DDMS® Aftermarket Products

Services

Onsite Training

Onsite training is the most effective way to train multiple employees with minimal business disruption. ECi can conduct formal classes right at your site, or give individualized instruction to specific employees. Trainers can also assist with software implementation, demonstrate software features, and help configure applications to meet your business needs.

Virtual Classroom Training

Virtual Classrooms let you attend live classes over the Internet. Watch, listen and interact as an experienced instructor walks you through a software application over the phone.

One-on-One Phone Training

Have your own personal trainer via phone. Experience a one-on-one training session with a DDMS specialist. Learn DDMS software with your personal trainer over the phone with real-time virtual interaction.

Premier Support

Premier Account Managers take a proactive approach that helps you stay on the cutting edge of technology and business practices. A senior DDMS account manager is assigned to your company to help you:

• Identify operational and efficiency improvements
• Develop and implement custom programs
• Implement new software features
• Arrange for ongoing training

You will have one point of contact for all technical support and customer service, with direct access to your account manager via telephone extension, mobile number and e-mail address.

But Premier Account Management is much more than just technical support. Your account manager will review your business goals with you, help you develop and execute a plan to meet those goals, and follow up with yearly visits to identify additional improvements. The service includes one two-day on-site consultation each year — a $3,000 value! And, when you implement new software, we don’t wait for you to call us with a problem; your account manager stays in contact with you to make sure things are running smoothly. It’s like adding a DDMS consultant to your staff.

Additional User License

Is your company growing? Are you hiring more employees to keep up with your customer’s demands? It sounds like you need additional user licenses for your DDMS software. Adding more licenses for your company will give you the flexibility to grow.

DDMS Server Upgrade

Take advantage of having a current DDMS server that provides the latest in hardware technology for the DDMS system. Choose from the HP Proliant ML350 G5 or a Dell Power Edge 2900 Raid 5 server.

DDMS Xtensions

• Workflow Xtensions
• Customer Xtensions
• G/L Xtensions
• Distribution Xtensions
• DDMS Power Tools
• Contract Office Furniture Xtensions

Workflow Xtensions

Notes Everywhere

This workflow tool makes it easy to communicate critical information throughout your company. Add an unlimited number of pop-up notes to customer, vendors, or orders to record dates, preferences, service issues or other important information. Notes can also trigger e-mail alerts or messages to employees, suppliers or even customers, improving both internal and external communication.

Approval Link™ VeriSign® Interface

This version of Approval Link is for dealers who prefer to use VeriSign authorization software for credit card processing. Customer and transaction information is passed directly from DDMS to the VeriSign software, eliminating the need to re-key data. Approval Link VeriSign Interface also includes authorization management, automatically clearing pre-authorized amounts once the actual transactions is completed and billed.

Level III Credit Card Processing

Add Level III credit card processing to Approval Link. Level III offers the highest degree of security available for credit card authorizations and can significantly lower your processing fees. The additional detail provided by Level III processing, such as item ID, description and quantity simplifies expense reporting for your customers and may be especially appealing to larger accounts using procurement cards.

Campaign Manager

Build targeted sales campaigns, set up customer alerts, identify sales opportunities, and manage customer accounts – all using a simple, wizard-based interface. Campaign Manager works in conjunction with Notes Everywhere (see above) to help you target specific customer segments (such as premium or at-risk customers), generate prompts or alerts to identify new customers or changes in purchasing habits, and send out targeted e-mails or other communications.

Multiple Credits

Create multiple credits for the same invoice during the same day’s business. Each credit has its own unique number, all linked to the original invoice number. Requires DDMS Version 6 or later.

Customer Item Substitutes

Improve profit margins and compete for new business by enabling customer-specific item substitutes. Inventory substitutes — items that serve as replacements for other items — help maintain margins and fill rates by directing customers to the items you prefer to sell. Customer Items Substitutes let you apply the power of inventory substitutes to individual accounts. Fine-tune inventory substitutions by creating substitute items that apply only to a specific customer, customer group or delivery route. Use customer items substitutes for: JWOD/GSA, National Drop-Ship Accounts, and to meet customer purchasing requirements without sacrificing margin.

Period-End Procedure Files

Why waste time running the same reports or performing same-system tasks at the close of each day and month? Procedure (proc) files are automated scripts that perform these tasks for you. ECi can provide proc files to automate your daily or month-end procedures. Simply launch the procedure and let DDMS handle the rest.

