OMS OFFICE MASTER SYSTEM TM. User Conference

Transcription

1 OMS OFFICE MASTER SYSTEM TM User Conference

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3 OMS OFFICE MASTER SYSTEM TM What is OMS? What s In It For You? OMS Support Analysts Engineers Sales & Management OMS User Stories & Featured Presentations The 4-Horsemen Grow Beyond Your Walls Don t Stop Thinking About Tomorrow We do not lay claim to any of the photographs and logos that are posted by us where we may have collected them from various sources here and around the web. If any of the images posted and shared here are copyrighted, we apologized and assure you that us was un-intentional on our part. No infringement intended.

4 Robby Soofer, President, Alpine Corporation OMS Enterprise User Alpine Corporation is one of America's leading designers, importers, and distributors of superior quality home and garden decor products. It offers one of the broadest assortments of decorative garden products available in the industry. OMS OFFICE MASTER SYSTEM TM OMS, UPS/FedEx, EDI, WMS, Manager, Web Order Import, Office Automation System, emaster, Amazon, CRM

5 Carlos George, President, San Francis Imports OMS Enterprise User San Francis Imports is a Wholesale Distributor of Religious Goods and Gifts. For over 44 years San Francis Imports has been one of the leading wholesale distributor for the finest Catholic Gifts which includes First Holy Communion, Baptism, Crucifixes, Rosaries, Statues and Church Supplies OMS OFFICE MASTER SYSTEM TM OMS, UPS/FedEx, EDI, Web Order Import, OAS, OMS Mobile, OMS Cloud, emaster, Amazon, Credit Card Module

6 Kyle Wardin, Channel Manager, SPS Commerce OMS Business Partner SPS was the pioneer in EDI redefining and productively disrupting the market by partnering with software providers. Smart supply chain solutions for every segment of retail. EDI compliance, vendor EDI onboarding, ERP integration, product content management, sales analytics and more. All Major Retailers, Marketplaces, 3 rd Party Logistics, More OMS OFFICE MASTER SYSTEM TM

7 Roger Lloyd IBM WATSON Watson is an IBM supercomputer that combines artificial intelligence (AI) and sophisticated analytical software for optimal performance as a question answering machine. The supercomputer is named for IBM's founder, Thomas J. Watson. Cognitive Artificial Intelligence

8 The Big Overview Johnson & Kate

9 How Much You Know About OMS? OMS Add-On OMS Ecommerce EDI Online Order Warehouse Management

10 OMS Ecommerce Solutions Web Solution OMS Cloud Portable OMS on Laptop OMS Mobile Portable OMS on Mobile emaster B2B/B2C/Enterprise App Solution iphone Android

11 OMS Cloud Internet Web based portal OMS solution Familiar look and feel No learning curve Most frequently used OMS functions OMS on any devices with WiFi connection

12 OMS Cloud Most frequently used OMS functions No Geographical Limitation No Office Hours Limitation

13 OMS Mobile What is it? Why should you use it? Who can use it? When can you use it? Where can you use it? How to use it?

14 OMS Mobile What is OMS Mobile? OMS on your smart phone OMS on any devices with WIFI connection Check inventory Qty Place sales orders Add/edit customer Check customer sales order history Who can use it? Your sales team Your customer When, where, and why should I use it? Out of office, on a business trip, at a trade show, in your show room, etc.

15 OMS Mobile How to use it? Sales Rep Sign In Select Customer Add Items Checkout Customer Sign In Select Customer Add Items Checkout

16 OMS Mobile What happens after checkout?

17 OMS Mobile Real-time sales order processing Versatility Any device Anywhere Anytime Ease of use

18 emaster Internet B2B/B2C/Enterprise solution

19 EDI Your Trading Partners Require EDI Documents (PO850, Invoice810, ASN, Catalog832) UPC Import Sales Orders No Data Entry Errors Efficient Order Process Cycle ASN Invoice P/O EDI Provider

20 Online Order - Web Order Import Anyone selling on online marketplace Import sales orders from online marketplace 2 simple steps

