SAP Business One for
Good morning everyone this is xxxx. I am going to run through SAP Business One with
a flavor on Distribution and Inventory Planning.
If you thought you were going to be attending the Make to O
session, you are in the wrong session. We would encourage you to jump over to
www.gotomeeting.com/join and join meeting ID number XXX
If you wanted to see Distibution and Inventory planning which is of course the more
iting part, then you are in the right place.
If everyone is good, we will go ahead and get started here
This morning we are going to run through a number of things. I’ve got an agenda
showing up here on the screen.
This agenda shows first of al
l we are going to touch briefly on why organizations like
yours look to put in new business systems. What most objectives are.
We’ll talk about who we are
Navigator and SAP.
We’ll talk at a high level about the functionality of SAP Business One
ll talk very briefly about technology
Most of the next hour we will spend in live software talking about our sample customer
OEC Office Equipment and their Distribution Operation.
We’ll finish up talking about some of our customer success stories. And
talk about next steps.
Now if you have any questions, we’d encourage you to hold those questions until the end
of the session. If we have time at the end we will be very happy to answer those
questions for you. If we get to the end and you
are unable to ask your questions or are
unable to get a satisfactory answer to those, we would encourage you to email those
questions to the sales rep you have been working with. Or, if you are not sure of who
that is, to email your questions to BrianH@
New Business System Objectives
Why do people by new business systems?
Generally, they are growing companies they are looking to increase their revenues and or
grow their profits.
They to monitor their operations in a real time fashion .
Not having to wait until month
end or some special static report is generated.
Operationally, they want to increase upsale opportunities and margins. When taking an
order they want to be promted for new things they can sell or analyis the margins to ma
sure they are selling at a profit. They want to reduce inventory and increase turns
They want to increase their customer service levels.
They want to decrease the stock outs and lost sales.
On the systems side they want to manage one integrated
application. A lot ofour
prospective customers are tired of having a CRM system over here and an accounting
system over here and they are doing everything on a spreadsheet.
They want to improve order entry and customer service.
They want to improve acc
ess to data
And want to implement business alerts and workflow
You probably have some additional things to consider, but these are just a few things we
have put together.
A lot of people have heard of SAP . They are world’s number 1 provider o
Sap has millions of users,
Over 40 thousand customers
They have over 28,000 employees of which 11,000 of those do nothing but develop and
improve the software so that you always have the state of the art and the best software in
SAP runs in over 50 countries and over 36years of experience
You will recognize a lot of these company names because SAP runs the worlds largest
and most successful companies.
Additional Facts on SAP
In fact if you were to look at it, 8 to o
f 10 business, they run on SAP systems
But it is lesser known that majority of their customers are not large enterprises.
There are over 24,000 small and mid
sized businesses that run on SAP
In fact, worldwide, 60 percent of all business transactions
occur on SAP system
SAP for the Largest and Smallest Companies
A lot of people know SAP by mySAP also known as R/3 which the fortune 500 run. But
we are not here to talk about that, we are here to talk about SAP Business One which is
Fortune 500,000 and the smaller companies we work with.
About SAP Business One
SAP Business One is a proven product
It has been in the marketplace since 2002. It has enjoyed significant growth. Today there
are more than 18,000 companies that run SAP
It’s available in over 37 separate country versions and in over 14 different languages
In a study that was done, it was found that companies that run SAP were found to be 32%
more profitable than those that don’t. So if you were to take
all the other systems that run
out there whether it is Quickbooks, or Peachtree or some MAS product or Oracle or any
of those others that are out there
they are less profitable by 32% on average than a SAP
Who we are
Navigator is a SAP Busin
ess One Partner. We have been selling business systems to
companies like yours since 1994 and helped over 1000 customers.
We are focused on the Distribution Industry and focused exclusively on SAP Business
We install, train and help you implement
Business One to meet your specific business
needs and key business indicators.
We help you improve your overall business processes. Thus making every customer a
best run business.
SAP has few different level partners. The highest being the Gold Partn
You’ll notice Navigator is a SAP gold partner.
