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“YOUR GLOBALEDI NETWORK”B2BGATEWAY‘SEDI FORQUICKBOOKSB2BGATEWAYJULY 08, 2015NORTH AMERICA // 1 (401) 491-9595EUROPE // 353 (0) 61 708533AUSTRALIA // 61 2 8003 7584
1.2.3.4.5.6.7.8.9.10.11.12.13.14.What Is EDI?Where Does EDI Fit Into The MarketplaceThird Party Logistics (3PL) EDIOnline Retailers and CommerceHub EDIeCommerce Platform EDIPopular Market VerticalsUCC/GS1-128 LabelsGlobal EDI StandardsTransaction and Exception ReportsCustomer ServiceHow Much Does It Cost?B2BGateway Fact SheetTop 5 Advantages of EDIB2BGateway Contact Information.TODAY’S AGENDA & PRESENTERS.B2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAYJon BellemoreSMB Sales Executive
WHAT IS EDI? IT SOUNDS SIMPLE .EDI (Electronic Data Interchange) is defined as the structured transmission of data betweenorganizations by electronic means. It is used to transfer electronic documents such asPurchase Orders, Invoices, Advance Shipping Notices (ASNs), and many more from onecomputer system to another, i.e. from one trading partner to another trading �S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY
BUT IT CAN BE VERY COMPLEX AS2AS2 2 Software X-12 Ver. 5010EncryptionSoftwareConsultantSoftware CertificationAnnual LicensingFees.Mailbox Setup Mailbox Fees X-12 Ver.4040.Each trading partner specifies their required communication method and which documentsthey require to complete EDI transactions. This can make the EDI process very complex asillustrated 2 Ver. ateX-12 Ver.3040MappingToolsB2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: nsultantFeesQuickBooksuser
B2BGATEWAY MAKES IT EASY .AS2.VANFTPAS2 ServerVanSoftwareFTPFTPSServerSoftwareSoftware CertificationConsultantAS2 Software X-12 Ver. 5010Encryption Annual LicensingFeesSoftwareMailbox Setup Mailbox Fees X-12 Ver.MappingConsultantModem4040ToolsPhoneConsultant FeesFTPX-12 Ver. MappingSoftwareEncryptionSoftwareX-12Ver. ToolsMapping icateTools3040FeesQuickBooksuserFTPSB2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY
WHERE DOES EDI FIT INTO THE MARKETPLACE?X12Format(ONLINE RETAILER)(FACTORY)846855.846850852846(BOX STORERETAILER)810852852 – Product Activity Data846 – Inventory Inquiry850810850 – Outgoing PO / Incoming SO855 – P.O. Acknowledgement856 – Advanced Ship Notice846QuickBooksuser860 – Purchase Order Change940 – Warehouse Ship Order945 – Warehouse Ship Advice(SHOPPING CART)(THIRD PARTY LOGISTICS)B2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY.810 – Invoice846
THIRD PARTY LOGISTICS – 3PL EDI2.The 3PL returns an EDI 945 (Warehouse Ship Advice) to let theclient know the goods have been shipped. This lets the clientfulfill the sales order in their QuickBooks.B2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY945 - WSAIn this simplified scenario, there are only two steps:1. An EDI 940 (Warehouse Ship Order) is sent from the client to theirtrading partner and 3PL.940 - WSO.(THIRD PARTY LOGISTICS).945 - WSAQuickBooksuser940 - WSOThe term “3PL” indicates that your client uses a 3rd party forwarehousing and shipping needs. The following EDI documents arecommon: 940 – Warehouse Shipping Order 945 – Warehouse Shipping Advice 856 – Advance Ship Notice (ASN) UCC / GS1-128 Barcode Labels
The following EDI transaction sets are popular with onlineretailers such as Amazon, Wayfair, Zappos and others: 850 – Purchase Order 810 – Invoice 846 – Inventory Inquiry Advice Drop Shipping to Warehouses.B2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAYQuickBooksuser.ONLINE RETAILERS
ONLINE RETAILERS & COMMERCEHUB.Most “Box Store Retailers” who also have online (.com) stores will use the CommerceHubplatform to transmit EDI documents. In this case, B2BGateway would communicate withCommerceHub first .QuickBooks user850 – Purchase Order [ Imported as Sales Order in QuickBooks ]846 – Inventory Advice [ Outbound reflecting inventory levels ]810 – Invoice [ Outbound to your Trading Partner ]B2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY
846 - INVMany QuickBooks clients use B2BGateway to connect with theireCommerce platforms to pull orders (EDI 850) and send Inventoryupdates (EDI 846)(ECOMMERCE PLATFORM)B2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY.850 - PO.850 - POThe following items are often required when trading with populareCommerce sites: 850 – Purchase Order 810 – Invoice 846 – Inventory Advice / Inquiry846 - INVECOMMERCE PLATFORMS
WHAT IS THE OMNI-CHANNEL?.Retailers are meeting the new customerdemands by deploying specialized supplychain strategies and software solutions.Today’s suppliers must be able to supportthe Omni-Channel retailers new demandsor face the possibility of extinction over thecoming years.B2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY.The ‘Omni-Channel’ is the evolution of‘multi-channelretailing’,butisconcentrated more on a seamlessapproach to the consumer experiencethrough all available shopping channels;for example: Mobile internet devices Computers Bricks-and-mortar Television Radio Direct mail Sales catalogs, etc.
