How to automate your business for fast growth - WhichAddon

1. ISSUE 2| APRIL 2018| AUTOMATION IN THE CLOUD WhichAddOn In this issue: Automating your Ecommerce Business Featured: Article: How to automate your business for fast growth Learn how you can use a system to automate your business and save money and time Learn how you can save both time and money with automation Shopify & Neto for your e-commerce business Case study: Linea Di Liara Find out more about how online stores work and what options are available Find out about Linea Di Liara - Our E- commerce automation story

2. CONTENTS T A B L E O F W E L C O M E 02 Marlon Wambeek's Welcome T E C H N I C A L A R T I C L E 04 10 14 22 32 Automating your e-commerce business E - C O M M E R C E O P T I O N S Shopify & Neto for your e-commerce business C A S E S T U D Y Linea di Liara - E-Commerce Automation H O W T O A U T O M A T E Y O U R B U S I N E S S F O R F A S T G R O W T H A case study on automation W H I C H A D D O N L I B R A R Y Upcoming practical ebooks  33 W O R K W I T H U S Book a free scope call April 2018

3. WELCOME MARLON WAMBEEK - GENERAL MANAGER Welcometoour second editionof ourmagazineatWhichAddOn. This monthpasthasbeenareallybusy month. Everyoneseemstobegetting into2018anditseemstobeflying along. Wetruly  havebeengrateful foralltheopportunitiesthathave comeourway. Thecurrentbuzzwordinourindustry isAutomation, wewanttoexplore whatthismeansandhowthiscan helpyourbusiness. Ourhopeisto takeoutthehyperboleandgetto thegrassrootslevelofwhatis realisticallypossible. Thereisalotof talkabouthowsoftwarewillendup makingcertainpositionsredundant andontheflipside, bearealvalue enhancerforothers, andtobe honestthereissometruthtoboth viewpoints. There is a lot of talk about how software will end up making certain positions redundant APRIL 2018| PAGE 2

4. Life is better in the cloud. 04 Automationcanworkbothinservice andinproductbasedbusinesses. Thispointwillbeillustratedina numberofcasestudies. Iwill illustratehowyoucanautomatea systeminawarehouse/distribution model, explainingitslimitationsand advantages, aswellashowitcanbe implementedinanypartoftheworld ifyouhaveafewkeypiecesof software. Jeriwillsharewithyou morepracticaladviceonhowyou canautomateyourbusinessforfast growthonpage22. 10 Bytheendofthiseditionwehope youwillhaveamorerealistic understandingofAutomation, andbe abletoshareitwithclients, ormake moreinformeddecisionsonwhat wouldworkbetterinyourown business. Sowithoutfurtherado, Ihopeyou enjoyApril2018’sWhichAddOn Magazine. 14 Marlon Wambeek We can help you with both Shopify and Neto setups For those who don’t understand how online stores work or aren’t that technical, WhichAddOn is here to help! Click here to book a scope call APRIL 2018| PAGE 3

5. Technical article automating your e-commerce business BY MARLONWAMBEEK APRIL 2018| PAGE4

6. Automating your E-commerce Business I'malwaysreallypassionateabouthealth, andonmyjourneytoalwaysmaintainthe highestlevelofhealth, Ihavehadmany detours, valleysandsomereallyhigh peaks. IhavebeenLacto-ovoVegetarian (eatsomeanimalproducts, iemilk, eggs, etc), thenmovedtohavingaPaleobased diet (lotsofmeat, nodairy, andlotof vegetablesandnograins), Keto (highfat, lowcarb, moderateproteins) andnow finallyIamavegan. ThereIgotitallout! Itisthetypeofquestionthatgivesyoua momenttopause, andwonderwheredoI getmyproteinfrom. SoIstarteddoinga bitofresearchandIfoundthismovement amongstprofessionalathletesall becomingvegan. Theylookedsuperstrong andevenexceededtheir peersin performanceandrecovery. SoIfigured theymustbegettingtheirproteinfrom someplace, asitisalmostimpossibleto maintainpeakperformance, without proteintosupportyourmuscularsystemat theveryleast.  I'mnotgoingtocommentonthepositives ornegativesofthesediets, howeverthe firstquestioneveryoneasksyouwhenyou becomeveganis: "Howdoyougetenoughprotein?" APRIL 2018| PAGE 5

