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New Purpose-built Features
to Outperform in the Food &
Beverage Industry
2016 AFS User Conference
©2016 AFSTechnologies, Inc., Proprietary and Confidential
Anitha Prabhu, CPA, Product Manager, AFS ERP, AFS OMS
10+ Years with AFS Technologies, working in
the areas of support, implementation and
Product Development for various software
offerings.
Speaker
©2016 AFSTechnologies, Inc., Proprietary and Confidential
AFS ERP Release Calendar
Jan Feb March April May June July Aug Sep Oct Nov Dec Jan Feb Mar
v2016.01 JANUARY ’16 v2016.02 APRIL’16 v2016.03 JULY’16 v2016.04 OCTOBER ’16 v2017.01 JANUARY ‘17
©2016 AFSTechnologies, Inc., Proprietary and Confidential
AFS ERP Planned enhancements
for 2016 - Operations
Feature Details Benefit Value Addition
Special orders Add an option to allow backorder cancel override at
the Buyer level and create automatic orders for the
backorders to eliminate manual creation of special
order items. Also provide function to create
backorders prior to invoicing for other lines on the
order.
Enhanced features for Special Order Product
handling to facilitate processing of these items not
stocked by the warehouse
Better management of special item orders and
holiday orders enabling the sales team to possible
increase handling of such products.
Automatically create cross company Sales
Orders
This will eliminate manual transactions to record
purchase and sale transactions between two related
companies.
Increased integration and revenue tracking between
companies in a multi company environment.
Reduced errors in manual transactions that if not
addressed that lead to significant
Ability to import cost elements (additional costs
and pads)
The cost element import function helps clients import
any ‘pad’ or additional cost information.
Mass input of information Reduction in data entry and better control over set
up.
Suggested Purchase Order (SPO) Calculation for
ingredients Include Firm Planned Production orders as 'Open Order'
Demand in the SPO Calculation for ingredients
Provides enhanced demand for ingredients to ensure
they are sourced in time to meet production
schedules.
Better purchase planning and management of buying
costs for Production.
Interactive SPO review form Improved SPO calculations on the fly, buyers won't
have to stop and make adjustments and then come
back and re-run an SPO
This enhancement is more involved and hence would
probably be more likely to be stretched over a couple
of quarters.
Interactive Suggested Purchase Order Calculation
which helps buyers with their analysis for buying.
©2016 AFSTechnologies, Inc., Proprietary and Confidential
AFS ERP Planned enhancements
for 2016 - Operations
Feature Details Benefit Value Addition
Production Scheduling – Manual Batches A Day of Week Demand Option added for building
Production Schedules. This feature will use demand
by day of week for the days between scheduled
production for an item. The current method is a
based upon an average by week. This enhancement
will provide more accurate schedules for operations
with demands that vary by day of week
More accurate schedules for operations with
production demands that vary by day of week
Enhanced Production planning and management
Production Scheduling – DOW Demand
Option added to create multiple work orders for a
scheduled quantity.
Helps better planning of Production cycles. Physical
limitations of the plant are accounted for in
scheduling production batches.
Enhanced Production planning and management
©2016 AFSTechnologies, Inc., Proprietary and Confidential
AFS ERP Planned enhancements for 2016 - Finance
Feature Details Benefit Value Addition
Producers Payroll Dairy Processers are responsible for payments to
Dairy Farmers based upon Milk Marketing Board
rates. This feature provides tracking and payment
based upon receipts of fluid milk
Enhanced feature for Dairy Processers. This will give us some traction in the Dairy industry.
Bank Reconciliation On-line Bank Reconciliation that will allow users to
record both checks and deposits that have cleared the
bank. Also provides option to record bank
fees/interest.
New feature to accommodate quick reconciliation with
Bank Statements.
Feature to compete with the market.
Year End Close by Division
We currently have the ability to close by company and this
enhancement allows more flexibility for organizations that
close divisions at different times.
Enhanced GL Feature to allow flexibility in account
closing schedules by division within a company.
Better control and Compliance with accounting
requirements.
Sales Budget Report
We currently have the ability to enter sales budgets but
no reporting attached.
Usability enhancement allowing user to view data in a
report.
Better Reporting and enhanced user experience
Ability to import sales budgets The user has the ability to import sales budgets to
help reps track sales goals.
Mass input of information Reduction in data entry and better control over set up.
Subsidiary Ledger Reconciliation Proactive reconciliation assistance New feature to notify users of any possible
discrepancies between the general ledger and
subsidiary reports which will help them reconcile the
books.
