Transcript State of The Company

Introduction to Elliott V7.1
Edward M. Kwang
President
V7.x Requirements
• Windows 32-Bit O/S
– Do Not Support DOS
– Do Not Support Windows 3.X
• PSQL 2000
– Performance Improvement
– Very Reliable
• Data Corruption Is Pretty Much A History
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 or 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 side by side with V6.7
• Smooth upgrade
Internet Ready
• Shopping cart solution is ready
• More eBusiness solutions coming soon
• ActiveX components & Web Services
• Elliott Back End to Support 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.
• Attribute – tracking additional information about
customers without modification
• Event – Stock Watch, Remind Salesman to sell
accessories for a main item purchased.
• Notes – Record your conversation
• Tickler – Remind you to follow up
Better Performance
• Open 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 open up to 100 files
– Take only half of the time what it used to
Better Integration with Crystal
• A New Set of DDF with Views
– Ease of Use
– Performance Improvement
– Security
• All ODBC Integrations Benefit from The
New DDF
Running Elliott V7 with V6.7
• Detect Company File Drive Letter Setup Issue
Automatically in V7
• Add System Manager Drive in Company File
Setup
• Create additional data files for V6.7
automatically
• Adding a new company – it’s easy
Defining Elliott
• 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 Fee for New Sales
– We Are Independent of Macola
– We Fully Control All Aspects of Elliott
– Similar like Macola’s Arrangement with
MCBA
Supply Chain Management &
Production
• EDI
• Web Interface
• Remote Sales Order Taking
• Shipping Management
• Available to Promise
• Manufacturing Functions
CRM
• eContact Manager
• Mass eMail
• Attribute – Customer Profile
• Links
• Notes and Tickler
• Many Other Great Sales Features
eCommerce and eBusiness
• Elliott eStore
– Require Customer to Host Web Site
– Use ActiveX
• Elliott eStore.NET
– Does Not Require Customer to Host Web Site
– Use Web Services
– Implementation will be more Flexible and Cost
Effective Than Elliott eStore
– Schedule to release by end of this year
EDI
• Support 850, 810 and 856
• Use Shipping Verification to Support
UCC-128 Label
Web And Supply Chain
• Elliott eStore
– Taking Order on The Web
– Checking Order Status and Tracking Number
– Invoice History
• Web Services
– Expose Real Time Inventory
– Taking On-Line Orders
Remote Sales Order Taking
• “Take An Order” Interface
– A Palm Pilot Solution
– Taking Order At Trade Show
• Sales Order Import & Export
– Taking Orders At Trade Show
– For Traveling Salesman to Take Order
– Order Exported and Transfer to Central Office
– Central Office Import Sales Order
• Optionally to Add Customers or Ship-To
• Terminal Service
Order & Shipping Management
• Email Order Acknowledgement
• Email Shipping Acknowledgement
– Starship Shipping Acknowledgement
• Can Manually Update Tracking Number if User Do Not
Use Starship
– Non Starship Shipping Acknowledgement
• Shipment Tracking
• Shipping Verification
– Reduce Shipping Error
Available to Promise
• Managing Future Quantity Availability
• Very Important for Importer (Do Not
Stock)
Notes & Ticklers
• Notes
– Memo
– Printing on Document
• Ticklers
• Management Tools
• Knowledge Base
Attributes
• Available everywhere Notes are available
• Expand your database without modification
• Key CRM feature
• Works with Mass Email or Export Processor
• Attributes Has A New Face Lift (GUI) in V7.1
Restricted Attribute
• Manage licensing and regulation control
– Chemical Industry
– Pharmaceutical
– Gun Industry
• Possible other applications
– Support contract control
Links
• Like a note attached to the master record (i.e.
Customers or Vendors)
• Unlike notes, the information will come from an
existing document
• Can be Word, Excel, PDF, Images, HTML, and
any file on your system.
• Links can also be an URL address, Email
address or an EXE command.
Links – Examples
• Inventory item images.
• Access item specification – Help salesman give
better information to customers.
• Access customer web page – check your
customer’s company activities before you call
them.
• Access customer’s contract documentation.
• Manage correspondent with customers.
• Much, much more…
Special Links
• Yahoo Map or Map Quest
– Elliott V7.0 Use Yahoo Map
– Elliott V7.1 Use Map Quest by Default
• System Links
– Links available all the time
eContact
• Key for Elliott web solution.
• Mass Email Database
• Elliott CRM solution feature
• In V7.1, E-Mail Address Is Not Mandatory
• V7.1 Introduce eContact Manager
Order Acknowledgement Email
• Dynamically send from
– Sales Desk
– Order Entry
• Batch Email
On-Line Package Tracking
• On-Line Tracking with UPS, FedEx and
United State Postal Services.
• Fully Integrated With Starship Manifest.
• Can Manually Update Tracking Number If
Do Not Use Starship
• Manifest Exception Report.
Shipping Acknowledgement
• Starship Shipping Acknowledgement
– Based on the manifest note in Order
• Non-Starship Shipping Acknowledgement
– Based on Billing Selection Date, Invoice
Date or Posting Date
• Batch Processing
Mass Email
• Send Email to eContacts
• Determine your own selection criteria
• Option to interact with Email package
• Template
Events
• General Events
– Warning when company file is accessed.
• Specific Events
– Remind Salesman to sell accessories.
• Emails and Message Box
– Remind buyer that stock is low.
• Stock Watch
– Inform customer when out of stock items are
• Management Events
Improved Security
• Traditional Menu Level Security
• Supervisor Equivalent
• Password not viewable by supervisor
• Global Security Control
– SYUSERS With Checksum Security
• Supervisory Relationship
• Event Security
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 side by side with V6.7
• Smooth upgrade