edi for quickbooks online webinar - b2bgateway

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B2BGATEWAY EDI FOR QUICKBOOKS

ONLINEB2BGATEWAY

JULY 13, 2016

“YOUR GLOBALEDI NETWORK”

Online

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B2BGATEWAY EDI FOR QUICKBOOKS ONLINEPRESENTED BY: B2BGATEWAY

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TODAY’S AGENDA & PRESENTERS

1. About B2BGateway2. What Is EDI?3. Where Does EDI Fit Into The Marketplace?4. Working wit Amazon5. GS1-128 labels6. CommerceHub and eCommerce Platforms 7. B2BGateway and QuickBooks Online8. B2BGateway Client Portal & Reporting Capabilities9. Complementary QBO Add-On Partners10. Customer Service11. Case Study – Drop Stop12. Advantages of EDI13. Accreditations & Awards14. Pricing15. Questions & Answers

Aggie GrabowskaDigital Marketing

Executive

Roger LeydenDirector of Global Business

Development

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ABOUT B2BGATEWAY

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

1999 $30-biliion

invoices processed per

month

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

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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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 QuickBooks Online Protocols

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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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POPULAR EDI COMMUNICATION PROTOCOLS

VAN: The VAN (value-added network) is simply a secure network where EDI documents can be exchangedbetween a business and its trading partners. An organization will be provided with a mailbox. Documentsare sent and received from there and the organization checks the mailbox periodically to retrieve itsdocuments.

AS2: Applicability Statement 2 is a specification about how to transport data securely and reliably over theInternet. Security is achieved by using digital certificates and encryption. AS2 is one of the most popularmethods for transporting data, especially EDI data over the Internet.

FTP: File Transfer Protocol is the commonly usedprotocol for exchanging files over the Internet. FTPby itself does not provide the security needed fordocument exchange with other companies over theInternet. More secure options sFTP or FTPS may bepreferred.

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INTEGRATION WITH QUICKBOOKS ONLINE

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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.

VAN

AS2

FTP

FTPS

AS2 Server

AS2 Software

X-12 Ver. 5010

Encryption Software

Annual Licensing

Software Certification

ConsultantFees

ConsultantFees

ConsultantFees

ConsultantFees

Modem Phone

VanSoftware

Mailbox Setup

Mailbox Fees

X-12 Ver.4040

Mapping Tools

FTPServer

FTPSoftware

SoftwareCredential

X-12 Ver.4010

Mapping Tools

FTPSSoftware

EncryptionSoftware

SoftwareCertificate

X-12 Ver.3040

Mapping Tools

(EDI USER)

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B2BGATEWAY MAKES IT EASY…

VAN

AS2

FTP

FTPS

AS2 Server AS2

Software X-12 Ver. 5010 Encryption

Software Annual Licensing Software

CertificationConsultant

Fees

ConsultantFees

ConsultantFees

Modem Phone

VanSoftware

Mailbox Setup

Mailbox Fees

X-12 Ver.4040

Mapping Tools

FTPServer

FTPSoftware

SoftwareCredential

X-12 Ver.4010

Mapping Tools

FTPSSoftware

EncryptionSoftware

SoftwareCertificate

X-12 Ver.3040

Mapping Tools

ConsultantFees

(EDI USER)

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WHERE DOES EDI FIT INTO THE MARKETPLACE?

820

852(BOX STORE RETAILER)

(ONLINE RETAILER)

850

810

846

850

846

846

846

852

855

3PL(THIRD PARTY LOGISTICS)

846

810

810

(FACTORY)

(SHOPPING CART)

820

(FINANCIAL INSTITUTION)

820 – Payment Remittance Advice

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

810 – Invoice

(EDI USER)

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WORKING WITH AMAZON

850

810

810

856

855

855

856

753

753

754

754

846846

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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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 & 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…

850 – Purchase Order [ Imported as Sales Order in QuickBooks Online ]846 – Inventory Advice [ Outbound reflecting inventory levels ]810 – Invoice [ Outbound to your Trading Partner ]

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(ECOMMERCE PLATFORM)

85

0 -

PO

85

0 -

PO

84

6 -

INV

84

6 -

INV

ECOMMERCE PLATFORMS

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

• 850 – Purchase Order• 846 – Inventory Advice / Inquiry

Many QuickBooks Online clients use B2BGateway to connect withtheir eCommerce platforms to pull orders (EDI 850) and sendInventory updates (EDI 846)

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B2BGATEWAY AND QUICKBOOKS ONLINE

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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.

