EDI for QuickBooks Online Webinar - B2BGateway

NORTH AMERICA // +1 (401) 491-9595
EUROPE // +353 (0) 61 708533
AUSTRALIA // +61 2 8003 7584
B2BGATEWAY EDI
FOR QUICKBOOKS
ONLINE
B2BGATEWAY
JULY 13, 2016
“YOUR GLOBAL
EDI NETWORK”
Online

.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
TODAY’S AGENDA & PRESENTERS
1. About B2BGateway
2. What Is EDI?
3. Where Does EDI Fit Into The Marketplace?
4. Working wit Amazon
5. GS1-128 labels
6. CommerceHub and eCommerce Platforms
7. B2BGateway and QuickBooks Online
8. B2BGateway Client Portal & Reporting Capabilities
9. Complementary QBO Add-On Partners
10. Customer Service
11. Case Study – Drop Stop
12. Advantages of EDI
13. Accreditations & Awards
14. Pricing
15. Questions & Answers
Aggie Grabowska
Digital Marketing
Executive
Roger Leyden
Director of Global Business
Development

.
.
ABOUT B2BGATEWAY
B2BGateway has been doing EDI since 1999, offering EDI and supply chain integration
solutions to hundreds of QuickBooks clients across the globe.
1999 $30-
biliion
invoices
processed per
month
25,000+
trading
relations

.
.
WHAT IS EDI? IT SOUNDS SIMPLE…
EDI (Electronic Data Interchange) is defined as the structured transmission of data between
organizations by electronic means. It is used to transfer electronic business documents such
as Purchase Orders, Invoices, Advance Shipping Notices (ASNs), and many more from one
computer system to another, i.e. from one trading partner to another trading partner.
RETAILER
RETAILER

.
.
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

.
.
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 EDI COMMUNICATION PROTOCOLS
VAN: The VAN (value-added network) is simply a secure network where EDI documents can be exchanged
between a business and its trading partners. An organization will be provided with a mailbox. Documents
are sent and received from there and the organization checks the mailbox periodically to retrieve its
documents.
AS2: Applicability Statement 2 is a specification about how to transport data securely and reliably over the
Internet. Security is achieved by using digital certificates and encryption. AS2 is one of the most popular
methods for transporting data, especially EDI data over the Internet.
FTP: File Transfer Protocol is the commonly used
protocol for exchanging files over the Internet. FTP
by itself does not provide the security needed for
document exchange with other companies over the
Internet. More secure options sFTP or FTPS may be
preferred.

.
.
INTEGRATION WITH QUICKBOOKS ONLINE

.
.
SO LET’S PUT ALL THAT TOGETHER…
Each trading partner specifies their required communication method and which documents
they require to complete EDI transactions. This can make the EDI process very complex as
illustrated below.
VAN
AS2
FTP
FTPS
AS2
Server
AS2
Software
X-12 Ver.
5010
Encryption
Software
Annual
Licensing
Software
Certification
Consultant
Fees
Consultant
Fees
Consultant
Fees
Consultant
Fees
Modem
Phone
Van
Software
Mailbox
Setup
Mailbox
Fees
X-12 Ver.
4040
Mapping
Tools
FTP
Server
FTP
Software
Software
Credential
X-12 Ver.
4010
Mapping
Tools
FTPS
Software
Encryption
Software
Software
Certificate
X-12 Ver.
3040
Mapping
Tools
(EDI USER)

.
.
B2BGATEWAY MAKES IT EASY…
VAN
AS2
FTP
FTPS
AS2
Server AS2
Software X-12 Ver.
5010 Encryption
Software Annual
Licensing Software
Certification
Consultant
Fees
Consultant
Fees
Consultant
Fees
Modem
Phone
Van
Software
Mailbox
Setup
Mailbox
Fees
X-12 Ver.
4040
Mapping
Tools
FTP
Server
FTP
Software
Software
Credential
X-12 Ver.
4010
Mapping
Tools
FTPS
Software
Encryption
Software
Software
Certificate
X-12 Ver.
3040
Mapping
Tools
Consultant
Fees
(EDI USER)

.
.
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)

.
.
WORKING WITH AMAZON
850
810
810
856
855
855
856
753
753
754
754
846
846
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

.
.
GS1-128 LABELS
GS1-128 labels are an outer label affixed to each carton and/or
pallet and provide information about a particular shipment.
This label will alert the trading partner about shipment
information such as who the vendor / supplier is, carton
content, store ship to location, etc., and is a mix of both
human readable as well as scan able information.
The GS1-128 label on every carton is scanned at its destination
location (e.g. trading partner central warehouse) and
information usually is tied to an Advance Ship Notice (ASN)
that has already been transmitted via EDI to the trading
partner from the supplier.

