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NORTH AMERICA // +1 (401) 491-9595
EUROPE // +353 (0) 61 708533
AUSTRALIA // +61 2 8003 7584
B2BGATEWAY EDI
FOR QUICKBOOKS...
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
TODAY’S AGENDA & PRESENTERS
1. About B2BGateway
2. What ...
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
ABOUT B2BGATEWAY
B2BGateway has been doing EDI since 199...
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
WHAT IS EDI? IT SOUNDS SIMPLE…
EDI (Electronic Data Inte...
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
LET’S START AT THE BASICS
EDI is not an out of the box s...
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
EDI STANDARDS
ANSI X12
• Developed by American
National ...
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
POPULAR EDI COMMUNICATION PROTOCOLS
VAN: The VAN (value-...
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
INTEGRATION WITH QUICKBOOKS ONLINE
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
SO LET’S PUT ALL THAT TOGETHER…
Each trading partner spe...
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
B2BGATEWAY MAKES IT EASY…
VAN
AS2
FTP
FTPS
AS2
Server AS...
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
WHERE DOES EDI FIT INTO THE MARKETPLACE?
820
852
(BOX ST...
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
WORKING WITH AMAZON
850
810
810
856
855
855
856
753
753
...
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
GS1-128 LABELS
GS1-128 labels are an outer label affixed...
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
ONLINE RETAILERS & COMMERCEHUB
Most “Box Store Retailers...
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
(ECOMMERCEPLATFORM)
850-PO850-PO
846-INV846-INV
ECOMMERC...
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
B2BGATEWAY AND QUICKBOOKS ONLINE
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
B2BGATEWAY AND QUICKBOOKS ONLINE
Once authorized, you’ll...
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
B2BGATEWAY AND QUICKBOOKS ONLINE
It’s easy to setup new
...
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
B2BGATEWAY CLIENT PORTAL
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
TRANSACTION REPORTS
Under the reports tab in the Client ...
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
EXCEPTION REPORTS
If a client sees an Open Exception in ...
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
B2BGATEWAY AND QUICKBOOKS ADD-ONS
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
B2B DIFFERENCE CUSTOMER SERVICE
B2BGateway has been prov...
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
SUCCESS STORY – DROP STOP
• Drop Stop are the manufactur...
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
AVERAGE
ANNUAL VOLUME
c. 450
Purchase Orders
UNIQUE
SELL...
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
ADVANTAGES OF B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
 Mee...
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
B2B DIFFERENCE ACCREDITATIONS AND AWARDS
B2BGateway is a...
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
SETUP FEES
Organizational Setup Fee
$300
one time fee
RE...
.
B2BGATEWAY EDI FOR QUICKBOOKS ONLINE
PRESENTED BY: B2BGATEWAY
.
Questions Anyone?
THANK YOU FOR WATCHING
Call USA: +1 401 491 9595 (USA)
Call Europe: +353 61 708533 (EU)
Call Australia: +61 28003 7584 (AU...
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EDI for QuickBooks Online Webinar - B2BGateway

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During the "EDI for QuickBooks Online" Webinar you will learn how B2BGateway offers the QuickBooks Online user fully-integrated, Omni-Channel EDI solutions which allow your organization to seamlessly connect to all relevant parties in your supply chain, including your eCommerce platforms (Magento, Shopify, BigCommerce, etc.) and Third Party Logistics (3PL) companies. Read more here: b2bgateway.net/edi-for-quickbooks-online/

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EDI for QuickBooks Online Webinar - B2BGateway

  1. 1. NORTH AMERICA // +1 (401) 491-9595 EUROPE // +353 (0) 61 708533 AUSTRALIA // +61 2 8003 7584 B2BGATEWAY EDI FOR QUICKBOOKS ONLINE B2BGATEWAY JULY 13, 2016 “YOUR GLOBAL EDI NETWORK” Online
  2. 2. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . TODAY’S AGENDA & PRESENTERS 1. About B2BGateway 2. What Is EDI? 3. Where Does EDI Fit Into The Marketplace? 4. Working wit Amazon 5. GS1-128 labels 6. CommerceHub and eCommerce Platforms 7. B2BGateway and QuickBooks Online 8. B2BGateway Client Portal & Reporting Capabilities 9. Complementary QBO Add-On Partners 10. Customer Service 11. Case Study – Drop Stop 12. Advantages of EDI 13. Accreditations & Awards 14. Pricing 15. Questions & Answers Aggie Grabowska Digital Marketing Executive Roger Leyden Director of Global Business Development
  3. 3. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . ABOUT B2BGATEWAY B2BGateway has been doing EDI since 1999, offering EDI and supply chain integration solutions to hundreds of QuickBooks clients across the globe. 1999 $30- biliion invoices processed per month 25,000+ trading relations
  4. 4. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . WHAT IS EDI? IT SOUNDS SIMPLE… EDI (Electronic Data Interchange) is defined as the structured transmission of data between organizations by electronic means. It is used to transfer electronic business documents such as Purchase Orders, Invoices, Advance Shipping Notices (ASNs), and many more from one computer system to another, i.e. from one trading partner to another trading partner. RETAILER RETAILER
  5. 5. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . 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 QuickBooks Online Protocols
  6. 6. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . 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 Europe &Far East • 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
  7. 7. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . POPULAR EDI COMMUNICATION PROTOCOLS VAN: The VAN (value-added network) is simply a secure network where EDI documents can be exchanged between a business and its trading partners. An organization will be provided with a mailbox. Documents are sent and received from there and the organization checks the mailbox periodically to retrieve its documents. AS2: Applicability Statement 2 is a specification about how to transport data securely and reliably over the Internet. Security is achieved by using digital certificates and encryption. AS2 is one of the most popular methods for transporting data, especially EDI data over the Internet. FTP: File Transfer Protocol is the commonly used protocol for exchanging files over the Internet. FTP by itself does not provide the security needed for document exchange with other companies over the Internet. More secure options sFTP or FTPS may be preferred.