Accounting best practices and assistance with
proactive reconciliation and identifying possible
discrepancies.
Commission by # of Order Lines Enhanced Commission rule set up options Ability to use # of order lines to set targets for Sales
Reps
Competitive Commission model
©2016 AFSTechnologies, Inc., Proprietary and Confidential
AFS ERP Planned enhancements for 2016 – Trading Partners
Feature Details Benefit Value Addition
Pro * Act Integration
Provide Integration for orders submitted through Pro*Act,
a leading supplier of produce.
Standard Integration to Pro*Act a supplier used by
many full-line foodservice companies.
Standard Integration to Pro*Act a supplier used by
many full-line foodservice companies.
Interface with Darden Restaurants This feature includes creating of an inbound PO
(sales order), outbound confirmation of said PO (sales
order) and ASN (Advanced Ship Notification) of said
PO (sales order).
Compliance with Darden Restaurant group
requirements
Ability to comply with requirements to do business
with Darden group of restaurants and increases
revenue.
The Darden family of restaurants features some of the
most recognizable and successful brands in full-
service dining: Olive Garden®, LongHorn
Steakhouse®, Bahama Breeze®, Seasons 52®, The
Capital Grille®, Eddie V's® and Yard House®.
Through subsidiaries, we own and operate more than
1,500 restaurants, employ 150,000 people and serve
more than 320 million meals a year.
©2016 AFSTechnologies, Inc., Proprietary and Confidential
AFS ERP Planned enhancements
for 2016 – Compliance
Feature Details Benefit Value Addition
1099 Form Printing
This feature will give users the capability to print 1099
Forms from the AFSERP system which houses the
information.
Saves users the effort and resources in transferring
the 1099 Information to a third party software to print
the information.
Saves time and investment in a third party software.
©2016 AFSTechnologies, Inc., Proprietary and Confidential
AFS ERP New look!
Feature Availability
New color scheme 2016.02
New Menus 2016.02
Favorites
2016.02
Multiple product launch
2016.02
Maximize Windows TBD
©2016 AFSTechnologies, Inc., Proprietary and Confidential
AFS OMS Release Calendar
Jan Feb March April May June July Aug Sep Oct Nov Dec Jan Feb Mar
v2143 JANUARY ’16 v2144 APRIL’16 v2145 JULY’16 v2146 OCTOBER ’16
OMS 5 JULY ‘16
©2016 AFSTechnologies, Inc., Proprietary and Confidential
AFS OMS Planned enhancements for 2016
Feature Details Benefit Value Addition
Option to Display of Retail prices in Order Entry Ability to view retail price information when taking
orders.
Centralized information Offer Suggested Retail price information to customer
base and position your self as a product and service
provider.
Option to Display of Retail prices in Sales Rep Ability to maintain retail price information when
maintaining prices.
Centralized information Comprehensive tool for the Sales Reps within
minimum touch points.
Deal enhancement with Sales Performance
Billback calculations
Ability to track Sales Performance Billbacks in OMS Visibility into the deal information for the Sales Reps. Ability to identify and track program income
information at the source.
Recipe Management
Ability to create sales orders based on the recipes the
customer intends to prepare.
This functionality will prompt the user for applicable
information, calculate the required quantity, and
create orders.
Creating recipes and menus that represent your
prospects operation will enable you to become and
‘insider’ to their operation allowing you to capture
their business with targeted activities that have value
for the prospect.
Introduce your companies services and not their
prices
Ticket Maintenance
Ability to track customer feedback
Better customer service Improved customer service management and
increased accountability and focus on customer
service within the organization.
Competitor Price Management
Tracking competitor prices
There is a cost savings to the operator that is not
only impacted by the pricing for the entire order, but
in the time savings the operator will appreciate with
not having to fracture their purchasing across
multiple vendors.
Having a solution that easily allows you to identify
competitive items and provide a price list that reflects
the individual savings as well as the over all savings
is crucial to prospecting. When forced to compete
with price, having the ability to properly compare
dissimilar products (pack & size differences) will
enable the sales conversation we ultimately want to
engage them in.
Quote Entry Enhancement
Ability to create quotes for prospects
Enhancement to allows quotes without a prospect
customer being recorded in the system.
Ad hoc quote delivery and increased customer
satisfaction.
