Upload
megan
View
42
Download
1
Tags:
Embed Size (px)
DESCRIPTION
Introduction to Elliott V7.1. Edward M. Kwang President. 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. - PowerPoint PPT Presentation
Citation preview
Introduction to Elliott V7.1
Edward M. Kwang
President
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
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
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
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
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
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
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
Defining Elliott V7.1
• Accounting and Finance
• Supply Chain Management & Production
• Customer Relationship Management
• eCommerce and eBusiness
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
Supply Chain Management & Production• EDI
• Web Interface
• Remote Sales Order Taking
• Shipping Management
• Available to Promise – Real Time MRP
• Manufacturing Functions
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 2nd quarter of 2003
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
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
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
Notes & Ticklers
• Notes– Memo– Print on documents
• Ticklers
• Management Tools
• Knowledge Base
The New Tool Bar
Customer Memo Note
Make a Note a Tickler
Examples of Notes
• Examples of Notes– Customers– Vendors– Employees– Salesmen– Items– Sales Orders / Invoice History (Printing)– Purchase Orders (Printing)– A/R Open Items (Collection Notes)– Many more
Supervisor Tickler Function
Drill Down to User EMK
Supervisor Tickler Function
Drill Down to Managers
Drill Down to a Subordinate of a Manager
Outstanding Task List
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
Use Notes for Knowledgebase
Search Key Words
Determine Search Scope
Search Results
Find The Solution
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
Customer Attribute
Expand DB Without Modifications
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.
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…
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
Customer Links
Customer Links
Check Customer’s Web Site Before You Call
Get a Map Before You Visit a Customer
How About Aerial Photo?
Item Links
Stock Status Inquiry
Item Specification Sheet
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
Customer Contacts
Customer Contacts
Contact - General Tab
Contact - Note Tab
Contact - Link Tab
Contact - Attribute Tab
Contact - Order Tab
Contact - Invoice Tab
Execute Contact Manager
Contact Manager
Sorting & Searching
Drill Down to Contact Screen
Contact Manager Summary• Serves as a communication center for
– Phone numbers (replaces rolodex)
• View and update relevant information about a contact or the:– Customer
– Vendor
– Employee
– Salesman
Printing and Email
Email to Contacts
Order Acknowledgement Email
• Dynamically send from– Sales Desk
– Order Entry
• Batch Email
Order Acknowledgement
Laser Forms and Bar Codes
Shipping Verification
Starship Manifest
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)
Tracking Through Notes
On-Line UPS Web Site
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
Shipping Email Acknowledgement
On-Line Shipment Tracking
Mass Email
• Send Email to eContacts
• Determine your own selection criteria
• Option to interact with Email package
• Templates
Mass Email - Create Tab
Email - Selection Tab
Select Fields in Email Selection Tab
Email - Process Tab
Email - Test Send
Mass Email Export
Drag & Drop Selected Fields
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
View Export in Excel
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
Remind Buyer of Shortage
Stock Watch
Sales Journal Management Event
Bank Book Cash Position Summary – Management Event
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.
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
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)
• Today’s webinar archive will be available on elliott.com
Questions & Answers