are you seeing half the picture? more speed, more accuracy, less filing: using zetadocs to...

Are you seeing half the picture? More speed, more accuracy, less filing: Using Zetadocs to optimise your sales order process

Customer Day: September 18th 2014

About Equisys• Founded 1987 • Offices in London, UK and Alpharetta, GA• Over 600 installations on NAV • Zetadocs available in 20 countries in 11

languages– English, Dutch, Danish, French, German, Italian, Spanish,

etc• Chosen by Microsoft

– Zetadocs Express

Introduction to Zetadocs

Equisys and K3

• Partnership since 2008• Zetadocs trained and certified• 42 successful implementations

Agenda• The problem with paper• NAV’s Document Management module• Sales Order Processing using Zetadocs• Summary and action

Document management for NAV: a better way

Is paper on top of your accounts team?

Or are your accounts team on top of your paper?

Zetadocs can help you• Get your documents on screen…

– Sales quotes, contracts, orders– Sales invoices, delivery advice, proof of delivery– Purchase orders, goods received notes– Supplier invoices, payment advices

• …to improve document-based processes– Invoicing, collections, supplier invoice processing,

approvals etc.

• Automated sending and storage of documents

• Enhanced business processes

Reduced costs

• Easy storage of original documents

• Fast retrieval on screen

Improved service

• Reduced use of paperand postal services

• Helps customer achieve sustainability targets

Eco friendly

Customer benefits

1 2 3 4 5 60

50100150 £

£

Agenda• The problem with paper• NAV’s Document Management module• Sales Order Processing using Zetadocs• Summary and action

Zetadocs for NAV product family

Product Themes

Delivery

Distribution of documents

On-screen document

authorization

Approval

Capture

Document imaging &

filing

Product Family

Delivery Essentials

Capture Plus

Capture Essentials

Payables Approval

Zetadocs Express

Email NAV reports as

PDFsBatch

sending

Automated filing using barcodes

1 day to implement  2 days to implement  3 days to implement 

Zetadocs Express

Essentials editions

Purchase order and invoice authorization

Email NAV reports as

PDFsBatch

sending

Automated attaching of

related documents

Drag and drop

archiving

Batch capture/ scanning to queues for processing

Automated filing using barcodes

DeliveryPDF emailing

CaptureArchiving

documents

Payables ApprovalWeb-based approval

Foundation level at no extra cost

Configurable without

programming

Customizable with C/AL

programming

Plus editions

Batch sending

Automated attaching of

related documents

Batch capture/ scanning to queues for processing

Automated filing using barcodes

Purchase order and invoice authorization

Demo

Zetadocs Express

DownloadTerms

Compatibility

www.zetadocs.com No additional costs for customers on a Business Ready Enhancement PlanMicrosoft Dynamics NAV 2009Microsoft Dynamics NAV 2013Microsoft Dynamics NAV 2013 R2SharePoint Online (Office 365)SharePoint 2010 & 2013Network folder archive option

Zetadocs Express

Agenda• The problem with paper• NAV’s Document Management module• Sales Order Processing using Zetadocs• Summary and action

Electronic Invoicing• Reduces costs

– Batch delivery by email instead of conventional mail• Increases efficiency

– Saves time– Automated filing stops documents getting lost

• Improves customer service– Instant access on screen of relevant documents

Requests for quotation

Order acknowledge-

ments

Sales quotesGoods

received notes

Statements

Dispatch notes

Sales orders

Sales invoices

Credit applicatio

ns

Order amendme

nts

SOP documents

Outbound

Inbound

• Quick and easy capture of inbound documents

• On-screen retrieval of inbound documents– Stored alongside outbound documents

• Multiple users can retrieve documents from desktop in seconds– Via NAV or Web Browser

Sales Order Processing

DemoSales Order Processing

SharePoint

MFP

Link

Scan

Email, fax

FileNAV

NAV user

How it works

Zetadocs Express &Zetadocs for NAV users

Greater efficiencies and reduced costs

70-75% cost savings (HMRC)

Improved customer service

Paper invoices cost between £1 and £1.50 (Cap Gemini)

Reduces likelihood of lost documents

Carbon footprint - fewer delivery miles

Employee time savings

…half the picture?

Summary• The problem with paper• NAV’s Document Management module• Sales Order Processing using Zetadocs• Summary and action

Hard truths• Sending invoices incurs costs

– Paper invoices cost between £1 and £1.50*– Electronic invoices cost between £0.25 and

£0.40*• Using paper is time consuming, resulting

in poorer customer response times

Typical solutions

*Source: Cap Gemini

• Calculates savings for customer– Electronic delivery of documents– Electronic storage of documents– Based on document volumes

ROI calculator

Return on Investment

Available from the Zetadocs for NAV pages in the Products section of equisys.com

Promotion: Don’t see half the picture

• Half price Capture Essentials– When purchased with Delivery Essentials– For purchases 1st September – 31st December

• Discount does not apply to Software Assurance

• User count must match • Typical implementation 2 days

recommended

Promotion: Don’t see half the picture

• Example– 5 user Delivery Essentials

• Starter system (5 users) £1,250• NAV connector (NAV2009) £1,000• Software Assurance @ 20% - £500• Total £2,750

– Add Capture Essentials• 5 users (promo price) £500• Software Assurance £600

A better way…• Handling paper is time consuming

and costly• Can your business profit from

document imaging?– Visit zetadocs.com– Watch the short videos and other webinars– Speak to your K3 Account Manager or contact

us

Conclusions

Zetadocs for NAVFor more information:zetadocs.com

ian.nickson@equisys.compaul.crawley@equisys.com+44 (0)20 7203 4001

Twitter @equisysplc

Linked In linkedin.com/company/Equisys

You Tube youtube.com/user/equisysplc

documentdynamics.equisys.com

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