Streamline eCommere, warehouse processes and shipping with QuickBooks and OzLINK. Learn how to streamline order flow, cut operational costs, improve fulfillment.
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APPify QuickBooks with eCommerce and Shipping
1. 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
2. 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
3. Today’s Speakers
Jason Hancock
QuickBooks Team Lead
Oz Development
Brian Hodgson
VP Sales & Marketing
Oz Development
Michelle Long
Owner
Long for Success
4. Agenda
• Oz Overview
• QuickBooks Automation Scenarios
• OzLINK Demo
• Oz Development Partner Program
• Summary and Q & A
6. Extend QuickBooks to Streamline
eCommerce and Shipping
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
7. 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
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
8. How Does OzLINK Extend QuickBooks?
eCommerce
Warehouse
Shipping
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
9. Over 400 QuickBooks Customers
eCommerce Warehouse Shipping
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
10. 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
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
11. Integrate eCommerce & QuickBooks
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
Warehouse
12. OzLINK eCommerce Extensions
Order
routing
Supplier
Fulfillment
Edge Apps
Order
Screening
Address
Validation
eCommerce
Orders
Inventory, Tracking, etc.
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
13. 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
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
14. 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
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
15. Streamline with Batch Shipping
Orders
Export
Batch
Tracking shipping
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
16. 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
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
17. Automate Pack Slips Across Sales
Channels
Eliminate manual processes
Automate across multiple
drop ship customers
Support different brands
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
18. 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
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
19. Improve EDI/ASN Orders With Pack
Verification
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
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
20. An ASN Captured in QuickBooks
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
21. 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
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
22. ASN/EDI Demo
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
23. Partnership Overview
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
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
• 80% of activation
services
Prime
Partner
• Same as Pro • Same as Pro • Same as Pro, plus
• $20K annual revenue
to Oz
• 35% of annual
subscription
• 80% of activation
services
24. 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
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
25. 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
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
26. 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
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
27. 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
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
28. Q & A
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
29. 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
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
Hinweis der Redaktion
Slides: http://bit.ly/1mJ8BEz
Here are a few more examples
On the left we can produce a branded email, beyond the regular capabilities of quantum view notify
This allows the customer to reinforce your customers brand by allowing for other promotions and or coupons. Really a great way for the customer to increase their revenue with repeat customers.
IN addition from a customers perspective, they can have the tracking information listed along with item details.
On the right this is a great tool and is used in a drop ship scenario. This really helps streamline and automate the pick pack process.
This really takes a portion of the risk of a human error occurring