B2BGATEWAY EDI FOR QUICKBOOKS ONLINE

Transcription

1 YOUR GLOBAL EDI NETWORK B2BGATEWAY EDI FOR QUICKBOOKS ONLINE B2BGATEWAY NOVEMBER 02, 2016 Online NORTH AMERICA // +1 (401) EUROPE // +353 (0) AUSTRALIA //

2 TODAY S AGENDA & PRESENTERS 1 About B2BGateway 2 What Is EDI? 3 Where Does EDI Fit Into The Marketplace? 4 Working wit Amazon 5 GS1-128 labels 6 CommerceHub and ecommerce Platforms 7 B2BGateway and QuickBooks Online 8 B2BGateway Client Portal & Reporting Capabilities 9 Complementary QBO Add-On Partners 10 Customer Service 11 Case Study Drop Stop 12 Advantages of EDI 13 Accreditations & Awards 14 Pricing 15 Questions & Answers Roger Leyden Director of Global Business Development Aggie Grabowska Digital Marketing Executive

3 ABOUT B2BGATEWAY B2BGateway has been doing EDI since 1999, offering EDI and supply chain integration solutions to thousands of QuickBooks clients across the globe 1999 $30- biliion invoices processed per month 25,000+ trading relations

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 business 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 RETAILER

5 LET S START AT THE BASICS EDI is not an out of the box solution Whether your organization is implementing EDI on your own terms to introduce best business practice or you are implementing EDI to meet a Trading Partners requirement's, the following must be considered: EDI Standards (X12, EDIFACT, XML ) EDI Communication Protocols (VAN, AS2, FTP ) Integration with QuickBooks Online Protocols

6 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 Europe &Far East 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

7 POPULAR EDI COMMUNICATION PROTOCOLS VAN: The VAN (value-added network) is simply a secure network where EDI documents can be exchanged between a business and its trading partners An organization will be provided with a mailbox Documents are sent and received from there and the organization checks the mailbox periodically to retrieve its documents AS2: Applicability Statement 2 is a specification about how to transport data securely and reliably over the Internet Security is achieved by using digital certificates and encryption AS2 is one of the most popular methods for transporting data, especially EDI data over the Internet FTP: File Transfer Protocol is the commonly used protocol for exchanging files over the Internet FTP by itself does not provide the security needed for document exchange with other companies over the Internet More secure options sftp or FTPS may be preferred

8 INTEGRATION WITH QUICKBOOKS ONLINE

9 SO LET S PUT ALL THAT TOGETHER 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 X-12 Ver 5010 Encryption Annual Licensing Certification Consultant Fees VAN Van Mailbox Setup Mailbox Fees X-12 Ver 4040 Mapping Tools Modem Phone Consultant Fees FTP FTP Server FTP Credential X-12 Ver 4010 Mapping Tools Consultant Fees (EDI USER) FTPS FTPS Encryption Certificate X-12 Ver 3040 Mapping Tools Consultant Fees

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

11 WHERE DOES EDI FIT INTO THE MARKETPLACE? (ONLINE RETAILER) (BOX STORE RETAILER) (FACTORY) (EDI USER) 810 Invoice 820 Payment Remittance Advice 850 Outgoing PO / Incoming SO 852 Product Activity Data 846 Inventory Inquiry 855 PO Acknowledgement 856 Advanced Ship Notice 860 Purchase Order Change 940 Warehouse Ship Order 945 Warehouse Ship Advice (SHOPPING CART) 3PL (THIRD PARTY LOGISTICS) (FINANCIAL INSTITUTION)

12 WORKING WITH AMAZON INVOICE 850 OUTGOING PO / INCOMING SO 855 PURCHASE ORDER ACKNOWLEDGEMENT 860 PURCHASE ORDER CHANGE REQUEST 856 ADVANCE SHIP NOTICE 753 REQUEST FOR ROUTING 754 ROUTING INSTRUCTIONS 846 INVENTORY INQUIRY/ADVICE GS1 128 LABELS GS1 128 LABEL

13 GS1-128 LABELS 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

14 ONLINE RETAILERS & COMMERCEHUB Most Box Store Retailers who also have online (com) stores will use the CommerceHub platform to transmit EDI documents In this case, B2BGateway would communicate with CommerceHub first 850 Purchase Order [ Imported as Sales Order in QuickBooks Online ] 846 Inventory Advice [ Outbound reflecting inventory levels ] 810 Invoice [ Outbound to your Trading Partner ]

