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Introduction to Elliott V7.1 Edward M. Kwang President.

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Presentation on theme: "Introduction to Elliott V7.1 Edward M. Kwang President."— Presentation transcript:

1 Introduction to Elliott V7.1 Edward M. Kwang President

2 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

3 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

4 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

5 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

6 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

7 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

8 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

9 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

10 Defining Elliott Accounting and Finance Supply Chain Management & Production Customer Relationship Management eCommerce and eBusiness

11 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

12 Supply Chain Management & Production EDI Web Interface Remote Sales Order Taking Shipping Management Available to Promise Manufacturing Functions

13 CRM eContact Manager Mass eMail Attribute – Customer Profile Links Notes and Tickler Many Other Great Sales Features

14 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

15 EDI Support 850, 810 and 856 Use Shipping Verification to Support UCC-128 Label

16 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

17 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

18 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

19 Available to Promise Managing Future Quantity Availability Very Important for Importer (Do Not Stock)

20 Notes & Ticklers Notes –Memo –Printing on Document Ticklers Management Tools Knowledge Base

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33 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

34 Restricted Attribute Manage licensing and regulation control –Chemical Industry –Pharmaceutical –Gun Industry Possible other applications –Support contract control

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41 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.

42 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…

43 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

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50 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

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63 Order Acknowledgement Email Dynamically send from –Sales Desk –Order Entry Batch Email

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65 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.

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68 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

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71 Mass Email Send Email to eContacts Determine your own selection criteria Option to interact with Email package Template

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75 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

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78 Improved Security Traditional Menu Level Security Supervisor Equivalent Password not viewable by supervisor Global Security Control –SYUSERS With Checksum Security Supervisory Relationship Event Security

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83 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


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