Introduction to Elliott V7.1

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