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Getting Started with RetailEDI: Your First Steps After Registration

Welcome to the RetailEDI Exchange—the smarter way to connect, collaborate, and grow your business in the world of EDI and supply chain solutions! 🚀 Now that you’ve registered, here’s what you need to do next to make the most of your experience.

Step 1: Verify Your Account 📧

Check your inbox for a confirmation email from us and click the “Verify Account” link inside. This ensures your profile is activated and ready to engage with the RetailEDI community. We review users as they are registering, their content and how quickly accounts are verified to help ensure a safe, productive experience for everyone.

Step 2: Build Your Profile 🏗️

Whether you’re a Buyer, Provider, or both, your profile is your introduction to the community. Take a few moments to:

Upload a professional profile picture – First impressions matter!
Write a compelling profile description – Let others know what you do.
Add relevant details – Whether you’re hiring, offering services, or looking for opportunities, make it clear!

Step 3: Showcase Your Offerings 🏷️

Make it easy for others to find and work with you:

  • Buyers/Employers – Post a job opening if you’re hiring.
  • Providers/Freelancers – Create a product/service listing so potential clients can discover what you offer.
  • Job SeekersUpload your resume so hiring managers can find you.
  • All Users – Add customer-facing marketing content, like case studies, whitepapers, or portfolio pieces to showcase your expertise.

Step 4: Connect Your Favorite Tools 🔗

RetailEDI supports APIs and webhooks that allow you to integrate with the tools you already use. Stay notified of job opportunities, messages, and updates by connecting to apps like:

  • Slack – Get real-time updates on job postings, client inquiries, or project milestones.
  • HubSpot & Salesforce – Sync your RetailEDI activity with your CRM to track leads and opportunities.
  • QuickBooks & Xero – Manage invoices, payments, and financials for your consulting or service business.
  • Google Sheets & Zapier – Automate data syncing and reporting to streamline workflows.

Step 5: Spread the Word 📢

There’s no sense in being early to a party if you don’t invite your friends! Share RetailEDI.com with your network—the more active users, the more valuable the platform becomes for everyone.

Step 6: Explore & Engage 💬

Join discussions, ask questions, and network with like-minded professionals. Unlike other platforms, RetailEDI.com isn’t just about job listings—it’s a true industry hub where you can connect, learn, and grow your business.

A Quick Note About Beta Mode 🔧

While we’re in beta, transaction facilitation (payments, revenue tracking, and spend tracking) is not yet live. You may see these features in your dashboard, but they are currently turned off. Stay tuned—we’re working on it!

Ready to Dive In?

Start exploring, connecting, and building your presence on RetailEDI.com today! The future of EDI and supply chain networking starts here. 🚀