Manage Your Business More Efficiently

Transcription

1 Auction Management Software Manage Your Business More Efficiently General and Vehicle Auctioneering, Valuations, General Accounting, Asset Register & Payroll 3 USERS SPECIAL Payment terms available R 97,500 Ex VAT

2 WELCOME Action Technologies, established in 1996, is a South African owned IT company specialising in business management software. EzyAuction streamlines all procedures into one comprehensive package which can be easily utilised by all the staff. It removes the need to run separate auction, accounting, and asset register packages removing the inaccuracies and costs associated with double-entry. Our services include on-site training, consultation, support and bi-annual upgrades that include software enhancements. EzyAuction will not become outdated as statutory changes in the industry are quickly implemented at no extra cost. Our experienced staff will migrate your existing reference data to EzyAuction prior to the installation, provide onsite training and we will visit your site each year to enhance your performance and supply you with the latest upgrade. Regards Mark Lansdell We recommend that you review this presentation with all your staff that will utilise this management tool so that everyone understands how it will benefit them.

3 INTEGRATION Overview One system that fits all your needs.

4 EzyAuction.NET Refer to Ezy Systems website for details

5 EzyAuction.NET

6 Overview General Features Benefits Summary Asset Register Auctioneering General & Vehicle In-house & Onsite Implementation System Requirements General Accounting Services & Pricing Contact Us FAQ Clients Return To Start

7 USER INTERFACE Mouse & Keyboard Navigation Customise Font Size & Screen Colours Specify Your Own Terminology (such as menu option names) Multiple Sessions Specify Whether To Display Module Bar, Split View and/or Folder View

8 SYSTEM PARAMETERS There are many system parameters that determine how the software will appear and behave, such as VAT % Credit Card Fee % Allow Prepayment Some system parameters are only the default and can be overridden for a sale, such as On cost charges Commission inc or ex VAT Buyer Premium inc or ex VAT

9 USER FRIENDLY Touch Screen Buyers registration interface

10 INTERFACING DEVICES Touch Screens Pocket PCs Barcode Scanners Programmable Keyboards Time Clocks Remote Warehouse Printers Cash Registers PDA

11 INTERFACING OTHER PACKAGES WEB Import EDI MS Excel EFT Banking Export Documentation Acrobat Reader Cognos & Crystal Report Writers MS Access J.D. Edwards & SAP Cash Registers Postal Services Distributor Warehouses Freight Companies

12 STATUTORY REQUIREMENTS Payment Summary VAT ISO

13 STATIONERY Incorporate Logos and Watermarks Specify Fonts & Colours VAT invoice Integrates into outlook Remove Need For Costly Pre-Printed Stationery Multiple Stationery Versions Buyer Invoices, Stock-Take Forms, Payslip, Picking Slips, Purchase Orders, Mailing Labels, Remittance Advices, Pallet Labels, Statements, Cheques, etc Powerful Stationery Designer

14 RESTRICTING USER ACCESS Menu Options Stock Items & Locations Sales Price & Discount Remote Access By Vendors Bank Account Details Purchase Limits Inserting, Modifying & Deleting Entries Debtors, Buyers, Vendors, Employees & Creditors GL Accounts Restrict Which Users Can Insert and/or Update (confirm) Transactions Multiple Companies Restrict Users To Local Relevant Data

15 TRAINING & SUPPORT Annual Visit Online Help Screens Training Manuals Phone & Support Remote Access Sample Reports On Web In-house & Onsite Training Regional Seminars (schedule is on the web site) May & October Newsletter Twitter & Facebook

16 SUPPORT BUTTONS Link to lodging support query If you are at a stationery, export or import option, samples will be shown Link to appropriate training notes or system parameter help screen List of system parameters that impact the menu option selected or list of menu options that use the system parameter selected.

17 BENEFITS SUMMARY INSTALLATION Existing reference data and balances are preloaded and three days onsite training included in purchase price. Install within weeks, not months of purchase! INTEGRATION Full integrated end-to-end business management package PROFESSIONAL SUPPORT Help desk, regional seminars, comprehensive training notes, onsite & in-house training, web knowledge base WORLD S BEST PRACTICES Contributions from all users of EzyAuction ensures that the system keeps up with world s best practices, meets your requirements as your business grows and does not become obsolete STATUTORY REQUIREMENTS Vehicle Authorities, Taxes, ISO, OH&S, VAT, etc VALUE FOR MONEY Excellent return on investment operations are streamlined, true margins are realised, better cashflow management and tracking of all auction activities NO LIMITS No restrictions on the number of companies, vendors, buyers, consignments, GL accounts, etc that can be defined INDUSTRY STANDARD World leader in ERP solutions.

