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Unleashed Background

Unleashed Background. Started 5 years ago Supply chain / ERP experts Working with Xero for over a year Current version released in June 2010 100 major enhancements added since June release. Part Of Your SaaS Solution. Monitor Key Drivers in Real-Time!. Margin. Track Stock in Real-Time.

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Unleashed Background

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  1. Unleashed Background • Started 5 years ago • Supply chain / ERP experts • Working with Xero for over a year • Current version released in June 2010 • 100 major enhancements added since June release

  2. Part Of Your SaaS Solution

  3. Monitor Key Drivers in Real-Time! • Margin

  4. Track Stock in Real-Time

  5. Made 4 Baby • Distribution company • NZ, AUS, Korea + more • Expanding rapidly – has two NZ sales agents • Was running spreadsheets to maintain inventory with Xero so needed a better solution that increased operating efficiency

  6. Unleashed Solution • Track sales and margin by customer • Monitor stock movements by customer & sales agent

  7. Ramsay McDonald • Importer & Distributor of textile machinery parts and equipment • 21,000 Stock Units • Turnover > $5 million • 21 Staff in Australia

  8. Ramsay McDonald - issue • Using 3 disparate systems to run business – • no integration between different systems • Pronto ERP system, GoldMine CRM, Spreadsheets (for landed costs and shipping) • Lost revenues selling goods below cost by not being able to track margins • Management reports on sales costs and margins were monthly • Current IT support costs were $12,000 per month

  9. Solution – Unleashed & Xero Integrated solution • Perpetual inventory • always accurate stock levels, calculate stock turns • Accurately calculate landed costs and update average cost of goods in real time! • maintain accurate margins • Sales staff enter quotes into unleashed • visibility of stock and cash requirements across purchasing, finance and management

  10. What Does Being Online Mean for You? • Availability • Processing & Data • Accessibility • Internet browser based. Any PC, anywhere in the world • Efficiency • To both the business and support / advisor • Reduced Total Cost of Ownership

  11. Next Steps • Your CFO On-Call can • Set up a ‘Trial Version’ of Unleashed for you to try it out. • Walk you through the ‘Trial Version’ and discuss your particular needs. • Provide installation and integration with Xero for you. • Train you and your staff how to get the very best from your investment in Unleashed and Xero. • Provide on-going support for you and your staff • We will call you to arrange your next step to getting control of Inventory management and improved profits.

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