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Automatically E-mail, Fax, Print and Archive documents from Baan and ERP LN; such as Purchase Orders, Sales Invoices, Reminders, acknowledgments and much.

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Presentation on theme: "Automatically E-mail, Fax, Print and Archive documents from Baan and ERP LN; such as Purchase Orders, Sales Invoices, Reminders, acknowledgments and much."— Presentation transcript:

1 Automatically E-mail, Fax, Print and Archive documents from Baan and ERP LN; such as Purchase Orders, Sales Invoices, Reminders, acknowledgments and much more!

2 1. NAZDAQ Company 2. The Problem 3. Important Facts 4. Baan Mail Merge Solution 5. Success Stories

3 NAZDAQ is a provider of Add-ons for Baan and Infor ERP Ln. The NAZDAQ tools provide a great return on investment and enable E- mailing, faxing, archiving, printing documents like Purchase Orders and Invoices, and allow an easy way to convert reports to Excel, Word, PDF HTML and XML. Other solutions cover areas of document management, reporting and notification. The NAZDAQ tools are installed at hundreds of servers in more than 60 countries. They are used daily by users to automate transfer of Baan reports into front-office applications, as well as automating business processes. www.nazdaq-it.com

4 Handling the mass number of documents created daily, is every company’s challenge

5 Company’s daily challenge of creating mass number of documents: Documents such as purchase orders, invoices and reminders need to be sent to business partners Performing this process in reliable, speedy and cost effective way

6 The demands of every modern enterprise boils down to: Improve customer/vendor communications Improve cash flow Spend less money doing it With no complications

7 Most Organizations are not aware of the amount of time and money spent on working with documents 30$/hr, knowledge workers waste 4,500$/year, working with paper 90% of business inform-action 60% of employee time 15% of company revenue Total cost: 4,500$/year The Average doc is copied 5 times 85% of docs in paper form

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9 Saving the planet and our wallet Automating paper & office processes workflow Less reliance on paper based transactions Evolving business processes “to do more with less” Organizations with all sizes are challenged today to improve business processes, in order to comply to international standards!

10 Purchase Orders Invoices Order Acknowledgments Reminders Baan Mail-Merge Baan Mail-Merge allows companies to automatically e-mail, fax, print and archive documents. This powerful engine can handle any output comings from Baan or Infor ERP Ln. E-mailE-mail FaxFax PrintPrint ArchiveArchive

11 Parse Recognize Match Customize Add Personalize Deliver

12 200120 120130 123456 226 221 225 223 338 339 334 332 123 222 223 210 345672 342567 200203 230345 120130 675234 223109 234569 123459 P.OP.O SupplierSupplier ParseParse RecognizeRecognize Baan Mail-Merge automatically recognizes the business partner after parsing each document (supplier for purchase order) MatchMatch Baan Mail-Merge automatically matches each supplier or customer with their preferred method of delivery: e-mail address, fax number, printer name and archive path

13 CustomizeCustomize An easy to use design allows for adding company logo, background You can also sign your document electronically

14 AddAdd Baan Mail-Merge automatically adds “inserts” that go along the document; such as photos and datasheets of the items ordered Documents defined in document management system (such as Baan Hot Link or ODM) can be automatically attached to document being sent

15 You can also attach files to the Baan document depending on certain values (as an example, terms and conditions, or/and an AutoCAD drawing for every item in the PO) 2582525825 2582525825 2685226852 4141441414 2884128841 2685226852 2884128841 4141441414

16 PersonalizePersonalize Baan Mail-Merge automatically prepares a personalized message body or cover letter to go along with the document A personalized message can go along with the e-mail or fax being sent – includes free text, variables and labels. A user defined footer with address data. Free Text Variables & Labels User Defined Footer

17 ParseRecognizeMatchCustomizeAddPersonalize

18 DeliverDeliver Baan Mail-Merge can automatically deliver each document to the associated business partner

19 With an additional module, you can send purchase orders for cycle approval by managers before delivering

20 With the “One-by-One” mode, you can review each document before sending it, verify e-mail addresses and fax numbers, write a special note to go along with the document sent, possibly add/delete attachments, set the e-mail priority and ask for an e-mail receipt.

21 With the “Automatic” mode, you can schedule a nightly job were documents will be automatically sent to e-mail addresses, fax numbers, printers as well as archived.

22 E-mailed 400 Print Purchase Orders” to the Baan Mail-Merge device ( The purchase order run has 700 purchase orders) E-mailed & Faxed 100 Faxed 180 Archived on Disk 700 Printed 20 +

23 Each document can be sent to a combination of delivery methods: e-mail, fax, printer and archive Request receipt and priority for e-mails Multiple printers can be defined for every printout Support for multiple address books

24 Support for different e-email systems Support for different fax servers Printing on server or client Archiving on server or client Supports all Baan versions: Baan4, Baan5, ERP LN

25 Baan Mail-Merge produces a log file that reports all documents and attachments that were sent

26 Support for barcode and special characters when generating PDF files Automatic inclusion of logo, footer, background and signature This extension uses a special printer that works through centralized installation on each Windows client using Mail-Merge

27 Cut postage costs Cut stationary costs Cut phone costs (telephone tags or waiting for fax) Improve cash flow Reduce lead time Automate & improve business processes Improve company image (greener, better service)

28 JVK in Canada uses the NAZDAQ solution to e- mail and fax acknowledgments to customers, including sending a copy to the sales representative. When JVK was looking for a fax solution to integrate with Baan Mail-Merge in 2003, few options were available. They decided to choose Internet faxing as they found it to be an economical solution to in- house fax servers. It has proved to be definitely faster & more effective when dealing with the great volume of documents they have!

29 Talum in Slovenia prints 250 invoices and 250 Proforma invoices every day. They wanted to print each one at different printers in different departments: Finance, Marketing, the mother company, the warehouse and the shipping departments. All this was accomplished using Baan Mail-Merge!

30 W&H Dentalwerk Buermoos in Austria were using Baan 4 and looked for a tool to be able to send PDF business documents by e-mail. They implemented Baan Mail-Merge in 2002 and used it to e-mail purchase orders and to dispatch production orders in a nightly job. When W&H decided to roll-out Infor ERP LN 6.1 in 2007, they upgraded Baan Mail- Merge. Josef Nobis IT manager at W&H summarizes the relationship with NAZDAQ: "The tools are reasonably priced and functioned problem-free once it is installed. Due to the service contract we could use the newest versions at any time and receive perfect support". Josef Nobis IT manager at W&H summarizes the relationship with NAZDAQ: "The tools are reasonably priced and functioned problem-free once it is installed. Due to the service contract we could use the newest versions at any time and receive perfect support".

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33 info@nazdaq-it.com


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