EDI FOR QUICKBOOKS "YOUR ONLINE - B2BGateway
“YOUR GLOBALEDI NETWORK”EDI FORQUICKBOOKSONLINEB2BGATEWAYJUNE 10, 2015NORTH AMERICA // 1 (401) 491-9595EUROPE // 353 (0) 61 708533AUSTRALIA // 61 2 8003 7584
1.2.3.4.5.6.7.8.9.10.11.12.13.14.What is EDI?What is the ‘Omni-Channel’Omni-Channel EDI solutionsWhere does EDI fit into the marketplace?Third Party Logistics (3PL) EDIOnline Retailers and CommerceHub EDIeCommerce Platform EDIB2BGateway EDI and QuickBooks OnlinePricingCustomer ServiceB2BGateway Fact Sheet & Trading PartnersTop 5 Advantages of EDIQuestions & AnswersB2BGateway Contact Information.TODAY’S AGENDA & PRESENTERS.B2BGATEWAY EDI FOR QUICKBOOKS ONLINEPRESENTED BY: B2BGATEWAYJon BellemoreSMB Sales Executive
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 documents such asPurchase Orders, Invoices, Advance Shipping Notices (ASNs), and many more from onecomputer system to another, i.e. from one trading partner to another trading partner.RETAILEREDI USERRETAILERB2BGATEWAY EDI FOR QUICKBOOKS ONLINEPRESENTED BY: B2BGATEWAY
BUT IT CAN BE VERY COMPLEX 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.AS2 2 Software X-12 Ver. 5010EncryptionSoftwareConsultantSoftware CertificationAnnual LicensingFees.Mailbox Setup Mailbox Fees X-12 ialX-12 Ver. ateX-12 EWAY EDI FOR QUICKBOOKS ONLINEPRESENTED BY: B2BGATEWAYConsultantFeesConsultantFeesEDI USER
B2BGATEWAY MAKES IT EASY .AS2.VANFTPAS2 ServerVanSoftwareFTPFTPSServerSoftwareSoftware CertificationConsultantAS2 Software X-12 Ver. 5010Encryption Annual LicensingFeesSoftwareMailbox Setup Mailbox Fees X-12 Ver.MappingConsultantModem4040ToolsPhoneConsultant FeesFTPX-12 Ver. MappingSoftwareEncryptionSoftwareX-12Ver. ToolsMapping icateTools3040FeesEDI USERFTPSB2BGATEWAY EDI FOR QUICKBOOKS ONLINEPRESENTED BY: B2BGATEWAY
WHAT IS THE OMNI-CHANNEL?.Retailers are meeting the new customerdemands by deploying specialized supplychain strategies and software solutions.Today’s suppliers must be able to supportthe Omni-Channel retailers new demandsor face the possibility of extinction over thecoming years.B2BGATEWAY EDI FOR QUICKBOOKS ONLINEPRESENTED BY: B2BGATEWAY.The ‘Omni-Channel’ is the evolution of‘multi-channelretailing’,butisconcentrated more on a seamlessapproach to the consumer experiencethrough all available shopping channels;for example: Mobile internet devices Computers Bricks-and-mortar Television Radio Direct mail Sales catalogs, etc.
WHAT IS THE OMNI-CHANNEL?.ONLINE MARKETPLACESThe major challenge for today’s suppliers, in order to meet the retailers' new Omni-Channelneeds, is to get their goods and services to the correct channel as quickly and as accurately aspossible and, needless to say, in the most cost effective manner.CLIENT ERP / WMS / OMS USINGB2BGATEWAY EDI SERVICES.850DROP SHIPPURCHASE ORDER846850810855940945ECOMMERCE SITESDROP SHIPSUPPLIERWAREHOUSE /3PL850846856810850B2BGATEWAY EDI FOR QUICKBOOKS ONLINEPRESENTED BY: B2BGATEWAYBOX STOREORDERS ANDSHIPMENTSREACHINGYOURCUSTOMERS!
