Welcome… Database User Group 2003 Business Meeting

Welcome…

Database User Group2003 Business

Meeting

Steve Smith

Database Support Team

DST – Portland Office

Reggie Beck – Manager of DevelopmentJeff Dobyns – Quality Assurance Spec.Terri Mahoney – Customer Support Spec.Paul Burford – Systems AdministratorMark Gholston – Systems Administrator

DST – Jacksonville Office

Steve Moeller – Senior Systems Analyst

Todd Allison – Network AdministratorTammi Frank – Customer Support

Spec.

DST – User Group Committee

Harold Petit (Chairperson) New OrleansPaul Bonness – San AntonioGreg Grimme - CincinnatiDennis Putnam - BirminghamBarb Redinger – SpokaneLeslie Reese – WaterlooRick Scott – OmahaJeffrey Sheehan – DetroitRon Stogsdill - Bridgeton

DST – User Group Committee Assistants

Rick Hull – Sioux FallsKen Livingston - RochesterJohn Sisler, Jr. - LexingtonTony Sullivan – Elk Grove VillageLance Wieland – Colorado Springs

DST Strategic Objectives

• Streamline the support experience through the use of new technologies, such as electronic communication.

• Meet the needs of our users for all technology related issues.

• Maintain our existing user-base through total customer satisfaction.

• Continue to develop the Database Software.

DST Strategic Objectives

• Streamline the support experience through the use of new technologies, such as electronic communication.

DST Support Desk – Automate job request logging

DST Strategic Objectives

DST Support Desk:

DST Strategic Objectives

DST Support Desk:

DST Strategic Objectives

DST Support Desk:

DST Strategic Objectives

DST Support Desk:

DST Strategic Objectives

DST Support Desk:

DST Strategic Objectives

DST Support Desk:

DST Strategic Objectives

DST Support Desk:

www.myjohnstone.com/DST

DST Strategic Objectives

• Meet the needs of our users for all technology related issues.

One-Stop Shop

Train DST Staff on new technologies

Cross-train DST Staff – Linux, AIX & PICK

DST Strategic Objectives

One-Stop Shop

First line of support for networking issues

Standard equipment across all Johnstone systems

DST Strategic Objectives

Train DST Staff on new technologies

Networking – RS6000 & Windows based

Red Hat Linux

DST Strategic Objectives

Cross-train DST Staff – Linux, AIX & PICK

DST Strategic Objectives

• Maintain our existing user-base through total customer satisfaction.

DST Support Desk

Additional Resources – Customer Support & NetworkingTraining – Once per week WebEx Sessions

DST Strategic Objectives

• Continue to develop the Database Software.

Signature Capture

Executive Reporting Tools

Paperless End-of-Day

Upgrade 2004

DST Strategic Objectives

Signature Capture

Currently in beta-testing at the following locations

Colorado Springs, CONew Orleans, LAJacksonville, FL

Orlando, FL

To view more information or check project status online

Go to http://dst.sitemax.com/signaturecapture.asp

DST Strategic Objectives

Executive Reporting Tools

Harold Petit, Jr.

DST Strategic Objectives – Executive Reporting

• Allows Owners to easily track sales, inventory, receivables and payables from their PC

• Simple one click access to a variety of information

• Different access levels allow owners to choose what sections users are allowed to use / see

Store Page

Goals Lines

Sales and Gross Profit Goals for theMonth are graphed with actual sales

Multiple LocationsAll sales figures can be viewed as Individual

Locations are as Combined figures

Sales $ Gross Profit $

Store Page 2

See Goals Daily

Check if goals are met on a daily basis

Multiple LocationsSwitch between locations with a single click.

Choose to Graph sales from these time periods

Invoicing – Payment Methods

Break out Pay Methods

Top Ten Invoices

See the top Invoices daily

See Top Ten Invoices from any day

Select a Date

And see the top Invoices from that day

Click pie slice for details

Select a Single Payment Method

Click credit slice to see detailed Credit Memo info

Top Ten Credit Memos

See the top Credit Memos for any given day.

Invoicing – Finding Credit Details

Simply Copy and Paste Invoice Number into DBS system to find full credit details

Double Click a Credit in the List to open details for that item

Invoicing – Shipping Methods

See breakdown of Shipping Methods

Top Ten Deliveries

See the top Shipped, Delivered and Counter Invoices

Invoicing – Credits

Easily Spot days with Large Credits

Top Ten Credits / Cash Refunds

Branch Transfers, Internet Orders

Conveniently view sales numbers for these type of orders.

