1 I n t u i t C o n f i d e n t i a l All Orders by NumberCruncher Solution Introduction Wednesday, December 13, 2006 Contact Information (Ian Benoliel,

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Presentation transcript:

1 I n t u i t C o n f i d e n t i a l All Orders by NumberCruncher Solution Introduction Wednesday, December 13, 2006 Contact Information (Ian Benoliel, President, ex 11,

2 I n t u i t C o n f i d e n t i a l Solving Customer Needs Critical Mid-Market Customer Needs Addressed? - Current and prospective users of QuickBooks are looking to address one of the following needs: Advanced order management (examples) Release dates on sales orders and purchase order Batch processing of sales orders Batch creation of purchase orders Advanced Inventory Control Serial and Lot # tracking Location and bin tracking Label printing and scanning Segregate accounting data Mobility Pocket Inventory Key Requirements for the Right Solution? Cost: An affordable solution in terms of licensing, installation and training Stability: A solution used by over 1000 user, based on MS SQL Server Integration: Real-time integration with QuickBooks lists and transactions enabling use of QuickBooks rich reporting/drill down features

3 I n t u i t C o n f i d e n t i a l Target Customer Profile All Orders is geared for product base companies namely: Manufacturing Wholesale and distribution Light retail Business Size (employees, annual revenue) 2 – 500 employees 1MM + Customers generally have: – More than 1 location – Statutory or customer requirement to track serial or lot#s – More than 1 vendor per item – More than 1000 items – Complex purchasing requirements – Complex production process / bill of materials In addition to QuickBooks and All Orders, our customers will use Ecommerce software (hosted) CRM CAD / CAM

4 I n t u i t C o n f i d e n t i a l Solution Overview Order Management Sales Orders Multiple ship dates on one sales order Reserve purchasing to sales order Automated filling Batch filling Kits and configuration Advanced pricing levels Purchase Orders Multiple vendors per item Vendor Part # Release dates Approval Batch PO Creation Work Orders Bill of Material roll-up Flex components Steps Statuses WIP Inventory Control Multiple warehouse management Bins Serial #s Lot #s Bar codes and labels (vendor part, UPC, Item #s)

5 I n t u i t C o n f i d e n t i a l Solution Overview (cont’d)  QuickBooks Enterprise Integration Overview  Real-time or batch integration  Posts QuickBooks transactions (i.e. invoices, bills) not summary transactions  One-to-one relationship with QuickBooks List items  What information is imported into All Orders?  Items, Customers, Vendors, Accounts, Sales Reps, Terms, Classes, Shipping Methods, Payment Methods, Discounts, Item Sales Tax, Sales Tax Codes, Currencies (Canada & UK Only)  What information is created in QuickBooks?  Items, Customers, Vendors, Invoice or Sales Receipts, Customer Returns, Bills or Item Receipts, Credit Memos, Adjustments, Receive Customer Payments

6 I n t u i t C o n f i d e n t i a l Solution Overview (cont’d)  Competitive Advantages  Feature for feature with higher priced systems  Similar look and feel to QuickBooks  Easy linear document/work flow  End-User Pricing / Maintenance (Price includes maintenance for 1 st year)  1 user 899 / 399  5 user 3,049 / 899  10 user 4999 / 1,399  20 User 8,999 / 2,299  30 User 12,499 / 3,099 Additional users between increments also available.

7 I n t u i t C o n f i d e n t i a l Solution Demonstration

8 I n t u i t C o n f i d e n t i a l Resources Available Describe the available marketing, sales and support resources available including (click the links): – Web Site Web Site – Free 30 fully functional 30 day trialFree 30 fully functional 30 day trial – Partners program – WebinarsWebinars – TutorialsTutorials – QuickBooks Solutions Marketplace QuickBooks Solutions Marketplace – Product reviewsProduct reviews – System requirementsSystem requirements – Technical support resourcesTechnical support resources –All Orders comes with a specified number of ‘NC Hours’ which can be used for setup, training and support.

9 I n t u i t C o n f i d e n t i a l Key Contacts Primary Contact Name(s) and Contact Info for… – Partner Management –Ian Benoliel (EXT 11 – – Sales & Marketing –Ian Benoliel or Fred Magyar (ext 14 - – Technical Support ext 2) Primary Web Site Reference ( Web Site Reference