Unisoft Development Co' Product Training

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Unisoft Development Co.Product Training

• Presented by Doug Ash
• The Operational Specialists OE IC PO SA

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About UniDevCo

• The creators of Inventory Receipts
• The designers of Order Entry
• Operational Specialists OE, IC, PO, SA, RR,
  Item Tracking (Serial )
• 20 ACCPAC add-ins and Products
• Custom modifications
• Awards from Computer Associates

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Todays Presentation

• Crystal Launcher
• Whats new in 4.2
• ACCPAC Plus
• Custom Modifications
• Dealer Plans
• Sales Aids
• Questions

• Installing
• Sales Analysis
• Stock Card
• Inquiries
• Item Tracking
• Add Ins
• ACCPAC Launcher

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Whats on the CD

• Products Setup.exe
• Sample Data UNISYM, UNISAM
• License file UNI.LIC
• How to sell PPT
• How to Demo DOC
• Comparison charts

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Installing the Software

• Setup.exe
• Sample Data see instructions
• ACCPAC Activation
• UniDevCo Activation (UNI.LIC)

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UniSalesAnalysis Why?

• Speeds up daily processing by reducing the size
  of operational files OE invoice headers and
  lines
• Central reporting and super fast inquiries from a
  single new file no file joins for Inquiry or
  Reports

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WithoutSales AnalysisWith
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Sales Analysis Database
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UniSalesAnalysis - Data

• Converts from ACCPAC Plus AI or Softrak.
• Initializes from Current data.
• Gets data from OE, IC, AR, Superclerk, Service
  Manager, D-Bit Billing.
• Same data model as ACCPAC Plus Builds new
  files Sales Analysis Database.

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UniSalesAnalysis - Technology

• Uses the ACCPAC SDK sits on desktop
• Adds a new field and new index file to each
  selected sales file.
• Instantly detects new (unretrieved)
  transactions.
• Does all file JOINS when creating the new
  records.

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UniSalesAnalysis - Features

• User defined inquiries, sorts and selects
• Budgets at user defined levels
• Full OE Invoice and CN Inquiry and Reprint
• Normalizes Salesperson code one per detail
• Optional Edits

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UniSalesAnalysis - Reports

• Uses Crystal for reporting
• Uses UniDevCos Report Engine to maintain list
  of reports and to enter parameters
• Easy to print the results of a query window
  without using Crystal
• Easy to export to Excel or HTML
• Works fine with Brio Query

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UniSalesAnalysis Examples

• Monthly reporting uses Fiscal Year/Fiscal Period
  for the first 2 fields FY, FP, Category, Item
• History reporting uses element first Category,
  Item, FY, FP
• 4 level customer Group, National Account,
  Customer, Ship to

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Inquiries

• UniItemInq one stop shopping for ALL item data
  20 tabs Including item availability
• UniOEInq user defined queries in Order Entry
• UniPOInq user defined queries in Purchase
  Orders

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UniStockCard

• Opening balance, all transactions with summary
  by type, closing balance, by item/location/fiscal
  period
• Builds a new Summary file
• Inquiry or Reports summary or detail
• Item Valuation for previous periods
• Audit Item quantities and valuations

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Item Tracking - Who needs it

• Serial/Lot and more
• 15 of ALL I/C users need more detail
• 1-2 get it.
• Big opportunity to sell software and consulting.

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Item Tracking - Who needs it

• Carpet, Fabric - Rolls Dye Lots
• Steel pieces, bundles, heat
• Drugs, Food lot numbers, quality control
• Computer Hardware serial numbers
• Multi bins (pick seq) per item per location
• Warranty tracking, Repair History

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Item Tracking - Models

• Track from the Point of Sale enter serial in
  OE or IC, recalls, warranty, history -
  UniSerials Lite
• Track from time of receiving or manufacturing
  full life history, not just post sale history. -
  UniSerials

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UniSerials - Options

• 4 user definable text fields Serial ,
  Production notes, quality level
• 2 user definable date fields best
  before(expiry), production date, warranty date
• Check for duplicates
• One product multiple configurations

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UniSerials - Options

• 2 user definable quantity fields quantity, X
  by Y
• Units of measure, conversion factors convert
  pieces to IC stocking UOM (weight)
• Pieces verses Bundles
• One product multiple configurations

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UniSerials - Integration

• Full Integration ACCPAC desktop
• Same IC Items and Locations
• Receive from MISys
• Reserve for OE Orders
• Ship on OE Invoices
• Return via OE Credit Notes

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UniSerials - OE Integration

• Two methods
• 1) Order clerk assigns serial number, prints on
  pick slip and ware house picks as instructed.
  Use OE Orders
• 2) Pickers write what has been picked and order
  clerks enter onto invoices. Use OE Invoices.

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UniSerials - Inquiry

• On hand by Item
• On hand by Serial
• Shipments by Item
• Shipments by Serial
• Shipments by Invoice
• UniDevCos powerful query engine from UniOEInq
  user definable queries.

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UniSerials - Reports

• All reports done using Crystal Reports
• Easily launch extra reports from the
  Inquiry/Report engine

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Add-ins

• UniOEPurge removes completed sales orders
• UniPOGen displays 3 years of History,
  calculates qty to order, generates PO

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UniLauncher

• Keep multi versions of ACCPAC on your System
• Launch from one ICON
• Pervasive or SQL Discovery, Small Business or
  Corporate
• FREE for all Dealers
• Download from www.unidevco.com

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UniCrystalLauncher

• Launch all reports from one ICON especially
  custom reports
• Easy and convenient
• User defined field names
• FREE for all users (for now)
• Download from www.unidevco.com

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Whats new in 4.2

• Compatible with IC, OE, PO V.2
• Convert from Unisoft to UniDevCo
• More Live Desktop
• New features, New reports
• Faster Inquiries
• Now shipping

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ACCPAC Plus

• Inventory Receipts
• UniResMan Hotel front office
• Serial/Lot Number Control UniEnhancedSerials,
  UniStock
• Manufacturing UniBuild, UniDemand, UniWorkOrder

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ACCPAC Plus Addins

• O/E Addins
• UniOESecurity
• UniOrderPurge
• UniStockRes
• UniItemInq

• I/C Addins
• UniReOrder
• UniTransfer
• UniStockCard
• UniStockTaking

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Custom ModificationsSpecialists in OE/IC/PO

• Custom Production System
• Adding fields to OE/IC/PO
• Adding automation like automatic freight
• Extra database linking to ACCPAC
• External Invoicing systems to link

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Standard Dealer Plan

• Free to all dealers and QIs
• Product demos from home page.
• Tech support (pre and post sale)
• Marketing/Sales support, incl. UniFlash email
  newsletter and free product catalog
• 30 discount off list price of full products 20
  off upgrades and support plans.
• 10 commission on all custom mods

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Premium Dealer Plan

• 299 US or 449 CDN per year. Free with 6000US
  or 9000CDN annual sales.
• PRIORITY phone support.
• 40 discount off list price of full product 30
  off upgrades and support plans.
• Activation codes for ALL products.
• 30 day terms on product purchases OAC.

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Sales Aids

• How to sell PPT Item Tracking, Sales Analysis
• How to demo Documents UniInquiries, UniSerials,
  UniSalesAnalysis
• Comparison Charts Item Tracking, SalesAnalysis
• Free Demos

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Target Applications
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Unisoft Development Co.

• Questions??
• Broadening the Scope of ACCPAC
• The Operational Specialists OE IC PO SA