Introduction to Elliott V7.1

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)

– Email

• 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