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

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

AUSTRALIA // +61 2 8003 7584

EDI FOR NETSUITE

“YOUR GLOBALEDI NETWORK”

FERN & B2BGATEWAY

MARCH 15, 2016

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B2BGATEWAY‘S EDI FOR NETSUITEPRESENTED BY: B2BGATEWAY & FERN

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TODAY’S AGENDA & PRESENTERS

1. What Is EDI?2. Where Does EDI Fit Into The Marketplace3. Third Party Logistics (3PL) EDI4. Online Retailers and CommerceHub EDI5. eCommerce Platform EDI6. Popular Market Verticals7. UCC/GS1-128 Labels8. Global EDI Standards9. Built Into The NetSuite Dashboard10. Transaction and Exception Reports11. Customer Service12. How Much Does It Cost?13. B2BGateway Fact Sheet14. Top 5 Advantages of EDI15. Special Offer to Celebrate Sydney Office 16. B2BGateway Contact Information

Dante Dell’AgneseAU Sales Director

B2BGATEWAY

Will O’DwyerServices Director

FERN

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ABOUT B2BGATEWAY

B2BGateway has been doing EDI since 1999, offering EDI and supply chain integrationsolutions to thousands of clients and trading partners across the globe since 1999.

1999

$30-biliion

25,000+ trading

relations

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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IT Consulting

Business Intelligence

EDI consulting

NetSuite Solutions Provider since 2011

Customers in HK, PRC, US, Taiwan and South East Asia

Experienced consultants.

Spotfire solution partner

Customers Services

Background Other Businesses

Trading Add-On

3rd party eCommerce site integration

POS integration

NetSuite CRM/Booking integration

Pricing/Estimate Customization

Fern: Cloud Solutions Provider

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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.

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

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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.

RETAILER

RETAILER

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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 NetSuite Protocols

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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

BUT IT CAN BE VERY COMPLEX…

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.

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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

B2BGATEWAY MAKES IT EASY…

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WHERE DOES EDI FIT INTO THE MARKETPLACE?

EDIFACTFormat

(BOX STORE RETAILER)

(SHOPPING CART)

(ONLINE RETAILER)

(FACTORY)

ORDERS

INVOIC

SLSRPT

OR

DC

HG

ORDERS

INVOIC

INVRPT

INVRPT

SLSRPT

ORDRSP

(THIRD PARTY LOGISTICS)

INVOIC – Invoice

DESADV – Advanced Ship Notice

INVRPT – Inventory Inquiry

ORDERS – Outgoing PO / Incoming SO

SLSRPT – Product Activity Data

ORDRSP – P.O. Acknowledgement

ORDCHG – Purchase Order Change

INSDES – Warehouse Ship Order

DESADV – Warehouse Ship Advice

NETSUITE USER

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(THIRD PARTY LOGISTICS)

DES

AD

VD

ESA

DV

INSD

ESIN

SDES

THIRD PARTY LOGISTICS – 3PL EDI

The term “3PL” indicates that your client uses a 3rd party forwarehousing and shipping needs. The following EDI documents arecommon:

• 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 theclient know the goods have been shipped. This lets the clientfulfill the sales order in their NetSuite.

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GS1-128 LABELS

GS1-128 labels are an outer label affixed to each carton and/orpallet and provide information about a particular shipment.This label will alert the trading partner about shipmentinformation such as who the vendor / supplier is, cartoncontent, store ship to location, etc., and is a mix of bothhuman readable as well as scan able information.

The GS1-128 label on every carton is scanned at its destinationlocation (e.g. trading partner central warehouse) andinformation usually is tied to an Advance Ship Notice (ASN)that has already been transmitted via EDI to the tradingpartner from the supplier.

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ONLINE RETAILERS

The following EDI transaction sets are popular with onlineretailers such as Amazon, Deals.com.au, Kogan and others:

• ORDERS – Purchase Order• INVOIC – Invoice• INVRPT – Inventory Inquiry Advice• Drop Shipping to Warehouses

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(ECOMMERCE PLATFORM)

OR

DER

SO

RD

ERS

INV

RPT

INV

RPT

ECOMMERCE PLATFORMS

The following items are often required when trading with populareCommerce sites:

• ORDERS – Purchase Order• INVRPT – Inventory Advice / Inquiry

Many NetSuite clients use B2BGateway to connect with theireCommerce platforms to pull orders (ORDERS) and send Inventoryupdates (INVRPT)

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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.

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?

ORDERSINVRPT

ORDERS

ORDERSP

INVOIC

INVRPT

WAREHOUSE / 3PL

BOX STORE

DROP SHIP SUPPLIER

INSDES

DESADV

ORDERSDROP SHIP PURCHASE ORDER

ORDERS

INVOIC

DESADV

ORDERS AND SHIPMENTS REACHING

YOUR CUSTOMERS!

