EDI for Xero in APAC region - B2BGateway EDI
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Transcript of EDI for Xero in APAC region - B2BGateway EDI
NORTH AMERICA // +1 (401) 491-9595EUROPE // +353 (0) 61 708533
AUSTRALIA // +61 2 8003 7584
B2BGATEWAY‘S EDI FOR XERO
B2BGATEWAY
October 25, 2016
“YOUR GLOBALEDI NETWORK”
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B2BGATEWAY‘S EDI FOR XEROPRESENTED BY: B2BGATEWAY
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TODAY’S AGENDA & PRESENTERS
1. What Is EDI?2. About B2BGateway3. Where Does EDI Fit Into The Marketplace4. Third Party Logistics (3PL) EDI5. GS1-128 Labels6. Online Retailers 7. eCommerce Platform EDI8. Omni-Channel9. Popular Market Verticals10. Global EDI Standards11. Integration With Xero12. Transaction and Exception Reports13. Popular Global EDI Standards14. Customer Service15. Top 5 Advantages of EDI16. How Much Does It Cost?17. B2BGateway Contact Information
Dante Dell’AgneseAU Sales Director
B2BGATEWAY
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B2BGATEWAY‘S EDI FOR XEROPRESENTED BY: B2BGATEWAY
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ABOUT B2BGATEWAY
B2BGateway has been doing EDI since 1999, offering EDI and supply chain integrationsolutions to thousands of clients and trading partners across the globe since 1999.
1999 $30-biliion
invoices processed per
month
25,000+ trading partner
relationships
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B2BGATEWAY‘S EDI FOR XEROPRESENTED BY: B2BGATEWAY
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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.
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B2BGATEWAY‘S EDI FOR XEROPRESENTED BY: B2BGATEWAY
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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
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B2BGATEWAY‘S EDI FOR XEROPRESENTED BY: B2BGATEWAY
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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 Xero Protocols
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B2BGATEWAY‘S EDI FOR XEROPRESENTED BY: B2BGATEWAY
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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.
VAN
AS2
FTP
FTPS
AS2 Server
AS2 Software
X-12 Ver. 5010
Encryption Software
Annual Licensing
Software Certification
ConsultantFees
ConsultantFees
ConsultantFees
ConsultantFees
Modem Phone
VanSoftware
Mailbox Setup
Mailbox Fees
X-12 Ver.4040
Mapping Tools
FTPServer
FTPSoftware
SoftwareCredential
X-12 Ver.4010
Mapping Tools
FTPSSoftware
EncryptionSoftware
SoftwareCertificate
X-12 Ver.3040
Mapping Tools
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B2BGATEWAY‘S EDI FOR XEROPRESENTED BY: B2BGATEWAY
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B2BGATEWAY MAKES IT EASY…
VAN
AS2
FTP
FTPS
AS2 Server AS2
Software X-12 Ver. 5010 Encryption
Software Annual Licensing Software
CertificationConsultant
Fees
ConsultantFees
ConsultantFees
Modem Phone
VanSoftware
Mailbox Setup
Mailbox Fees
X-12 Ver.4040
Mapping Tools
FTPServer
FTPSoftware
SoftwareCredential
X-12 Ver.4010
Mapping Tools
FTPSSoftware
EncryptionSoftware
SoftwareCertificate
X-12 Ver.3040
Mapping Tools
ConsultantFees
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B2BGATEWAY‘S EDI FOR XEROPRESENTED BY: B2BGATEWAY
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WHERE DOES EDI FIT INTO THE MARKETPLACE?
