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EDI / B2B Integration Hub — Settings (how to use)

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Settings

Module: EDI / B2B Integration Hub

Where to open in admin

  1. Log in to Admin.
  2. Open sidebar menu EDI / B2B Integration Hub.
  3. Click Settings.
  4. Direct route (for admins): admin/edi_b2b_hub/edi_b2b_hub_settings

What this screen is for

Module configuration — defaults, sync, API, multi-company.

How to use — step by step

  1. Review each settings tab (general, sync, API, tax defaults).
  2. Set default accounts, prefixes, and approval rules.
  3. Enable BIXCRM sync options and map payment modes if shown.
  4. Save and test with one sample transaction.

Common buttons & actions

  • Save settings
  • Test sync
  • Create API key

Required permissions

Staff need the ebh_settings feature with: view, edit.

Assign under Setup → Staff → Roles → Permissions.

Related guides

See the EDI / B2B Integration Hub overview for module-wide workflows, API, and setup.

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