Onboard trading partners faster with Cleo WebEDI
Cleo WebEDI helps suppliers onboard to retailer, marketplace, distributor, and 3PL EDI requirements quickly with a managed portal experience that keeps you in control without forcing your team to become EDI experts.
Start with Cleo WebEDI for fast partner onboarding, then grow into Cleo WebEDI-Integrated for backend connections to QuickBooks, NetSuite, Dynamics 365 Business Central, GlobalShop, shipping systems, and other ERP or operational systems as needs expand.
Use WebEDI as a managed starting point for partner onboarding, then add backend integration when your business is ready.
Start with the partners Cleo already knows — and keep room for new ones
Many suppliers come to Cleo because their trading partners are already part of Cleo's ecosystem. Cleo WebEDI helps you move faster when a connection is already familiar, while still supporting trading partners beyond the existing network when your business needs to expand.
Accelerate known partner onboarding
Use Cleo's experience across retailers, distributors, marketplaces, carriers, suppliers, and logistics providers to simplify the path from mandate to go-live.
Support partners beyond the network
Cleo is not limited to existing partner connections. When a new retailer, customer, marketplace, or 3PL requires EDI, Cleo can help assess and support the right setup path.
Keep onboarding scalable
Start with WebEDI for fast partner compliance, then expand into integrated workflows as your partner count, document volume, and backend requirements grow.
Get EDI-ready for new trading partners without doing it alone
Whether you are onboarding a new retailer, responding to a marketplace mandate, or supporting a 3PL fulfillment workflow, Cleo helps you map requirements, set up documents, test workflows, and stay operational without asking your team to learn the complexity behind EDI.
Support the transaction flow partners commonly require, including purchase orders, invoices, ASNs, acknowledgments, and shipping labels.
Give business users a browser-based workflow while Cleo helps with onboarding, setup, testing, and EDI support behind the scenes.
Prepare for workflows that depend on accurate shipment notices, labels, warehouse activity, carrier activity, and exception visibility.
Get a quick look at Cleo WebEDI
Watch this short preview to see how Cleo WebEDI gives teams a simpler, browser-based way to manage trading partner documents, monitor status, and keep everyday EDI work moving.
This is only a teaser of the full product demo, which goes deeper into document workflows, partner activity, integrations, and the complete WebEDI experience.
See how Cleo WebEDI helps teams manage daily EDI work
Cleo WebEDI gives users a browser-based workspace for trading partner documents, purchase order acknowledgments, supplier status visibility, and the day-to-day tasks needed to keep orders moving, while Cleo supports the EDI complexity behind the scenes.
Manage document activity in one inbox
Track trading partners, order references, shipment dates, totals, stores, and document statuses from a central WebEDI view.
Support required acknowledgments
Create and manage common EDI responses, including purchase order acknowledgments, so trading partners receive the updates they expect.
Keep supplier status visible
Use portal visibility to understand trading partner activity, identify follow-up needs, and keep teams aligned as documents move through the process.
Built for teams that need EDI capability without becoming EDI experts
Cleo WebEDI is a strong fit for businesses that need to become EDI compliant quickly, support specific trading partner requirements, keep control through a portal, and preserve a path to backend ERP, accounting, shipping, or operational integration.
Suppliers responding to mandates
Meet retailer, distributor, marketplace, or customer EDI requirements without building a full integration program first.
Small and growing businesses
Use an affordable, browser-based portal to manage EDI documents and reduce manual work as your partner network grows.
Teams that want control with managed support
Use a managed portal experience that gives business users control while Cleo helps with setup, testing, partner requirements, and ongoing EDI support.
A practical path from mandate to EDI-ready with Cleo support
Give visitors a clearer sense of what happens after they raise their hand. Cleo helps identify the right portal, integration, and support path so urgent compliance buyers can move faster.
Confirm the mandate
Identify the trading partner, deadline, required documents, label needs, testing process, and compliance risks.
Select the right WebEDI or integrated path
Start with Cleo WebEDI for fast compliance, or choose Cleo WebEDI-Integrated when backend systems, shipping workflows, or higher transaction volume require more automation.
Set up documents and partner workflows
Configure the documents and status updates the partner expects, including purchase orders, invoices, ASNs, labels, and acknowledgments.
