1 / 92

Introduction to Elliott V7.1

Elliott V7.1 is a comprehensive ERP solution designed for businesses seeking improved performance and reliability. The software supports current Windows operating systems, integrates seamlessly with Crystal Reports, and enhances your operations through CRM, eCommerce, and supply chain management features. Notable upgrades include enhanced customer relationship tools, improved integration with ODBC, and the capability to handle real-time inventory through web services. With a focus on user experience, Elliott V7.1 helps businesses streamline their processes while maintaining data integrity and security.

megan
Télécharger la présentation

Introduction to Elliott V7.1

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

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

  2. V7.X Requirements • Windows 32-Bit Client O/S • Does not support DOS • Does not support Windows 3.X • Servers • Windows NT/2000 • Novell Netware • PSQL 2000 • Performance improvement • Very reliable • Data corruption is almost non-existent

  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 and 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 alongside V6.7 • Smooth upgrade

  5. Internet Ready • Shopping cart solution is ready (Elliott eStore) • ActiveX components & Web Services • Elliott back end supports 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. • Attributes – track additional information about customers without modifications • Events – Stock Watch, remind salesman to sell accessories for a main item purchased. • Notes – record your conversation • Ticklers – remind you to follow up

  7. Better Performance • Opens 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 opens up to 100 files • Takes half the time it use to

  8. Better Integration with Crystal • New DDF with views • Ease of use (Users doesn’t need to join tables) • Performance improvements (Joins on server side) • Impose database security through ODBC • All ODBC integrations benefit from new DDF

  9. Defining Elliott V7.1 • Accounting and Finance • Supply Chain Management & Production • Customer Relationship Management • eCommerce and eBusiness

  10. Accounting And Finance • 25 Years of Tradition • MCBA (since 1970s) • Macola (since 1980s) • Elliott (since 1999) • Relationship with Macola (Exact) • Pay Macola royalty fees for new sales • We are independent of Macola • We control all aspects of Elliott • Similar to Macola’s arrangement with MCBA

  11. Supply Chain Management & Production • EDI • Web Interface • Remote Sales Order Taking • Shipping Management • Available to Promise – Real Time MRP • Manufacturing Functions

  12. eCommerce and eBusiness • Elliott eStore • Requires customers to host web site • Uses ActiveX • Elliott eStore.NET • Does not require customer to host web site • Uses Web Services • Implementation more flexible and cost effective than Elliott eStore • Scheduled release 2nd quarter of 2003

  13. EDI • Support 850, 810 and 856 • Use Shipping Verification to support UCC-128 label • Works with Sales Order Import/Export Add-on modules • Netcellent provides EDI mapping services

  14. Web And Supply Chain • Elliott eStore • Take orders on the web • Check order status and tracking numbers • Invoice history • Web Services • Expose real time inventory • Take On-Line orders

  15. Remote Sales Order Taking • “Take An Order” Interface • A Palm Pilot Solution • Take orders at trade shows • Sales Order Import & Export • Take orders at trade shows • Traveling salesmen can take orders • Export orders and transfer to central office • Central office imports orders • Can add Customers and Ship-To • Terminal Service

  16. Notes & Ticklers • Notes • Memo • Print on documents • Ticklers • Management Tools • Knowledge Base

  17. The New Tool Bar

  18. Customer Memo Note

  19. Make a Note a Tickler

  20. Examples of Notes • Examples of Notes • Customers • Vendors • Employees • Salesmen • Items • Sales Orders / Invoice History (Printing) • Purchase Orders (Printing) • A/R Open Items (Collection Notes) • Many more

  21. Supervisor Tickler Function

  22. Drill Down to User EMK

  23. Supervisor Tickler Function

  24. Drill Down to Managers

  25. Drill Down to a Subordinate of a Manager

  26. Outstanding Task List

  27. Tickler Usage • A/R Collector’s Follow up Tool • Check is in the mail? • Follow up on leads • Regular Customer Follow up and Maintenance • Customer Services • Management Tool

  28. Use Notes for Knowledgebase

  29. Search Key Words

  30. Determine Search Scope

  31. Search Results

  32. Find The Solution

  33. Attributes • Available everywhere Notes are available • Expand your database without modifications • Key CRM feature • Works with Mass Email or Export Processor • Attributes have a face lift (GUI) in V7.1

  34. Customer Attribute

  35. Expand DB Without Modifications

  36. Links • Similar to notes attached to a master record (i.e. Customers or Vendors). • Unlike notes, the information comes from an existing document. • Can be Word, Excel, PDF, Images, HTML, or any file on your system. • Links can be an URL address, Email address or an EXE command.

  37. Link – Examples • Inventory item images • Access item specifications – Help salesman give better information to customers • Access customer’s web page – check your customer’s company activities before you call • Access customer’s contract documentation • Manage correspondent with customers • Much, much more…

  38. Special Links • Yahoo Map or Map Quest • Elliott V7.0 uses Yahoo Map • Elliott V7.1 uses Map Quest by default • System Links • Links available anywhere

  39. Customer Links

  40. Customer Links

  41. Check Customer’s Web Site Before You Call

  42. Get a Map Before You Visit a Customer

  43. How About Aerial Photo?

  44. Item Links

  45. Stock Status Inquiry

  46. Item Specification Sheet

  47. eContact • Key for Elliott web solution • Mass Email database • Elliott CRM solution feature • In V7.1, E-Mail address is not mandatory • V7.1 provides eContact Manager

  48. Customer Contacts

  49. Customer Contacts

  50. Contact - General Tab

More Related