How to send electronic invoices to Carrefour?

B2Brouter has connected with Carrefour. Now, you can send electronic invoices in the correct format easily and at a much lower cost than usual when you need to exchange documents via EDI.

In this article we tell you the steps you should follow in case you need to invoice services, goods or contracts:

1. Register at B2Brouter

The first step is to register on B2Brouter:

Indicate a valid email.
Provide a password.
Check and mark the box saying “I have read and accepted the Terms of Use and Privacy Policy”.
Finally, click Continue.

We will send an email to the electronic mail that you indicated. Then, you will have to access that email and activate your account through the link you will find in the received message. Finally you will be able to access B2Brouter.

2. Create your company and configure the additional data

Once you have registered you will have to access your account and create your company. The first time you log in, the system will ask you for your company data:

Inform the country and your company ID and press over the Continue option.
In the next page, fill in all your company data (Company Name, Address, Postcode, City, etc.) and press over Continue again.
Add the rest of the information and finally save the changes.

Only if your company is Spanish: One of the requirements Carrefour asks for is that your Business Registry Data appears on the invoices. Follow the next steps to add this information:

Access the Settings of your company (small gear on the top of the screen)
A drop-down menu will be opened. Select the option Business Registry Data.
Fill in only the Additional Data box with your Business Registry Data (máximum 35 characters).

Example: If your Business Registry Data is ‘’Registro Mercantil de Barcelona, Tomo 00000, Folio 000, Hoja B-000000’’, you must inform ”RMBarcelona T.00000F.000H.B000000”.

Finally save the changes using the option Save you will find on the bottom of the screen.

Self-Employed

If you are self-employed you do not need to inform your Business Registry Data. As a consequence, you should advise your contact from Carrefour about it.

Choose the most appropriate Premium Plan according to your needs:

In order to exchange electronic documents with Carrefour you need to contract any of the next plans, depending on your needs:

Professional Plan: If you only need to send electronic invoices.
Business Plan: If you need to receive electronic orders from Carrefour and afterwards send the invoice with the order information. This plan is thought for those companies who sell goods or services.

Select the correct option to see the steps you must follow:

I need to send an electronic invoice of contracts to Carrefour

3. Create your client Carrefour

The next step is to create the company of Carrefour that you want to invoice. B2Brouter will provide you with all the necessary e-invoice routing information automatically thanks to its improved Companies Directory.

Access to the Companies section (Main menu)
Select the option ‘’New client or Supplier”.
In the next step, write the ID of your client Carrefour to whom you need to send the electronic invoice and then select ‘Continue’

B2Brouter has in its Directory all the Carrefour receivers and its related codes so then invoices can be correctly sent. As a result, the information related with the ID you introduced will be filled in automatically and you will only need to save the changes by using the ‘Save’ button you will find on the bottom of the screen.

4. Create and send the electronic invoice

Now you can create the electronic invoice. Access to the Invoices section through the main menu. Afterwards press over the option ‘New’ and then ‘Invoice’:

In the next page, select the customer you would like to invoice.
In the dropdown list, only previously created clients will appear.
The Organizational Unit option will be activated: Do not select any option.
Finally, click the Continue button to begin creating the invoice.

On the following page, you can start creating the electronic invoice:

Navigate to the different sections of the invoice by selecting the submenu at the top:

In the General Data section you will have to enter the contract number and the accounting cost in the Contract Number box.
That information must follow the next format: Contract Number/Accounting cost (000123456789/1111111111).
For the Order Number field, you must enter the last 10 digits of the contract number. Following the previous example, in this case, it would be: 0123456789

In order for your electronic invoice to be valid, you must also add the Order Number and Order Position.

Access the Lines section (use the top sub-menu).
Complete the Order position option you will find below each line with the line number: 1 for the first line, 2 for the second line, 3 for the second line, etc.

Finally, complete the invoice with all the necessary information, and then click Save and Preview.

The electronic invoice will be created. You can send it using the Send button in the top menu of the invoice.

*Note: You can use any invoice number. Use only numbers; do not use spaces, hyphens, letters, or other symbols.

I need to send an electronic invoice of Goods to Carrefour

3. Create your client Carrefour

Access to the Companies section (Main menu)
Select the option ‘’New client or Supplier”.
In the next step, write the ID of your client Carrefour to whom you need to send the electronic invoice and then select ‘Continue’

*If you do not receive orders through B2Brouter

In this case, as you need to invoice Goods, you should make a small modification to make the sending correctly. After you have saved your client changes, select the Modify option:

Access to the Delivery Method area (on the bottom).
Use the option ‘Edit’ to modify the information of this section.
In the option ‘Method’ change Carrefour services/contracts (EDI) into Carrefour Merchandise (EDI) from the dropdown.
Finally save the changes using the option Save (on the bottom).

