fully-integrated edi solutions for netsuite & …...solutions to hundreds of netsuite clients...

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

AUSTRALIA // +61 2 8003 7584

B2BGATEWAY

& ALTICO ADVISORS JUNE 10, 2015

“YOUR GLOBAL EDI NETWORK”

FULLY-INTEGRATED EDI SOLUTIONS

FOR NETSUITE & CLIENTS OF ALTICO

ADVISORS

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CLOUD-BASED, FULLY-INTEGRATED EDI SOLUTIONS FOR NETSUITE PRESENTED BY: B2BGATEWAY & ALTICO ADVISORS

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1. Introducing Altico Advisors 2. What Is EDI? 3. Where Does EDI Fit Into The Marketplace 4. Third Party Logistics (3PL) EDI 5. Online Retailers and CommerceHub EDI 6. eCommerce Platform EDI 7. Popular Market Verticals 8. Built Into The NetSuite Dashboard 9. Transaction and Exception Reports 10. Customer Service 11. How Much Does It Cost? 12. B2BGateway Fact Sheet 13. Top 5 Advantages of EDI 14. B2BGateway & ALTICO ADVISORS' Contact Info

B2BGateway

Jon Bellemore SMB Sales Executive 401-491-9595 x2101

TODAY’S AGENDA & PRESENTERS

Altico Advisors

Marcia Nita Doron Marketing Director 508-485-5588 x107

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INTRODUCING ALTICO ADVISORS

Award winning Altico Advisors of Massachusetts are experts in implementing

NetSuite for ERP & CRM in the cloud.

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A FEW WORDS ABOUT ALTICO ADVISORS

Who we are • Premier provider of ERP and CRM software

solutions for midmarket companies throughout New England and beyond.

What we do

• Our seasoned team assesses your business processes and determines the best solution for your company.

What’s in a name

• Altico derives from the Greek word meaning to nurture. Our goal is to nurture our clients and help them grow.

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ALTICO ADVISORS' CLIENT

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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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


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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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


B2BGATEWAY MAKES IT EASY…

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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 ALTICO ADVISORS'

CLIENT

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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 NetSuite.

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


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

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NATURAL PRODUCTS PET CARE AND SUPPLIES

POPULAR MARKET VERTICALS

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FOOD, WINE AND BEVERAGES OUTDOOR ACTIVITIES


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KIDS AND BABIES CONSUMER ELECTRONICS


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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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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B2B DIFFERENCE BUILT INTO NETSUITE DASHBOARD

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

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Your client portal dashboard shows our new setup progress bars and you can drill down to see even more information. Let’s click on BrownForman.

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This screen shows our progress bars in association with the newly implemented Gantt charts so you’ll know what’s happening with your setup. We can drill down even further by clicking the document #.

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Here, we are as far as we can go, looking at the 810-invoice document for BrownForman. We still see the Gantt chart but now we can enter notes and see test files all within the portal.

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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.

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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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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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CUSTOMER SERVICE

B2BGateway has been providing excellent customer service to all of our clients, including NetSuite 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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HOW MUCH DOES IT COST?

B2BGateway’s pricing for NetSuite is available on our website by clicking on the EDI Information tab and clicking “get pricing”. 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)

$999

Trading Partner Fee (One time setup fee per trading

partner) $750

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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B2BGATEWAY FACT SHEET

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

• Built For NetSuite and GS1 Accredited EDI Solution Provider • B2BGateway processes over $30-billion dollars in client / TP transactions each

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

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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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-integrated EDI and automated supply chain solutions to all NetSuite users. Our solutions, which remove the need to re-key data, are widely used in Wholesale Distribution, Retail, Manufacturing, Third Party Logistics (3PL), Automotive and Government industries. We also to provide connections to eCommerce platforms such as Magento, Volusion, 3dcart and Shopify. For ease of access, B2BGateway’s EDI solution is built directly into the NetSuite user’s dashboard. Don’t forget to check us out at SuiteWorld 2015!

TOP 5 ADVANTAGES OF EDI

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

Call Our Office

+353 61 708533 (EU)

+1 (401) 491-9595 (USA)

Visit on the Web

www.B2BGateway.Net

Send an Email [email protected]

Call Our Office

+1 (508) 485-5588

Visit on the Web

www.AlticoAdvisors.com

Send an Email [email protected]

fully-integrated edi solutions for netsuite & …...solutions to hundreds of netsuite clients...

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