Overview

Fintech®offers a OneSource® solution with a suite of products and services that assist you with managing your beverage alcohol business. These products are fueled by the collection of purchasing data through electronic invoice management. Fintech provides Insight into purchasing habits and product cost, Resolution through reconciliation, purchase order and credit tools, and a highway for the seamless Exchange of Data. Fintech is the leading electronic funds transfer (EFT) provider, compliant and available for use in all fifty states. Servicing thousands of distributors and retailers nationwide, Fintech processes more than half a million invoices weekly, representing $23 billion in payments annually. For more information, visit www.fintech.net and follow us on Facebook, Twitter, LinkedIn, and Fintech’s Blog.

* A U.S. Chamber of Commerce Best Business of the Year winner

Click here to start your free 30 day trial for Fintech.

Yellow Dog’s integration with Fintech consumes vendor EDI files supplied by Fintech as invoice or recipets in Yellow Dog.

Fintech supplies as invoices as .csv files with headers.

Sync Approach

Two elements are involved in this integration:

  • Fintech’s process to send Yellow Dog Files

  • Yellow Dog’s Fintech sync application to process recieved files

Configuration

The sync has the following configuration options:

  • Create Child Items

  • Create Items based on Vendor SKU and Dimension

  • Create New Manufactureres

  • Assign UPCs to Items

  • Process EDI as Standard x12 Format

  • Use EDI weight to populate item weight

  • Expense Keywords Defined

Requirements

Client

The client is responsible for informing Yellow Dog of new vendors or expense additions to ensure configuration.

The client is also responsible for committing all recipets or invoices generated by the sync application.

Yellow Dog

The Implementation Guide is responsibile for configuring the sync including setting Invoice Expenses, Stores and Vendor Matchup.

Data Mapping

Coming Soon

Limitations

  1. Multiple instances of the Fintech Sync application cannot be run against a single Yellow Dog Instance. If Fintech is sending invoices for multiple stores, we expect a different location code across accounts for the same Yellow Dog Database. (1/22/2024)

  2. Fintech provides a Raw file and a Clean file with Pack Size information (an additional cost applies). Invoice Staging will need the Clean File to present more complete information to assist in the assignment of vendor products to inventory items.