b2bgateway edi for brightpearl...volusion, magento, shopify, etc.). using edi allows all business...

NORTH AMERICA // +1 (401) 491-9595EUROPE // +353 (0) 61 708533

AUSTRALIA // +61 2 8003 7584

B2BGATEWAY EDI FOR

BRIGHTPEARLB2BGATEWAY

SEPTEMBER 02, 2015

“YOUR GLOBALEDI NETWORK”

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B2BGATEWAY EDI FOR BRIGHTPEARLPRESENTED BY: B2BGATEWAY

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TODAY’S AGENDA & PRESENTERS1. What Is EDI?2. Where Does EDI Fit Into The Marketplace?3. Advantages of EDI4. Start at the Basics5. EDI Standards6. Communication Protocols7. Putting The Pieces Together8. EDI and the Omni-Channel9. Brightpearl EDI Integration10. B2BGateway Client Portal Reporting Capabilities11. UCC/GS1-128 Labels12. Customer Service13. Pricing14. B2BGateway Fact Sheet15. Questions & Answers16. B2BGateway Contact Information

Roger LeydenDirector of Global Business

Development at B2BGateway

Aggie GrabowskaDigital Marketing

Executive

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RETAILER

RETAILER

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 business documents suchas Purchase Orders, Invoices, Advance Shipping Notices (ASNs), and many more from onecomputer system to another, i.e. from one trading partner to another trading partner.

EDI USER

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(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?

3PL(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

X12Format

846 EDI USER

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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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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• EDI Communication Protocols• Integration with Brightpearl

EDI USER

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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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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*005010ST*850*0001BEG*00*SA*0453517993**20141106CUR*BY*USDREF*DP*00003REF*MR*0003REF*PD*JANFEAWK51REF*IA*472103030FOB*CC*OR*CHICAGO IL ILITD*05*15*****65DTM*038*20150123DTM*037*20150121DTM*063*20150128PID*S*08*VI*FLTD5*O****RETAIL LINK/ BBN9*L1*SPECIAL INSTRUCTIONSMTX**NO PRETICKETMTX**==============================IF MULTIPLE DESTINATIONS HAVEMTX**THE SAME SHIP DATE, PLEASE SHIP TO FURTHEST DESTINATIONMTX**FIRST AND CLOSEST DESTINATIONSLAST.MTX**CALL FOR DELIVERY APPOINTMENT 48 HOURS IN ADVANCE.MTX**==============================SUPPLIER WILL SHIP ALLMTX**MERCHANDISE IN ACCORDANCE WITHTHE CURRENT SHIPPING AND

EDIFACT – ORDERS (PURCHASE ORDER)

UNB+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+59:12.000

TRADACOMS – ORDHDR (PURCHASE ORDER)

STX=ANAA:1+5000167000003:UK LTD+5088942150038:SUPPLIER PLC+120208:170512+ZZ0014 +ORDHDR+BMHD=1+ORDHDR:9TYP=0430+NEW-ORDERSSDT=5088942150038:987654+SUPPLIER PLC+THE FACTORY:ANYSTREET:ANYTOWN:ANYSHIRE:AN1 9ZZCDT=5000167000003+BOOTS UK LTD+BEAUTY & P.CARE:1 THANE RD: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

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COMMUNICATION PROTOCOLS

Protocols are the communication methods used to transfer the EDI databetween the Brightpearl user and their trading partners. Some of themost popular communication protocols include:

• VAN: A value-added network (VAN) is a private network provider(sometimes called a turnkey communications line) that is hired by acompany to facilitate electronic data interchange (EDI)

• AS2: Applicability Statement 2(AS2) is a specification about how totransport data securely and reliably over the Internet. Security isachieved by using digital certificates and encryption

• FTP/sFTP: The File Transfer Protocol (FTP) is a standard networkprotocol used to transfer computer files from one host to anotherhost over a TCP-based network, such as the Internet

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AS2

VAN

FTP

FTPS

AS2 Server AS2 Software X-12 Ver. 5010Encryption Software

Annual LicensingSoftware Certification

VanSoftware

Mailbox Setup Mailbox Fees X-12 Ver.4040

Mapping Tools

Modem Phone

FTPServer

FTPSoftware

SoftwareCredential

X-12 Ver.4010

Mapping Tools

ConsultantFees

FTPSSoftware

EncryptionSoftware

SoftwareCertificate

X-12 Ver.3040

Mapping Tools

ConsultantFees

Consultant

Fees

Consultant

Fees

SO LET’S PUT ALL THAT TOGETHER…

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 below.

