Corporate ProfileBOSS OverviewCurrent SolutionsBOSS Modules
COLORS - New BOSS Web ModuleBOSS BenefitsSupplier XML Services and BOSS
Content
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
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
Current Customer Solutions
•Acc/Pac
•Great Plains
•QuickBooks
•Simply Accounting
•Business Vision
•Home Made System
•Spreadsheet
•Napkins
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
InventoryModule
InventoryModule
WarehouseModule
WarehouseModule
ServiceModuleServiceModule
SalesModuleSales
ModuleReportModuleReportModule
Key BOSS Modules
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
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
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
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
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
Boss Inventory
Actual Costing
Serialized Inventory
Multiple Branches
History Tracking
Customer Reserved Stock
Customer Owned Stock
Returns Tracking
Inventory Management and Reporting
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
•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
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
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
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
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
Order Status – Invoice Details
•Indicates Shipment style selected
•Indicates Packaging sent to customer
•Indicates Ship To Address
•List each current line items status
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
Thank You
Please contact our sales department for more [email protected](613) 566-7078