B2BGATEWAY S EDI FOR QUICKBOOKS YOUR GLOBAL EDI NETWORK B2BGATEWAY JULY 08, 2015

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1 YOUR GLOBAL EDI NETWORK B2BGATEWAY S EDI FOR QUICKBOOKS B2BGATEWAY JULY 08, 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 Third Party Logistics (3PL) EDI 4 Online Retailers and CommerceHub EDI 5 ecommerce Platform EDI 6 Popular Market Verticals 7 UCC/GS1-128 Labels 8 Global EDI Standards 9 Transaction and Exception Reports 10 Customer Service 11 How Much Does It Cost? 12 B2BGateway Fact Sheet 13 Top 5 Advantages of EDI 14 B2BGateway Contact Information Jon Bellemore SMB Sales 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 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 QuickBooks user

4 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 FTPS FTP Server FTPS Software FTP Software Encryption Software Software Credential Software Certificate X-12 Ver 4010 X-12 Ver 3040 Mapping Tools Mapping Tools Consultant Fees Consultant Fees QuickBooks user

5 B2BGATEWAY MAKES IT EASY AS2 VAN FTP FTPS 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 QuickBooks user

6 X12 Format WHERE DOES EDI FIT INTO THE MARKETPLACE? (ONLINE RETAILER) (BOX STORE RETAILER) (FACTORY) QuickBooks user 810 Invoice 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) (THIRD PARTY LOGISTICS)

7 940 - 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 QuickBooks user 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 QuickBooks (THIRD PARTY LOGISTICS)

8 ONLINE RETAILERS The following EDI transaction sets are popular with online retailers such as Amazon, Wayfair, Zappos and others: 850 Purchase Order 810 Invoice 846 Inventory Inquiry Advice Drop Shipping to Warehouses QuickBooks user

9 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 QuickBooks user 850 Purchase Order [ Imported as Sales Order in QuickBooks ] 846 Inventory Advice [ Outbound reflecting inventory levels ] 810 Invoice [ Outbound to your Trading Partner ]

10 846 - 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 QuickBooks clients use B2BGateway to connect with their ecommerce platforms to pull orders (EDI 850) and send Inventory updates (EDI 846) (ECOMMERCE PLATFORM)

11 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

12 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 CLIENT ERP / WMS / OMS USING B2BGATEWAY EDI SERVICES 850 DROP SHIP PURCHASE ORDER DROP SHIP SUPPLIER WAREHOUSE / 3PL ORDERS AND SHIPMENTS REACHING YOUR CUSTOMERS! BOX STORE

13 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, Target, CVS, etc) To online retailers (Amazon, Buycom, Wayfair, 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 (EDI 850) Invoices (EDI 810) Inventory Updates (EDI 846) Warehouse Shipping Orders (EDI 940) Advanced Shipping Notices (EDI 856) and so forth to be exchanged seamlessly and without error

14 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

15 POPULAR MARKET VERTICALS NATURAL PRODUCTS PET CARE AND SUPPLIES

16 POPULAR MARKET VERTICALS FOOD, WINE AND BEVERAGES OUTDOOR ACTIVITIES

17 POPULAR MARKET VERTICALS KIDS AND BABIES CONSUMER ELECTRONICS

18 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

19 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 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

20 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

21 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

22 B2BGATEWAY WORKS WITH ALL QUICKBOOKS PRODUCTS

23 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

24 HOW DOES B2BGATWAY WORK WITH QUICKBOOKS? Step Number 1: QuickBooks users are notified there are orders (or other documents) waiting to be imported when they see the B2BGateway EDI icon flashing A message will also pop up indicating orders are ready

25 HOW DOES B2BGATWAY WORK WITH QUICKBOOKS? Step Number 2: QuickBooks users simply need to press one button to download the orders or other documents from B2BGateway s system Press one button to get new orders

26 HOW DOES B2BGATWAY WORK WITH QUICKBOOKS? Step Number 3: Documents can be viewed, edited, printed or archived with a single click

27 HOW DOES B2BGATWAY WORK WITH QUICKBOOKS? Step Number 4: QuickBooks users can then send those documents that were downloaded into QuickBooks Hundreds of orders can be pushed to QB through a single click Press one button to send docs to QB

28 HOW DOES B2BGATWAY WORK WITH QUICKBOOKS? Step Number 5: Sending Invoices or Purchase Orders are even easier Simply select the document type (A), select the date (B), select your documents (C) and then click SEND! Select Document Type (A) Choose Documents (C) Select Date (B) Send! (D)

29 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

30 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

31 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

32 CUSTOMER SERVICE B2BGateway has been providing excellent customer service to all of our clients, including QuickBooks 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 These new teams have been established at B2BGateway in order to reduce response times and decrease relationship setup times The new Rapid Response Team, known as RRT, has brought the average response time down to 2:46 (two hours and forty six minutes) and the new setup team has decreased setup times by 45% 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

33 QUICKBOOKS PRICING MODELS* Bundled Pricing SKU Based Pricing ONE TIME SETUP FEES 1 Organizational Setup Fee $300 2 Trading Partner Setup Fee $300 ONE TIME SETUP FEES 1 Organizational Setup Fee $300 2 Trading Partner Setup Fee $300 RECURRING MONTHLY FEES 1 Documents # $099 2 Documents # $129 3 Documents # $169 4 Documents # $209 5 Documents # $249 6 Documents # $Call RECURRING MONTHLY FEES 1 Basic Service Fee $089 2 Transactional Fees (per SKU) $006 3 Communication Fees? (per KB) $016 * Excludes QuickBooks Enterprise

34 B2BGATEWAY FACT SHEET B2BGateway has been doing EDI since 1999, offering EDI and supply chain integration solutions to thousands of QuickBooks clients across the globe since 2002 Here are some other interesting facts about our EDI experience: QuickBooks Gold Developer and GS1 Accredited EDI Solution Provider B2BGateway processes over $30-billion dollars in client / TP transactions each month Thousands of client / TP partner relationships worldwide

35 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

36 TOP 5 ADVANTAGES OF EDI Integration with supply chain tools such as ERP, WMS, 3PL Greater Accuracy by removing need to re-key data Greater Speed through electronic communication B2BGateway offers cloud-based, fully-integrated EDI and automated supply chain solutions to all QuickBooks users Our solutions, which remove the need to re-key data, are widely used in Wholesale Distribution, Retail, Manufacturing, Third Party Logistics (3PL), Automotive and Government industries We also to provide connections to ecommerce platforms such as Magento, Volusion, 3dcart and Shopify Faster Payment from your Trading Partners Environmentally Friendly - reduce reliance on paper

37 Questions Anyone?

38 THANK YOU FOR WATCHING Call USA: Call Europe: Web: (USA) (EU) wwwb2bgatewaynet