7. Lowandbeholdafterafewweeksof researchandtrialanderror, Ifoundthere aretonsofproteinsourcesandmeat consumptionissecondhandprotein consumption. Vegansgetproteinright fromthesource, ratherthanhavinga herbivoreeatthevegetablematter, and thenweeatthem. "Vegans get protein right from the source, rather than having a herbivore eat the vegetable matter, and then we eat them. " Anywaycuttingalongstoryshort, Idecided Iwantedtohelpanyonewhowantstogo onavegandiet. Iwouldgetasmany differentproteinsources, sotheycould answerthequestionandalsoaffordablybe abletoprocurethemanyproteins. Automation software in the cloud will help you and your business to manage its inventory and keep costs down Todothis, Iwouldneedtokeepmy overheadcostsdown. TheonlywayIknew howtodothisistouseautomation. My leveragewasIknowhowtobuildsuch systems, andwithmywifeJeriwewent aboutbuildingthissystem. APRIL 2018| PAGE 6

8. "We used Shopify for our e-commerce platform, Cin7 to manage our inventory and Shipit to manage dispatch and logistics. "  The System Thesystemwefinallyset outtousewasa combinationofthreesolutions. WeusedShopify foroure-commerceplatform, Cin7tomanage ourinventoryandShipittomanagedispatch andlogistics. Shopify Whenyouautomatethesethreesystemsyou canprettymuchdoeverything, butphysically packthestock.  ThesalesprocessisautomatedusingShopifyand itsmanypluginswhichcanbasicallyactlikea shopassistantforyou. Suggestingsimilar products, assistingincomparingandsorting throughproductsthatmatchyourcriteria. You alsohaveasaleschatfunctionthatcanbe automatedtogivestandardanswersordirectly connecttoyourFacebookmessengersothatyou canassistthem, whereveryoumightbe. Further tothisyoucansetupemailmarketingandeven SMSifneededtoremindcustomerswhen specialsareonandwhentheymightberunning outofprotein/products.  APRIL 2018| PAGE 7

9. Cin 7 Whatthisendsupsavingmeisaphysicalstore, salesstaff, andalltheassociatedoverheads. Storefitoutscancostupwardsof $100k, as opposedtosettingupaShopifywhich dependingonhowmanyproductsandthesize rangesfrom $15kto $50k. Whichisstillhalfthe costswithouttheongoingoverheadsofstaffand stores. Insomeoftherepetitivetasks, Ithinkthe automatedmarketingisnowsuperiortohaving anindividual. Wherephysicalstoresedgeonline storesisthepersonaltouch. Asmuchasyoucan haveamessengerservicetohelpwithcustomer inquiries, havinganactualpersonisimpossible toreplace. Cin7isyourinventorymanagementsuperstar. It organisesthepurchasingofstock, sales (all saleschannels, i.e. e-commerce, amazon, eBay, etc). Theamountthissavesintimeis phenomenal. IfShopifyisthesexyexternals, Cin7isthebrainsofthesystemthateverything connectsto. Thetimesavedisenoughtonot haveasales/adminpersondataenteringorders andcheckingoverthemconstantly. AsCin7 automatesalltheconnections, andstreamlines theentireorderingprocess. Themoneysaved withasystemlikethisinlabourissignificant. Insteadofrequiringachannelmanagerfor eachsaleschannel. Youjustneedoneperson tooverseetheentiresalesprocess. "Store fit outs can cost up wards of $100k, as opposed to setting up a shopify which depending on how many products and the size ranges from $15k to $50k"  Whatthisallowsmetodoisgrowtoa significantsizebeforerequiringstafftomanage thisprocess, asIprettymuchcoulddoitmyself tillwearedoingturnoverofaquarterofa millioninsales.  APRIL 2018| PAGE 8

10. Shipit Final Thoughts Thisisasummaryofwhatautomationcando, and howmuchmoneyitcansaveyou. Iwillkeepyou updatedonhowthee-commercestoregoesand willbewritinginmoredetail aboutwhatworksin arealworldcasestudy, inthenewworldof automation! Shipitismydistributionplatformthatis thelegsoftheorganisation, printingout labelsforfreight. Updatingsalesstatuses onthefly, doingallthelittlethingsthat takeaconsiderableamountoftime whenyouhavetodoitmanually. What itdoesisreducepackingtime significantlyandaddsthatfinal panache, likesendingthecustomeran automatedtrackingnumberand updatingthemontheresalesorder status. ShipitworkswithCin7toachieve theseautomatedfunctions. "Updating sales statuses on the fly, doing all the little things that take a considerable amount of time when you have to do it manually" APRIL 2018| PAGE 9

