QuickBooks EDI for Intuit Partners A simple guide to the advantages - - PowerPoint PPT Presentation

QuickBooks EDI for Intuit Partners

A simple guide to the advantages of becoming a B2BGateway QuickBooks EDI VAR

Jon Bellemore

Sales & Marketing Strategist B2bgateway EDI services

Today’s Topics What’s in it for you, the Reseller? What does EDI mean to your client? The B2BGateway Difference Experience Capabilities Full Integration Custom Service Recent Improvements Pricing Structure History of B2BGateway.Net EDI 101 – ‘The Basics’ Reseller Signup Questions and Answers Thank you for attending 401-491-9595 x 5 Sales@B2BGateway.Net

Today’s presenter and agenda

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ADVANTAGES OF BEING A QuickBooks VAR | B2BGATEWAY.NET

Jon Bellemore B2BGateway EDI

What’s in it for you – the Intuit Partner?

Our philosophy has always been “If you do well, we do well” and in keeping with that mind set we will do all we can to help you make additional income while at the same time providing excellent service and support for your clients. We We of

• ffer th

these gr great be benefit its:

• Industry leading commissions over a prolonged period.
• Pre-sales support calls – we’ll be happy to jump on a lead

call with you and be your EDI support department. Very little notice needed.

• Post-sales care – after you’ve made the sale, you’ll be able

to rest assured that your clients will be well taken care of by our dedicated team of setup support engineers and our Rapid Response Team. If you have any questions, just give us a call and we’ll be happy to help. We will explain the EDI process to your prospects so you don’t have to! Call anytime, 401-491-9595x5 or email sales@b2bgateway.net

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ADVANTAGES OF BEING A QuickBooks VAR | B2BGATEWAY.NET

What does EDI mean to your QuickBooks client?

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‘Standard’ business documents will go directly into your clients QuickBooks software solution without a single key stroke. Your client will also be able to automatically send documents to their business partners without the cost of human intervention and possible error.

Who needs EDI?

Suppliers and distributors to the following industries are most often required to use EDI to do business. Here is a short list of common EDI trading partners that may require you to trade using EDI. B2BGateway.Net is not just a data mover but rather an online data conversion engine. Each trading partner (TP) will read documents differently therefore in order for your QuickBooks to “read” them correctly, B2BGateway’s servers “translate” these documents into a format that is compatible to your QuickBooks system.

EDI 101 FOR QuickBooks | B2BGATEWAY.NET

B2BGateway has been doing EDI since 1999, offering EDI and supply chain integration solutions to QuickBooks users consistently since 1999 and have been a Gold Developer since 2003! Here are some other interesting facts about our EDI experience:

• Highest client satisfaction rating on Intuit Marketplace of all

providers, regardless of product!

• B2BGateway processes over $30-billion

dollars in client / TP transactions each month.

• Thousands of client / TP partner relationships worldwide.
• Over 400 B2BGateway / QuickBooks mutual clients including

South Coast Paper, 600lb Gorillas, Linus and many others…

The B2B difference – unparalleled experience

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EDI 101 FOR QuickBooks | B2BGATEWAY.NET

At B2BGateway, we designed our EDI system to be a scalable, cloud-based and fully-integrated system to help save you time and money.

The B2B difference – full featured capabilities

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EDI DI Cap apabilit itie ies

• Full cloud-based integration to QuickBooks

removes the need to re-key data.

• B2BGateway EDI is fully-integrated with your

QuickBooks and sits on your desktop.

• Automates the QuickBooks users supply

chain processes and shortens their ‘Order to Payment’ cash cycle with their trading partners.

• Can handle all data standards and

communication protocols required internationally including ANSI X12, EDIFACT, Tradacoms, oioUBL, XML, VAN, AS2, FTP, etc. Add Additional Fea eatures

• Built in cross-referencing and business logic

systems.

• Free 997 FAs (Functional Acknowledgements)

handled by our staff on the QuickBooks users behalf.

• Advance Ship Notice (ASN) and GS1 / UCC-

128 label and warehouse support services.

• Compatible with NumberCruncher,

ACCTivate and Fishbowl

• Compatible with Right Networks hosted

solutions for QuickBooks.

EDI 101 FOR QuickBooks | B2BGATEWAY.NET

How does b2bgateway EDI work with QuickBooks?

