EDI FOR NETSUITE USERS IN THE AUSTRALIA / PACIFIC REGION B2BGATEWAY

Transcription

1 YOUR GLOBAL EDI NETWORK EDI FOR NETSUITE USERS IN THE AUSTRALIA / PACIFIC REGION B2BGATEWAY July 15, 2015 NORTH AMERICA // +1 (401) EUROPE // +353 (0) AUSTRALIA //

2 TODAY S AGENDA & PRESENTERS 1 Introductions Dante Dell Agnese 2 What Is EDI? 3 Where Does EDI Fit Into The Marketplace 4 Third Party Logistics (3PL) EDI 5 Online Retailers and CommerceHub EDI 6 ecommerce Platform EDI 7 Popular Market Verticals 8 UCC/GS1-128 Labels 9 Global EDI Standards 10 Built Into The NetSuite Dashboard 11 Transaction and Exception Reports 12 Customer Service 13 How Much Does It Cost? 14 B2BGateway Fact Sheet 15 Top 5 Advantages of EDI 16 Special Offer to Celebrate Sydney Office 17 B2BGateway Contact Information Dante Dell Agnese AU Sales Director Jon Bellemore SMB Sales Executive

3 B2BGATEWAY AU SALES DIRECTOR - DANTE DELL AGNESE Dante Dell Agnese danted@b2bgatewaynet year career in the software industry Previously worked at NetSuite, Oracle and Autodesk Focused on manufacturing, and distribution industries

4 WHAT IS EDI? IT SOUNDS SIMPLE EDI (Electronic Data Interchange) is defined as the structured transmission of data between organizations by electronic means It is used to transfer electronic documents such as Purchase Orders, Invoices, Advance Shipping Notices (ASNs), and many more from one computer system to another, ie from one trading partner to another trading partner RETAILER NETSUITE USER RETAILER

5 BUT IT CAN BE VERY COMPLEX Each trading partner specifies their required communication method and which documents they require to complete EDI transactions This can make the EDI process very complex as illustrated below AS2 AS2 Server AS2 Software X-12 Ver 5010Encryption Software Annual Licensing Software Certification Consultant Fees VAN Van Software Mailbox Setup Mailbox Fees X-12 Ver 4040 Mapping Tools Modem Phone Consultant Fees FTP FTP Server FTP Software Software Credential X-12 Ver 4010 Mapping Tools Consultant Fees NETSUITE USER FTPS FTPS Software Encryption Software Software Certificate X-12 Ver 3040 Mapping Tools Consultant Fees

6 B2BGATEWAY MAKES IT EASY AS2 VAN FTP AS2 Server Van Software FTP FTPS Server Software AS2 Software X-12 Ver 5010Encryption Annual Licensing Software Certification Consultant Software Fees Mailbox Setup Mailbox Fees X-12 Ver Mapping Modem Consultant FTP Software 4040 X-12 Ver Tools Mapping Phone Consultant Fees Encryption Software Software Credential 4010 X-12 Ver Tools Mapping FeesConsultant Software Certificate 3040 Tools Fees NETSUITE USER FTPS

7 EDIFACT Format WHERE DOES EDI FIT INTO THE MARKETPLACE? (ONLINE RETAILER) (BOX STORE RETAILER) ORDERS SLSRPT INVOIC ORDCHG (FACTORY) ORDRSP INVRPT ORDERS INVOIC SLSRPT INVRPT NETSUITE USER INVOIC Invoice ORDERS Outgoing PO / Incoming SO SLSRPT Product Activity Data INVRPT Inventory Inquiry ORDRSP PO Acknowledgement DESADV Advanced Ship Notice ORDCHG Purchase Order Change INSDES Warehouse Ship Order DESADV Warehouse Ship Advice (SHOPPING CART) (THIRD PARTY LOGISTICS)

8 INSDES INSDES DESADV DESADV THIRD PARTY LOGISTICS 3PL EDI The term 3PL indicates that your client uses a 3 rd party for warehousing and shipping needs The following EDI documents are common: INSDES Warehouse Shipping Order DESADV Warehouse Shipping Advice DESADV Advance Ship Notice (ASN) UCC / GS1-128 Barcode Labels In this simplified scenario, there are only two steps: 1 An INSDES (Warehouse Ship Order) is sent from the client to their trading partner and 3PL 2 The 3PL returns an DESADV (Warehouse Ship Advice) to let the client know the goods have been shipped This lets the client fulfill the sales order in their NetSuite (THIRD PARTY LOGISTICS)

