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NORTH AMERICA // +1 (401) 491-9595 EUROPE // +353 (0) 61 708533
AUSTRALIA // +61 2 8003 7584
B2BGATEWAY EDI FOR FREESTYLE
COMMERCE USERS B2BGATEWAY
OCTOBER 06, 2015
“YOUR GLOBAL EDI NETWORK”
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B2BGATEWAY EDI FOR FREESTYLE COMMERCE
PRESENTED BY: B2BGATEWAY AND FREESTYLE SOLUTIONS
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TODAY’S AGENDA & PRESENTERS
1. Welcome and Brief overview by Freestyle Solutions 2. What Is EDI? 3. Where Does EDI Fit Into The Marketplace? 4. Advantages of EDI 5. Start at the Basics 6. EDI Standards 7. Communication Protocols 8. Putting The Pieces Together 9. UCC/GS1-128 Labels 10. EDI and the Omni-Channel 11. Freestyle Commerce EDI Integration 12. B2BGateway Client Portal Reporting Capabilities 13. Customer Service 14. B2BGateway Fact Sheet 15. Questions & Answers
Louisa Gooding Director of Sales &
Strategic Relationships
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B2BGATEWAY EDI FOR FREESTYLE COMMERCE
PRESENTED BY: B2BGATEWAY AND FREESTYLE SOLUTIONS
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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, i.e. from one trading partner to another trading partner.
EDI USER
RETAILER
RETAILER
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B2BGATEWAY EDI FOR FREESTYLE COMMERCE
PRESENTED BY: B2BGATEWAY AND FREESTYLE SOLUTIONS
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(BOX STORE RETAILER)
(SHOPPING CART)
(ONLINE RETAILER)
(FACTORY)
850
810
852
846
850
846
846
846
852
855
WHERE DOES EDI FIT INTO THE MARKETPLACE?
(THIRD PARTY LOGISTICS)
810 – Invoice
856 – Advanced Ship Notice
846 – Inventory Inquiry
850 – Outgoing PO / Incoming SO
852 – Product Activity Data
855 – P.O. Acknowledgement
860 – Purchase Order Change
940 – Warehouse Ship Order
945 – Warehouse Ship Advice
X12 Format
846
3PL
EDI USER
850
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B2BGATEWAY EDI FOR FREESTYLE COMMERCE
PRESENTED BY: B2BGATEWAY AND FREESTYLE SOLUTIONS
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WHERE DOES EDI FIT INTO THE MARKETPLACE
Most Popular Market Verticals That Use EDI:
• Wholesale Distribution • Boxstore Retail (Walmart, Target, CVS…..) • Online Retail (Amazon, Zappos, Buy.com…) • Shopping Cart Integration (Magento, Shopify, Bigcommerce….) • Third Party Logistics (3PL) • Manufacturing • Automotive • Pharmaceutical & Healthcare • Government • Finance
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B2BGATEWAY EDI FOR FREESTYLE COMMERCE
PRESENTED BY: B2BGATEWAY AND FREESTYLE SOLUTIONS
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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 Freestyle Commerce
Protocols
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B2BGATEWAY EDI FOR FREESTYLE COMMERCE
PRESENTED BY: B2BGATEWAY AND FREESTYLE SOLUTIONS
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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, e.g. 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
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B2BGATEWAY EDI FOR FREESTYLE COMMERCE
PRESENTED BY: B2BGATEWAY AND FREESTYLE SOLUTIONS
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EDI STANDARDS
