QuickBooks EDI for Intuit Partners · • Pre-sales support calls –wellbe happy to jump on a lead call with you and be your EDI support department. Very little notice needed. •

QuickBooks EDI for Intuit PartnersA simple guide to the advantages of becoming a

B2BGateway QuickBooks EDI VAR

Jon BellemoreSales & 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 DifferenceExperience

Capabilities

Full IntegrationCustom ServiceRecent Improvements

Pricing Structure

History of B2BGateway.NetEDI 101 – ‘The Basics’Reseller SignupQuestions and AnswersThank you for attending

401-491-9595 x 5

[email protected]

Today’s presenter and agenda

2ADVANTAGES OF BEING A QuickBooks VAR | B2BGATEWAY.NET

Jon BellemoreB2BGateway 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 willdo all we can to help you make additional income while at the same time providing excellent serviceand support for your clients.

We offer these great benefits:

• Industry leading commissions over a prolonged period.

• Pre-sales support calls – we’ll be happy to jump on a leadcall with you and be your EDI support department. Verylittle notice needed.

• Post-sales care – after you’ve made the sale, you’ll be ableto rest assured that your clients will be well taken care ofby our dedicated team of setup support engineers and ourRapid Response Team.

If you have any questions, just give us a call and we’ll be happyto help. We will explain the EDI process to your prospects soyou don’t have to!

Call anytime, 401-491-9595x5 or email [email protected]


What does EDI mean to your QuickBooks client?

4

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

Who needs EDI?

Suppliers and distributors to the following industries are most often required to useEDI to do business. Here is a short list of common EDI trading partners that may requireyou to trade using EDI.

B2BGateway.Net is not just a data mover but rather an onlinedata conversion engine. Each trading partner (TP) will readdocuments differently therefore in order for your QuickBooks to“read” them correctly, B2BGateway’s servers “translate” thesedocuments into a format that is compatible to your QuickBookssystem.

EDI 101 FOR QuickBooks | B2BGATEWAY.NET

B2BGateway has been doing EDI since 1999, offering EDI and supply chain integration solutions toQuickBooks 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-billiondollars in client / TP transactions each month.

• Thousands of client / TP partner relationships worldwide.

• Over 400 B2BGateway / QuickBooks mutual clients includingSouth Coast Paper, 600lb Gorillas, Linus and many others…

The B2B difference – unparalleled experience

5EDI 101 FOR QuickBooks | B2BGATEWAY.NET

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

The B2B difference – full featured capabilities

6

EDI Capabilities

• 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.

Additional Features

• 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.


How does b2bgateway EDI work with QuickBooks?


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.



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.



Step Number 3:• Documents can be viewed, edited, printed or archived with a single click.



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



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)



Need ASNs or Labels?• 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

13

Let’s focus on the integration with a 3PL or Third Party Logistics provider and some other tradingpartner. A 3PL integration requires special, industry specific documents so let’s take a look at the typicalEDI document flow.

1. A Purchase Order (850) is sentfrom Trading Partner toQuickBooks user and isimported into QuickBooks as aSales Order (850).

2. The Sales Order is pulled fromQuickBooks based on pre-determined criteria and sentas a Warehouse Ship Order(940) to the 3PL.

3. The 3PL returns a WarehouseShip Advice (945) whichB2BGateway sends to the TP(if required) as an AdvanceShip Notice (856) and alsofulfills the sales order inQuickBooks.

4. The QuickBooks user createsan Invoice (810) in QuickBooksand based on the query rulesestablished it will be pulled byB2BGateway and sent to theTP as an Invoice (810).

(Third party logistics – 3PL)(2

) W

are

house

sh

ip o

rde

r

(3) Warehouse

Ship Advice

(1) Purchase order

(Box store retailer)

(1)

Sa

les o

rde

r

(3)

Fu

lfill

ed

Sa

les O

rde

r

(3) Advance ship notice

(4)

invo

ice

(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 QuickBooksand we will continue to do so in the future.

The B2B difference – first class customer service

14

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.

B2BGateway has developed two new teams tohelp clients with setting up and maintainingtheir trading partner relationships.

These new teams have been established atB2BGateway in order to reduce response timesand decrease relationship setup times. The newRapid Response Team, known as RRT, hasbrought the average response time down to2:46 (two hours and forty six minutes) and thenew setup team has decreased setup times by45%.


B2BGateway has developed a number of improvements during 2013.

The B2B difference – recent improvements to our systems

Rapid Response TeamThe RRT as it’s commonly called was introducedto enhance our existing support system and toreduce task resolution times. Since the RRT wasimplemented, responses to tickets are down toan average of 2-hours and 46-minutes.

Setup Queue Progress BarsIn order to expedite our existing setup queuesystem and to provide our clients with moretransparency in the setup process, B2BGatewayis proud to announce our new Setup Queue.This system has been designed with progressbars and detailed information to keep our clients“in the know” and on track with each setup theyinitiate.







Warehouse Support Site 2.0Our WSS 1.0 was lacking some key features sowe decided to start from the bottom up andcreated a faster, smarter and more efficient WSSmaking it easy for warehouse employees to getorders out correctly and on time. Once loggedin, the personalized layout learns from yourevery move.

