Customizing Transaction Labels

You can create custom labels for transaction types to match your business terminology, making EDI codes easier to understand.

Why Customize Labels?

Standard EDI codes like "204" or "214" aren't intuitive. Custom labels help your team understand what each transaction type means in your business context.

For example:

• 204 could become "Shipment Request"
• 214 could become "Tracking Update"
• 990 could become "Carrier Confirmation"

Label Levels

Labels can be set at two levels:

• Organization Level - Apply to all business units in your organization
• Partner Level - Apply to a specific partner only (overrides organization labels)

How to Customize Labels

For Partner-Level Labels:

1. Navigate to Organization > Settings
2. Find the Transaction Labels section
3. Click Add Label
4. Select the transaction type (e.g., 204)
5. Enter your custom label
6. Click Save

Where Labels Appear

Custom labels appear throughout Modalius:

• File lists and search results
• File details page
• Filters and dropdowns
• Order tracking

Enabling or Disabling Custom Labels

Your organization has a Use Custom Labels setting:

• On - Display custom labels (default)
• Off - Display raw EDI codes (204, 214, etc.)

Individual users can also override this setting in their preferences.

Tips for Good Labels

• Keep labels short (2-4 words)
• Use terminology your team understands
• Be consistent across business units if possible
• Consider what makes sense for daily operations