edi desktop functionality. edi desktop is an environment for sites that must comply with retail or...

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VIRTUAL LOGISTICS INC. EDI DESKTOP EDI Desktop Functionality

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Page 1: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

VIRTUAL LOGISTICS INC. EDI DESKTOP

EDI Desktop Functionality

Page 2: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

WHAT IS EDI DESKTOP & WHAT DOES IT DO?

EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements.

EDI Desktop can be used, as a front end validation system integrated to your current ERP or as a stand alone application used with an on premise EDI system or a hosted on network translation service.

Page 3: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

WHAT IS EDI DESKTOP & WHAT DOES IT DO?

EDI Desktop handles inbound 850s, 875s, 860s, and outbound 855s, 810s, 880s, 882s, and 865s as well as non-detail and detail 856’s with bar coding. These EDI transactions must be translated by an EDI translator into the EDI Desktop file layouts.

Page 4: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

EDI DESKTOP - WELCOME

This is the welcome screen of EDI Desktop.

Page 5: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

EDI DESKTOP – MAIN MENU

This is the main menu of EDI Desktop. From here we can begin the tour of EDI Desktop. From the Main Menu, all functions within EDI Desktop can be accessed.

Page 6: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

SYSTEM SETUP

The system setup subsystem in EDI Desktop is used to setup the environment for all inbound and outbound processes.

Setting up the system parameters is the first step in configuring the EDI Desktop system.

Page 7: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

EDI DESKTOP – SYSTEM SETUP WINDOW

System parameters such as company name, logo, date format, ASN counters ect. are setup here.

Page 8: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

EDI DESKTOP – DATABASE WINDOW

Retailers, ship to addresses, products, buy codes, transporters, invoice charges and tax tables are setup here.

Page 9: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

EDI DESKTOP – INBOUND MENU

Inbound functions include the import of translated EDI files, Excel spreadsheets, CSV files and XML, the viewing of newly imported orders as well as the order summary and individual orders.

Page 10: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

EDI DESKTOP – OUTBOUND MENU

Outbound Functions include the building of ASNs, order confirmations and invoices as well as printing of labels and the export of data to the EDI Translator.

Page 11: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

EDI DESKTOP – REPORTS MENU

The Reports windows gives you access to all of EDI Desktop reports. These include: retailer item reports, item summaries, outstanding orders, new orders by customer, new orders, orders by ship to by PO numbers, orders by Item/SKU by program, orders by ship date by Item/SKU.

The Reports menu will appear on the side when applicable. All reports are generated using Crystal Reports.

Page 12: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

EDI DESKTOP – IMPORT DOCUMENTS

Purchase order and purchase order change data that has been translated is selected for import.

Page 13: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

EDI DESKTOP – IMPORT SUMMARY

Once the data has been imported, the system shows you what has been imported and allows you to print out summary reports or the sales orders.

Page 14: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

EDI DESKTOP – ORDER SUB SYSTEM

Once an order has been imported it can be viewed, modified and printed. This order is the basis of building the ASN.

Page 15: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

EDI DESKTOP – ORDER SUB SYSTEM

The order subsystem is EDI Desktop allows you to do the following tasks:

View POs, handle PO changes dynamically, and all details related to those orders and changes.

View packing detail. Print a number of operational reports

including packing slips and purchase orders.

Page 16: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

EDI DESKTOP – ADVANCED SHIPMENT NOTICES

All ASN functions are accessed via the icons on the left hand side of the screen.In the next screens we will look at the various ASN structures. These are all supported by EDI Desktop.

