UniDevCo Product Overview

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UniDevCoProduct Overview

• Presented by Doug Ash
• Business Intelligence
• From Your Accounting Data

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About UniDevCo

• ACCPAC Development Partner for 14 years
• Creators of Inventory Receipts
• Designers of Order Entry
• 20 Products for ACCPAC
• Sales Analysis
• Order Entry
• Inventory Control
• Purchasing
• Custom modifications

• Reservations
• Item Tracking (Serial/Lot)
• Accounts Receivable
• Automation

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Todays Presentation

• Selling UniDevCo Products
• Sales Analysis
• Ops Inquiry
• AR Inquiry
• Stock Card
• Item Tracking
• Enhanced OE
• Add-Ins

• Whats new in 5.2
• Macros Easy
• UniResMan
• CRM Sales Analysis
• Custom Modifications
• Marketing
• Questions

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Selling UniDevCo Products

• Value is made up of
• Price
• Satisfaction

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Price

• Typical 10 user Pervasive Enterprise

Ops Inquiry AR Inquiry Sales Analysis Stock Card
UniDevCo 5K
ACCPAC 25K
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Satisfaction

• Typical Operational Installation

Reference site
Stock Position Credit Balances Sales Info Live
Desktop Automation
With UniDevCo
Very Satisfied
Without
Satisfied
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Sales Analysis Why?

• NEVER delete sales data move it to a Sales
  Analysis database
• Speed up daily processing
• Easy access to data
• Central easy reporting and fast inquiries
• Data Warehousing
• Business Intelligence

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Speed up Daily Operations
WithoutSales AnalysisWith
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Easy Access to Data
WithoutSales AnalysisWith
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Data Retrieval
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Sales Analysis Demo
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3 Way Live Desktop
Views best with a large desktop or dual monitors
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Item Inquiry

• One stop shopping for ALL item data
• Item Availability
• All prices for this item
• HOT link to Order Entry
• Open Purchase Orders
• Open Sales Orders
• Links to MISys Manufacturing
• and Much More

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Ops Inquiry

• Formerly known as UniInquiry Suite
• Includes Item Inquiry
• Fast and easy access to a wealth of info
• Purchase Orders
• Sales Orders
• Invoices and Credit Notes
• Inventory History
• Ideal for quick purchase or sales analysis

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AR Inquiry

• Customer Inquiry one stop shopping for ALL
  customer data
• Excellent collections tool
• Looks at UNPOSTED documents
• HOT link to Order Entry
• AR Document Inquiry (invoices by invoice)
• Customer Filter build a list of customers to
  call

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Stock Card

• Stock Card view of inventory
• Opening balance
• All transactions for the period
• Closing balance
• Audit Item quantities and valuations
• Item Valuation for previous periods

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Item Tracking - UniSerials

• 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

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

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UniSerials Item Tracking
Lite tracks from time of sale and after sale.
Full tracks from receipt to sale and after sale
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Enhanced OE

• Based on OE Security for ACCPAC Plus
• Prevents unauthorized orders
• Prevents duplicate orders
• Optional settings set security level
• Set warnings or prevent entirely

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Add-ins

• OE Purge removes completed sales orders
• IC Tools
• Reset Inventory Set Cost to Most Recent
• Reset Fractional Qty Purge IC History
• Rename UOM Edit IC History
• Crystal Launcher to start custom reports

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Whats new in 5.2

• Item Inquiry
• Shipments tab
• Sort/select on Trans tab
• Sales totals
• Location totals

• Ops Inquiry
• OE Inquiry Shipment file
• OE Shipment Inquiry
• Invoice Inq Shipment tab
• Order Inq Shipment Tab

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Whats new in 5.2

• AR Inquiry
• Notes tab
• Print grids
• Print Selection list

• Sales Analysis
• Add Shipment Number
• Persistent Query attributes
• Better query formatting

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Macros Easy

• Fill in forms and grids
• Based on value in other field
• Based on company wide defaults
• Based on user defined menus
• Calculate using any info on screen
• Attach pop up notes
• Selectively import export data

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CRM Sales Analysis

• Adds into Company view in ACCPAC CRM
• Select fields and sort like in Sales Analysis
• Display company (customer) specific sales data
  from UniDevCo Sales Analysis
• Shipping NOW

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CRM and Sales Analysis
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UniResMan

• 500 billion US market
• Dissatisfied with current software
• Easy to locate prospects
• Excellent service revenue
• UniResMan
• Multiple touch points to accounting
• Bi-directional data flow
• Proven design from DOS counterpart
• Session tomorrow

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Custom ModificationsSpecialists in OE/IC/PO

• ACCPAC for Windows or ACCPAC Plus
• Custom Production System
• Custom Inquiries specific data - fast
• Adding fields to OE/IC/PO
• Adding automation like automatic freight
• Extra database - external invoicing system -
  linking to ACCPAC
• Need more from ACCPAC call for a quote

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Sales Marketing Aids

• Do it yourself
• UniFlash weekly email newsletter
• Brochures
• Free demos from our web site
• How to Sell PPTs
• How to Demo Documents

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Sales Marketing Aids

• Do it with us
• Custom newsletter articles
• End user seminars
• Direct mail/fax/email assistance
• Dealer training sales and technical

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Increase Customer Satisfaction

• With EVERY IC/OE/PO sell
• Ops Inquiry
• Stock Card
• Sales Analysis
• With EVERY GL/AR/AP sell
• AR Inquiry
• Macros Easy

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Where do you go from here??

• Do you want to make UniDevCo products part of
  your standard offering??
• Install demo and learn the hot points
• Add to ALL your quotes
• Show in ALL demos
• Feature in your newsletters
• Targeted seminars

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Questions

• UniDevCo
• Broadening the Scope of ACCPAC
• Business Intelligence
• From Your Accounting Data
• www.UniDevCo.com