Create the stores you need to invoice

After saving the previous changes, from the same website you find yourself you have to create the different stores of Carrefour you need to invoice and you will have to add the related codes in order to send the electronic invoice correctly. This are the steps you must follow:

Scroll down until ‘Organizational Unit’ area.
Select the three dots icon.
Select the option ‘New Organizational Unit’.

On the next page, select the option “Create a new organizational unit for your customer NIF (CIF)” to enter the information for the specific store.

In the next page, add the specific store information.
Indicate the specific codes for that store in the options ‘Buyer (NAD+BY), Delivery party (NAD+DP), Invoicee (NAD+IV), Payer (NAD+PR), Ultimate customer (NAD+UD)’.
Finally, save your changes by clicking the Save button.

This step must be done for all stores to which you need to send electronic invoices. Once this step is complete, the billing can begin.

I need to receive orders from Carrefour.

4. Create and send the electronic invoice

Now you can create the electronic invoice. Access to the Invoices section through the main menu. Afterwards press over the option ‘New’ and then ‘invoice’:

In the next page, select the customer you would like to invoice.
In the dropdown list, only previously created clients will appear.
The Organization Unit option will be activated with the delegations or stores of the selected client.
Finally, click the Continue button to begin creating the invoice.

Note: In the Organizational Unit drop-down you can view the different delegations or stores of your client. Select the one you want to invoice, and B2Brouter will automatically add the codes so that the electronic invoice can be sent and processed correctly.

En la siguiente página puedes empezar a crear la factura electrónica:

Note: In the Organizational Unit drop-down you can view the different delegations or stores of your client. Select the one you want to invoice, and B2Brouter will automatically add the codes so that the electronic invoice can be sent and processed correctly.

On the following page, you can begin creating your electronic invoice:

Navigate to the different sections of the invoice by selecting the submenu at the top.
If you receive the orders in B2Brouter, you can create the electronic invoice automatically from the order data.

Include the Delivery Note Number (only if you do not receive the orders through B2Brouter):

Access to the General Data section.
Add the information in the option Despatch advice no.
You will find this info in the order.

To make your electronic invoice valid, you must also add the Purchase Order and the Sequence number (only if you do not receive the orders through B2Brouter):

Access the section ‘Lines’ (by using the menu of the top)
Fill in the options Purchase Order and the Sequence number. You will find them under each product line
Each purchase order can be related with a sequence number.
Your client will provide you with that information
You must fill in that information in each line of the invoice.

Finally end up with the invoice with all the needed information and press over the option ‘Save and preview’ (on the bottom).

The invoice will be already created. Send it by pressing over the option ‘Send’ that you will find on the top of the invoice.

*Note: You can use the invoice number that you want. However, you may only use numbers, no spaces, hyphens, letters, or other symbols.

In order to send an electronic invoice to Carrefour you need to sign up for the Professional Plan.

I need to create a complementary invoice.

I need to send an electronic invoice for services to Carrefour

3. Crea tu cliente Carrefour

The next step is to create the company of Carrefour that you want to invoice.
B2Brouter will provide you with all the necessary e-invoice routing information automatically thanks to its improved Companies Directory.

Access to the Companies section (Main menu)
Select the option ‘New client or Supplier’
In the next step, write the ID of your client Carrefour to whom you need to send the electronic invoice and then select ‘Continue’

B2Brouter has in its Directory all the Carrefour receivers and its related codes so then invoices can be correctly sent. As a result, the information related with the ID you introduced will be filled in automatically and you will only need to save the changes by using the ‘Save’ button you will find on the bottom of the screen.

I need to receive orders from Carrefour.

4. Create and send the electronic invoice

Now you can create the electronic invoice. Access to the Invoices section through the main menu. Afterwards press over the option ‘New’ and then ‘invoice’:

In the next page, select the customer you would like to invoice.
In the dropdown list, only previously created clients will appear.
The Organizational Unit option will be activated: Select no options.
Finally, click the Continue button to begin creating the invoice.

On the following page, you can start creating the electronic invoice:

Navigate to the different sections of the invoice by selecting the submenu at the top.
If you receive the orders in B2Brouter, you can create the electronic invoice automatically from the order data.

