introduction to elliott v7.1

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