1 I n t u i t C o n f i d e n t i a l All Orders by NumberCruncher Solution Introduction Wednesday,...

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1 I n t u i t C o n f i d e n t i a l All Orders by NumberCruncher Solution Introduction Wednesday, December 13, 2006 Contact Information (Ian Benoliel, President, 866- 278-6243 ex 11, [email protected])

Transcript of 1 I n t u i t C o n f i d e n t i a l All Orders by NumberCruncher Solution Introduction Wednesday,...

Page 1: 1 I n t u i t C o n f i d e n t i a l All Orders by NumberCruncher Solution Introduction Wednesday, December 13, 2006 Contact Information (Ian Benoliel,

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All Orders by NumberCruncherSolution Introduction

Wednesday, December 13, 2006

Contact Information (Ian Benoliel, President, 866-278-6243 ex 11, [email protected])

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Solving Customer Needs

• Critical Mid-Market Customer Needs Addressed? - Current and prospective users of QuickBooks are looking to address one of the following needs:

•Advanced order management (examples)•Release dates on sales orders and purchase order•Batch processing of sales orders•Batch creation of purchase orders

•Advanced Inventory Control•Serial and Lot # tracking•Location and bin tracking•Label printing and scanning

•Segregate accounting data•Mobility

•Pocket Inventory

• Key Requirements for the Right Solution? •Cost: An affordable solution in terms of licensing, installation and training•Stability: A solution used by over 1000 user, based on MS SQL Server•Integration: Real-time integration with QuickBooks lists and transactions enabling use of QuickBooks rich reporting/drill down features

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Target Customer Profile

• All Orders is geared for product base companies namely:•Manufacturing•Wholesale and distribution•Light retail

• Business Size (employees, annual revenue)•2 – 500 employees•1MM +

• Customers generally have:– More than 1 location– Statutory or customer requirement to track serial or lot#s– More than 1 vendor per item– More than 1000 items– Complex purchasing requirements– Complex production process / bill of materials

• In addition to QuickBooks and All Orders, our customers will use•Ecommerce software (hosted)•CRM•CAD / CAM

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Solution Overview

• Order Management•Sales Orders

•Multiple ship dates on one sales order•Reserve purchasing to sales order•Automated filling•Batch filling•Kits and configuration•Advanced pricing levels

•Purchase Orders•Multiple vendors per item •Vendor Part #•Release dates•Approval•Batch PO Creation

•Work Orders•Bill of Material roll-up•Flex components•Steps•Statuses•WIP

•Inventory Control•Multiple warehouse management•Bins•Serial #s•Lot #s•Bar codes and labels (vendor part, UPC, Item #s)

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Solution Overview (cont’d)

QuickBooks Enterprise Integration Overview Real-time or batch integration Posts QuickBooks transactions (i.e. invoices, bills) not summary

transactions One-to-one relationship with QuickBooks List items

What information is imported into All Orders? Items, Customers, Vendors, Accounts, Sales Reps, Terms, Classes,

Shipping Methods, Payment Methods, Discounts, Item Sales Tax, Sales Tax Codes, Currencies (Canada & UK Only)

What information is created in QuickBooks? Items, Customers, Vendors, Invoice or Sales Receipts, Customer

Returns, Bills or Item Receipts, Credit Memos, Adjustments, Receive Customer Payments

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Solution Overview (cont’d)

Competitive Advantages Feature for feature with higher priced systems Similar look and feel to QuickBooks Easy linear document/work flow

End-User Pricing / Maintenance (Price includes maintenance for 1st year) 1 user 899 / 399 5 user 3,049 / 899 10 user 4999 / 1,399 20 User 8,999 / 2,299 30 User 12,499 / 3,099Additional users between increments also available.

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Solution Demonstration

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Resources Available

• Describe the available marketing, sales and support resources available including (click the links):

– Web Site www.numbercruncher.com– Free 30 fully functional 30 day trial– Partners program– Webinars– Tutorials– QuickBooks Solutions Marketplace– Product reviews– System requirements– Technical support resources

–All Orders comes with a specified number of ‘NC Hours’ which can be used for setup, training and support.

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Key Contacts

• Primary Contact Name(s) and Contact Info for…•866-278-6243

– Partner Management–Ian Benoliel (EXT 11 – ianb@)

– Sales & Marketing–Ian Benoliel or Fred Magyar (ext 14 - fredm@)

– Technical Support (support@, ext 2)

• Primary Web Site Reference (www.numbercruncher.com)