EDIFACTFormat
(BOX STORE RETAILER)
(SHOPPING CART)
(ONLINE RETAILER)
(FACTORY)
ORDERS
INVOIC
OR
DC
HG
ORDERS
INVOIC
(THIRD PARTY LOGISTICS)
INVOIC – Invoice
DESADV – Advanced Ship Notice
ORDERS – Outgoing PO / Incoming SO
ORDRSP – P.O. Acknowledgement
ORDCHG – Purchase Order Change
INSDES – Warehouse Ship Order
DESADV – Warehouse Ship Advice
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B2BGATEWAY‘S EDI FOR XEROPRESENTED BY: B2BGATEWAY
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(THIRD PARTY LOGISTICS)
DES
AD
VD
ESA
DV
INSD
ESIN
SDES
THIRD PARTY LOGISTICS – 3PL EDI
The term “3PL” indicates that your client uses a 3rd party forwarehousing and shipping needs. The following EDI documents arecommon:
• INSDES – Warehouse Shipping Order• DESADV – Warehouse Shipping Advice• DESADV – Advance Ship Notice (ASN)• UCC / GS1-128 Barcode Labels
In this simplified scenario, there are only two steps:1. An INSDES (Warehouse Ship Order) is sent from the client to their
trading partner and 3PL.
2. The 3PL returns an DESADV (Warehouse Ship Advice) to let theclient know the goods have been shipped. This lets the clientfulfill the sales order in their Xero.
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B2BGATEWAY‘S EDI FOR XEROPRESENTED BY: B2BGATEWAY
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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.
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B2BGATEWAY‘S EDI FOR XEROPRESENTED BY: B2BGATEWAY
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ONLINE RETAILERS
The following EDI transaction sets are popular with onlineretailers such as Amazon, Deals.com.au, Kogan and others:
• ORDERS – Purchase Order• INVOIC – Invoice• INVRPT – Inventory Inquiry Advice• Drop Shipping to Warehouses
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B2BGATEWAY‘S EDI FOR XEROPRESENTED BY: B2BGATEWAY
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(ECOMMERCE PLATFORM)
OR
DER
SO
RD
ERS
INV
RP
T
ECOMMERCE PLATFORMS
The following items are often required when trading with populareCommerce sites:
• ORDERS – Purchase Order• INVRPT – Inventory Advice / Inquiry
Many Xero clients use B2BGateway to connect with theireCommerce platforms to pull orders and send Inventory updatesto the shopping cart.
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B2BGATEWAY‘S EDI FOR XEROPRESENTED BY: B2BGATEWAY
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WHERE DOES EDI FIT INTO THE MARKETPLACE
If you trade in any of the following Market Verticals – You WILL Need EDI:
SUPPLY BOX STORE RETAILERS
ORDER FROM A MANUFACTURER
SUPPLY GOVERNMENT / FINANCE SECTOR
SELL THROUGH ONLINE MARKETPLACE
SELL DIRECT ONLINE
USE THIRD PARTY LOGISTICS (3PL)
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B2BGATEWAY‘S EDI FOR XEROPRESENTED BY: B2BGATEWAY
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POPULAR GLOBAL 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 Australia and Europe.
• 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
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B2BGATEWAY‘S EDI FOR XEROPRESENTED BY: B2BGATEWAY
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POPULAR GLOBAL EDI STANDARDS
ANSI X12 – 850 (PURCHASE ORDER)