Easily graph… .Branch

Transfers, Sales to Other JS Stores and Internet Orders

Detailed Top Ten Lists

View the top 10, 20, 50 or 100 Invoices over a given time period

Select From These Invoice Types… .

Service Fill Rates

View Fill Rates for a specific Inventory class

Graph Rates by Lines, Units or $ Amount

Service – Top Ten Lists

See Backordered Products, Best Sellers, etc.

Select from these Service Types

Purchasing

Breaks out Vendor Direct, Corporate, etc.

Top Ten Purchase Orders

Purchasing – Overdue PO’s

See Outstanding and Overdue PO totals side by side

Top Ten Overdue PO’s

Purchasing – Open PO’s

Top Ten Open PO’s

Double Click an entry in the list to view PO #, Due Date and other info

Purchasing – Other PO Types

Choose between Next Day, Canceled and Preseason PO’s

Purchasing – Top Ten Lists

Quickly list PO #’s and due dates of all open PO’s

Select from these PO Types

Inventory

See information updated daily that is cumbersome to get from the DBS system

Choose the time period over which to graph Inventory values

Inventory – Select a Class

See specific info for the

selected product class.

Select a single Inventory class

Inventory – Excess ItemsView the top fifty Products with an Excess Value in the Selected Class

This screen shot shows Excess Items for Products that have been discontinued (Totaling: $13,131)

Inventory – Items Below ROP

View top Products that are below ROP

Quickly see if the product is stocked at another of your Locations

A/P, A/R and Bank

View current A/P, A/R, and Bank totals. Owners would control who has access to information.

Currently Under Development

Adding Multiple Locations

Have Saturdays count as a Full Workday, Half Workday or No Workday in your monthly projections.

Add several Locations and view data combined or from individual locations

Adding Monthly Projections

Fill in Sales Projections and Gross Profit Percent Goals for all Locations

Features and Benefits

• Make better business decisions with information at the click of a button

• Turn Data into $$$ by turning dead and excess inventory into cash

• With Graphing – see trends faster• Become more aware of what is

happening in your business

DST Strategic Objectives – Executive Reporting

• Rollout is projected for Spring 2004• This is our custom system and can be

updated to suit our needs• Specifications and Hardware

Requirements are forthcoming after the first of the year

• Please send comments / suggestions via email to DatabaseSupport@johnstonesupply.com

DST Strategic Objectives

Paperless End-of-Day

Paperless EODGet started today!!!

Database Support Team

Why you should use Paperless EOD

Because…• Money Savings $$$ (paper costs).• Report storage is more efficient,

cost effective and retrieval is easy.• Archive multiple years with ease.

What it does for you!

• Reduce costs associated with EOD• Eliminate wasted resources (paper,

printer, ink, etc) associated with EOD

• Increased Store Level control of reports

• Enable Electronic report storage

Save $$$$$$ & resources

• Paper (single store 1.3 boxes of paper per month saving $30 or more per month)

• Printer wear and tear-increasing life of your hardware investment.

• Costly printer ink/toner/ribbon –get more mileage out of each.

• Cheap Electronic storage for reports.

All you have to do…

• 4 Simple Steps1. Review Standard EOD Reports.

Email custom EOD report titles to DST to include in your EOD XREF.

2. Maintain EOD XREF Listing.3. Confirm things are printing and

emailing correctly.4. Suppress traditional printing.

Making it Happen

1. Print EOD Xref listing (M-16.6)

– Check EOD Xref listing for any custom EOD reports. Contact DST to get custom reports included in your XREF file.

Making it Happen…cont.

2. Edit the EOD Xref assignments – (M-16.5 -)

Making it Happen…cont.

3. Monitor nightly printing to make sure things are emailing and/or printing correctly. (there will be duplicates until standard EOD reporting is turned off)

4. Turn off standard printing (M-12.1.1, change field 38 to HS, letting the eod xref control report output)

What the Experts Say…

• Start saving money and resources today by using paperless eod.

• Call or email DST to get started

Coming Soon…

• Paperless EOM– DST is currently beta-testing

Paperless EOM.– DST dedicated Email Server.

DST Strategic Objectives

Upgrade U2004

E-items – Products with on-hand quantity not sold in last 2 years

Auto-transfer E-items for purchase by others stores

ROP/EOQ Calculation update on non-catalog products

Phase I Elimination of Desqtop

Johnstone Supply and the Database Computer

System

2003 and Beyond…