edi & eformz for netsuite | b2bgateway & minisoft

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NORTH AMERICA // +1 (401) 491-9595 EUROPE // +353 (0) 61 708533 AUSTRALIA // +61 2 8003 7584 EDI AND eFORMz FOR NETSUITE B2BGATEWAY & MINISOFT APRIL 19, 2016 “YOUR GLOBAL EDI NETWORK

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Page 1: EDI & eFORMZ for NetSuite | B2BGateway & Minisoft

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

AUSTRALIA // +61 2 8003 7584

EDI AND eFORMzFOR NETSUITE

B2BGATEWAY & MINISOFT

APRIL 19, 2016

“YOUR GLOBALEDI NETWORK”

Page 2: EDI & eFORMZ for NetSuite | B2BGateway & Minisoft

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EDI FOR NETSUITE PRESENTED BY: B2BGATEWAY & MINISOFT

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TODAY’S AGENDA & PRESENTERS

About Minisoft & B2BGatewayWhat is EDI?Standards and ProtocolsHow does it fit into the marketplace?Trading with AmazonASN & GS1-128 LabelsNetSuite Automatic Item FulfilmentCustomer ServiceUse Minisoft eFORMz to generate all your outbound shipping documentsAccreditations & AwardsB2BGateway & Minisoft Contact Information

Doug GreenupSVP Sales & Marketing

MINISOFT

Roger LeydenDirector of Global

Business DevelopmentB2BGATEWAY

Page 4: EDI & eFORMZ for NetSuite | B2BGateway & Minisoft

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EDI FOR NETSUITE PRESENTED BY: B2BGATEWAY & MINISOFT

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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

Page 5: EDI & eFORMZ for NetSuite | B2BGateway & Minisoft

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EDI FOR NETSUITE PRESENTED BY: B2BGATEWAY & MINISOFT

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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 NetSuite Protocols

Page 6: EDI & eFORMZ for NetSuite | B2BGateway & Minisoft

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EDI FOR NETSUITE PRESENTED BY: B2BGATEWAY & MINISOFT

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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

Page 7: EDI & eFORMZ for NetSuite | B2BGateway & Minisoft

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EDI FOR NETSUITE PRESENTED BY: B2BGATEWAY & MINISOFT

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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.

Page 8: EDI & eFORMZ for NetSuite | B2BGateway & Minisoft

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EDI FOR NETSUITE PRESENTED BY: B2BGATEWAY & MINISOFT

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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…

Page 9: EDI & eFORMZ for NetSuite | B2BGateway & Minisoft

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EDI FOR NETSUITE PRESENTED BY: B2BGATEWAY & MINISOFT

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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

Page 10: EDI & eFORMZ for NetSuite | B2BGateway & Minisoft

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EDI FOR NETSUITE PRESENTED BY: B2BGATEWAY & MINISOFT

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WHERE DOES EDI FIT INTO THE MARKETPLACE?

SUPPLY BOX STORE RETAILERS

ORDER FROM A MANUFACTURER

SUPPLY GOVERNMENT / FINANCE SECTOR

SELL THROUGH ONLINE MARKETPLACE

USE A THIRD PARTY LOGISTICS

SELL DIRECT ONLINE

Page 11: EDI & eFORMZ for NetSuite | B2BGateway & Minisoft

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EDI FOR NETSUITE PRESENTED BY: B2BGATEWAY & MINISOFT

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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

Page 12: EDI & eFORMZ for NetSuite | B2BGateway & Minisoft

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EDI FOR NETSUITE PRESENTED BY: B2BGATEWAY & MINISOFT

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ASN & 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.

Page 13: EDI & eFORMZ for NetSuite | B2BGateway & Minisoft

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EDI FOR NETSUITE PRESENTED BY: B2BGATEWAY & MINISOFT

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856

940

945

850

810 – INVOICE

850 – OUTGOING PO / INCOMING SO

856 – ADVANCE SHIP NOTICE

940 – WAREHOUSE SHIP ORDER

945 – WAREHOUSE SHIPPING ADVICE

850TRADING PARTNER

945

3PL

NETSUITE USER

810810

NETSUITE AUTOMATIC ITEM FULFILLMENT

Page 14: EDI & eFORMZ for NetSuite | B2BGateway & Minisoft

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EDI FOR NETSUITE PRESENTED BY: B2BGATEWAY & MINISOFT

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CUSTOMER SUPPORT

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

The teams consist of a dedicated Setup Teamfor the setup phase of the relationship andthereafter the Rapid Response Team (RRT) isavailable for any ongoing requests the clientmay have during the lifetime of therelationship.

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 areincluded in the monthly feeat no extra cost.

24/7

Page 15: EDI & eFORMZ for NetSuite | B2BGateway & Minisoft

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EDI FOR NETSUITE PRESENTED BY: B2BGATEWAY & MINISOFT

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ABOUT MINISOFT

Since 1983, Minisoft’s forms, label and transactional solutions have empowered over 4,000 retail and manufacturing customers worldwide to ship smarter and sell more.