Custom Reports

DDMS includes a wide variety of standard reports (invoices, statements, labels) and an integrated report writer so that users can build their own custom reports. For dealers who may not have the time or expertise for do-it-yourself report development, ECi also offers a custom report service. Whether it’s a completely new report combining data from various system applications or modifying an existing report to better match your workflow, we will develop a custom format to match your specifications and business objectives.

• Files
• Formats
• Labels
• Procedures

Paid-on-Paid Charge-Back Commission Reports

This helps you implement a controlled compensation program for salespeople, either paid-on-paid compensation or charge-back compensation, or both. It offers three different reports: Commissions To-Be-Paid, Final Commissions and Reprinting of Final Commissions. All three reports include basic information (salesperson, customer, item and invoice) as well as sales, cost/margin dollars and percentages, gross and net commissions, and deductions for past due invoices (if applicable). Extensive parameters let you use paid-on-paid and charge-backs with almost any compensation structure.

Customer Xtensions

Additional Volume Discounts

Set up a customer appreciation program that rewards large orders with a gift or additional discount. Discount an order by a pre-set percentage whenever it falls within a set dollar amount, for example. Or give customers a gift item when their order exceeds a specific dollar amount. Additional Volume Discounts enables you to define multiple discount tiers, allowing different reward levels based on total order dollars.

Advanced Contracts

Assign an unlimited number of contracts to a customer or departmental account. Contracts can be assigned to groups of customers as well as individual accounts. This also enables you to build new contracts and assign customers to them without leaving the contracts application.

Customer Evaluation Module

When it comes to evaluating your customers, a picture can be worth dollars, not just words. The Customer
Evaluation Module enables you to quickly evaluate a customer’s buying history in real-time without running reports or doing complicated analysis. Sales dollars and trends, sales versus costs, order trends, credit status and more are displayed as easily understood charts and graphs.

Dealer Station®

ECi’s Dealer Station® Web storefront is completely integrated with the DDMS business system. Critical transaction data, including pricing, account information, budgets and order history, are stored and managed in DDMS, eliminating the need to re-key account information or upload separate contracts to your Web storefront. Likewise, incoming orders are automatically downloaded for processing.

G/L Xtensions

Drill-Down Financials

Stop digging through multiple batch reports to find that old invoice or determine why an account was over budget. The G/L History window lets you drill down into G/L information and view detailed information on screen. Start at the broadest levels, and in seconds drill down to the smallest detail on a specific invoice.

Xtended G/L Package

Significantly improve financial reporting and analysis of your business with support for 15-digit G/L numbers and responsibility centers for cost center accounting. You can also define up to 70 G/L departments and 77 different customer and salesperson categories, allowing detailed analysis of your operation by customer, salesperson or route.

Distribution Xtensions

Advanced Manifests

Advanced Manifests can simplify operations for larger dealers with multiple warehouses. No more entering individual orders for each location; line items are automatically routed to the correct warehouse for fulfillment based on inventory location. This also simplifies same-day deliveries by defining same-day routes and the cut-off times to generate manifests for these routes. Other features include automatic generation of shipping manifests, multiple manifest types, the ability to flag bulk items on picking manifests and the option to split tickets among multiple printers.

Xtended Warehouse Management

Xtended Warehouse Management provides additional capabilities to streamline operations in large warehouses, including 8-digit bin numbers and the ability to use different types of bins for the same item. Available bin types include set, floating, quick-pull, back-up, staging and bulk bins. There is also a special serial bin type for machine dealers that tracks the serial numbers of its contents so that it is easy to always know the exact serial numbers stored in each bin location.

DDMS Power Tools

Item Audit Trail

Audit all activity for a specific item in one concise report that includes on-hand quantities at the beginning and end of a specified period, quantities purchased and sold, and any manual adjustments.

Cycle Count

Manage inventory more effectively by counting small sections of your store or warehouse on a rotating basis. The program supports bar code scanning, or print count sheets and page logs for manual counts. Results can be used to update your inventory immediately, or use newly-discovered items to fill backorders before releasing to on-hand inventory. You can also use count results to generate valuation reports.

Collections Monitor

Manage collections by generating past-due call lists grouped by importance. Set call-backs when someone is out or a follow-up is required. The monitor can also notify employees of previous collection calls to a customer.

