Are you seeing half the picture? More speed, more accuracy, less filing: Using Zetadocs to optimise your sales order process Customer Day: September 18 th 2014

About Equisys Founded 1987 Offices in London, UK and Alpharetta, GA Over 600 installations on NAV Zetadocs available in 20 countries in 11 languages –English, Dutch, Danish, French, German, Italian, Spanish, etc Chosen by Microsoft –Zetadocs Express Introduction to Zetadocs

Equisys and K3 Partnership since 2008 Zetadocs trained and certified 42 successful implementations

Agenda The problem with paper NAV’s Document Management module Sales Order Processing using Zetadocs Summary and action

Document management for NAV: a better way

Zetadocs can help you Get your documents on screen… –Sales quotes, contracts, orders –Sales invoices, delivery advice, proof of delivery –Purchase orders, goods received notes –Supplier invoices, payment advices …to improve document-based processes –Invoicing, collections, supplier invoice processing, approvals etc.

Automated sending and storage of documents Enhanced business processes Reduced costs Easy storage of original documents Fast retrieval on screen Improved service Reduced use of paper and postal services Helps customer achieve sustainability targets Eco friendly Customer benefits

Agenda The problem with paper NAV’s Document Management module Sales Order Processing using Zetadocs Summary and action

Zetadocs for NAV product family Product Themes Delivery Distribution of documents On-screen document authorization Approval Capture Document imaging & filing

Product Family Delivery Essentials Capture Plus Capture Essentials Payables Approval Zetadocs Express NAV reports as PDFs Batch sending Automated filing using barcodes 1 day to implement 2 days to implement 3 days to implement Zetadocs Express Essentials editions Purchase order and invoice authorization NAV reports as PDFs Batch sending Automated attaching of related documents Drag and drop archiving Batch capture/ scanning to queues for processing Automated filing using barcodes Delivery PDF ing Capture Archiving documents Payables Approval Web-based approval Foundation level at no extra cost Configurable without programming Customizable with C/AL programming Plus editions Batch sending Automated attaching of related documents Batch capture/ scanning to queues for processing Automated filing using barcodes Purchase order and invoice authorization

Demo

Download Terms Compatibility No additional costs for customers on a Business Ready Enhancement Plan Microsoft Dynamics NAV 2009 Microsoft Dynamics NAV 2013 Microsoft Dynamics NAV 2013 R2 SharePoint Online (Office 365) SharePoint 2010 & 2013 Network folder archive option Zetadocs Express

Agenda The problem with paper NAV’s Document Management module Sales Order Processing using Zetadocs Summary and action

Electronic Invoicing Reduces costs –Batch delivery by instead of conventional mail Increases efficiency –Saves time –Automated filing stops documents getting lost Improves customer service –Instant access on screen of relevant documents

SOP documents Outbound Inbound

Quick and easy capture of inbound documents On-screen retrieval of inbound documents –Stored alongside outbound documents Multiple users can retrieve documents from desktop in seconds –Via NAV or Web Browser Sales Order Processing

Demo

SharePoint MFP Link Scan , fax File NAV NAV user How it works Zetadocs Express & Zetadocs for NAV users

Greater efficiencies and reduced costs

…half the picture?

Summary The problem with paper NAV’s Document Management module Sales Order Processing using Zetadocs Summary and action

Hard truths Sending invoices incurs costs –Paper invoices cost between £1 and £1.50* –Electronic invoices cost between £0.25 and £0.40* Using paper is time consuming, resulting in poorer customer response times Typical solutions *Source: Cap Gemini

Calculates savings for customer –Electronic delivery of documents –Electronic storage of documents –Based on document volumes ROI calculator Return on Investment Available from the Zetadocs for NAV pages in the Products section of equisys.com

Promotion: Don’t see half the picture Half price Capture Essentials –When purchased with Delivery Essentials –For purchases 1 st September – 31 st December Discount does not apply to Software Assurance User count must match Typical implementation 2 days recommended

Promotion: Don’t see half the picture Example –5 user Delivery Essentials Starter system (5 users) £1,250 NAV connector (NAV2009)£1,000 Software 20% - £500 Total£2,750 –Add Capture Essentials 5 users (promo price)£500 Software Assurance £600

A better way… Handling paper is time consuming and costly Can your business profit from document imaging? –Visit zetadocs.com –Watch the short videos and other webinars –Speak to your K3 Account Manager or contact us Conclusions

Zetadocs for NAV For more information: zetadocs.com +44 (0)

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