Introduction to Elliott V7.1 Edward M. Kwang President

V7.X Requirements Windows 32-Bit Client O/S –Does not support DOS –Does not support Windows 3.X Servers –Windows NT/2000 –Novell Netware PSQL 2000 –Performance improvement –Very reliable Data corruption is almost non-existent

Works with Latest O/S Compatible with the following O/S –Windows 95 –Windows 98 –Windows Me –Windows NT –Windows 2000 –Windows XP Support Terminal and Citrix Server Improved color background for 2000 and XP

New Features in Elliott V7.x Internet ready Customer Relationship Management (CRM) Bank Book is bundled Better performance Better integration with Crystal & ODBC Compatible with V6.7 database – No data conversion. Can run alongside V6.7 Smooth upgrade

Internet Ready Shopping cart solution is ready (Elliott eStore) ActiveX components & Web Services Elliott back end supports internet front end –eContact & Mass –Order and Shipping Acknowledgement –Stock Watch Elliott as an internet client –Links, view map

Customer Relationship Management (CRM) Links – all customer related documents eContacts – tracking contacts for customers, ship-to, orders…etc. Attributes – track additional information about customers without modifications Events – Stock Watch, remind salesman to sell accessories for a main item purchased. Notes – record your conversation Ticklers – remind you to follow up

Better Performance Opens less library files –AR700B.LBR (Base library) –AR700U.LBR (Update library) –AR700E.LBR (Enhancement library) –AR700C.LBR (Custom mod library) COP one phase posting –New Btrieve file handler opens up to 100 files –Takes half the time it use to

Better Integration with Crystal New DDF with views –Ease of use (Users doesn’t need to join tables) –Performance improvements (Joins on server side) –Impose database security through ODBC All ODBC integrations benefit from new DDF

Defining Elliott V7.1 Accounting and Finance Supply Chain Management & Production Customer Relationship Management eCommerce and eBusiness

Accounting And Finance 25 Years of Tradition –MCBA (since 1970s) –Macola (since 1980s) –Elliott (since 1999) Relationship with Macola (Exact) –Pay Macola royalty fees for new sales –We are independent of Macola –We control all aspects of Elliott –Similar to Macola’s arrangement with MCBA

Supply Chain Management & Production EDI Web Interface Remote Sales Order Taking Shipping Management Available to Promise – Real Time MRP Manufacturing Functions

eCommerce and eBusiness Elliott eStore –Requires customers to host web site –Uses ActiveX Elliott eStore.NET –Does not require customer to host web site –Uses Web Services –Implementation more flexible and cost effective than Elliott eStore –Scheduled release 2 nd quarter of 2003

EDI Support 850, 810 and 856 Use Shipping Verification to support UCC-128 label Works with Sales Order Import/Export Add-on modules Netcellent provides EDI mapping services

Web And Supply Chain Elliott eStore –Take orders on the web –Check order status and tracking numbers –Invoice history Web Services –Expose real time inventory –Take On-Line orders

Remote Sales Order Taking “Take An Order” Interface –A Palm Pilot Solution –Take orders at trade shows Sales Order Import & Export –Take orders at trade shows –Traveling salesmen can take orders –Export orders and transfer to central office –Central office imports orders Can add Customers and Ship-To Terminal Service

Notes & Ticklers Notes –Memo –Print on documents Ticklers Management Tools Knowledge Base

The New Tool Bar

Customer Memo Note

Make a Note a Tickler

Examples of Notes –Customers –Vendors –Employees –Salesmen –Items –Sales Orders / Invoice History (Printing) –Purchase Orders (Printing) –A/R Open Items (Collection Notes) –Many more

Supervisor Tickler Function

Drill Down to User EMK

Supervisor Tickler Function

Drill Down to Managers

Drill Down to a Subordinate of a Manager

Outstanding Task List

Tickler Usage A/R Collector’s Follow up Tool –Check is in the mail? Follow up on leads Regular Customer Follow up and Maintenance Customer Services Management Tool