Credit Hold

This Xtension helps handle customers on credit hold by automatically putting new orders on hold and generating a collection call. When payment is received, just release the order, which automatically returns to the normal flow.

Stock Class Usage Report

Show usage dollars by inventory stock class. This Xtension lists your total sales by stock class from a specialized sales journal. The data can be saved to a file for export to other applications.

Usage Report Set

Four of our most popular usage reports — Sales Analysis Recap, Contract/Item History and Usage Reports, Customer Contract Report and History Merge Program — at a special discounted price.

Monthly Product Usage Report

Give your customers the big picture of their purchasing history. Generate a comprehensive usage report using data from up to 12 sales journals. Optional fields let you customize the report’s appearance for specific customers.

Invoice Salesperson Change

Safely changes the salesperson assigned to a journalized invoice, automatically updating all related files, to ensure accurate reporting.

Contract Office Furniture Xtensions

WIP (Work in Progress)

View and compare your actual costs on an individual order basis prior to and after invoicing for a more accurate bottom line. WIP also helps to eliminate overpayments to vendors, correct payment of commissions to salespeople, and helps in the overall order process.

Furniture Job Costing

Track all of the costs associated with a specific furniture project for accurate accounting, profitability analysis and commissions. Add cost-only items or labor hours to a project. Hours can be set up with defined rates for regular and overtime pay, defined and assigned to multiple categories for tracking and reporting. Costs can also be defined as commissionable or non-commissionable to further protect your margins.

Terms and Conditions

Terms and conditions such as advance payment requirements and forfeiture of deposit are critical elements of any furniture project. This Xtension simplifies tracking and management of this important information. You can assign the appropriate terms and conditions document as part of the order entry process. Once the terms have been accepted, you can record relevant information such as the signer’s name and date, etc. You will always know the specific terms and conditions that apply to each project and whether they have been accepted by the customer.

EOP (Electronic Order Processing) with Furniture Manufacturers

Transmit furniture P/Os electronically and save time and labor by eliminating the need to re-key data. Transmit P/Os to major manufacturers and receive electronic acknowledgments directly into DDMS. Supported manufacturers include Allsteel, Global Industries, Haworth, Herman Miller, Kimball Office/National and Knoll.

Hedberg Interface

Steelcase dealers no longer have to choose between having critical business information split between two software packages or re-keying orders into DDMS. The Hedberg Interface connects DDMS to supported Hedberg Data Systems software, offering unified project and business management without redundant data entry. Import Hedberg orders and P/Os for billing, receiving, project management and complete, accurate sales history.

Project Overview

Use the Project Overview window to keep track of your projects. For example, you can monitor the project’s
design review and client review dates, as well as keep track of the project manager, design team manager and install team manager.

Xtended Business Analysis

Assign customer groups in the ten-character Group field in the text-based (AQ) screen and the Customer Master tab. This user-defined field works with the new customer contracts feature. This field/box lets you assign customers to a specific group. Using this group code, you can run reports and post accounts receivable payments by group. Suppose you have several accounts and department accounts for a large supply dealer. By assigning the master account and department account the same group code, you can ensure that the contracts used for the master account and all department accounts are the same. Once you have assigned group codes to your customers accounts and department accounts, you can use Customer Price Plans to assign customers
to as many price plans (contracts) as necessary.

• The report information is stored in the C-INFO file.
• In accounts receivable, you can post a check to all accounts in a group. You access the account by group and all invoices for all accounts in that group are available for posting. You can also use this group code when searching for a customer by alias.
• Previously, you could view up to 10 departments in the (LA1) screen. Now, you can view up to 70 departments in the (AS) Customer Sales History screen (set up General Ledger departments in General Ledger Departments Parameters).
• Suppose you have several accounts and departmental accounts for a large customer. By assigning the master account and departmental account the same group code, you can ensure that the contracts used for the master account and all departmental accounts are the same. Once you have assigned group codes to your customer accounts and departmental accounts, you can go to the Customer Price Plan window and assign customers as many price plans as necessary. This price plan information is stored in the C-DISC file.
• You can also view your customers history information by group in Customer History. In the Customer History Total Sales and Group Sales tabs, check the “Sales Rollup By” checkbox. You can view history by customer or by group.
• Note: This feature is not included in all software packages and may require authorization. For more information, contact ECi Sales.