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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.

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B2BGATEWAY CLIENT PORTAL

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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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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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B2BGATEWAY AND QUICKBOOKS ADD-ONS

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B2B DIFFERENCE CUSTOMER SERVICE

B2BGateway has been providing excellentcustomer service to all of our clients, includingQuickBooks Online and we will continue to doso in the future. B2BGateway has developedtwo new teams to help clients with setting upand maintaining their trading partnerrelationships.

The teams consist of a dedicated Setup Teamfor the setup phase of the relationship andthereafter the Rapid Response Team (RRT) isavailable for any ongoing requests the clientmay have during the lifetime of therelationship.

Available Support

• Setup phase dedicated project manager with trading partner liaison executive to ensure we meet all current trading partner requirements.

• Rapid Response Support Team available for when issues need immediate attention.

• Support is available 24/7 all year long and in your time zone.

• These support features areincluded in the monthly feeat no extra cost.

24/7

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SUCCESS STORY – DROP STOP

• Drop Stop are the manufacturers and distributors of a patented device which stops items beingdropped between the front seats and center console of vehicles.

• After winning a $300,000 investment on ABC’s Shark Tank television show, Drop Stop won acontract to supply their goods to Walmart stores.

• A condition of supplying a major retailer like Walmart is that the supplier must be EDI compliant.• Using QuickBooks Online as their accounting software, Drop Stop needed to find an EDI solution

provider that could offer cloud based, fully integrated EDI solutions with QBO. They choseB2BGateway.

• B2BGateway was not only able to provide Drop Stop with an EDI connection to Walmart but alsoone to their 3PL Motivational Fulfillment & Logistics which help to automate their supply chaineven further.

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AVERAGE ANNUAL VOLUME

c. 450Purchase Orders

UNIQUE SELLING POINT

B2BGateway’s EDI have greatly improved Drop

Stop’s supply chain efficiencies, reduced

errors and drastically cut down on costs.

SUCCESS STORY – DROP STOP

TRADING PARTNERS INCLUDE

WalmartMotivational Fulfilment &

Logistics Services

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ADVANTAGES OF B2BGATEWAY EDI FOR QUICKBOOKS ONLINE

Meet Customer Requirements: QuickBooks Online users areable to meet the supply contract requirements of all majorOnline and Box Store Retailers.

Integrate with 3PL’s QuickBooks Online users are able tocommunicate effectively and efficiently with their outsourcedthird party logistics providers (3PL).

GS1-128 Labels B2BGateway can support the outer case GS1-128 barcode labels and Packing Slips that may be required bytrading partners.

CommerceHub B2BGateway can automate the flow of databetween Online Retailer Hubs such as CommerceHub andVendorNet

Full Communication Integration B2BGateway is a completecommunications hub can work with all data formats such asXML, CSV as well as the traditional EDI formats and standards.

Customization B2BGateway can customize solutions to meetthe individual QuickBooks Online users needs

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B2B DIFFERENCE ACCREDITATIONS AND AWARDS

B2BGateway is a QuickBooks Gold Developer since 2003

GS1 Accredited Solution Provider

2016 Supply Chain ‘Pro to Know’ awarded by Supply & Demand Chain Executive Magazine

Top 20 Logistics Software Solution Provider by CIO Review Magazine

Selected by Providence Business News as a 2015 PBN Fastest Growing and Innovative Company

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SETUP FEES

Organizational Setup Fee

$300 one time fee

RECURRING FEES

Basic Service Fee

$89/mo

EDI Transactional Fee

Fully managed 997 Functional Acknowledgement

B2BGATEWAYhas been providing excellent customer service to all of our clients, including QuickBooks

users and we will continue to do so in the future.

• Our pricing is posted on our website

• 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.

PRICING

Trading Partner Fee

$300 One time setup fee per trading partner

$0.06/SKU line

Free

HOW MUCH DOES IT COST?

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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]

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