©2016 AFSTechnologies, Inc., Proprietary and Confidential
OMS 5
©2016 AFSTechnologies, Inc., Proprietary and Confidential
Thank you
Q & A
Next Session: ERP Users’ Roundtable

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New Purpose-built Features to Outperform in the Food & Beverage industry

  • 1. New Purpose-built Features to Outperform in the Food & Beverage Industry 2016 AFS User Conference
  • 2. ©2016 AFSTechnologies, Inc., Proprietary and Confidential Anitha Prabhu, CPA, Product Manager, AFS ERP, AFS OMS 10+ Years with AFS Technologies, working in the areas of support, implementation and Product Development for various software offerings. Speaker
  • 3. ©2016 AFSTechnologies, Inc., Proprietary and Confidential AFS ERP Release Calendar Jan Feb March April May June July Aug Sep Oct Nov Dec Jan Feb Mar v2016.01 JANUARY ’16 v2016.02 APRIL’16 v2016.03 JULY’16 v2016.04 OCTOBER ’16 v2017.01 JANUARY ‘17
  • 4. ©2016 AFSTechnologies, Inc., Proprietary and Confidential AFS ERP Planned enhancements for 2016 - Operations Feature Details Benefit Value Addition Special orders Add an option to allow backorder cancel override at the Buyer level and create automatic orders for the backorders to eliminate manual creation of special order items. Also provide function to create backorders prior to invoicing for other lines on the order. Enhanced features for Special Order Product handling to facilitate processing of these items not stocked by the warehouse Better management of special item orders and holiday orders enabling the sales team to possible increase handling of such products. Automatically create cross company Sales Orders This will eliminate manual transactions to record purchase and sale transactions between two related companies. Increased integration and revenue tracking between companies in a multi company environment. Reduced errors in manual transactions that if not addressed that lead to significant Ability to import cost elements (additional costs and pads) The cost element import function helps clients import any ‘pad’ or additional cost information. Mass input of information Reduction in data entry and better control over set up. Suggested Purchase Order (SPO) Calculation for ingredients Include Firm Planned Production orders as 'Open Order' Demand in the SPO Calculation for ingredients Provides enhanced demand for ingredients to ensure they are sourced in time to meet production schedules. Better purchase planning and management of buying costs for Production. Interactive SPO review form Improved SPO calculations on the fly, buyers won't have to stop and make adjustments and then come back and re-run an SPO This enhancement is more involved and hence would probably be more likely to be stretched over a couple of quarters. Interactive Suggested Purchase Order Calculation which helps buyers with their analysis for buying.
  • 5. ©2016 AFSTechnologies, Inc., Proprietary and Confidential AFS ERP Planned enhancements for 2016 - Operations Feature Details Benefit Value Addition Production Scheduling – Manual Batches A Day of Week Demand Option added for building Production Schedules. This feature will use demand by day of week for the days between scheduled production for an item. The current method is a based upon an average by week. This enhancement will provide more accurate schedules for operations with demands that vary by day of week More accurate schedules for operations with production demands that vary by day of week Enhanced Production planning and management Production Scheduling – DOW Demand Option added to create multiple work orders for a scheduled quantity. Helps better planning of Production cycles. Physical limitations of the plant are accounted for in scheduling production batches. Enhanced Production planning and management
  • 6. ©2016 AFSTechnologies, Inc., Proprietary and Confidential AFS ERP Planned enhancements for 2016 - Finance Feature Details Benefit Value Addition Producers Payroll Dairy Processers are responsible for payments to Dairy Farmers based upon Milk Marketing Board rates. This feature provides tracking and payment based upon receipts of fluid milk Enhanced feature for Dairy Processers. This will give us some traction in the Dairy industry. Bank Reconciliation On-line Bank Reconciliation that will allow users to record both checks and deposits that have cleared the bank. Also provides option to record bank fees/interest. New feature to accommodate quick reconciliation with Bank Statements. Feature to compete with the market. Year End Close by Division We currently have the ability to close by company and this enhancement allows more flexibility for organizations that close divisions at different times. Enhanced GL Feature to allow flexibility in account closing schedules by division within a company. Better control and Compliance with accounting requirements. Sales Budget Report We currently have the ability to enter sales budgets but no reporting attached. Usability enhancement allowing user to view data in a report. Better Reporting and enhanced user experience Ability to import sales budgets The user has the ability to import sales budgets to help reps track sales goals. Mass input of information Reduction in data entry and better control over set up. Subsidiary Ledger Reconciliation Proactive reconciliation assistance New feature to notify users of any possible discrepancies between the general ledger and subsidiary reports which will help them reconcile the books. Accounting best practices and assistance with proactive reconciliation and identifying possible discrepancies. Commission by # of Order Lines Enhanced Commission rule set up options Ability to use # of order lines to set targets for Sales Reps Competitive Commission model
