EDI FOR QUICKBOOKS ONLINE

Transcription

1 YOUR GLOBAL EDI NETWORK EDI FOR QUICKBOOKS ONLINE B2BGATEWAY JUNE 10, 2015 NORTH AMERICA // +1 (401) EUROPE // +353 (0) AUSTRALIA //

2 TODAY S AGENDA & PRESENTERS 1 What is EDI? 2 What is the Omni-Channel 3 Omni-Channel EDI solutions 4 Where does EDI fit into the marketplace? 5 Third Party Logistics (3PL) EDI 6 Online Retailers and CommerceHub EDI 7 ecommerce Platform EDI 8 B2BGateway EDI and QuickBooks Online 9 Pricing 10 Customer Service 11 B2BGateway Fact Sheet & Trading Partners 12 Top 5 Advantages of EDI 13 Questions & Answers 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 EDI USER RETAILER

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 FTP Server FTP Software Software Credential X-12 Ver 4010 Mapping Tools Consultant Fees EDI USER FTPS FTPS Software Encryption Software Software Certificate X-12 Ver 3040 Mapping Tools Consultant Fees

5 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 EDI USER FTPS

6 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

7 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

8 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

9 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

10 X12 Format WHERE DOES EDI FIT INTO THE MARKETPLACE? (ONLINE RETAILER) (BOX STORE RETAILER) (FACTORY) 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)

11 940 - 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)

12 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

13 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 ]

14 846 - 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)

15 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

16 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

17 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

18 B2BGATEWAY AND QUICKBOOKS ONLINE Automated EDI? Yes please! Use B2BGateway s Automatic Scheduler to send EDI documents from your Intuit QuickBooks Online Account

19 B2BGATEWAY AND QUICKBOOKS ONLINE Need a history? No problem Click the Import and Export history tabs to view a full history of all EDI transactions Click the date or export / import type for more information about the transaction

20 QUICKBOOKS ONLINE 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

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

22 B2BGATEWAY FACT SHEET B2BGateway has been doing EDI since 1999, offering EDI and supply chain integration solutions to thousands of clients across the globe Here are some other interesting facts about our EDI experience: GS1 Accredited EDI Solution Provider QuickBooks Gold Developer since 2003 B2BGateway processes over $30-billion dollars in client / TP transactions each month Thousands of client / TP partner relationships worldwide and can handle ALL international standards that may be required X12, EDIFACT, Tradacom, PEPPOL, etc

23 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

24 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 1 Removes the need to re-key data 2 Provides greater speed and efficiency 3 Shortens the order to payment cycle 4 Is fully-integrated and easy to use 5 Is environmentally friendly Faster Payment from your Trading Partners Environmentally Friendly - reduce reliance on paper Don t forget to check us out online at Intuit s newly created Appscom page search for B2BGateway to view demonstration videos and receive other important information We re always available at x5

25 Questions Anyone?

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