Channel Partner Conference 2013 Yarra Valley ABM Annual Channel Partner Conference 2013 WELCOME

Channel Partner Conference 2013 Yarra Valley

AGENDA - Wednesday WELCOME 1115 – 1230ABM – 1315LUNCH REPORTS 1345 – 1430DEVELOPMENT DIRECTION 1430 – 1500ABM 8 APP 1500 – 1530Afternoon Tea 1530 – 1600MANUFACTURING &TMS 1600 – 1645ALCHEMEX ABM SUITE & IMPORT COSTING 1900DINNER -YARRA RESTAURANT

Channel Partner Conference 2013 Yarra Valley AGENDA - Thursday DEVELOPER SESSION 0915 – 1030ABM SALES LINK & CASE STUDY 1030 – 1045Morning Tea in the Conservatory SP NET 1130 – 1200ACTIVITY 1200 – 1230COLLABORATION 1230 – 1315Lunch in the Conservatory 1315 – 1345COLLABORATION 1345 – 1445ABM SERVICE GOLD CLUB/PRICE LIST/BM Afternoon Tea in the Conservatory

Channel Partner Conference 2013 Yarra Valley AGENDA - Thursday HOSTING 1545 – 1600ABM EDI 1600 – 1700ABM PAYROLL 1900Dinner in the Conservatory

Channel Partner Conference 2013 Yarra Valley AGENDA - Friday DISCUSSION 1000 – 1030WIKI 1030 – 1045INTERCOMPANY TRANSACTIONS MULTI COMPANY REPORTING 1100 – 1130Morning Tea in the Conservatory 1130 – 1200ABM POS 1200 – 1230eCOMMERCE 1230 – 1300CONFERENCE CONCLUSIONS 1300 – 1400Lunch in the Conservatory 1400BUS DEPARTS

Channel Partner Conference 2013 Yarra Valley ABM Annual Channel Partner Conference 2013 New Features since ABM 7

Channel Partner Conference 2013 Yarra Valley Reorder Wizard Improvements Users can choose to base reordering on sales at a specific location or all locations Users can select the number of months over which they wish to maintain stock levels

Channel Partner Conference 2013 Yarra Valley Reorder Wizard Improvements A column chooser is now provided for the main grid The main grid displays faster The date of generated purchase orders and requisitions can now be selected. More information is shown in the Excel spreadsheets

Channel Partner Conference 2013 Yarra Valley ABM7 enhancements Customer and Supplier Viewers –option to stop automatic recalculation to speed up processing. Scanning added as part of ABM as opposed to a separate installation.

Channel Partner Conference 2013 Yarra Valley Desktop CRM Attachments on activities can be viewed from activities Viewing and selecting to-do list through view menu

Channel Partner Conference 2013 Yarra Valley Desktop CRM Campaign mail-outs and with attachments User addresses controlled Editing CRM Category names

Channel Partner Conference 2013 Yarra Valley Security Security added for exporting lists to excel

Channel Partner Conference 2013 Yarra Valley ABM 7 Enhancements Advanced Find shows product codes and names for serial/lot numbers Shows kit items on invoices previously delivered Display a list of invoices before processing recurring billing

Channel Partner Conference 2013 Yarra Valley Barcode Scanning of Serial Numbers In sales and purchases: It is easier to use barcode scanners which are set up to read the serial number followed by an enter character. The change is automatic in sales while a new checkbox has been added in purchases.

Channel Partner Conference 2013 Yarra Valley CopyQuery switch The “CopyQuery”switch shows how ABM calculates the data shown in the various master file and transaction lists. Query text is automatically copied to the clipboard.

Channel Partner Conference 2013 Yarra Valley Commas in Addresses The address format in ABM has changed to conform with outlook and current Postal requirements. Commas are no longer added to the end of each line

Channel Partner Conference 2013 Yarra Valley Customer Notepads Two separate notepads on each customer 1.accounting notes 2.sales notes. contacts also now have two notepads.

