Partnering with B2BGateway EDI - Increase your Offering and Revenue Streams

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

AUSTRALIA // +61 2 8003 7584

PARTNERING WITH B2BGATEWAY EDI

B2BGATEWAY

MARCH 30, 2016

“YOUR GLOBALEDI NETWORK”

INCREASE YOUR OFFERINGS AND REVENUE

STREAMS

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PARTNERING WITH B2BGATEWAY EDI PRESENTED BY: B2BGATEWAY

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TODAY’S AGENDA & PRESENTERS

1. About B2BGateway2. What Is EDI?3. EDI Standards & Protocols4. Top 5 Advantages of EDI5. Integration6. Make it easy7. Where Does EDI Fit Into The Marketplace?8. How Can B2BGateway Support Your Client EDI

Requirements?9. How B2BGateway Help You Close The Sale10. After Sales Process11. B2BGateway Client Portal12. Manage Your Leads with B2BGateway Partner Portal13. Income Generator14. Marketing Opportunities15. Q&A

Roger LeydenDirector of Global Business

Development

Aggie GrabowskaDigital Marketing

Executive

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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.

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

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 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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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 ERP or Accounting Software 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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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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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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EDI INTEGRATION

Clients’ organization must decide whether they want to integrate their EDI solution with your ERP/ Accounting Software or want a ‘Stand Alone’ web-based portal solution.

Full integration will remove the need to re-key data, thus in turn reducing errors and overhead.

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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.

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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?

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

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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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HOW CAN B2BGATEWAY SUPPORT YOUR CLIENTS’ EDI REQUIREMENTS?

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Presales Support

ExperienceAccreditations

Support Local

Presales Support – B2BGateway will support you oncalls – explaining the EDI process to your prospect andanswering any questions or queries they may have.

Experience – B2BGateway has been providing cloudbased, fully integrated EDI solutions to thousands ofclients across the globe since 1999.

Local – All B2BGateway sales and support staff arelocated in 4 continents in the time zones of your clients– we do not outsource.

Support – 24/7 emergency support available if needed

Accreditations – B2BGateway is a GS1 AccreditedSolution Provider, Built For NetSuite and QuickBooksGold Developer.

HOW CAN B2BGATEWAY HELP YOU CLOSE THE SALE

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Contract – The client signs and returns a 12 month(self renewing) contract with B2BGateway.

Dedicated Setup Team – On return of signed contractB2BGateway assigns a dedicated 3 person team tosetup the client with their required trading partners.

Kick Off Meeting – Once the B2BGateway is assigneda Kick Off meeting is held with the client and VAR forintroductions and to discuss the setup process.

Project Plan – From the Kick Off meeting a ProjectPlan is developed by the B2BGateway Setup teamand sent to client for approval.

RRT – When setup goes live the client is moved tothe RRT team for the day to day maintenance oftheir account should any issues arise.

THE B2BGATEWAY AFTER SALES PROCESS

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ROLES AND RESPONSIBILITIES

Dedicated Account Setup

Project Manager

Setup Account Engineers

Setup Programming

Team

Infrastructure Account

Engineers

SE & RRT Teams with 24/7 Backup

Maintenance Programming

Team

CLIENT

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CLIENTS MANAGE THEIR EDI ACCOUNT WITH B2BGATEWAY CLIENT PORTAL

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MANAGE YOUR EDI LEADS WITH B2BGATEWAY PARTNER PORTAL

Your Company Name

Your Name

[email protected]

0123456

Company Name

Company Name

01/01/2016

01/01/2016

[email protected]

[email protected]

01/01/2016

01/01/2016

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MANAGE YOUR LEADS WITH B2BGATEWAY PARTNER PORTAL

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ADDITIONAL INCOME GENERATOR

same time providing excellent service and support for your clients.

• As part of the B2BGateway Partner ProgramB2BGateway will offer referral fees on allsuccessful sales introduced by Partners who havesigned a B2BGateway Partner Agreement.

• If your organization would like to know moreabout our Partner Program please call our SalesTeam on +1 401-491-9595x5 (USA), +353 61708533 (EU), +61 2 8003 7584 (AU) or [email protected]

mailto:[email protected]

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EXCLUSIVE MARKETING OPPORTUNITIES• Cobranded Marketing Materials• Partnerships Announcements on B2BGateway Home Page• Partner Listing on B2BGateway Partner Page• Joint Webinars• Client Case Studies• Press Releases• Guest Blogging• Social Media• Featured Partners in B2BGateway ‘EDI Matters’ Newsletter

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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]

Partnering with B2BGateway EDI - Increase your Offering and Revenue Streams

Retail

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