The Problem: Large number of Purchase Orders (POs) POs are Printed and Filed One person manages...

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The Problem: Large number of Purchase Orders (POs) POs are Printed and Filed One person manages files (filing and retrieval) Several minutes to find PO Required growing storage space

Transcript of The Problem: Large number of Purchase Orders (POs) POs are Printed and Filed One person manages...

Page 1: The Problem:  Large number of Purchase Orders (POs)  POs are Printed and Filed  One person manages files (filing and retrieval)  Several minutes to.

The Problem:Large number of Purchase Orders (POs)POs are Printed and FiledOne person manages files (filing and retrieval)Several minutes to find PORequired growing storage space

Page 2: The Problem:  Large number of Purchase Orders (POs)  POs are Printed and Filed  One person manages files (filing and retrieval)  Several minutes to.

The Solution:A Small Retail Business can now file all of the orders placed quickly and easily in DA Document Manager Other records like back orders can be archived

Page 3: The Problem:  Large number of Purchase Orders (POs)  POs are Printed and Filed  One person manages files (filing and retrieval)  Several minutes to.

Use of Dates: Using Date Processed as the "Order Shipped" date, separate from the Date on the Document as the "Date Ordered" will really save time

Document Title:Name of the Vendor

Keywords: Order number

Page 4: The Problem:  Large number of Purchase Orders (POs)  POs are Printed and Filed  One person manages files (filing and retrieval)  Several minutes to.

User Defined Tag 1: Needs Attention - For quick to do lists

User Defined Tag 2: Incomplete Shipment - tag to track back orders

Passwords: Use passwords to protect sensitive information like; bank statements, credit card statements, income and other financial related items

Page 5: The Problem:  Large number of Purchase Orders (POs)  POs are Printed and Filed  One person manages files (filing and retrieval)  Several minutes to.

Case Categories:InvoiceOrderPacking SlipsProduct InformationAnd Financial Categories

Page 6: The Problem:  Large number of Purchase Orders (POs)  POs are Printed and Filed  One person manages files (filing and retrieval)  Several minutes to.

Subcategories:LegalMonthly BillReceiptsReference

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Value Proposition:Easily manage orders and back order recordsFast access to order status and special orders equates to meeting the needs of client’s faster and more effectively