Fully integrated EDI solutions deliver fullend to end seamless connectivitybetween the supplier and all parties inthe supply chain From box store retailers (Wal-Mart,Target, CVS, etc.) To online retailers (Amazon,Buy.com, Wayfair, etc.) To manufacturers, third partylogistics providers (3PL) and even online shopping carts(which may be powered by onlineplatform providers such as 3dcart,Volusion, Magento, Shopify, etc.). Using EDI allows all business documentationneeded such as Purchase Orders (EDI 850) Invoices (EDI 810) Inventory Updates (EDI 846) Warehouse Shipping Orders (EDI 940) Advanced Shipping Notices (EDI 856) and so forth to be exchangedseamlessly and without error.B2BGATEWAY EDI FOR QUICKBOOKS ONLINEPRESENTED BY: B2BGATEWAY.HOW DOES EDI HELP THE OMNI-CHANNEL?
HOW DOES EDI HELP THE OMNI-CHANNEL? The supplier benefits greatly from increased speed increased accuracy greater visibility reduced labor costs. As EDI introduces full automation there is: No need for the supply chain partners to re-key data. While the Omni-Channel retailer is assured that they will get the right product to the right customer in the right time frame and within agreed costsB2BGATEWAY EDI FOR QUICKBOOKS ONLINEPRESENTED BY: B2BGATEWAY
WHERE DOES EDI FIT INTO THE MARKETPLACE?X12Format(ONLINE RETAILER)(FACTORY)846855.846850850810852846(BOX STORERETAILER)810852850 – Outgoing PO / Incoming SO852 – Product Activity Data846 – Inventory Inquiry855 – P.O. Acknowledgement856 – Advanced Ship Notice846860 – Purchase Order Change940 – Warehouse Ship Order945 – Warehouse Ship Advice(SHOPPING CART)(THIRD PARTY LOGISTICS)B2BGATEWAY EDI FOR QUICKBOOKS ONLINEPRESENTED BY: B2BGATEWAY.810 – Invoice846
In this simplified scenario, there are only two steps:1. An EDI 940 (Warehouse Ship Order) is sent from the client to theirtrading partner and 3PL.2.The 3PL returns an EDI 945 (Warehouse Ship Advice) to let theclient know the goods have been shipped. This lets the clientfulfill the sales order in their NetSuite.B2BGATEWAY EDI FOR QUICKBOOKS ONLINEPRESENTED BY: B2BGATEWAY940 - WSO(THIRD PARTY LOGISTICS).945 - WSA.945 - WSAThe term “3PL” indicates that your client uses a 3rd party forwarehousing and shipping needs. The following EDI documents arecommon: 940 – Warehouse Shipping Order 945 – Warehouse Shipping Advice 856 – Advance Ship Notice (ASN) UCC / GS1-128 Barcode Labels940 - WSOTHIRD PARTY LOGISTICS – 3PL EDI
The following EDI transaction sets are popular with onlineretailers such as Amazon, Wayfair, Zappos and others: 850 – Purchase Order 810 – Invoice 846 – Inventory Inquiry Advice Drop Shipping to Warehouses.B2BGATEWAY EDI FOR QUICKBOOKS ONLINEPRESENTED BY: B2BGATEWAY.ONLINE RETAILERS
ONLINE RETAILERS & COMMERCEHUB.Most “Box Store Retailers” who also have online (.com) stores will use the CommerceHubplatform to transmit EDI documents. In this case, B2BGateway would communicate withCommerceHub first .850 – Purchase Order [ Imported as Sales Order in NetSuite ]846 – Inventory Advice [ Outbound reflecting inventory levels ]810 – Invoice [ Outbound to your Trading Partner ]B2BGATEWAY EDI FOR QUICKBOOKS ONLINEPRESENTED BY: B2BGATEWAY