11. shopify& Neto for your e-commerce business BY BRYANWEATHERALL APRIL 2018| PAGE 10

12. WhichAddOn havenowstarted assisting businesseswithbothShopifyandNeto solutions. Boththesesolutionsactase- commerceshopfrontsintheonlineworld andarepowerfultoolsformanybusinesses inthisdayandage. Butforthosewhodon’t understandhowtheyworkoraren’tthat technical, WhichAddOnisheretohelp. BothShopifyandNetooffermanysimilar services, butthere’salsoquiteabitof differencebetweenthetwo. Choosing whichoneisrightforyourbusinessisa majordecisionastheoneyouchoosewill bethefoundationforwhatyouronline presencewillbebuilton. For those who don’t understand how online stores work or aren’t that technical, WhichAddOn is here to help! APRIL 2018| PAGE 11

13. What is Shopify? ShopifyisaCanadiancompanyofferingane- commerceplatformthathelpsbusinessesto getonline. ItwasstartedbyTobiasLütke, DanielWeinand, andScottLakein2004while theywereattemptingtocreateanonlinestore sellingsnowboardingequipment. Butintheir processofcreatingtheirstore, theyrealised thatatthattime, therejustwasn’tasolution thatallowedthemtodowhattheywantedto doandintheprocessofcreatingtheirstore, theycreatedtheirownsolution, thiswould laterbecometobeknownasShopify. Thereareavarietyofwebsitethemesand templatestochoosefromforthelookofyour store. OtherfeaturesofShopifyincludetheability to: Fullycustomiseyouronlinestore Addnewsaleschannelsinseconds Manageunlimitedproductsandinventory Fulfillordersinasinglestep Tracksalesandgrowthtrends AbilitytouseShopifyinstorewithitsPOS system Shopifyisaplatformforthoselookingtosell productsonlinebutdon’tnecessarilyhaveany codingexperience BikoisanexampleofanonlinestorecreatedusingShopify APRIL 2018| PAGE 12

14. What is Neto? NetoisanAustralianbusinesswhichwas startedtohelpbusinessesintegrateinamore efficientwayacrosssaleschannels. The company’sfounderRyanMurtaghfoundthat whenhewasgrowinghisbusinessoneBay thattherewasnothingtolinkhiseBay businesstohiscompanywebsiteandnothing tolinkthattohisaccountingsoftware. Soasa solutionhebuiltwhatisknowntodayasNeto. In2015Telstrapurchasedasignificantstakein Netoandhasprovidedastrongbackingforits growthandtheresourcesforNetotooffer betterservicesfortheircustomers. OtherfeaturesofNetoincludetheabilityto: LinkeBayandAmazonmarketplaces IntegrateNetoin-storewithitsPOSsystem Createwholesalestoreswithcustomerlogins andregistrationforms Fulfilandmanageordersandinventory TracksalesgrowthandtrendsusingtheNeto retaildashboard SimilarlytoShopify, Netooffersitsuserswho maynotbetoofamiliarwithcodingtheability tocreateanonlinestoreandchooseadesign fortheirstorefromavarietyoftemplatesthey haveavailable. HoselinkisanexampleofastorecreatedusingNeto ClickhereifyouwouldlikeanyhelporwanttoknowmoreaboutShopifyorNetoforyourbusiness APRIL 2018| PAGE 13

15. case study LINEA DI LIARA BY MARLONWAMBEEK APRIL 2018| PAGE 14

16. LINEA DI LIARA LineaDiLiarahasquiteanamazingstory. FoundedbyaformerNewYorkbased paediatrician, whocouldnotfindlights tofithishouse. Hedecidedtogetsome custommade. Howevertogetthem made, hehadtoputinaminimumorder quantity, whichleftquiteafewspare. He decidedtotryhishandandsellthemon eBay. Astheysaytherestishistory,  in justover3years, LineadiLiaraisaseven figurelightingcompanyandgrowing.  INJUSTOVER3 YEARS, LINEADI LIARAISASEVEN FIGURELIGHTING COMPANYAND GROWING.  APRIL 2018| PAGE 15