ISA*00* *00* *08*925485US00 *08*472103RI *141106*1211*:*00501*850011160*0*P*>GS*PO*925485US00*472103RI*20141106*1211*850011160*X*005010ST*850*0001BEG*00*SA*0453517993**20141106CUR*BY*USDREF*DP*00003REF*MR*0003REF*PD*JANFEAWK51REF*IA*472103030FOB*CC*OR*CHICAGO IL ILITD*05*15*****65DTM*038*20150123DTM*037*20150121DTM*063*20150128PID*S*08*VI*FLTD5*O****RETAIL LINK/ BBN9*L1*SPECIAL INSTRUCTIONSMTX**NO PRETICKETMTX**==============================IF MULTIPLE DESTINATIONS HAVEMTX**THE SAME SHIP DATE, PLEASE SHIP TO FURTHEST DESTINATIONMTX**FIRST AND CLOSEST DESTINATIONSLAST.MTX**CALL FOR DELIVERY APPOINTMENT 48 HOURS IN ADVANCE.MTX**==============================SUPPLIER WILL SHIP ALLMTX**MERCHANDISE IN ACCORDANCE WITHTHE CURRENT SHIPPING AND
EDIFACT – ORDERS (PURCHASE ORDER)
UNB+UNOA:3+5000119000006:14+5088942150030:14+110513:0510+360949++ORDERSUNH+1+ORDERS:D:96A:UN:EAN008BGM+220+LM73553272001 T+9DTM+137:20110513:102DTM+64:20110515:102NAD+DP+5000119007353::9++BALLYMUN PBLLOC+7+5000119007353::9NAD+SE+5088942150030::9++OLD IRISH CREAMERY CHEDDARNAD+BY+5000119000006::9++TESCO STORES LTDLIN+1++05391517715644:ENPIA+1+9629668:IN:92IMD+F++TU:::OAK SMOKED CHED 200GQTY+21:82.000QTY+59:12.000LIN+2++05391517715651:ENPIA+1+9629743:IN:92IMD+F++TU:::CHEDDAR WITH CHILLI 200GQTY+21:81.000QTY+59:12.000LIN+3++05391517715736:ENPIA+1+9629766:IN:92IMD+F++TU:::CHEDDAR WITH CRANBERRIESQTY+21:81.000QTY+59:12.000
TRADACOMS – ORDHDR (PURCHASE ORDER)
STX=ANAA:1+5000167000003:UK LTD+5088942150038:SUPPLIER PLC+120208:170512+ZZ0014 +ORDHDR+BMHD=1+ORDHDR:9TYP=0430+NEW-ORDERSSDT=5088942150038:987654+SUPPLIER PLC+THE FACTORY:ANYSTREET:ANYTOWN:ANYSHIRE:AN1 9ZZCDT=5000167000003+BOOTS UK LTD+BEAUTY & P.CARE:1 THANE RD:NOTTINGHAM NG90 1BSFIL=5+1+940601MTR=6MHD=2+ORDERS:9CLO=5000167100301:D82ORD=Q8521073::940601++NOLD=1+5012345000015+5012345100012+:1364537+12+100+54000+++TOOTHBRUSH FIRMOLD=2+5012345000022+5012345100029+:1364541+12+100+54000+++TOOTHBRUSH MEDOTR=2MTR=7MHD=3+ORDERS:9CLO=5000167100301:D82ORD=Q8521086::940601++NOLD=1+5012345000046+5012345100043+:1364595+12+50+54000+++TOOTHBRUSH SOFTOTR=1MTR=6MHD=4+ORDTLR:9OFT=2MTR=3MHD=5+ORDHDR:9
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B2BGATEWAY‘S EDI FOR XEROPRESENTED BY: B2BGATEWAY
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HOW CAN B2BGATEWAY HELP YOUR EDI REQUIREMENTS?
‘Integration between our distributors and ouraccounting and warehousing functions use to be a bigpaperwork nightmare that took many staff hours toreconcile. Now, with B2BGateway, it's there, at ourfingertips, fully accountable and in the cloud. Employeesin Sydney, San Francisco, London and Toronto are nowall on the same page, and our staff requirements havebeen reduced by nearly 20%. How good is that?’
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B2BGATEWAY‘S EDI FOR XEROPRESENTED BY: B2BGATEWAY
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B2BGATEWAY FULLY INTEGRATES WITH XERO
Key Features:
• Full cloud based integration to Xero• Eliminating the need to re-key data
drastically reduces errors and speeds upthe ‘order to payment’ cash cycle
• Can handle all international EDI filestandards including X12, EDIFACT, Eancom,Tradacoms, PEPPOL, oioUBL, etc
• Can handle all communication protocolsrequired VAN, AS2, FTP, sFTP, etc
• Meets all trading partner requirements andregulations
• GS1 Accredited EDI solution• GS1-128 Label and Packing Slip capabilities
B2BGateway’s cloud based EDI solutions fullyintegrate with Xero, so there is no need tore-key data when processing PurchaseOrders and Invoices!