Test, transact, and add automation
Go live with required workflows, then add QuickBooks, NetSuite, Dynamics 365 Business Central, GlobalShop, UPS WorldShip, FedEx, InvoicePay, or Cleo Integration Cloud as needs expand.
Choose the best-fit WebEDI path for your mandate and growth stage
Pricing depends on partner requirements, document volume, needed workflows, and whether you need a portal-first managed service or backend integration into accounting, ERP, shipping, warehouse, or operational systems.
Cleo WebEDI
Best for suppliers that need a managed, browser-based way to meet a new partner mandate and manage common EDI documents quickly.
- Retailer, distributor, marketplace, and 3PL mandates
- PO, invoice, ASN, label, and acknowledgment workflows
- Portal-first experience with Cleo managed support
Cleo WebEDI-Integrated
Best when teams want the WebEDI portal plus direct backend integration into accounting, ERP, shipping, warehouse, or operational systems.
- QuickBooks, NetSuite, Dynamics 365 Business Central, GlobalShop, and other ERP paths
- FedEx and UPS WorldShip connector support for parcel workflows
- Reduced manual entry across orders, invoices, ASNs, labels, and acknowledgments
Cleo Integration Cloud
Best when partner count, order volume, exceptions, or orchestration needs exceed a WebEDI-first workflow.
- ERP, WMS, TMS, application, API, and ecosystem integration
- Automated order-to-cash workflows
- Broader supply chain orchestration
Cleo WebEDI can connect into more than QuickBooks
QuickBooks support is valuable for many growing suppliers, but Cleo WebEDI-Integrated can also support backend connections to ERPs, shipping tools, warehouse systems, and other applications so WebEDI does not box you into a portal-only workflow.
ERP and accounting paths
Connect WebEDI workflows with QuickBooks, NetSuite, Microsoft Dynamics 365 Business Central, GlobalShop, and other business systems where applicable.
Parcel shipping support
Support parcel-carrier workflows through FedEx and UPS WorldShip connector options for manufacturers and suppliers managing D2C or small-parcel fulfillment.
Portal control plus automation
Give business users portal visibility and control while reducing duplicate entry across orders, invoices, ASNs, labels, acknowledgments, and backend updates.
Are partners sending Excel, CSV, or XML instead of standard EDI?
When a partner relies on spreadsheets or XML files, Cleo can securely collect, validate, translate, and route that data into your ERP or the required EDI format—helping you replace manual file handling with a repeatable, automated workflow.
Manage the EDI documents your trading partners require
Cleo WebEDI helps teams manage common partner documents, status updates, labels, and shipping workflows through a browser-based experience.
Purchase orders
Receive and manage purchase orders from customers and trading partners.
Invoices
Create, send, and track invoice-related workflows through the portal experience.
ASNs, labels, and shipping
Support shipment-related documents, advance ship notices, labels, fulfillment workflows, and parcel-carrier steps such as FedEx and UPS WorldShip where applicable.
Acknowledgments
Confirm document receipt and support the status updates partners expect.
Start with WebEDI. Grow into connected automation.
Cleo WebEDI is often the right first step when you need fast compliance, managed onboarding, and manageable transaction volume. As partner count, order volume, fulfillment complexity, or backend-integration needs increase, Cleo gives you a path to deeper automation.
That means WebEDI does not have to be a dead-end portal. It can be the starting point for Cleo WebEDI-Integrated, modern EDI, EDI/API integration, and broader supply chain orchestration.
- Begin with portal-based EDI for fast compliance
- Connect WebEDI workflows with QuickBooks, NetSuite, Dynamics 365 Business Central, GlobalShop, shipping systems, and other backend applications where applicable
- Move into Cleo WebEDI-Integrated or Cleo Integration Cloud when transaction volume grows
- Automate order, invoice, ASN, shipping, and fulfillment workflows
- Scale into EDI/API automation and AI-native orchestration over time
Find the right EDI option for where your business is today
| Business need | Best-fit Cleo option | What it helps with |
|---|---|---|
| Need to meet a new retailer, distributor, marketplace, or 3PL mandate | Web EDI portal | Become EDI capable quickly with a browser-based document workflow. |
| Need WebEDI connected into QuickBooks, ERP, or shipping systems | Cleo WebEDI-Integrated | Reduce manual entry across orders, invoices, ASNs, labels, acknowledgments, and backend system updates. |
| Need faster invoice-related cash flow action | Cleo InvoicePay | Help suppliers unlock cash flow faster through the Web EDI portal experience. |
| Need to connect EDI directly into ERP, WMS, TMS, marketplace, or operational systems | Cleo WebEDI-Integrated or Cleo Integration Cloud | Automate transaction flow across internal systems, partner workflows, shipping activity, and fulfillment operations. |
| Need broader partner, system, and exception orchestration | Cleo Integration Cloud | Connect EDI, API, MFT, applications, and partner ecosystems in one platform. |
Reduce compliance issues before they slow down orders
Retail and supplier-compliance teams rely on accurate EDI documents, labels, ASNs, routing-guide steps, and fulfillment updates to keep orders moving. Cleo helps suppliers manage those workflows through a guided Web EDI experience built for everyday compliance work.