846 - INVMany NetSuite clients use B2BGateway to connect with theireCommerce platforms to pull orders (EDI 850) and send Inventoryupdates (EDI 846)(ECOMMERCE PLATFORM)B2BGATEWAY EDI FOR QUICKBOOKS ONLINEPRESENTED BY: B2BGATEWAY.850 - PO.850 - POThe following items are often required when trading with populareCommerce sites: 850 – Purchase Order 810 – Invoice 846 – Inventory Advice / Inquiry846 - INVECOMMERCE PLATFORMS
B2BGATEWAY AND QUICKBOOKS ONLINE Sign into your QuickBooks OnlineAccount. Search for B2BGateway APP andauthorize the connection Available at Apps.comB2BGATEWAY EDI FOR QUICKBOOKS ONLINEPRESENTED BY: B2BGATEWAY.It’s easy to start using B2BGateway’s fullyintegrated EDI solution for QuickBooksOnline
B2BGATEWAY AND QUICKBOOKS ONLINE.Once authorized, you’ll bepushed to this screen sayingthe connection wasestablished correctly! Connect directly withB2BGateway EDI directlythrough your IntuitQuickBooks OnlineAccount.B2BGATEWAY EDI FOR QUICKBOOKS ONLINEPRESENTED BY: B2BGATEWAY
B2BGATEWAY AND QUICKBOOKS ONLINE Only setup and workwith your EDI enabledpartners.It’s easy to setup newpartners for B2BGateway’sApp to work with.Delete or add partnersas needed easily.B2BGATEWAY EDI FOR QUICKBOOKS ONLINEPRESENTED BY: B2BGATEWAY
B2BGATEWAY AND QUICKBOOKS ONLINE Use B2BGateway’sAutomatic Scheduler tosend EDI documentsfrom your IntuitQuickBooks OnlineAccount.Automated EDI? Yes please!.B2BGATEWAY EDI FOR QUICKBOOKS ONLINEPRESENTED BY: B2BGATEWAY
B2BGATEWAY AND QUICKBOOKS ONLINE Click the Import andExport history tabs toview a full history of allEDI transactions.Need a history? No problem.Click the date or export /import type for moreinformation about thetransaction.B2BGATEWAY EDI FOR QUICKBOOKS ONLINEPRESENTED BY: B2BGATEWAY
QUICKBOOKS ONLINE PRICING MODELSONE TIME SETUP FEES1. Organizational Setup Fee2. Trading Partner Setup FeeRECURRING MONTHLY FEES1. Documents #000 – 0252. Documents #026 – 1003. Documents #101 – 2004. Documents #201 – 3005. Documents #301 – 4006. Documents #401 – 500SKU Based Pricing 300 300 099 129 169 209 249 Call.ONE TIME SETUP FEES1. Organizational Setup Fee2. Trading Partner Setup Fee 300 300RECURRING MONTHLY FEES1. Basic Service Fee 0892. Transactional Fees (per SKU) 0.063. Communication Fees? (per KB) 0.16B2BGATEWAY EDI FOR QUICKBOOKS ONLINEPRESENTED BY: B2BGATEWAY.Bundled Pricing
CUSTOMER SERVICEAvailable Support Setup phase dedicated project manager Rapid Response Team available for whenissues need immediate attention. Support is available 24/7 all year longand in your time zone. These support features areincluded in the monthly feeat no extra cost.These new teams have been established atB2BGateway in order to reduce response timesand decrease relationship setup times. The newRapid Response Team, known as RRT, hasbrought the average response time down to2:46 (two hours and forty six minutes) and thenew setup team has decreased setup times by45%.B2BGATEWAY EDI FOR QUICKBOOKS ONLINEPRESENTED BY: B2BGATEWAY.B2BGateway has been providing excellentcustomer service to all of our clients, includingBrightpearl 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.