ECO

MM

ERC

E SI

TES

ON

LIN

E M

AR

KETP

LAC

ES

CLIENT ERP / WMS / OMS USING B2BGATEWAY EDI SERVICES

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HOW DOES EDI HELP THE OMNI-CHANNEL?

Fully integrated EDI solutions deliver fullend to end seamless connectivitybetween the supplier and all parties inthe supply chain…• From box store retailers (Wal-Mart,

Coles, Woolworths, etc.) • To online retailers (Amazon,

Kogan.com.au, 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.









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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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WHERE DOES EDI FIT INTO THE MARKETPLACE

If you trade in any of the following Market Verticals – You WILL Need EDI:

SUPPLY BOX STORE RETAILERS

ORDER FROM A MANUFACTURER

SUPPLY GOVERNMENT / FINANCE SECTOR

SELL THROUGH ONLINE MARKETPLACE

SELL DIRECT ONLINE

USE THIRD PARTY LOGISTICS (3PL)

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HOW CAN B2BGATEWAY HELP YOUR EDI REQUIREMENTS?

‘Integration between our distributors and ouraccounting and warehousing functions use to be a bigpaperwork nightmare that took many staff hours toreconcile. Now, with B2BGateway, it's there, at ourfingertips, fully accountable and in the cloud. Employeesin Sydney, San Francisco, London and Toronto are nowall on the same page, and our staff requirements havebeen reduced by nearly 20%. How good is that?’

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MANAGE YOUR EDI ACCOUNT WITH B2BGATEWAY CLIENT PORTAL

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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.

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B2B DIFFERENCE BUILT INTO NETSUITE DASHBOARD

When designing our NetSuiteintegration tool, we decided theuser should never have to leavetheir NetSuite system so we builtB2BGateway in!

Using web-services integrationthe NetSuite user never has toleave their NetSuite to accesstheir B2BGateway Client Portal.

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B2B DIFFERENCE BUILT INTO NETSUITE DASHBOARD

B2BGateway does not require theNetSuite user to purchase anadditional seat but rather we canuse the admin rights of anexisting user.

Inbound documents reach theNetSuite user account in realtime.

Outbound documents will bepulled on a scheduled basis basedon set criteria of a saved search.

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CLIENT PORTAL REPORTING - TRANSACTION REPORTS

Each B2BGateway client gets access to their unique B2BGateway Client Portal. Under thereports 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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CLIENT PORTAL REPORTING – FUNCTIONAL ACKNOWLEDGEMENT

A 997 is also known as aFunctionalAcknowledgement (FA).It lets the client know ifthe trading 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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CLIENT PORTAL REPORTING - 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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CLIENT PORTAL REPORTS

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DESADV

INSDES

DESADV

ORDERS

INVOIC – INVOICE

ORDERS – OUTGOING PO / INCOMING SO

DESADV – ADVANCE SHIP NOTICE

INSDES – WAREHOUSE SHIP ORDER

DESADV – WAREHOUSE SHIPPING ADVICE

ORDERSTRADING PARTNER

DESADV

3PL

NETSUITE USER

INVOICINVOIC

NETSUITE AUTOMATIC ITEM FULFILLMENT

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NETSUITE AUTOMATIC ITEM FULFILLMENT

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RAPID RESPONSE TEAM

HOW THE SYSTEM WORKS1. 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.

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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 newQuickBooks 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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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 forhuman error.

2. Integration – EDI allows true integration withall relevant parties/systems in your supplychain: 3PL, WMS, ERP…..

3. Greater Speed – Electronic almost real timecommunications.

4. Faster Payments – EDI speeds up your ‘Orderto Payment’ cash cycle with you TradingPartners.

5. Environmentally Friendly – EDI removes theneed for paper and printing. This not alonehelps the environment but can drasticallyreduce your overall costs.

TOP 5 ADVANTAGES OF EDI

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Pricing Information SKU Based Pricing

NETSUITE EDI PRICING MODEL

• Our pricing is posted on our website(b2bgateway.net/pricing.asp)

• All EDIFACT and International EDITransaction sets are supported at onelow price

• All mapping changes and upgradesrequired included in standard fee.

ONE TIME SETUP FEES1. Organizational Setup Fee USD $9992. Trading Partner Setup Fee USD $750

RECURRING MONTHLY FEES1. Basic Service Fee USD $1492. Transactional Fees (per SKU) USD $0.063. VAN Comm. Fees* (per KB) USD $0.164. Functional Acknowledgements No Charge

+61 (2) 8003 7584 or [email protected]* Communication Fees are conditional based on TP requirements

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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 2 8003 7584 (AU)

Web: www.B2BGateway.Net

Email: [email protected]