21 Online Order OAS Office Automation System Auto Export inventory information to online marketplace by schedule Keep track of exporting status

22 Online Order - Amazon API Auto Downloading from Website Auto Uploading to Website

23 Warehouse Management System WMS Task: Pickup, Receiving, Adjust, Count Task assignment Perform WMS tasks on scanning device and workstation Bin occupancy optimization Seamlessly links to OMS Paperless communication Track jobs in real time Improves performance Improves productivity

24 UPS/FedEx Interface Sending Shipping Information to UPS/FedEx Receiving Tracking Number from UPS/FedEx Real-time tracking

25 Credit Card Interface Authorize.Net, PayPal, etc. Payment Authorization Batch Charge Transaction Status Report

26 Business Intelligence Customer Relationship Management (CRM) Inventory Resource Management (IRM) Daily Flash Analysis

27 3 rd Party Logistics (3PL) Easily Integrate to OMS to complete a round trip 1 1 Import Updated P/T Export Pick Ticket 4 Purchase Order Receive Export Purchase Order 3 Update Info 2 Import Updated P/O Update Info 2 3 Pick up - Public Warehouse - OMS Receive

28 Manufacturing System (MFR) What is MFR? Process Flow MATERIAL FILE BILL OF MATERIAL (BOM) MATERIAL PICK FINAL PRODUCT

29 The Big Overview of OMS OMS Add-On Warehouse Management OMS Ecommerce By Johnson & Kate EDI Online Order OMS OMS Ecommerce OMS Mobile OMS Cloud emaster EDI Online Order Web Order Import Office Automation System Amazon API Warehouse Management Add-on UPS/FedEx Interface Credit Card Interface Business Intelligence 3 rd Party Logistics Manufacturing System

30 Warehouse Management System (WMS) David Yao & Colin Wu

31 Warehouse Management System (WMS) Handle WMS Tasks Picking Sales Order Pickup Receiving Purchase Order Receive Bin Update Adjust Count Transfer David Yao & Colin Wu

32 Warehouse Management System Inventory in and out of the warehouse efficiently Management in planning, staffing, and organizing efficiently

33 Warehouse Management System Interface Desktop Web Scanning

34 WMS Tasks Picking COS Pick List

35 WMS Tasks Picking COS Pick List WMS Desktop Interface

36 WMS Tasks Picking COS Pick List WMS Desktop Interface WMS Web Scanning Interface

37 WMS Tasks Receiving PO PO Receive

38 WMS Tasks Receiving PO PO Receive WMS Desktop Interface

39 WMS Tasks Receiving PO PO Receive WMS Desktop Interface WMS Web Scanning Interface

40 WMS Tasks Bin Update COS Inventory Update

41 WMS Tasks Bin Update COS Inventory Update WMS Desktop Interface

42 WMS Tasks Bin Update COS Inventory Update WMS Desktop Interface WMS Web Scanning Interface

43 Efficiency Drive Efficiency Which Bin? Bin preference Shortest routing

44 Efficiency Drive Efficiency Which Bin? Bin preference Shortest routing How Many? Summarized pick list

45 Efficiency Drive Efficiency Which Bin? Bin preference Shortest routing How Many? Summarized pick list Get Ready Pickup to the dock Ship from the dock

46 Management Performance Management Task Management Planning Staffing Directing Controlling

47 Management Performance Management Task Management Planning Staffing Directing Controlling Inquiry Tools Bin Inventory Inquiry

48 Management Performance Management Task Management Planning Staffing Directing Controlling Inquiry Tools Bin Inventory Inquiry Bin Transaction Log Inquiry

49 Management Performance Management Task Management Planning Staffing Directing Controlling Inquiry Tools Bin Inventory Inquiry Bin Transaction Log Inquiry Manager Worker Access User Right Control Manager Level Worker Level

50 Effectiveness Effective Bin Occupancy How to check? By Bin Number Bin Capacity Inquiry

51 Effectiveness Effective Bin Occupancy How to check? By Bin Number Bin Capacity Inquiry By Volume Bin Volume Capacity Image Inquiry