Corporate HQ – Seattle, WA

EMEA HQ – Lucerne, Switzerland

Page 16: EDI & eFORMZ for NetSuite | B2BGateway & Minisoft

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EDI FOR NETSUITE PRESENTED BY: B2BGATEWAY & MINISOFT

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MINISOFT EFORMZ

Replace Any Pre-Printed Form(Laser or Thermal)

Page 17: EDI & eFORMZ for NetSuite | B2BGateway & Minisoft

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EDI FOR NETSUITE PRESENTED BY: B2BGATEWAY & MINISOFT

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MINISOFT EFORMZ

Certified – Built for Netsuite Also Manhattan, SAP, JDA, QAD, Dynamics/AX, HighJump, INFOR

Cloud or On-Premise ImplementationWritten in JAVA – Platform Independent

Windows, Linux, iSeries, AIX, HP/UX

All Printers Laser (PCL, Postscript, AFPDS) or Thermal (Zebra, Toshiba, Datamax)

Integration Options Web Services, Virtual Printer, Monitor File Folder, Database

Page 18: EDI & eFORMZ for NetSuite | B2BGateway & Minisoft

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EDI FOR NETSUITE PRESENTED BY: B2BGATEWAY & MINISOFT

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EFORMZ - B2B - INTEGRATION

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

Web services

SHIPPING SOLUTION

Web services

Page 19: EDI & eFORMZ for NetSuite | B2BGateway & Minisoft

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EDI FOR NETSUITE PRESENTED BY: B2BGATEWAY & MINISOFT

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GENERATE OUTBOUND SHIPPING DOCUMENTS FOR ANY RETAILER

Page 20: EDI & eFORMZ for NetSuite | B2BGateway & Minisoft

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EDI FOR NETSUITE PRESENTED BY: B2BGATEWAY & MINISOFT

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PACKING LIST – SHIPPING LABEL: EFORMZ HANDLES THE MATCHING

Page 21: EDI & eFORMZ for NetSuite | B2BGateway & Minisoft

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EDI FOR NETSUITE PRESENTED BY: B2BGATEWAY & MINISOFT

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MULTI-CARRIER SHIPPING SOLUTION

Minisoft’s eSHIPz is a multi-carrier compliant shipping solution designed to meet the shipping requirements of companies that ship 50 or 500,000 packages a day.

Rate shop for least costRate shop based on transit timeNational Carrier Compliant Labels – UPS, FedEx, DHL, USPSPostal Solutions – Stamps.com, Endicia, Parcel PartnersRegional Carriers – OnTrac, SpeeDee Delivery, Eastern Connection, Pitt OhioLTL, Hazmet & International Automation

Page 22: EDI & eFORMZ for NetSuite | B2BGateway & Minisoft

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EDI FOR NETSUITE PRESENTED BY: B2BGATEWAY & MINISOFT

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CONDITIONAL LOGIC

eFORMz Makes Decisions on the Data

Create “smart” forms with built-in Conditional LogicWhat retail packing list to generateHandle multiple corporate logos/brandsSpecial comments, gifting messages, special offersTerms & conditions, product warnings

Page 23: EDI & eFORMZ for NetSuite | B2BGateway & Minisoft

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EDI FOR NETSUITE PRESENTED BY: B2BGATEWAY & MINISOFT

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GENERATE INTEGRATED PACKING LISTS - COLLATES

Direct eCommerce OrdersRetailer Supplied Laser Forms

Page 24: EDI & eFORMZ for NetSuite | B2BGateway & Minisoft

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EDI FOR NETSUITE PRESENTED BY: B2BGATEWAY & MINISOFT

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GENERATE INTEGRATED PACKING LISTS - COLLATES

Sell more with the package you shipReinforce Brands, Corporate Themes, Social MediaGifting & Customer PersonalizationUse Labeling for Cross-sells, Web Promotions

OR

Take Advantage of the “White Space”Front

Page 25: EDI & eFORMZ for NetSuite | B2BGateway & Minisoft

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EDI FOR NETSUITE PRESENTED BY: B2BGATEWAY & MINISOFT

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WILL WE SEE YOU AT SUITEWORLD 16?

Booth #210 Minisoft

Booth #305 B2BGateway

Page 26: EDI & eFORMZ for NetSuite | B2BGateway & Minisoft

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EDI FOR NETSUITE PRESENTED BY: B2BGATEWAY & MINISOFT

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Questions Anyone?

Page 27: EDI & eFORMZ for NetSuite | B2BGateway & Minisoft

Call USA: +1 401 491 9595 (USA)Call Europe: +353 61 708533 (EU)Call Australia: +61 28003 7584 (AU)Web: www.B2BGateway.NetEmail: [email protected]

THANK YOU FOR WATCHING

Call Americas: +1 800 682 0200Call EMEA: +41 41 340 23 20Corporate Web: www.minisoft.comSupport Web: support.minisoft.com Email: [email protected]