STREAMLINE QUICKBOOKS FULLFILMENT WITH INTEGRATE EDI

Incorporate ASNs into warehouse shipping process

AGENDA• Background on Oz Development & SPS Commerce

• Trends in retail – what is driving EDI

• EDI options & and the warehouse

• OmegaSea– Case Study

• Demo

• Summary and Q&A

BRIEF HISTORY

In 2008, Oz Development & SPS Commerce delivered a fully integrated, cloud-based integration solution for NetSuite customers, focused on ASN automation, label

generation & order fulfillment

• 100% SaaS solution• No software to buy• Pre-wired to Quickbooks, carriers

and warehouse processes• Perfect fit for SMB Quickbook users

• 100% SaaS EDI solution• No software to buy• >40,000 customers • Perfect fit for SMB Quickbook users

OMNICHANNEL RETAIL IN 2015

THE MODERN RETAIL ECONOMY

E-Commerce Impact Collaborative Computing Adoption

New Distribution Challenges M-Commerce Empowerment

Ship-to-Consumer Ship-to-DC Ship-to-Store Cross-Dock Import VMI

THE EDI ASN HAS MATERIAL VALUE TO RETAILER

For every 5% improvement in on-time delivery & fill rates, retailers can reduce operating inventories levels

by over 2%. This is measured using EDI ASNs and physical carton audits. It’s enforced by chargebacks.

- CPFR Committee Co-Chair

WHY IS THE ASN SO RELEVANT?• Massive trends in retail distribution

– With spending down and costs up, retailers are forced to look inward to save money

– Retailers are updating their DCs to enable auto-receiving and cross-docking – multiple channels

– Driving huge increase in ASN requirements across all models: Drop Ship, DC, Store etc.

Retail Store Retail DC

eCommerce Consumer

Selling Organization

ASNs

ASN Carton Details1. Gathered manually during

pick/pack2. Re-keyed manually in to

web portal outside of Quickbooks

3. Handled in front office, not warehouse

Retailer Shipping Labels (GS1-128s)

1. Generated via EDI provider’s web portal

2. Printed after pick/pack and staging of shipment

3. Printed separate from carrier shipping labels

4. Manually matched to correct cartons

THE BUSINESS PROBLEM THIS CAUSES

The truth about ASN options for Quickbook users today:

ASN Carton Details1. Gathered manually during

pick/pack2. Re-keyed manually in to

web portal outside of NetSuite

3. Handled in front office, not warehouse

Retailer Shipping Labels (GS1-128s)1. Generated via EDI

provider’s web portal2. Printed after pick/pack and

staging of shipment3. Printed separate from

carrier shipping labels4. Manually matched to

correct cartons

RESULTS OF BUSINESS PROBLEMS

The truth about ASN options for NetSuite users today:Loss of Productivity

Manual hand keying of ASN details in to web portals“After the fact” retailer label generation and carton match ups

Loss of Accuracy (Data and Physical)Incorrect items are packed and shippedHand keyed ASN data is inaccurate

Increased Retailer Charge Backs / Vendor Scorecard Dings

Late ASNs, failed ASNsInaccurate shipments

1

2

3

4

5

6 Pick & Pack Items

DON’T BE FOOLED: AVOID THIS!!Add Your Internal

Product ID

Keep track of carton detail

ASN SOLUTIONS FOR QUICKBOOKS

YOUR ASN OPTIONS

Many tradingpartners

Few tradingpartners

Low ordervolume

High ordervolume

Standalone Retailer

EDI Portal

StandaloneEDI Provider

Portal

Fully integratedEDI

COMPARE ASN OPTIONSCapability Standalone EDI

portalRetail Specific

PortalIntegrated

ASNBar code scanning √

Auto weight calculation Manual Manual √

Pack validation √

UoM conversion Manual Manual √

Real time Quickbook updates √

Shipping & compliant labels Compliant labels only

Compliant labels only

√

Support all order models √

Auto capture tracking number √

BEST OF BREED QUICKBOOKS INTEGRATION SOLUTION

• 100% Cloud Based Solution End-to-End

• Full integration of key retail-required transactions (ex. PO, ASN, Invoice)

• Leverage OzLink for integrated ASN and label solution that is actually tied

to your workflow

• Pre-wired to world’s largest hosted supply chain network including over

2,000 retailers

Trading Partners `

Oz and SPS have teamed up to offer a perfect fit EDI solution for Quickbook users with specific attention to ASN

and label integration

• Eliminates the time spent manually entering orders into account system/ERP

• Reduces risk of manual entry errors & chargebacks associated with mistakes

• Provides an opportunity to reallocate employees to more strategic projects

• Eliminates need to manage EDI elements in-house. Mapping, translation software no longer needed

• A true integrated ASN solution

SPS & OZ INTEGRATED FULFILLMENT SOLVES FOR…

INTEGRATED QUICKBOOKS ASN

DEMONSTRATION

SUCCESS IN THE WAREHOUSE

• Reduced time to process EDI orders • Enabled launch of PetSmart relationship with 800 plus orders in 3 days• Streamlined packing, shipping, and ASN generation enabling major order growth

EDIOrders

Invoice

ASN• Pack verification• Shipping automation• UCC 128 labels• Shipping labels• Direct ASN w/ SPS

Order

ASN

Lessons Learned• Flexibility of Quickbooks,

OzLINK, SPS Commerce • Do not try to re-invent the wheel• Leverage expertise of SPS

Commerce and Oz Development

• Do not eat the elephant all at once

Benefits• More efficient use of labor while

supporting• Eliminated clerical time

processing orders improving accuracy

• Reduced fulfillment & shipping errors

• Lower order pick time

SUMMARY

SPS AND OZLINK JOINT CUSTOMERS

Strategic Partners since 2008

ASN & label compliance within your logistics workflow

THERE IS ONLY ONE INTEGRATED ASN SOLUTION• Many solutions claim EDI & QuickBooks integration,

but no one else has automated ASN

– Capture box contents with bar code scanning as part of pack/ship process

– Print both shipping labels and UCC 128 labels at the same time

– Tracking and PRO numbers updated real time back into QuickBooks and ASN data

TAKE ACTION NOW• Review your current peak season process today!• Call the experts:

– About how existing customers are actively growing their business on this technology

– How it works – deep dive, demonstrations– How it can create ROI in your environment

• Join future webinars hosted by Oz Development and SPS Commerce

1-508-366-1969 sales@ozdevelopment.com

Jeff Ross612-326-7403

jpross@spscommerce.com