ANSI X12 – 850 (PURCHASE ORDER)
ISA*00* *00* *08*925485US00 *08*472103RI *141106*1211*:*00501*850011160*0*P*> GS*PO*925485US00*472103RI*20141106*1211*850011160*X*005010 ST*850*0001 BEG*00*SA*0453517993**20141106 CUR*BY*USD REF*DP*00003 REF*MR*0003 REF*PD*JANFEAWK51 REF*IA*472103030 FOB*CC*OR*CHICAGO IL IL ITD*05*15*****65 DTM*038*20150123 DTM*037*20150121 DTM*063*20150128 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:3+5000119000006:14+5088942150030:14+110513:0510+360949++ORDERS UNH+1+ORDERS:D:96A:UN:EAN008 BGM+220+LM73553272001 T+9 DTM+137:20110513:102 DTM+64:20110515:102 NAD+DP+5000119007353::9++BALLYMUN PBL LOC+7+5000119007353::9 NAD+SE+5088942150030::9++OLD IRISH CREAMERY CHEDDAR NAD+BY+5000119000006::9++TESCO STORES LTD LIN+1++05391517715644:EN PIA+1+9629668:IN:92 IMD+F++TU:::OAK SMOKED CHED 200G QTY+21:82.000 QTY+59:12.000 LIN+2++05391517715651:EN PIA+1+9629743:IN:92 IMD+F++TU:::CHEDDAR WITH CHILLI 200G QTY+21:81.000 QTY+59:12.000 LIN+3++05391517715736:EN PIA+1+9629766:IN:92 IMD+F++TU:::CHEDDAR WITH CRANBERRIES QTY+21:81.000 QTY+59:12.000
TRADACOMS – ORDHDR (PURCHASE ORDER)
STX=ANAA:1+5000167000003:UK LTD+5088942150038:SUPPLIER PLC+120208:170512+ZZ0014 +ORDHDR+B MHD=1+ORDHDR:9 TYP=0430+NEW-ORDERS SDT=5088942150038:987654+SUPPLIER PLC+THE FACTORY:ANYSTREET:ANYTOWN:ANYSHIRE:AN1 9ZZ CDT=5000167000003+BOOTS UK LTD+BEAUTY & P.CARE:1 THANE RD:NOTTINGHAM NG90 1BS FIL=5+1+940601 MTR=6 MHD=2+ORDERS:9 CLO=5000167100301:D82 ORD=Q8521073::940601++N OLD=1+5012345000015+5012345100012+:1364537+12+100+54000+++TOOTHBRUSH FIRM OLD=2+5012345000022+5012345100029+:1364541+12+100+54000+++TOOTHBRUSH MED OTR=2 MTR=7 MHD=3+ORDERS:9 CLO=5000167100301:D82 ORD=Q8521086::940601++N OLD=1+5012345000046+5012345100043+:1364595+12+50+54000+++TOOTHBRUSH SOFT OTR=1 MTR=6 MHD=4+ORDTLR:9 OFT=2 MTR=3 MHD=5+ORDHDR:9
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B2BGATEWAY EDI FOR FREESTYLE COMMERCE
PRESENTED BY: B2BGATEWAY AND FREESTYLE SOLUTIONS
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AS2
VAN
FTP
FTPS
AS2 Server AS2 Software X-12 Ver. 5010 Encryption Software
Annual Licensing Software Certification
Van Software
Mailbox Setup Mailbox Fees X-12 Ver. 4040
Mapping Tools
Modem Phone
FTP Server
FTP Software
Software Credential
X-12 Ver. 4010
Mapping Tools
Consultant Fees
FTPS Software
Encryption Software
Software Certificate
X-12 Ver. 3040
Mapping Tools
Consultant Fees
Consultant
Fees
Consultant
Fees
SO LET’S PUT ALL THAT TOGETHER…
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.
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B2BGATEWAY EDI FOR FREESTYLE COMMERCE
PRESENTED BY: B2BGATEWAY AND FREESTYLE SOLUTIONS
.
AS2 Server AS2 Software X-12 Ver. 5010 Encryption Software
Annual Licensing Software Certification
Van Software
Mailbox Setup Mailbox Fees X-12 Ver. 4040
Mapping Tools
Modem Phone FTP
Server FTP Software
Software Credential
X-12 Ver. 4010
Mapping Tools
Consultant Fees
FTPS Software
Encryption Software
Software Certificate
X-12 Ver. 3040
Mapping Tools
Consultant Fees
Consultant Fees
Consultant Fees
AS2
VAN
FTP
FTPS
B2BGATEWAY MAKES IT EASY…
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B2BGATEWAY EDI FOR FREESTYLE COMMERCE
PRESENTED BY: B2BGATEWAY AND FREESTYLE SOLUTIONS
.