  8. 8. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . INTEGRATION WITH QUICKBOOKS ONLINE
  9. 9. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . SO LET’S PUT ALL THAT TOGETHER… Each trading partner specifies their required communication method and which documents they require to complete EDI transactions. This can make the EDI process very complex as illustrated below. VAN AS2 FTP FTPS AS2 Server AS2 Software X-12 Ver. 5010 Encryption Software Annual Licensing Software Certification Consultant Fees Consultant Fees Consultant Fees Consultant Fees Modem Phone Van Software Mailbox Setup Mailbox Fees X-12 Ver. 4040 Mapping Tools FTP Server FTP Software Software Credential X-12 Ver. 4010 Mapping Tools FTPS Software Encryption Software Software Certificate X-12 Ver. 3040 Mapping Tools (EDI USER)
  10. 10. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . B2BGATEWAY MAKES IT EASY… VAN AS2 FTP FTPS AS2 Server AS2 Software X-12 Ver. 5010 Encryption Software Annual Licensing Software Certification Consultant Fees Consultant Fees Consultant Fees Modem Phone Van Software Mailbox Setup Mailbox Fees X-12 Ver. 4040 Mapping Tools FTP Server FTP Software Software Credential X-12 Ver. 4010 Mapping Tools FTPS Software Encryption Software Software Certificate X-12 Ver. 3040 Mapping Tools Consultant Fees (EDI USER)
  11. 11. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . WHERE DOES EDI FIT INTO THE MARKETPLACE? 820 852 (BOX STORE RETAILER) (ONLINE RETAILER) 850 810 846 850 846 846 846 852 855 3PL (THIRD PARTY LOGISTICS) 846 810 810 (FACTORY) (SHOPPING CART) 820 (FINANCIAL INSTITUTION) 820 – Payment Remittance Advice 856 – Advanced Ship Notice 846 – Inventory Inquiry 850 – Outgoing PO / Incoming SO 852 – Product Activity Data 855 – P.O. Acknowledgement 860 – Purchase Order Change 940 – Warehouse Ship Order 945 – Warehouse Ship Advice 810 – Invoice (EDI USER)
  12. 12. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . WORKING WITH AMAZON 850 810 810 856 855 855 856 753 753 754 754 846 846 860 860 GS1 – 128 LABEL 850 850 810 – INVOICE 850 – OUTGOING PO / INCOMING SO 855 – PURCHASE ORDER ACKNOWLEDGEMENT 860 – PURCHASE ORDER CHANGE REQUEST 856 – ADVANCE SHIP NOTICE 753 – REQUEST FOR ROUTING 754 – ROUTING INSTRUCTIONS 846 – INVENTORY INQUIRY/ADVICE GS1 – 128 LABELS
  13. 13. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . GS1-128 LABELS GS1-128 labels are an outer label affixed to each carton and/or pallet and provide information about a particular shipment. This label will alert the trading partner about shipment information such as who the vendor / supplier is, carton content, store ship to location, etc., and is a mix of both human readable as well as scan able information. The GS1-128 label on every carton is scanned at its destination location (e.g. trading partner central warehouse) and information usually is tied to an Advance Ship Notice (ASN) that has already been transmitted via EDI to the trading partner from the supplier.
  14. 14. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . ONLINE RETAILERS & COMMERCEHUB Most “Box Store Retailers” who also have online (.com) stores will use the CommerceHub platform to transmit EDI documents. In this case, B2BGateway would communicate with CommerceHub first… 850 – Purchase Order [ Imported as Sales Order in QuickBooks Online ] 846 – Inventory Advice [ Outbound reflecting inventory levels ] 810 – Invoice [ Outbound to your Trading Partner ]
  15. 15. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . (ECOMMERCEPLATFORM) 850-PO850-PO 846-INV846-INV ECOMMERCE PLATFORMS The following items are often required when trading with popular eCommerce sites: • 850 – Purchase Order • 846 – Inventory Advice / Inquiry Many QuickBooks Online clients use B2BGateway to connect with their eCommerce platforms to pull orders (EDI 850) and send Inventory updates (EDI 846)
  16. 16. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . B2BGATEWAY AND QUICKBOOKS ONLINE
  17. 17. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . B2BGATEWAY AND QUICKBOOKS ONLINE Once authorized, you’ll be pushed to this screen saying the connection was established correctly! • Connect directly with B2BGateway EDI directly through your Intuit QuickBooks Online Account.
