Download - August 2008 Roadshow V10 Launch
August2008Roadshow
V10 Launch
Pastel Channel Roadshow – August 2008
Agenda
• Softline Pastel’s Commitment
• Sneak Preview
• Pastel Accounting 2009
• Pastel Bank Manager
• Pastel Cash Manager
Tea Break
• New Channel Strategy
Softline’s commitment
Brand
• R16 Mil spent on Marketing and Advertising
Call Centre
• R25 Mil spent on Call Centre
• 170 000 Calls per month
• Globally recognized Call Centre
Strategic Alliances
• Accounting Bodies
Softline’s commitment
Technology Leaders
• Ongoing Investment in R&D
• Continuous software development and enhancements
• New products, new markets
Skills Development
• Certified Schools Programme (CSP)
• Tertiary and Commercial Training institutions
• Seeding the market (Today’s Learners – Tomorrow’s Buyers)
Sneak Preview
My BusinessOnline
My Business Online
Dashboard Sales History
My Business Online
Customer List screen
My Business Online
Edit Customer screen
My Business Online
New Invoice screen
Introducing
Pastel Accounting 2009
What’s New In Pastel Accounting 2009
What’s New in Base
• User Groups
• User Access: BIC Access, Menu Access & Processing
Options
• System Audit Trail
• Transaction Audit Trail
• Insert Lines in Cashbooks & Journals
• Force Cost Codes on Cashbooks & Journals
What’s New In Pastel Accounting 2009
What’s New in Base continued …
• “On Hold” option for Supplier Invoices
• Increased fields for Supplier Invoice Number/Customer
Reference Number – now 25 characters
• Supplier Categories
• File … Import: Mapping introduced to facilitate easy imports
• File … Pastel IronTree intergration
What’s New In Pastel Accounting 2009
What’s New in Inventory
• Gross Profit Reports: Option to run using either average or last cost
• Count Inventory
• Totals added to Variance Report
What’s New In Pastel Accounting 2009
What’s New In Pastel Accounting 2009
What’s New in Inventory
• Gross Profit Reports: Option to run using either average or last cost
• Count Inventory
• Totals added to Variance Report
• New Filter added for blocked/unblocked or both
• Item Code column enhanced on Stock Take screen so all 15
characters of the items display
What’s New In Pastel Accounting 2009
What’s New In Pastel Accounting 2009
What’s New in Xpress
• User Defined Fields
• Count Inventory
• 30 Cashbooks
What’s New In Pastel Accounting 2009
What’s New in Partner Modules
• BOM – Insert lines in Bill of Materials
• Receipting
• Multi line processing per receipt: customers, suppliers and GL
accounts
• New Reports: Receipt Summary & Receipt History
• Time & Billing – Option to Force Cost Codes on Timesheets
What’s New In Pastel Accounting 2009
What’s New in POS
• Auto Open company from POS icon in Accounting
• Users & document numbers
• Security has been tightened
• Quotes, Sales Orders & Purchase Orders now integrated
• Processing Enhancements
• Reports and Printing Enhancements
What’s New In Pastel Accounting 2009
What’s New in the database
• 5 Years transactions will now be stored
• Quotes, Sales Orders & Purchase Orders history is now stored in
the history tables when linking lines.
New Modules for 2009 Range
Bank Manager - available in Xpress and Partner
• Download statements from the bank - only major SA bank formats
available currently
• Eliminate the need to capture transactions manually
• Map the transactions on bank statement to accounts for automatic
allocation on future imports
Pastel Cash Manager
New Modules for 2009 Range
Cash Manager - available in Partner only
• Eliminate the need for scribbled notes on printed Age Analysis
• Instant Reconciliations available – no more Excel spreadsheets
• Generate Automatic chase lists for follow up
• Spend more time calling for payments, less on reconciliations and
reports
• Save interest or earn interest by reducing the average days
outstanding on your debtors book
Tea Break
Changesin Channel
Total Sales by Quarter
Total Channel Sales by Quarter
Total Cover Sales
Proposed New Channel Structure
Current Cover Retention
Year 0 100% Customer sign up on Cover
Year 1 85%
Year 2 72%
Year 3 61%
Year 4 52%
Year 5 44%
Proposed New Channel Structure
Status
• VAR Status based on New Sales target achieved
• New Sales consists of:
• New Product
• New Modules to existing customers
• Upgrades
• New Cover Sales
Proposed New Channel Structure
Star Rating
• Based on “Soft Skills”
• Stars will be awarded on the following:
• PCI / PIT certification
• Attending Roadshows/Product Launches
• Customer Satisfaction surveys
• Cover Renewals (Customer Retention)
Proposed New Channel Structure
Example
• Revenue = Product + Support + Consulting
• Change potentially only impacts Product and Support
• Product New Sales
• Support Cover Renewals
• Consulting On-Site Consulting
End
Please join us for refreshments