B2BGateway has been doing EDI since 1999,offering EDI and supply chain integrationsolutions to thousands of clients across theglobe. Here are some other interesting factsabout our EDI experience: GS1 Accredited EDI Solution Provider QuickBooks Gold Developer since 2003 B2BGateway processes over 30-billiondollars in client / TP transactions eachmonth. Thousands of client / TP partnerrelationships worldwide and can handleALL international standards that may berequired X12, EDIFACT, Tradacom,PEPPOL, etc.B2BGATEWAY EDI FOR QUICKBOOKS ONLINEPRESENTED BY: B2BGATEWAY.B2BGATEWAY FACT SHEET
TRADING PARTNERS.B2BGateway.Net currently supports over 25,000 EDI relationships and presently works withhundreds of trading partners. See our full list of Trading Partners across all verticals atwww.b2bgateway.net/tradingpartners.asp - New trading partner relationships are added daily.B2BGATEWAY EDI FOR QUICKBOOKS ONLINEPRESENTED BY: B2BGATEWAY
TOP 5 ADVANTAGES OF EDIGreater Accuracyby removingneed to re-keydata.Integration withsupply chain toolssuch as ERP, WMS,3PLFaster Paymentfrom your TradingPartnersGreater Speedthrough electroniccommunicationEnvironmentallyFriendly - reducereliance on paper1.2.3.4.5.Removes the need to re-key dataProvides greater speed and efficiencyShortens the ‘order to payment’ cycleIs fully-integrated and easy to useIs environmentally friendlyDon’t forget to check us out online at Intuit’snewly created Apps.com page – search forB2BGateway to view demonstration videos andreceive other important information. We’re alwaysavailable at 401-491-9595 x5.B2BGATEWAY EDI FOR QUICKBOOKS ONLINEPRESENTED BY: B2BGATEWAY.B2BGateway offers cloud-based, fully-integratedEDI and automated supply chain solutions to allQuickBooks users. Our solutions
.Questions Anyone?B2BGATEWAY EDI FOR QUICKBOOKS ONLINEPRESENTED BY: B2BGATEWAY
THANK YOU FOR WATCHINGCall USA: 1 401 491 9595 (USA)Call Europe:Web:Email: 353 61 708533 (EU)www.B2BGateway.NetSales@B2BGateway.Net
1. What is EDI? 2. What is the 'Omni-hannel' 3. Omni-Channel EDI solutions 4. Where does EDI fit into the marketplace? 5. Third Party Logistics (3PL) EDI 6. Online Retailers and CommerceHub EDI 7. eCommerce Platform EDI 8. B2BGateway EDI and QuickBooks Online 9. Pricing 10. Customer Service 11. B2BGateway Fact Sheet & Trading Partners 12 .
4010 EDI documents (note EDIFACT transaction sets will be required by Amazon EU divisions): EDI 753 - Request for Routing Instructions EDI 855 - PO Acknowledgement EDI 754 - Routing Instructions EDI 856 –Advance Ship Notice EDI 810 - Invoice EDI 860 –PO Change Request EDI 846 - Inventory Advice/Update EDI 865 –PO Change Seller
Topics Step by Step Workflows 1. Product Overview Benefits of using QuickBooks Online Know the features of your QuickBooks Online subscription 2. Importing Data Export QuickBooks Desktop data to QuickBooks Online Become familiar with importing lists into QuickBooks Online 3. Setting Up Your Company Explore how to add users to QuickBooks Online
QuickBooks account, either QuickBooks Online or QuickBooks Desktop version. If you do not have an existing QuickBooks account, please visit the Intuit QuickBooks website to create an account. Note: Intuit QuickBooks Online is a monthly, fee-based subscription service, which is in addition to the Sync for QuickBooks service offered by Authorize.Net.
collection of EDI data is received in a batch. The batch of EDI data includes a plurality of EDI documents and each of the plurality of EDI documents has at least one EDI transaction corresponding to a transaction type. The EDI transactions included in the EDI documents are identified by decoding the received EDI data according to EDI standards.
QuickBooks Enterprise Solutions QuickBooks Premier (2002 or later) QuickBooks Pro (2002 or later) QuickBooks Simple Start (2006 or later) Canadian editions of QuickBooks Pro, Premier, or Enterprise (2003 or later) UK editions of QuickBooks Pro or Accountant Edition (2003 or later) Please note: QuickBooks Web Connector 2.1.0.30 and older .
Version 2.1.0.30 U.S. editions of QuickBooks Financial Software products QuickBooks Enterprise Solutions QuickBooks Premier (2002 or later) QuickBooks Pro (2002 or later) QuickBooks Simple Start (2006 or later) QuickBooks Point of Sale (v.4.0 or later) Canadian editions of QuickBooks (2003 or later)
4010 EDI documents (note EDIFACT transaction sets will be required by Amazon EU divisions): EDI 753 - Request for Routing Instructions EDI 855 - PO Acknowledgement EDI 754 - Routing Instructions EDI 856 – Advance Ship Notice EDI 810 - Invoice EDI 860 – PO Change Request
American Gear Manufacturers Association AGMA is a voluntary association of companies, consultants and academicians with a direct interest in the design, manufacture, and application of gears and flexible couplings. AGMA was founded in 1916 by nine companies in response to the market demand for standardized gear products; it remains a member- and market-driven organization to this day. AGMA .