18 Overview General Features Benefits Summary Asset Register Auctioneering General & Vehicle In-house & Onsite Implementation System Requirements General Accounting Services & Pricing Contact Us FAQ Clients Return To Start

19 AUCTIONEERING Onsite & In-house EFT, IMT & Cheque Vendor Payment Methods Vendor Commission & Buyer Premium R Amount, Flat % or Incremental Vendor On Hold Interface To MS Calendar Sales Rep Commission Credit Card Fees Attach Multiple Item Images Valuations Invoicing Lot Movement Summary Receipt, Return, Adjustments, Sold & Lotted Trust, Vendor & Buyer Ledgers Missing Lots Report Phone Bids Buyer Self Registration Hammer Price Inc. or Exc. of VAT Referrals Tracking Create Item Import File Using Scriptwriter Catalogue Web Format Including Images CSV, Excel, DBF and HTML Lotting Single Item & Consignment Copy Items Catalogue Lotting Utilising PDA Barcode Lotting Move Lots De-Lot Single or All Unsold Lots Consignments Can Be Linked To Stock Control Module Where Auctioneer Also Sells Directly To Debtors via a Shop

20 AUCTIONEERING

21 AUCTIONEERING Setup

22 AUCTIONEERING Vendor Setup

23 AUCTIONEERING Vendor

24 AUCTIONEERING Buyer Setup

25 AUCTIONEERING Regular & Sale Buyers

26 AUCTIONEERING Catalogue Setup

27 AUCTIONEERING Consignment

28 AUCTIONEERING Consignment (cont d)

29 AUCTIONEERING Consignment (cont d)

30 AUCTIONEERING Goods Inwards/Outwards

31 AUCTIONEERING Vehicle

32 AUCTIONEERING Vehicle (cont d)

33 AUCTIONEERING Vehicle (cont d)

34 AUCTIONEERING Auction Flow

35 AUCTIONEERING Sale Options

36 AUCTIONEERING Sale Direct interface to Outlook calendar

37 AUCTIONEERING Lotting Lotting Single Item or Whole Consignment Lot using scanner if items have barcodes Import Items & Lots Change Lot No

38 AUCTIONEERING Catalogue On Web R9800 R560 R250

39 AUCTIONEERING Selling Sheet Many standard formats and Stationery Designer can be utilised to produce customised version

40 AUCTIONEERING Buyer Registration

41 AUCTIONEERING Buyer Registration

42 AUCTIONEERING Processing Sale

43 AUCTIONEERING Buyer Invoice

44 AUCTIONEERING Item Movements

45 AUCTIONEERING Post Sale Reports

46 AUCTIONEERING Post Sale Reports (cont d)

47 AUCTIONEERING Post Sale Reports (cont d)

48 AUCTIONEERING Vendor Enquiry

49 AUCTIONEERING Buyer Enquiry

50 AUCTIONEERING Invoice Enquiry

51 AUCTIONEERING Vehicle Reports Utilise Stationery Designer to produce customised documents

52 AUCTIONEERING Vehicle Reports (cont d)

53 AUCTIONEERING Vehicle Reports (cont d) Documents can be customised

54 AUCTIONEERING Powerful Report Writer

55 AUCTIONEERING Buyer A/R

56 AUCTIONEERING Vendor A/P Reports

57 AUCTIONEERING Vendor Payments

58 AUCTIONEERING Administration

59 Overview General Features Benefits Summary Asset Register Auctioneering General & Vehicle In-house & Onsite Implementation System Requirements General Accounting Services & Pricing Contact Us FAQ Clients Return To Start

60 ACCOUNTING Accounts Payable Accounts Receivable Asset Register General Ledger Marketing - CRM Human Resources Stock Control Purchase Orders Sales Orders/Invoices/Credit Notes/Mail Order and POS Sales Analysis, GL & Stock Report Writers Creditor, Debtor, Stock & GL Multiple Company Consolidation Statutory Reports Stationery Designer VAT & Excise Register COSTING METHODS Perpetual Periodic Average Standard VAT ACCOUNTING Cash Accrual MODULES WITH END-OF-MONTH ROLL-OVER A/P, A/R, Asset Register & Stock