We’ve received numerous awards over the years
Cumulating last year in the Pinnacle award which is a world wide award for the top
innovator within the SAP community.
Part of the SAP top 10 club.
er of the year in 2006
Best New partner of the year selling business one in 2005
The Integration of SAP
When we work with customers we find that they are automated, but they have islands or
silos of automation. What this means is that
Sales might be r
unning Goldmine or ACT or salesforce.com
Finance might be running PeachTree, or QuickBooks or MAS 90
Operations may have to input data to the accounting program but often use an access
database or excel spreadsheets.
Customer Service may not work off of
anything and the Executive gets his information
off of month old spreadsheets and bank documents.
That is not to say that businesses that run this way aren’t profitable because many times
they are. But they spend a lot of energy time and effort trying t
o get the right information
in order to move forward vs spending that time and effort and energy growing their
In the SAP Business One world, it is one application and one view ; one single database
of everything in real time.
Sales knows what
Customer service issues are happening with their customers. Finance
and Operation can see large opportunities coming down from Sales. Sales can see credit
issues that affect their customers. And executives get to see it all in real time and can see
n one dashboard.
And that is why it is called business management software. Its not just accounting
software. Some people like to run Great Plains. Its great accounting software but its
accounting software. This is business management software that is
designed to run the
Functionality of Business One
In SAP Business One, all our customers have the following functionality off the shelf.
From Financials, Chart of Accounts, Accounts Receivable, Accounts Payable through
Sales, Order Entry, Drop Ship, Mult Currency, Multi Pricelist, through Customer
Relationship Management, Opportunity and Pipeline Management
It has Purchasing where you can do purchase orders, returns even do landed cost, vendor
lysis and even have multi
currency prices lists on the purchasing side
On the inventory side of course you can do all your inventory control, serial management,
warehouse transfers, consignment, it even has different units of measure and conversions
Operationally you can do picks and packs and kitting.
It has multi level bills of materials and production orders you can even back flush and do
min max ordering
everything you need to do within the operation.
For Service it has warranty tracking,
ticket tracking, customer equipment tracking,
Everything in Business One is based on advanced technologies such as drag and relate
which enable you to do ad
hoc reporting from anywhere within the application. You can
have any window op
en in Business One ,window meaning purchase order or sales order,
and then drag any field to create an instant report.
It has alerts and workflows
And the UI or user interface even has the ability for you to customize your user interface
to your specific
look and feel
SAP Business One is fully integrated with Microsoft Word, Outlook and Excel without
Also included with Business One is a full business intelligence component for companies
that want to create and view custom informati
SAP Business One has a Software Development Kit which provides extensibility to
advanced modules so if you don’t see everything you need to do within this list of core
capabilities, know that there is a
There is a library of advanced modul
es that have been designed within the Software
Development Kit to provide you with advanced capabilities.
These are not necessarily developed in the SDK. Some of them are developed by other
companies. But what we are here to focus
on, because we are focusing on distribution is
about distribution modules and advanced capabilities.
We do have a point of sale solution for those interested in that and there is also a e
commerce solution and a mobile solution for those of you have sa
les reps who are
Technology behind SAP Business One
If you are into technology, then you want to know that it's a modern client/server
architecture designed to support XML. SOAP, COM, and .NET..
If you don't know what those mean. Th
it doesn't really matter. But as a
business owner you may want to know that it runs on an industry
database. Typically in North America
SQL Server, but there are other options.
You can get out to your remote office
s via terminal server or Internet. You can access
remotely via remote web
based devices. As mentioned previously you can access via
handheld or a Blackberry or with a laptop in the field disconnected from the database.
Ok that’s our quick
overview of who we are. We covered at a high level the functionality
and technology of SAP Business One.
Now I am going to talk mainly about out sample customer and go into live software.
Now we are going to walk through the day with our sample custo
mer OEC’s Distribution
OEC Sells equipment to businesses
things like printers, servers those sorts of things,
and they use SAP to run their entire business.
We are going to profile two people Sophie, their new sales rep. S
he is new with us, she’s
and just wants to make a sale at any price.