17. The Problem Lineahasagreatproblem - it’sgrowingtooquickly anditsgrowthisoutstrippingitscurrentsystem. Lineasellsonlineacrossvariouschannels. Theysell onAmazon, Wayfair, Houzzanddirectlyviatheir ownretailwebsite. Eachoneofthesechannelshastheiruniquequirky waysofworking. Amazonhastheirowninterface andsetofshippingandstockingrulesthatyouare requiredtocomplywith. HouzzandWayfairboth useEDIinterfaceswithstrictrulesonshipping timesandrequirerealtimestockupdatesdirectly totheirownretailwebsites. Lineaalsohasitsown retailsitewhichrunsonShopify, aswellasutilising eBay. Needlesstosay, itisachallengetogetallthese differentsystemstointeractandworkseamlessly together. Challengeisperhapsanunderstatement initself! Lineaalsowantedthesolutiontoautomatealotof theworkflow. LetmeuseonechanneltoexplainwhatImeanby automationinahighvolumeecommerce environmentsuchasthis. Amazonistheworld'slargestretailerofgoods, and sotheyarethebestexampletouse. Currentlyhow thisworksisanorderisplacedintheirsystem, AmazonSellerCentral. Thevendorhasafew optionsofhowtheycanfulfilltheseorders. APRIL 2018| PAGE 16

18. The Problem OneistoprovidethestocktoAmazonandthey organisetheshippinganddistribution, very muchlikeaThirdPartyLogistic (3PL) provider. Thefulfilmentandshippingserviceprovidedby AmazoniscalledFulfilmentbyAmazon (FBA). ObviouslyAmazonchargesforthisserviceandit canbequiteaheftycutofyourmargin. They havetheirownuniquealgorithmthatcalculates thisbasedonalotofdifferentfactors. Thealternativeisfulfillingyourownorders, with yourownwarehouseanddistribution. Thisis muchcheaperandasyougetlargerasa business, themorecosteffective/preferable option. However, intheUSmarket, peopleorder almosteverythingonline. Amazoncertainly prefersthatvendorsuseFBAinordertoensure thattheentireordergetstocustomersasfastas possible. Whenavendorreceivesordersthatitneedsto fulfil, thisprocessiscalled "Fulfilledby Merchant" (FBM). Thecatchisthatifyouhave justsomeorders, suchasoverflowordersand theFBAwarehousedoesn’thavethestock, then yourequireasystemthatcanautomatealotof thesmallprocessestomakethishappen efficiently - thewayAmazonlikesit. Linea wantedtobeabletofulfil theirownordersas fastaspossible, haveasystemthatconsolidates allofitsordersfromthemultiplesaleschannels, managesinventoryandautomatestheentire processfromendtoendwithevery marketplace.   APRIL 2018| PAGE 17

19. Automation Letmeexplainalittlebitmoreindetailswhatisrequiredforsuchasystemtoworkeffectively: Thenuploadbackinto Amazonthetrackingcode forthedeliverysothatthe customercantracktheir order. Thesolutionneedstobeableto importtheordersautomatically fromAmazon. Thenbeabletobedispatched efficiently, whichinvolvesthe systembeingabletoidentifyeach oftheproductsweightsand dimensions, sothatitcanworkout thecorrectfreight. Updatestocklevels automaticallywhilstorders arecominginfromdifferent channelsinrealtime. Recordallthesalesinyour accountingsystematahigh levelandsimultaneously generaterealtime informationatagranular level, i.e. bestproducts, best sellingcategoriesandbest performingchannels.  Thenbeabletogeneratealabelfor theitem(s) tobedispatched. Okyoucanbreathe now. Iknowit'spretty fullonandthe solutionispretty amazing!! Beabletomanageallyour stockacrossdifferent locations, bothphysicaland virtual Manageaccountsreceivable andpayables  Automaticallyconvertasales ordertoaninvoice APRIL 2018| PAGE 18

20. The Solution WECUSTOMISEDTHECONNECTIONSSO THATTHEYWOULDMEETTHE STRINGENTREQUIREMENTSOFAMAZON, WAYFAIR, HOUZZ, ANDTHEIROWN RETAILSOLUTIONPOWEREDBY SHOPIFY. Astheysaythedevilisinthedetails. Linea startedlookingforasolutionandanumber ofsolutionscameup, Skubana, DEAR InventoryandCin7. Outofallthese solutions, Cin7seemedtobetheonly solutionthatcouldsolveallthe requirementsofLinea’s. Wecustomisedtheconnectionssothat theywouldmeetthestringent requirementsofAmazon, Wayfair, Houzz, andtheirownretailsolutionpowered by Shopify. Wealsoconfiguredalltheautomation requirementsofLineafromasales perspectivewiththehelpofanotheraddon calledShipstation. Thiscoveredtheentire workflowfromtheinitialorder, todispatch andshipping. Howeverafterdecidingonthesolution, Lineadecidedtoinstallthesolution themselves - withthehelpofCin7. Unfortunatelyitturnedintoamessthatleft themfeelingquitejadedwiththewhole process. Theownerreachedouttohis accountantfromCatchingClouds, whoin turnreachedouttoustoassist.  Howevertherewereanumberofareasthat werenot100% automated. Cin7stillhada fewtimesavingfeaturesthatwetrainedthe Lineastaffon. Thisincludedhowtobulk invoicefortysalesordersatatime, as opposedtoconvertingsalesordersoneata time. ThefinalpushfromCin7toXeroisalso notanautomatedprocess, butratheraone clickprocesswherethefinalisedinvoiceis pushedintotheXeroaccountingsystem whereaccountsreceivablesaremanaged. WhichAddOnbasicallyhadtore-implement Cin7fromscratch. Cin7didagoodjobin connectingallthedifferentsolutions, but theydidnotconfigurethesolutiontomeet theLineateamscustomrequirements. APRIL 2018| PAGE 19

