A Presentation of the Functionality of EDI Desktop

1
EDI Desktop

• A Presentation of the Functionality of EDI Desktop

Presented by
2
What is EDI Desktop andWhat Does it Do?

• EDI Desktop is an open environment for sites that
  must comply with retail or grocery industry EDI
  requirements including bar code label compliance.
  
• EDI Desktop can be used, both in parallel with
  your current application system or as a stand
  alone application.
• EDI Desktop handles inbound 850/875, 860, and
  outbound 810/880, 882, and 865 as well as
  non-detail and detail ASNs 856s with bar
  coding.

3
EDI Desktop
This is the main menu of EDI Desktop. From here
we can begin the tour of EDI Desktop.
4
Main Menu

• From the Main Menu, all functions within EDI
  Desktop can be accessed.
• System Setup.

5
System Setup

• The System Setup subsystem in EDI Desktop is used
  to setup the environment for all processes.
• Setting up the system parameters is the first
  step in configuring the EDI Desktop system.

6
System Setup Window
System Parameters such as company name, logo,
date format, ASN counters are setup here.
7
Database Window
Retailers, Ship to Addresses, Products, Buy
Codes, Transporters, Invoice Charges and Tax
Tables are setup here.
8
Inbound Window
Inbound Functions include the import of
Translated EDI and XML, the Viewing of Newly
Imported Orders as well as the Order Summary and
Individual Orders.
9
Outbound Window
Outbound Functions include the Building of ASNs
and Invoices as well as Printing of Labels and
the Export of data to the EDI Translator.
10
Reports Window
The Reports Windows gives access to all of EDI
Desktop Reports. These include Retailer Item
Report, Item Summary, Outstanding Orders, New
Orders by Customer, New Orders,Orders by Ship to
by PO Number, Orders by Item/SKU by Program,
Orders by Ship Date by Item/SKU..
All Reports are Generated using Crystal Reports.
11
How Does EDI Desktop Work ?
Purchase Order and Purchase Order Change Data
that has been Translated is selected for import.
12
Import Summary Window
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.
13
Sales Order Summary Report
14
Order Sub System
Once an Order is in Desktop it can be viewed,
modified and a sales order can be printed. The
order is the basis of building the ASN.
15
Order Sub System

• The order sub system in EDI Desktop Allows you to
  do the Following Functions
• View POs, PO Changes, and all details related to
  those orders.
• View Packing Detail.
• Print a Number of Operational Reports including
  Packing Slips.

16
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.
17
Structure of the ASN(Standard Carton Pack)
General Shipment
Order Level
Item Level
Pallet Level
Carton Level
18
Structure of the ASN(Standard Carton Pack)
General Shipment
Order
Item 1
Item 2
Item 3
Pallet 1
Pallet 2
Pallet 3
Carton 1,2,3,4
Carton 5,6,7,8
Carton 9,10,11,12
1
2
3
4
5
6
7
8
9
10
11
12
19
Structure of the ASN(Pick Pack)
General Shipment
Orders
Pallet Level
Carton
Item
20
Structure of the ASN(Pick Pack)
General Shipment
Order/Orders
Carton 1
Carton 2
Carton 3
1
2
3
Item 1
Item 2
Item 3
Item 4
Item 5
21
Building an ASN
EDI Desktop Follows the Structure of the ASN so
we start by Selecting the Retailer.
22
Building an ASN (Contd)
Ship To Location is Chosen.
23
Building an ASN (Contd)
All General Shipment Information including the
Transporter, Shipment Date, Pack Method, and Bill
of Lading is required.
24
Building an ASN (Contd)
The Purchase Orders to be shipped on this ASN are
now Selected.
25
Building an ASN (Contd)
The Purchase Orders by Ship Date to be shipped on
this ASN are then Selected.
26
Building an ASN (Contd)
The ASN must be given a Number. This number
becomes the BSN02 Element in the EDI Message.
27
Building an ASN (Contd)
We are now Ready to Pack our Shipment.
28
Packing an ASN
ASNs can be Packed in a Number of Different Ways
Depending on how you ship your Products to the
Retailers you Sell to.
29
Factory Pack
30
Manual Pack
31
Speed Pack Wizard
32
Factory Pack The Results
33
Factory Pack The Results (Contd)
34
Factory Pack Printing Labels
UCC128 or MH10 Labels must now be Printed for the
Shipment. We will now Generate the Labels.
35
Factory Pack Labels
UCC128 Number
Carton Number
36
UCC 128 Barcode Shipping Label
General Shipment Information
Ultimate Receiver
Unique Serialized Carton Number UCC128 Symbology
37
ASN Export
Once the UCC 128 Labels have been fixed to the
Correct boxes your ASN is ready to be Sent to the
EDI Translator for Transmission to the Retailer.
38
EDI Desktop - Integration

• EDI Desktop Imports and Exports flat files
  produced by the Softshare 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.

39
EDI Desktop - Other Features

• Built FTP client for communication of flat files
  to a central location for processing.
• Multi Company capability.
• Multi User Login.
• Detailed activity logs as well as error Trapping.
• Scanner Interface Module for Automated Warehouse
  Picking. Used in Manual Pack Environments.

40
Virtual Logistics Inc.
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 visit us on
the Internet at WWW.VIRTLOGIC.CA or call us at
905-814-1790. EDI Desktop is a product Designed
and Developed by Virtual Logistics Inc.