ERP automation guide
BisTrack EDI: Integration and the Orders It Misses
By Airdev. We build custom AI order entry for distributors running BisTrack: built to match your exact process, owned by you, with no per-order fees. This guide is what we've learned doing it.
BisTrack has a native EDI interface, and providers map the standard document set through it: inbound 850 purchase orders and 860 changes create sales orders, and acknowledgments, ship notices, and invoices flow back out. Epicor's own OCR add-on delivers orders through the same interface, so it carries more than trading partner traffic.
At an LBM dealer, though, EDI covers a narrower slice than it does in industrial distribution. The 850s come from large builders and commercial accounts. Most contractor orders arrive as email, PDF, and phone calls, and those never touch EDI.
What EDI looks like on BisTrack
Epicor names the EDI interface on its own product pages, but public documentation of trading partner setup is close to nonexistent. Plan on running it through a provider rather than mapping documents yourself. The one provider publishing a BisTrack-specific mapping is Infocon Systems. Inbound, their 850 purchase orders and 860 PO changes create sales orders in BisTrack. Outbound, they generate the 855 acknowledgment, 856 ship notice, and 810 invoice, plus the warehouse pair for dealers shipping through outside warehousing (the 940 goes out from your sales orders and the 945 comes back in). Cross-referencing and field defaults live in Infocon's layer, not in BisTrack.
Other EDI vendors advertise generic any-ERP support. We could not find anything BisTrack-specific from TrueCommerce, SPS Commerce, or DataTrans, so if a provider you're evaluating claims BisTrack experience, ask to see a live integration before you sign.
Supplier and co-op trading
For a lot of BisTrack shops, the highest-volume electronic trading runs through the buying group rather than customer EDI. BisTrack ships with Do it Best integration points built in, including national lookup and rewards web services, along with ACE rewards validation, and Do it Best distributes BisTrack release notes to its members. If your document flow with suppliers and the co-op already works, keep it as is. At most dealers, the expensive gap is on the customer side.
Where EDI sits among BisTrack's import paths
EDI is one of four ways documents become orders in BisTrack, and it helps to see the whole set. The eBusiness module is the native file-based path: an integration drops a file over FTP, BisTrack pulls it down about every 30 seconds, and an operator opens Tools > eBusiness Browser and clicks Apply to create the sales order or quote. That's how Saberis lands vendor quotes from window and kitchen configurators. The BisTrack API can push orders and quotes in directly, payment details included, though the API is a product you enable with Epicor rather than something that comes switched on. And Epicor's Order Entry Automation add-on, the template OCR product, exports its output through the EDI interface itself, creating a sales order with the customer's PO attached in Related Documents.
Anything that can produce a clean document for one of those paths can create orders. That property is what an automation layer builds on.
All of BisTrack's order import paths, in depthThe orders EDI doesn't cover
EDI belongs to the accounts big enough to set it up. Contractor orders arrive by email and phone, and the PO is often a PDF or a photographed materials list from a jobsite. At a typical dealer that's most of the order count, and it's the volume your inside team keys into Order Entry by hand.
Epicor's native answer for that volume is the Order Entry Automation add-on described above. It's honest about how it works: system templates are set up for your account customers first, so the OCR can recognize each builder's PO layout, and non-SKU lines are left blank for manual entry. For repeat accounts with consistent paperwork that's real relief. What it doesn't do is read an arbitrary document from a customer it has no template for, and Epicor's partnership for AI order intake (announced July 2026 with Conexiom) covers Prophet 21 and Eclipse, not BisTrack.
That's the slice where AI order entry fits alongside EDI rather than replacing it. A system reads the emailed PO whatever it looks like, matches lines against your item file and the account's pricing, and stages a draft order through the import paths BisTrack already has. A person reviews the draft and posts it, same as they would an eBusiness file.
Off-the-shelf vs custom for a BisTrack shop
If the template OCR add-on fits your document mix, start there; it's Epicor's own product and it feeds the EDI interface covered above.
Past that, the SaaS shelf is thinner than BisTrack shops might expect. As of mid-2026, none of the usual order automation vendors publishes a BisTrack integration. Conexiom's Epicor partnership names Prophet 21 and Eclipse. Endeavor has a building materials case study (Star Lumber, which went from about 30 minutes per order to under 5, by the vendor's own numbers) but no BisTrack page, and the case study never names the ERP. OrderPier lists Business Central and QuickBooks. If any of them quotes you a BisTrack integration, treat it as a first-of-its-kind project and price the risk that way.
A custom AI order entry system, built by Airdev, costs more up front, and then it's yours: built around your catalog, your contractor pricing, and your review workflow, delivered into BisTrack through the eBusiness, API, or EDI interface paths, with no per-document fees. For BisTrack shops it's currently the main route to template-free intake, because nobody has shipped the off-the-shelf version yet.
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