March 11th, 2004
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www.e-quantum.com • (800) 328-7804 x201

Client Conference Registration

Automatic Freight Charges

New 'Price Plans'

New 'Mass Hold' Enhancement

Recalculate House Charges

April Client Conference Agenda

 

 

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CLIENT CONFERENCE REGISTRATION
Use this link to register online for our April 14-16, 2004 National Client Conference at the Eldorado Hotel Casino in Reno, NV. Plan now to attend! You can check out the conference agenda below.

ONLINE REGISTRATION
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AUTOMATIC FREIGHT CHARGES
In the latest Quantum release, a table may be set up to automatically add freight to Quantum Net orders, Releases or PO’s. As many Shipping Charge plans can be entered as needed. In each plan you enter the Freight that will be charged based on the dollar amount of the order. The Plan may then be associated to a number of levels. As well as the Freight Plans you can enter an additional amount to charge for freight for each unit of a particular item shipped.

NEW 'PRICE PLANS'
In the new Quantum release, Price Breaks have been replaced with Price Plans. Any Price Breaks that were setup will convert to Price Plans.


Defining Price Plans:

The Price Plan descriptions are setup in Inventory > Maintenance > Price Plan Setup. This is where you identify the Price Plans for the clients that the items will be pulled from.

Application examples of Price Plans could be where you want to setup 3 different price plans for items sold from your Distributorship. 1 for your preferred clients “Best”, another for pretty good clients, “Better, and the third for everyone else, “Good”. Another example is where your clients can belong to an Association with which you have preferred pricing arrangements.

Additionally you can make Price Plans valid only for a date range and have them as a % adjustment to another price. This may be used if you are having a sale for 2 weeks where the price will be –2% off the regular plan.
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NEW 'MASS HOLD'

The new Quantum release enables Hold Codes to be applied in mass to Clients based on a client being over their credit limit and/or an aging date. You may add various rules if different Hold Codes are to be applied for different consultants, different AR agings or if over credit limit. We also added a report listing clients that have a Hold Code. This is found in AR > Reports > File Listing > Client Hold List.
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RECALCULATE HOUSE CHARGES