.
.
ONLINE RETAILERS & COMMERCEHUB
Most “Box Store Retailers” who also have online (.com) stores will use the CommerceHub
platform to transmit EDI documents. In this case, B2BGateway would communicate with
CommerceHub 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 ]

.
.
(ECOMMERCEPLATFORM)
850-PO850-PO
846-INV846-INV
ECOMMERCE PLATFORMS
The following items are often required when trading with popular
eCommerce sites:
• 850 – Purchase Order
• 846 – Inventory Advice / Inquiry
Many QuickBooks Online clients use B2BGateway to connect with
their eCommerce platforms to pull orders (EDI 850) and send
Inventory updates (EDI 846)

.
.
B2BGATEWAY AND QUICKBOOKS ONLINE

.
.
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.

.
.
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.

.
.
B2BGATEWAY CLIENT PORTAL

.
.
TRANSACTION REPORTS
Under the reports 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.

.
.
EXCEPTION REPORTS
If a client sees an Open Exception in the Transaction Report, they should open up the
Exception Reports Section on their Client Portal. Here they will see files that have been
rejected by the trading partner and a reason as to why the were rejected. The client can then
fix these errors and re-send or contact B2BGateway support for help.

.
.
B2BGATEWAY AND QUICKBOOKS ADD-ONS

.
.
B2B DIFFERENCE CUSTOMER SERVICE
B2BGateway has been providing excellent
customer service to all of our clients, including
QuickBooks Online and we will continue to do
so in the future. B2BGateway has developed
two new teams to help clients with setting up
and maintaining their trading partner
relationships.
The teams consist of a dedicated Setup Team
for the setup phase of the relationship and
thereafter the Rapid Response Team (RRT) is
available for any ongoing requests the client
may have during the lifetime of the
relationship.
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 are
included in the monthly fee
at no extra cost.
24/7

.
.
SUCCESS STORY – DROP STOP
• Drop Stop are the manufacturers and distributors of a patented device which stops items being
dropped 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 a
contract 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 chose
B2BGateway.
• B2BGateway was not only able to provide Drop Stop with an EDI connection to Walmart but also
one to their 3PL Motivational Fulfillment & Logistics which help to automate their supply chain
even further.

.
.
AVERAGE
ANNUAL VOLUME
c. 450
Purchase 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
Walmart
Motivational Fulfilment &
Logistics Services

.
.
ADVANTAGES OF B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
 Meet Customer Requirements: QuickBooks Online users are
able to meet the supply contract requirements of all major
Online and Box Store Retailers.
 Integrate with 3PL’s QuickBooks Online users are able to
communicate effectively and efficiently with their outsourced
third party logistics providers (3PL).
 GS1-128 Labels B2BGateway can support the outer case GS1-
128 barcode labels and Packing Slips that may be required by
trading partners.
 CommerceHub B2BGateway can automate the flow of data
between Online Retailer Hubs such as CommerceHub and
VendorNet
 Full Communication Integration B2BGateway is a complete
communications hub can work with all data formats such as
XML, CSV as well as the traditional EDI formats and standards.
 Customization B2BGateway can customize solutions to meet
the individual QuickBooks Online users needs

.
.
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

.
.
SETUP FEES
Organizational Setup Fee
$300
one time fee
RECURRING FEES
Basic Service Fee
$89/mo
EDI Transactional Fee
Fully managed 997 Functional
Acknowledgement
B2BGATEWAY
has 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?

.
.
Questions Anyone?

THANK YOU FOR WATCHING
Call USA: +1 401 491 9595 (USA)
Call Europe: +353 61 708533 (EU)
Call Australia: +61 28003 7584 (AU)
Web: www.B2BGateway.Net
Email: Sales@B2BGateway.Net

EDI for QuickBooks Online Webinar - B2BGateway

Recomendados

Recomendados

Mais conteúdo relacionado

Último

Último (20)

Destaque

Destaque (20)

EDI for QuickBooks Online Webinar - B2BGateway