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Corporate Profile BOSS Overview Current Solutions BOSS Modules COLORS - New BOSS Web Module BOSS Benefits Supplier XML Services and BOSS Content

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Page 1: Corporate Profile  BOSS Overview  Current Solutions  BOSS Modules  COLORS - New BOSS Web Module  BOSS Benefits  Supplier XML Services and BOSS

Corporate ProfileBOSS OverviewCurrent SolutionsBOSS Modules

COLORS - New BOSS Web ModuleBOSS BenefitsSupplier XML Services and BOSS

Content

Page 2: Corporate Profile  BOSS Overview  Current Solutions  BOSS Modules  COLORS - New BOSS Web Module  BOSS Benefits  Supplier XML Services and BOSS

Corporate Profile

o Established in 1993• 13 years serving Canadian companies• Qualified business analysts and developers

o A privately owned company• Sustained growth and stability• Locations in Ottawa and the GTA

o Developer of BOSS• Branch Operating System Software• Designed to manage the products and services delivery to your customers

o Focused on customer service• Software solutions designed for your business

Page 3: Corporate Profile  BOSS Overview  Current Solutions  BOSS Modules  COLORS - New BOSS Web Module  BOSS Benefits  Supplier XML Services and BOSS

BOSS Overview

•Provides an integrated solution for your corporate sales, service, inventory and reporting needs

•Designed to manage all aspects of your products and services delivery

•Modules function as standalone solutions with seamless integration solution across all operational lines of your business

Page 4: Corporate Profile  BOSS Overview  Current Solutions  BOSS Modules  COLORS - New BOSS Web Module  BOSS Benefits  Supplier XML Services and BOSS

Current Customer Solutions

•Acc/Pac

•Great Plains

•QuickBooks

•Simply Accounting

•Business Vision

•Home Made System

•Spreadsheet

•Napkins

Page 5: Corporate Profile  BOSS Overview  Current Solutions  BOSS Modules  COLORS - New BOSS Web Module  BOSS Benefits  Supplier XML Services and BOSS

What’s lacking with these solutions

•Sales lacks access to price lists, XML calls

•No rebate tracking

•Repetitive entry of line items

•Little or no service components

•No connection between orders and PO’s

•No integration between departments

•No industry specific reports (IBM, HP, etc.)

•No integrated web solution for customer access

•ROI; Extra staff, lost rebates, lost loaners, time

Page 6: Corporate Profile  BOSS Overview  Current Solutions  BOSS Modules  COLORS - New BOSS Web Module  BOSS Benefits  Supplier XML Services and BOSS

InventoryModule

InventoryModule

WarehouseModule

WarehouseModule

ServiceModuleServiceModule

SalesModuleSales

ModuleReportModuleReportModule

Key BOSS Modules

Page 7: Corporate Profile  BOSS Overview  Current Solutions  BOSS Modules  COLORS - New BOSS Web Module  BOSS Benefits  Supplier XML Services and BOSS

Boss Sales

Used by sales reps to manage their customers, create quotes and orders and track all open orders.

Built-in Customer Profiles

Default marginsCustom price listsSecurity checks

Create Quotes/Orders in secondsAdd items at the push of a button

Print, E-Mail or Fax quotes to the customer

All quotes are automatically checked for approval

Page 8: Corporate Profile  BOSS Overview  Current Solutions  BOSS Modules  COLORS - New BOSS Web Module  BOSS Benefits  Supplier XML Services and BOSS

Boss Sales …

Multiple order type options

Quotes, Sales, Reserved Stock, Customer Stock, Loaner Orders, In-House Orders, Manual PO’s

Access to unlimited Price ListsAll major suppliersCustom price listsAccess stock items

Track current order StatusBack ordersOrders shippedOrders invoiced

Page 9: Corporate Profile  BOSS Overview  Current Solutions  BOSS Modules  COLORS - New BOSS Web Module  BOSS Benefits  Supplier XML Services and BOSS

Boss Service

Provides full management for a companies service department.

Service ManagementTrack open service ordersTechnician SchedulerWarranty Tracking

Contract Management Retainer/block contractsInventory tracking for contracts

Recurring billing and scheduling

Page 10: Corporate Profile  BOSS Overview  Current Solutions  BOSS Modules  COLORS - New BOSS Web Module  BOSS Benefits  Supplier XML Services and BOSS

Boss Warehouse

Purchasing, Receiving, Shipping and Accounting are built-in functions used by the Warehouse module.

