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EJob Management Andy Barton www.promoserve.co.uk.

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Presentation on theme: "EJob Management Andy Barton www.promoserve.co.uk."— Presentation transcript:

1 eJob Management Andy Barton

2 What is eJob Management? The use of computer software to improve the quality of service to your clients whilst reducing administration time & costs for your business

3 Why is it relevant to you? Helps you make more PROFIT Your competitors may be using it Achievable within your budget Will give you more “time” Larger Customers will expect it Not just for the “big boys”

4 The Electronic Job Bag “Anybody seen the XYZ job?” Everything you would keep in a normal job bag – quotes, orders, artwork etc Does it completely replace a normal job bag? Access for all staff when required Linked to website for customer access?

5 How it looks

6 Using Can send all documents - quotes, orders & invoices etc Saves postage cost Increases speed of process 80% of Business Communication

7 Typical Workflow 1. Marketing – create the enquiry 2. Enquiry/Quotation – log the interest 3. Samples – manage the sample process 4. Follow Up – follow up the samples 5. Sales Order – create the order 6. Job Bag – create the job bag 7. Purchase Order – order from the suppliers & printers 8. Goods Delivered – confirm receipt either direct or to you 9. Purchase Invoice – Check the supplier invoice 10. Sales Invoice – Send out your invoice (could be earlier) 11. Sales Remittance – take payment 12. Statement – chase up payment 13. Purchase Payment – pay your supplier 14. Accounts - prepare company accounts

8 Quotes, Enquiries & Samples Copy from a previous quote For customers or prospects Go direct to quote or raise enquiry first Can be raised from within job bag

9 Quote To Order Turn quote or enquiry into an order Use any revision of quotation Copy a previous sales order Can only raise orders for customers

10 Order Options Delivery - direct, to printer or to your warehouse Choose payment method & even take money Add special instructions & carrier details Track Order Method & Required By Date

11 Order to Purchase Order Back to Back Order ed direct to supplier Create multiple orders for product, printing, delivery etc Have any number of purchase orders related to a sales order Auto order for stock management

12 Purchase Options Print, or Fax Request a confirmation on all orders placed Send an acknowledgement of verbal order Add VAT Summary to order Send a direct delivery note & labels at the same time Goods Expected Note for the warehouse

13 Managing your job bags Select by due date & priority Review by customer or job Print job bag header sheet Create reports Review tasks by your internal team

14 Setting Up your Auto Process Create your own processes by category Allocate to specific staff Set timings between tasks Unlimited actions Can be different for different products

15 Managing the Auto Process See if actions have been completed 1 person can control job bag with different tasks allocated to others Can be linked to auto alert for reminders One click tick for overdue Create your own manual or auto reports

16 Creating Templates Can alter our standard documents with your own branding You can also create your own templates that auto populate in MS Word Artwork Approval Credit Control letters Can also print & create custom labels

17 Progressing Purchase Orders An automated routine to keep on top of your suppliers Often takes hours each day Chases unacknowledged orders as well as due orders

18 Uploading Artwork Artwork can be uploaded to any quote or order Can be attached to purchase order Can deal with any format supported by Windows All previous artwork uploaded can be reviewed by client

19 Bespoke Enquiry Process Save hours getting prices for specials Increase your ability to make more margin Fully integrated with quote system and job bag to reduce manual processes

20 Online Options Can be used for orders or enquiries Can have main site & client sub sites Can be used for order tracking & review Can store own artwork online

21 Virtual Samples Instantly make virtual samples of products from the database in seconds Our simple to use tools enable you to produce a Virtual Sample for your client quickly and easily saving you time and money Easy step by step process Most artwork types supported Save hours on artwork and design charges

22 Reporting Options Use standard reports or build your own Ideal for internal job management or customer specific requirements Reports can be auto ed at chosen time intervals Anything in the database can be reported on

23 Interested? Visit our demonstration area outside Try your free 30 day trial in your entry pack Visit Come and discuss your requirements now

24 Other Seminars 12.30pm e-Marketing 2pm An Introduction to e-commerce and how it will affect your industry 3.30pm An Introduction to Print Management & how you can expand your business in this area


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