1. Introduction to Elliott V7.1 Edward M. Kwang President

2. 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

3. 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

4. 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

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

6. 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

7. 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

8. 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

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

10. 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

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

12. 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

13. 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

14. 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

15. 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

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

17. The New Tool Bar

18. Customer Memo Note

19. Make a Note a Tickler

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

21. Supervisor Tickler Function

22. Drill Down to User EMK

23. Supervisor Tickler Function

24. Drill Down to Managers

25. Drill Down to a Subordinate of a Manager

26. Outstanding Task List

27. 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

28. Use Notes for Knowledgebase

29. Search Key Words

30. Determine Search Scope

31. Search Results

32. Find The Solution

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

34. Customer Attribute

35. Expand DB Without Modifications

36. 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, Email address or an EXE command.

37. 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…

38. 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

39. Customer Links

41. Check Customer’s Web Site Before You Call

42. Get a Map Before You Visit a Customer

43. How About Aerial Photo?

44. Item Links

45. Stock Status Inquiry

46. Item Specification Sheet

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

48. Customer Contacts

50. Contact - General Tab

51. Contact - Note Tab

52. Contact - Link Tab

53. Contact - Attribute Tab

54. Contact - Order Tab

55. Contact - Invoice Tab

56. Execute Contact Manager

57. Contact Manager

58. Sorting & Searching

59. Drill Down to Contact Screen

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

61. Printing and Email

62. Email to Contacts

63. Order Acknowledgement Email Dynamically send from –Sales Desk –Order Entry Batch Email

64. Order Acknowledgement

65. Laser Forms and Bar Codes

66. Shipping Verification

67. Starship Manifest

68. 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)

69. Tracking Through Notes

70. On-Line UPS Web Site

71. 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

72. Shipping Email Acknowledgement

73. On-Line Shipment Tracking

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

75. Mass Email - Create Tab

76. Email - Selection Tab

77. Select Fields in Email Selection Tab

78. Email - Process Tab

79. Email - Test Send

80. Mass Email Export

81. Drag & Drop Selected Fields

82. 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

83. View Export in Excel

84. 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

85. Remind Buyer of Shortage

86. Stock Watch

87. Sales Journal Management Event

88. Bank Book Cash Position Summary – Management Event

89. 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.

90. 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

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

92. Questions & Answers