EDI USER

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AS2 Server AS2 Software X-12 Ver. 5010Encryption Software

Annual LicensingSoftware Certification

VanSoftware

Mailbox Setup Mailbox Fees X-12 Ver.4040

Mapping Tools

Modem PhoneFTP

ServerFTPSoftware

SoftwareCredential

X-12 Ver.4010

Mapping Tools

ConsultantFees

FTPSSoftware

EncryptionSoftware

SoftwareCertificate

X-12 Ver.3040

Mapping Tools

ConsultantFees

ConsultantFees

ConsultantFees

AS2

VAN

FTP

FTPS

A 3RD PARTY EDI PROVIDER MAKES IT EASY…

EDI USER

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EDI AND 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.

The ‘Omni-Channel’ is the evolution of‘multi-channel retailing’, but isconcentrated 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.

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The 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.

WHAT IS THE OMNI-CHANNEL?

850846

850

855

810

846

WAREHOUSE / 3PL

BOX STORE

DROP SHIP SUPPLIER

940

945

850DROP SHIP PURCHASE ORDER

850

810

856

ECO

MM

ERC

E SI

TES

ON

LIN

E M

AR

KETP

LAC

ES

ORDERS AND SHIPMENTS REACHING

YOUR CUSTOMERS!

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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.

http://www.google.ie/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0CAcQjRw&url=http://www.otterbox.com/&ei=uf-sVOO9J6vD7ga_nIHwBg&bvm=bv.83134100,d.ZGU&psig=AFQjCNEzbabuAPwcL758s2aA7m2_gqKiag&ust=1420710190913325








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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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BRIGHTPEARL EDI INTEGRATION

B2BGatweay uses Brightpearl API to provide full seamless, cloud based EDI integration between the Brightpearl user and their trading partners.

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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.

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TRANSACTION REPORTS

A 997 is also known as aFunctionalAcknowledgement (FA). Itlets the client know if thetrading partner hasreceived and acceptedthe file. Receipt of a 997does not necessarilymean that the filecontains 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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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.

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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 largeformat retailers in automating the supply chain with their suppliers.

GS1-128 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.

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HOW MUCH DOES IT COST?

B2BGateway has been providing excellentcustomer service to all of our clients, includingBrightpearl users and we will continue to do soin the future.

PRICING• Our pricing is posted on our website

(b2bgateway.net/pricing.asp)

• All (318+) EDI X-12 Transaction sets are supported at one low price

• Free Cross Reference Tables

• All mapping changes and upgrades required included in standard fee.

SETUP FEES

Organizational Setup Fee (one time fee) $750

Trading Partner Fee (one time setup feeper trading partner)

$600

Add-On Software Fee (each) $375

RECURRING FEES

Basic Service Fee$149

per month

EDI Transactional Fee $0.06/ SKU line

997 Functional Acknowledgements(fully managed)

Free

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CUSTOMER SERVICEB2BGateway has been providing excellentcustomer service to all of our clients since 1999and we will continue to do so in the future.B2BGateway has developed two new teams tohelp clients with setting up and maintaining theirtrading partner relationships.

(1) Setup Team: A dedicated Project Managerand setup team is assigned to each newBrightpearl client for the implementationphase of the project.

(2) Rapid Response Team (RRT): The RRT isthere to assist any client with any issues theymay come across once in production. Eachclient has direct access to the RRT team withemergency 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 FACT SHEETB2BGateway has been doing EDI since 1999, offering EDI and supply chain integration solutions tothousands of clients across the globe. Here are some other interesting facts about our EDIexperience:

• 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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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.

http://www.b2bgateway.net/tradingpartners.asp

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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

B2BGateway offers cloud-based, fully-integratedEDI and automated supply chain solutions toBrightpearl users.

Our solutions, which remove the need to re-keydata, are widely used in Wholesale Distribution,Retail (Online and Box Store), Manufacturing, ThirdParty Logistics (3PL), Automotive and Governmentindustries.

We also to provide connections to eCommerceplatforms such as Magento, Bigcommerce, 3dcartand Shopify.

TOP 5 ADVANTAGES OF EDI

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Questions Anyone?

THANK YOU FOR WATCHINGCall USA: +1 401 491 9595 (USA)

Call Europe: +353 61 708533 (EU)

Call Australia: +61 28003 7584 (AU)

Web: www.B2BGateway.Net

Email: [email protected]

b2bgateway edi for brightpearl...volusion, magento, shopify, etc.). using edi allows all business...

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