We will see her manager, who you can see is rather stern because he has to manage
Sophie, but also he is the sales manager, he is the logistics manager and he is the
use and shipping supervisor.
A Day in the life of Sophie & her Manager
We are going to start off the day with Sophie and her manager.
Sophie is going to enter an order. She is going to process an order for printers for her
customer that is on the phon
e. She is going to use some advanced functionality to check
Available to Promise or ATP. This is where Sophie will get into a little trouble. She is
going to discount out of policy. That will require an approval from her manager. We
will see how busin
ess one helps her manager work with Sophie.
The manager is going to receive the approval request. He’ll review the order and the
account and part history. And then he will go ahead and approve the discount online.
Look and Feel of Business One
logged in already as the Manager. You can see his picture down here. He is set
up as a superuser so he gets access to everything in the system.
He can access, Administration, Financials, AR, Purchasing
In SAP Business One we call Customers, Vendors o
r Prospects and Leads
You will also see the additional modules Inventory, Production, MRP, HR and lots of
Across the top you will see the standard navigation toolbar. He can print anything, email
or text messag
e or fax anything, he can export to Excel or to Word.
One of the features in Business One that is nice is what we call form settings. This is
one of the ways you can personalize Business One. I’m looking at a relatively simple
ed the main menu, but this work on virtually any window like purchasing or
order entry and things like that where if the user doesn’t need functions I can go ahead
and turn them off and it instantly configures the screen.
Now I am going to need most of th
ese so I will go ahead and turn them all back on. But
you get the idea.
Messages and Alerts
The other thing that I want to point out is what we call our messages and alerts overview.
This is where some of the alerts and workflow will show up. Alerts are
activities scheduled for today so these are reminders of tasks meetings appointments and
phone calls I’m supposed to make. And there are also things called online or live reports.
This example is Expedite Customer Deliveries. This is a repor
t that I have told Business
One to deliver to my desk when I logon at 8:00 in the morning. Maybe I want this to run
every 30 minutes, maybe its 15th of every month. Those are things I can do to use this to
work by exception.
We’ll come back and use thi
s a little later but I wanted to point this out.
Sophie Process an Order
We’ll go over to Sophie,. I logged in as Sophie. You can see her system is a little bit
simpler. I’ve got her picture down here.
I’m going to go ahead and start the process where
Sophie is going to process an order.
I’m going to go to Sales order and Bring that up.
If I know the customer I can just type it in but I can also just hit the button and start to
type and it’s going to find Microchips who is the customer we have on the
I’ll choose that and it brings it into the sales order the sales order. Defaults to the contact
and those sorts of things. Brings in the Default ship to, bill to preferred shipping type
In this case the customer wants to buy some IBM printers.
I don’t know the part
numbers, but I know IBM is in the name, so in the description I type in IBM with a
wildcard, hit tab and it brings up all the items that have the letters IBM in them
So say she wants to sell him A0001, A00002 and A00003. We are g
oing to chose those
three and bring that in.
One of the things when I exit A0001 is that the system is going to pop an alert and say
Hey this is an upsell opportunity.
You might want to up sell him to the 1222 printer because it's faster or or you may
to add this printer pack for home use and increase the sale.
I talked to the customer and they declined that so we won't do that. That's fine we will
just continue on the order.
The customer does want 450 of the A0001 printers
so I type in 45
A couple things it does tell me we only have 413 in stock. We have 9 committed to a
We can't deliver all those, but one thing we can do is drill down and look at our available
It tells me 413 in stock, 9 committed but we c
an deliver 404 and for now and ship the
balance on April 30 because it's a 30 thirty day lead time.
I can ask the customer do you want to split it right now or do you want to wait until April
and the customer says yes, I'll take the 400 right now.
aybe I want to subtotal all my IBM printers maybe I want to add in a Lexmark
printer (Lexmart 4029) as well because we are interested in that so I'll go ahead and
choose that I'll subtotal my Lexmark printers and then if I want I can make a grand total.