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B2BGATEWAY‘S EDI FOR XEROPRESENTED BY: B2BGATEWAY
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MANAGE YOUR EDI ACCOUNT WITH B2BGATEWAY CLIENT PORTAL
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B2BGATEWAY‘S EDI FOR XEROPRESENTED BY: B2BGATEWAY
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CLIENT PORTAL FEATURES
In the Client Portal clients can view and manage their EDI relationships. Features include:
Business Intelligence such as Most Active Trading Partners, Documents Processed Per Day,Trading Partner Relationships Progress.
View and update company information. Contact support. View Trading Partners Status and add new Trading Partners. Reprocess EDI documents. Login to Cross Reference and WSS. View reports such as Transaction, Exception and/or Custom Reports.
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B2BGATEWAY‘S EDI FOR XEROPRESENTED BY: B2BGATEWAY
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CLIENT PORTAL REPORTING - TRANSACTION REPORTS
Each B2BGateway client gets access to their unique B2BGateway Client Portal. Under thereports 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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B2BGATEWAY‘S EDI FOR XEROPRESENTED BY: B2BGATEWAY
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CLIENT PORTAL REPORTING - EXCEPTION REPORTS
If a client sees an Open Exception in the Transaction Report, they should open up theException Reports Section on their Client Portal. Here they will see files that have beenrejected by the trading partner and a reason as to why the were rejected. The client can thenfix these errors and re-send or contact B2BGateway support for help.
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B2BGATEWAY‘S EDI FOR XEROPRESENTED BY: B2BGATEWAY
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CLIENT PORTAL REPORTING – FUNCTIONAL ACKNOWLEDGEMENT
A 997 is also known as aFunctionalAcknowledgement (FA).It lets the client know ifthe trading partner hasreceived and acceptedthe file. Receipt of a 997does not necessarilymean that the filecontains no errors.
Open Exception
Closed Exception
997 Accepted: Trading Partner has received & accepted your file.
997 Rejected: Trading Partner has rejected your file.
Open Exception: There are issues with the file you tried to send. Check the “Exception Report” for details. Fix and resend the file.
Closed Exception: The file was fixed and resent or someone closed the exception manually.
Blank Field: A 997 has not yet been received from the Trading Partner or this is an “inbound” file.
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B2BGATEWAY‘S EDI FOR XEROPRESENTED BY: B2BGATEWAY
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CUSTOMER SERVICE
B2BGateway has been providing excellentcustomer service to all of our clients, includingXero 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.
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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B2BGATEWAY‘S EDI FOR XEROPRESENTED BY: B2BGATEWAY
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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
1. Greater Accuracy – Removing the need to re-key data greatly reduces the potential forhuman error.
2. Integration – EDI allows true integration withall relevant parties/systems in your supplychain: 3PL, WMS, ERP…..
3. Greater Speed – Electronic almost real timecommunications.
4. Faster Payments – EDI speeds up your ‘Orderto Payment’ cash cycle with you TradingPartners.
5. Environmentally Friendly – EDI removes theneed for paper and printing. This not alonehelps the environment but can drasticallyreduce your overall costs.
TOP 5 ADVANTAGES OF EDI
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B2BGATEWAY‘S EDI FOR XEROPRESENTED BY: B2BGATEWAY
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Pricing Information SKU Based Pricing
XERO EDI PRICING MODEL
• Our pricing is posted on our website(b2bgateway.net/pricing.asp)
• All EDIFACT and International EDITransaction sets are supported at onelow price
• All mapping changes and upgradesrequired included in standard fee.
ONE TIME SETUP FEES1. Organizational Setup Fee AU $4002. Trading Partner Setup Fee AU $400
RECURRING MONTHLY FEES1. Basic Service Fee AU $1252. Transactional Fees (per SKU) AU $0.083. VAN Comm. Fees* (per KB) AU $0.184. Functional Acknowledgements No Charge
+61 (2) 8003 7584 or [email protected]* Communication Fees are conditional based on TP requirements
THANK YOU FOR WATCHINGCall Australia: +61 2 8003 7584 (AU)
Call USA: +1 401 491 9595 (USA)
Call Europe: +353 61 708533 (EU)
Web: www.B2BGateway.Net
Email: [email protected]