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NORTH AMERICA // +1 (401) 491-9595 EUROPE // +353 (0) 61 708533 B2BGATEWAY MARCH 18, 2015 “YOUR GLOBAL EDI NETWORKCLOUD-BASED, FULLY-INTEGRATED EDI SOLUTIONS FOR ACUMATICA

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Page 1: CLOUD-BASED, FULLY-INTEGRATED EDI SOLUTIONS · PDF filecloud based, fully integrated edi solutions for acumatica presented by: b2bgateway . acumatica user retailer retailer what is

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

B2BGATEWAY

MARCH 18, 2015

“YOUR GLOBAL

EDI NETWORK”

CLOUD-BASED, FULLY-INTEGRATED

EDI SOLUTIONS FOR ACUMATICA

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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICA PRESENTED BY: B2BGATEWAY

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Jon Bellemore Digital Marketing

Jess Apostolou Sales Specialist

TODAY’S AGENDA & PRESENTERS

1. What Is EDI? 2. Where Does EDI Fit Into The Marketplace 3. Third Party Logistics (3PL) EDI 4. Online Retailers and CommerceHub EDI 5. eCommerce Platform EDI 6. Popular Market Verticals 7. Built Into The Acumatica Dashboard 8. Transaction and Exception Reports 9. Customer Service 10. How Much Does It Cost? 11. B2BGateway Fact Sheet 12. B2BGateway Contact Information

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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICA PRESENTED BY: B2BGATEWAY

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ACUMATICA USER

RETAILER

RETAILER

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 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.

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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICA PRESENTED BY: B2BGATEWAY

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AS2

VAN

FTP

FTPS

AS2 Server AS2 Software X-12 Ver. 5010 Encryption Software

Annual Licensing Software Certification

Van Software

Mailbox Setup Mailbox Fees X-12 Ver. 4040

Mapping Tools

Modem Phone

FTP Server

FTP Software

Software Credential

X-12 Ver. 4010

Mapping Tools

Consultant Fees

FTPS Software

Encryption Software

Software Certificate

X-12 Ver. 3040

Mapping Tools

Consultant Fees

Consultant

Fees

Consultant

Fees

ACUMATICA USER

BUT IT CAN BE VERY COMPLEX…

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.

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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICA PRESENTED BY: B2BGATEWAY

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AS2 Server AS2 Software X-12 Ver. 5010 Encryption Software

Annual Licensing Software Certification

Van Software

Mailbox Setup Mailbox Fees X-12 Ver. 4040

Mapping Tools

Modem Phone FTP

Server FTP Software

Software Credential

X-12 Ver. 4010

Mapping Tools

Consultant Fees

FTPS Software

Encryption Software

Software Certificate

X-12 Ver. 3040

Mapping Tools

Consultant Fees

Consultant Fees

Consultant Fees

AS2

VAN

FTP

FTPS

ACUMATICA USER

B2BGATEWAY MAKES IT EASY…

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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICA PRESENTED BY: B2BGATEWAY

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(BOX STORE RETAILER)

(SHOPPING CART)

(ONLINE RETAILER)

(FACTORY)

850

810

852

846

850

810

846

846

846

852

855

WHERE DOES EDI FIT INTO THE MARKETPLACE?

(THIRD PARTY LOGISTICS)

810 – Invoice

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

X12 Format

846

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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICA PRESENTED BY: B2BGATEWAY

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(THIRD PARTY LOGISTICS)

94

5 -

WSA

9

45

- W

SA

94

0 -

WSO

9

40

- W

SO

THIRD PARTY LOGISTICS – 3PL EDI

The term “3PL” indicates that your client uses a 3rd party for warehousing and shipping needs. The following EDI documents are common:

• 940 – Warehouse Shipping Order • 945 – Warehouse Shipping Advice • 856 – Advance Ship Notice (ASN) • UCC / GS1-128 Barcode Labels

In this simplified scenario, there are only two steps: 1. An EDI 940 (Warehouse Ship Order) is sent from the client to their

trading partner and 3PL.

2. The 3PL returns an EDI 945 (Warehouse Ship Advice) to let the client know the goods have been shipped. This lets the client fulfill the sales order in their Acumatica.

