what is edi? implementation plans invoices step 1: edi ...web1.hthackney.com/images/edi tri-fold...
TRANSCRIPT
EDI refers to the electronic exchange of business information between two companies using a specific and structured format. The concept has been around since the 1970’s and has traditionally been used to automate buyer-seller transactions such as invoices and purchase orders. As more processes within a company become automated, EDI has expanded to areas such as inventory management and price books. • Centralized Price Book Control • Inventory Control • Vendor Management • Maximize Your Margins • Automatic Price and Retail Updates • POS Updates with the push of a button • Automated Addition of New Items
What is EDI?
The H.T. Hackney team wants to make it easy for you to begin using your back office solution to manage your inventory. To aid in this process, we are including these easy-to-follow implementation plans. PRICE BOOK STEP 1: Select a back office provider STEP 2: Select items that you want in your electronic price book • This process could take a couple of weeks • Work with your H.T. Hackney Sales Associate STEP 3: Review category (department) list • The smaller the list, the easier it will be to manage. • We can provide custom departmental break downs • Work with your H.T. Hackney Sales Associate STEP 4: Define cost and retail zones and define schedule • The fewer zones the better! • Create logical cost and retail groupings (not 1 per store) • Work with the H.T. Hackney EDI Support Team STEP 5: H.T. Hackney will send you a sample electronic price book • You will receive this via e-mail • Load into a test company and confirm results • Work with the H.T. Hackney EDI Support Team STEP 6: Provide sample price book feedback • Work with the H.T. Hackney EDI Support Team STEP 7: Process initial price book • Contact the H.T. Hackney EDI Support Team to receive your intial price book • Receive complete price book via e-mail • Load into your live system
Benefits of Electronic Price Books and Invoices
Implementation Plans
INVOICESSTEP 1: Select a back office provider • Does this provider support electronic price books? • We prefer to send electronic invoices one month after sending the initial price bookSTEP 2: Review category (department) list • The smaller the list, the easier it will be to manage • We can provide custom departmental break downs • Work with your H.T. Hackney Sales AssociateSTEP 3: Review Invoice options with the H.T. Hackney EDI Support Team • Do you want each store to receive their own electronic invoices? • When do you want to begin receiving daily electronic invoices?STEP 4: H.T. Hackney will send you a group of sample electronic invoices • You will receive this via e-mail • Load into test company and confirm expected results • Work with the H.T. Hackney EDI Support TeamSTEP 5: Provide sample invoice feedback • Work with the H.T. Hackney EDI Support Team
If you have any questions, please contact theappropriate H.T. Hackney associate; • All questions about receiving or posting data should be directed to Frances Simerly or Rita Dulin. • All other questions should be directed to your H.T. Hackney Sales Associate
Questions?
We can provide electronic price book and invoice support for most Convenience Store Back Office software packages.
CONTACT INFORMATION We want to hear from you! For technical questions related to EDI, please contact:
E-Mail: the edi support team at [email protected]
Phone: 800-406-1291During Business Hours: Ask for Frances Simerly or Rita Dulin, or request an EDI Support Team MemberAfter Hours: Press “2” for the Data Center
Revision date: 02/11
The H.T. HackneyEDI SUPPORT TEAM
H.T. HACKNEY
EDI SUPPORT INFORMATION GUIDE
Back Office Providers Supported:
ADD-South(800) 257-5113www.addsouth.com
AMCON Software(888) 565-7223
Aztech Software Inc.(800) 779-8324www.aztechsoftware.com
Bizware Software Solutions (Envoy)(800) 266-1806www.datamaxgroup.com
CMi Solutions (Change Mgmt.)(800) 211-5980www.cmisolutions.com
CSA(Convenient Store Automation)
CSS (Compatible Software System)(205) 655-2111
CSTOREOFFICE(888) 306-0640www.cstoreoffice.com
DM2 Software, Inc.www.DM2.com(800) 866-5151
Data Makers, Inc.www.datamakers.com(920) 788-4225
ECRS(800) 211-1172
Factor(800) 654-3678www.factor.com
Firestream Worldwide (888) 324-9009www.firestreamww.com
The General Store(800) [email protected]
(If your Back Office Provider is not listed, please contact theH.T. Hackney EDI Support Center Team.)
The Pinnacle Corporation (800) 753-6722www.pinncorp.com
Professional DataSolutions Inc. (PDI) (254) 771-7100www.profdata.com
Quick Books POS(Hackney Standard Format)
Red River Software (800) 397-0780www.RedRiverSoftware.com
Ruby
SSCS, Inc.(800) 972-7727www.sscsinc.com
The Scan Group(888) 304-4870
Scanning Solutions(800) 940-SCANwww.scanningsolutions.com
Scan Plus(800) 378-3424www.scanplusinc.com
Store Master
Success Systems(800) 653-3345www.success-systems.com
SysCorp(205) 853-0004www.sys-corp.com
Summit Software(800) 433-5724www.summit-soft.com
The Software Works! (Storeworks)(800) 266-1806www.datamaxgroup.com
TRUE EDI and NAXML
We are members of PCATS and NACS!
H.T. HACKNEY