  18. 18. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . B2BGATEWAY AND QUICKBOOKS ONLINE It’s easy to setup new partners for B2BGateway’s App to work with. • Only setup and work with your EDI enabled partners. • Delete or add partners as needed easily.
  19. 19. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . B2BGATEWAY CLIENT PORTAL
  20. 20. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . TRANSACTION REPORTS Under the reports 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.
  21. 21. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . EXCEPTION REPORTS If a client sees an Open Exception in the Transaction Report, they should open up the Exception Reports Section on their Client Portal. Here they will see files that have been rejected by the trading partner and a reason as to why the were rejected. The client can then fix these errors and re-send or contact B2BGateway support for help.
  22. 22. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . B2BGATEWAY AND QUICKBOOKS ADD-ONS
  23. 23. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . B2B DIFFERENCE CUSTOMER SERVICE B2BGateway has been providing excellent customer service to all of our clients, including QuickBooks Online and we will continue to do so in the future. B2BGateway has developed two new teams to help clients with setting up and maintaining their trading partner relationships. The teams consist of a dedicated Setup Team for the setup phase of the relationship and thereafter the Rapid Response Team (RRT) is available for any ongoing requests the client may have during the lifetime of the relationship. Available Support • Setup phase dedicated project manager with trading partner liaison executive to ensure we meet all current trading partner requirements. • Rapid Response Support 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. 24/7
  24. 24. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . SUCCESS STORY – DROP STOP • Drop Stop are the manufacturers and distributors of a patented device which stops items being dropped between the front seats and center console of vehicles. • After winning a $300,000 investment on ABC’s Shark Tank television show, Drop Stop won a contract to supply their goods to Walmart stores. • A condition of supplying a major retailer like Walmart is that the supplier must be EDI compliant. • Using QuickBooks Online as their accounting software, Drop Stop needed to find an EDI solution provider that could offer cloud based, fully integrated EDI solutions with QBO. They chose B2BGateway. • B2BGateway was not only able to provide Drop Stop with an EDI connection to Walmart but also one to their 3PL Motivational Fulfillment & Logistics which help to automate their supply chain even further.
  25. 25. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . AVERAGE ANNUAL VOLUME c. 450 Purchase Orders UNIQUE SELLING POINT B2BGateway’s EDI have greatly improved Drop Stop’s supply chain efficiencies, reduced errors and drastically cut down on costs. SUCCESS STORY – DROP STOP TRADING PARTNERS INCLUDE Walmart Motivational Fulfilment & Logistics Services
  26. 26. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . ADVANTAGES OF B2BGATEWAY EDI FOR QUICKBOOKS ONLINE  Meet Customer Requirements: QuickBooks Online users are able to meet the supply contract requirements of all major Online and Box Store Retailers.  Integrate with 3PL’s QuickBooks Online users are able to communicate effectively and efficiently with their outsourced third party logistics providers (3PL).  GS1-128 Labels B2BGateway can support the outer case GS1- 128 barcode labels and Packing Slips that may be required by trading partners.  CommerceHub B2BGateway can automate the flow of data between Online Retailer Hubs such as CommerceHub and VendorNet  Full Communication Integration B2BGateway is a complete communications hub can work with all data formats such as XML, CSV as well as the traditional EDI formats and standards.  Customization B2BGateway can customize solutions to meet the individual QuickBooks Online users needs
  27. 27. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . B2B DIFFERENCE ACCREDITATIONS AND AWARDS B2BGateway is a QuickBooks Gold Developer since 2003 GS1 Accredited Solution Provider 2016 Supply Chain ‘Pro to Know’ awarded by Supply & Demand Chain Executive Magazine Top 20 Logistics Software Solution Provider by CIO Review Magazine Selected by Providence Business News as a 2015 PBN Fastest Growing and Innovative Company
  28. 28. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . SETUP FEES Organizational Setup Fee $300 one time fee RECURRING FEES Basic Service Fee $89/mo EDI Transactional Fee Fully managed 997 Functional Acknowledgement B2BGATEWAY has been providing excellent customer service to all of our clients, including QuickBooks users and we will continue to do so in the future. • Our pricing is posted on our website • All (318+) EDI X-12 Transaction sets are supported at one low price • Free Cross Reference Tables • All mapping changes and upgrades required included in standard fee. PRICING Trading Partner Fee $300 One time setup fee per trading partner $0.06/SKU line Free HOW MUCH DOES IT COST?
  29. 29. . B2BGATEWAY EDI FOR QUICKBOOKS ONLINE PRESENTED BY: B2BGATEWAY . Questions Anyone?
  30. 30. THANK YOU FOR WATCHING Call USA: +1 401 491 9595 (USA) Call Europe: +353 61 708533 (EU) Call Australia: +61 28003 7584 (AU) Web: www.B2BGateway.Net Email: Sales@B2BGateway.Net

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