21. Automation -A little rant Alittlerant... Ithinkthemostimportantthingto firstrealisewithautomationisthatitdoesnot meanyouwon’tneedtoeverworkagain, orthat youshouldcompletelystopthinking. Ifindit quitefunnythatsomeindividualsactuallythink everysingletaskcanbeautomated, andwill oftenevenfindissuewiththesoftwarebecause itisn’tso. Thereasoneverythingisnot automatedissothatthereisadegreeofcontrol atkeypointsintheentireprocess. Ifyoudidnot havethesecontrolpoints, thingscouldgo haywireveryquickly. Anyonethathasany experiencewithInventorymanagementknows howharditistomaintainatightlycontrolled system. Ultimatelyautomationislikealeveragearm, thatbasicallygivesonepersonthepowertodoa lotwithalittlegreymatter, andbyautomating identicalrepeatabletasks, ittakesthehuman errorfactorout. Italsomeansadminroleswill bereduced, asmostofthosetasksarewhatis gettingautomatedandconsolidatedinbypower user.   APRIL 2018| PAGE 20

22. The Solution “INLINEAWHATUSEDTOTAKEHOURS NOWTAKESMINUTES, WHAT  USEDTO TAKE3-4PEOPLECANNOWBEDONEBY 1.5PEOPLE.” Letmeillustratemypointbybreakingdown thefirstandprobablythesimplest requirementfromthelistabove.  Insteadthisisnowdoneautomaticallyand takesabout2-3minsforabigday. Areyou startingtoseethebenefits?? Let’sbreakthisdown: SoinLineawhatusedtotakehoursnow takesminutes, what  usedtotake 3-4 peoplecannowbedoneby1.5people. Leavingmoretimetoanalyseandforecast. Thesearesignificantsavingsindirectcosts aswellasfortheproactiveworker, itopens upmoreopportunitytoshine. Thisisthe powerofautomation.  1. Printoutalltheorders, typicallyLineagets about150-200ordersaday. (takesabout45- 60mins) 2. Re-typealltheseordersintoyour inventorymanagement/accounting solution. Thistakesaround3minson averageperorder, soonaslowdaythereis about7.5hoursworthofdataentryonabig day10hoursormore. APRIL 2018| PAGE 21

23. How to Automate your Business for Fast Growth BY JERIWAMBEEK APRIL 2018| PAGE 22

24. “FASTERANDPROACTIVESERVICE, TRUMPSREACTIVEANDMANUAL SERVICEPROCESSESANYDAY.” What is Automation? Buzzwords. Automation. MachineLearning andArtificialIntelligence. Automation, tome, istheprocessof understandingwhatyoudomanuallyona regularbasisandprogramingasoftwareto dothisforyou, completelyormuchfaster thanyoucandoitmanually. Ifyoucan replaceastepinyourworkflownormally conductedbyapersonandhaveit completedbyasoftwaresolution, youare goingtosavetimeandfreeupyourstaff, or yourself, tobeabletoworkontasksthat makeyoumoremoney. Notmanythingsupsetme, butfillingupmy socialmediafeedwithmoreindustry “news” aboutmachinelearning, artificial intelligenceandthedeathofthe bookkeeperjustmakesmybloodboil. Iwantmorepeopletowriteaboutthe practicalaspectsofbusiness. Tosharethe how. Let’salltalkaboutwhatworks. Not moreabstractcontentaboutwhatcouldbe! Overtheyears, automationhasgrownto sometimesleaveabadtasteinpeople’s mouth. Automation, tosome, feelstoo impersonal. Sotheythinkit’sbettertojust keepdoingthingsthemanualway, thelong way - theharderway. Withautomation, onceyouhaveworkedoutwhatyour manualprocessis, thereareoftenmany waysyoucanmaketheprocessfasterand evenmorepersonal, becauseyourreaction timesarefaster. Weallknowthatfasterand proactiveservice, trumpsreactiveand manualserviceprocessesanyday.  Automationisthetopicwehavedecidedto discussthismonth, tobringitdowntoearth andtacklethepracticalhow-to’s. Inthis article, Iwillsharewithyouwhat automationisonapracticallevel, howto getstartedwithautomationinyour businessandthewaysinwhich WhichAddOnclientsaroundtheworldare alreadygrowingtheirbusinesswith automation. APRIL 2018| PAGE 23

