Retailer Compliance enables the automated exchange of critical business documents between you and your retail partners. With the Retailer Compliance (EDI) service, 3PL Warehouse Manager can automatically process orders, receipts, inventory updates, and shipment details. This reduces manual work, minimizes errors, and speeds up fulfillment.

This guide explains how to get started with Retailer Compliance and what to expect during implementation.

Get started

To get started, contact your Expansion Account Executive (EAE). Your EAE will walk you through the Retailer Compliance intake process and schedule a consultation with a Sales Architect (SA).

To help streamline the process, be prepared to share the following information:

• Key contacts – Stakeholders from your team, your customer, and any third-party providers
• Business goals – What you want to achieve and how the workflow should operate
• Systems involved – ERP systems, shopping carts, retailers, or other platforms
• Document requirements – Required transaction types and formats
• Development ownership – Who will build and maintain the integration
• Compliance needs – Retailer-specific requirements, such as labels or packing slips
• Delivery method – SFTP, FTP, or another transfer protocol
• Labeling requirements – UCC-128 or retailer-specific standards

Pricing

Pricing for Retailer Compliance varies based on factors such as integration complexity, required document types, and whether you use a prebuilt connection or a custom solution.

For a full pricing breakdown, including implementation and ongoing costs, see Retailer Compliance Pricing. Your EAE can connect you with a Sales Architect to scope your use case and provide a tailored estimate.

Supported formats and flexibility

We support several data formats, including X12, CSV, tab-delimited, XML, and API integrations. EDI transactions are most commonly implemented using X12 standards, although CSV, tab-delimited, and XML formats are also widely used. Many organizations are moving to XML-based EDI because it offers greater flexibility and requires less ongoing development.

We recommend using our XML format, which is the most robust and scalable option. XML supports extensible, customizable tags, making it easier to adapt as your business needs change. Other formats may require a gap analysis to confirm they meet your requirements.

We provide standard file formats aligned with common EDI transaction sets (listed below). Share these files with your customer to confirm compatibility. If customization is required, our EDI team can develop a tailored solution.

Implementation timeline

Implementation timelines vary based on integration complexity and development ownership:

Prebuilt (prewired) connections: Approximately 6–8 weeks
Custom solutions: Approximately 10–12 weeks, including full testing

Timelines also depend on coordination between all parties, including retailers and EDI providers. Faster alignment and response times can significantly reduce implementation time.

Testing and go-live

Once setup begins, testing confirms that workflows function correctly across all systems. This phase may include minor adjustments before final approval and go-live. If you’re using a prebuilt connection or your partner maps directly to Extensiv formats, testing can begin within a few business days.