FULLY-INTEGRATED EDI SOLUTIONS FOR NETSUITE & CLIENTS OF ALTICO ADVISORS

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1 YOUR GLOBAL EDI NETWORK FULLY-INTEGRATED EDI SOLUTIONS FOR NETSUITE & CLIENTS OF ALTICO ADVISORS B2BGATEWAY & ALTICO ADVISORS JUNE 10, 2015 NORTH AMERICA // +1 (401) EUROPE // +353 (0) AUSTRALIA //

2 TODAY S AGENDA & PRESENTERS 1 Introducing Altico Advisors 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 Built Into The NetSuite Dashboard 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 & ALTICO ADVISORS' Contact Info B2BGateway Jon Bellemore SMB Sales Executive x2101 Altico Advisors Marcia Nita Doron Marketing Director x107

3 INTRODUCING ALTICO ADVISORS Award winning Altico Advisors of Massachusetts are experts in implementing NetSuite for ERP & CRM in the cloud

4 A FEW WORDS ABOUT ALTICO ADVISORS Who we are Premier provider of ERP and CRM software solutions for midmarket companies throughout New England and beyond What we do Our seasoned team assesses your business processes and determines the best solution for your company What s in a name Altico derives from the Greek word meaning to nurture Our goal is to nurture our clients and help them grow

5 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 ALTICO ADVISORS' CLIENT

6 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 5010 Encryption 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 ALTICO ADVISORS' CLIENT FTPS FTPS Software Encryption Software Software Certificate X-12 Ver 3040 Mapping Tools Consultant Fees

7 B2BGATEWAY MAKES IT EASY AS2 VAN FTP FTPS AS2 Server AS2 Software X-12 Ver 5010 Encryption Annual Licensing Software Certification Consultant Software Fees Van Mailbox Setup Mailbox Fees X-12 Ver Mapping Modem Consultant Software FTP FTP Software 4040 X-12 Ver Tools Mapping Phone Consultant Fees FTPS Encryption Software Server Software Software Credential 4010 X-12 Ver Tools Mapping Fees Consultant Software Certificate 3040 Tools Fees ALTICO ADVISORS' CLIENT

8 X12 Format WHERE DOES EDI FIT INTO THE MARKETPLACE? (ONLINE RETAILER) (BOX STORE RETAILER) (FACTORY) ALTICO ADVISORS' CLIENT 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)

9 940 - 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)

10 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

11 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 ALTICO ADVISORS' CLIENT 850 Purchase Order [ Imported as Sales Order in NetSuite ] 846 Inventory Advice [ Outbound reflecting inventory levels ] 810 Invoice [ Outbound to your Trading Partner ]

12 846 - 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)

13 POPULAR MARKET VERTICALS NATURAL PRODUCTS PET CARE AND SUPPLIES

14 POPULAR MARKET VERTICALS FOOD, WINE AND BEVERAGES OUTDOOR ACTIVITIES

15 POPULAR MARKET VERTICALS KIDS AND BABIES CONSUMER ELECTRONICS

16 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

17 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!

18 B2B DIFFERENCE BUILT INTO NETSUITE DASHBOARD 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

19 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 #

20 B2B DIFFERENCE BUILT INTO NETSUITE DASHBOARD Here, we are as far as we can go, looking at the 810-invoice document for BrownForman We still see the Gantt chart but now we can enter notes and see test files all within the portal

21 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

22 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

23 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

24 CUSTOMER SERVICE B2BGateway has been providing excellent customer service to all of our clients, including NetSuite 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

25 HOW MUCH DOES IT COST? B2BGateway s pricing for NetSuite is available on our website by clicking on the EDI Information tab and clicking get pricing SETUP FEES Organizational Setup Fee (one time fee) $999 PRICING Our pricing is posted on our website (b2bgatewaynet/pricingasp) All (318+) EDI X-12 Transaction sets are supported at one low price Trading Partner Fee (One time setup fee per trading partner) RECURRING FEES Basic Service Fee $750 $149 per month Free Cross Reference Tables All mapping changes and upgrades required included in standard fee EDI Transactional Fee 997 Functional Acknowledgements (fully managed) $006/ SKU line Free

26 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 client / TP transactions each month Thousands of client / TP partner relationships worldwide

27 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

28 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 NetSuite 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 For ease of access, B2BGateway s EDI solution is built directly into the NetSuite user s dashboard Don t forget to check us out at SuiteWorld 2015! Faster Payment from your Trading Partners Environmentally Friendly - reduce reliance on paper

29 Questions Anyone? Please open your WebEx Chat Box to send a question

30 Call Our Office (EU) +1 (401) (USA) Call Our Office +1 (508) Visit on the Web wwwb2bgatewaynet Visit on the Web wwwalticoadvisorscom Send an Send an