- Support retailer and marketplace document requirements from one browser-based portal
- Create and manage POs, invoices, ASNs, labels, acknowledgments, shipping updates, and status updates
- Give teams a clear path from portal-based EDI to deeper fulfillment automation
Web EDI that helps growing businesses move faster
From emerging suppliers to established manufacturers, Cleo WebEDI helps teams meet trading partner mandates, reduce manual work, improve visibility, and keep a path open for backend integration and broader automation.
Uncle Bob's Butter Country
Uncle Bob's Butter Country used Cleo's WebEDI Portal to centralize order processing, invoicing, fulfillment, and retailer communication in one easy-to-use platform — helping the team meet national retailer requirements without enterprise-level overhead.
Read the case study → 15+ years with Cleo supportLunchskins
Lunchskins moved from SPS Commerce to Cleo to eliminate manual data entry hurdles, gain deeper supply chain visibility, integrate with QuickBooks, and scale across major retail channels without adding administrative headcount.
Read the case study → 600+ customers supportedR&E Automated
R&E Automated adopted Cleo's WebEDI Portal to unify EDI connections and data integration, improve supplier onboarding, support faster and more accurate order fulfillment, and handle increasing transaction volumes.
Read the case study →Why teams choose Cleo Web EDI
Help get paid faster through Cleo InvoicePay
Cleo InvoicePay gives WebEDI users a way to take action on cash flow from the portal experience. Once EDI document workflows are moving, InvoicePay can help suppliers move from invoice visibility to payment-related action faster.
Keep InvoicePay as a supporting value-add: not the first reason to choose WebEDI, but a meaningful next step for suppliers that want to reduce friction across order-to-cash.
- Help accelerate invoice-related workflows through the Web EDI portal
- Give suppliers a clearer path from EDI documents to cash flow action
- Reduce friction between invoice visibility, follow-up, and payment activity
- Add more value to the Web EDI experience beyond basic document exchange
Get WebEDI pricing for your trading partner and integration requirements.
Tell us which retailer, marketplace, distributor, or 3PL is requiring EDI, the documents you need to support, and your compliance deadline. We'll help identify the right Cleo WebEDI, Cleo WebEDI-Integrated, InvoicePay, or Cleo Integration Cloud path.
What we can help you map out
- Which Cleo WebEDI or Cleo WebEDI-Integrated path fits your partner mandate
- Which documents, labels, ASNs, invoices, and acknowledgments you need to support
- Whether QuickBooks, NetSuite, Dynamics 365 Business Central, GlobalShop, FedEx, UPS WorldShip, or InvoicePay may be a fit
- When to move from portal workflows to backend integration or broader EDI automation
Get Web EDI Pricing
Complete the form and a Cleo team member will follow up with the right managed WebEDI or integrated EDI path.
Web EDI FAQs
Trusted by businesses that cannot afford EDI delays
From growing suppliers to global brands, Cleo helps teams meet trading partner requirements, onboard confidently, and keep orders, shipments, and invoices moving.
Trusted across manufacturing, retail, food and beverage, and logistics
See package pricing instantly
Submit the form to see pricing for our WebEDI packages. A Cleo specialist will also follow up to answer questions and help you choose the right setup for your needs.
See the complete WebEDI experience
Go beyond the preview to see how teams manage trading partner documents, monitor activity, support day-to-day fulfillment workflows, and grow into connected automation.
Trusted across manufacturing, retail, food and beverage, and logistics
Unlock the complete WebEDI walkthrough
Submit the short form for immediate access to the full demo. A Cleo specialist may follow up to answer questions about your trading partners, required documents, or setup.