EDI 101 FOR QuickBooks | B2BGATEWAY.NET

St Step Number 1:

• QuickBooks users are told there are orders (or other documents) waiting to be imported when they

see the B2BGateway EDI icon flashing. A message will also pop up indicating orders are ready.

How does b2bgateway EDI work with QuickBooks?

EDI 101 FOR QuickBooks | B2BGATEWAY.NET

St Step Number 2:

• QuickBooks users simply need to press one button to download the orders or other documents from

B2BGateway’s system.

Press one button to get new orders.

How does b2bgateway EDI work with QuickBooks?

EDI 101 FOR QuickBooks | B2BGATEWAY.NET

St Step Number 3:

• Documents can be viewed, edited, printed or archived with a single click.

How does b2bgateway EDI work with QuickBooks?

EDI 101 FOR QuickBooks | B2BGATEWAY.NET

St Step Number 4:

• QuickBooks users can then send those documents that were downloaded into QuickBooks.

Hundreds of orders can be pushed to QB through a single click.

Press one button to send docs to QB

How does b2bgateway EDI work with QuickBooks?

EDI 101 FOR QuickBooks | B2BGATEWAY.NET

St Step Number 5:

• Sending Invoices or Purchase Orders are even easier. Simply select the document type (A), select the

date (B), select your documents (C) and then click SEND!

Select Document Type (A) Select Date (B) Choose Documents (C) Send! (D)

How does b2bgateway EDI work with QuickBooks?

EDI 101 FOR QuickBooks | B2BGATEWAY.NET

Nee eed AS ASNs or

• r Labels

ls?

• If you need Advance Ship Notices (ASNs) or UCC / GS1-128 Labels, click on the ASN/Labels tab and

agree to the terms of service.

ASNs and Labels Agree!

The B2BGateway EDI difference – working with a 3pl

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Let’s focus on the integration with a 3PL or Third Party Logistics provider and some other trading

• partner. A 3PL integration requires special, industry specific documents so let’s take a look at the typical

EDI document flow.

1. A Purchase Order (850 850) is sent from Trading Partner to QuickBooks user and is imported into QuickBooks as a Sal Sales Order (850 850). 2. The Sales Order is pulled from QuickBooks based

• n

pre- determined criteria and sent as a Warehouse Ship Order (940 940) to the 3PL. 3. The 3PL returns a Warehouse Ship Advice (94 945) which B2BGateway sends to the TP (if required) as an Advance Ship Notice (856 856) and also fulfills the sales

• rder

in QuickBooks. 4. The QuickBooks user creates an Invoice (81 810) in QuickBooks and based on the query rules established it will be pulled by B2BGateway and sent to the TP as an Invoice (810 810).

(Third party logistics – 3PL)

(2) Warehouse ship order (3) Warehouse Ship Advice

(1) Purchase order (Box store retailer) (1) Sales order

(3) Fulfilled Sales Order

(3) Advance ship notice

(4) invoice

(4) Invoice

(2) Warehouse ship order

ADVANTAGES OF BEING A QuickBooks VAR | B2BGATEWAY.NET

QuickBooks user

B2BGateway has been providing excellent customer service to all of our clients, including QuickBooks and we will continue to do so in the future.

The B2B difference – first class customer service

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Available Sup 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. B2BGateway has developed two new teams to help clients with setting up and maintaining their trading partner relationships. These new teams have been established at B2BGateway in order to reduce response times and decrease relationship setup times. The new Rapid Response Team, known as RRT, has brought the average response time down to 2:46 (two hours and forty six minutes) and the new setup team has decreased setup times by 45%.

EDI 101 FOR QuickBooks | B2BGATEWAY.NET

B2BGateway has developed a number of improvements during 2013.

The B2B difference – recent improvements to our systems

Rap apid Res esponse Tea eam The RRT as it’s commonly called was introduced to enhance our existing support system and to reduce task resolution times. Since the RRT was implemented, responses to tickets are down to an average of 2-hours and 46-minutes. Se Setup Que Queue Pro rogress ss Bar Bars In order to expedite our existing setup queue system and to provide our clients with more transparency in the setup process, B2BGateway is proud to announce our new Setup Queue. This system has been designed with progress bars and detailed information to keep our clients “in the know” and on track with each setup they initiate.

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EDI 101 FOR QuickBooks | B2BGATEWAY.NET

B2BGateway has developed a number of improvements during 2013.

The B2B difference – recent improvements to our systems

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EDI 101 FOR QuickBooks | B2BGATEWAY.NET

B2BGateway has developed a number of improvements during 2013.