To make your electronic invoice valid, you must also add the Purchase Order and the Sequence number (only if you do not receive the orders through B2Brouter):

Access the section ‘Lines’ (by using the menu of the top)
Fill in the options Purchase Order and the Sequence number. You will find them under each product line.
Each purchase order can be related with a sequence number.
Your client will provide you with that information.
You must fill in that information in each line of the invoice.

Finally end up with the invoice with all the needed information and press over the option ‘Save and preview’ (on the bottom).

The invoice will be already created. Send it by pressing over the option ‘Send’ that you will find on the top of the invoice.

*Note: You can use the invoice number that you want. However, you may only use numbers, no spaces, hyphens, letters, or other symbols.

In order to send an electronic invoice to Carrefour you need to sign up for the Professional Plan.

I need to invoice SOCOMO

2. Add your company

Once you have signed up you need to login to your account and add your company. When you login for the first time the system will ask you for your company’s details:

new_company

Select your country.
Enter the country and tax identification No. of your company and then click Continue.
On the next page enter your company details (name, address, post code, e-mail, etc.) and click Save.
Navigate the different sections using the sub menu at the top.
Save the changes each time you add information.

Sign up for the Business Plan

To be able to send electronic invoices to Carrefour, you need to sign up for the Business Plan:

In this link you will find the steps to follow to contract a Premium Plan.

3. Receive orders

The next step is using B2Brouter to receive client orders. Once you have received an order confirmation, you can create an e-invoice using the information contained in the order.

electronic_order

To manage received orders go to the Orders tab in the main menu:

Carrefour will send you an Order followed by a confirmation.
You can create and send an invoice without having received a confirmation. Nevertheless, it is advisable to wait for the confirmation.

When the order is confirmed, its status will be: Delivery confirmed. There are two ways to check its status:

In the order list, to the right.
At the top of the open order.

When you receive the confirmation, open the order by clicking on the number:

You will find the menu at the top of the document.
Select the Create invoice option to create an invoice containing the information from the order.

The invoice will then be created automatically and is ready to be sent.

4. Manage electronic invoicing

Once you have generated the invoice using the order, it will be stored in the Invoices section (top main menu).

einvoice

Click on the invoice number to open it.
The invoice menu is at the top of the page.

Before sending, you must select the correct delivery method.

With the invoice open, click on your customer’s name.
Then select the Modify option.

On the next page, go to the “Delivery Method” section.

Select the Modify option.
Open the Method dropdown and select the Carrefour SOCOMO option.

Finally, use the Save option to save your changes.

Once this modification has been made, go to the Invoices section (top main menu).

Click on Edit to change any of the invoice information.
Click on Send to send the invoice.

Once the invoice is sent, its status will change to Sent.

*Please note: You can use any invoice number you like. Only use numbers, no spaces, hyphens, letters or other symbols.

Do you need to receive orders from Carrefour?

B2Brouter allows you to receive EDI orders from Carrefour and convert them into invoices automatically. This functionality is only available with the Business Plan.

Moreover, you can set up your account so the platform can send you notifications through email when you receive an order.

Manage the orders:

To manage the orders you receive, go to the Orders section you will find on the main menu (on the top):

Carrefour will send you an Order and then the confirmation of the order.
You can create and send the invoice even if you did not receive that order confirmation. However, It is better to wait for the confirmation

When the order has been confirmed It status will be: Delivery confirmed. You can check the status in two ways:

In the order list, on the right side.
En la parte superior del pedido abierto.

Once the confirmation is received, click on the order number to view:

At the top of the document, you will find a menu.
With the Create Invoice option you can create the invoice from the order data.

Finally, the invoice will be created automatically and you can send it when you need to.

Modify the invoice number

You can modify the invoice number if you need to:

Open the invoice by clicking over the number of the invoice.
Modify the information of the ‘Invoice number’ box.

*Note: You can use any invoice number. Use only numbers; do not use spaces, hyphens, letters, or other symbols.

Do you need to create a complementary invoice?

If you have already invoiced part of an order received and need to invoice the remaining part later, you must issue a complementary invoice. In order to proceed correctly, follow these steps:

First open the first invoice you have sent, in relation to that order.
In the top menu, select More and then Credit Note.
Two options will appear. Click Complete.

Finally, you can start editing the complementary invoice.

In General data, you only need to edit the invoice number and the date.
In Lines, you only have to create the lines and concepts pending to be invoiced, according to that order.
You also have to add the Purchase order in each line and the Sequence number (1 for the first line, ”2” for the second line, etc…).

Finally use the option Save and preview and you could send the complementary invoice.

The exchange of electronic documents through EDI can be complicated, but B2Brouter’s connection with Carrefour makes management much simpler and less expensive.