9 GS1-128 LABELS In today s business environment, GS1-128 (formerly known as UCC- 128) labels have become a necessary part of the criteria for large format retailers in automating the supply chain with their suppliers GS1-128 labels are an outer label affixed to each carton and/or pallet and provide information about a particular shipment This label will alert the trading partner about shipment information such as who the vendor / supplier is, carton content, store ship to location, etc, and is a mix of both human readable as well as scan able information The GS1-128 label on every carton is scanned at its destination location (eg trading partner central warehouse) and information usually is tied to an Advance Ship Notice (ASN) that has already been transmitted via EDI to the trading partner from the supplier

10 ONLINE RETAILERS The following EDI transaction sets are popular with online retailers such as Amazon, Dealscomau, Kogan and others: ORDERS Purchase Order INVOIC Invoice INVRPT Inventory Inquiry Advice Drop Shipping to Warehouses

11 INVRPT INVRPT ORDERS ORDERS ECOMMERCE PLATFORMS The following items are often required when trading with popular ecommerce sites: ORDERS Purchase Order INVRPT Inventory Advice / Inquiry Many NetSuite clients use B2BGateway to connect with their ecommerce platforms to pull orders (ORDERS) and send Inventory updates (INVRPT) (ECOMMERCE PLATFORM)

12 WHAT IS THE OMNI-CHANNEL? The Omni-Channel is the evolution of multi-channel retailing, but is concentrated more on a seamless approach to the consumer experience through all available shopping channels; for example: Mobile internet devices Computers Bricks-and-mortar Television Radio Direct mail Sales catalogs, etc Retailers are meeting the new customer demands by deploying specialized supply chain strategies and software solutions Today s suppliers must be able to support the Omni-Channel retailers new demands or face the possibility of extinction over the coming years

13 ECOMMERCE SITES ONLINE MARKETPLACES WHAT IS THE OMNI-CHANNEL? The major challenge for today s suppliers, in order to meet the retailers' new Omni-Channel needs, is to get their goods and services to the correct channel as quickly and as accurately as possible and, needless to say, in the most cost effective manner INVRPT INVOIC ORDERS CLIENT ERP / WMS / OMS USING B2BGATEWAY EDI SERVICES ORDERS DROP SHIP PURCHASE ORDER DROP SHIP SUPPLIER ORDERSP INSDES INVRPT ORDERS DESADV DESADV WAREHOUSE / 3PL ORDERS AND SHIPMENTS REACHING YOUR CUSTOMERS! INVOIC ORDERS BOX STORE

14 HOW DOES EDI HELP THE OMNI-CHANNEL? Fully integrated EDI solutions deliver full end to end seamless connectivity between the supplier and all parties in the supply chain From box store retailers (Wal-Mart, Coles, Woolworths, etc) To online retailers (Amazon, Kogancomau, etc) To manufacturers, third party logistics providers (3PL) and even online shopping carts (which may be powered by online platform providers such as 3dcart, Volusion, Magento, Shopify, etc) Using EDI allows all business documentation needed such as Purchase Orders (ORDERS) Invoices (INVOIC) Inventory Updates (INVRPT) Warehouse Shipping Orders (INSDES) Advanced Shipping Notices (DESADV) and so forth to be exchanged seamlessly and without error

15 HOW DOES EDI HELP THE OMNI-CHANNEL? As EDI introduces full automation there is: No need for the supply chain partners to re-key data The supplier benefits greatly from increased speed increased accuracy greater visibility reduced labor costs While the omni-channel retailer is assured that they will get the right product to the right customer in the right time frame and within agreed costs

16 POPULAR MARKET VERTICALS NATURAL PRODUCTS PET CARE AND SUPPLIES

17 POPULAR MARKET VERTICALS FOOD, WINE AND BEVERAGES OUTDOOR ACTIVITIES

18 POPULAR MARKET VERTICALS KIDS AND BABIES CONSUMER ELECTRONICS

19 POPULAR MARKET VERTICALS PHARMACEUTICALS ADULT INTEREST

20 POPULAR GLOBAL EDI STANDARDS ANSI X12 Developed by American National Standards Institute (ANSI) in 1979 Most popular EDI transaction set in North America Transaction sets given numeric values, eg PO = 850, Invoice = 810 etc Multiple standards within X12, 4010, 4030, 5010 etc EDIFACT Developed by the United Nations (UN) in 1986 Most popular EDI transaction set outside of N America Mostly used in Australia and Europe Transaction sets given names PO = ORDERS, Invoice = INVOIC, etc Multiple standards within EDIFACT Most popular current standard is D96A Tradacoms Developed by the United Kingdom Retail Sector in 1982 Had been most popular EDI Transaction Set in UK but is now being over taken by EDIFACT Still used today by UK retailers but is slowly being phased out and replaced by EDIFACT subset Eancom

