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Agenda – Tuesday

Agenda – Tuesday. 08:30 to 09:00 - Registration & Breakfast - sponsored by Auric Systems International 09:00 to 09:15 - Welcome, Introductions, Announcements – Tyce McIntosh 09:15 to 10:30 - Version 9.4 - Part One 10:30 to 10:40 - Mid-Morning Break – sponsored by Merchant eSolutions

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Agenda – Tuesday

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  1. Agenda – Tuesday 08:30 to 09:00 - Registration & Breakfast - sponsored by Auric Systems International 09:00 to 09:15 - Welcome, Introductions, Announcements – Tyce McIntosh 09:15 to 10:30 - Version 9.4 - Part One 10:30 to 10:40 - Mid-Morning Break – sponsored by Merchant eSolutions 10:40 to 12:00 - PCI Compliancy with TBG Security, AuricSystems Intl, Credit Card Merchants 12:00 to 01:30 - Lunch and Vendor Visits/Appointments - sponsored by TBG Security 01:30 to 03:15 - Natural Order Version 9.4 – Part Two 03:15 to 03:30 - Afternoon Break - sponsored by Midco 03:30 to 04:30 - Sales Tax presented by Avalara 04:30 to 05:00 - Open Discussion, Q & A, Introduction of Platinum Sponsor – CANU 06:00 to 08:00 - Reception with Attendees, Natural Solutions Staff and Vendors – sponsored by CANU

  2. RegistrationBreakfast Buffet(Please help yourself to the breakfast buffet in the restaurant andlet them know you are attending the Natural Solutions Conference)Sponsored by Auric Systems International Natural Solutions 2010 User Conference

  3. Welcome,Introductions, AnnouncementsTyce McIntosh, Natural Solutions President Natural Solutions 2010 User Conference

  4. Natural Order Version 9.4Part One Natural Solutions 2010 User Conference

  5. Version 9.4 Review & Update(9.3.43 through 9.4.12) Natural Solutions 2010 User Conference Slides Version 1.0

  6. What’s New in V9.4Comments and Follow-ups Natural Solutions 2010 User Conference

  7. Choose what to display: Past Due Follow-Ups Today’s Follow-Ups Future Follow-Ups Choose which to display: Your Follow-Ups All / None / Specific Group

  8. Choose to Sort By: Action Priority Source Title / Subject / Type

  9. What’s New in V9.4 Searching Natural Solutions 2010 User Conference

  10. New Security Settings: Display Quantity Available (red/green) Auto-display last search results Retrieve option Where selection option Search Changes: Remembers results AND criteria Auto re-selects row Auto-selects entered text NEXT/PREVIOUS function in Product Information

  11. New Security Settings: Auto-display last search results Search Changes: Remembers results AND criteria Auto re-selects row Auto-selects entered text

  12. What’s New in V9.4SKUs Natural Solutions 2010 User Conference

  13. Quantity breaks for the same SKU when on multiple lines of an order Same SKU - Quantity break calculated for total quantity of the same SKU in all lines of an order (defined in the Catalog Item screen) Retained functionality: Individual SKU – quantity break calculated on each line without looking at other lines Across Product Line – quantity break calculated for all order lines in same product line

  14. Selections in an assortment no longer must have the same price for each item In the example: choosing a book will charge $10 Choosing the video will charge $30

  15. Used when: Posting Cycle and Physical Inventory counts Posting Inventory Adjustments

  16. Inventory Adjustments screen can show only SKUs with a Default Catalog Company SKUs without a Default Catalog Company would not be displayed Location-based Physical Inventory: Can select only SKUs for a specified Catalog Company (or ALL)

  17. For State Restriction and Country Restriction Schemes Orders placed before the start date will be accepted Orders placed after the start date will be restricted

  18. Standard SKU Price shown (in Title bar) Catalog Company shown Start/End Dates shown New sort options, and ascending / descending Start Date (default) Catalog Name Catalog ID Include or Exclude Expired Catalogs ‘Exclude’ is the default Select One or All Catalog Companies ‘All’ is the default