WHAT IS THE OMNI-CHANNEL?.ONLINE MARKETPLACESThe major challenge for today’s suppliers, in order to meet the retailers' new Omni-Channelneeds, is to get their goods and services to the correct channel as quickly and as accurately aspossible and, needless to say, in the most cost effective manner.CLIENT ERP / WMS / OMS USINGB2BGATEWAY EDI SERVICES.850DROP SHIPPURCHASE ORDER846850810855940945ECOMMERCE SITESDROP SHIPSUPPLIERWAREHOUSE /3PL850846856810850B2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAYBOX STOREORDERS ANDSHIPMENTSREACHINGYOURCUSTOMERS!
Fully integrated EDI solutions deliver fullend to end seamless connectivitybetween the supplier and all parties inthe supply chain From box store retailers (Wal-Mart,Target, CVS, etc.) To online retailers (Amazon,Buy.com, Wayfair, etc.) To manufacturers, third partylogistics providers (3PL) and even online shopping carts(which may be powered by onlineplatform providers such as 3dcart,Volusion, Magento, Shopify, etc.). Using EDI allows all business documentationneeded 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 exchangedseamlessly and without error.B2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY.HOW DOES EDI HELP THE OMNI-CHANNEL?
HOW DOES EDI HELP THE OMNI-CHANNEL? The supplier benefits greatly from increased speed increased accuracy greater visibility reduced labor costs. As EDI introduces full automation there is: No need for the supply chain partners to re-key data. 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 costsB2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY
POPULAR MARKET VERTICALSPET CARE AND SUPPLIES.NATURAL PRODUCTS.B2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY
POPULAR MARKET VERTICALSOUTDOOR ACTIVITIES.FOOD, WINE AND BEVERAGES.B2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY
POPULAR MARKET VERTICALSCONSUMER ELECTRONICS.KIDS AND BABIES.B2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY
GS1-128 LABELSGS1-128 labels are an outer label affixed to each carton and/or palletand provide information about a particular shipment. This label willalert the trading partner about shipment information such as who thevendor / supplier is, carton content, store ship to location, etc., and is amix of both human readable as well as scan able information.The GS1-128 label on every carton is scanned at its destination location(e.g. trading partner central warehouse) and information usually is tiedto an Advance Ship Notice (ASN) that has already been transmitted viaEDI to the trading partner from the supplier.B2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY.In today’s business environment, GS1-128 (formerly known as UCC128) labels have become a necessary part of the criteria for largeformat retailers in automating the supply chain with their suppliers.