The customer says Sophie I really need a better price can I get can I get 30% off. Sophie
says well sure. I get paid on gross sale but I'm on paid on gross sale I don't get paid on
margin so I'll do 30% so she types in 30% and adds the order.
cts that the discount is out of policy and prompts for an approval process so it
has to be approved and she types in “please approve I need the sale”
Alert’s the Manager
What you see and you heard you heard is the alert as it pops on the manager's desk an
tells us this needs approval.
He clicks on the alert and drills down and it says it's requiring approval.
It's document 36
He can drill down on his desk it was saved as a sales order draft pending approval.
he can drill down and say well that's a ni
ce sized order but 30% is little too much it looks
like there are credit issues with this customer so he can check out what kind of money
were making on this order by clicking on the gross profit key
It looks like on A0001 We are going to lose money. So, t
hat's not necessarily a great idea
as the line in red is particularly a challenge so we'll drill down and look at that particular
It looks like we've got the A01. printer if I want I can drill down to see how we've been
purchasing it when we purchas
ed it was the last time we purchased it
We can see how well it has been selling it looks like we have sold a few but we have
been actually making money on so I'm not sure what Sophie has in mind here but maybe
we have so much in inventory that we are tryin
g to move it out.
Well we've got 400 in stock so maybe we want to move these out and take a bit of a loss
Well we are going to assume that's okay and go ahead approve it because well I need the
The manager can approve it right now but he wan
ts to work with Sophie so you can
approve it and write in the remarks great sale approved. He clicks update
It goes back to Sophie here in a second.
And so Sophie is informed that has been approved. She drills down on that. She sees to
sales order draft
has been approved she will go ahead and add it in.
She brings it back up and will e
mail it here
Sophie Emails the Customer
She will e
mail the order to the customer for confirmation.
All of our reports and forms will come in report writer format so t
hese can look any way
you want them too. These are default samples but certainly you can change or logo and
layout anyway you choose. .
And it is automatically going to go out to Fred at microchips and she will say thank you
we will ship ASAP
l also copy her manager on that and she will just send that to him internally she
goes ahead and send that off.
Sophie is done for the day so we will send her home because she just made a $100,000
sale which we just lost money but we made the sale
anager immediately gets a copy of that email, drills down and will see that order.
We’re going to go back to power point here
So what we've gone through here is Sophie's entered an order is checked available to
promise Sophie's check av
ailable to promise made a discount out of policy so so approval
The manager got the approval approved it reviewed the order, the account, part history
and approve it online.
What we've been able to do is possibly increase margins, or at leas
t know we are taking a
sale that is a challenge and hopefully increase our profitability.
Sophie received the e
mail online she added the order and created an e
for the customer and copied her manager.
The manager got it back and saw th
at it was a special order so he's going to go ahead and
process the order and creative direct purchase order to dropship it and then he's going to
analyze the purchase order via our drag and relate technology
So back into business one.
Purchase to Order
Here's the order
he wants to make it a special order especially because we're losing
money he wants to negotiate a special price and there's 400 or 500 units on the order.
ahead and click on the purchase order and click update and it brings the it
we are going to ahead and special order this one part for 400 and will go ahead and try to
negotiate better terms will tell add that in what it's done has created a purchase order
especially for that.
Now if we go to purchasing pull up the last on
e that was created and to see that we have a
purchase order that was created from sales order number 36.
One of the things that might one ask at this point is what other purchase orders do we
have open for this customer. This is one of the ways I will sho
w you some of our drag
and relate capabilities. As I said I can drag any field on any window in this case the
vendor code on the purchase order.
I can drag it and say how many open purchase orders do I have open from Acme
Associates. Now it looks like we
buy a lot from Acme.
What sort of things do we buy from them. So I can drag it down to details so we can see
of course we buy our IBM printers are also some teen jerseys and some stuff like that. So
this is obviously a very flexible vendor we buy a lot
of different things from.
So I guess the question is who do we sell these 1312 printers to so I can drag it over to
sales orders these are all the customers that we sell 1312 printers.
What we do sell a lot to microchips. What else do they buy So I c
an drag it to details this
is what we sold. It's what we call drag and relate from us?