21 POPULAR GLOBAL EDI STANDARDS PEPPOL Established by EU in 2012 after testing Pilot Projects since 2008 OIOUBL Developed in 2010 and predominantly used in Danish and Scandinavian markets Odette Developed by European Automotive Manufacturers in 1984 Standard used to send e- Invoices to EU government and public sector bodies Network of Approved PEPPOL providers has been established B2BGateway helped Irish Gov t to run PEPPOL project and meet requirements Subset of UBL 20 (Universal Business Language) Still in its infancy Widely used throughout the Automotive sector Established Communication Protocol OFTP Transaction sets are based on EDIFACT messaging

22 POPULAR GLOBAL EDI STANDARDS ANSI X (PURCHASE ORDER) ISA*00* *00* *08*925485US00 *08*472103RI *141106*1211*:*00501* *0*P*> GS*PO*925485US00*472103RI* *1211* *X* ST*850*0001 BEG*00*SA* ** CUR*BY*USD REF*DP*00003 REF*MR*0003 REF*PD*JANFEAWK51 REF*IA* FOB*CC*OR*CHICAGO IL IL ITD*05*15*****65 DTM*038* DTM*037* DTM*063* PID*S*08*VI*FL TD5*O****RETAIL LINK/ BB N9*L1*SPECIAL INSTRUCTIONS MTX**NO PRETICKET MTX**==============================IF MULTIPLE DESTINATIONS HAVE MTX**THE SAME SHIP DATE, PLEASE SHIP TO FURTHEST DESTINATION MTX**FIRST AND CLOSEST DESTINATIONSLAST MTX**CALL FOR DELIVERY APPOINTMENT 48 HOURS IN ADVANCE MTX**==============================SUPPLIER WILL SHIP ALL MTX**MERCHANDISE IN ACCORDANCE WITHTHE CURRENT SHIPPING AND EDIFACT ORDERS (PURCHASE ORDER) UNB+UNOA: : : : ORDERS UNH+1+ORDERS:D:96A:UN:EAN008 BGM+220+LM T+9 DTM+137: :102 DTM+64: :102 NAD+DP ::9++BALLYMUN PBL LOC ::9 NAD+SE ::9++OLD IRISH CREAMERY CHEDDAR NAD+BY ::9++TESCO STORES LTD LIN :EN PIA :IN:92 IMD+F++TU:::OAK SMOKED CHED 200G QTY+21:82000 QTY+59:12000 LIN :EN PIA :IN:92 IMD+F++TU:::CHEDDAR WITH CHILLI 200G QTY+21:81000 QTY+59:12000 LIN :EN PIA :IN:92 IMD+F++TU:::CHEDDAR WITH CRANBERRIES QTY+21:81000 QTY+59:12000 TRADACOMS ORDHDR (PURCHASE ORDER) STX=ANAA: :UK LTD :SUPPLIER PLC : ZZ0014 +ORDHDR+B MHD=1+ORDHDR:9 TYP=0430+NEW-ORDERS SDT= : SUPPLIER PLC+THE FACTORY:ANYSTREET:ANYTOWN:ANYSHIRE:AN1 9ZZ CDT= BOOTS UK LTD+BEAUTY & PCARE:1 THANE RD:NOTTINGHAM NG90 1BS FIL= MTR=6 MHD=2+ORDERS:9 CLO= :D82 ORD=Q :: N OLD= : TOOTHBRUSH FIRM OLD= : TOOTHBRUSH MED OTR=2 MTR=7 MHD=3+ORDERS:9 CLO= :D82 ORD=Q :: N OLD= : TOOTHBRUSH SOFT OTR=1 MTR=6 MHD=4+ORDTLR:9 OFT=2 MTR=3 MHD=5+ORDHDR:9

