximum: 15 characters)		  
Telephone: *  
Fax:*  
Use the above address as my Remit To Address
Use the above address as my Seller Address:
Use the above address as my Ship From Address:

If you answered No to any of the above three addresses, please fill out the address on part 3 of this form below.

DUNS Number - This number is assigned by Dun & Bradstreet :(9-digit number without spaces or dashes)    

UCC Company ID NUMBER - This is the first 6 or 8 digits of your UPC number (6 or 8 digits)   

Phone Number ID:* This is your phone number including area code without dashes, spaces or parenthesis    (Example: 7139330590, Maximum: 15 characters)

Your Main EDI contact person at your company:

Name:*

 

E-Mail:*

   

Telephone:*

 

Cell Phone:

 
Additional E-mail addresses you want to receive PO notifications
(separated by semi-colon example: abc@abc.com;xyz@abc.com)

PART II - Trading Partner (usually your customer) EDI contact information
Trading Partner Name: *  
EDI Contact's Name:*  
(Contact your Trading Partner to obtain the name of the person in the EDI department who is assigned to your company.)
E-Mail:*    
(Contact your Trading Partner to obtain the email address.)
Telephone:*  
(Contact your Trading Partner to obtain the phone number)
Vendor Number:*  
** You must have your trading Partner assign a vendor number to your company.
** A valid vendor number is required for us to proceed with your set up.
** Your sales person at your company or the buyer at your trading partner will be able to give it to you.
** We will use the vendor number to request test transactions and to ensure that your company is correctly identified.
** Please give short explanation if you do not have Vendor Number or it is complicated.
 
 If you currently have an EDI provider from whom you are switching to CovalentWorks, then please answer the following three questions. Leave these three fields blank if you are new to EDI.
Name of your current EDI provider:
Qualifier (2 characters):
Sender/Receiver ID (Maximum: 15 characters):
Any explanation, comments or additional information you would like for us to know about.
PART III - Optional Additional Address Information
Remit To Address (if different from your main company address)
Remit To Name:
Street Address :  (Including Suite, #...Maximum: 55 character)
City
(Maximum: 30 characters)
State:
(2 characters)
Zip/Postal Code:
(Maximum: 15 characters)
PART III - Optional Additional Address Information
Seller Address (if different from your main company address)
Seller Name:
Street Address :
 (Including Suite, #...Maximum: 55 character)
City
(Maximum: 30 characters)
State:
(2 characters)
Zip/Postal Code:
(Maximum: 15 characters)
PART III - Optional Additional Address Information
Ship From Address (if different from your main company address)
Ship From Name:
Street Address :
 (Including Suite, #...Maximum: 55 character)
City
(Maximum: 30 characters)
State:
(2 characters)
Zip/Postal Code:
(Maximum: 15 characters)