Purchase Orders

Automated PO Generator, Multiple Branches, Direct to Customer, XML calls to major suppliers

Receiving

Labels, Serial/Asset numbers,Receiving Logs, Open Payables

ConfigurationLocal configuration, onsite or project orientated

Page 11: Corporate Profile  BOSS Overview  Current Solutions  BOSS Modules  COLORS - New BOSS Web Module  BOSS Benefits  Supplier XML Services and BOSS

Boss Warehouse …

Shipping

Packing Slips, Delivery charges, Waybill numbers, POD’s

AccountingGenerate invoices, credit notes and RMAsGenerate customer statementsReceive customer paymentsGenerate interest chargesReceive supplier invoices for accuratecosts

Page 12: Corporate Profile  BOSS Overview  Current Solutions  BOSS Modules  COLORS - New BOSS Web Module  BOSS Benefits  Supplier XML Services and BOSS

Boss Inventory

Actual Costing

Serialized Inventory

Multiple Branches

History Tracking

Customer Reserved Stock

Customer Owned Stock

Returns Tracking

Inventory Management and Reporting

Page 13: Corporate Profile  BOSS Overview  Current Solutions  BOSS Modules  COLORS - New BOSS Web Module  BOSS Benefits  Supplier XML Services and BOSS

Boss Reports/Graphs

Commission ReportsBy account manager, Inside rep or both for flexible reporting requirements

Customizable ReportsBuild reports and save themExport to multiple file formats including Excel

ProfitabilityReport by customer, rep, supplier, branch, item, vendor, category code, date, part number, vendor number…and much more.

Graphs Generate graphs on totals sales, top customer sales, top suppliers and more.

0102030405060708090

1st Qtr 2nd Qtr 3rd Qtr 4th Qtr

Total Sales

Page 14: Corporate Profile  BOSS Overview  Current Solutions  BOSS Modules  COLORS - New BOSS Web Module  BOSS Benefits  Supplier XML Services and BOSS

•Allows customers to create online quotes•Quotes are submitted and approved through BOSS•All corporate and web orders are accessible from BOSS•Customer can access product info via XML•Extended product information available•All orders can be tracked for current status•Customers can search for previous orders•Option to reprint quotes, sales orders and invoices•Customize pages by company (logo, background messages)•Access customize price lists for customers•Product pricing based on four levels of pricing•Users can log and track service request orders •Option to view customer contracts

Page 15: Corporate Profile  BOSS Overview  Current Solutions  BOSS Modules  COLORS - New BOSS Web Module  BOSS Benefits  Supplier XML Services and BOSS

Benefits

1. Integrated solution for all departments

2. Minimize business administration

3. Reduce overall cost of doing business

4. Centralized customers, sales and service orders

5. Track rebates and manage price protects

6. Detailed and summary reports

7. Customized alerts for all aspects of your business

Page 16: Corporate Profile  BOSS Overview  Current Solutions  BOSS Modules  COLORS - New BOSS Web Module  BOSS Benefits  Supplier XML Services and BOSS

Supplier XML Services and BOSS

Page 17: Corporate Profile  BOSS Overview  Current Solutions  BOSS Modules  COLORS - New BOSS Web Module  BOSS Benefits  Supplier XML Services and BOSS

Price and Availability

•Update current product cost•Update current availability for all warehouses•Indicate availability for each warehouse•Indicate ETA for each warehouse•Option available to sales reps and purchaser

Page 18: Corporate Profile  BOSS Overview  Current Solutions  BOSS Modules  COLORS - New BOSS Web Module  BOSS Benefits  Supplier XML Services and BOSS

Submit Purchase Orders

•Indicate Shipping Style, Carrier Code and Warehouse•Auto detects drop ship orders•User notes can be entered and transmitted •Returns suppliers order number•Option to include Order Confirmation•Option to indicate MyOrderTracker details

Page 19: Corporate Profile  BOSS Overview  Current Solutions  BOSS Modules  COLORS - New BOSS Web Module  BOSS Benefits  Supplier XML Services and BOSS

Order Status – Order Detail

•Verifies supplier’s Order number

•Returns and updates Suppliers Invoice number

•Indicates current Order Status, Terms, Contact Name

and Invoice Total

Page 20: Corporate Profile  BOSS Overview  Current Solutions  BOSS Modules  COLORS - New BOSS Web Module  BOSS Benefits  Supplier XML Services and BOSS

Order Status – Invoice Details

•Indicates Shipment style selected

•Indicates Packaging sent to customer

•Indicates Ship To Address

•List each current line items status

Page 21: Corporate Profile  BOSS Overview  Current Solutions  BOSS Modules  COLORS - New BOSS Web Module  BOSS Benefits  Supplier XML Services and BOSS

Order Status – Shipment Details

•List all Containers shipped

•Indicates Ship To Address

•Provides details for Date Shipped & Invoiced,

Weight, Warehouse, Ship Via and Total Value

•Lists each line item with serial numbers

Page 22: Corporate Profile  BOSS Overview  Current Solutions  BOSS Modules  COLORS - New BOSS Web Module  BOSS Benefits  Supplier XML Services and BOSS

Thank You

Please contact our sales department for more [email protected](613) 566-7078