B2BGATEWAY EDI FOR QUICKBOOKS ONLINE

Transcription

1 YOUR GLOBAL EDI NETWORK B2BGATEWAY EDI FOR QUICKBOOKS ONLINE B2BGATEWAY DECEMBER 02, 2015 NORTH AMERICA // +1 (401) EUROPE // +353 (0) AUSTRALIA //

2 TODAY S AGENDA & PRESENTERS 1 What Is EDI? 2 Where Does EDI Fit Into The Marketplace? 3 EDI 753/754 & ASN And GS1-128 Label 4 GS1-128 labels 5 Popular Market Verticals 6 EDI standards 7 EDI and the Omni-Channel 8 B2BGateway and QuickBooks Online 9 B2BGateway Client Portal Reporting Capabilities 10 Customer Service 11 Pricing 12 B2BGateway Fact Sheet 13 Top 5 advantages of EDI 14 Questions & Answers Roger Leyden Director of Global Business Development Aggie Grabowska Digital Marketing Executive

3 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

4 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)

5 EDI 753/754 & ASN AND GS1-128 LABEL 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

6 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

7 WHERE DOES EDI FIT INTO THE MARKETPLACE Most Popular Market Verticals That Use EDI: Wholesale Distribution Boxstore Retail (Walmart, Target, CVS ) Online Retail (Amazon, Zappos, Buycom ) Shopping Cart Integration (Magento, Shopify, Bigcommerce ) Third Party Logistics (3PL) Manufacturing Automotive Pharmaceutical & Healthcare Government Finance

8 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

9 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

10 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

11 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 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 FTPS FTPS Software Encryption Software Software Certificate X-12 Ver 3040 Mapping Tools Consultant Fees

12 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 FTPS

13 EDI AND 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

14 940 - WSO WSO WSA WSA 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: 940 Warehouse Shipping Order 945 Warehouse Shipping Advice 856 Advance Ship Notice (ASN) UCC / GS1-128 Barcode Labels In this simplified scenario, there are only two steps: 1 An EDI 940 (Warehouse Ship Order) is sent from the client to their trading partner and 3PL 2 The 3PL returns an EDI 945 (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)

15 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 NetSuite ] 846 Inventory Advice [ Outbound reflecting inventory levels ] 810 Invoice [ Outbound to your Trading Partner ]

16 846 - INV INV PO PO ECOMMERCE PLATFORMS The following items are often required when trading with popular ecommerce sites: 850 Purchase Order 810 Invoice 846 Inventory Advice / Inquiry Many NetSuite clients use B2BGateway to connect with their ecommerce platforms to pull orders (EDI 850) and send Inventory updates (EDI 846) (ECOMMERCE PLATFORM)

17 B2BGATEWAY AND QUICKBOOKS ADD-ONS

18 B2BGATEWAY AND QUICKBOOKS ONLINE It s easy to start using B2BGateway s fullyintegrated EDI solution for QuickBooks Online Sign into your QuickBooks Online Account Search for B2BGateway APP and authorize the connection Available at Appscom

19 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

20 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

21 B2BGATEWAY CLIENT PORTAL

22 CLIENT PORTAL REPORTING - TRANSACTION REPORTS Each B2BGateway client gets access to their unique B2BGateway Client Portal 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

23 CLIENT PORTAL REPORTING 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 997 Accepted: Trading Partner has received & accepted your file 997 Rejected: Trading Partner has rejected your file Open Exception: There are issues with the file you tried to send Check the Exception Report for details Fix and resend the file Closed Exception: The file was fixed and resent or someone closed the exception manually Blank Field: A 997 has not yet been received from the Trading Partner or this is an inbound file Open Exception Closed Exception

24 CLIENT PORTAL REPORTING - 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

25 CUSTOMER SERVICE B2BGateway has been providing excellent customer service to all of our clients since 1999 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 (1) Setup Team: A dedicated Project Manager and setup team is assigned to each new QuickBooks client for the implementation phase of the project (2) Rapid Response Team (RRT): The RRT is there to assist any client with any issues they may come across once in production Each client has direct access to the RRT team with emergency 24/7 support if needed 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

26 HOW MUCH DOES IT COST? 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 PRICING Our pricing is posted on our website (b2bgatewaynet/pricingasp) All (318+) EDI X-12 Transaction sets are supported at one low price Free Cross Reference Tables SETUP FEES Organizational Setup Fee (one time fee) Trading Partner Fee (One time setup fee per trading partner) RECURRING FEES Basic Service Fee EDI Transactional Fee $300 $300 $89 per month $006/ SKU line All mapping changes and upgrades required included in standard fee 997 Functional Acknowledgements (fully managed) Free

27 B2BGATEWAY FACT SHEET B2BGateway has been doing EDI since 1999, offering EDI and supply chain integration solutions to thousands of clients across the globe 1999

28 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

29 TOP 5 ADVANTAGES OF EDI Integration with supply chain tools such as ERP, WMS, 3PL Faster Payment from your Trading Partners Greater Accuracy by removing need to re-key data Environmentally Friendly - reduce reliance on paper Greater Speed through electronic communication 1 Greater Accuracy Removing the need to rekey data greatly reduces the potential for human error 2 Integration EDI allows true integration with all relevant parties/systems in your supply chain: 3PL, WMS, ERP 3 Greater Speed Electronic almost real time communications 4 Faster Payments EDI speeds up your Order to Payment cash cycle with you Trading Partners 5 Environmentally Friendly EDI removes the need for paper and printing This not alone helps the environment but can drastically reduce your overall costs

30 Questions Anyone?

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