Purchase Order Approval for Microsoft Dynamics NAV DATE

Purchase Order Approval for Microsoft Dynamics NAV [DATE]

Introductions [INSERT PRESENTER PICTURE HERE] [PRESENTER A] [PRESENTER B] [JOB TITLE]

Agenda • • • The problem with paper NAV’s Document Management module Zetadocs Payables Approval demo Benefits of on screen approvals Summary and action

On-screen document retrieval and approval

Traditional paper based approvals ? Approver 1 NAV user Approver 2

Inefficient paper

Zetadocs can help you • Get your documents on screen… – – Sales quotes, contracts, orders Sales invoices, delivery advice, proof of delivery Purchase orders, goods received notes Supplier invoices, payment advices • …to improve document-based processes – Invoicing, collections, supplier invoice processing, approvals etc.

Customer benefits Reduced costs Improved service • Easy storage of original documents • Fast retrieval on screen • Automated sending and storage of documents • Enhanced business processes 150 £ 100 £ 50 0 1 2 3 4 5 6 Eco friendly • Reduced use of paper and postal services • Helps customer achieve sustainability targets

On screen documentand Greater efficiencies retrieval and approval reduced costs Designed for companies using Microsoft Dynamics NAV

Product Themes Zetadocs for NAV product family Delivery Capture Approval Distribution of documents Document imaging & filing On-screen document authorization

Zetadocs Express Availability Customer Source and Partner Source Download www. zetadocs. com Terms No additional costs for customers on a Business Ready Enhancement Plan Compatibility Microsoft Dynamics NAV 2009 Microsoft Dynamics NAV 2013 Share. Point Online (Office 365) Share. Point 2010 Share. Point 2013

Modern on screen approvals ic tif No io at NAV user n Payables Approval Approver 1 Approver 2

Demo

Benefits of on-screen approval Improved visibility Management console Multi-stage approvals Approval history Control Reassign tasks Delegate / out of office Additional approvers Intelligent workflow Auto-assign Set approval limits Approval notifications Automated reminders Approve anywhere Browser access Phone/tablet optimised Documents come too

On screen document retrieval and approval Designed for companies using Microsoft Dynamics NAV Greater efficiencies and reduced costs

Greater efficiencies and reduced costs

Best of both worlds Cloud productivity – PC, Mac, tablet, or smartphone – Anywhere access to documents – Rapid time to value On-premise data security – Critical data remains on-premise – Minimal data to complete approval – HTTPS 256 bit encryption

A modern solution Approve anywhere Managed for you Access to original documents

Q 3 promotion

Approvals: Better together with Capture • New Zetadocs customers - 25% discount off first year subscription e. g. – – – For purchases 1 st July – 30 th September Capture Essentials @ £ 15 pupm Payables Approval @ £ 25 papm Better together @ £ 30 papm (unlimited Capture users) No additional costs Minimum contract term of 12 months and minimum of 5 approvers

Approvals Better together with Capture • Existing users of Zetadocs Express or Capture • 25% discount off first year subscription e. g. – – For purchases 1 st July – 30 th September Payables Approval @ £ 25 papm Better together @ £ 18. 75 papm No additional costs Minimum contract term of 12 months and minimum of 5 approvers

Zetadocs - A Proven Solution • Over 450 implementations on NAV – Europe, North America, Africa, Asia Pac • Partnership with Microsoft (Zetadocs Express) – Part of NAV 2009 and now NAV 2013 • Leadership in document management for NAV – A modular family of products – Available in 17 countries in 7 languages

Conclusions Action • Can your business profit from Document management today? – Implement Zetadocs Express – Visit zetadocs. com – Watch the short videos and other webinars • Contact us!

Document management for NAV: a better way

Thanks! [PRESENTER A] [PRESENTER A EMAIL] [PRESENTER B EMAIL]

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