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Overview of Trading Partner Connect for Prophet 21 Acclaim

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Page 1: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

Overview ofTrading Partner Connect forProphet 21 Acclaim

Page 2: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

Objective

Provide you with the “Big Picture” of Trading Partner Connect

How it worksHow it will benefit your company

Page 3: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

This course is designed for…

Users that are new to Trading Partner Connect and have a basic understanding of the Internet.

Page 4: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

Trading Partner Connect

Features and Benefits Manual processes TPCx can streamlineProduct DemonstrationBehind the scenes…how does it work?Terminology Review

Page 5: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

This course will NOT cover:

All the Sales and Purchasing featuresSet up Trading Partner Connect Internet NavigationEDI

Page 6: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

TPCx Web-Based Training (WBT)

Refining Your Sales Process with TPCx

Order Processors

Streamline Purchasing Using TPCx

Purchasing Agents

Establishing and Maintaining your Membership in TPCX

TPCx System Admin

Cleaning House with the Dead Stock Feature of TPCx

Employees responsible for eliminating DEAD STOCK

Page 7: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

TPCx is used by…

Sales People Better customer service

BuyersIncrease Service LevelReduce Inventory

Operations/ManagementStreamline cost of doing business

Page 8: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

TPCx is used by…

Sales People Answer customer inquires quickly Source material not stockedEnter requirements/ordersIncrease sales

Page 9: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

TPCx is used by…

BuyersGet Availability from VendorsEasily find material for spot buysProcess POs more efficientlyReduce Dead StockBuy other distributors’ dead inventory at a discount

Page 10: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

TPCx is used by…

Operations/ManagementReduce the cost from the Sales and Purchasing processStreamline EDIOpen new sales channels

Page 11: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

TPCx is used by…Sales People

Answer customers’ Inquires Source material not stockedEnter req. /ordersIncrease sales

BuyersGet P & A from VendorsFind material for spot buysProcesses POs more efficientlyReduce Dead StockBuy inventory at a discount

Page 12: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

Generating a P&A request the “Old-Fashioned way”…

Page 13: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service
Page 14: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

It could take anywhere from45 minutes to a few days to

gather the information needed to fill this order…OUCH!!!

It could take anywhere from45 minutes to a few days to

gather the information needed to fill this order…OUCH!!!

Page 15: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

If you could find a way to gather the same information in

seconds… why wouldn’t you????

If you could find a way to gather the same information in

seconds… why wouldn’t you????

Page 16: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

Generating a P&A request usingProphet 21

Trading Partner Connect…

Page 17: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service
Page 18: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service
Page 19: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

Trading Partner Connect has added the ability to retrieve REAL-TIME pricing and availability from your buddy distributors and manufacturers!

Page 20: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

What is going on “Under the Hood”?

Page 21: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

TPCx Terminology

Trading PartnersOther members of Trading Partner Connect with which you have established relationships with in order to exchange Pricing and Availability

Page 22: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

Trading Partner Connect

YOUR COMPANY

TRADING PARTNER #2

3M Abrasives

CONNECTS TRADING PARTNERS

Other Distributor

Manufacturer

TRADING PARTNER #1

YOU

Other Distributor

Page 23: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

TPCx Terminology

Item RationalizationProcess that translates your item code to the item code of your Trading Partners

Page 24: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

Trading Partner Connect

YOUR COMPANY

TRADING PARTNER #2TRADING PARTNER #1

Acts as a universal communicator between

trading partners

3M

Page 25: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

Trading Partner Connect

YOUR COMPANY

TRADING PARTNER #2TRADING PARTNER #1

Acts as a universal communicator between

trading partners

3M

051144055753M 005575

3M ROLOC DISC 361F AL/OX3M RD 361F

Page 26: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

Check Price & Availability

YOUR COMPANY

Trading Partner Connect

3M ROLOC DISC 361F AL/OX

05114405575

3M RD 361F

TRADING PARTNER #1 TRADING PARTNER #2

3M Abrasives

3M 005575

1) Checks Trading Partners2) Rationalize Item codes3) Send P&A request to trading partners

1) Checks Trading Partners2) Rationalize Item codes3) Send P&A request to trading partners

Page 27: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

Check Price & Availability

Trading Partner Connect

1) Identify request2) Calculate Pricingusing Pricing Tables - Cost + 20%3) Checks Availability

1) Receives request2) Processes request

1) Identify request 2) Calculate Pricingusing Pricing Tables - Cost + 10%3) Checks Availability

YOUR COMPANY

TRADING PARTNER #2

3M Abrasives

051144055753M 005575

TRADING PARTNER #13M RD 361F 3M ROLOC DISC 361F AL/OX

1) Checks Trading Partners2) Rationalize Item codes3) Send P&A request to trading partners

1) Checks Trading Partners2) Rationalize Item codes3) Send P&A request to trading partners

Page 28: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

Check Price & Availability

Trading Partner Connect

1) Identify request2) Calculate Pricingusing Pricing Tables - Cost + 20%3) Checks Availability

1) Receives request2) Processes request

1) Identify request 2) Calculate Pricingusing Pricing Tables - Cost + 10%3) Checks Availability