Page 17: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

STRUCTURE OF THE ASN

Standard Carton Pack

General Shipment

Order Level

Item Level

Pallet Level

Carton Level

Page 18: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

STRUCTURE OF THE ASN

Standard Carton Pack

Order/Orders

General Shipment

Item 1 Item 2 Item 3

1 2 3

Pallet 1 Pallet 2 Pallet 3

Carton 1,2,3,4 Carton 5,6,7,8 Carton 9,10,11,12

4 5 6 7 8 9 10 11 12

Page 19: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

STRUCTURE OF THE ASN

Pick and Pack

General Shipment

Orders

Pallet Level

Carton

Item

Page 20: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

STRUCTURE OF THE ASN

Pick and Pack

Order/Orders

General Shipment

Carton 1 Carton 2 Carton 3

Item 1 Item 2 Item 3 Item 4 Item 5

1 2 3

Page 21: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

EDI DESKTOP – BUILDING AN ASN

EDI Desktop follows the structure of the ASN, so we start by selecting the retailer.

Page 22: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

EDI DESKTOP – BUILDING AN ASN

The ship-to location is chosen.

Page 23: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

EDI DESKTOP – BUILDING AN ASN

All general shipment information including the transporter, shipment date, pack method and bill of lading is entered.

Page 24: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

EDI DESKTOP – BUILDING AN ASN

Purchase orders to be shipped on this ASN are now selected.

Page 25: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

EDI DESKTOP – BUILDING AN ASN

The purchase orders by ship date to be shipped on this ASN are then selected.

Page 26: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

EDI DESKTOP – BUILDING AN ASN

The ASN must be given a number. This number becomes the BSN02 in the EDI message.

Page 27: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

EDI DESKTOP – BUILDING AN ASN

We are now ready to pack our shipment!

Page 28: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

EDI DESKTOP – PACKING-THE RESULTS

Page 29: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

EDI DESKTOP – PRINTING LABELS

Carton Number UCC128

Number

UCC128 or MH10 labels must now be printed for shipment. We will now generate the labels.

Page 30: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

UCC 128 BARCODE SHIPPING LABELFROM/DEFASHION APPAREL2749 SPADINAGARMENT CITY ONCANADA M1L 1N8

TO/A XYZ STORESCROSSROADS SHOPPING CENTRE1209 WESTON RDFASHION CITY ON M1L 1N8

CARRIER

PRO BILL #BILL OF LADING #PIECE COUNT

(420) M1L 1N8

(00) 0 0052177 513895717 2

MARK FOR/MARQUEPOUR

0401(91) 0401

Mutually defined by trading partners may be divided

Unique Serialized Carton Number (UCC128 barcode)

General Shipment Information

Ultimate Receiver

Page 31: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

EDI DESKTOP – ASN EXPORT

Once the UCC 128 labels have been fixed to the correct boxes, your ASN is ready to be exported and translated into EDI for transmission to the retailer.

Page 32: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

EDI DESKTOP – INVOICE SUBSYSTEM

Invoices can be generated within EDI Desktop

Page 33: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

EDI DESKTOP – INTEGRATION

EDI Desktop imports and exports flat files produced by the Liaison Delta EDI Translator or other compliant EDI translator.

EDI Desktop uses Label Matrix to print UCC128 and MH10 labels. Label Matrix is called seamlessly by EDI Desktop.

EDI Desktop can be used as a validation centre for all EDI Data Prior to it being exported to an accounting system.

Page 34: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

EDI DESKTOP – DATA VALIDATION

Page 35: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

EDI DESKTOP – OTHER FEATURES

Multi Company Capability.

Multi User Login.

Detailed activity logs as well as error trapping.

MS SQL Server2005 or better database.

Page 36: EDI Desktop Functionality. EDI Desktop is an environment for sites that must comply with retail or grocery industry EDI requirements. EDI Desktop can

VIRTUAL LOGISTICS INC.3190RIDGEWAY DR., UNIT 35MISSISSAUGA, ON, L5L 5S8, CANADATEL: 905-814-1790WWW.VIRTUALLOGISTICS.CABLOG.VIRTUALLOGISTICS.CA

This presentation has been brought to you by your EDI consultants at Virtual Logistics Inc. If you have any further questions regarding EDI Desktop, or EDI itself, please feel free to contact us using the information below.