Elliott Links Edward M. Kwang President

Elliott Notes, Attributes & Links Notes & Attributes –Expand Elliott database without modification –They are part of Elliott Database Links –Expand Elliott database without modification –Linked documents are not part of Elliott database –Links organize external documents and make them easily accessible in Elliott

Links Links are available whenever Notes are available. –Master File Maintenance (Customer, Item, Vendor) –Inquiry Screens (Order, Stock Status, A/R Account) –Order Entry –Purchase Order Entry –Pretty much everywhere inside Elliott The Linked documents can be Word, Excel, PDF, Images, HTML. –Basically any kind of document files that you have an application to handle.

Demo – Link Any Documents Startup a file from the DOS prompt Startup a file from the Window Explorer Tools -> Folder Options -> File Types -> PDF -> Advanced

Links - Examples Inventory Item Images. Item Specification – Help Salesman Give Better Information to Customers. Customer Web Page – Check Your Customer’s Company Activities Before You Call Them. Customer Contracts – On Line Access Customer Contracts for Customer Service. Manage Correspondent with Customers. Customer Purchase Order & Vendor Invoices –Document Management –Vendor Invoice available with 7.2 release

Demo – Using Links Example of Links –Item Image –Item Specification –Item Manufacture Web Site –Customer Web Site –Customer Contract Accessible from: item, customer, stock status, sales desk …etc.

Demo – Create Links Customer Web Site – Customer Contract Item Image Item Specification Item Manufacture Web Site –

Type of Links User Definable Links –Use Predefined Link Types –You Can Define Your Own Link Types Program Links –System Built In (i.e. Map Quest) System Links –Example (Employee Hand Book)

Demo – Program & System Links Program Links –Example: Map Quest –Does not require user to define it System Links –Example: Employee Hand Book M:\macola\handbook\handbook.pdf lbsb.org/goodwill_lbsb/hand_book.htmlhttp:// lbsb.org/goodwill_lbsb/hand_book.html –Available Everywhere inside Elliott

Demo – Create a New Link Type Create Link Type CUSTPO which stand for customer purchase order. Decide where you want to store CUSTPO (i.e. M:\MACOLA\CUSTPO) Decide the document type Decide if you wish to assign a hot key Use this new link type in Order Entry

Demo of Ad Hoc Links Suitable for linking customer correspondent

Ad Hoc vs. Link Types Ad Hoc Links has the following issues –No Hot Key –Move difficult to manage on the long run Changing directory structure Ad Hoc Links has the following benefits –Easy to use –No limitation of number of Ad Hoc links to use for each master record

In Summary Links Expand Elliott Database by making external documents accessible in Elliott.

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