OzLINK for QuickBooks

Agenda

• Review of OzLINK Training Sessions

• Oz Development Overview

• OzLINK Models for QuickBooks

• Customer Case Studies

• Integration of QuickBooks and eCommerce

• Advanced QuickBooks shipping options

• Q & A

Title Summary of session

Introduction to OzLINK for UPS

• Provides an overview of the 4 OzLINK for UPS solutions: OzLINK, Plus, Pro, Custom

• Pre-requisites: None

AdvancedOzLINK Custom

• Provides more in depth capability of OzLINK custom modules• How OzLINK Custom modules are applied to create customer savings

& efficiencies• Pre-requisites: Introduction to OzLINK

OzLINK CustomDeep Dive

• Highlights recent customer successes and use cases• Pre-requisites: Advanced OzLINK

OzLINK for QuickBooks

• Highlights OzLINK capabilities with QuickBooks and customer case studies

• Pre-requisites: Advanced OzLINK

Advanced OzLINK PlusTraining

• In depth use of batch capabilities of OzLINK Plus• Excel plus set up of styles• Review use cases such as QVM, origin analysis, etc.• Pre-requisites: Introduction to OzLINK

OzLINK for UPS Training Offerings

OzLINK for QuickBooks

• Highlights OzLINK capabilities with QuickBooks and customer case studies

• Pre-requisites: Advanced OzLINK

OzLINK: Payback for Thousands of UPS Customers

4

Oz Overview• Integrating and extending

order management applications

• 20 years experience in shipping

• Part of UPS Ready for 10+ years

• Rapid company growth

A Solution for Every UPS Customer• Scales down and up with size of business

• Integration from Excel to Enterprise ERP

• Handle complex business rules

• Premiere customer service

QuickBooks: The Most Extensible Options

5

Degree of Integration

Value

Target Customer

• Greater than 40 shipments per day

• Complex business rules

Pricing

• Set up fee starts at $999-$7999

• Monthly subscription $99-$399OzLINK for UPS

Plus

OzLINK for UPS

OzLINK for UPS

Pro

OzLINK for UPSCustom

Target Customer

• Greater than 15 orders per day

• Basic business rules

Pricing

• No set-up fee

• Monthly subscription $29 per station

OzLINK Supports 4 Models with QuickBooks

6

eCommerce

eCommerce eCommerce

Atlanta Barber Supply Trims Costs

• Streamlined 125 order per day, growing eCommerce

• Cut cleric work from 7-8 hours to 25 minutes

• Improved order accuracy & customer service

Orders Orders

Costs & Tracking

Tracking

Image 3D Saves Over $10,000 per year

• Streamlined order processing saving $10,500 per year

• Improved customer service and visibility while growing at 42%

• Increased ability to handle volume peaks with same staff

New Orders

Order Status

• Rules for Mail Innovations

• Pack rules for multi-piece &batch shipping

All QuickBooks Versions

9

• Three technologies

• OzLINK for UPS Pro supports premiere, pro, enterprise, and online

• OzLINK for UPS Custom supports QB POS

Integrate eCommerce, QuickBooks, and UPS

10

OzLINK Edge Applications

11

Orderrouting

SupplierFulfillment

OrderScreening

AddressValidation

eCommerce

Edge Apps

Orders

Inventory, Pricing, etc.

Streamline eCommerce with Batch Shipping

12

Orders

Export

BatchshippingTracking

Improve EDI/ASN Orders With Pack Verification

13

RetailerFront Office

User

WarehouseUser

EDI

• Validate line items & quantity at pack time

• Capture box level details of shipment

• Generic UCC 128 compliant labels with UPS label

OzLINK Pro Versus OzLINK Custom

Capability Pro Custom

QuickBooks and Shipping Integration

Tracking and Costs write-back

QuickBooks Pro/Premiere/Enterprise, Online

QuickBooks POS

Basic Business Rules

Advanced Business Rules

Branded pack slips, emails

Batch shipping, combo pack slip/label

eCommerce order integration

Advanced pack validation and EDI/ASN

E-mail, phone support

14

OzLINK Custom Has a Simple and Rapid Go-Live Process

UPSFinds Pain

JointDiscovery Call

OzLINKDocuments

Scope and Costs

OzLINKImplementation

Go Live

• UPS manages account

• OzLINK provides expertise in host integration

• Customer goes live & starts shipping rapidly

OzLINK SupportsCustomer

DocumentROI

Tools to Support You

16

Case Studies, BrochuresDemo Videos

https://www.youtube.com/user/OzDevelopment/videos

http://www.slideshare.net/OzDevelopment/presentations

https://www.ozdevelopment.com/upsready

Sales508-366-1969

sales@ozdevelopment.comhttps://www.linkedin.com/company/oz-

development-inc-