  19. New SECURITY DEFINITIONS setting Shows SELL UNTIL GONE in ACTIVE STATUS column in product searches instead of ACTIVE

  20. Icon showing SKU sales Month-To-Date andYear-To-Date Quantities andDollars Percentages of prior Year Averages for last 6 months andlast 12 months(current month excluded) Selectable Year (when not current year, 6 month numbers will be July through December) Returns and Refunds are NOT included Accessible from: Product Search Product Information Open PO’s/WO’s icon

  21. You may now insert new comments to a closed Purchase Order

  22. New SYSTEM DEFAULT Setting: Pre-populate Purchase Order Receipts (Yes/No) YES=old functionality When you initially open a PO Receipt: New receipt lines are auto-created for lines without existing receipts You may delete the auto-created lines -- OR -- No new receipt lines are auto-created You may choose which lines to create

  23. If set to NO, this flag will disallow a Vendor/SKU combination from being used on: Purchase Orders Drop Ship POs POs by Size Grid POs by Color and Size

  24. An alternate method to do Vendor Invoice vs. Receiving double-checks before voucher creation New SYSTEM DEFAULTS flag (must be YES for new functionality) Process Steps 1. Create the PO 2. Receive the PO 3. Reconcile the PO Enter new costs & quantity When received qty=entered qty, the PO can close

  25. Fact Sheet location can now be up to 255 characters Especially useful for long URLs Kit SKUs can now be used in Product Group Discounts; that means the following are discounted in an order: Standard (stand-alone) SKUs Kit-level SKUs (not components) Assortment SKUs (not in a kit) Components of an Assembly can now be returned

  26. What’s New in V9.4 Royalties Natural Solutions 2010 User Conference

  27. Contract screen changes: Select a PRODUCT NUMBER Then choose ALL or SELECT Use SELECT to choose which specific SKUs if not ALL SKUs Also affected: Royalty Search Royalty Statements Royalty Calculation/Export Also changed: Payables Royalty import warns if possible duplicate import file

  28. What’s New in V9.4 Accounting Natural Solutions 2010 User Conference

  29. Customer Searches AR Balance is shown in search results Cash Receipts A/R Balance Unapplied Credits Last Invoice Date

  30. For Vouchers created automatically from a Purchase Order Receipt: You can no longer delete lines associated with a Purchase Order Receipt

  31. Create Vouchers from Purchase Orders : Can now select or auto-generate the PAYABLES BATCH NUMBER (does not have to be 100) Batch Numbers: Batch Proof Report , Direct Check Report, and Manual Check Proof Report all allow batch number selection Voucher Maintenance allows a batch number to be selected when entering a NEW voucher (and changed if not yet proofed)

  32. New view V_LID_PROFIT : Calculates extended price, extended cost, and gross profit for each shipment of each order line 2 new example report macros - Gross_Profit_by_Product_Line_SKU.mf Gross_Profit_by_Product_Line_Prodit.mf New PO Number Index: Can now lookup AP_PAYABLE_MASTER given a PO NUMBER (such as in AP_PAYABLE_DETAIL)

  33. What’s New in V9.4 Imports Natural Solutions 2010 User Conference

  34. Catalog Request Import: Now uses the Import Field Conversions data New SQL-only XML Exports @FORMAT can be ‘TABLE ‘ or ‘XML’ or ‘XMLRAW’ @AFTER selects only rows modified after the specified datetime. @ROOT specifies an additional surrounding XML element For technical details, contact us for further info

  35. The top displays the incoming data and the rest shows the potential matches Color-flagged: Exact Name, Company, Address matches Close matches Phone & Email matches Search results New ID will be created Restricted Names Can now: Fix incoming data Refresh after changing Update based on matching Name and/or address ID 26164

  36. Close Name matches will not show Unless Postal Code matches Exact Name matches will not show Unless State matches and one of the names already has a name and address typing to a match address Close Match rechecks for dupes Once you make a selection in the Name and Address Maintenance window, it will recheck for a duplicate Selecting an existing company or name New phone numbers from the incoming data will be added to the name If ALLOW_NOW_TO_UPDATE_NAMES_FLAG is set to Y in SYSTEM_DEFAULTS (not accessible via the screen interface), then Source, Name Class, Title, Email Address, and the 4 ‘OK to…” flags will be updated (previously this incoming data was ignored).