Online Inquiries and Support ChatSince EDI is done on the computer, why shouldyou have to pick up the phone to contactsupport? Now you don’t have to! Our newinstant chat features for both sales and supportquestions allows leads and clients to speakdirectly to a sales or support staff memberimmediately. Alternatively, they can send a noteand it will be directed to the appropriate partyand addressed within 24 business hours.


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

The B2B difference – pricing structure

18

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/$129per month

EDI Transactional Fee $0.06 / SKU line

997 Functional Acknowledgements(fully managed)

Free

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 longway and is constantly evolving with the technologyavailable to us. We strive to make EDI as easy andefficient as possible for our clients.

Fun Facts about B2BGateway• Founded as “Shannon Systems LLC” in April

1999 in Boston, MA.

• Focused efforts as a software developmentcompany.

• “B2BGateway” was a product developed in2000 but has become synonymous with thecompany name.

• We currently have offices in Boston and RhodeIsland, USA.

• International offices are also located inShannon, Ireland and Sydney, Australia.

THE HISTORY OF B2BGATEWAY


Short history of EDI


• 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-12was created to be a globalstandard. More standardseventually came along, andmost companies customizethem to fit their needs.From that more standardswere developed.

In addition to X-12, otherstandards exist as well asdifferent formats for eachstandard!

Different standards & Communication methods OF EDI

21

AS2VANFTP

HTTPFTPs

ANSI ASC X12UN/EDIFACT

EANCOMTRADACOMS

XMLODETTEoioUBL

EDI is not an out-of-the-box solution. Many procedures, standards and protocols must be put in placefor you to trade successfully with your Trading Partner(s). Each Trading Partner may have their ownstandards, protocols and documentation that they wish to trade. These Standards may include ANSI ASCX12, UN/EDIFACT, TRADACOMS, XML, ODETTE and Protocols (communication methods) could includeAS2, VAN, FTP, HTTP etc.

Overall, implementing the above standards and protocols can become quite a dauntingtask for any organization, but one that B2BGateway.Net will take care of on your behalfin a timely, hassle free manner.


What is EDI? It sounds simple…

22

Retailer

Retailer

QuickBooks

user

EDI (Electronic Data Interchange) is defined as the structured transmission of data betweenorganizations 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.


But it can be very complex

23

Each trading partner specifies their required communication method and which documents theyrequire 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. 5010Encryption

SoftwareAnnual LicensingSoftware Certification

Van

Software

Mailbox Setup Mailbox Fees X-12 Ver.

4040

Mapping

Tools

Modem

Phone

FTP

Server

FTP

SoftwareSoftware

Credential

X-12 Ver.

4010Mapping

Tools

Consultant

Fees

FTPS

SoftwareEncryption

SoftwareSoftware

Certificate

X-12 Ver.

3040

Mapping

ToolsConsultant

Fees

QuickBooks user

AS2 Server AS2 Software X-12 Ver. 5010Encryption

SoftwareAnnual LicensingSoftware Certification

Van

Software

Mailbox Setup Mailbox Fees X-12 Ver.

4040

Mapping

ToolsModem

PhoneFTP

Server

FTP

SoftwareSoftware

Credential

X-12 Ver.

4010

Mapping

Tools

Consultant

FeesFTPS

SoftwareEncryption

SoftwareSoftware

CertificateX-12 Ver.

3040

Mapping

ToolsConsultant

Fees

Consultant

Fees

Consultant

Fees

B2bgateway makes it easy for youAS2

Van

FTP

FTPS

QuickBooks user

Consultant

Fees

Consultant

Fees


Example of raw EDI data – very confusing!

24

DOCHDR5088942168 TINVBEG5088942168 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 222222SHPDTE5088942168 22222220120430TRMDTE5088942168 22222220120501SHPPAY5088942168 222222 CARIER5088942168 222222ITEMLN5088942168 222222 4EA 22222222674222222222225 4 0001ITMDES5088942168 222222 JuiceITMDET5088942168 222222 EA 0.05 ITEMLN5088942168 222222 4EA 222222220013 4 0002ITMDES5088942168 222222JuiceITMDET5088942168 222222 EA 0.1 ITEMLN5088942168 222222 4EA 2222222201822222222264 4 0003

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


EXAMPLE OF EDI DATA FLOW

25

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 – Invoice846 – Inventory Inquiry850 – Outgoing PO / Incoming SO852 – Product Activity Data

856 – Advanced Shipping Notice860 – Purchase Order Change940 – Warehouse Ship Order945 – Warehouse Ship Advice

850

856

850

810

846

846

(Box store retailer)

(ecommerce shopping cart)

(factory)(Third party logistics – 3PL)

(QuickBooks user)

(Online retailer)


If you are interested in becoming a B2BGateway EDI reseller, it’s simpleto join. Navigate to the reseller section of our website and fill out theshort form. The link can be found under “pricing” on our website.

www.b2bgateway.net/resellersignup.asp

Join the b2bgateway reseller team today


This is a short video explaining what EDI(Electronic Data Interchange) is and how itworks. If you have any questions, please askany one of our sales associates and we willbe happy to answer all of your questions.You can contact us by any of the methodsdescribed above. We look forward toworking 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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+1 401 491 9595

[email protected]

t

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+45 22 23 99 88

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+61 29007 2497

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