||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 1 Waterloo Information Systems.

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Presentation transcript:

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 1 Waterloo Information Systems Limited presents WebSPA Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 2 User Commands WISL Demos use standard Microsoft PowerPoint commands, such as the following : Escape Key, Minus Key (-), Ctl+Break S or Plus Key (+) Right Click, Backspace, Up Arrow Left Click, space, N, Down Arrow Left and Right Click together for 2+ seconds Move mouse for 2 seconds Next Slide Previous Slide End Demo Pause or Resume Demo Restart entire Demo Shows the mouse pointer Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 3 WebSPA WebSPA makes the historical sales data base available to a browser based inquiry facility to enable generation of profitability information and comparative analysis between and within fiscal years by business unit, customer or sales division on the basis of product categories.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 4 Several report formats are offered. Included is the flexibility to sort on any of the columns of displayed attributes and to drill down to increasingly detailed levels of sales category. There is an extensive interface with the corporate ERP system involving a monthly export. There are also several calculation parameters imported monthly. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 5 Type “6” Type ”3” Left Click to Continue WebSSA Demonstration Menu To Start Sample WebSPA Session To Restart WebSPA Overview “ESC” To Exit

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 6 The following slides constitute a sample WebSPA inquiry session. Left Click to Continue WISL WebSPA Sample Session

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 7 A report may be generated on the basis of any combination of the three selection criteria that may be specified on the top line. For the Business Unit “ACME Corporate” is selected. Left Click to Continue WebSPA Demonstration

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 8 In this example we will also specify sales division criteria. If the “Lkup” button is pressed without specifying any criteria then the entire sales division list is presented. Division “West” is selected by checking the box beside the ID and depressing the “Submit Items” button. Left Click to Continue WebSPA Demonstration

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 9 The desired report is selected from the Report Type drop down list. Left Click to Continue WebSPA Demonstration

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 10 The desired reporting period is specified in the drop down lists for Fiscal Month. The execute button is depressed to initiate generation of the report. Left Click to Continue WebSPA Demonstration

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 11 Year to date totals for the chosen fiscal month are displayed on the top of the page. Subtotals by product category are listed below on color coded lines. The corresponding detail is listed by sku below. Note also that the SKU is color coded on the detail lines to match the corresponding subtotal. Left Click to Continue WebSPA Demonstration

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 12 The report may be resorted by any of the attributes by clicking on the desired column heading. In this example the report has been sorted by the “Qty”. Left Click to Continue WebSPA Demonstration

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 13 An explanation of the contents of a given column may be displayed by clicking on the corresponding “?” box. The column may be “hidden” by clicking on the corresponding “x” box. In this case the “Cost of Sales” column is explained. A column may also be removed from the display by clicking the “x” box under the heading of the corresponding column Left Click to Continue WebSPA Demonstration

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 14 The detailed description of all recorded attributes of the sku including a picture(if available) may be displayed by clicking on the description. Left Click to Continue WebSPA Demonstration

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 15 The detail breakdown of the “Gross to Net” column may be displayed by clicking on the value of the column for the desired sku. Left Click to Continue WebSPA Demonstration

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 16 The detail breakdown of the “Cost of Sales” column may be displayed by clicking on the value of the column for the desired sku. Left Click to Continue WebSPA Demonstration

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 17 Clicking on the sku hyperlink drills down to generate a report of all months for the current fiscal year. Left Click to Continue WebSPA Demonstration

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 18 Using the scroll bar to the right of the sku detail allows navigation through the report detail while the heading remains static at the top of the page. Left Click to Continue WebSPA Demonstration

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 19 The scroll bar on the far right allows return to the report specification area. Left Click to Continue WebSPA Demonstration

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 20 We have chosen the ACME Corporate Business Unit without further selection to illustrate the second report(Sales & Profit By Product Line). Left Click to Continue WebSPA Demonstration

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 21 This report incorporates the same display features as the first report except the detail is at the product category level. Left Click to Continue WebSPA Demonstration

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 22 We have also chosen the ACME Corporate Business Unit to illustrate the third report.. Left Click to Continue WebSPA Demonstration

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 23. This report incorporates the same display features as the first report except the detail is by customer and there is a line for each sub-total category(with a colour to match) in the summary plus a customer total. Left Click to Continue WebSPA Demonstration

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 24 Clicking on the customer ID of any of the detail lines invokes display of the year to date display for the customer excluding “resale” products. Left Click to Continue WebSPA Demonstration

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 25 Record selection may be performed using the “Product Search Engine”. A list of sku’s may be specified or a list of key words or a sales category may be specified. An “AND” logical connector is assumed between the specified key words. All three selecting mechanisms may be used together with an “OR” logical connector assumed. In this example all records are selected that contain the keyword “hammer” in the sku description. Left Click to Continue WebSPA Demonstration

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 26 An export capability generates a flat file with a record for each detail line in any selected report. A tab character serves as the delimiter between each column of the report. A file name is prompted upon depressing the “Export” button. Left Click to Continue WebSPA Demonstration

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 27. A message is displayed upon completion of the export. Left Click to Continue WebSPA Demonstration

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 28 The generated flat file may be imported to any processor on the desktop. Left Click to Continue WebSPA Demonstration

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 29 This is an example of the sample export file imported into Microsoft EXCEL. Left Click to Continue WebSPA Demonstration

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 30 The End For Further Information, contact Waterloo Information Systems Limited 33 Dupont Street East Waterloo Ontario N2J 2G8 (519) Left Click to Exit To Restart the Demo, type “1”, or Double-click and Hold for 2 Seconds

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