Jacksonville, USA - Automating Retail Operations with OpenText & NetSuite EDI Integration

Introduction

A prominent beauty and fashion products distributor for top U.S. retailers needed a simplified way to manage multiple, complex orders. They decided to use OpenText for EDI and worked with one of the Best EDI Integration Companies - Codinix Technologies on EDI implementation and integration with NetSuite ERP to integrate EDI with NetSuite.

Client Overview

The distributor supports top U.S. retailers, including:

• Walmart
• Sally Beauty
• Ulta Beauty
• Family Dollar
• Walgreens

Each partner enforces strict EDI compliance, requiring real-time, seamless exchange of key documents such as purchase orders (850), invoices (810), and advance ship notices (856).

Case Objective

They wanted a NetSuite integrated EDI Solution which would:

• Comply with the individual EDI needs of each retailer
• Automated order entry & invoicing & shipping status
• Enhancement of data accuracy and transaction velocity
• Minimize manual intervention and chargebacks

Technology Used

• EDI Platform: OpenText Trading Grid
• ERP System: Oracle NetSuite
• Data Transformation Tools: ANSI X12
• Communication Protocols: AS2
• EDI Standards: ANSI X12 (850, 810, 856, 940, 945, 855)
• Middleware & Integration: OpenText Integration Hub, NetSuite Connector for OpenText

Challenges

The distributor had several functional problems:

• Manual Work: Orders and invoices were processed manually, resulting in delays and mistakes.
• Compliance Challenges: Every merchant had their own EDI specs.
• Integrations Blank Space: NetSuite didn’t have built-in EDI.
• Limited Visibility: Lack of monitoring of EDI transactions.
• Scalability: Current processes were not scalable against increasing order volumes.

Solution by Codinix

Codinix Technologies being a Leading EDI Integration Service Provider, proposed a strong integration model as follows:

• Complete Integration: Linked OpenText Trading Grid and NetSuite through a certified connector to automate processing of all inbound (850) and outbound (810, 856, 997) documents.
• Custom Mapping & Partner Setup: Custom designed EDI maps for retailers' compliance needs.
• Automated Workflows: Developed NetSuite Workflows to fire EDI events (Invoice Creation, ASN Creation etc.) from the NetSuite system.
• Monitoring & Alerts: Built dashboards for real-time and error alerts.
• Training & Knowledge Transfer: Trained the distributor that the distributor’s team can manage and maintain for continuous EDI operations going forward. 

Results Achieved

• 100% compliance with all retail partners
• 99.8% transaction accuracy
• 40% faster order processing
• 95% reduction in manual intervention
• Zero EDI-related chargebacks
• Enhanced inventory visibility through NetSuite integration

Conclusion

Brining together OpenText EDI & Codinix’s implementation and skills as an EDI Integration Company, they were able to automate the retailer business 100%. The collaboration brought compliance, eradicated chargebacks, increased speed and assurance and established a scalable infrastructure for future expansion. The distributor now conducts its operations more efficiently and confidently across various retail channels with Codinix Technologies at its EDI Integration Service Provider.