52 Effectiveness Effective Bin Occupancy How to check? By Bin Number Bin Capacity Inquiry By Volume Bin Volume Capacity Image Inquiry By Pallet Bin Pallet Capacity Image Inquiry

53 Let s Visit a Growing Wholesale Warehouse Worker John Company Shipping Manager Judy Purchasing Manager Jack Sales Rep Tom Warehouse Manager Eric

54 Case Study - Shipping Tom, our top sales representative Enters a Sales Order

55 Case Study - Shipping Eric, our warehouse manager Assigns Sales Order pickup task

56 Case Study - Shipping John, our warehouse worker Processes Sales Order pickup task

57 Case Study - Shipping Eric, our warehouse manager Closes the pickup task

58 Case Study - Shipping Judy, our shipping manager Posts the pickup

59 Case Study - Receiving Meanwhile Eric, our warehouse manager Assigns a receiving task

60 Case Study - Receiving John, our warehouse worker Processes the receiving task

61 Case Study - Receiving Eric, our warehouse manager Closes the receiving task

62 Case Study - Receiving Jack, our purchasing manager Posts the receiving

63 Case Study Cycle Count And then Eric, our warehouse manager Assigns Cycle Count task

64 Case Study Cycle Count John, our warehouse worker Processes Cycle Count task

65 Case Study Cycle Count Eric, our warehouse manager Posts Cycle Count

66 WMS Features/Benefits Here you get Paperless WMS Tasks on scanning device Accuracy Bin License Plate Barcode UPC Code scanning Real Time Task Management Bin Space Utilization Image check bin occupancy

67 Discovering the Ways of Generating Sales Order Manual Entry One Time, Recurring, Importing From Other Modules Data Transfer within OMS Import from Other Sources Data Transfer from 3 rd parties Fixed and Flexible Import File Layout ecommerce Solutions APP Web emaster OMS for Mobile OMS for Cloud Automation Auto and Semi-Auto By CK

68 Manual Entry One Time COS - Sales Order Processing Screen Enter Item ID Select Item From Inventory List Right Click Select Item Scan UPC

69 Manual Entry - Recurring COS - Sales Order Processing Screen Right Click Select Template Item Right Click Duplicate SO

70 Manual Entry - Importing COS - Sales Order Processing Screen Right Click Import Item File Scanning Item UPC Showroom Tradeshow

71 From Other Modules Data Transfer within OMS QTN - Quotation to Sales Order SYS - Export & Import Sales Orders within OMS

72 From Other Modules QTN - Quotation to Sales Order

73 From Other Modules System Manager - Utilities Export & Import Customer Sales Orders within OMS

74 Import from Other Sources Data Transfer from 3 rd parties Fixed and Flexible Import File Layout Export & Import Sales Order Item File Import Web Order EDI

75 Import From Other Sources System Manager - Utilities Export & Import Sales Order Item File

76 Import From Other Sources Import Web Order Fixed Import File Layout Flexible Import File Layout with Mapping Options

77 Import From Other Sources EDI Batch Import Orders Multiple files in one folder Multiple orders in one file

78 APP ioms Mobile APP Android ios

79 Web emaster B2B B2C Enterprise

80 Web OMS for Mobile: Sales Rep, B2B

81 Web OMS for Cloud

82 Automation Setup Import Frequency Auto Download Sales Orders Real-time Import Sales Orders Auto per frequency Amazon API, Teapplix API Semi-Auto Download Sales Orders Manual Import Sales Order Auto per frequency Web Order Import Function

83 Recap High Auto API Sales Manual EDI Web Order Import Anytime Anywhere Local APP Web Manual ioms OMS Mobile OMS Cloud Low Flexibility High

84 Paperless Communication via with OMS Johnson & Kate

85 Included & Add-on OMS Included with OMS Add-on Master Ecommerce Add-on Ecommerce

86 Included Preview and send out all reports- simply by click Outlook button

87 Setup System manager- system user file: System manager- Default setting:

88 Master S/O Invoice Statement Marketing P/O Receive

89 - Sales Order & Invoice

90 Batch s

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92 - AR Statement

93 - Notify customer ready to ship Upon P/O Receiving Auto Customer S/O is ready to ship

