Transcript Title of the Presentation

Fully Integrated…
IIG’s
Rental
Maestro
Sage 500 ERP
Presented by:
Alec Baghdasaryan
President
About IIG
• Founded in 1991
• 40+ Employees, 70% Technical
• Over 18 years of development in MAS 90, 200
• Over 9 years of development in MAS 500
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Custom Programming – VB.Net / SharePoint / Java Scripts
Sage Gold Development Partner
Microsoft Gold Partner
MAS500 Enhancements
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SharePoint Based Document Management
Integration with StoreFront.net – B2B / B2C
Service Dispatch / Crew Scheduling
Business Partner Management
RF Based Warehouse Automation
Outlook Integration
Intercompany A/R Cash Application
Sage MAS500 “Innovation” Award Winner
November 2009
Rental Maestro:
Complete ERP, Rental, Production and Sales Management (CRM)
Order Entry and Fulfillment
Real-time availability during order entry
Formatting - Headers, Footers and Subtotals
Flexible Billing & Pricing
Ability to process, early / late / partial returns
Integration with PO and Sub-Rental PO modules
Missing & Damaged Billing
Project Management – Costing & Profitability
Costing for products sold, rentals, crew, sub-rentals and
other expenses
Budget-to-Actual project costing solution
Drill-down from top-line to source transaction
Labor Scheduling
Drag-and-drop scheduling of labor
Visibility of progress through “Dispatch Board”
Service management for PM & customer repairs
Master Calendar
Filter, Search, View and Drill-Down on Jobs, Orders,
Resources, Calendars and Tasks all from one Master
Calendar / Get from top-level calendar down to source
transaction from one place / Daily
Weekly, Monthly views
Truck Scheduling
View truck schedules from rental order entry
Calendar-based view of truck schedules
Document Management
Asset Management
Preventative maintenance can be scheduled and routed
through service management
Warehouse Management
Rent or sell from the same warehouse or limit to particular
function
In transit warehouse allows for easy management of asset
transfers between locations
Set up warehouse by wave and bin
Inventory Management
Multiple and unlimited warehouses, with separate pricing rules
for each
From simple to complex availability calculations
Flexible coding schema for managing physical counts
Inventory replenishment - Manual, Min/Max, Max, Economic
Variable and Fixed Kits
Order Quantity (EOQ)
The industry’s first truly integrated rental,
production and sales management system
Rental Order Entry – Header Information
Basic Order Information –
Including Order Sub-Type
Rental Dates – Charge, Delivery
and Availability
Ship-To Info - Including Return
Via and Global Address Lookup
Insurance Amount, Expiration
Date and Equipment Deposit
Billing Types – Fixed Contract or
Time & Materials
Rental Grid Button – Availability,
Cart Entry, Approvals and More
Rental Order Entry – Order Sub-Type
Assign an Order Sub-Type
during New Order Creation
Unlimited User-Defined
configuration
Form Defaults
Billing Defaults
Account Reference Code Group
Defaults
Rental Order Entry – Ship Via/Return Via and Trucking
Set your Ship/Return Via
Open the Trucks Tab
Request a Delivery
Track the Status of your request
View all requests on the realtime Truck Dispatch Board
Rental Order Entry – Crew Scheduling
Add Labor lines to your order
Inquire on existing Service Calls
Request additional Service
Calls
Service Requests are updated
real-time
View all requests on the realtime Labor Dispatch Board
Line Type “L”
Unscheduled Labor in Red
Rental Order Entry – Bill Scheduling
Select Billing Type and Sub-Type
Set Bill Schedule
Bill Types
Fixed Contract
Time & Materials
Bill Sub-Types
Batch Invoice (many shipments single invoice)
Bill as Shipped (one invoice per shipment)
Rental Order Entry – Bill Scheduling – Part 2
Enter Billing Start and End Dates
Select Recurrence
Modify Recurrence (if necessary)
Generate Bill Schedule
Invoices are loaded to the Billing
Queue as specified in the Bill
Schedule
Recurrence Options
There are an unlimited amount of recurrence options
 Daily, Weekly, Monthly
 Specific Day of Week or Month
Streamlined Rental Returns Process
with Service Management Integration
1) Generate Rental Return
2) Identify Missing/Damaged
3) Auto-Generate Service Tickets
• Real-time asset scanning
eliminates manual entry
• Asset return status updates
availability instantly
• Integration with Service
Management autogenerates Service Tickets
for Damaged Equipment
Business Partner Module for Contact Management
Quickly
View
your
access
results
your
set
own
summarized
contact
list
by
utilizing
Business
the
Partner
My
Contacts
category
lookup
–lists,
atwithin
both
functionality
the
Company
and
and
easily
identify
Inactive
Deleted
records
via
color-coded
results
Refine
your
search
using
the
Business
Partner
categorization
structure
The Business
Select
status
records
–Partner
to
Record
be
included
Search
status
in
and
screen
mailing
aand
new
allows
lists,
CRM
salesperson
quick
status,
and
for
easy
the
contact
access
Company
to
or
Company
ordata
to
Contact
send
and
e-mails
orsynchronizes
Both
Contact
via
module
provides
light
CRM
functionality
from
MAS500,
Contact
levels.
This
unique
functionality
works
as filter, so
you can further
refine your search.
Records,
integration
and
withhas
Microsoft
a host
of
Outlook.
integrated
functionality
Customer
and
Vendor
record
information,
and provides
contact-based
searching.
Real-Time Job Cost Management
Right-Click drill down from the
Cost Code (Reference Code) field
View Job Information at a glance
The Reference Code program can also be
accessed as a stand-alone program
View Job Transaction Information
in the Status Tab
Transaction Drill-Down
Job-Cost Summary
Drill-down access to all
Job cost totals from Quote to
Transactions and Transaction
Invoice
quick and easy
The
Standard
MAS500
Reference
Code for
functionality
has been expanded to
lines associated with the reference
profitability analysis.
code – in one place!
accommodate
real-time rental and sales order job cost management functionality
Business Partner Notes
Three new buttons for BP Notes
Task, E-Mail, Calendar
Unlimited Number of Attachments
BP Notes
Due Dates and
BPStatus
Attachments
Note Categorization
Unlimited Number of New
Categories.
Attachments
Note
Searchable System-Wide
“Intelligent” context sensitive
Note Inquiry
classification – BP, Contact,
Reference Code and Transaction
Information
Type. and Note Type
Reminders
Integrated Business Partner Notes and
holistic view of a job’s status.
Accessible from all modules
“Intelligent” context sensitive
classification – BP, Contact,
Reference Code and Transaction
Attachments
Type. at the Job level allows
Accessible from all modules
for a
Information Integration
Group, Inc.
457 Palm Drive
Suite 200
Glendale, CA 91202
Telephone
(818) 956-3744
(877) 475-4092
Fax:
(818) 956-3746
Alec Baghdasaryan
President , CEO
(818) 956-3744, x222
(818) 402-9932, Cell
[email protected]
www.iigservices.com
Gary Mardirossian
Sales Manager
(818) 956-3744, x215
[email protected]