And if anytime I say Gee I would like to get that out to Excel in a couple clicks of the
mouse entering or any window can go to Excel. Go ahead and close up those wi
and let's go back to power point and talk about what we did.
The manager saw that this was a special order. Entered a special purchase order to
dropship that he analyze the purchase order via drag and relate. Hopefully that improves
the sales produ
ctivity improves the customer service levels because were able to get that
dropship and move quickly through that.
So the last thing were going to do is run some reports in show business one standard
reporting functionality we are going to go ahead and ru
n the open items report for
invoices and drill to a problem account for collections and then exported out to e
Excel and Word.
Back in Business One
MS Office Integration
We wil go back to modules. slide down to reports. And I'm going to go sales and
purchasing open items list .
This is a typical report in business one. We call it a live report because I can sort it on the
screen. I can have multiple selections I can look at open quotes deliveries production
orders whatever it is in this case were
looking at open
ar invoices. Now in business one
you'll see these Golden arrows. These Golden arrows are drill downs to additional
So in this case since I'm looking at open
air invoices this Golden arrow is of course going
to Drill dow
n to an open
air invoice in this case it is AR invoice number 25 which is for
$55,000 and oh about 11 months past due.
A little bit of a problem on this when I think so I can drill down on the customer and see
what's going on and I can look at their accou
I can drill down and see their whole sales analysi
s of what
they've been buying.
Or returning, things like that.
I can also look at all their activities because this has fully integrated CRM I can see every
ity we've had the sales, collections and things like that.
But maybe I am interested in what attempts have been made to collect on this particular
day A/R invoice.
So I'll drill down I want to look at related activities
So these are the collection activ
ities we have done for this particular invoice
So what I may want to do is launch a new collection activity.
So go down and click on new activity.
It's a phone call, it's a collection call. Since we've had two previous attempts this is the
before we send it to collection agency or God help them at Smith.
So go to third attempt.
And say make them pay
It's defaulted to me but I will assign it to Sophie to get them to pay and can schedule it
and go ahead and add it
Now what's nice about th
is because it's a fully integrated CRM system it's going to pop
up on Sophie's desk inside business one.
She's going to click on the Golden arrow drill down while she's talking to the customer
and get it collected.
In other systems it would e
mail into Ou
tlook Sophie might be in Outlook and would
have to log in to the business system to find it. It's just one click in business one. So
we'll go ahead and add that and get Sophie trying to collect on that large open invoice
Now other standard business one
report capabilities. You can e
mail anything. Maybe I
want to send this out to my collections agency. You can click on that e
mail out a PDF
report. I can have it go out through Outlook.
As I talked about before you can send any report out to Excel
with a couple clicks.
Or, I could also send it out to word. In this case I want to create collection letters. I can
go ahead and mail merge that letter out to everyone who owes us money. I can see it has
automatically created 24 letters. Another t
hing I could do is automatically mail merge
these out to an e
mail and send those out to customers electronically
These are just standard capabilities of reporting in business one and their integration with
office meaning Excel Word and Outlook
And it's all about increasing product productivity of management.
A Day with the Logistics Manager
So now we are going to spend a day with our logistics manager.
Forecast & History
We are going to start off with him doing some of the fore
cast in history he's going to drill
down the items look at some of the historical demand and current demand and supply in
order to determine which vendor to work with and then create some purchase orders
We can drill down to look at some charts and dashbo
ards but let's just go ahead and drill
into the software and take a look at some order recommendations.
Let's head back to business one. He brings up the order recommendation report. And
he's going to focus on printers.
And he clicks OK and brings tha
And these are the things in the printer category that we have to worry about buying. And
he can see the things in red means I'm already late on.
So I'm not keeping up on my purchasing because they're within the leadtime window
that's why we
flag them in red.
The A1 printer looks like it's a popular printer. I can go ahead and drill down on that
If I want I can look at what we have in inventory like we saw before. I can see we've got
multiple warehouses. That's a default bin loca
Go ahead and click on history. And it shows me the current forecast and what we've
done monthly for the past three or four years. It looks like we've got all excited at the
end of 2007 because sales get going up and so it looks like we created th
is forecast to sell
1200 this year.
