August 2008 Roadshow V10 Launch

August2008Roadshow

V10 Launch

Pastel Channel Roadshow – August 2008

Agenda

• Softline Pastel’s Commitment

• Sneak Preview

• Pastel Accounting 2009

• Pastel Bank Manager

• Pastel Cash Manager

Tea Break

• New Channel Strategy

Softline’s commitment

Brand

• R16 Mil spent on Marketing and Advertising

Call Centre

• R25 Mil spent on Call Centre

• 170 000 Calls per month

• Globally recognized Call Centre

Strategic Alliances

• Accounting Bodies

Softline’s commitment

Technology Leaders

• Ongoing Investment in R&D

• Continuous software development and enhancements

• New products, new markets

Skills Development

• Certified Schools Programme (CSP)

• Tertiary and Commercial Training institutions

• Seeding the market (Today’s Learners – Tomorrow’s Buyers)

Sneak Preview

My BusinessOnline

My Business Online

Dashboard Sales History

My Business Online

Customer List screen

My Business Online

Edit Customer screen

My Business Online

New Invoice screen

Introducing

Pastel Accounting 2009

What’s New In Pastel Accounting 2009

What’s New in Base

• User Groups

• User Access: BIC Access, Menu Access & Processing

Options

• System Audit Trail

• Transaction Audit Trail

• Insert Lines in Cashbooks & Journals

• Force Cost Codes on Cashbooks & Journals

What’s New In Pastel Accounting 2009

What’s New in Base continued …

• “On Hold” option for Supplier Invoices

• Increased fields for Supplier Invoice Number/Customer

Reference Number – now 25 characters

• Supplier Categories

• File … Import: Mapping introduced to facilitate easy imports

• File … Pastel IronTree intergration

What’s New In Pastel Accounting 2009

What’s New in Inventory

• Gross Profit Reports: Option to run using either average or last cost

• Count Inventory

• Totals added to Variance Report

What’s New In Pastel Accounting 2009

What’s New In Pastel Accounting 2009

What’s New in Inventory

• Gross Profit Reports: Option to run using either average or last cost

• Count Inventory

• Totals added to Variance Report

• New Filter added for blocked/unblocked or both

• Item Code column enhanced on Stock Take screen so all 15

characters of the items display

What’s New In Pastel Accounting 2009

What’s New In Pastel Accounting 2009

What’s New in Xpress

• User Defined Fields

• Count Inventory

• 30 Cashbooks

What’s New In Pastel Accounting 2009

What’s New in Partner Modules

• BOM – Insert lines in Bill of Materials

• Receipting

• Multi line processing per receipt: customers, suppliers and GL

accounts

• New Reports: Receipt Summary & Receipt History

• Time & Billing – Option to Force Cost Codes on Timesheets

What’s New In Pastel Accounting 2009

What’s New in POS

• Auto Open company from POS icon in Accounting

• Users & document numbers

• Security has been tightened

• Quotes, Sales Orders & Purchase Orders now integrated

• Processing Enhancements

• Reports and Printing Enhancements

What’s New In Pastel Accounting 2009

What’s New in the database

• 5 Years transactions will now be stored

• Quotes, Sales Orders & Purchase Orders history is now stored in

the history tables when linking lines.

New Modules for 2009 Range

Bank Manager - available in Xpress and Partner

• Download statements from the bank - only major SA bank formats

available currently

• Eliminate the need to capture transactions manually

• Map the transactions on bank statement to accounts for automatic

allocation on future imports

Pastel Cash Manager

New Modules for 2009 Range

Cash Manager - available in Partner only

• Eliminate the need for scribbled notes on printed Age Analysis

• Instant Reconciliations available – no more Excel spreadsheets

• Generate Automatic chase lists for follow up

• Spend more time calling for payments, less on reconciliations and

reports

• Save interest or earn interest by reducing the average days

outstanding on your debtors book

Tea Break

Changesin Channel

Total Sales by Quarter

Total Channel Sales by Quarter

Total Cover Sales

Proposed New Channel Structure

Current Cover Retention

Year 0 100% Customer sign up on Cover

Year 1 85%

Year 2 72%

Year 3 61%

Year 4 52%

Year 5 44%

Proposed New Channel Structure

Status

• VAR Status based on New Sales target achieved

• New Sales consists of:

• New Product

• New Modules to existing customers

• Upgrades

• New Cover Sales

Proposed New Channel Structure

Star Rating

• Based on “Soft Skills”

• Stars will be awarded on the following:

• PCI / PIT certification

• Attending Roadshows/Product Launches

• Customer Satisfaction surveys

• Cover Renewals (Customer Retention)

Proposed New Channel Structure

Example

• Revenue = Product + Support + Consulting

• Change potentially only impacts Product and Support

• Product New Sales

• Support Cover Renewals

• Consulting On-Site Consulting

End

Please join us for refreshments