Standardized processes for exchanging documents with craft customers

As a wholesaler, you handle a large number of business documents such as delivery bills, order confirmations or order statuses with your trade customers on a daily basis. However, these documents are often exchanged in different ways and in different formats - for example by email, as PDF attachments or in paper form.

This brings with it many challenges:

• High manual effort when assigning, forwarding and processing the documents.
• Prone to errors when entering and transferring receipt data.
• Multiple queries from trade customers because receipts have been incorrectly assigned or are missing.

All of this costs time and makes your work unnecessarily complicated. In addition, receipts that are processed manually or offline are often not digitized and stored in the system. As a result, the tradesman software is not aware of the processes, which makes invoice verification considerably more difficult, for example.

Thanks to the Open Document Exchange (ODX) standard, documents can now be exchanged digitally in a hybrid format - similar to the ZUGFeRD invoice - between wholesalers and tradespeople. For you, this means fewer manual steps and fewer sources of error.

With XD Cloud Customer, you can implement precisely these ODX standard processes with the trade. The cloud solution enables the automated and standardized exchange of business documents directly with your trade customers. The documents are immediately assigned correctly to the respective project or order.