61 GENERAL LEDGER Actual, Budget and Forecast Multiple Banks and Currencies Cheque Search By Cheque No, Transaction Date Range, Amount, Payee and Source (Creditor, Payroll, Cash and Grower Payments) GL Account Search Facility Cashflow Management Powerful Account Drill Down Enquiry Powerful GL & Multiple Company Consolidation Report Writers VAT & Excise Reporting Bank Reconciliation 48 Update Options Impact On GL General, Cash Payment & Receipt, Distribution, Cash Receipt, Standing and Accrual Journals Restrict User GL Account Access GL Codes (including history) Can Be Changed When Required Project Accounting

62 GENERAL LEDGER Setup

63 GENERAL LEDGER Setup

64 GENERAL LEDGER Operations

65 GENERAL LEDGER Reports

66 GENERAL LEDGER Reports

67 GENERAL LEDGER Report Writer

68 STOCK CONTROL Stock Valuation By Standard, Last & Average Cost As At Specified Date Committed Stock Report Multiple Company Consolidation Statutory Reports Daily, Weekly, Monthly and Financial Year Stock Usage Movements Drill Down Enquiry Flexible Pricing and Discounting Multiple UOM, Locations & Barcodes For Same Stock Item Maintain Average, Standard and Last Purchase Cost Reconciliation Register Of Purchased Wines Stock Requiring Reorder Stock-Take, Transfers, Adjust., Receipts & Stock Tendering Transfer Stock Quantity Between Stock Items & Locations Text To Be Preloaded Against Sales & P/O HACCP, BRC, ISO FIFO Warehouse Management Generate Forklift Picking Slip Powerful Report Writer Warehouse Bays Safety Level & Reorder Qty Pocket PC Stock-Take Import STOH, Committed & Available Stock Valuation By Selling Price Easily Apply Warehouse Storage Fees Against Stock Item Costs At Specified Location Stock Take Variance Reasons Import From PDA & MS Excel By Location Or Stock Item

69 STOCK CONTROL Insert Defaults

70 STOCK CONTROL Setup

71 STOCK CONTROL Setup

72 STOCK CONTROL Operations

73 STOCK CONTROL Stock-Take

74 STOCK CONTROL Reports

75 STOCK CONTROL Report Writer

76 STOCK CONTROL Reports

77 ACCOUNTS PAYABLE Drill Down Enquiry 30, 60 and 90 Days Ageing By Payment Terms or Due Date Credit Card and EFT Payment A/P Invoices & Adjustments Multiple Currencies Bulk Remittance Advices Weekly, Fortnightly, Monthly, Six Monthly, Quarterly & Yearly Billing Ageing & Due Dates Can Be Changed For Outstanding Balances Multiple Company Consolidation Automatic Payment Generation Interfaces With Purchase Order & Weighbridge (freight) Modules Produce Customised Remittance Advice & Cheque Print Warning When New EFT Used VAT Register Creditor Prepayments Purchase Summary Customise Stationery By Creditor Group

78 ACCOUNTS PAYABLE Setup

79 ACCOUNTS PAYABLE Operations

80 ACCOUNTS PAYABLE Reports

81 ACCOUNTS RECEIVABLE Multiple Currencies & Foreign Exchange Flexible Payment Terms A/R Invoice & Adjustments EFT, Cash, Cheque, B/Card, VISA, M/Card, Diners, Bpay & AMEX Bulk Statements Drill Down Enquiry 30, 60, 90, 120 and 150 Days Ageing By Payment Terms or Due Date Periodic Billing Balance Forward and Open Item Debtor Delivery Instructions Powerful Search Feature Multiple Company Consolidation Sales Areas & Sales Reps 8 Customised Debtor Groups Price Types Include Wholesale, Retail, Export, Staff and Inter-Company Central Billing Debtors Statements Sent To Head Office Manage Debtor Over Payments Interest On Overdue Payments Advertising & Promotion (A&P) Claims Tracking Produce Customised Debtor Statements Multiple Delivery Addresses Report Average Days To Pay

82 ACCOUNTS RECEIVABLE Setup

83 ACCOUNTS RECEIVABLE

84 ACCOUNTS RECEIVABLE Reports

85 ACCOUNTS RECEIVABLE Reports

86 PURCHASE ORDERS Multiple Currencies Bulk Purchase Orders Purchase Limits & Authorisation GL Budget Checking Monthly Cash & Stock Projections Copy Recurring Orders Physical Stock Receipt and Invoice Matching Can Be Separated Recording Expenses By Project Pallet Tracking Interface To Outlook Calendar HACCP Tracking Current & Original Required Date Customise Purchase Order Docket Format By Creditor Group Text can be recorded against stock items and automatically loaded when entering a purchase order.