25. The fundamentals of automation It’saprocessandthesamethinghappensevery time. Whenyouhaveprocesseslikethisinyour business, wherethesamethinghappensevery time, youhavetheopportunitytoautomate. Whenyouautomateusingtheamazingsoftware toolsavailabletoyoueveryday, thenyoucansave stafftime, havestreamlinedservicestandards acrossthebusinessanditalsomakesiteasierfor youifstaffchange. Theprocessstillstaysthe same. Asyouknowbynow, Ilovetomakethe complexsimple. Automationdoesn’thaveto becomplex. Itdoesn’thavetotakedaysto brainstormandsetup, butitwilltakesome initialthinking. Let’stakesomethingsimpleeveryoneknows howtodo, likemakingacupoftea. Ifyou weretoautomatetheprocessofmakingacup oftea, maybebuildingoneofthosetea makingmachines, youwouldfirstneedto understandtheprocessofmakingtea.  Ifyouarecompletelynewtotheideaof automationinyourbusiness, let’slookatabasic processfirst. Yousendandreceiveemails, right? Let’slookatemailtemplates. Youboilthewater.  Puttheteabaginthecup.  Putateaspoonofsugarintheteacup, if youwantit.  Addtheboiledwatertothecup.  Stirtheteabaginthewaterandthentake itout.  Addsomemilk, ifyouwantit.  Enjoythetea. Mmmm…. Ilovetea. Hahaha. APRIL 2018| PAGE 24

26. E-mail templates Haveyougotemailsthatyousendthatare oftenthesame? Let’ssayanewclientemail. Here’sanexampleoftheemailtemplatewe haveinourCRMandprojectmanagement system, Accelo, thatIsenttoallnewleads thatareintroducedtome. EachtimeIaddanopportunityintomy pipelineinAccelo, whichIcandovery quicklyfrominsidemyGmailaccount, Accelowillprefillthisemailformeassoon asIamreadytoprogresstheopportunity fromLeadtoArrangeInitialCall.  BeforeweusedAcceloinourbusiness, we usedGmailCannedResponses. Ifyouarea GoogleAppsorGmailuserandhaven’tyet discoveredthejoycannedresponsescan bringtogetyoustartedonyourautomation journey, pleasecheckoutourWhichAddOn articlebyBryanWeatherallonHowto CreateCannedResponsesinGmail. Othersoftwaresystemsthatweuseand setupeverydayforclientsthatuseemail templates, areinventorymanagement systemslikeDEARInventoryandCin7. In DEARInventory, forexample, whenyou createapurchaseordertosendofftoa suppliertorequestproductsthatyouwant topurchase, youwilloftensaythesame thingoverandoveragain. APRIL 2018| PAGE 25

27. DearSupplier. Here’sPO-1234forsomeproductsweneedassoonas possible. PleaseconfirmyouhavereceivedthisPurchaseOrderand ifyouareabletosupplythesegoodsbytherequireddate, 17/4/2018. Anyquestionsatall, pleasecontactour PurchasingOfficer, JaneDoe, on0290000000. Kindregards, MyExampleBusiness Youremailislikely togosomething likethis… Otherworkflowscenariosthatwesetemail templatesforclientsusingDEARInventory andCin7include: Sendinganorderconfirmationtoa customeroncetheirorderhasbeen confirmed Sendinganemailnotificationtothe customerthattheirorderhasbeenshipped includingthecarrier, trackingcodeandlink tothetrackingwebsite Sendinganinvoicetoacustomerfor paymentbeforetheordercanbeshipped out Sendinganinvoicetothecustomerwhen theorderisshippedinsteadofsendinga papercopywiththeorder  Sendinganinvitetoacustomerwiththeir logintothebusinessB2Bportalsotheycan orderonlinewiththebusinessanytime24/7 InDEARInventory, youcansetupemail templatesthatpre-filltheemailwiththe detailsofthepurchaseorderyouaresending. Intheaboveexample, theSupplierContact FirstName, PurchaseOrdernumberand RequiredByDate.  APRIL 2018| PAGE 26

