Glossary term

Electronic Data Interchange (EDI)

Definition

A standardized electronic format for exchanging business documents such as purchase orders, invoices, and shipping notices directly between the computer systems of trading partners. It replaces paper or email documents with structured transaction sets that flow automatically between buyer and supplier.

Electronic Data Interchange (EDI) is a standardized electronic format for exchanging business documents, such as purchase orders, invoices, and shipping notices, directly between the computer systems of trading partners. It replaces paper, PDFs, and email attachments with structured transaction sets that flow automatically from one system to another. Because both sides agree on the format in advance, the data can be processed without a human retyping it.

How it works

Each document type maps to a numbered transaction set defined by a standard such as ANSI X12 (common in North America) or EDIFACT (common internationally). A purchase order is an 850, an invoice is an 810, and an advance ship notice is an 856. The buyer’s system generates the document, translates it into the agreed format, and transmits it over a network such as AS2, SFTP, or a value-added network (VAN). The supplier’s system receives it, validates it, and loads it into their order or ERP system.

Why it matters

Large retailers, distributors, and manufacturers often require EDI as a condition of doing business. It reduces manual entry errors, speeds up order-to-fulfillment cycles, and creates an auditable trail. For a supplier, being “EDI capable” can be the gate to winning bigger accounts.

How it relates to B2B quoting on Shopify

EDI usually handles the transactional stage after a price is agreed. Quoting sits upstream: a buyer requests pricing, you negotiate, and the accepted quote becomes an order. On Shopify, an accepted quote can convert into a draft order or order that then feeds your fulfillment and, where required, an EDI pipeline through a connector or middleware. Knowing where quoting ends and EDI begins helps you map the full buyer workflow. See the B2B quoting glossary for related terms.

Frequently asked

Is EDI the same as an API integration?

No. Both move data between systems, but EDI uses standardized transaction sets (like X12 or EDIFACT) over networks such as AS2 or SFTP, often in batches. APIs are typically real-time and use formats like JSON. Many modern setups bridge the two with middleware.

Do I need EDI to sell B2B on Shopify?

Not always. Smaller buyers are usually fine with quotes, draft orders, and standard checkout. EDI becomes relevant when a large retailer or distributor requires it as a trading condition, in which case you connect Shopify to an EDI provider or middleware.

Where does quoting fit relative to EDI?

Quoting happens before the transaction, when price and terms are still being agreed. EDI handles the documents that follow, such as the purchase order and invoice, once the buyer commits to an order.

Turn quote requests into paid orders

ShopQuotes is a free-to-start Shopify app for branded, checkout-ready quotes.