QAD Midwest Users Group Arm & Empower Your Sales Force with Real-Time Access to QAD Presented By: Steve Cromer – Stein Industries Inc Nancy McCrimmon – 32 Soft

Speaker Intro Nancy McCrimmon Sr. Project Manager – 32Soft 20 yrs + in Operations & Process Improvement Systems Implementations 32Soft Helping QAD users since 2001 Core products – Excel data loaders Customers - Global

WHAT IS CWC Online self serve site targeted towards external users without direct access to QAD Simplified and easy to use interface for users to view, track, enter and print orders and invoices as well as quotes and RMA requests Has built in security to filter information for different groups of users

WHAT IS CWC

WHAT IS CWC

WHAT IS CWC

WHAT IS CWC

CWC FEATURES Track orders throughout the fulfillment process Query availability and pricing of items Submit quote requests and convert approved quotes into orders directly into QAD Sales Order Maintenance Query invoiced orders and submit RMA requests Run reports online Restrict information based on user role Allow online registration and approval process Require minimal maintenance by IT

Speaker Intro Steve Cromer Director of IT, Stein Industries, Inc. E-Switch Carlson AirFlo Carlson JPM Store Fixtures Procom Global Logistics About 130 employees total Global company US, Singapore, China Small IT Staff QAD Analytic/Programmer QAD vendors QAD 2013 Standard Edition, recently upgraded from 2009 Standard Edition Using 2.9.6 .netui, running on Linux platform, Progress 10.2B My second upgrade of QAD

Synopsis E-Switch had a complex Extranet site, that was no longer maintainable Site was used by internal sales force, and external Reps, and Distribution companies. Items of importance: Pricing, with price lists applied Split commission forms for Reps Tracking Split commission submissions Order tracking for internal sales force on the road Order tracking for Distribution companies Simple marketing items Ability to view PDF drawings from the public site Being able to apply security to users so they didn’t see all orders and items

Alternatives QAD SSM portal. Custom programming, with Q-extend. Looked at traditional Web programmers, with QAD integration. Engaged other QAD vendors Traditional EDI transactions Mobile application

Solution 32Soft Customer Work Center Flexibility Main platform was already built Modules were flexible to add or remove Integrated with QAD without any large customization Ability to use it for other divisions in accordance with their specs. Performance on QAD wasn’t compromised.

Demo

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Customer Work Center 32Soft Flexible Sustainable Ability to Support Simplify Data Management in QAD or Standalone