  • 7. ©2016 AFSTechnologies, Inc., Proprietary and Confidential AFS ERP Planned enhancements for 2016 – Trading Partners Feature Details Benefit Value Addition Pro * Act Integration Provide Integration for orders submitted through Pro*Act, a leading supplier of produce. Standard Integration to Pro*Act a supplier used by many full-line foodservice companies. Standard Integration to Pro*Act a supplier used by many full-line foodservice companies. Interface with Darden Restaurants This feature includes creating of an inbound PO (sales order), outbound confirmation of said PO (sales order) and ASN (Advanced Ship Notification) of said PO (sales order). Compliance with Darden Restaurant group requirements Ability to comply with requirements to do business with Darden group of restaurants and increases revenue. The Darden family of restaurants features some of the most recognizable and successful brands in full- service dining: Olive Garden®, LongHorn Steakhouse®, Bahama Breeze®, Seasons 52®, The Capital Grille®, Eddie V's® and Yard House®. Through subsidiaries, we own and operate more than 1,500 restaurants, employ 150,000 people and serve more than 320 million meals a year.
  • 8. ©2016 AFSTechnologies, Inc., Proprietary and Confidential AFS ERP Planned enhancements for 2016 – Compliance Feature Details Benefit Value Addition 1099 Form Printing This feature will give users the capability to print 1099 Forms from the AFSERP system which houses the information. Saves users the effort and resources in transferring the 1099 Information to a third party software to print the information. Saves time and investment in a third party software.
  • 9. ©2016 AFSTechnologies, Inc., Proprietary and Confidential AFS ERP New look! Feature Availability New color scheme 2016.02 New Menus 2016.02 Favorites 2016.02 Multiple product launch 2016.02 Maximize Windows TBD
  • 10. ©2016 AFSTechnologies, Inc., Proprietary and Confidential AFS OMS Release Calendar Jan Feb March April May June July Aug Sep Oct Nov Dec Jan Feb Mar v2143 JANUARY ’16 v2144 APRIL’16 v2145 JULY’16 v2146 OCTOBER ’16 OMS 5 JULY ‘16
  • 11. ©2016 AFSTechnologies, Inc., Proprietary and Confidential AFS OMS Planned enhancements for 2016 Feature Details Benefit Value Addition Option to Display of Retail prices in Order Entry Ability to view retail price information when taking orders. Centralized information Offer Suggested Retail price information to customer base and position your self as a product and service provider. Option to Display of Retail prices in Sales Rep Ability to maintain retail price information when maintaining prices. Centralized information Comprehensive tool for the Sales Reps within minimum touch points. Deal enhancement with Sales Performance Billback calculations Ability to track Sales Performance Billbacks in OMS Visibility into the deal information for the Sales Reps. Ability to identify and track program income information at the source. Recipe Management Ability to create sales orders based on the recipes the customer intends to prepare. This functionality will prompt the user for applicable information, calculate the required quantity, and create orders. Creating recipes and menus that represent your prospects operation will enable you to become and ‘insider’ to their operation allowing you to capture their business with targeted activities that have value for the prospect. Introduce your companies services and not their prices Ticket Maintenance Ability to track customer feedback Better customer service Improved customer service management and increased accountability and focus on customer service within the organization. Competitor Price Management Tracking competitor prices There is a cost savings to the operator that is not only impacted by the pricing for the entire order, but in the time savings the operator will appreciate with not having to fracture their purchasing across multiple vendors. Having a solution that easily allows you to identify competitive items and provide a price list that reflects the individual savings as well as the over all savings is crucial to prospecting. When forced to compete with price, having the ability to properly compare dissimilar products (pack & size differences) will enable the sales conversation we ultimately want to engage them in. Quote Entry Enhancement Ability to create quotes for prospects Enhancement to allows quotes without a prospect customer being recorded in the system. Ad hoc quote delivery and increased customer satisfaction.
  • 12. ©2016 AFSTechnologies, Inc., Proprietary and Confidential OMS 5
  • 13. ©2016 AFSTechnologies, Inc., Proprietary and Confidential Thank you Q & A Next Session: ERP Users’ Roundtable