Customer Order Form for Rentals Equipment - PowerPoint by zyu10940


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									Fully Integrated…

     Sage 500 ERP

     Presented by:
   Alec Baghdasaryan
About IIG

• Founded in 1991
• 40+ Employees, 70% Technical
     • Over 18 years of development in MAS 90, 200
     • Over 9 years of development in MAS 500
•   Custom Programming – VB.Net / SharePoint / Java Scripts
•   Sage Gold Development Partner
•   Microsoft Gold Partner
•   MAS500 Enhancements
     •   SharePoint Based Document Management
     •   Integration with – B2B / B2C
     •   Service Dispatch / Crew Scheduling
     •   Business Partner Management
     •   RF Based Warehouse Automation
     •   Outlook Integration
     •   Intercompany A/R Cash Application

                       Sage MAS500 “Innovation” Award Winner
                                 November 2009
Rental Maestro:
Complete ERP, Rental, Production and Sales Management (CRM)
Order Entry and Fulfillment                                 Truck Scheduling
Real-time availability during order entry                   View truck schedules from rental order entry
Formatting - Headers, Footers and Subtotals                 Calendar-based view of truck schedules
Flexible Billing & Pricing
Ability to process, early / late / partial returns          Document Management
Integration with PO and Sub-Rental PO modules               Asset Management
Missing & Damaged Billing                                   Preventative maintenance can be scheduled and routed
Project Management – Costing & Profitability                through service management
Costing for products sold, rentals, crew, sub-rentals and
other expenses                                              Warehouse Management
Budget-to-Actual project costing solution                   Rent or sell from the same warehouse or limit to particular
Drill-down from top-line to source transaction              function
                                                            In transit warehouse allows for easy management of asset
Labor Scheduling                                            transfers between locations
Drag-and-drop scheduling of labor                           Set up warehouse by wave and bin
Visibility of progress through “Dispatch Board”
Service management for PM & customer repairs                Inventory Management
                                                            Multiple and unlimited warehouses, with separate pricing rules
Master Calendar
                                                            for each
Filter, Search, View and Drill-Down on Jobs, Orders,        From simple to complex availability calculations
Resources, Calendars and Tasks all from one Master          Flexible coding schema for managing physical counts
Calendar / Get from top-level calendar down to source       Inventory replenishment - Manual, Min/Max, Max, Economic
transaction from one place / Daily                          Variable and Fixed Kits
Weekly, Monthly views                                       Order Quantity (EOQ)

                         The industry’s first truly integrated rental,
                         production and sales management system
Rental Order Entry – Header Information

                                          Basic Order Information –
                                          Including Order Sub-Type

                                          Rental Dates – Charge, Delivery
                                          and Availability

                                          Ship-To Info - Including Return
                                          Via and Global Address Lookup

                                          Insurance Amount, Expiration
                                          Date and Equipment Deposit

                                          Billing Types – Fixed Contract or
                                          Time & Materials

                                          Rental Grid Button – Availability,
                                          Cart Entry, Approvals and More
Rental Order Entry – Order Sub-Type

                                      Assign an Order Sub-Type
                                      during New Order Creation

                                      Unlimited User-Defined

                                      Form Defaults

                                      Billing Defaults

                                      Account Reference Code Group
Rental Order Entry – Ship Via/Return Via and Trucking

 Set your Ship/Return Via

 Open the Trucks Tab

 Request a Delivery

 Track the Status of your request

 View all requests on the real-
 time Truck Dispatch Board
Rental Order Entry – Crew Scheduling
Add Labor lines to your order

Inquire on existing Service Calls

Request additional Service

Service Requests are updated

View all requests on the real-
time Labor Dispatch Board

                                    Line Type “L”   Unscheduled Labor in Red
Rental Order Entry – Bill Scheduling
 Select Billing Type and Sub-Type           Set Bill Schedule

                                      Bill Types
                                      Fixed Contract
                                      Time & Materials

                     Bill Sub-Types
                     Batch Invoice (many shipments single invoice)
                     Bill as Shipped (one invoice per shipment)
Rental Order Entry – Bill Scheduling – Part 2
Enter Billing Start and End Dates

Select Recurrence

Modify Recurrence (if necessary)

Generate Bill Schedule

Invoices are loaded to the Billing
Queue as specified in the Bill

  Recurrence Options
  There are an unlimited amount of recurrence options
   Daily, Weekly, Monthly
   Specific Day of Week or Month
Streamlined Rental Returns Process
with Service Management Integration
                                      1) Generate Rental Return

                                      2) Identify Missing/Damaged

                                      3) Auto-Generate Service Tickets

                                        • Real-time asset scanning
                                          eliminates manual entry

                                        • Asset return status updates
                                          availability instantly

                                        • Integration with Service
                                          Management auto-
                                          generates Service Tickets
                                          for Damaged Equipment
Business Partner Module for Contact Management

  Select statuseasily identify Inactivebyutilizing therecordscategory –lists, Company e-mails
  ViewBusiness– to be included BusinessallowsCRM functionalitystructure ordata Company and
  The your results setown contact list new CRM status, forvia color-coded to send and Bothvia
  Quicklyyour search using the in mailingPartner categorizationCompany or Contact or Contact
  Refine recordsPartnersummarized a Business Partner easy accesswithin the resultssynchronizes
           access Recordmodule and and light salespersonthe lookupto
                   your Search provides Deleted My Contacts from both MAS500,
                          status screen lists, quick and contact at functionality
  Contact levels. This unique functionality works as filter, contact-based searching.
  Records, and Vendor record information, and provides so you can further refine your search.
  integration with Microsoft Outlook.
  Customerand has a host of integrated functionality
Real-Time Job Cost Management

                                                            Right-Click drill down from the
                                                            Cost Code (Reference Code) field

                                                            View Job Information at a glance

                   The Reference Code program can also be   View Job Transaction Information
                   accessed as a stand-alone program        in the Status Tab

   Transaction Drill-Down
                                   Job-Cost Summary
   Drill-down access to all
                                   Job cost totals from Quote to
   Transactions       Transaction
 The Standardandwith the reference  Code functionality has
                  MAS500 ReferenceInvoice for quick and easy been expanded to
   lines associated
                                   profitability analysis.
 accommodate real-time rental and sales order job cost management functionality
   code – in one place!
Business Partner Notes

                                                                          Three new buttons for BP Notes

                                   Task, E-Mail, Calendar
                                                                          BP Notes

                                                              Due Dates and Status
                                                                         BP Attachments
                      Unlimited Number of Attachments

Note Categorization

      Unlimited Number of New Note
    Attachments           Categories.                    “Intelligent” context sensitive
                                              Note Inquiry
      Searchable System-Wide                             classification – BP, Contact,
                                                         Reference Code and Transaction
                                                    Information and Note Type

                         Reminders                          Accessible from all modules

                                                      “Intelligent” context sensitive
                                                      classification – BP, Contact,
                                                      Reference Code and Transaction
 Integrated Business Partner Notes and          Attachments at the Job level allows
                                                      Type.                                 for a
 holistic view of a job’s status.
                                                            Accessible from all modules
Information Integration
             Group, Inc.
         457 Palm Drive
               Suite 200
     Glendale, CA 91202

        (818) 956-3744     Alec Baghdasaryan
                            President , CEO
        (877) 475-4092     (818) 956-3744, x222
                   Fax:    (818) 402-9932, Cell
        (818) 956-3746
                           Gary Mardirossian
                           Sales Manager      (818) 956-3744, x215

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