Endoxa EDI Concept

Mid-size and smaller companies are often left out of the EDI loop and the inherent cost benefits as they do not have the in-house technical ability to achieve EDI integration. A full supplier portal is also too expansive considering their level of business. For these organizations, we have developed an Endoxa Portal in the cloud for companies to receive and send EDI documents e.g. Orders, Invoices, ASN, Good Receipts etc. and be part of the modern supply chain.

Importantly the documents, can interface directly to your accounting system and we provide the integration for this to many popular accounting packages. Simple interface via FTP or AWS is also available.

How to Get Started with the EDI Portal

As a supplier, Endoxa EDI Workflow will enable your business to receive orders automatically into your accounting system without having to manually capture orders from the customer. The system will also send off invoices from your accounting system in real-time to the customer. Endoxa picks up your electronic invoice and forwards it into the customer’s ERP system prior to delivery so that your Proof of Delivery is on time, therefore deliveries are up to date and your company is paid on time.

You will also obtain the following benefits:

  • No installation fees

  • Includes user setup, testing, training and all EDI documents within the electronic trade (Invoices & Orders)

  • On-going support and maintenance on the Endoxa portal

  • Ensuring systems are completely automated

EDI Workflow


Electronic Data Interchange (EDI) is the electronic interchange of business information using a standardised format; a process which allows companies to exchange standard business documents by electronic format (orders & Invoices). EDI operates under two core principles, firstly the exchange of documents take place in a standardised format and secondly, electronic documents replace the need for paper documents. Using these two basic concepts, any business can implement EDI and take advantage of its speed, accuracy, efficiency and cost savings. No EDI software or knowledge is required allowing highly flexible integration of multiple EDI documents and standards between multiple networks, systems and trading partners.

Cloud EDI Solutions


Cloud EDI solutions offer competitive advantage by enabling efficient and cost-effective digital services, helping increase time to market and profitability. After spending hours wading through reams of orders, invoices and data, it’s little wonder that companies actively seek out more efficient ways of handling their transactions. Thankfully, EDI is on hand to manage this, providing a way to improve delivery times, speed up invoice payments, minimise errors and maximise efficiency.

Systems Integration


Cloud based EDI solutions do not have to exist separately from other IT investments. Integrating EDI via systems integration with accounting packages streamlines your business processes, increasing visibility and cadence, whilst reducing costs. Proprietary systems from different vendors can fail to integrate efficiently. Endoxa provides the ‘glue’, enabling organisations of all sizes, regardless of IT deployed, to communicate digitally with each other. We integrate all accounting systems, translate and upload Customer GS1 orders directly into your accounting package. Similarly, the application or the Endoxa Cloud will translate invoices into the GS1 format required by Customer as illustrated below.

The Cloud-EDI application is intended to fast track Customer suppliers onto EDI with minimal effort. The electronic Integration with the customer will simplify business processes between your company and the customer by improving operations, speed up the trading cycle, improve efficiency and provide strategic business benefits.

  • Reduced Costs: Since paper documents are replaced by Electronic Integration you save on the cost of processing and storing paper documents. Many accounting departments devote more than a quarter of their time to error resolution such as quantity and/or price discrepancies.

  • Operational Benefits: Electronic reconciliation of electronic documents means no lost orders or invoices. Most data errors are owing to the incorrect capture of data from a paper document. In the order entry process, these mistakes can result in delivering the wrong product, in the wrong quantity at the wrong price.

  • Faster Trading Cycles: Electronic confirmation of delivery using Electronic Integration means no lost emails or paper invoices. Sometimes it can take weeks before someone discovers that an order or an invoice is missing. In contrast, Electronic Integrated transactions are exchanged in minutes right into your ERP system. A faster trading cycle means faster payments and improved cash flow.

  • Improved Business Efficiency: Streamlining processes with Electronic Integration will act as a business process improvement catalyst throughout the operations of the business. Automating paper-based tasks frees staff to focus on higher-value tasks and improve internal processes. The use of Electronic Integration leads to less reworking of orders and invoices occasioned by the elimination of errors owing to manual data entry. Electronic Integration invoicing enables retailers to process and approve invoice payments faster.

  • Data Security: With full Electronic Integration, in which data flows directly from Customer to your computer, data can be exchanged in a highly secure environment. Corporate auditing is facilitated since all the Electronic Integrated transactions can be made available in reports.

  • Strategic Business Benefits: Exchanging business documents using Electronic Integration will enable your company to adopt a demand driven business model instead of a supply driven model.

Cost


A monthly service fee will be charged for the electronic trade. Cost per month is based on the accounting package, this cost includes installation, user setup, testing, training, EDI document transactions (Invoices & Orders), and on-going customer support. Automated reports are available for your company as soon as you sign up for the electronic trade with the customer. Only once your system integration is complete, we switch to a LIVE environment. Similarly, only after your system is LIVE, will billing commence on a monthly basis.

Integration


The following steps will be followed to integrate your accounting system with the Customer EDI processes:

  • Download and install the Client/Application

  • Setup your company profile

  • Connect the Client/Application to your accounting system

  • Connect your company to the Endoxa portal

  • Update your master data file

  • View, evaluate (and update where required) your electronic invoices

Testing


During the test process, we will:

  • Connect to your system

  • Connect your company to the Endoxa test portal

  • Collect test invoices and pass them to the retailer for validation

  • View, evaluate (and update where required) your electronic invoices

Please contact us to discuss your requirements: sales@endoxa.co.za