23 B2B DIFFERENCE BUILT INTO NETSUITE DASHBOARD When designing our NetSuite integration tool, we decided the user should never have to leave their NetSuite system so we built B2BGateway in! Your client portal dashboard shows our new setup progress bars and you can drill down to see even more information Let s click on BrownForman

24 B2B DIFFERENCE BUILT INTO NETSUITE DASHBOARD This screen shows our progress bars in association with the newly implemented Gantt charts so you ll know what s happening with your setup We can drill down even further by clicking the document #

25 B2B DIFFERENCE BUILT INTO NETSUITE DASHBOARD Here, we are as far as we can go, looking at the INVOIC document for BrownForman We still see the Gantt chart but now we can enter notes and see test files all within the portal

26 TRANSACTION REPORTS Under the reports tab in the Client Portal the client can view all transactions over a given time period B2BGateway can also the client a daily transaction report if required

27 TRANSACTION REPORTS A 997 is also known as a Functional Acknowledgement (FA) It lets the client know if the trading partner has received and accepted the file Receipt of a 997 does not necessarily mean that the file contains no errors

28 EXCEPTION REPORTS If a client sees an Open Exception in the Transaction Report, they should open up the Exception Reports Section on their Client Portal Here they will see files that have been rejected by the trading partner and a reason as to why the were rejected The client can then fix these errors and re-send or contact B2BGateway support for help

29 B2BGATEWAY FACT SHEET B2BGateway has been doing EDI since 1999, offering EDI and supply chain integration solutions to hundreds of NetSuite clients across the globe since 2001 Here are some other interesting facts about our EDI experience: Built For NetSuite and GS1 Accredited EDI Solution Provider B2BGateway processes over $30-billion dollars in transactions each month Thousands of client / TP partner relationships worldwide

30 TRADING PARTNERS B2BGatewayNet currently supports over 25,000 EDI relationships and presently works with hundreds of trading partners See our full list of Trading Partners across all verticals at wwwb2bgatewaynet/tradingpartnersasp - New trading partner relationships are added daily

31 CUSTOMER SERVICE B2BGateway has been providing excellent customer service to all of our clients, including those using NetSuite and we will continue to do so in the future Our dedicated setup project managers and the Rapid Response Team (RRT) are responsible for setting up and maintaining their trading partner relationships Available Support Setup phase dedicated project manager Rapid Response Team available for when issues need immediate attention Support is available 24/7 all year long and in your time zone These support features are included in the monthly fee at no extra cost

32 TOP 5 ADVANTAGES OF EDI Greater Accuracy by removing need to re-key data B2BGateway offers cloud-based, fullyintegrated EDI and automated supply chain solutions to all NetSuite users Integration with supply chain tools such as ERP, WMS, 3PL Greater Speed through electronic communication Our solutions, which remove the need to rekey data, are widely used in Wholesale Distribution, Retail, Manufacturing, Third Party Logistics (3PL), Automotive and Government industries Faster Payment from your Trading Partners Environmentally Friendly - reduce reliance on paper For ease of access, B2BGateway s EDI solution is built directly into the NetSuite user s dashboard

33 NETSUITE EDI PRICING MODEL Pricing Information SKU Based Pricing Our pricing is posted on our website (b2bgatewaynet/pricingasp) All EDIFACT and International EDI Transaction sets are supported at one low price All mapping changes and upgrades required included in standard fee ONE TIME SETUP FEES 1 Organizational Setup Fee AU $ Trading Partner Setup Fee AU $1100 RECURRING MONTHLY FEES 1 Basic Service Fee AU $175 2 Transactional Fees (per SKU) AU $010 3 VAN Comm Fees* (per KB) AU $020 4 Functional Acknowledgements No Charge +61 (2) or Sales@B2BGatewayNet * Communication Fees are conditional based on TP requirements

34 CELEBRATING NEW SYDNEY OFFICE - SPECIAL OFFER! To celebrate the launch of our new office in Sydney, B2BGateway is offering NetSuite users in the AU/NZ/Pacific region a very special offer: Sign up for B2BGateway s fully-integrated EDI solutions from July 1 st August 31 st, 2015 and receive a FREE ORGANIZATIONAL FEE! That s a saving of AU $1100, contact us after this webinar for further details We can be reached through the following: +61 (2) or Sales@B2BGatewayNet

35 Questions Anyone?

36 THANK YOU FOR WATCHING Call USA: Call Europe: Call Australia: Web: (USA) (EU) (AU) wwwb2bgatewaynet Sales@B2BGatewayNet