94 - Marketing catalog, event, link, promotion To all/selected/prospective customers

95 To all/selected/prospective customers From Customer List With Conditions Import from CSV file

96 Functions In OMS Ecommerce Solution OMS for Mobile / OMS for Cloud / emaster Upon Saving S/O Auto ing

97 Benefits Reduced Time, Cost & Effort Real-Time Communication Ease of Access OMS Ecommerce

98 OMS Accounting System - Toolbox By CK Chou

99 OMS Accounting System - Toolbox Balance Sheet Assets Bank: Bank Account Balance Inquiry A/R: Outstanding Invoice Inquiry Inventory (COGS): Perpetual Periodical: COS - Inventory Ending Stock Liabilities A/P: Outstanding Invoice Inquiry Owner s Equity Current Retained Earnings = YTD Profit and Loss Income Statement Revenue A/R: Company Sales Inquiry Expense A/P: Account Distribution Inquiry + Bank: Payment Transaction COGS Perpetual: Inventory Sales and Profit Inquiry Periodical: Inventory Ending Stock Toolbox Search General Ledger Data Entry Error Trial Balance Account Transaction Inquiry Account Budget Entry, Account Budget and Actual Balance Inquiry By CK

100 Balance Sheet and Income Statement and Toolbox Balance Sheet Assets Bank: Bank Account Balance Inquiry A/R: Outstanding Invoice Inquiry Inventory (COGS): Perpetual Periodical: COS - Inventory Ending Stock Liabilities A/P: Outstanding Invoice Inquiry Owner s Equity Current Retained Earnings = YTD Profit and Loss Income Statement Revenue A/R: Company Sales Inquiry Expense A/P: Account Distribution Inquiry + Bank: Payment Transaction COGS Perpetual: Inventory Sales and Profit Inquiry Periodical: Inventory Ending Stock Toolbox Search General Ledger Data Entry Error Trial Balance Account Transaction Inquiry Account Budget Entry, Account Budget and Actual Balance Inquiry

101 Assets: Bank Account Balance Inquiry Path: Bank System -> Bank Account Balance Inquiry

102 Balance Sheet and Income Statement and Toolbox Balance Sheet Assets Bank: Bank Account Balance Inquiry A/R: Outstanding Invoice Inquiry Inventory (COGS): Perpetual Periodical: COS - Inventory Ending Stock Liabilities A/P: Outstanding Invoice Inquiry Owner s Equity Current Retained Earnings = YTD Profit and Loss Income Statement Revenue A/R: Company Sales Inquiry Expense A/P: Account Distribution Inquiry + Bank: Payment Transaction COGS Perpetual: Inventory Sales and Profit Inquiry Periodical: Inventory Ending Stock Toolbox Search General Ledger Data Entry Error Trial Balance Account Transaction Inquiry Account Budget Entry, Account Budget and Actual Balance Inquiry

103 Assets: Outstanding invoice inquiry Path: Accounts Receivable -> Outstanding Invoice Inquiry

104 Balance Sheet and Income Statement and Toolbox Balance Sheet Assets Bank: Bank Account Balance Inquiry A/R: Outstanding Invoice Inquiry Inventory (COGS): Perpetual Periodical: COS - Inventory Ending Stock Liabilities A/P: Outstanding Invoice Inquiry Owner s Equity Current Retained Earnings = YTD Profit and Loss Income Statement Revenue A/R: Company Sales Inquiry Expense A/P: Account Distribution Inquiry + Bank: Payment Transaction COGS Perpetual: Inventory Sales and Profit Inquiry Periodical: Inventory Ending Stock Toolbox Search General Ledger Data Entry Error Trial Balance Account Transaction Inquiry Account Budget Entry, Account Budget and Actual Balance Inquiry

