Purchase Order Tracking Software - PowerPoint

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Purchase Order Tracking Software - PowerPoint Powered By Docstoc
					  Selling Item Tracking Software
       (Serial/Lot# and more)
        Unisoft Development Co.

The Operational Specialists – OE IC PO SA
    This Presentation

   What is and who needs item
    tracking software?
   Why buy more software?
   Your choices
   UniSerials
   How to purchase.
   Other UniDevCo products.
      What is item tracking?
   Serial numbers or Lot numbers
   Roll/Reel numbers (fabric, carpet, wire, plastic)
   Dye lots (fabric, carpet, flooring, tiles)
   Heat number (steel)
   Multiple bins (pick sequence) per item per location
   Expiry / best before / production / warranty dates
   Extra transactions like warranty or repairs
   Scheduled Maintenance
   Bundles, pieces, pieces with X by Y dimensions
    Who needs item tracking?
   10-15% of ALL Inventory Control Users
   Need a list of detail for an item – like a
    list of serial numbers or lot numbers –
    more detail for an item
   Statutory requirements – recall of
    defective or stale dated product
Why buy more software?
   Want central serial number database
   Manual tracking is too cumbersome,
    time consuming and expensive
   Stock in pieces – sell by weight
   Loosing control of warranty claims
   Too much wasted stock
   Track: bundles, pieces, length, count,
    weight or length and width (X by Y)
Your choices
1. No new software – use existing
   programs
2. ACCPAC Options Serialized
           ®


   Inventory
3. UniSerials Lite
4. UniSerials – Full product
 Only shipping versions were compared
      Item Tracking Comparison 1 of 3
                           No New ACCPAC UniSerials UniSerials
                           Software Options - Lite
Track Serial #                                       
Track Lot #                         *                
Track On Hand                                        
Track Sold                                           
Transactions
Track Post Sale                                      
Transactions like
Warranty
Track User Defined                                   
data & transactions
      * Product not shipping
      Item Tracking Comparison 2 of 3
                            No New ACCPAC UniSerials UniSerials
                            Software Options - Lite
Integrated to:              IC OE PO IC OE      IC OE IC OE
                                       PO               IR*
Integrated to MISys                                   
Multi bins per item                                   
per location
Print extra data on                                   
Order/Invoice
Context sensitive                                     
Help
Fast & Easy Inquiry                                   
   * Manual until Inventory Receipts ships
      Item Tracking Comparison 3 of 3
                          No New ACCPAC UniSerials UniSerials
                          Software Options - Lite
Prints using               Crystal    CA-RET   Crystal   Crystal

Item Drill Down                               *        *
Web Program                                            
Update
Support available in                                    
North America
Shipping V4.2                                           


     * Using UniItemInq     ◊ Extra per user             E&OE
UniSerials Desktop
UniSerials - Flexibility
   Serial Number or Lot number control
   Roll/Reel/Heat numbers
   Multiple Bins per location
   Dates and Notes
   Tracks more item detail – user defined
   Extremely flexible
   One product – multiple configurations
Setup




        One product multiple configurations
UniSerials - Lite vs Full
   Lite tracks from the time of sale -
    including post sale transactions like
    Warranty or Repairs – does NOT track
    on hand

   Full tracks from receiving to shipping
    including ON HAND inventory
        UniSerials Lite




tracks from the time of sale
              UniSerials Full

                                              Enter Extra
IR Receipts
                                             Transactions


  MISys
 Retrieve                    OE Invoices &
                UniSerials    Credit Notes    UniSerials
                 OnHand                      Transactions
Enter/Edit
 OnHand


Group Add       OE Orders                      Inquiries

                                                            Reports
                                                             Reports




tracks On Hand from receipt to shipment
UniSerials - Integration
   Full Integration to ACCPAC
   Same IC Items and Locations
   Reserve for OE Orders
   Ship on OE Invoices
   Return via OE Credit Notes
   Receive from MISys
   Receive from Inventory Receipts (when
    IR ships)
Reserve for
Orders
Ship on
Invoices
UniSerials - Inquiry
   On hand by Item
   On hand by Serial #
   Shipments by Item
   Shipments by Serial #
   Shipments by Invoice #
   UniDevCo’s powerful and fast Inquiry
    and Report Engine – user definable
    queries – like Recalls
Pre made Inquiries
Inquiry
Engine
UniSerials - Reports
   Uses industry leading Crystal Reports
   Uses UniDevCo’s Inquiry and Report
    Engine to maintain list of reports and to
    enter parameters
   Easy to print or export the results of a
    query window without using Crystal
   Uses Brio Query for pivot inquiries
Sample
Report
    How to Purchase

   Contact your ACCPAC Dealer or Installer
   Contact UniDevCo for the dealer nearest
    you:
       Phone 604-926-3398
       Fax   604-926-3477
       info@unidevco.com
   Upgrade and Competitive Upgrade pricing
    available
   Get a demo from www.unidevco.com
    Other UniDevCo Products
   UniSalesAnalysis – very full featured sales
    analysis with new SA database, includes
    Invoice and Credit Note History
   UniInquiries Suite – Item Inquiry, Order
    Entry Inquiry, Purchase Order Inquiry
   UniStockCard – Previous months inventory
    count and valuation with summary
   UniOEPurge – delete completed sales
    orders
Other UniDevCo Products
   UniPOGen – generate PO based on
    historic sales
   UniLauncher – allows multiple versions
    of ACCPAC for Windows on one system
      **FREE**
   UniCrystalLauncher – convenient and
    easy way to launch reports – especially
    custom reports **FREE**
About Unisoft
   Unisoft Development Company Inc -
    UniDevCo
   The creators of Inventory Receipts (PO)
   The designers of Order Entry
   Operational Specialists – OE, IC, PO,
    SA, Item Tracking
   25+ ACCPAC add-ins and Products
   Custom modifications
   Awards from Computer Associates

				
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