“the effective enterprise: building for the future” running qad on your mobile device steve...

“The Effective Enterprise:Building for the Future”

Running QAD on Your Mobile Device

Steve McHugh-BroomstreetMartin Cohen-Broomstreet

Amy Vasquez-Strategic Information Group

“The Effective Enterprise:Building for the Future”www.BroomStreet.com

All names, logos and/or trademarks used are property of their respective owners.Copyright © 1995-2014 Broom Street Software, Inc. All rights reserved.

Imagine...• A sales rep, as they head out on their sales route, they have access to previous sales

statistics and navigation information on the quickest route to each stop.

• Once they arrive at a customer's location, they have instant access to any and all information the customer might inquire about at their fingertips.

• Their reassuring ability to easily answer questions helps close the sale, and they are able to put the order through immediately on their mobile device.

• That order is transmitted in real-time, and they can tell the customer then and there exactly when it is scheduled for delivery.



Imagine...• Inventory personnel using a Smartphone or Tablet to count and identify inventory. Scanning a

barcode or manually recording the inventory. All in real-time with full access to your ERP system.

• Being at a customer's site with your mobile device, viewing your customer's sales history and invoice details, placing orders, create quotes, viewing photos of inventory items with stock quantities - all in real-time...that's the power of Mobile Desk®!

• No more re-entry of orders from paper order sheets; no more uploading at the end of the day. Enter an order while at a customer's site and pickers at your warehouse can work on that order for an afternoon delivery...Now that's service!



Order Desk TM

Mobile Desk®

From Broom Street Software

Purchasing Desk TM

Inventory Desk TM

Planning Desk TM

Sales Desk TM

Mobile Trunk TM



Benefits• Improved quality of service

• Greater productivity from mobile workers

• Deeper business relationships through faster response times and more comprehensive, immediately available information

• Competitive advantage

• More accurate data capture



Who wants to be mobile?• Sales Reps/Regional Managers

• Your Customers

• Your Suppliers

• Executives

• Warehouse Staff

• Managers

• Buyers/Planners



What can I do from Mobile Desk®?

• Check order status, review KPI'S

• Release credit holds

• Scan bar codes

• Update due dates

• Change planning data

• Perform inventory transactions

• Order product

• Check inventory

• Receive alerts

• And much more!!!



Personalize Your Experience• Define data sub-sets for your User ID

• Define alerts by User ID

• View the data that’s important to your Customer/Supplier!

• View the data that's important to you!



Opportunity• Bring New Context to your Legacy Systems

• Better Informed

• More Confident

• Better Connected

• Real/Time Interactive

• The Opportunity to add new context and value to your ERP is mind blowing



QAD Supported Versions

• 9.0/EB2

• SE (All Flavors)

• EE (All Flavors)

• On Premise/Cloud

• Progress 9/10/11



Demonstration: Sales Desk

TM

• User defined list of customers

• Customer details• Valid ship-to addresses• Price lists• Sales QTD/YTD/MTD comparison to last year• Open orders• Inventory• AR• Shipment history


Presented by Amy Vasquez

Mobile Trunk Stock App


• Trunk Stock (TS) is inventory that a sales person carries with them to increase sales and service

• Company still owns the inventory• Consignment Inventory is placed at a customer to increase sales, paid for

when consumed

What is Trunk Stock and Customer Consignment Inventory?


Strategic’s Trunk Stock (TS) Program

Stock Sales Person Sales Order = Zero CostChannel = Consign

Inventory to Sales PersonShip Sales OrderInventory Received into Location = Sales Person

Surgery Performed

Replenish Parts Used

Parts used are Billed using Pending Invoice Maint from Slsps location

Parts automatically replenished


Strategic’s Consignment Program

Stock Hospital Sales Order = Zero CostChannel = Consign

Inventory in HospitalShip Sales OrderInventory Received into Location = Sold-To

Surgery Performed

Replenish Parts Used

Parts used are Billed using Pending Invoice Maintenance

Parts automatically replenished


Business Challenges with Trunk Stock/Consignment Inventory

• Timely update of inventory consumption• Revenue recognition• Extended payment terms - AR• Tracking inventory• Errors with lot number and/or serial numbers• Visibility of consignment inventory


Strategic’s Answer to the Challenges:

• Trunk Stock App for Back End• Mobile Trunk Stock App

• Access using iPhone, iPad, Android and lap top• Manage Inventory

• View inventory by account• Cycle count• Transfers

• Order management• View open orders• Initiate billing for consumed product• Place replacement or standard order


What You’ll See in the Mobile App Demo

• View/Manage Inventory• Bill for inventory used• Cycle Count• Place a consignment replenishment order


Demonstration


Review

• What we saw• Review inventory at a customer site• Billed an item that was used in surgery• Adjusted inventory using cycle counting• Created a replacement order for the item used

• Try it out• iPhone, iPad: Download app from Apple App Store• Android: Use web portal https://appsmobiledesk.com/

https://appsmobiledesk.com/

https://appsmobiledesk.com/


Q&A


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“the effective enterprise: building for the future” running qad on your mobile device steve...

Documents

effective enterprise

order desk tm mobile

broom street software

power of mobile desk

logos andor trademarks

respective owners

customers sales history

sales route