Avanti User Group Conference

Written by Duncan Ellis | May 13, 2014 4:00:00 AM

Day 4 - Friday, May 30, 2014

Agenda & Abstracts

Day 1 | Day 2 | Day 3 | Day 4

TIME	ACTIVITY	LOCATION
8:00 AM - 9:00AM	Breakfast	Foyer
9:00 AM - 9:10 PM	Welcome Address / Day 4 Conference Outline	West & Central
9:15 AM - 10:30 AM	Maintenance - Period End Procedures Zehava Tyberg, Marc Rhodes and Travis Campbell from Avanti This session will cover: Open estimates – closing them Cost accounting – Travis WIP Sales Analysis posting Suggestion: set up reminders to run the period end procedures Key reports for this area	West
	Purchasing Bonnie Cheung, Avanti Consolidate multiple requisitions to purchase order Outside purchases – estimating and order entry Purchase for job and inventory Scheduling – out sourcing Difference between requisition and purchase order and linking into Order Entry Profiles for POS Key reports for this area – expediting report, Max and Min. for replenishing	Central
	Ask the Expert Avanti Staff	Bellair
10:30 AM - 11:00 AM	Morning Break
11:00 AM - 12:00 PM	Scheduling Bonnie Cheung, Avanti and Avanti User Setting up of work pools and work family Setting up shifts Troubleshooting tips – key prompts and what they mean and what you should do Difference between finite (longer jobs, drag and drop) and milestones scheduling (some sequencing of jobs using the new milestones and old schedule board) Key reports for this area	East
	Mailing Josh Perkins and Brian Trott Are you looking to expand the Value-Added Services that you provide your customers? Are you planning to transition from Print Service Provider to Marketing Services Provider? Many print shops have added Direct Mail Services to their portfolio in order to become the “one-stop shop” for their customers. However, managing the Marketing Services portfolio of business is very different than managing Print Production. Mail Estimating alone has some unique challenges and requirements that traditional Print Estimating cannot handle, such as postage and mail drops. During this session you will see how to use Avanti’s Direct Mail Management module to plan, cost and manage all facets of the Direct Mail process including estimating, deposits, reconciliation, capturing usage, inventory, shipping, billing/accounting, and reporting.	Central
	Ask the Expert Avanti Staff	Bellair
12:00 PM - 1:00 PM	Lunch	Foyer
1:00 PM - 2:00 PM	Shipping / Shipping Integration Marc Rhodes, Josh Perkins and Zehava Tyberg Coming soon.	East
	Invoicing and Accounts Payable Bonnie Cheung, Travis Campbell from Avanti and Avanti User Create invoice with packing slips, invoice by description/job lines/tasks Taxes set up, new: Ship to Zip codes in Invoice lines for tax calculations Invoice control codes Accounts Payable - purchase orders and setting up GL by inventory/suppliers Key reports for this area	Central
	Ask the Expert Avanti Staff	Bellair
Conference Wrap-up See You Next Year!

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