POPULAR GLOBAL EDI STANDARDSEDIFACT Developed by the UnitedNations (UN) in 1986 Most popular EDI transactionset in North America Transaction sets given numericvalues, e.g. PO 850, Invoice 810 etc. Multiple standards within X12,4010, 4030, 5010 etc. Most popular EDI transaction setoutside of N. America. Mostlyused in Europe &Far EastTradacoms Developed by the United Kingdom Retail Sector in 1982 Had been most popular EDITransaction Set in UK but isnow being over taken byEDIFACT Still used today by UK retailersbut is slowly being phased outand replaced by EDIFACTsubset Eancom.ANSI X12 Developed by AmericanNational Standards Institute(ANSI) in 1979.Transaction sets given names.PO ORDERS, Invoice INVOIC,etc.Multiple standards withinEDIFACT. Most popular currentstandard is D96AB2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY
POPULAR GLOBAL EDI STANDARDSOIOUBL Developed in 2010 andpredominantly used in Danishand Scandinavian marketsOdette Developed by EuropeanAutomotive Manufacturers in1984.PEPPOL Established by EU in 2012after testing Pilot Projectssince 2008. Standard used to send eInvoices to EU governmentand public sector bodies Subset of UBL 2.0 (UniversalBusiness Language) Widely used throughout theAutomotive sector Still in its infancy Established CommunicationProtocol OFTP Transaction sets are based onEDIFACT messagingNetwork of Approved PEPPOLproviders has been establishedB2BGateway helped Irish Gov’tto run PEPPOL project andmeet requirementsB2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY
POPULAR GLOBAL EDI STANDARDSEDIFACT – ORDERS (PURCHASE ORDER)TRADACOMS – ORDHDR (PURCHASE ORDER)ISA*00**00**08*925485US00 *08*472103RI*141106*1211*:*00501*850011160*0*P* EF*IA*472103030FOB*CC*OR*CHICAGO 21DTM*063*20150128PID*S*08*VI*FLTD5*O****RETAIL LINK/ BBN9*L1*SPECIAL INSTRUCTIONSMTX**NO PRETICKETMTX** IF MULTIPLEDESTINATIONS HAVEMTX**THE SAME SHIP DATE, PLEASE SHIP TO FURTHESTDESTINATIONMTX**FIRST AND CLOSEST DESTINATIONSLAST.MTX**CALL FOR DELIVERY APPOINTMENT 48 HOURS IN ADVANCE.MTX** SUPPLIER WILL SHIP ALLMTX**MERCHANDISE IN ACCORDANCE WITHTHE CURRENTSHIPPING ANDUNB UNOA:3 5000119000006:14 5088942150030:14 110513:0510 360949 ORDERSUNH 1 ORDERS:D:96A:UN:EAN008BGM 220 LM73553272001 T 9DTM 137:20110513:102DTM 64:20110515:102NAD DP 5000119007353::9 BALLYMUN PBLLOC 7 5000119007353::9NAD SE 5088942150030::9 OLD IRISH CREAMERY CHEDDARNAD BY 5000119000006::9 TESCO STORES LTDLIN 1 05391517715644:ENPIA 1 9629668:IN:92IMD F TU:::OAK SMOKED CHED 200GQTY 21:82.000QTY 59:12.000LIN 2 05391517715651:ENPIA 1 9629743:IN:92IMD F TU:::CHEDDAR WITH CHILLI 200GQTY 21:81.000QTY 59:12.000LIN 3 05391517715736:ENPIA 1 9629766:IN:92IMD F TU:::CHEDDAR WITH CRANBERRIESQTY 21:81.000QTY 59:12.000STX ANAA:1 5000167000003:UK LTD 5088942150038:SUPPLIERPLC 120208:170512 ZZ0014 ORDHDR BMHD 1 ORDHDR:9TYP 0430 NEW-ORDERSSDT 5088942150038:987654 SUPPLIER PLC THEFACTORY:ANYSTREET:ANYTOWN:ANYSHIRE:AN1 9ZZCDT 5000167000003 BOOTS UK LTD BEAUTY & P.CARE:1 THANERD:NOTTINGHAM NG90 1BSFIL 5 1 940601MTR 6MHD 2 ORDERS:9CLO 5000167100301:D82ORD Q8521073::940601 NOLD 1 5012345000015 5012345100012 :1364537 12 100 54000 TOOTHBRUSH FIRMOLD 2 5012345000022 5012345100029 :1364541 12 100 54000 TOOTHBRUSH MEDOTR 2MTR 7MHD 3 ORDERS:9CLO 5000167100301:D82ORD Q8521086::940601 NOLD 1 5012345000046 5012345100043 :1364595 12 50 54000 TOOTHBRUSH SOFTOTR 1MTR 6MHD 4 ORDTLR:9OFT 2MTR 3MHD 5 ORDHDR:9.B2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY.ANSI X12 – 850 (PURCHASE ORDER)
.B2BGATEWAY WORKS WITH ALL QUICKBOOKS PRODUCTS.B2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY
B2BGATEWAY AND QUICKBOOKS ONLINE Sign into your QuickBooks OnlineAccount. Search for B2BGateway APP andauthorize the connection Available at Apps.comB2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY.It’s easy to start using B2BGateway’s fullyintegrated EDI solution for QuickBooksOnline
HOW DOES B2BGATWAY WORK WITH QUICKBOOKS? A message willalso pop upindicating ordersare ready.Step Number 1: QuickBooks users are notified there are orders (or other documents) waiting to beimported when they see the B2BGateway EDI icon flashing.B2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY
HOW DOES B2BGATWAY WORK WITH QUICKBOOKS?.B2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAYPress one button to getnew orders.Step Number 2: QuickBooks users simply need to press one button to download the orders or otherdocuments from B2BGateway’s system.