The B2B difference – recent improvements to our systems

War arehouse Sup Support Si Site 2.0 2.0 Our WSS 1.0 was lacking some key features so we decided to start from the bottom up and created a faster, smarter and more efficient WSS making it easy for warehouse employees to get

• rders out correctly and on time. Once logged

in, the personalized layout learns from your every move. On Onli line Inq Inquir irie ies and and Sup Support Chat hat Since EDI is done on the computer, why should you have to pick up the phone to contact support? Now you don’t have to! Our new instant chat features for both sales and support questions allows leads and clients to speak directly to a sales or support staff member

• immediately. Alternatively, they can send a note

and it will be directed to the appropriate party and addressed within 24 business hours.

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EDI 101 FOR QuickBooks | B2BGATEWAY.NET

B2BGateway has been providing excellent customer service to all of our clients, including QuickBooks and we will continue to do so in the future.

The B2B difference – pricing structure

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SETUP FEES Organizational Setup Fee (one time fee) $300/$750 Trading Partner Fee (One time setup fee per trading partner) $300/$600 RECURRING FEES Basic Service Fee $89/$129 per month EDI Transactional Fee $0.06 / SKU line 997 Functional Acknowledgements (fully managed) Free

PRIC PRICING

• Our pricing is posted on our website (b2bgateway.net/pricing.asp)
• All (318+) EDI X-12 Transaction sets are supported at one low price
• Free Cross Reference Tables
• 6 cents per line item on a document

ADVANTAGES OF BEING A QuickBooks VAR | B2BGATEWAY.NET

B2BGateway as we know it today has come a long way and is constantly evolving with the technology available to us. We strive to make EDI as easy and efficient as possible for our clients. Fu Fun Fact cts ab about B2BGateway

• Founded as “Shannon Systems LLC” in April

1999 in Boston, MA.

• Focused efforts as a software development

company.

• “B2BGateway” was a product developed in

2000 but has become synonymous with the company name.

• We currently have offices in Boston and Rhode

Island, USA.

• International
• ffices

are also located in Shannon, Ireland and Sydney, Australia.

THE HISTORY OF B2BGATEWAY

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ADVANTAGES OF BEING A QuickBooks VAR | B2BGATEWAY.NET

Short history of EDI

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EDI 101 FOR QuickBooks | B2BGATEWAY.NET

• 1970s-90s, (pre-internet): modem and a phone

communication.

• The VAN (Value Added Network) was developed.
• 25 different EDI X-12 standards have been released. Each

Version is an “enhancement”.

• Other global EDI standards: EDIFACT, Tradacom, Eancom,

Odette.

• Other file formats accepted: XML, CSV, Fixed Field files,

Delimited files, etc.

• Essentially a simple standard has become non-standard.

QuickBooks user

Standards X-12 2010 X-12 3040 EDIfact Tradacoms Eancom X-12 4010

Value added network (VAN)

Trading partner Trading partner Trading partner

In the beginning ANSI X-12 was created to be a global standard. More standards eventually came along, and most companies customize them to fit their needs. From that more standards were developed. In addition to X-12, other standards exist as well as different formats for each standard!

Different standards & Communication methods OF EDI

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AS2 VAN FTP HTTP FTPs ANSI ASC X12 UN/EDIFACT EANCOM TRADACOMS XML ODETTE

• ioUBL

EDI is not an out-of-the-box solution. Many procedures, standards and protocols must be put in place for you to trade successfully with your Trading Partner(s). Each Trading Partner may have their own standards, protocols and documentation that they wish to trade. These Standards may include ANSI ASC X12, UN/EDIFACT, TRADACOMS, XML, ODETTE and Protocols (communication methods) could include AS2, VAN, FTP, HTTP etc. Overall, implementing the above standards and protocols can become quite a daunting task for any organization, but one that B2BGateway.Net will take care of on your behalf in a timely, hassle free manner.

EDI 101 FOR QuickBooks | B2BGATEWAY.NET

What is EDI? It sounds simple…

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Retailer Retailer QuickBooks user EDI (Electronic Data Interchange) is defined as the structured transmission of data between

• rganizations by electronic means. It is used to transfer electronic 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.

EDI 101 FOR QuickBooks | B2BGATEWAY.NET

But it can be very complex

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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.

