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Agenda K3 Product Investment Working Together Current Product Set RMS Connect Sales Forecasting Invoice Matching Credit Control (Demonstration) On the Roadmap Telesales Inc. Credit Card Handling & Promo Pricing Generic Carrier Integration And many more……… Credit Hound (Thomas Bedford)

RMS Connect

Sales Forecasting Sales Forecasting provides a dynamic calculation of projected future Sales Demand based on Sales History and/or future Sales Budgets, for a given Item or Stock Keeping Unit. The Forecast can be calculated for a single Item or range of Items and can be passed as Demand directly within the Requisition Worksheet Calculate Plan process, or via a Production Forecast. Business Benefits Fast and efficient management of Customer specific Sales Budgets. Dynamic calculation of Sales Forecasts based on Sales History and/or future Sales Budgets. User defined Sales History Uplift factors to drive planned growth in product sales. Forecasting for new products based on Sales History for Similar Products. Forecast Consolidation drives both Manufacture (via standard MPS/MRP) or Purchase suggestions

Invoice Matching K3 Invoice Matching provides automated 3- way matching of Supplier Purchase Invoices against Goods Receipts and Purchase Orders. Matching is carried out at line level and invoices are automatically posted where quantity or value variances are within user defined tolerances. Out-of-tolerance Invoices are automatically routed to associated purchasers for selection of appropriate resolution action. Benefits Significantly reduces effort required to process Purchase Invoices. Removes requirement to find and match stock receipts manually. Batch matching supports the processing of high volumes of inbound Invoices reducing Accounts Payables overhead, time to complete, and delivers increased accuracy. Automatic posting of matched or “within tolerance” Invoices without user intervention. Delivers consistency in issue resolution. Supports matching of consolidated invoice scenarios:- One invoice to many Purchase Orders and/or Receipts Supports a range of Purchase Invoice capture scenarios:-EDI / XML / Bespoke integration Optional Document Management / OCR integration Manual input of Supplier Invoice

Credit Control K3’s Credit Control Dashboard extends the Dynamics NAV sales ledger functionality to aid and assist credit controllers in the collection of outstanding debts - all built with screens specifically designed with the needs of the credit controller in mind. The dashboard provides a clear and concise aid to managing customer debt delivering all the information required to engage with your customer in single cockpit view. Business Benefits Consolidated cockpit view for customer debt and open orders. Recording and tracking payment promises. Automated process for blocking customers based on available credit. Key Features Recording payment promises (Value and Promise Date) and associated comments. Summary view by customer Open and overdue items Open and overdue promises Assignment of multiple credit controllers;(controller assigned to each customer). ing copy documents in PDF format. Recording credit control comments against customer account. Credit hold & release for open orders with associated comments and audit trail. Batch automatic blocking of customers & credit hold of open orders based on credit limit.

Credit Control Demonstration (Sarah Harrison)

Roadmap Telesales (inbound and outbound) Promotional Pricing Credit Card Handling Carrier Integration Full suite of carrier fully integrated with NAV

Credit Hound Presentation – Thomas Bedford

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