105 Liabilities: A/P Outstanding invoice inquiry Path: Accounts Payable -> A/P Outstanding Invoice Inquiry

106 Balance Sheet and Income Statement and Toolbox Balance Sheet Assets Bank: Bank Account Balance Inquiry A/R: Outstanding Invoice Inquiry Inventory (COGS): Perpetual Periodical: COS - Inventory Ending Stock Liabilities A/P: Outstanding Invoice Inquiry Owner s Equity Current Retained Earnings = YTD Profit and Loss Income Statement Revenue A/R: Company Sales Inquiry Expense A/P: Account Distribution Inquiry + Bank: Payment Transaction COGS Perpetual: Inventory Sales and Profit Inquiry Periodical: Inventory Ending Stock Toolbox Search General Ledger Data Entry Error Trial Balance Account Transaction Inquiry Account Budget Entry, Account Budget and Actual Balance Inquiry

107 Balance Sheet and Income Statement and Toolbox Balance Sheet Assets Bank: Bank Account Balance Inquiry A/R: Outstanding Invoice Inquiry Inventory (COGS): Perpetual Periodical: COS - Inventory Ending Stock Liabilities A/P: Outstanding Invoice Inquiry Owner s Equity Current Retained Earnings = YTD Profit and Loss Income Statement Revenue A/R: Company Sales Inquiry Expense A/P: Account Distribution Inquiry + Bank: Payment Transaction COGS Perpetual: Inventory Sales and Profit Inquiry Periodical: Inventory Ending Stock Toolbox Search General Ledger Data Entry Error Trial Balance Account Transaction Inquiry Account Budget Entry, Account Budget and Actual Balance Inquiry

108 Revenue: Company Sales Inquiry Path: Accounts Receivable -> Company Sales Inquiry

109 Balance Sheet and Income Statement and Toolbox Balance Sheet Assets Bank: Bank Account Balance Inquiry A/R: Outstanding Invoice Inquiry Inventory (COGS): Perpetual Periodical: COS - Inventory Ending Stock Liabilities A/P: Outstanding Invoice Inquiry Owner s Equity Current Retained Earnings = YTD Profit and Loss Income Statement Revenue A/R: Company Sales Inquiry Expense A/P: Account Distribution Inquiry + Bank: Payment Transaction COGS Perpetual: Inventory Sales and Profit Inquiry Periodical: Inventory Ending Stock Toolbox Search General Ledger Data Entry Error Trial Balance Account Transaction Inquiry Account Budget Entry, Account Budget and Actual Balance Inquiry

110 Expense: A/P Account Distribution Inquiry Path: Accounts Payable -> Payable Analysis ->A/P Account Distribution Inquiry

111 Balance Sheet and Income Statement and Toolbox Balance Sheet Assets Bank: Bank Account Balance Inquiry A/R: Outstanding Invoice Inquiry Inventory (COGS): Perpetual Periodical: COS - Inventory Ending Stock Liabilities A/P: Outstanding Invoice Inquiry Owner s Equity Current Retained Earnings = YTD Profit and Loss Income Statement Revenue A/R: Company Sales Inquiry Expense A/P: Account Distribution Inquiry + Bank: Payment Transaction COGS Perpetual: Inventory Sales and Profit Inquiry Periodical: Inventory Ending Stock Toolbox Search General Ledger Data Entry Error Trial Balance Account Transaction Inquiry Account Budget Entry, Account Budget and Actual Balance Inquiry

112 COSG - Cost of Good Sold Perpetual Periodic Path: Company Operating System -> Inventory Control -> Inventory Sales and Profit Inquiry Path: Company Operating System -> Inventory Control -> Inventory Ending Stock Inquiry

113 Balance Sheet and Income Statement and Toolbox Balance Sheet Assets Bank: Bank Account Balance Inquiry A/R: Outstanding Invoice Inquiry Inventory (COGS): Perpetual Periodical: COS - Inventory Ending Stock Liabilities A/P: Outstanding Invoice Inquiry Owner s Equity Current Retained Earnings = YTD Profit and Loss Income Statement Revenue A/R: Company Sales Inquiry Expense A/P: Account Distribution Inquiry + Bank: Payment Transaction COGS Perpetual: Inventory Sales and Profit Inquiry Periodical: Inventory Ending Stock Toolbox Search General Ledger Data Entry Error Trial Balance Account Transaction Inquiry Account Budget Entry, Account Budget and Actual Balance Inquiry

