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“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.
“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...• 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!
“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.
Order Desk TM
Mobile Desk®
From Broom Street Software
Purchasing Desk TM
Inventory Desk TM
Planning Desk TM
Sales Desk TM
Mobile Trunk TM
“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.
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
“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.
Who wants to be mobile?• Sales Reps/Regional Managers
• Your Customers
• Your Suppliers
• Executives
• Warehouse Staff
• Managers
• Buyers/Planners
“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.
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!!!
“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.
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!
“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.
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
“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.
QAD Supported Versions
• 9.0/EB2
• SE (All Flavors)
• EE (All Flavors)
• On Premise/Cloud
• Progress 9/10/11
“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.
“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.
“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.
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
“The Effective Enterprise:Building for the Future”
Presented by Amy Vasquez
Mobile Trunk Stock App
“The Effective Enterprise:Building for the Future”
• 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?
“The Effective Enterprise:Building for the Future”
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
“The Effective Enterprise:Building for the Future”
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
“The Effective Enterprise:Building for the Future”
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
“The Effective Enterprise:Building for the Future”
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
“The Effective Enterprise:Building for the Future”
What You’ll See in the Mobile App Demo
• View/Manage Inventory• Bill for inventory used• Cycle Count• Place a consignment replenishment order
“The Effective Enterprise:Building for the Future”
Demonstration
“The Effective Enterprise:Building for the Future”
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/
“The Effective Enterprise:Building for the Future”
Q&A
“The Effective Enterprise:Building for the Future”
www.qad.com/explore
Save the Date for Explore 2015