Introducing V3.3

1

• Introducing V3.3
• Product Highlights Reviewed

2
On Demand Product Download

• Unique Get Products icon for your system tray
• Download your selection of more than 300,000
  promotional products
• Downloads into product database data, prices
  images
• Auto creates a quotation for chosen products

3
Button Changes

• Standard Buttons changed to icons with Mouse over
  descriptions
• Improves screen layout
• Assists with more detailed instructions available
• Improves translation into multiple languages

4
Enhanced E-Mail Client

• Works standalone or reads from Outlook
• Auto matches to database (no need for folders)
• One click add to job bag
• Ability to Queue E-Mails for a single client
• Choose your own Email Fonts, Headers Signature

5
E-Mail Auto Processes

• New routine that creates target lists and emails
  as one process
• Auto Merges Data from jobs, orders, despatch,
  quotes purchases
• Standard processes available or create your own

6
Bulk Emailing Documents

• Save money and improve speed of delivery of
  documents
• Sales Invoices to customers
• Statements to customers
• Despatch Notes to warehouses
• Reminders to suppliers
• Just a single click sends 100s of documents

7
Source Bespoke Requirements

• Custom routine to record bespoke requirements has
  been enhanced
• Send requirement to multiple suppliers and record
  their prices (now with currency conversion added)
• Chosen details can then be auto imported into a
  quotation including multiple prices and images

8
Enhanced Quote Options

• New Format Quotes I J
• New fields for Required Date Delivery Address
• Ability to quote a total price only or itemise
  additional costs individually
• New option to Create Catalogue from Quote

9
Add Virtual Samples to Quotes

• Add virtual samples with customer logo on to
  quotations for maximum impact
• Amend text descriptions to personalise for the
  customers
• Also have the option to upload pictures for non
  database products

10
Ability to add Supplier Details to Quotes

• Allows sales team to record cost prices and
  supplier details on additional costs eliminating
  the manual job sheet
• These details are then transferred to the sales
  order / purchase order when quote converted

11
Add Alerts / Follow Ups

• Use F8 key in most critical date fields to add a
  diary entry from quotes, orders, invoices or
  purchase orders
• Entry can be set as a pop up reminder (Auto
  Alert) that will appear even if not logged into
  software
• Can also view all previous calls related to a
  quote / order

12
Enhanced Auto Export / Report

• Now you can automate any report you have saved
• For distribution via email or created as a csv
  file
• Manage your reports easily in the new report
  admin section
• Run daily, weekly or monthly
• Unlimited capacity

13
Enhanced Customer Special Prices Options

• Store special prices at a fixed price in any
  currency (not based on exchange rate)
• Store a fixed price for any quantity of a product
• Offer a specific discount on all products in a
  category (can be different per category)

14
Enhanced Cost Management

• Can store additional costs against a quote, order
  or invoice
• If no selling price then will not print on order
• This enables you to view the true cost of each
  job and still raise Purchase Orders for items not
  on the sales order

15
Picture Order Acknowledgements

• You can now create picture acknowledgements to
  help avoid mistakes
• Format E
• Text can be changed from quotation to reflect any
  conditions of order
• Orders can now also be created in Excel

16
Enhanced PO from SO

• Ability to choose whether you want additional
  costs to be added to a purchase order
• When creating an SO from a PO you can now include
  or exclude the additional costs
• They are included by default

17
Delivery Management

• Ability to have Multi Drop Despatch Addresses on
  a single sales order
• Filter on direct delivery in Goods Received
• Report on your delivery performance

18
Traffic Light Job Bag

• Priority changed to job stage
• New traffic light job priorities available to
  make process management simple
• All documents emails can be stored in the
  electronic job bag
• Send out and manage proof approvals from here
• Reports can now monitor job by stage see also
  auto processes

19
Supplier Chasing Confirming

• New filters added to Order Progressing Direct
  Delivery Only Order Type
• You can also chase suppliers re bespoke price
  requests that have not been provided
• Purchase Order fields now added to Auto Process

20
Enhanced Accounts System

• Self Reversing Repeating Journals now available
• New Cashflow Management functionality added
• Enhanced statement print by overdue only
• Improved bulk credit card processing
• More error checking built into the software

21
Job Invoice Profitability Reports Added

• View everything about every job in one place
• Compares sales purchase orders vs sales
  purchase invoices
• Can be run by rep by project by date
• Can be filtered by order, date, rep or even
  variance to identify potential problems
• Calculates accruals WIP

22
Sales Conversion Ratios

• Compares stats by rep on a single report for
• Telephone Calls
• Sale Visits
• Quotes
• Sales Orders
• Lost Orders
• Future Orders

23
Product Database

• Linked Categories and Classifications
• E.g. Writing Instruments linked to Plastic Pens ,
  Metal Pens, Highlighters
• Works to help narrow search
• New Industry Standard Category System launched
• Can be switched on or off
• 10 Discount Breaks Now Available

24
Promotional Industry Number

• PIN Field added to Supplier database
• All main industry suppliers allocated a PIN
• Supplier Merge Button enables you to tidy up
  existing supplier
• Prevents product supplier duplication
• Enables you to keep existing account codes and
  use electronic ordering

25
www.createcatalogue.com

• Now auto zip files for you no need for separate
  winzip
• Can now create catalogues direct from quotes from
  Quotes Special Prices
• Tick box to remove products without pictures
• Whole process can be managed from one screen

26
Enhanced Configuration Options

• Enhanced Routine Set Up
• To manage functionality via Job Management
• Option to hide extra or make mandatory extra
  fields in customer prospect databases
• To control print formats used
• Additional routines added

27
Enhanced User Security

• Block reporting from individual routine
• Limit views to own accounts
• Restrict access to accounts functionality
• Restrict ability to insert or change in view
  routines and trading details

28
Self Configuration Wizard

• A new tool to help set up new system or review
  set up on existing system
• Walks you through all the main configuration
  options with explanations
• USE WITH CAUTION ON EXISTING SYSTEMS AS CAN BLANK
  YOUR DATABASE

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New Reports / Fields

• Extra fields / filters in sales order reporting
  re job management, despatch product sales
• Print Summary on Sort Option for Sub Totalling
• Auto open csv files in excel after exporting

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For More Details

• Visit knowledgebase at http//www.promoserve.co.uk
  /pages/name/knowledge-base
• Can be downloaded from http//www.promoserve.co.uk
  /pages/name/software-updates-downloads
• Join a training coursehttp//www.promoserve.co.uk
  /pages/name/the-promoserve-academy
• Join a webinar
• http//www.promoserve.co.uk/pages/name/free-webin
  ars-tutorials
• Call your Business Development Manager or
  Implementation Consultant
• Some additional subscriptions may be required for
  features marked with