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August 2008 Roadshow V10 Launch

August 2008 Roadshow 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

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August 2008 Roadshow V10 Launch

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  1. August 2008 Roadshow V10 Launch

  2. 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

  3. 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

  4. 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)

  5. Sneak Preview My Business Online

  6. My Business Online Dashboard Sales History

  7. My Business Online Customer List screen

  8. My Business Online Edit Customer screen

  9. My Business Online New Invoice screen

  10. Introducing Pastel Accounting 2009

  11. 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

  12. 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

  13. 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

  14. What’s New In Pastel Accounting 2009

  15. 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

  16. What’s New In Pastel Accounting 2009

  17. What’s New In Pastel Accounting 2009 • What’s New in Xpress • User Defined Fields • Count Inventory • 30 Cashbooks

  18. 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

  19. 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

  20. 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.

  21. 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

  22. Pastel Cash Manager

  23. 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

  24. Tea Break

  25. Changes in Channel

  26. Total Sales by Quarter

  27. Total Channel Sales by Quarter

  28. Total Cover Sales

  29. 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%

  30. 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

  31. 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)

  32. 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

  33. End Please join us for refreshments

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