Corporate Profile

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Content

• Corporate Profile
• BOSS Overview
• Current Solutions
• BOSS Modules
• COLORS - New BOSS Web Module
• BOSS Benefits
• Supplier XML Services and BOSS

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Corporate Profile

• Established in 1993
• 13 years serving Canadian companies
• Qualified business analysts and developers
• A privately owned company
• Sustained growth and stability
• Locations in Ottawa and the GTA
• Developer of BOSS
• Branch Operating System Software
• Designed to manage the products and services
  delivery to your customers
• Focused on customer service
• Software solutions designed for your business

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BOSS Overview

• Provides an integrated solution for your
  corporate sales, service, inventory and reporting
  needs
• Designed to manage all aspects of your products
  and services delivery
• Modules function as standalone solutions with
  seamless integration solution across all
  operational lines of your business

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Current Customer Solutions

• Acc/Pac
• Great Plains
• QuickBooks
• Simply Accounting
• Business Vision
• Home Made System
• Spreadsheet
• Napkins

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Whats lacking with these solutions

• Sales lacks access to price lists, XML calls
• No rebate tracking
• Repetitive entry of line items
• Little or no service components
• No connection between orders and POs
• No integration between departments
• No industry specific reports (IBM, HP, etc.)
• No integrated web solution for customer access
• ROI Extra staff, lost rebates, lost loaners,
  time

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Boss Sales Used by sales reps to manage their
customers, create quotes and orders and track all
open orders. Built-in Customer Profiles Default
margins Custom price lists Security
checks Create Quotes/Orders in seconds Add items
at the push of a button Print, E-Mail or Fax
quotes to the customer All quotes are
automatically checked for approval
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Boss Sales Multiple order type
options Quotes, Sales, Reserved Stock, Customer
Stock, Loaner Orders, In-House Orders, Manual
POs Access to unlimited Price Lists All major
suppliers Custom price lists Access stock
items Track current order Status Back
orders Orders shipped Orders invoiced
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Boss Service Provides full management for a
companies service department. Service
Management Track open service
orders Technician Scheduler Warranty
Tracking Contract Management Retainer/block
contracts Inventory tracking for
contracts Recurring billing and scheduling
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Boss Warehouse Purchasing, Receiving, Shipping
and Accounting are built-in functions used by the
Warehouse module. Purchase Orders Automated PO
Generator, Multiple Branches, Direct to
Customer, XML calls to major suppliers Receiving
Labels, Serial/Asset numbers, Receiving Logs,
Open Payables Configuration Local configuration,
onsite or project orientated
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Boss Warehouse Shipping Packing Slips,
Delivery charges, Waybill numbers,
PODs Accounting Generate invoices, credit notes
and RMAs Generate customer statements Receive
customer payments Generate interest
charges Receive supplier invoices for
accurate costs
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Boss Inventory Actual Costing Serialized
Inventory Multiple Branches History
Tracking Customer Reserved Stock Customer Owned
Stock Returns Tracking Inventory Management and
Reporting
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Boss Reports/Graphs Commission Reports By
account manager, Inside rep or both for flexible
reporting requirements Customizable
Reports Build reports and save them Export to
multiple file formats including
Excel Profitability Report by customer, rep,
supplier, branch, item, vendor, category code,
date, part number, vendor numberand much
more. Graphs Generate graphs on totals sales,
top customer sales, top suppliers and more.
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• Allows customers to create online quotes
• Quotes are submitted and approved through BOSS
• All corporate and web orders are accessible from
  BOSS
• Customer can access product info via XML
• Extended product information available
• All orders can be tracked for current status
• Customers can search for previous orders
• Option to reprint quotes, sales orders and
  invoices
• Customize pages by company (logo, background
  messages)
• Access customize price lists for customers
• Product pricing based on four levels of pricing
• Users can log and track service request orders
• Option to view customer contracts

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Benefits

• Integrated solution for all departments
• Minimize business administration
• Reduce overall cost of doing business
• Centralized customers, sales and service orders
• Track rebates and manage price protects
• Detailed and summary reports
• Customized alerts for all aspects of your
  business

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Supplier XML Services and BOSS
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Price and Availability

• Update current product cost
• Update current availability for all warehouses
• Indicate availability for each warehouse
• Indicate ETA for each warehouse
• Option available to sales reps and purchaser

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Submit Purchase Orders

• Indicate Shipping Style, Carrier Code and
  Warehouse
• Auto detects drop ship orders
• User notes can be entered and transmitted
• Returns suppliers order number
• Option to include Order Confirmation
• Option to indicate MyOrderTracker details

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Order Status Order Detail

• Verifies suppliers Order number
• Returns and updates Suppliers Invoice number
• Indicates current Order Status, Terms, Contact
  Name and Invoice Total

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Order Status Invoice Details

• Indicates Shipment style selected
• Indicates Packaging sent to customer
• Indicates Ship To Address
• List each current line items status

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Order Status Shipment Details

• List all Containers shipped
• Indicates Ship To Address
• Provides details for Date Shipped Invoiced,
  Weight, Warehouse, Ship Via and Total Value
• Lists each line item with serial numbers

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Thank You
Please contact our sales department for more
information. sales_at_oqs.com [phone]