Mobile Solutions

RouteTrak™

Missed deliveries and misrouted shipments waste time and money. Boost delivery efficiency by replacing paper-based delivery manifests with an electronic handheld device. Each delivery is tracked all the way to the customer’s hands using RouteTrak. A time- and date-stamped signature is captured for your proof-of-delivery and automatically uploaded to your DDMS business system on the driver’s return and can be viewed through your Web storefront.

RoutePerfect™

Save fuel and time by optimizing delivery routes to reduce mileage and even the number of trucks required for deliveries. RoutePerfect:

• Analyzes the day’s deliveries and creates the most efficient sequence within a given route
• Re-routes deliveries with the click of a mouse
• Integrates with your DDMS business system; customer information is always accurate and there is no re-keying of data

RoutePerfect’s dynamic route optimization gives you the flexibility to make route changes — even after you build a manifest. Quickly make changes to a route if:

• There’s road construction
• A customer requires a first-call delivery time
• A driver is sick or on vacation

RouteVision™

Locate and manage your fleet with ease! RouteVision is a GPS-based automatic vehicle location system that provides real-time satellite coverage of your fleet. In addition to identifying vehicles that are being misused or stolen, RouteVision helps improve customer service and delivery efficiency. Dispatchers can provide customers with more accurate arrival estimates based on a driver’s current progress or even re-route a vehicle to decrease customer wait time. The software creates a time-stamped log for each vehicle’s daily path, so you can stop paying drivers to fill-out unnecessary paperwork and let them focus on their job: safe driving and exceptional customer service.

Use RouteVision in conjunction with RoutePerfect to compare your drivers’ real-time progress with “optimized” route paths. Identify and correct unnecessary route detours and other inefficiencies.

ServiceTrak™

Give your service technicians remote, wireless access to schedules, pricing and information on customers, contracts and machines. Dispatch and close calls, monitor your service department’s call load and more! ServiceTrak™ provides field service technicians with real-time access to service call and customer information. Technicians can complete calls and receive new assignments electronically before they even leave a customer’s site, eliminating burdensome paperwork.

Third-Party Software

Acsellerate®

Acsellerate is an Internet-based sales intelligence solution that offers owners, managers and sales and marketing professionals new insight into their business activities. Acsellerate mines the historical data in the company’s back-office business system, linking customer activities to transactions for a clearer understanding of business activity and profit margins. With Acsellerate, you can instantly see the status of your company or individual accounts and even developing trends such as changes in a customer’s buying habits. Information is displayed on clear, easily understood dashboards that can be accessed from any computer with an Internet browser, enabling managers to monitor business activity from virtually any location.

Import Tax Tables

Import Tax Tables from tax specialists CCH, Inc. offers you a simple solution to the problem of calculating sales tax codes that vary by city, county and state. The module automatically calculates all applicable tax rates for different jurisdictions, allowing you sell to anywhere in the U.S. with ease.

Reform Enterprise

Reform Enterprise is an easy-to-use single-source document management solution developed by FabSoft for customizing and distributing information for either existing or planned business applications. Reform Enterprise is designed to cohesively integrate with your DDMS software.

3PC

Minimize your shipping costs with ECi’s 3PC (Third Party Carrier) shipping interface. 3PC lets you connect your DDMS server to a PC running shipping software provided by your carrier.

Jeff-Net Report Runner

This is a complete, 100 percent SQL-based, real-time reporting solution for your DDMS data that lets you create your own branded invoices, statements, P/Os and reports. You have the ability to customize invoices (you design the layout) and design your own Crystal Report templates, Crystal Report viewers and Crystal Report schedulers.

Business Applications/Modules

Office Furniture Module

If you sell office furniture, you need the DDMS Office Furniture Module. This fully graphical module is designed to efficiently manage delivery dates, installations, items and other information associated with each furniture project. The Office Furniture Module includes a dedicated furniture order entry application, .SIF file importing, project management, third-party billing and other features designed specifically for furniture sales — all integrated with core DDMS system applications such as accounting, purchasing, inventory and so on.

Machines & Equipment Module

The Machines & Equipment module is a complete solution for companies that sell, lease or service office machines or any other equipment that must be tracked by individual serial numbers. Fully integrated with all core system applications, including accounting, purchasing and inventory, this module adds machine sales, service department management, contract billing and renewals, and tools to track and analyze the profitability of machines, contracts and technicians. It’s everything you need to run your machine operation.