15 846 - INV INV PO PO ECOMMERCE PLATFORMS The following items are often required when trading with popular ecommerce sites: 850 Purchase Order 846 Inventory Advice / Inquiry Many QuickBooks Online clients use B2BGateway to connect with their ecommerce platforms to pull orders (EDI 850) and send Inventory updates (EDI 846) (ECOMMERCE PLATFORM)

16 B2BGATEWAY AND QUICKBOOKS ONLINE

17 B2BGATEWAY AND QUICKBOOKS ONLINE Once authorized, you ll be pushed to this screen saying the connection was established correctly! Connect directly with B2BGateway EDI directly through your Intuit QuickBooks Online Account

18 B2BGATEWAY AND QUICKBOOKS ONLINE It s easy to setup new partners for B2BGateway s App to work with Only setup and work with your EDI enabled partners Delete or add partners as needed easily

19 B2BGATEWAY CLIENT PORTAL

20 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

21 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

22 B2BGATEWAY AND QUICKBOOKS ADD-ONS

23 B2B DIFFERENCE CUSTOMER SERVICE B2BGateway has been providing excellent customer service to all of our clients, including QuickBooks Online and we will continue to do so in the future B2BGateway has developed two new teams to help clients with setting up and maintaining their trading partner relationships The teams consist of a dedicated Setup Team for the setup phase of the relationship and thereafter the Rapid Response Team (RRT) is available for any ongoing requests the client may have during the lifetime of the relationship Available Support Setup phase dedicated project manager with trading partner liaison executive to ensure we meet all current trading partner requirements Rapid Response Support 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 24/7

24 SUCCESS STORY DROP STOP Drop Stop are the manufacturers and distributors of a patented device which stops items being dropped between the front seats and center console of vehicles After winning a $300,000 investment on ABC s Shark Tank television show, Drop Stop won a contract to supply their goods to Walmart stores A condition of supplying a major retailer like Walmart is that the supplier must be EDI compliant Using QuickBooks Online as their accounting software, Drop Stop needed to find an EDI solution provider that could offer cloud based, fully integrated EDI solutions with QBO They chose B2BGateway B2BGateway was not only able to provide Drop Stop with an EDI connection to Walmart but also one to their 3PL Motivational Fulfillment & Logistics which help to automate their supply chain even further

25 SUCCESS STORY DROP STOP TRADING PARTNERS INCLUDE AVERAGE ANNUAL VOLUME UNIQUE SELLING POINT Walmart Motivational Fulfilment & Logistics Services c 450 Purchase Orders B2BGateway s EDI solution has greatly improved Drop Stop s supply chain efficiencies, reduced errors and drastically cut down on costs

26 ADVANTAGES OF Meet Customer Requirements: QuickBooks Online users are able to meet the supply contract requirements of all major Online and Box Store Retailers Integrate with 3PL s QuickBooks Online users are able to communicate effectively and efficiently with their outsourced third party logistics providers (3PL) GS1-128 Labels B2BGateway can support the outer case GS1-128 barcode labels and Packing Slips that may be required by trading partners CommerceHub B2BGateway can automate the flow of data between Online Retailer Hubs such as CommerceHub and VendorNet Full Communication Integration B2BGateway is a complete communications hub can work with all data formats such as XML, CSV as well as the traditional EDI formats and standards Customization B2BGateway can customize solutions to meet the individual QuickBooks Online users needs

27 B2B DIFFERENCE ACCREDITATIONS AND AWARDS B2BGateway is a QuickBooks Gold Developer since * Reviews on Intuit s new 3 rd Party App Store wwwappscom GS1 Accredited Solution Provider 2016 Supply Chain Pro to Know awarded by Supply & Demand Chain Executive Magazine Top 20 Logistics Solution Provider by CIO Review Magazine Selected by Providence Business News as a 2015 PBN Fastest Growing and Innovative Company

28 HOW MUCH DOES IT COST? Organizational Setup Fee $300 one time fee Trading Partner Fee $300 One time setup fee per trading partner B2BGATEWAY has been providing excellent customer service to all of our clients, including QuickBooks users and we will continue to do so in the future Our pricing is posted on our website All (318+) EDI X-12 Transaction sets are supported at one low price Free Cross Reference Tables All mapping changes and upgrades required included in standard fee Basic Service Fee $89/mo EDI Transactional Fee $006/SKU line Fully managed 997 Functional Acknowledgement Free SETUP FEES PRICING RECURRING FEES

29 Questions Anyone?

30 THANK YOU FOR WATCHING Call USA: Call Europe: Call Australia: Web: (USA) (EU) (AU) wwwb2bgatewaynet