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Elliott Links

Elliott Links. Edward M. Kwang President. Elliott Notes, Attributes & Links. Notes & Attributes Expand Elliott database without modification They are part of Elliott Database Links Expand Elliott database without modification Linked documents are not part of Elliott database

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Elliott Links

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  1. Elliott Links Edward M. Kwang President

  2. Elliott Notes, Attributes & Links • Notes & Attributes • Expand Elliott database without modification • They are part of Elliott Database • Links • Expand Elliott database without modification • Linked documents are not part of Elliott database • Links organize external documents and make them easily accessible in Elliott

  3. Links • Links are available whenever Notes are available. • Master File Maintenance (Customer, Item, Vendor) • Inquiry Screens (Order, Stock Status, A/R Account) • Order Entry • Purchase Order Entry • Pretty much everywhere inside Elliott • The Linked documents can be Word, Excel, PDF, Images, HTML. • Basically any kind of document files that you have an application to handle.

  4. Demo – Link Any Documents • Startup a file from the DOS prompt • Startup a file from the Window Explorer • Tools -> Folder Options -> File Types -> PDF -> Advanced

  5. Links - Examples • Inventory Item Images. • Item Specification – Help Salesman Give Better Information to Customers. • Customer Web Page – Check Your Customer’s Company Activities Before You Call Them. • Customer Contracts – On Line Access Customer Contracts for Customer Service. • Manage Correspondent with Customers. • Customer Purchase Order & Vendor Invoices • Document Management • Vendor Invoice available with 7.2 release

  6. Demo – Using Links • Example of Links • Item Image • Item Specification • Item Manufacture Web Site • Customer Web Site • Customer Contract • Accessible from: item, customer, stock status, sales desk …etc.

  7. Demo – Create Links • Customer Web Site • http://www.grandlite.com/web • Customer Contract • Item Image • Item Specification • Item Manufacture Web Site • http://www.minutemanups.com/office/

  8. Type of Links • User Definable Links • Use Predefined Link Types • You Can Define Your Own Link Types • Program Links • System Built In (i.e. Map Quest) • System Links • Example (Employee Hand Book)

  9. Demo – Program & System Links • Program Links • Example: Map Quest • Does not require user to define it • System Links • Example: Employee Hand Book • M:\macola\handbook\handbook.pdf • http://www.goodwill-lbsb.org/goodwill_lbsb/hand_book.html • Available Everywhere inside Elliott

  10. Demo – Create a New Link Type • Create Link Type CUSTPO which stand for customer purchase order. • Decide where you want to store CUSTPO (i.e. M:\MACOLA\CUSTPO) • Decide the document type • Decide if you wish to assign a hot key • Use this new link type in Order Entry

  11. Demo of Ad Hoc Links • Suitable for linking customer correspondent

  12. Ad Hoc vs. Link Types • Ad Hoc Links has the following issues • No Hot Key • Move difficult to manage on the long run • Changing directory structure • Ad Hoc Links has the following benefits • Easy to use • No limitation of number of Ad Hoc links to use for each master record

  13. In Summary • Links Expand Elliott Database by making external documents accessible in Elliott.

  14. Questions & Answers

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