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Webinar: Transaction Manager - Practical Overview

Watch this recording for a user-focused overview of key concepts in Transaction Manager such as the Trading Partner List, Item Catalog, Address List, Templating & More.

Written by Anthony Hodge
Updated over a week ago

Product: Transaction Manager


About this Webinar

This session provides an end‑to‑end overview of Transaction Manager, demonstrating how to work with EDI trading partners and transactions from setup through daily operations. It explains how users can manage partner lists, item catalogs, and address lists and use folders for organizing transactions. It also highlights the use of templates and automation to save time and reduce manual work (e.g., PO → 855) as well as status indicators, errors, and raw EDI data for troubleshooting common issues.

The webinar concludes with practical tips on accounting, shipping, and how EDI teams can use Transaction Manager to stay compliant and streamline their daily operations. See Q&A handout below.


Additional Content

Session: Winter 2023

rev: 4/07/26

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