  37. What’s New in V9.4 Names and Companies Natural Solutions 2010 User Conference

  38. Additional field support: Customer Class E-Mail Address Preferred Communications Credit Limit Original/Last Source Screens Affected: Name Maintenance Catalog Request Gift Certificate Consistency change: Gift Certificate now uses same programming as Name Maintenance

  39. Customer Class basic table now has defaults for: OK to Sell OK to Phone OK to Email OK to Mail Catalog now has default Customer Class

  40. Name Maintenance/Catalog Request now allows: Multiple Customer classes One must be PRIMARY Cannot have more than one PRIMARY Use icon to access the multiple classes Use INSERT/DELETE to add or remove A new Name Class is added when you add a name via: Name Maintenance Order Entry Gift Certificates Catalog Requests

  41. Track every mailing for each customer New System Defaults flag: Last Mailed OE Lookup New LAST MAILED IMPORT to set info: LMIR (record type) 01 (version Name ID Address ID Catalog ID (optional) Promotion ID Source Code (optional) MMDDYYYY Use CyberQuery to create the import file

  42. In NAME MAINTENANCE: New icon to see Last Mailed information Click the DETAILS button to see the address mailed to, mailing date, and promotion info.

  43. Select <Last Mailed> as the Promotion Code to automatically choose the most recently mailed promotion Using cursor keys to advance through the promotion list automatically jumps to the promotion selected when the cursor is on <Last Mailed> Typing <LAST> will also select <Last Mailed> (for those of you using Keyboard Macros)

  44. Mailing Address flag Now defaults to ‘checked’ for a new company’ s first address Access Name Maintenance Directly in Company Maintenance via icon

  45. Agenda – Tuesday 08:30 to 09:00 - Registration & Breakfast - sponsored by Auric Systems International 09:00 to 09:15 - Welcome, Introductions, Announcements – Tyce McIntosh 09:15 to 10:30 - Version 9.4 - Part One 10:30 to 10:40 - Mid-Morning Break – sponsored by Merchant eSolutions 10:40 to 12:00 - PCI Compliancy with TBG Security, AuricSystems Intl, Credit Card Merchants 12:00 to 01:30 - Lunch and Vendor Visits/Appointments - sponsored by TBG Security 01:30 to 03:15 - Natural Order Version 9.4 – Part Two 03:15 to 03:30 - Afternoon Break - sponsored by Midco 03:30 to 04:30 - Sales Tax presented by Avalara 04:30 to 05:00 - Open Discussion, Q & A, Introduction of Platinum Sponsor – CANU 06:00 to 08:00 - Reception with Attendees, Natural Solutions Staff and Vendors – sponsored by CANU

  46. What’s New in V9.4 Personalization Natural Solutions 2010 User Conference

  47. Used when ordering an item with quantity > 1 and each has different text For instance: 5 Ball Caps with the team name AND a different player’s name embroidered on each cap Requirements and Pricing Order quantity determines the repeated personalization questions Price is SKU price times quantity,+ Extra Letter Fee times the number of extra letters,+ quantity times Setup Fee+ quantity times Occurrence Setup Fee for each different text

  48. Used when ordering a single item that has multiple personalizations For instance: Employee Of The Year plaques Requirements and Pricing Number of occurrences determines the repeated personalization questions Quantity Ordered can only be 1 SKU determines price, plus Occurrence Setup Fee multiplied by the number of filled-out occurrences Setup Fee, Letter and Line Charges ignored

  49. You must now enter all required personalization text before exiting a personalization window EXCEPT: A popup asks if OK to skip the required details – if you say YES, when saving you will be required to enter required details before save can complete

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