B2BGATEWAY EDI FOR FREESTYLE COMMERCE …go.freestylesolutions.com/rs/976-XEV-175/images/Freestyle...

NORTH AMERICA // +1 (401) 491-9595 EUROPE // +353 (0) 61 708533

AUSTRALIA // +61 2 8003 7584

B2BGATEWAY EDI FOR FREESTYLE

COMMERCE USERS B2BGATEWAY

OCTOBER 06, 2015

“YOUR GLOBAL EDI NETWORK”

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B2BGATEWAY EDI FOR FREESTYLE COMMERCE

PRESENTED BY: B2BGATEWAY AND FREESTYLE SOLUTIONS

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TODAY’S AGENDA & PRESENTERS

1. Welcome and Brief overview by Freestyle Solutions 2. What Is EDI? 3. Where Does EDI Fit Into The Marketplace? 4. Advantages of EDI 5. Start at the Basics 6. EDI Standards 7. Communication Protocols 8. Putting The Pieces Together 9. UCC/GS1-128 Labels 10. EDI and the Omni-Channel 11. Freestyle Commerce EDI Integration 12. B2BGateway Client Portal Reporting Capabilities 13. Customer Service 14. B2BGateway Fact Sheet 15. Questions & Answers

Louisa Gooding Director of Sales &

Strategic Relationships

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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.

EDI USER

RETAILER

RETAILER

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(BOX STORE RETAILER)

(SHOPPING CART)

(ONLINE RETAILER)

(FACTORY)

850

810

852

846

850

846

846

846

852

855

WHERE DOES EDI FIT INTO THE MARKETPLACE?

(THIRD PARTY LOGISTICS)

810 – Invoice

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

X12 Format

846

3PL

EDI USER

850

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WHERE DOES EDI FIT INTO THE MARKETPLACE

Most Popular Market Verticals That Use EDI:

• Wholesale Distribution • Boxstore Retail (Walmart, Target, CVS…..) • Online Retail (Amazon, Zappos, Buy.com…) • Shopping Cart Integration (Magento, Shopify, Bigcommerce….) • Third Party Logistics (3PL) • Manufacturing • Automotive • Pharmaceutical & Healthcare • Government • Finance

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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 Freestyle Commerce

Protocols

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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

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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*005010 ST*850*0001 BEG*00*SA*0453517993**20141106 CUR*BY*USD REF*DP*00003 REF*MR*0003 REF*PD*JANFEAWK51 REF*IA*472103030 FOB*CC*OR*CHICAGO IL IL ITD*05*15*****65 DTM*038*20150123 DTM*037*20150121 DTM*063*20150128 PID*S*08*VI*FL TD5*O****RETAIL LINK/ BB N9*L1*SPECIAL INSTRUCTIONS MTX**NO PRETICKET MTX**==============================IF MULTIPLE DESTINATIONS HAVE MTX**THE SAME SHIP DATE, PLEASE SHIP TO FURTHEST DESTINATION MTX**FIRST AND CLOSEST DESTINATIONSLAST. MTX**CALL FOR DELIVERY APPOINTMENT 48 HOURS IN ADVANCE. MTX**==============================SUPPLIER WILL SHIP ALL MTX**MERCHANDISE IN ACCORDANCE WITHTHE CURRENT SHIPPING AND

EDIFACT – ORDERS (PURCHASE ORDER)

UNB+UNOA:3+5000119000006:14+5088942150030:14+110513:0510+360949++ORDERS UNH+1+ORDERS:D:96A:UN:EAN008 BGM+220+LM73553272001 T+9 DTM+137:20110513:102 DTM+64:20110515:102 NAD+DP+5000119007353::9++BALLYMUN PBL LOC+7+5000119007353::9 NAD+SE+5088942150030::9++OLD IRISH CREAMERY CHEDDAR NAD+BY+5000119000006::9++TESCO STORES LTD LIN+1++05391517715644:EN PIA+1+9629668:IN:92 IMD+F++TU:::OAK SMOKED CHED 200G QTY+21:82.000 QTY+59:12.000 LIN+2++05391517715651:EN PIA+1+9629743:IN:92 IMD+F++TU:::CHEDDAR WITH CHILLI 200G QTY+21:81.000 QTY+59:12.000 LIN+3++05391517715736:EN PIA+1+9629766:IN:92 IMD+F++TU:::CHEDDAR WITH CRANBERRIES QTY+21:81.000 QTY+59:12.000

TRADACOMS – ORDHDR (PURCHASE ORDER)

STX=ANAA:1+5000167000003:UK LTD+5088942150038:SUPPLIER PLC+120208:170512+ZZ0014 +ORDHDR+B MHD=1+ORDHDR:9 TYP=0430+NEW-ORDERS SDT=5088942150038:987654+SUPPLIER PLC+THE FACTORY:ANYSTREET:ANYTOWN:ANYSHIRE:AN1 9ZZ CDT=5000167000003+BOOTS UK LTD+BEAUTY & P.CARE:1 THANE RD:NOTTINGHAM NG90 1BS FIL=5+1+940601 MTR=6 MHD=2+ORDERS:9 CLO=5000167100301:D82 ORD=Q8521073::940601++N OLD=1+5012345000015+5012345100012+:1364537+12+100+54000+++TOOTHBRUSH FIRM OLD=2+5012345000022+5012345100029+:1364541+12+100+54000+++TOOTHBRUSH MED OTR=2 MTR=7 MHD=3+ORDERS:9 CLO=5000167100301:D82 ORD=Q8521086::940601++N OLD=1+5012345000046+5012345100043+:1364595+12+50+54000+++TOOTHBRUSH SOFT OTR=1 MTR=6 MHD=4+ORDTLR:9 OFT=2 MTR=3 MHD=5+ORDHDR:9

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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

Consultant

Fees

Consultant

Fees

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.