28. Onemoreexampleforyouonhowcanutilise emailtemplatesinyourbusiness. Early2017, weimplementedCin7, apowerfulinventory managementsystemintotheAustralian manufacturer, PanaChocolate. Pana Chocolatemakeshandmade, raw, vegan chocolatesthatcan’tbeshippedoutto customersonhotdaysbecauseitmelts. Weneededtoassistthemincreatinganemail thatcouldbesentinbulktoallcustomers awaitingtheirorderstoadvisethemthattheir orderwouldbelaterthanexpectedduetothe hotweatherconditions. InCin7, thiswaseasy todo. First, weaskedfortheemailtemplate andaddedthatintoCin7. Wethenactivated thebulkemailfeature. Theprocessnow, whichusedtotakethePanaChocolateteam hoursonahotday, onlytakesseconds. They cangototheirOpenSalesOrderslistandfilter thesalesbyEstimatedTimeofDelivery (ETD), bulkupdatetheETDonallrelevantopensales ordersandthenselectActions > BulkUpdate Emailtosendoutallemailsatoncetothe customersawaitingtheirorders.   Suchasimpleprocessthatcanbesolvedwith greatsoftwaresystems, likeAccelo, DEAR InventoryandCin7. Ifyouaren’tusingautomation techniqueswithemailtemplatesinyourbusiness yet, todayisthedaytostart.  SOURCE: PANACHOCOLATE.COM APRIL 2018| PAGE 27

29. Automatic Workflow Triggers & Alerts Ok, sonowemailtemplatesareoutofthe way, let’sdiscussautomaticworkflow triggers. Thebestsystemwehaveseenthis inactionsofar, isAccelo. Anothersystem welovealertsfromisFUTRLI. Whataboutknowingthatyoursales representativeshaven’tcontactedoneoftheir keyaccountsinover21days, whenyousaid thathadtohappen? Oh, andwhatabout knowingwhenanemailfromyourclienthas beensenttooneofyourteammembers askingforhelpandithasn’tbeenansweredin 24hoursasyouhavepromisedyourclientsit wouldbe! YoucanuseautomatictriggersinAcceloto automaticallynotifyyouandmembersofyour teamonexactscenarioslikethis. Icouldwrite examplesforpageshereandmaybeanother day, wewillarrangetohaveaseriesofblogs onourWhichAddOnsiteexplaininghowto setupeachone. Fornow, thebestplacetoget alltheinformationyouneedonTriggersin AcceloisthisBestPracticeswebinarrecording fromtheAcceloteamwhichyoucanwatchby clickingonthevideobelow. Accelo First, Accelo. Asmentionedabove, Accelois ourCRMandprojectmanagementsystem ofchoice. Wouldn’tyoulovetoknowwhen aprojectorjobthatyourteamisdoinghas gone30% overbudget - withoutyou runningareporttoworkitoutyourself.  APRIL 2018| PAGE 28

30. FUTRLI Anothersystemthathasaformof automatictriggers, calledalerts, isFUTRLI. FUTRLI, formerlyCrunchboards, isour systemofchoiceforclientdashboards, budgeting, forecasting, cashflowanalysis, consolidationandwhat-ifscenarios. Ifyousetincometargetsforyourbusiness eachmonth, wouldn’tyouliketobeadvised whenyouhavehityourtarget? Ortheother way, ifyouhavesetabudgetforanexpense, wouldn’tyouliketoknowwhenyourteam havegoneoverit. Therearemanymore alertscenarioswhichyoucancreate - almostanythingyouwantreally. FUTRLI pullsyourreal-timedatafromXeroor QuickBooksOnline, andthencanemailyou alertstoreviewyouraccountsbeforeyou evenopenFUTRLI, XeroorQuickBooks Online.  IamcurrentlysettingupFUTRLIforaclient thatwillhave12QuickBooksOnlineentities beingconsolidatedandindividually reportedoninFUTRLI. Shownintheimage belowisanexampleautomaticalertthat wastriggeredandsenttomyemailonsign up, alertingmetothefactthatthe expensesforthemonthwereoverthe targetvalue. APRIL 2018| PAGE 29

