2 GATEWAY‘S “YOUR EDI FOR XERO · 2 GATEWAY‘S EDI FOR XERO PRESENTED BY: B2BGATEWAY. AS2...

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

AUSTRALIA // +61 2 8003 7584

B2BGATEWAY‘S EDI FOR XERO

B2BGATEWAY

August 25, 2015

“YOUR GLOBALEDI NETWORK”

.

B2BGATEWAY‘S EDI FOR XEROPRESENTED BY: B2BGATEWAY

.

TODAY’S AGENDA & PRESENTERS1. What Is EDI?2. Where Does EDI Fit Into The Marketplace3. Third Party Logistics (3PL) EDI4. Online Retailers 5. eCommerce Platform EDI6. Omni-Channel7. Popular Market Verticals8. GS1-128 Labels9. Global EDI Standards10. Integration With Xero11. Transaction and Exception Reports12. Popular Global EDI Standards13. Customer Service14. How Much Does It Cost?15. B2BGateway Fact Sheet16. Top 5 Advantages of EDI17. Special offer to celebrate new Sydney office18. B2BGateway Contact Information

Dante Dell’Agnese

AU Sales Director

Jon BellemoreSMB Sales Executive

.


.

B2BGATEWAY AU SALES DIRECTOR - DANTE DELL’AGNESE

Dante Dell’[email protected]+61 417 112 967+61 2 8003 7584

• 20 year career in the software industry• Previously worked at NetSuite, Oracle and Autodesk• Focused on manufacturing and distribution industries

mailto:[email protected]

.


.

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

XERO USER

.


.

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.

XERO USER

.


.

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…

XERO USER

.


.

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

INVRPT – Inventory Inquiry

ORDERS – Outgoing PO / Incoming SO

SLSRPT – Product Activity Data

ORDRSP – P.O. Acknowledgement

DESADV – Advanced Ship Notice

ORDCHG – Purchase Order Change

INSDES – Warehouse Ship Order

DESADV – Warehouse Ship Advice

XERO USER

.


.

(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.

.


.

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

.


.

(ECOMMERCE PLATFORM)

OR

DER

SO

RD

ERS

INV

RP

TIN

VR

PT

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.

.


.

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 catalogues, etc.

.


.

CLIENT ERP / WMS / OMS USING B2BGATEWAY EDI SERVICES

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

.


.

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.

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








.


.

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

.


.

NATURAL PRODUCTS PET CARE AND SUPPLIES

POPULAR MARKET VERTICALS

.


.

FOOD, WINE AND BEVERAGES OUTDOOR ACTIVITIES


.


.

KIDS AND BABIES CONSUMER ELECTRONICS




.


.

PHARMACEUTICALS ADULT INTEREST


.


.

B2BGATEWAY FULLY INTEGRATES WITH XERO

B2BGateway’s cloud based EDI solutions fully integrate with Xero, so there is no need to re-key data when processing Purchase Orders and Invoices!

.


.

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.

.


.

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.

.


.

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 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

.


.

POPULAR GLOBAL 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

.


.

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.

.


.

B2BGATEWAY FACT SHEET

B2BGateway has been doing EDI since 1999, offering EDI and supply chain integrationsolutions to thousands of clients across the globe since. Here are some other interesting factsabout our EDI experience:

• GS1 Accredited EDI Solution Provider.• B2BGateway processes over $30-billion dollars in transactions each month.• Thousands of client / TP partner relationships worldwide.



.


.

TRADING PARTNERS

B2BGateway 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

.


.

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 to Xerousers.

Our solutions, which remove the need to re-keydata, are widely used in Wholesale Distribution,Retail, Manufacturing, Third Party Logistics (3PL),Automotive and Government industries.

We also to provide connections to eCommerceplatforms such as Magento, Volusion, 3dcart andShopify.

TOP 5 ADVANTAGES OF EDI

.


.

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 $8002. Trading Partner Setup Fee AU $800

RECURRING MONTHLY FEES1. Basic Service Fee AU $1502. Transactional Fees (per SKU) AU $0.103. VAN Comm. Fees* (per KB) AU $0.204. Functional Acknowledgements No Charge

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

.


.

CELEBRATING NEW SYDNEY OFFICE - SPECIAL OFFER!

To celebrate the launch of our new office in Sydney,B2BGateway is offering Xero users in the AU/NZ/Pacificregion a very special offer:

Sign up for B2BGateway’s fully-integrated EDI solutionsfrom July 1st – August 31st, 2015 and receive a FREEORGANIZATIONAL FEE!

That’s a saving of AU $800, contact us after this webinarfor further details. We can be reached through thefollowing:

+61 (2) 8003 7584 or [email protected]

.


.

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‘S “YOUR EDI FOR XERO · 2 GATEWAY‘S EDI FOR XERO PRESENTED BY: B2BGATEWAY. AS2...

Documents

Transcript of 2 GATEWAY‘S “YOUR EDI FOR XERO · 2 GATEWAY‘S EDI FOR XERO PRESENTED BY: B2BGATEWAY. AS2...