AS2 Van FTP FTPS

AS2 Server AS2 Software X-12 Ver. 5010 Encryption Software Annual Licensing Software Certification Van Software Mailbox Setup Mailbox Fees X-12 Ver. 4040 Mapping Tools Modem Phone FTP Server FTP Software Software Credential X-12 Ver. 4010 Mapping Tools Consultant Fees FTPS Software Encryption Software Software Certificate X-12 Ver. 3040 Mapping Tools Consultant Fees

QuickBooks user

AS2 Server AS2 Software X-12 Ver. 5010 Encryption Software Annual Licensing Software Certification Van Software Mailbox Setup Mailbox Fees X-12 Ver. 4040 Mapping Tools Modem Phone FTP Server FTP Software Software Credential X-12 Ver. 4010 Mapping Tools Consultant Fees FTPS Software Encryption Software Software Certificate X-12 Ver. 3040 Mapping Tools Consultant Fees Consultant Fees Consultant Fees

B2bgateway makes it easy for you

AS2 Van FTP FTPS QuickBooks user

Consultant Fees Consultant Fees

EDI 101 FOR QuickBooks | B2BGATEWAY.NET

Example of raw EDI data – very confusing!

24 DOCHDR5088942168 T INVBEG5088942168 1234567890234567#680 CURNCY5088942168 222222USD VNDNUM5088942168 222222 ORDNUM5088942168 6541234566 PRONUM5088942168 222222 DPTNUM5088942168 222222 MDSTYP5088942168 222222 SHIPTO5088942168 222222 703680 Ralphs #680 - Santa Barbara SHPTOA5088942168 222222100 W Carrillo St SHPTOL5088942168 222222 Santa Barbara CA93101 US BILLTO5088942168 222222 038176921 BILTOA5088942168 222222 PO Box 54143 BILTOL5088942168 222222 Los Angeles CA90054 US TRMDSC5088942168 222222 20120515 14 0 Net 14 Days DELDTE5088942168 222222 SHPDTE5088942168 22222220120430 TRMDTE5088942168 22222220120501 SHPPAY5088942168 222222 CARIER5088942168 222222 ITEMLN5088942168 222222 4EA 22222222674222222222225 4 0001 ITMDES5088942168 222222 Juice ITMDET5088942168 222222 EA 0.05 ITEMLN5088942168 222222 4EA 222222220013 4 0002 ITMDES5088942168 222222Juice ITMDET5088942168 222222 EA 0.1 ITEMLN5088942168 222222 4EA 2222222201822222222264 4 0003

Here is an example of some raw EDI data. Now imagine your clerk manually entering this data into your accounting package. Even minimal mistakes bring expensive chargebacks and if Sally’s had a rough night, you’re looking at a very expensive bill!

EDI 101 FOR QuickBooks | B2BGATEWAY.NET

EXAMPLE OF EDI DATA FLOW

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The image to the right is an example of a very complex EDI flow path. Each trading partner requires different EDI documents depending on the nature of the setup. At the right, you will see the document flow for box store retailers, online retailers, ecommerce shopping carts, Third Party Logistics and factories with B2BGateway in the middle servicing each and every document.

810 – Invoice 846 – Inventory Inquiry 850 – Outgoing PO / Incoming SO 852 – Product Activity Data 856 – Advanced Shipping Notice 860 – Purchase Order Change 940 – Warehouse Ship Order 945 – Warehouse Ship Advice

850 856 850 810 846 846

(Box store retailer) (ecommerce shopping cart) (factory) (Third party logistics – 3PL) (QuickBooks user) (Online retailer)

EDI 101 FOR QuickBooks | B2BGATEWAY.NET

If you are interested in becoming a B2BGateway EDI reseller, it’s simple to join. Navigate to the reseller section of our website and fill out the short form. The link can be found under “pricing” on our website. www.b2bgateway.net/resellersignup.asp

Join the b2bgateway reseller team today

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ADVANTAGES OF BEING A QuickBooks VAR | B2BGATEWAY.NET

This is a short video explaining what EDI (Electronic Data Interchange) is and how it

• works. If you have any questions, please ask

any one of our sales associates and we will be happy to answer all of your questions. You can contact us by any of the methods described above. We look forward to working with you.

Questions and answers

Ask any questions you’d like using the chat box feature within WebEx. Louisa is here to answer all your questions and is available at 401-491-9595 x 2100.

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EDI 101 FOR QuickBooks | B2BGATEWAY.NET

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