114 Toolbox Search General Ledger Data Entry Error Trial Balance Account Transaction Inquiry Account Budget Entry Account Budget and Actual Balance Inquiry

115 Toolbox Search General Ledger Data Entry Error Trial Balance Account Transaction Inquiry Account Budget Entry Account Budget and Actual Balance Inquiry

116 Toolbox Search General Ledger Data Entry Error Trial Balance Account Transaction Inquiry Account Budget Entry Account Budget and Actual Balance Inquiry

117 Toolbox Search General Ledger Data Entry Error Trial Balance Account Transaction Inquiry Account Budget Entry Account Budget and Actual Balance Inquiry

118 OMS Feature: Be Analytical for Better Insight By Customer By Sales Rep Path: Company Sales Analysis/Sales Representative Sales Inquiry By Date,Month, Year Path: Company Sales Analysis/Sales Inquiry Path: Company Sales Analysis/Customer Monthly Sales Inquiry Path: Company Sales Analysis/Customer Monthly Sales Inquiry with Comparison By Item Path: Company Sales Analysis/Sales Item Detail Inquiry Path: Company Sales Analysis/Sales Item Summary Inquiry By Item and Month Path: Company Sales Analysis/Item Monthly Sales Inquiry By Region Path: Company Sales Analysis/Regional Sales Analysis By Zone Path: Company Sales Analysis/Zone Sales Analysis By Customer s Chain Stores Path: Company Sales Analysis/Chain Store Sales Inquiry By Vendor Path: Company Sales Analysis/Inventory Sales by Vendor Path: Accounts Payable/Vendor Account Analysis By Item + Class + Sales Rep Path: Company Sales Analysis/Inventory by Class and Sales Representative By Customer Sales & Credit (one+ customers, any given period) Path: Company Sales Analysis/Customer Sales and Credit/Return Inquiry By Inventory Class Path: Company Sales Analysis/Inventory Class Sales Inquiry By Profit Path: Company Operating System/Inventory Control/Inventory Sales and Profit Inquiry Path: Company Operating System/Invoice processing/invoice Sales Inquiry Path: Company Sales Analysis/Inventory Sales by Vendor Path: Company Sales Analysis/Sales Order Profit Inquiry Path: Company Sales Analysis/Business Type Inquiry By Invoice Type Path: Accounts Receivable/Company Sales Inquiry Path: Accounts Receivable/Invoice Type Inquiry By Open Sales Order Quantity Path: Company Sales Inquiry/Open Sales Order Item Detail Inquiry Path: Company Sales Inquiry/Open Sales Order Class & YTD Inquiry Path: Company Sales Inquiry/Open Customer Open Order Inquiry By Business Type Path: Company Sales Inquiry/Business Type Sales Inquiry By Source Code Path : Company Sales Inquiry/Source Code Sales Inquiry

119 Tips on Using OMS Inquiries By CK Chou

120 Tips on Using OMS Inquiries 1. Conditions All or Partial Summary or Detail 2. Sorting Double click on column header (ascending or descending) Secondary sorting: Shift key + Double click on column header 3. Report Preview Print All or Partial 4. Right Click Search Hide column(s): Ctrl Key + Right click Group by Export to CSV File By CK

121 Tips on Using OMS Inquiries 1. Conditions All or Partial ALL: 0 for all, from blank to zzzz for all Summary or Detail

122 Tips on Using OMS Inquiries Conditions

123 Tips on Using OMS Inquiries 2. Sorting Double click on column header (ascending or descending) Secondary sorting: Shift key + Double click on column header

124 Tips on Using OMS Inquiries - Sorting Shift + Double Click

125 Tips on Using OMS Inquiries 3. Report Preview Print All or Partial

126 Tips on Using Inquiry - Report

127 Tips on Using OMS Inquiries 4. Right Click Search Hide column(s): Ctrl key + Right click Group by Export to CSV File

128 Tips on Using OMS Inquiries Right Click