YOUR GLOBAL EDI NETWORK EDI FOR NETSUITE FERN & B2BGATEWAY MARCH 15, 2016 NORTH AMERICA // +1 (401) 491-9595 EUROPE // +353 (0) 61 708533 AUSTRALIA // +61 2 8003 7584
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 Built Into The NetSuite Dashboard 10 Transaction and Exception Reports 11 Customer Service 12 How Much Does It Cost? 13 B2BGateway Fact Sheet 14 Top 5 Advantages of EDI 15 Special Offer to Celebrate Sydney Office 16 B2BGateway Contact Information Dante Dell Agnese AU Sales Director B2BGATEWAY Will O Dwyer Services Director FERN
ABOUT B2BGATEWAY B2BGateway has been doing EDI since 1999, offering EDI and supply chain integration solutions to thousands of clients and trading partners across the globe since 1999 1999 $30- biliion 25,000+ trading relations
Fern: Cloud Solutions Provider Background NetSuite Solutions Provider since 2011 Customers in HK, PRC, US, Taiwan and South East Asia Experienced consultants Spotfire solution partner IT Consulting Other Businesses Business Intelligence EDI consulting Customers Services Trading Add-On 3 rd party ecommerce site integration POS integration NetSuite CRM/Booking integration Pricing/Estimate Customization
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
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
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 NetSuite Protocols
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 FTPS FTPS Software Encryption Software Software Certificate X-12 Ver 3040 Mapping Tools Consultant Fees
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
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)
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)
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
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
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)
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
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
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
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
WHERE DOES EDI FIT INTO THE MARKETPLACE If you trade in any of the following Market Verticals You WILL Need EDI: SELL THROUGH ONLINE MARKETPLACE SUPPLY BOX STORE RETAILERS USE THIRD PARTY LOGISTICS (3PL) ORDER FROM A MANUFACTURER SELL DIRECT ONLINE SUPPLY GOVERNMENT / FINANCE SECTOR
HOW CAN B2BGATEWAY HELP YOUR EDI REQUIREMENTS? Integration between our distributors and our accounting and warehousing functions use to be a big paperwork nightmare that took many staff hours to reconcile Now, with B2BGateway, it's there, at our fingertips, fully accountable and in the cloud Employees in Sydney, San Francisco, London and Toronto are now all on the same page, and our staff requirements have been reduced by nearly 20% How good is that?
MANAGE YOUR EDI ACCOUNT WITH B2BGATEWAY CLIENT PORTAL
CLIENT PORTAL FEATURES In the Client Portal clients can view and manage their EDI relationships Features include: Business Intelligence such as Most Active Trading Partners, Documents Processed Per Day, Trading Partner Relationships Progress View and update company information Contact support View Trading Partners Status and add new Trading Partners Reprocess EDI documents Login to Cross Reference and WSS View reports such as Transaction, Exception and/or Custom Reports
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! Using web-services integration the NetSuite user never has to leave their NetSuite to access their B2BGateway Client Portal
B2B DIFFERENCE BUILT INTO NETSUITE DASHBOARD B2BGateway does not require the NetSuite user to purchase an additional seat but rather we can use the admin rights of an existing user Inbound documents reach the NetSuite user account in real time Outbound documents will be pulled on a scheduled basis based on set criteria of a saved search
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 email the client a daily transaction report if required
CLIENT PORTAL REPORTING FUNCTIONAL ACKNOWLEDGEMENT 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 Open Exception Closed Exception Blank Field: A 997 has not yet been received from the Trading Partner or this is an inbound file
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
CLIENT PORTAL REPORTS
NETSUITE AUTOMATIC ITEM FULFILLMENT INVOIC INVOIC TRADING PARTNER DESADV ORDERS ORDERS DESADV INSDES 3PL NETSUITE USER INVOIC INVOICE ORDERS OUTGOING PO / INCOMING SO DESADV ADVANCE SHIP NOTICE INSDES WAREHOUSE SHIP ORDER DESADV WAREHOUSE SHIPPING ADVICE DESADV
NETSUITE AUTOMATIC ITEM FULFILLMENT
RAPID RESPONSE TEAM HOW THE SYSTEM WORKS 1 Client enters support request with as much detail as possible 2 Maintenance request with task ID is created and sent to Rapid Response Team 3 RRT will assess task and assign to correct programming team 4 Client can view progress of task in Client Portal using the correct task ID 5 When task is complete client must sign off and close 6 If client doesn t respond after 14 days the task will automatically be closed down by the RRT team
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
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
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 USD $999 2 Trading Partner Setup Fee USD $750 RECURRING MONTHLY FEES 1 Basic Service Fee USD $149 2 Transactional Fees (per SKU) USD $006 3 VAN Comm Fees* (per KB) USD $016 4 Functional Acknowledgements No Charge +61 (2) 8003 7584 or danted@b2bgatewaynet * Communication Fees are conditional based on TP requirements
Questions Anyone?
THANK YOU FOR WATCHING Call USA: Call Europe: Call Australia: Web: Email: +1 401 491 9595 (USA) +353 61 708533 (EU) +61 2 8003 7584 (AU) wwwb2bgatewaynet danted@b2bgatewaynet