87 PURCHASE ORDERS Limits

88 PURCHASE ORDERS Operations

89 PURCHASE ORDERS Operations

90 PURCHASE ORDERS Reports

91 SALES Sales Orders, Sales Invoices, Mail Order Sales, Service Invoices, Cellar Doors Sales, Periodic Sales & Credit Notes Powerful Report Writer Allows For 1,000s of Reports Bulk Invoices & Statements Sales Reps and Commission Pallet Tracking Quantity, R and % Discounts Easily Copy Invoices Multiple Currencies Sales Order Confirmation & Back Orders Discount Structures Can Be Specified By Debtor, Debtor Group, Stock Item, Stock Group, Discount Class & Price Class Debtor Default Freight Details Preloaded eparcel, ALN & Fastway Freight File Specify Non-Stock Items Stock Allocations By Customer, Customer Group & Sales Rep Sales Budgets & Forecasts By Debtor, Debtor/Stock, Stock, Sales Rep, Sales Group, Sales Area, Stock Group, Warehouse, Postcode. Qty, Cost, Value, Profit, Discount and Litre Budgets & Forecasts Can Be Recorded Specify Credit Note Reasons Specify Whether Tasting & Promotional Stock To Be Included In Sales Reports Restrict User Sales Entry Access VAT and Excise Reporting & EDI Top / Bottom Debtors, Stock Items, Sales Areas, Sales Reps, etc Bonus Stock Sales Rep Remote Access Sales Order Confirmation & Release

92 SALES Setup

93 SALES Budgets & Forecasts

94 SALES Prices

95 SALES Discounts

96 SALES Reports

97 SALES Report Writer Multiple Sequence Generation

98 SALES Report Writer Specify Fonts & Images

99 SALES VAT and Excise Register

100 SALES Sales Rep PDA

101 Overview General Features Benefits Summary Asset Register Auctioneering General & Vehicle In-house & Onsite Implementation System Requirements General Accounting Services & Pricing Contact Us FAQ Clients Return To Start

102 ASSET REGISTER Asset Groups, Departments & Associations Adjustments & Revaluations Leases and Hire Purchase Straight Line & Reducing Depreciation Book and Tax Schedules Scrap & Sale Disposals Barrel Depreciation Linked To Plant Servicing Monitor Insurance Policy & Expiry Date Asset Stock-Take Form Asset ID Barcode Scanning Powerful Report Writer

103 ASSET REGISTER Setup

104 ASSET REGISTER Setup

105 ASSET REGISTER Operations

106 ASSET REGISTER Reports

107 Overview General Features Benefits Summary Asset Register Auctioneering General & Vehicle In-house & Onsite Implementation System Requirements General Accounting Services & Pricing Contact Us FAQ Clients Return To Start

108 IMPLEMENTATION & TRAINING Unlike other ERP (enterprise resource planning) packages that don t provide the complete solution and are resource intensive in regards to installation, staffing and hardware requirements, EzyAuction Can be implemented within 6 weeks from purchase with minimal disruption to your business at no extra cost Does not require highly skilled IT staff to administer Can be quickly and easily learnt by new staff Is not resource hungry in regards to hardware and networking Removes reliance on external consultants Is not dependant on other third party products. Retains your investment in the software with two annual software releases.

109 INSTALLATION Data Migration Action Technologies Support staff, will work with you to load your reference data and assist with the first Auction. Reference data preloaded include Trust and General Ledger, Debtors, Creditors, Stock Items, Employees, Assets, Buyers, Vendors. Balances as at the end of the month prior to the installation will be preloaded, including aged A/R and A/P trial balances and Ledger balances for prior years.