That of course is the sales forecast and we all know that the sales forecast is a little bit
more optimistic. So I could purchase according to that. Or I could purchase according to
the forecast, based on the histor
y and mirror what we did last year. There are several
methods you can base your forecast upon. It could be simple from history last year. It
could be a sales forecast. Or it could be a multiple forecast, depending upon what makes
sense for your company
In this case, since my boss is the sales guy. I'm going to go ahead and go with the sales
forecast. Because he promised they would make the sales. At least I'll try to do a smart
buy. So I'm going to drill down to what we call an item inquiry scree
And what this does is give you a 360° view of the item. Open only or everything. I can
look at the supply
These are the purchase orders that we have open.
Or I can look at the drill down and see everything on the inventory
, what we have on
This gives you a real
time netting of how the inventory is flowing. We are starting off
with 413. We have an order coming in for 100 that takes up to 513 and another 50 then
we have sales that take it down. And back and forth. S
o I can get a feel for the ins and
outs in real time on the system.
Since we need to make some better buying on this. I can click on pricing, it's going to
show me all the customers that buy a lot from us. What they're expecting on lead times
as well as
the vendors and what we are expecting from them on lead Times, including
quality comments. Default pricing, quantity pricing, in this case if we could have up sold
to 500 on that other order, we could have offered a 25% discount.
So we have an all
screen that shows everything there is to know about this part.
Since, we need to get these purchase orders out. I'm going to just select all and Hit
create and update. What this is going to do is create 4 purchase orders. In my case, I can
ly to the purchase orders. In some cases you may want to use workflow to create
I go back to purchasing, purchase orders, bring it the last one created. It is the last one
created by the purchase order, planning wizard.
And I'm going to
go back to power point and review what we just went through.
We look at order recommendations. We go to some items. We look at the current and
historical demand lifted demand and supply look at which vendor to buy from. We
created the purchase orders we
re trying to do is give you the information to help you
decrease your inventory and decrease returns based on forecasts and other information.
And of course simplify your purchasing decision.
Next we are going to look at some of the alerts
and business alerts in business one
particularly on customer delivery issues.
We are going to expedite a purchase order. We are going to look at some cycle counts
that are required, and then we are going to look and an approval of a particular new item.
Because I have to drill in and approve that before we can release it to sales.
We will go back back and open up my alerts. And as we talked about, these are my
customer delivery issues, where I have challenges. I can drill down and look individually
t what we have to do to expedite those
As I said I can look at my purchase receipts. These are receipts that should have been
shipped today are prior to today. If I want I can have it look out all week to see the ones
that should be following up. So th
ey don't get behind.
I also might want to look at some of the cycle counting, that is behind. For example these
IBM printers in two warehouses are scheduled to be cycle counted.
There are also some alerts for some of my critical items which have falle
minimum. It's going to flag me to say this went below your minimum quantity. You
may want to get right on this.
And as I mentioned, there may also be an approval I need to do, so this particular part has
been flagged requiring an approval. I dr
ill down to a new IBM printer
the 1927 printer
and currently is on hold because it requires approval. So I can go ahead and take it off
hold. And now it is available for sales to quote and for sales to deliver.
So it is all about your customer service
levels. Increasing productivity. Decreasing
mistakes and working by management by exception.
Now we are going to do is take a look at some incoming containers that we have.
Now let me tab back to business one, because we have a p
eak shipment coming in via
container. We will go down to the container system. And I'll just bring up one container
that is open. It is container 89 9A4. It is coming in from Hong Kong, due into
What this is doing is collecting everythin
g in one place that I need to know about this
container. I can see the purchase orders that are expected in that container.
I can see the sales orders that we have committed to sell out of that container.
And I can see what has been going on in terms
of what's been followed up, statuses and I
can see where it's at and have a little bit more comfort that it will arrive in time. I can see
that it's on time is coming in and not held up in customs for 10 days. Or if it is. I can see
that it is held up i
n customs for 10 days and react accordingly
It's all about helping set customer expectations. If I can find out in time that things have
been delayed for 10 days, then I can find those sales orders and contact those customers
and say hey this order is goi
ng to be delayed.