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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICA PRESENTED BY: B2BGATEWAY

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ONLINE RETAILERS

The following EDI transaction sets are popular with online retailers such as Amazon, Wayfair, Zappos and others:

• 850 – Purchase Order • 810 – Invoice • 846 – Inventory Inquiry Advice • Drop Shipping to Warehouses

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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICA PRESENTED BY: B2BGATEWAY

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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 Acumatica] 846 – Inventory Advice [ Outbound reflecting inventory levels ] 810 – Invoice [ Outbound to your Trading Partner ]

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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICA PRESENTED BY: B2BGATEWAY

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(ECOMMERCE PLATFORM)

85

0 -

PO

8

50

- P

O

84

6 -

INV

8

46

- IN

V

ECOMMERCE PLATFORMS

The following items are often required when trading with popular eCommerce sites:

• 850 – Purchase Order • 810 – Invoice • 846 – Inventory Advice / Inquiry

Many Acumatica clients use B2BGateway to connect with their eCommerce platforms to pull orders (EDI 850) and send Inventory updates (EDI 846)

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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICA PRESENTED BY: B2BGATEWAY

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NATURAL PRODUCTS PET CARE AND SUPPLIES

POPULAR MARKET VERTICALS

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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICA PRESENTED BY: B2BGATEWAY

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FOOD, WINE AND BEVERAGES OUTDOOR ACTIVITIES

POPULAR MARKET VERTICALS

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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICA PRESENTED BY: B2BGATEWAY

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KIDS AND BABIES CONSUMER ELECTRONICS

POPULAR MARKET VERTICALS

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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICA PRESENTED BY: B2BGATEWAY

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PHARMACEUTICALS ADULT INTEREST

POPULAR MARKET VERTICALS

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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICA PRESENTED BY: B2BGATEWAY

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GS1-128 LABELS

In today’s business environment, GS1-128 (formerly known as UCC-128) labels have become a necessary part of the criteria for large format retailers in automating the supply chain with their suppliers. 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.

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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICA PRESENTED BY: B2BGATEWAY

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BUILT INTO THE ACUMATICA DASHBOARD

When designing our Acumatica integration tool, we decided the user should never have to leave their Acumatica system so we built B2BGateway in!

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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICA PRESENTED BY: B2BGATEWAY

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TRANSACTION REPORTS

A 997 is also known as a Functional Acknowledgement (FA). It lets the client know if the trading partner has received and accepted the file. Receipt of a 997 does not necessarily mean that the file contains no errors.

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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICA PRESENTED BY: B2BGATEWAY

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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.

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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICA PRESENTED BY: B2BGATEWAY

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CUSTOMER SERVICE

B2BGateway has been providing excellent customer service to all of our clients, including Acumatica 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. These new teams have been established at B2BGateway in order to reduce response times and decrease relationship setup times. The new Rapid Response Team, known as RRT, has brought the average response time down to 2:46 (two hours and forty six minutes) and the new setup team has decreased setup times by 45%.

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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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICA PRESENTED BY: B2BGATEWAY

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HOW MUCH DOES IT COST?

B2BGateway has been providing excellent customer service to all of our clients, including Acumatica and we will continue to do so in the future. PRICING

• Our pricing is posted on our website (b2bgateway.net/pricing.asp)

• 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.

SETUP FEES

Organizational Setup Fee (one time fee)

$750

Trading Partner Fee (One time setup fee per trading

partner) $600

RECURRING FEES

Basic Service Fee $149

per month

EDI Transactional Fee $0.06/ SKU

line

997 Functional Acknowledgements

(fully managed) Free

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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICA PRESENTED BY: B2BGATEWAY

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B2BGATEWAY FACT SHEET

B2BGateway has been doing EDI since 1999, offering EDI and supply chain integration solutions to thousands of clients across the globe since 2001. Here are some other interesting facts about our EDI experience:

• GS1 Accredited EDI Solution Provider • B2BGateway processes over $30-billion dollars in

client / TP transactions each month. • Thousands of client / TP partner relationships worldwide.

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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICA PRESENTED BY: B2BGATEWAY

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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.

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CLOUD BASED, FULLY INTEGRATED EDI SOLUTIONS FOR ACUMATICA PRESENTED BY: B2BGATEWAY

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Questions Anyone? Please open your WebEx Chat Box to send a question.

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THANK YOU FOR WATCHING Call USA: +1 401 491 9595 (USA)

Call Europe: +353 61 708533 (EU)

Web: www.B2BGateway.Net

Email: [email protected]