Your retail orders should clear the first time.
Interchange helps mid-market manufacturers and distributors on Sage 100 stop chargebacks, fix failing transactions, and automate trading-partner operations — on Orderful, Logicbroker, Tray.io, and ShipStation.
Remote · fixed-fee options · senior specialist only — no handoffs
Deep on your exact stack — not "any platform."
Generalist integrators learn your systems on your invoice. This practice works on one stack, end to end, every day.
ERP integration & operations
Direct read/write via IN-SYNCH, sales-order automation, and the add-on ecosystem most integrators won't touch — Scanco, MAPADOC, DSD.
Modern EDI, certified fast
Spec-to-certification in days on Orderful's API-first platform — mapping, validation, and partner testing handled end to end.
Dropship & marketplace ops
Wayfair-class dropship programs wired into your ERP — orders, inventory, shipment, and invoice flow without re-keying.
Workflow & agent automation
Enterprise iPaaS workflows with retry logic, exception scoring, and human-in-the-loop escalation — automation that survives contact with production.
Fulfillment & ASN accuracy
Label, tracking, and ship-confirm data flowing back into EDI 856s automatically — the single biggest chargeback killer.
EDI workstream for ERP transitions
Moving to Epicor, NetSuite, or Dynamics? The EDI layer is mapped, rebuilt, and re-certified before cutover — order flow never blinks.
EDI failures don't look like failures. They look like fees.
Rejected documents, missed ship windows, and manual re-keying show up quietly — as chargebacks, penalties, and stalled orders. Here's where the money actually leaks.
Retail compliance penalties
Walmart, Wayfair, and big-box partners fine per violation — late ASNs, label errors, invoice mismatches. Most suppliers pay them as a cost of doing business. They aren't.
Failing documents
ASNs and invoices that reject at the partner's gate mean payment delays, manual rework, and scorecards that put your vendor status at risk.
Trading-partner backlog
Every partner you can't certify is revenue on hold. Months-long onboarding queues are a process problem — the spec-to-certification cycle can run in days.
ERP transition risk
Moving off Sage 100? EDI is where migrations break. Order flow has to survive the cutover — mapped, tested, and certified before go-live, not after.
Trading-Partner Compliance Audit
A senior specialist reads your raw transaction logs, partner scorecards, and chargeback history — then hands you the root causes and a costed remediation plan. No discovery theater, no junior analysts.
- Root-cause analysis of every recurring chargeback and document rejection, traced to the segment level
- Partner-by-partner compliance scorecard review against published routing guides
- Integration health check across your ERP, EDI provider, and shipping stack
- Prioritized remediation roadmap with effort estimates — fix it yourself or hire anyone you like, including us
Three ways to engage
Every engagement is delivered directly by a senior integration specialist — the same person you talk to on the first call.
Implementation & integration
End-to-end builds on your stack, delivered working and documented.
- Trading-partner onboarding & certification
- Orderful / Logicbroker implementation
- Sage 100 integration via IN-SYNCH
- ShipStation & 3PL order flow
EDI operations automation
Take the humans out of the loop everywhere they don't add judgment.
- Tray.io workflow architecture
- Exception handling & retry logic
- Order-state visibility & alerting
- Agent-assisted document repair
Fractional EDI leadership
Senior ownership of your EDI operation without a full-time hire.
- Monthly retainer, defined SLAs
- Partner relationship management
- ERP migration EDI workstream
- Team enablement & documentation
Built and run in production — not in slideware
This practice comes out of years running live EDI operations for a $100M-scale manufacturer against the most demanding retail programs in the country.
Automated EDI operations platform for big-box retail programs
Designed and operated a multi-agent automation platform covering the complete order lifecycle — inbound 850s validated and written to Sage 100, acknowledgments and ASNs generated and transmitted on partner SLAs, invoices reconciled, and every exception scored, routed, and logged. The result: certification cycles measured in days, chargeback exposure driven toward zero, and an operations team that touches orders only when judgment is required.
Talk to the specialist who does the work. There is no sales team.
A practitioner, not a practice.
FirstPass is the practice of a senior integration specialist who has spent his career running ERP, EDI, and integration operations inside mid-market manufacturing — the buyer's side of the table. That means engagements scoped like someone who has owned the budget, systems built like someone who has carried the pager, and documentation written like someone who has inherited its absence.
Direct engagement only: the specialist you scope with is the specialist who does the work.
- FocusMid-market manufacturing & distribution
- ERPSage 100 (incl. IN-SYNCH, Scanco, MAPADOC ecosystems)
- EDIOrderful · Logicbroker · ANSI X12
- AutomationTray.io · agentic workflow architecture
- ProgramsWalmart · Wayfair · dropship & big-box retail
- DeliveryFully remote · US Eastern hours
Straight answers
The questions every Sage 100 operations team eventually asks about EDI.
Does Sage 100 support modern EDI without a legacy VAN?
Yes. Sage 100 has no native EDI, but paired with an API-first platform like Orderful and a direct integration layer (IN-SYNCH for database read/write), it runs fully automated EDI without VAN mailboxes, per-document fees, or batch delays. Most Sage 100 shops paying legacy VAN pricing are overpaying for a slower architecture.
What actually causes 997 rejections with partners like Walmart?
More often than not, envelope-level problems — ISA/GS qualifier and ID mismatches, control-number issues, or version disagreements — rather than the document body everyone debugs first. A rejection at the acknowledgment layer means the partner never even evaluated your data. Checking the envelope first typically cuts diagnosis from days to minutes.
How long should trading-partner onboarding take?
The industry default is six to twelve weeks per partner, mostly spent waiting between test cycles. With the partner's routing guide translated into a validated spec up front and mapping tested against it before certification begins, spec-to-certification can run in days. Onboarding queues are a process problem, not a fact of nature.
What does the fixed-fee compliance audit include?
Two weeks, remote, $5,500: root-cause analysis of your recurring chargebacks and document rejections traced to the segment level, a partner-by-partner review against published compliance guides, an integration health check across your ERP, EDI, and shipping stack, and a prioritized remediation roadmap with effort estimates. You can execute the roadmap with any provider — including your own team.
Do I have to replace my EDI provider to work with you?
No. FirstPass is vendor-independent. Where your current provider is the right tool, the work happens on it; where it's the bottleneck, you'll get the migration case with numbers attached — and the migration itself if you want it. The recommendation is never entangled with a reseller commission.
Tell me what's rejecting, and I'll tell you why.
Bring a partner scorecard, a chargeback report, or just a description of what keeps failing. First call is 30 minutes, free, and useful either way.
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