A Day With the Warehouse Supervisor
Now let's go on to the next segment. This time I'm the supervisor here in the warehouse,
and one of the things I've discovered is that before I started on business one.
We didn't eve
n have bins set up in our warehouse. So basically what I did is I went over
to the warehouse and I look exactly where I might be able to put the bins in and what
types of things they are.
So I can see there are five files in my main picking zone which I w
ill call zone B. I have
five shelves, and I have six boxes on each of those shelves. Once have been able to do
that is very simple for me to go in and actually create those bins within business one.
This of course is going to help us increase the granula
rity that we see within the
So we can see exactly where the items are located at any particular t
ime. Now connected
We also have the ability to go in and do a lot of really nice things.
We can do good to receiving. We can do the
shipping, we can do cycle counts, we can
do inventories transfers as well.
And up here, as I'm doing my receiving. I can simply click on the receiving tab, and
what's that is going to do is allow me to go ahead and enter the PO number I am
eiving. I could do this with a tethered laptop attached to my laptop. I'm going to scan
in a barcode and the number is 23.
Now I can see everything that is ready to be received on this particular purchase order.
I could simply receive all these things
right now, if I wanted to. Or if there are other
quantities besides what we are expecting. I could go ahead and receive those quantities at
this point, and then receive those other goods at another time down the road when the
goods have arrived .
o ahead and receive those goods right into inventory.
The next as I'm doing my picking and receiving. I can go right into data collect again and
there are a number of different ways that I could handle this.
Number one I can enter in a specif
ic sales order number. Or, if I wanted to. I could go
through the pick builder and we could do a wave pick in this as well.
And as a look at this. There are a few ways for me to handle this. I can look at all the
open orders, everything that's already
been picked, or everything that is already been
I will go ahead and open this up, and I can see all of the open orders that are available for
me to pick. Also up here you'll see that I'm able to sort by each of these columns, so if I
ed to pick all of the printers at once, I could pick all of the orders that have this
particular item on them.
And there are other things I can do here as well. For example right here, if I want to just
pick those things that I knew were 100% fullfillabl
e I could sort by this column right
here. And just pick those items that you are 100% in stock so that I can send those out
right now. And it is just as simple as me going to these particular line items and in going
ahead and say I'm going to pick this a
nd this and this. Now from here there are a few
things that I could decide to do
Do I want to go ahead and mark these as already picked
And if this is a larger company, I'm going to go ahead and just released these to pick. So
that it is going to print
out a pick ticket for my people in the warehouse. So that they can
go ahead and know exactly what needs to be picked at this point.
For smaller company, though they could mark this is simply being picked already. And
this is just something that we are go
ing to update into at the system that it is going to be
Or I can just click on this button below, and we can mark them as going to be delivered.
So depending on how large or how small the company is you can see how flexible the
system is going
to be to be able to work with them.
So right now, but we were able to do is look at a number of the put
aways. We were able
to do the shipping, and then there are also a number of other things that are available on
here as well as I look a
t data collect.
I go into inventory.
You see that I also have the ability to go in here and do an inventory transfer or do a
Or if I want to look up an item in the warehouse, I just click on here and have the location
d I can also do a goods receipt and good issue from the same screen as well.
And you can see how this can certainly increase the efficiency's in the warehouse. There
have been studies that have shown that companies that only have a manual method have a
ot of mistakes. Up to 37% of all orders may have errors. This can really add up,
especially when you realize that the cost of each mistake is $70 to $100 per occurrence.
You can see how this will help us have more inventory accuracy, and set proper
ctations. And of course we are going to be able to move product more quickly and
more easily throughout the warehouse.
A Day with the Warehouse Supervisor
Now that we've gone through the steps. And we've had a desktop solution.