YOUR COMPANY

TRADING PARTNER #2

3M Abrasives

051144055753M 005575

TRADING PARTNER #13M RD 361F 3M ROLOC DISC 361F AL/OX

1) Checks Trading Partners2) Rationalize Item codes3) Send P&A request to trading partners

1) Checks Trading Partners2) Rationalize Item codes3) Send P&A request to trading partners

B2B Alliance

Page 29: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

Check Price & Availability

Trading Partner Connect

1) Identify request2) Calculate Pricingusing Pricing Tables - Cost + 20%3) Checks Availability

1) Receives request2) Processes request

1) Identify request 2) Calculate Pricingusing Pricing Tables - Cost + 10%3) Checks Availability

YOUR COMPANY

TRADING PARTNER #2

3M Abrasives

051144055753M 005575

TRADING PARTNER #13M RD 361F 3M ROLOC DISC 361F AL/OX

1) Checks Trading Partners2) Rationalize Item codes3) Send P&A request to trading partners

1) Checks Trading Partners2) Rationalize Item codes3) Send P&A request to trading partners

B2B Buyer

Page 30: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

Trading Partner Connect

Displayed in CommerceCenter3M 15 availTP #1 15 avail $10.85TP #2 15 avail $11.85

3M 005575YOUR COMPANY

TRADING PARTNER #2

3M Abrasives

05114405575

1) Rationalize item codes2) Return info to originator

Returns Price & Availability15 Available ( $ 10.85 )

Returns Price & Availability15 Available ( $ 11.85)

Stock Availability Returned15 Available

3M RD 361F 3M ROLOC DISC 361F AL/OXTRADING PARTNER #1

Page 31: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

Let’s place an order usingTrading Partner Connect!

Page 32: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

Trading Partner Connect

3M 005575YOUR COMPANY

TRADING PARTNER #1

1) Rationalize item code2) Forwards Purchase Order to TP #11) Rationalize item code2) Forwards Purchase Order to TP #1

You receive material and process your customer order

You receive material and process your customer order

Material Shipped to YOU

PO electronically received via EDI

Page 33: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

Trading Partner Connect

YOUR COMPANY

TRADING PARTNER #1

1) Rationalize item code2) Forwards Purchase Order to TP #11) Rationalize item code2) Forwards Purchase Order to TP #1

You receive material and process your customer order

You receive material and process your customer order

Material Shipped to YOU

PO electronically received via EDI

Page 34: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

Once you have received the material, your trading partner

can bill you throughTrading Partner Connect!

Page 35: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

Trading Partner Connect

YOUR COMPANY

Invoice received via EDI as a payable

TRADING PARTNER #1

Invoice Generated for material that was shipped to you

Processed and delivered to Originator

Page 36: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

Review of the Order Process using

Trading Partner Connect

Page 37: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

TRADING PARTNER

6. PO is received electronically

7. Customer Order is generated for Originator

Review of the Order Process

Trading Partner Connect

ORIGINATOR OF PO1. Customer Order Entered

2. Cut Purchase Order

3. PO sent to Trading Partner Connect

4. Purchase Order Received from Originator

5. Processed and Delivered to Trading Partner

8. Material is shipped to Originator

Page 38: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

TRADING PARTNER

6. PO is received electronically

7. Customer Order is generated for Originator

Review of the Order Process

Trading Partner Connect

ORIGINATOR OF PO

4. Purchase Order Received from Originator

5. Processed and Delivered to Trading Partner

9. Material is received and customer order is completed

8. Material is shipped to Originator

Page 39: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

Trading Partner Connect

B2B MarketplaceB2B AllianceB2B BuyerB2B SellerB2B Gateway

Page 40: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

B2B Marketplace

Page 41: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

Distributor

Distributor

Customers3M

YOUR COMPANY

• Check P&A Vendor

• Spot Buys

• EDI POs

B2B Buyer

Page 42: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

3M

B2B BuyerDistributor

Distributor

CustomersYOUR COMPANY

B2B Alliance• P&A Inquiries

• Spot Buys

• Dead Stock

Page 43: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

B2B BuyerDistributor

Distributor

Customers3M

B2B Alliance B2B Seller• Provide P&A

• Take Orders

YOUR COMPANY

Page 44: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

B2B Gateway

Interconnectivity to the world’s leading customer-focused

procurement platforms and trading communities

Page 45: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

Benefits

• Increase customer satisfaction• Fulfill orders faster and more efficiently• Provide efficient information

• Reduces inventory costs for YOU• Use inventory from trading partners to fulfill

customer orders

Page 46: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

Benefits

• Reduce customer service costs• Less time gathering information

Time is money!• Less expensive communication

faxing e-mailing phone calls

• Reduce dead stock• Sell dead stock to other members of Trading

Partner Connect

Page 47: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service
Page 48: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

TPCx Web-Based Training (WBT)

Refining Your Sales Process with TPCx

Order Processors

Streamline Purchasing Using TPCx

Purchasing Agents

Establishing and Maintaining your Membership in TPCX

TPCx System Admin

Cleaning House with the Dead Stock Feature of TPCx

Employees responsible for eliminating DEAD STOCK

Page 49: OverView of TPCx - EpicorCleaning House with the Dead Stock Feature of TPCx Employees responsible for eliminating DEAD STOCK TPCx is used by… ySales People yBetter customer service

For More Information…

Contact your Trading Partner ConnectImplementation ConsultantAccount Manager