110 SYSTEM REQUIREMENTS Server Requirements Hardware Minimum Required Processor Pentium 4 Memory 2 GB Hard Disk Size 100 GB CDROM Required Backup External Drive Workstation Requirements Hardware Processor Memory Hard Disk Size Wireless Network Minimum Required Pentium III 800 MHz 128 Mg 40 GB Can only be used if running MS Terminal Server or Ezy Systems cloud service. Operating Systems Supported EzyAuction runs on both 32 and 64 bit MS Windows Operating Systems All MS Server & Workstation Platforms Cloud Your copy of EzyAuction can be installed on a virtual server hosted at Bendigo Community Telco, who have the full support and backing of the Bendigo and Adelaide Bank Group. Apple workstations also supported. Setup Cost Monthly Fee $200 per user $50 per user 110

111 Overview General Features Benefits Summary Asset Register Auctioneering General & Vehicle In-house & Onsite Implementation System Requirements General Accounting Services & Pricing Contact Us FAQ Clients Return To Start

112 PRICING 3 USERS SPECIAL EzyAuction R 97,500 Ex VAT Payment terms available PRICING (Rand ex VAT) Concurrent Users > 5 EzyAuction Inclusions Auction Modules, General Accounting and Asset Register R 130,000 R 141,500 R 153,000 R 14,500 per extra user Number of companies uploaded for installation Number of installation training days on site Number of trainers for installation Customised software changes per six monthly upgrade Extra Costs (Rand ex VAT) Six monthly support fee Additional companies to be uploaded for installation Additional installation training days on site On demand software changes between release upgrades 10% of purchase price includes software support and annual visit R per hour R 4, per day including all travel expenses R per hour for system changes required between six monthly upgrade visit

113 Overview General Features Benefits Summary Asset Register Auctioneering General & Vehicle In-house & Onsite Implementation System Requirements General Accounting Services & Pricing Contact Us FAQ Clients Return To Start

114 CONTACT DETAILS AUSTRALIA NEW ZEALAND Directors Peter Ellis & Nick Cugura Ezy Systems 17 Hopetoun Street Bendigo, Victoria 3550 Australia Phone 61 0(3) Fax 61 0(3) Web Contact Nick Cugura NORTH AMERICA CHILE EUROPE Director Mark Lansdell SOUTH AFRICA Action Technologies West Side Cottage, Winery Road Raithby, Stellenbosch South Africa Phone /3 Cell Fax Web Contact Mark Lansdell

115 Overview General Features Benefits Summary Asset Register Auctioneering General & Vehicle In-house & Onsite Implementation System Requirements General Accounting Services & Pricing Contact Us FAQ Clients Return To Start

116 International Auction Clients Cam Brown Auctions Hassall Auctions Laudiston Auctioneers McDonald Auctions Dominion Group Michael J Bent Auctioneers Shapiro Auctioneers Hymans Asset Management Country Auctions Smith Broughton & Sons QLD QLD QLD QLD VIC VIC NSW NSW NSW WA Clients By Region On Web

117 Overview General Features Benefits Summary Asset Register Auctioneering General & Vehicle In-house & Onsite Implementation System Requirements General Accounting Services & Pricing Contact Us FAQ Clients Return To Start

118 FAQ Are payment terms available? Terms up to 12 months are available. How long before installation? Within 6 weeks of receiving your purchase order, provided that the requested data is provided promptly. Any other additional costs? A support fee of 10% of purchase price is payable every six months and includes support and upgrades. Can a chart of accounts be provided? We will load your existing reference data and balances when provided as a spreadsheet. We can also provide a new chart of accounts based on cost centres. The chart of accounts does not need to identify each wine as the cost and income of each wine is managed throughout the system and the profit for each wine can be reported in the sales module. Interface to other software packages? EzyAuction removes the need to run other systems. There are many export options that can be utilised to manipulate data further using products such as MS Excel. Is there a cost of upgrading to the.net version when it becomes available? Clients that purchased EzyAuction after 1 st January 2013 will not be charged the $500 per user to convert to.net. What is Cloud? Your licence of EzyAuction can be hosted on a virtual server if you have broad band internet access. For more information and pricing, refer to pricing slide. 118

119 Overview General Features Benefits Summary Asset Register Auctioneering General & Vehicle In-house & Onsite Implementation System Requirements General Accounting Services & Pricing Contact Us FAQ Clients Return To Start

120 Return To Start 120