2 GATEWAY ZS EDI FOR XERO...2 gateway zs edi for xero presented by: b2bgateway. where does edi fit...

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

AUSTRALIA // +61 2 8003 7584

B2BGATEWAY‘S EDI FOR XERO

B2BGATEWAY

June 28, 2016

“YOUR GLOBALEDI NETWORK”

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B2BGATEWAY‘S EDI FOR XEROPRESENTED BY: B2BGATEWAY

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TODAY’S AGENDA & PRESENTERS

1. What Is EDI?2. About B2BGateway3. Where Does EDI Fit Into The Marketplace4. Third Party Logistics (3PL) EDI5. GS1-128 Labels6. Online Retailers 7. eCommerce Platform EDI8. Omni-Channel9. Popular Market Verticals10. Global EDI Standards11. Integration With Xero12. Transaction and Exception Reports13. Popular Global EDI Standards14. Customer Service15. Top 5 Advantages of EDI16. How Much Does It Cost?17. B2BGateway Contact Information

Dante Dell’AgneseAU Sales Director

B2BGATEWAY

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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

invoices processed per

month

25,000+ trading partner

relationships

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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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 Xero Protocols

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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.

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

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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

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WHERE DOES EDI FIT INTO THE MARKETPLACE?

EDIFACTFormat

(BOX STORE RETAILER)

(SHOPPING CART)

(ONLINE RETAILER)

(FACTORY)

ORDERS

INVOIC

OR

DC

HG

ORDERS

INVOIC

(THIRD PARTY LOGISTICS)

INVOIC – Invoice

DESADV – Advanced Ship Notice

ORDERS – Outgoing PO / Incoming SO

ORDRSP – P.O. Acknowledgement

ORDCHG – Purchase Order Change

INSDES – Warehouse Ship Order

DESADV – Warehouse Ship Advice

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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 Xero.

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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

RP

T

ECOMMERCE PLATFORMS

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

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

Many Xero clients use B2BGateway to connect with theireCommerce platforms to pull orders and send Inventory updatesto the shopping cart.

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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 labour 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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POPULAR GLOBAL 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 Australia and Europe.

• 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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PEPPOL• Established by EU in 2012

after testing Pilot Projects since 2008

• Standard used to send e-Invoices to EU government and public sector bodies

• Network of Approved PEPPOL providers has been established

• B2BGateway helped Irish Gov’t to run PEPPOL project and meet requirements

OIOUBL• Developed in 2010 and

predominantly used in Danish and Scandinavian markets

• Subset of UBL 2.0 (Universal Business Language)

• Still in its infancy

Odette• Developed by European

Automotive Manufacturers in 1984

• Widely used throughout the Automotive sector

• Established Communication Protocol OFTP

• Transaction sets are based on EDIFACT messaging


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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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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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B2BGATEWAY FULLY INTEGRATES WITH XERO

Key Features:

• Full cloud based integration to Xero• Eliminating the need to re-key data

drastically reduces errors and speeds upthe ‘order to payment’ cash cycle

• Can handle all international EDI filestandards including X12, EDIFACT, Eancom,Tradacoms, PEPPOL, oioUBL, etc

• Can handle all communication protocolsrequired VAN, AS2, FTP, sFTP, etc

• Meets all trading partner requirements andregulations

• GS1 Accredited EDI solution• GS1-128 Label and Packing Slip capabilities

B2BGateway’s cloud based EDI solutions fullyintegrate with Xero, so there is no need tore-key data when processing PurchaseOrders and Invoices!

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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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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 - 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 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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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 SERVICE

B2BGateway has been providing excellentcustomer service to all of our clients, includingXero 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.

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

XERO 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 AU $4002. Trading Partner Setup Fee AU $400

RECURRING MONTHLY FEES1. Basic Service Fee AU $1252. Transactional Fees (per SKU) AU $0.083. VAN Comm. Fees* (per KB) AU $0.184. 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 Australia: +61 2 8003 7584 (AU)

Call USA: +1 401 491 9595 (USA)

Call Europe: +353 61 708533 (EU)

Web: www.B2BGateway.Net

Email: [email protected]

2 GATEWAY ZS EDI FOR XERO...2 gateway zs edi for xero presented by: b2bgateway. where does edi fit...

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Transcript of 2 GATEWAY ZS EDI FOR XERO...2 gateway zs edi for xero presented by: b2bgateway. where does edi fit...