Channel Partner Conference 2013 Yarra Valley ABM 8

Channel Partner Conference 2013 Yarra Valley Update of development tools Latest components are now used Connectivity opportunities (eg. external web services) Improved SQL database drivers

Channel Partner Conference 2013 Yarra Valley Multi-tier application development

Channel Partner Conference 2013 Yarra Valley Fresh look and feel Ribbon Menus replace toolbars Ribbons minimized if functions rarely used Updated style Fresh set of graphics Company colours more obvious and no more skins

Channel Partner Conference 2013 Yarra Valley Colours

Channel Partner Conference 2013 Yarra Valley Products Bulk Delete Product utility now records full details in the Activity Log New security right to specifically allow writing off stock (transferring to Elsewhere).

Channel Partner Conference 2013 Yarra Valley Lot Tracking Use by date for lot tracked products can be no longer edited when processing a sales transaction (Serial number warranty date still can be)

Channel Partner Conference 2013 Yarra Valley Job Costing WIP write-off process available when closing jobs or as needed

Channel Partner Conference 2013 Yarra Valley Manufacturing Manufacturing sites now have a Manufacturing section on the Business Today screen Quickly process a new production run Integrated with sales order processing to create new production runs for manufactured items Works with Warehousing module

Channel Partner Conference 2013 Yarra Valley User log in Can now be linked to Windows user account so log in occurs automatically

Channel Partner Conference 2013 Yarra Valley User log in Can now change user without exiting ABM

Channel Partner Conference 2013 Yarra Valley User log in Register and activate the software and manage logins from the company screen.

Channel Partner Conference 2013 Yarra Valley Customers Recent Sales List includes the description from the transaction and the invoice number

Channel Partner Conference 2013 Yarra Valley Products Locations grid moved to the first page, with totals over all locations at the top of the list

Channel Partner Conference 2013 Yarra Valley Serial / Lot Tracking New property for use-by date period per product

Channel Partner Conference 2013 Yarra Valley Serial / Lot Tracking Recurring billing will no longer allow invoicing of quotes with tracked items.

Channel Partner Conference 2013 Yarra Valley Transactions Transaction details screen now shows unit of measure, sales analysis code and location for line items

Channel Partner Conference 2013 Yarra Valley Transactions Order tracking screen now has option to show entry user and entry date/time

Channel Partner Conference 2013 Yarra Valley Job Costing Jobs can now have a status of Stopped, preventing additional costs from being loaded.

Channel Partner Conference 2013 Yarra Valley Job Costing Unit cost is now available in the column chooser on job transactions list.

Channel Partner Conference 2013 Yarra Valley Job Costing Work in Process adjustments from purchase transactions no longer show separately.

Channel Partner Conference 2013 Yarra Valley Cashbook Customer’s payment method is now remembered for next time.

Channel Partner Conference 2013 Yarra Valley Tax ATO Subcontractor Taxable Payments Reporting can be submitted electronically (available in ABM 7 SP5)

Channel Partner Conference 2013 Yarra Valley Drill down to bills of material details

Channel Partner Conference 2013 Yarra Valley Production run details

Channel Partner Conference 2013 Yarra Valley Production run list

Channel Partner Conference 2013 Yarra Valley Alchemex Quick access to installed reports Access to Report Manager and Community

Channel Partner Conference 2013 Yarra Valley Cashbook SEPA format now supported for European Electronic Banking (available in ABM 7 SP5)

Channel Partner Conference 2013 Yarra Valley Reports

Channel Partner Conference 2013 Yarra Valley Sales Link Sales tool for Reps: to be demonstrated tomorrow (Thursday) Transaction import and data export enabled

Channel Partner Conference 2013 Yarra Valley Mobile Application Development Application Server under development Product Viewer iPad application

Channel Partner Conference 2013 Yarra Valley ABMQuickSalePOS ABMQuickSale program removed. Replaced by ABMQuickSalePOS with the POS functions hidden.

Channel Partner Conference 2013 Yarra Valley Thank you

Channel Partner Conference 2013 Yarra Valley ABM Annual Channel Partner Conference 2013