31. Sell Your Products and Services 24/7 "There are so many ways you can create a personalised, streamlined business that customers love. " Everwantedtosellyourproductsorservices 24/7? Sureyouhave! Maybeyoualreadyhaveanonlinewebsitewhere peoplecanbuyyourproductsorcontactyouto bookyourservices. Iftheyaregoingtoyour website, cantheybookatimewithyoudirectly withoutemailingorcallingyou? Ifawholesale customerwhohasspecialwholesalepricingwith youwantstobuyfromyou, dotheyhavetoemail youorwaituntilmorningtophoneyoursales teamtoplaceanorder - andtheyenterit manuallyintoyourinventorysystem? Secondly, Iuseanonlinebookingsystemcalled 10to8.com. IusedtouseYouCanBoookMe.com, howeverswitchedto10to8.comearlierthisyear asitprovidesgreaterautomationfunctionality. Forexample, whenacustomerbooksascope callwithmeonlineatanytime, itsendstheman emailandSMSconfirmingtheirbooking. Thenit sendsmeanemailnotifyingmeofthebooking andaddsittomyGoogleCalendar. Thegreat thingisthatnomatterhowbusymyGoogle Calendarisorwhattimezonethecustomeris bookingin, 10to8.comonlyshowsmycustomer bookingatimewithme, theavailablespotsleft inmycalendartobook.  Oh, myfriend. Thereisabetterway! Andwhat’s evenmoreexcitingisthatwhatIamsharing withyoutodayaboutautomation, it’sjustthetip oftheiceberg. Therearesomanywaysyoucan createapersonalised, streamlinedbusinessthat customerslove.  Thissavesmeawholelotoftimebackandforth withthecustomertryingtoorganisethebest timetocatchup. Therearemanysolutionsout there. Calendlyisacommononealso, however, 10to8.comwasmychoiceforanumberof reasons. ThereissomuchmoreIcandoto automatewith10to8.com, ZapierandAccelo whichIwilldo, butfornowjustthebasicsetup with10to8.comisgreatforourteam. Checkout myonlinebookingcalendarhere: jeri.10to8.com SohowdoIgetpeoplebookinginconsulting callswithmeatanytimeofthedayornight, fillingupmypipelineandcalendar, withoutany effortfromme? Firstly, IuseGoogleCalendarto recordalltheappointmentsandcommitmentsI havealready. Thisincludestraveltime, preparing fordemonstrations, myfamilycommitments - everything!  APRIL 2018| PAGE 30

32. Sonowwehavediscussedjustonewayyoucan startsellingyourservicesanytime, dayornight. Forthebusinessesouttherethataren’tselling yourproductsonlineatallyet, therearesomany waysyoucanreachmorecustomerswithyour products. Youcanreadmoreaboute-commerce platformslikeShopifyandNetoonourwebsite, WhichAddOn. However, youarelikelyalready awareoftheseplatforms. More Automation Tips WhatIwanttosharewithyouisthepowerofB2B orBusinesstoBusinessportals. Theinventory systemsthatweusepredominantlyare, DEAR InventoryandCin7. Bothoftheseinventory managementsystemshaveaB2Bmodule, which willenableyoutoselltoyourcustomers24/7with theirownindividualisedB2Bportallogin. It doesn’tmatterifthecustomerhastheirown specialpricingarrangementwithyou, whenthey logintotheirB2Bportalwiththeirlogin, theywill seetheirprices. Therearesomanydifferentwaysyoucanstart automatingyourbusiness! Ifyouwouldlikemoreautomationtipsforyour business, liketheoneswehavesharedwithyou heretoday, pleaseletusknow! Sendyour questionstoinfo@whichaddon.comandtellus whatyouwanttoknowmoreaboutwhenit comestogrowingyourbusinesswith automation.  Notonlythat, it’seasytomanageaB2Bportalas theproductdataispulledfromthemain database. Whenyouupdatetheproductdata, like imagesanddescriptionsinthemainproduct database, thisinformationflowsintotheB2B portalautomatically. APRIL 2018| PAGE 31

33. New, Coming Soon practical e-books for accountants, April 2018 EDIEssentialsforBusiness advisors & business Pre-Order Now owners each month May2018 QBO vs XeroProjecteBook APRIL 2018| PAGE 32

34. Work With Us  Inventory, EDI, E-Commerce and Retail Specialists EDI Inventory E-Commerce Retail Book a free scope call with one of our Solution Architects today whichaddon.com APRIL 2018| PAGE 33