Use Notes for Knowledgebase

Search Key Words

Determine Search Scope

Search Results

Find The Solution

Attributes Available everywhere Notes are available Expand your database without modifications Key CRM feature Works with Mass or Export Processor Attributes have a face lift (GUI) in V7.1

Customer Attribute

Expand DB Without Modifications

Links Similar to notes attached to a master record (i.e. Customers or Vendors). Unlike notes, the information comes from an existing document. Can be Word, Excel, PDF, Images, HTML, or any file on your system. Links can be an URL address, address or an EXE command.

Link – Examples Inventory item images Access item specifications – Help salesman give better information to customers Access customer’s web page – check your customer’s company activities before you call Access customer’s contract documentation Manage correspondent with customers Much, much more…

Special Links Yahoo Map or Map Quest –Elliott V7.0 uses Yahoo Map –Elliott V7.1 uses Map Quest by default System Links –Links available anywhere

Customer Links

Check Customer’s Web Site Before You Call

Get a Map Before You Visit a Customer

How About Aerial Photo?

Item Links

Stock Status Inquiry

Item Specification Sheet

eContact Key for Elliott web solution Mass database Elliott CRM solution feature In V7.1, address is not mandatory V7.1 provides eContact Manager

Customer Contacts

Contact - General Tab

Contact - Note Tab

Contact - Link Tab

Contact - Attribute Tab

Contact - Order Tab

Contact - Invoice Tab

Execute Contact Manager

Contact Manager

Sorting & Searching

Drill Down to Contact Screen

Contact Manager Summary Serves as a communication center for –Phone numbers (replaces rolodex) – View and update relevant information about a contact or the: –Customer –Vendor –Employee –Salesman

Printing and

to Contacts

Order Acknowledgement Dynamically send from –Sales Desk –Order Entry Batch

Order Acknowledgement

Laser Forms and Bar Codes

Shipping Verification

Starship Manifest

Track Shipments On-Line tracking with UPS, FedEx, Airborne and United State Postal Services Additional carriers can be defined Fully integrated with Starship Manifest Can manually update tracking number if not using Starship Manifest exception report (Management)

Tracking Through Notes

On-Line UPS Web Site

Shipping Acknowledgement Starship Shipping Acknowledgement –Based on the manifest note in an order Non-Starship Shipping Acknowledgement –Based on billing selection Date, invoice date or posting date Batch Processing

Shipping Acknowledgement

On-Line Shipment Tracking

Mass Send to eContacts Determine your own selection criteria Option to interact with package Templates

Mass - Create Tab

- Selection Tab

Select Fields in Selection Tab

- Process Tab

- Test Send

Mass Export

Drag & Drop Selected Fields

Export to Outlook Address Book The default Elliott contact export format is easily imported to an Outlook Address Book Outlook Address Books can be synchronized with many other applications –PDA

View Export in Excel

Events - Example Remind salesman when an order is placed Remind buyer that stock is low Stock Watch –Inform customer when out of stock items arrive Management Events –Sales Journal Posting –Bank Book Cash Position Summary

Remind Buyer of Shortage

Stock Watch

Sales Journal Management Event

Bank Book Cash Position Summary – Management Event

Event Summary There are many different activities in Elliott – we call them “Events” Event function allows privileged users to subscribe to these “Events” and be notified when they happen A very powerful feature. –Most users don’t understand it.

Elliott V7.X Summary Internet Ready Customer Relationship Management (CRM) Bank Book is bundled Works with the latest O/S – Windows XP Compatible with V6.7 database – No data conversion. Can run alongside V6.7 Smooth upgrade

Additional Resources Your Elliott resellers Electronic document –\elliott7\doc\sm.pdf (Elliott Knowledgebase / Login is required) Today’s webinar archive will be available on elliott.com

Questions & Answers