APPify QuickBooks with eCommerce and Shipping

Extend QuickBooks to Streamline
eCommerce and Shipping
View all the APPify webinars:
https://www.youtube.com/user/MichelleLongCPA
Oz Development, Inc. www.ozdevelopment.com 508.366.1969

Michelle Long, CPA, MBA
Owner of Long for Success, LLC
Author – available on Amazon http://tinyurl.com/MichelleLongAmazon
 QuickBooks 2014 on Demand
 QuickBooks Practice Set & QuickBooks Online Practice Set
 How to Start a Home-based Bookkeeping Business
 Successful QuickBooks Consulting
Co-host Award Winning Ultimate Accounting vCon – virtual conference
• http://AccountingvCon.com annually – next in July, 2014)
Linkedin Group ~70,000 members – Successful QuickBooks Consultants
International speaker – Intuit Trainer/Writer Network
• Nationwide across the US & Canada
• Australia and London
Subscribe: LongforSuccess.com/blog

Today’s Speakers
Jason Hancock
QuickBooks Team Lead
Oz Development
Brian Hodgson
VP Sales & Marketing
Oz Development
Michelle Long
Owner
Long for Success

Agenda
• Oz Overview
• QuickBooks Automation Scenarios
• OzLINK Demo
• Oz Development Partner Program
• Summary and Q & A

APPify the Processes
Recordings: https://www.youtube.com/user/MichelleLongCPA

Extend QuickBooks to Streamline
eCommerce and Shipping

OzLINK: Proven Success with QuickBooks
Oz Overview
• Integrating and extending
order management applications
• 20 years experience in shipping
• Rapid company growth
• Over 400 QuickBooks Customers

How Does OzLINK Extend QuickBooks?
eCommerce
Warehouse
Shipping

Over 400 QuickBooks Customers
eCommerce Warehouse Shipping

Atlanta Barber Supply Trims Costs
Orders Orders
Costs &
Tracking
Tracking
• Streamlined 125 order per day, growing eCommerce
• Cut cleric work from 7-8 hours to 25 minutes
• Improved order accuracy & customer service

Integrate eCommerce & QuickBooks
Warehouse

OzLINK eCommerce Extensions
Order
routing
Supplier
Fulfillment
Edge Apps
Order
Screening
Address
Validation
eCommerce
Orders
Inventory, Tracking, etc.

Image 3D Saves Over $10,000 per year
New Orders
Order Status
• Rules for Mail Innovations
• Pack rules for multi-piece &
batch shipping
• Streamlined order processing saving $10,500 per year
• Improved customer service and visibility while growing at 42%
• Increased ability to handle volume peaks with same staff

OzLINK Provides Advanced Shipping
Service All
Sales Channels
Leverage the Broadest
Carrier Support
• All carrier options
• US and International
• Third party billing
• Scales and peripherals
• Combo pick ticket & ship label
• Branded pack slips
• ASN
• Retail compliant labels
• Drop ship for your customers
Automate Complex
Business Rules
• Auto select carrier and service
• By sales channel
• By order weight, value, etc.
• By line of business
• Automate returns

Streamline with Batch Shipping
Orders
Export
Batch
Tracking shipping

Improve Service and Follow On Sales
 Provide real time e-mail status to
customers
 Include product line details confirming order
 Highlight promotions to drive
follow on sales
 Streamline return instructions
 Re-enforce your brand

Automate Pack Slips Across Sales
Channels
 Eliminate manual processes
 Automate across multiple
drop ship customers
 Support different brands

Julian Bakery Saves $60,000 per Year
New Orders
Order Status
• Rules for Mail Innovations
• Pack rules for multi-piece &
batch shipping
Shipping
· Leveraged USPS and OnTrac to serve the entire US with 2 day delivery
· Selection of carrier and services was automated
· Automated selection of packaging saving $58.5K per year on shipping costs

Improve EDI/ASN Orders With Pack
Verification
Retailer
Front Office
User
Warehouse
User
EDI
• Validate line items & quantity at pack time
• Capture box level details of shipment
• Generic UCC 128 compliant labels with UPS label

An ASN Captured in QuickBooks

Omega Sea Expands with PetSmart
EDI
Orders
Invoice
ASN
• Pack verification
• Shipping automation
• UUC 128 labels
• Shipping labels
• Direct ASN w/ SPS
• Reduced time to process EDI orders
• Enabled launch of PetSmart relationship with 800 plus orders in 3 days
• Streamlined packing, shipping, and ASN generation enabling major order
growth
ASN

ASN/EDI Demo

Partnership Overview
Partner
Level
Partner
Responsibilities
Oz responsibilities Minimum
Requirements
Commission
Referral
Partner
• Lead referral • Qualification, Discovery,
Quote, Negotiation,
Booking
• Implementation
• Support
• None • 10% of activation
services
Plus Partner • Account
management
• Qualification,
Discovery, Demo
• Sales forecast
• Quoting, Booking
• Implementation
• Support
• 1 new customer per
month
• Trained sales
resource
• 1st month of
subscription
• 15% of activation
services
Pro Partner • Qualification through
booking
• Implementation
• Level 1 support
• AR
• Level 2 support • Plus requirements
• $5K annual revenue
to Oz
• Trained
implementation and
support
• 20% of annual
subscription
services
Prime
Partner
• Same as Pro • Same as Pro • Same as Pro, plus
• $20K annual revenue
to Oz
• 35% of annual
subscription
services

OzLINK QuickBooks Solutions
UPS Shipping Multi-carrier Shipping eCommerce
Shipping
Solutions •OzLINK for UPS Pro • OzLINK Shipping for
QuickBooks
• OzLINK Channel
QuickBooks & Carrier
Software Integration Yes Yes Yes
Advanced modules:
Batch, combo pack slip,
ASN, branded pack
slips, etc.
No Yes Yes
Phone support &
updates
Yes Yes Yes
Pricing • No set-up fee
• $29 per month per
station
• Basic shipping
• No set up fee
• Advanced modules
• Set-up: $999-$4999
• Monthly subscription:
• $39-$397
• Set up fees: $999-
$4999
•Monthly subscription:
• $198-$397

What Can You do Today?
• Win an iPad mini
– Any leads submitted by Sept
30th will get a chance in
drawing
• Double your commission
– Any new customers that
close before Nov 1st, Oz
Development will double the
commission
• Contact details
– sales@ozdevelopment.com
– 508 366 1969

Summary
• Integration and extending QuickBooks can drive
major cost savings
• Can start small and prove ROI
• Expanding eCommerce channels are driving
more complexity into fulfillment
• OzLINK supports all version of QuickBooks

Tools to Support You
Case Studies, Brochures
Demo Videos
https://www.ozdevelopment.com/upsready
https://www.youtube.com/user/OzDevelopment/videos
http://www.slideshare.net/OzDevelopment/presentations
Contact Info
508-366-1969
sales@ozdevelopment.com www.linkedin.com/in/jasonwhancock

Q & A

Quickbooksconnect.com
Code: QBC10
Join Intuit and your peers for an experience far beyond a traditional conference. One
ecosystem together: small business owners, entrepreneurs, developers and of course,
accountants, all under one roof through an engaging and memorable experience that:
• Connects attendees to those who can help them succeed
• Provides education on business success strategies
• Inspires everyone to pursue their passions and dreams

APPify QuickBooks with eCommerce and Shipping

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