The next step for many companies, and as we are doing here at OEC is to move to a
paperless warehouse. With a paperless warehouse we are able to work with handheld
The way that this works is that we have our handheld devices that are out on a
or warehouse floor. They can be a symbol or Intermec device that uses WiFi to
communicate with a wireless router. So anytime I do a pick or inventory transfer is going
to communicate with business one in real
time. No longer have to worry abo
back and forth, as we've made these changes.
It's also going to allow me to paperless receiving and everything else. On handheld
device I'm able to receive. I'm also able to go to the screen. To do my item query. I'm
so going to be able to go ahead and do my inventory transfer right from the handheld.
And it's going to allow me to have the ability to do my cycle counting as well. Picking
packing and shipping are all taken care from here as well.
Paperless Cycle Counts
Of course this is going to increase my efficiency and get rid of that error rate, because
now you're going to use a barcode solution, which is going to alert me in case something
is out of the ordinary.
With wireless solution. It i
s going to reduce errors to only 12 in
every 10,000 lines being pick.
A Day with Remote Sales and Customers
We should also point out that we support, remote sales via handhelds or a Web interface,
and we also have a full e
commerce solution for our custom
A Day in the Life of the Executive
I would like to talk about a day in the life of our executives. You may recognize this guy.
He works with us is in charge of distribution. This is what he looks at. He gets her
dashboards. They are e
mailed to h
im in Excel, and he can look at the dashboard for the
total company, for the customer,
and the distribution dashboard.
He can see what is going
out, what capacity is, where costs are, and he can use this to drill down to detail if he
So what we have gone through is an overview of OECs distribution lets finish off with
some customer success stories and talk about next steps.
Customer Success Stories
Best materials doing roofing supply down in Phoenix
Bron tapes actually where Will
Smith works. They have 10 locations running business
one, and they do industrial tape
Chem Neutra, they import quality ingredients from China
a distributor of feeling fans.
Far Russell ice cream, they use our mobile devices, because of cour
se if you're delivering
ice cream you get your trucks running around and find out what flavors you need today
and create the invoice to fulfill the order off the trucks to update the back
Focus displays manufacturing solution smart ele
more of a three PL who sells to their customer’s customers.
Laser shield, you may have seen them on TV or in sky Mall Excel security products
Orange Sol making cleaning solvents. You may recognize Orange, sol.
ity who manufactures and distributes office and leisure furniture
Shade Clothing a woman's garment manufacturer
Yes Golf, if you are a call for you may recognize yes golf putters
Recap New Business System Objectives
In conclusion, why business one for d
Well, it helped build to revenue and
It helps you monitor your up operations in real time.
It helps you up in creature
ncrease your increase your inventory turns and reduce your inventory levels
customer service levels and satisfaction
ecrease stock outs in lost sales resulting from
We've shown it is one integrated application
it will help you improve your
order entry and customer service
ou'll improve your access to data
nd work flow and
alerts will allow you to work with management by exception in a proactive manner
Some results are customers of achieved inventories gone down, running time is gone
down, back orders of gone down, revenues go up by an average of 10%,
entory turns have gone up
Customer satisfaction and customer retention have gone
Typically the time to value meaning the time it takes for you to get a return on the
system is less than 3 months.
A survey by Stratascope found that businesses that run
SAP are 32% more profitable than
comparable companies that don’t.
Why an SAP Business One Solution from Navigator?
You want to protect your investment for the long run.
SAP has over 35 years of experience. Over 40,000 installations and millions of users
Navigator has 13 years of experience, over 1000 installations and thousands of users.
We provide you with a lower total cost of ownership.
When we install your software, we deliver Value on DayOne. What this means is we will
deliver your software, insta
lled, with your data and train your users. You will be able to
start working with your data and moving towards go live from the very first day.
Your sales rep in your area will work with you to provide an SAP Solution designed to
meet your unique needs i
ncluding any optional software that you might need. He will
also be able to work with you on any training needs you require beyond the DVD training
that is available and what your go
live timeframes are.
Your sales rep will review with you Ball Park Solu
tion costs and also review Financing
& Payments options available.
He will then review the implementation plan and a “Go
And as appropriate, he will work with you to help you present your
business solution to your management team.