HOW DOES B2BGATWAY WORK WITH QUICKBOOKS?.Step Number 3: Documents can be viewed, edited, printed or archived with a single click.B2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY
HOW DOES B2BGATWAY WORK WITH QUICKBOOKS?.Step Number 4: QuickBooks users can then send those documents that were downloaded intoQuickBooks. Hundreds of orders can be pushed to QB through a single click.B2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAYPress one button to senddocs to QB
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 DocumentType (A)ChooseDocuments (C)Select Date (B)Send! (D)B2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY
TRANSACTION REPORTS.Under the reports tab in the Client Portal the client can view all transactions over a given timeperiod. B2BGateway can also email the client a daily transaction report if required.B2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY
A 997 is also known as aFunctionalAcknowledgement (FA). Itlets the client know if thetradingpartnerhasreceived and acceptedthe file. Receipt of a 997does not necessarilymean that the filecontains no errors.TRANSACTION REPORTS.B2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY
EXCEPTION REPORTS.If a client sees an Open Exception in the Transaction Report, they should open up theException Reports Section on their Client Portal. Here they will see files that have beenrejected by the trading partner and a reason as to why the were rejected. The client can thenfix these errors and re-send or contact B2BGateway support for help.B2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY
CUSTOMER SERVICEAvailable Support Setup phase dedicated project manager Rapid Response Team available for whenissues need immediate attention. Support is available 24/7 all year longand in your time zone. These support features areincluded in the monthly feeat no extra cost.These new teams have been established atB2BGateway in order to reduce response timesand decrease relationship setup times. The newRapid Response Team, known as RRT, hasbrought the average response time down to2:46 (two hours and forty six minutes) and thenew setup team has decreased setup times by45%.B2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY.B2BGateway has been providing excellentcustomer service to all of our clients, includingQuickBooks and we will continue to do so in thefuture. B2BGateway has developed two newteams to help clients with setting up andmaintaining their trading partner relationships.
QUICKBOOKS PRICING MODELS*ONE TIME SETUP FEES1. Organizational Setup Fee2. Trading Partner Setup FeeRECURRING MONTHLY FEES1. Documents #000 – 0252. Documents #026 – 1003. Documents #101 – 2004. Documents #201 – 3005. Documents #301 – 4006. Documents #401 – 500SKU Based Pricing 300 300 099 129 169 209 249 Call.ONE TIME SETUP FEES1. Organizational Setup Fee2. Trading Partner Setup Fee 300 300RECURRING MONTHLY FEES1. Basic Service Fee 0892. Transactional Fees (per SKU) 0.063. Communication Fees? (per KB) 0.16* Excludes QuickBooks EnterpriseB2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY.Bundled Pricing
B2BGateway has been doing EDI since 1999, offering EDI and supply chain integrationsolutions to thousands of QuickBooks clients across the globe since 2002. Here are someother 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 eachmonth. Thousands of client / TP partner relationships worldwide.B2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY.B2BGATEWAY FACT SHEET
TRADING PARTNERS.B2BGateway.Net currently supports over 25,000 EDI relationships and presently works withhundreds of trading partners. See our full list of Trading Partners across all verticals atwww.b2bgateway.net/tradingpartners.asp - New trading partner relationships are added daily.B2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY
TOP 5 ADVANTAGES OF EDIGreater Accuracyby removingneed to re-keydata.Integration withsupply chain toolssuch as ERP, WMS,3PLGreater Speedthrough electroniccommunicationOur solutions, which remove the need to re-keydata, are widely used in Wholesale Distribution,Retail, Manufacturing, Third Party Logistics (3PL),Automotive and Government industries.We also to provide connections to eCommerceplatforms such as Magento, Volusion, 3dcart andShopify.Faster Paymentfrom your TradingPartnersEnvironmentallyFriendly - reducereliance on paperB2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY.B2BGateway offers cloud-based, fully-integratedEDI and automated supply chain solutions to allQuickBooks users.
.Questions Anyone?B2BGATEWAY‘S EDI FOR QUICKBOOKSPRESENTED BY: B2BGATEWAY
THANK YOU FOR WATCHINGCall USA: 1 401 491 9595 (USA)Call Europe:Web:Email: 353 61 708533 (EU)www.B2BGateway.NetSales@B2BGateway.Net
2 GATEWAY‘S EDI FOR QUICKBOOKS PRESENTED BY: B2BGATEWAY. (BOX STORE RETAILER) (SHOPPING CART) (ONLINE RETAILER) (FACTORY) 850 810 852 846 850 810 846 846 846 852 855 WHERE DOES EDI FIT INTO THE MARKETPLACE? (THIRD PARTY LOGISTICS) 810 –Invoice 856 –Advanced Ship Notice 846