850
EDI 753/754 & ASN AND GS1-128 LABEL
850
810
810
856
855
855
856
753
753
754
754
846 846
860
860
GS1 – 128
LABEL
850
850
810 – INVOICE
850 – OUTGOING PO / INCOMING SO
855 – PURCHASE ORDER ACKNOWLEDGEMENT
860 – PURCHASE ORDER CHANGE REQUEST
856 – ADVANCE SHIP NOTICE
753 – REQUEST FOR ROUTING
754 – ROUTING INSTRUCTIONS
846 – INVENTORY INQUIRY/ADVICE
GS1 – 128 LABELS
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B2BGATEWAY EDI FOR FREESTYLE COMMERCE
PRESENTED BY: B2BGATEWAY AND FREESTYLE SOLUTIONS
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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 (e.g. 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.
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B2BGATEWAY EDI FOR FREESTYLE COMMERCE
PRESENTED BY: B2BGATEWAY AND FREESTYLE SOLUTIONS
.
EDI AND THE OMNI-CHANNEL
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.
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.
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B2BGATEWAY EDI FOR FREESTYLE COMMERCE
PRESENTED BY: B2BGATEWAY AND FREESTYLE SOLUTIONS
.
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.
WHAT IS THE OMNI-CHANNEL?
850 846
850
855
810
846
WAREHOUSE / 3PL
BOX STORE
DROP SHIP SUPPLIER
940
945
850 DROP SHIP PURCHASE ORDER
850
810
856
ORDERS AND SHIPMENTS REACHING
YOUR CUSTOMERS!
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B2BGATEWAY EDI FOR FREESTYLE COMMERCE
PRESENTED BY: B2BGATEWAY AND FREESTYLE SOLUTIONS
.
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,
Buy.com, 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.
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B2BGATEWAY EDI FOR FREESTYLE COMMERCE
PRESENTED BY: B2BGATEWAY AND FREESTYLE SOLUTIONS
.
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
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B2BGATEWAY EDI FOR FREESTYLE COMMERCE
PRESENTED BY: B2BGATEWAY AND FREESTYLE SOLUTIONS
.
FREESTYLE COMMERCE EDI INTEGRATION
B2BGateway uses Freestyle Commerce’s API to provide full seamless EDI integration between the Freestyle Commerce user and their trading partners.
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B2BGATEWAY EDI FOR FREESTYLE COMMERCE
PRESENTED BY: B2BGATEWAY AND FREESTYLE SOLUTIONS
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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.
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B2BGATEWAY EDI FOR FREESTYLE COMMERCE
PRESENTED BY: B2BGATEWAY AND FREESTYLE SOLUTIONS
.
CLIENT PORTAL REPORTING – 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.
Open Exception
Closed Exception
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.
Blank Field: A 997 has not yet been received from the Trading Partner or this is an “inbound” file.
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B2BGATEWAY EDI FOR FREESTYLE COMMERCE
PRESENTED BY: B2BGATEWAY AND FREESTYLE SOLUTIONS
.
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.
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B2BGATEWAY EDI FOR FREESTYLE COMMERCE
PRESENTED BY: B2BGATEWAY AND FREESTYLE SOLUTIONS
.
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 Freestyle 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.
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B2BGATEWAY EDI FOR FREESTYLE COMMERCE
PRESENTED BY: B2BGATEWAY AND FREESTYLE SOLUTIONS
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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 • 2015 Supply & Demand Chain Executive ‘Pro to Know’ • 2015 CIO Review Top 20 Logistics Technology Solution Provider • B2BGateway processes over $30-billion dollars in client / TP transactions each month. • Thousands of client / TP partner relationships worldwide.
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B2BGATEWAY EDI FOR FREESTYLE COMMERCE
PRESENTED BY: B2BGATEWAY AND FREESTYLE SOLUTIONS
.
TRADING PARTNERS
B2BGateway.Net 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
www.b2bgateway.net/tradingpartners.asp - New trading partner relationships are added daily.
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B2BGATEWAY EDI FOR FREESTYLE COMMERCE
PRESENTED BY: B2BGATEWAY AND FREESTYLE SOLUTIONS
.
Greater Accuracy by removing
need to re-key data
Greater Speed through electronic
communication
Integration with supply chain tools
such as ERP, WMS, 3PL
Faster Payment from your Trading
Partners
Environmentally Friendly - reduce reliance on paper
1. Greater Accuracy – Removing the need to re-key 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.
TOP 5 ADVANTAGES OF EDI
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B2BGATEWAY EDI FOR FREESTYLE COMMERCE
PRESENTED BY: B2BGATEWAY AND FREESTYLE SOLUTIONS
.
Questions Anyone?
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