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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

AS2

VAN

FTP

FTPS

B2BGATEWAY MAKES IT EASY…

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850

EDI 753/754 & ASN AND GS1-128 LABEL

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

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GS1-128 LABELS

In today’s business environment, GS1-128 (formerly known as UCC-128) labels have become a necessary part of the criteria for large format retailers in automating the supply chain with their suppliers. 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.

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EDI AND THE OMNI-CHANNEL

Retailers are meeting the new customer demands by deploying specialized supply chain strategies and software solutions. Today’s suppliers must be able to support the Omni-Channel retailers new demands or face the possibility of extinction over the coming years.

The ‘Omni-Channel’ is the evolution of ‘multi-channel retailing’, but is concentrated more on a seamless approach to the consumer experience through all available shopping channels; for example:

• Mobile internet devices • Computers • Bricks-and-mortar • Television • Radio • Direct mail • Sales catalogs, etc.

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The major challenge for today’s suppliers, in order to meet the retailers' new Omni-Channel needs, is to get their goods and services to the correct channel as quickly and as accurately as possible and, needless to say, in the most cost effective manner.

WHAT IS THE OMNI-CHANNEL?

850 846

850

855

810

846

WAREHOUSE / 3PL

BOX STORE

DROP SHIP SUPPLIER

940

945

850 DROP SHIP PURCHASE ORDER

850

810

856

ORDERS AND SHIPMENTS REACHING

YOUR CUSTOMERS!

ECO

MM

ERC

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TES

ON

LIN

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KETP

LAC

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HOW DOES EDI HELP THE OMNI-CHANNEL?

Fully integrated EDI solutions deliver full end to end seamless connectivity between the supplier and all parties in the supply chain… • From box store retailers (Wal-Mart,

Target, CVS, etc.) • To online retailers (Amazon,

Buy.com, Wayfair, etc.) • To manufacturers, third party

logistics providers (3PL) • and even online shopping carts

(which may be powered by online platform providers such as 3dcart, Volusion, Magento, Shopify, etc.).

Using EDI allows all business documentation needed 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 exchanged

seamlessly and without error.

http://www.google.ie/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0CAcQjRw&url=http://www.otterbox.com/&ei=uf-sVOO9J6vD7ga_nIHwBg&bvm=bv.83134100,d.ZGU&psig=AFQjCNEzbabuAPwcL758s2aA7m2_gqKiag&ust=1420710190913325




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HOW DOES EDI HELP THE OMNI-CHANNEL?

As EDI introduces full automation there is: • No need for the supply chain partners to re-key data

The supplier benefits greatly from

• increased speed • increased accuracy • greater visibility • reduced labor costs

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 costs

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FREESTYLE COMMERCE EDI INTEGRATION

B2BGateway uses Freestyle Commerce’s API to provide full seamless EDI integration between the Freestyle Commerce user and their trading partners.

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CLIENT PORTAL REPORTING - TRANSACTION REPORTS

Each B2BGateway client gets access to their unique B2BGateway Client Portal. 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.

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CLIENT PORTAL REPORTING – TRANSACTION REPORTS

A 997 is also known as a Functional Acknowledgement (FA). It lets the client know if the trading partner has received and accepted the file. Receipt of a 997 does not necessarily mean that the file contains 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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CLIENT PORTAL REPORTING - 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.

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CUSTOMER SERVICE B2BGateway has been providing excellent customer service to all of our clients since 1999 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. (1) Setup Team: A dedicated Project Manager

and setup team is assigned to each new Freestyle client for the implementation phase of the project.

(2) Rapid Response Team (RRT): The RRT is there to assist any client with any issues they may come across once in production. Each client has direct access to the RRT team with emergency 24/7 support if needed.

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 FACT SHEET B2BGateway has been doing EDI since 1999, offering EDI and supply chain integration solutions to thousands of clients across the globe. Here are some other interesting facts about our EDI experience:

• GS1 Accredited EDI Solution Provider • 2015 Supply & Demand Chain Executive ‘Pro to Know’ • 2015 CIO Review Top 20 Logistics Technology Solution Provider • B2BGateway processes over $30-billion dollars in client / TP transactions each month. • Thousands of client / TP partner relationships worldwide.


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TRADING PARTNERS

B2BGateway.Net currently supports over 25,000 EDI relationships and presently works with hundreds of trading partners. See our full list of Trading Partners across all verticals at

www.b2bgateway.net/tradingpartners.asp - New trading partner relationships are added daily.

http://www.b2bgateway.net/tradingpartners.asp

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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 for human error.

2. Integration – EDI allows true integration with all relevant parties/systems in your supply chain: 3PL, WMS, ERP…..

3. Greater Speed – Electronic almost real time communications.

4. Faster Payments – EDI speeds up your ‘Order to Payment’ cash cycle with you Trading Partners.

5. Environmentally Friendly – EDI removes the need for paper and printing. This not alone helps the environment but can drastically reduce your overall costs.

TOP 5 ADVANTAGES OF EDI

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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)

Web: www.B2BGateway.Net

Email: [email protected]

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