The new Quantum release contains an option to automatically recalculate the House Charges in the Summary Screen of an Invoice. Previously it would only calculate the House Charge the first time you enter the Summary Screen, then if a change was made to the invoice and it affects the House Charge you would have to hit the Recalculate button on the House Charge field on the Summary Screen.
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April Client Conference Agenda
The Quantum Spring Client Conference will be held April 14-16 at the Eldorado Hotel & Casino in Reno, NV. Mark your calendars NOW and plan to attend this exciting, educational event. THE REGISTRATION DEADLINE IS MARCH 15th, 2004
WEDNESDAY, APRIL 14th, 2004
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6-9 p.m. Welcome Reception
Eldorado Hotel & Casino
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THURSDAY, APRIL 15th, 2004
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8:00 a.m. Registration, Continental Breakfast
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8:30 a.m. Welcome/Conference Overview
Ross Barker, CEO, FMDS
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9:00 a.m. e-Quantum : What's New?
FMDS Staff
Discover all about the major enhancements in your latest Quantum release. Our FMDS commitment to you: we enhance our software, so you can enhance your profits.
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10:00 a.m. Break
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10:15 a.m. Q-STORE For Retail Internet Sales
FMDS Staff
Learn how e-commerce can be even more profitable and powerful for your company using our new Q-STORE module for company stores and retail websites.
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10:15 a.m. Inventory Management: Receiving, Releases, Reorders
FMDS Staff
Training will be done on Quantum’s three R’s: Receiving, Releases and Reorders. New features will cover Generating Purchase Orders from a Reorders List, and printing Bargraph Reorder Notices.
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11:00 a.m. Dynamic Promotional Product Sales
Guest speaker
Promotional products are a rapidly increasing revenue source for today’s successful distributors. Learn how to institute a dynamic program to increase promotional product sales in your company.
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11.00 a.m. Imprints and Attributes - Purchase Orders to Invoices
FMDS Staff
Learn how to enter Purchase Orders for attributes and imprints and how to create an imprint warehouse release. This PO will be invoiced explaining how extra charges can be detailed separately or included on the line item.
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Noon Luncheon, Hosted by Team Quantum
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1:30 p.m. Promotional Products Roundtable
FMDS Distributor Clients
Don’t miss this open forum roundtable opportunity to learn from your peers and share your successes. Distributors from around the country will share their success stories and relate ways to increase promotional product sales and profits.
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1:30 p.m. Accounts Receivable/Accounts Payable
FMDS Staff
Learn to enter deposits and use the deposit slip feature, enter deposits against POs, create write-offs, enter receipts for credit cards and run AR month-end reports. The AP discussion will cover how to post expenses from AP to POs, void checks, perform check reconciliation and AP Period End Processing.
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2:30 p.m. Break
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2:45 p.m. Credit Cards, Freight, Sales Tax
FMDS Staff
This session will cover how to accept, verify, authorize and process credit cards online. How to setup Freight and Sales Tax tables to automatically add to your Quantum Net and Q-Store orders.
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2:45 p.m. Quantum Net - New Variable Print Imaging
John Freeman, FMDS
Learn how Quantum Net’s new, enhanced template capabilities, including one-to-one marketing and electronic file transfers for variable imaging can spell “profits” for you.
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5:30 p.m. Dinner and Show
Registration/reservations required. Enjoy a group dinner at the Eldorado Hotel & Casino followed by the fast paced floor show Broadway, The Star-Spangled Celebration. A glittering salute to the Best of Broadway. You’ll enjoy spectacular highlights from the greatest shows of all time, including: Grease, Chicago, 42nd Street, Les Miserable, and lots more.
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Friday, April 16th, 2004
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8:00 a.m. Continental Breakfast
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8:30 a.m. New Quantum Digital Assistant
Rob Buntin, FMDS
Now sales representatives can carry a computer in the “palm” of their hand. Learn how Quantum Digital Assistant (QDA) holds the secret to sales success. QDA puts client files, item catalogs, reorder notification and perpetual inventories in the “palm” of your hand. RFQ’s, client quotes, PO’s and releases can also be automatically generated in Quantum from your QDA. Give your company an amazing sales advantage (and your CSR’s a break).
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9:00 a.m. Growing Your Company With E-Commerce
Roundtable Forum
Hear from the REAL experts--FMDS distributors who have successfully used Quantum Net to increase sales and profits, generate new product sales, and build customer confidence. This will be a lively, interactive roundtable discussion that will leave you energized and ready to try some new ideas in your business.
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10:00 a.m. Break
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10:15 a.m. Using Quantum Net, From A to Z
FMDS Staff
If you're just starting down the e-commerce road, you'll want to attend this session. The FMDS staff will help you learn how to set up Internet clients and items, perform data exports and imports, and allow your clients to place all orders -- from custom imprints to stock catalog items -- using e-commerce.
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10:15 a.m. Selling Office Products is Easy and Profitable
David Pydlek, United Stationers
Electronic ordering makes selling office products easy. It’s a natural addition to our traditional product lines. David will explain how you can become a USSCo distributor and how USSCo will assist you to become a successful office products distributor.
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11:00 a.m. Commercial Print-Speclets
FMDS Staff
Distributors specializing in commercial printing can use our new, user definable speclets. Speclets can be defined in the RFQ, Quote and/or the Purchase Order. The quote contains a new worksheet that accumulates vendor expenses and determines margin for each expense. A multiple vendor commercial print P O processes orders with the artwork files attached. Learn how PO Follow Up Status and Billing Notes offer enhanced order tracking.
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11:00 a.m. Inventory-Updating General Ledger
FMDS Staff
Learn how to update General Ledger when Releasing, Receiving, Adjusting and Returning distributor Owned inventory. Department setup, formatting GL reports, Pensoft interface will be covered.
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Noon Luncheon, Hosted by Team Quantum
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1:30 p.m . Q-Send- Interfaces to UPS/Federal Express and Exports
FMDS Staff
Discover how the new Quantum interfaces to UPS World Ship and FedEx will save you invoicing and shipping time. Learn how you can now send warehouse releases electronically to remote warehouses.
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1:30 p.m. Price Plans
FMDS Staff
Learn to customize client pricing to help ensure bottom line profitability. Now Quantum lets you set different prices for different customers, regions, competitive situations or other conditions. This feature offers flexible, user-defined formula-based pricing calculations. Item price levels can be defined at both the customer and item level.
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2:15 p.m. GoldMine Contact Manager
Susan Simpson, InfoSpectrum
Combine Quantum, the forms industry’s best-selling software, with Goldmine’s award-winning client management and watch your business soar! Learn to use GoldMine to leverage the power of Quantum. Susan is a Senior Implementation Specialist with infoSpectrum, an Authorized GoldMine Reseller that has helped a number of Quantum users improve their customer management with GoldMine.
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2:15 p.m. Assemblies and Kitting
FMDS Staff
Quantum has added “kits” for items that contain multiple components, such as “new client” folders for banks. Learn how item maintenance, inventory and reorder notification have been enhanced to accommodate kitting and assemblies.
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3:00 p.m. Break
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3:15 p.m. Royalties and Commissions
FMDS Staff
Need help with calculating commissions and royalties? Let our FMDS staff explain all the capabilities of your Quantum system, including our most recent enhancements.
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4:00 p.m Time Saving Tips For Quantum Use
FMDS Staff
Quantum is full of time saving features of which many clients are unaware, including “jumps” and displays. Attend this session and learn time saving tips that will make your Quantum use easier and faster.
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4:30 p.m. Blue Sky Session/Conclusion
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