Retail Exchange Quick Start

A new look and feel for Retail Exchange. Try it first, at your own pace. Your core workflows stay the same.

Welcome

We are refreshing Retail Exchange (RX) with a modern look and feel, improved navigation, and stronger security, while keeping the day-to-day work you rely on.

The good news: if you mainly use Purchase Orders, Invoices, and Despatch Advices, your core workflows stay the same. You will still select, review, and process documents as you do today, with a cleaner interface and useful improvements underneath.

This guide explains what is changing, what is new, and how you can try the updated experience before we move everyone across.

Our rollout plan

We are not switching everyone over in one go. We will roll this out in stages so you have time to get comfortable.

Stage 1

Try the new RX

Current stage

After you log in, you can choose Try our new Retail Exchange look and feel. This step is optional.

  • Same username and password
  • Switch back any time
  • Share quick feedback
Stage 2

New RX becomes default

After the trial, the new Retail Exchange becomes the default when you log in.

  • You will be required to update your password for stronger security
  • Short period to return to the old site if needed
  • Advance notice before this change
Stage 3

Full migration

When we are confident the new experience is working well, we retire the old site.

  • Everyone uses the new Retail Exchange
  • Clear communication before switch-off
You are in control during the trial. There is no pressure to switch until you are ready. We encourage you to try it and tell us what you think.

What stays the same

These essential capabilities are fully supported in the new Retail Exchange.

Capability Status
Purchase order managementUnchanged
Invoice managementUnchanged
Despatch advice managementUnchanged (formatted view and line/package report)
Mark documents as processedUnchanged
Select / deselect / invert rowsUnchanged
View purchase ordersUnchanged (formatted view with print)
View tax on invoicesUnchanged (dedicated link)
Email alert configurationUnchanged (improved setup screen)
File uploadUnchanged (major improvements below)
Document searchUnchanged (now Advanced Search)
Error, rejection, and part-accepted handlingUnchanged (clearer routing)
Trading partner contextUnchanged (stronger partner and division filters)

What is new and improved

Operations Dashboard

  • New home screen after login with a date range (up to 30 days)
  • Module cards, charts, top transactions, and quick links to your usual work
Operations Dashboard home showing sidebar with Dashboard selected, document summaries, charts, and quick links
Operations Dashboard is the home screen after login. Dashboard is the first item in the sidebar.

New look and feel

  • Modern Celtrino branding with a clean, consistent layout
  • Summary cards on management screens (including selected counts)
  • Clearer document views with print (orders and despatch advices)
  • Despatch line and package report
  • Your name and email shown in the header

Improved navigation

  • Land on the Operations Dashboard after login
  • Persistent sidebar for day-to-day work
  • Active section always highlighted
  • Support contact (email / phone) in the sidebar

Improved filtering and searching

  • Date filter on every management screen (defaults to the last 7 days)
  • Column filters for precise filtering
  • Stronger trading partner and division filtering
  • Filters, sort order, and page position are remembered
  • Advanced Search replaces Document Search
  • Data auto-refreshes every 5 minutes; new records are briefly highlighted
  • Browser notifications when new orders or invoices arrive (if the tab is in the background)
Purchase Order Management with date range, trading partner filter, column filters, and document rows
Purchase Order Management with date range, filters, trading partner, and document rows.

Improved visibility of input and output files

  • Every document row has separate links for input and output files
  • View files in the browser or download them
  • In-browser viewer supports CSV, EDI, XML, RNI, and plain text
  • Returning from a detail or file view keeps your filters intact
In-browser raw file viewer showing ORD132RP.CSV content with Back and Download actions
Open input or output files in the browser, or download them.

Improved file upload

  • Drag and drop files into the upload area
  • Upload multiple files in one action
  • Preview images, PDFs, text, and spreadsheets before uploading
  • Edit text files in the upload preview before submitting (CSV, EDI, EDIFACT, JSON, LOG, RNI, TXT, XML)
  • See per-file status (Queued, Uploading, Uploaded, Failed)
  • Remove individual files or clear the queue before submitting
  • Progress bar; failed files stay so you can retry
File Upload page with browse or drop files area and Add files button
Drag and drop or browse to upload; preview and manage files before submitting.
File upload preview with a text file open for editing before submit
Edit a text file in the upload preview before submitting.

Clearer document actions

In the old site, clicking a row could open different things depending on context. In the new site, actions are separated.

Action How to access
Add or edit a noteDedicated Note link on the row
View orderDedicated Order link (formatted view)
View invoiceDedicated Invoice link
View taxDedicated Tax link
View errorsError status routes to the error view
View buyer rejectionRejected status routes to the rejection report

Improved export

  • Export selected rows only, or all visible filtered rows, not the entire dataset
  • Export to CSV or Excel

Improved email alerts

  • Modern setup screen with a configuration panel
  • Up to five email addresses per alert event
  • Filter alerts by event type
  • Active / total alert counts for a quick overview
  • Send a test email to confirm your setup

Security enhancements

Enhancement What it means for you
Forgot password Reset your password yourself from the sign-in screen (requires an email address on your account)
Email address on your account Register or verify your email so you can recover your password securely
Email verification Verify your registered email before full access
Session timeout After 15 minutes of inactivity, you see a warning with 60 seconds to continue or log out
Token-based authentication More secure login technology
Automatic session refresh Stay logged in during active use without interruption
Session restoration Returning later can restore your session without signing in again
Action you may need to take: if your account does not have an email address registered, contact Celtrino Customer Care so we can add one. This is required before you can use the forgot-password feature.

Getting started: your first login

  1. Log in to Retail Exchange as usual with your existing username and password.
  2. Look for Try our new Retail Exchange look and feel and select it.
  3. After login, you land on the Operations Dashboard. Use the sidebar on the left to open Purchase Orders, Invoices, or Despatch Advices.
  4. Use the date filter at the top of the screen to set your date range (defaults to the last 7 days).
  5. Use the column filters, or trading partner / division filters, to find specific documents.
  6. Click the dedicated links on each row to view orders, invoices, notes, tax, or files.
  7. When you are finished, use Give feedback (header or user menu) to rate your experience (1–5 stars) and leave an optional comment.
  8. If you prefer the current site, use Return to previous version. Feedback is optional and never blocks you from returning.

Giving us feedback

Your feedback during the trial period is valuable. You can:

  • Click Give feedback from the header or user menu (star rating 1–5 required, plus optional comments)
  • Share feedback when you switch back to the previous version (optional; you will not be blocked from returning)

We review all feedback and use it to improve the experience before the full rollout.

Need help?

Questions or issues during the trial? Use the support contact in the sidebar, or contact Celtrino Customer Care. If you cannot reset your password, ask us to confirm an email address is registered on your account.

Email: [email protected]
UK: +44 (0) 2838 897 107
Ireland: +353 1 873 9909

Email Customer Care