Clarify the following with the partner - first step:
Contact persons (for clarifying data, setup and test - it might be different people for each task)
Master data on items - It’s a good thing to use standards like GTIN (for items) and to clarify things as units (pieces, cartons etc.)
Locations - Preferable GLN
Send your catalogue of formats you support
Send a guide with documentation and samples
Other things to clarify with the partner:
Transport of documents (FTP, AS2…) + technical info about transport
Document types and direction (E.g. orders in – order confirmation, delivery advice, invoice out)
Frequency (e.g. at invoices, stock reports and price catalogues).
Implementation process (setup and test - maybe agree on deadlines)
Documents useful at the onboarding process:
Inspiration cover letter e-mail
Inspiration cover letter e-mail - Danish
Other example of first contact