With OzLINK you can streamline the entire order management process by integrating and extending QuickBooks.

1. OzLINK for QuickBooks

2. Agenda
• Review of OzLINK Training Sessions
• Oz Development Overview
• OzLINK Models for QuickBooks
• Customer Case Studies
• Integration of QuickBooks and eCommerce
• Advanced QuickBooks shipping options
• Q & A

3. Title Summary of session
Introduction to
OzLINK for UPS
• Provides an overview of the 4 OzLINK for UPS solutions: OzLINK, Plus,
Pro, Custom
• Pre-requisites: None
Advanced
OzLINK Custom
• Provides more in depth capability of OzLINK custom modules
• How OzLINK Custom modules are applied to create customer savings
& efficiencies
• Pre-requisites: Introduction to OzLINK
OzLINK Custom
Deep Dive
• Highlights recent customer successes and use cases
• Pre-requisites: Advanced OzLINK
OzLINK
for QuickBooks
• Highlights OzLINK capabilities with QuickBooks and customer case
studies
• Pre-requisites: Advanced OzLINK
Advanced OzLINK Plus
Training
• In depth use of batch capabilities of OzLINK Plus
• Excel plus set up of styles
• Review use cases such as QVM, origin analysis, etc.
• Pre-requisites: Introduction to OzLINK
OzLINK for UPS Training Offerings
OzLINK
for QuickBooks
• Highlights OzLINK capabilities with QuickBooks and customer case
studies
• Pre-requisites: Advanced OzLINK

4. OzLINK: Payback for Thousands of UPS Customers
4
Oz Overview
• Integrating and extending
order management applications
• 20 years experience in shipping
• Part of UPS Ready for 10+ years
• Rapid company growth
A Solution for Every UPS Customer
• Scales down and up with size of business
• Integration from Excel to Enterprise ERP
• Handle complex business rules
• Premiere customer service

5. QuickBooks: The Most Extensible Options
5
Degree of Integration
Value
Target Customer
• Greater than 40 shipments per day
• Complex business rules
Pricing
• Set up fee starts at $999-$7999
• Monthly subscription $99-$399
OzLINK
for UPS
Plus
OzLINK
for UPS
OzLINK
for UPS
Pro
OzLINK
for UPS
Custom
Target Customer
• Greater than 15 orders per day
• Basic business rules
Pricing
• No set-up fee
• Monthly subscription $29 per station

6. OzLINK Supports 4 Models with QuickBooks
6
eCommerce
eCommerce eCommerce

7. Atlanta Barber Supply Trims Costs
• Streamlined 125 order per day, growing eCommerce
• Cut cleric work from 7-8 hours to 25 minutes
• Improved order accuracy & customer service
Orders Orders
Costs &
Tracking
Tracking

8. Image 3D Saves Over $10,000 per year
• Streamlined order processing saving $10,500 per year
• Improved customer service and visibility while growing at 42%
• Increased ability to handle volume peaks with same staff
New Orders
Order Status
• Rules for Mail Innovations
• Pack rules for multi-piece &
batch shipping

9. All QuickBooks Versions
9
• Three technologies
• OzLINK for UPS Pro supports premiere, pro,
enterprise, and online
•OzLINK for UPS Custom supports QB POS

10. Integrate eCommerce, QuickBooks, and UPS
10

11. OzLINK Edge Applications
11
Order
routing
Supplier
Fulfillment
Order
Screening
Address
Validation
eCommerce
Edge Apps
Orders
Inventory, Pricing, etc.

12. Streamline eCommerce with Batch Shipping
12
Orders
Export
Batch
shippingTracking

13. Improve EDI/ASN Orders With Pack Verification
13
Retailer
Front Office
User
Warehouse
User
EDI
• Validate line items & quantity at pack time
• Capture box level details of shipment
• Generic UCC 128 compliant labels with UPS label

14. OzLINK Pro Versus OzLINK Custom
Capability Pro Custom
QuickBooks and Shipping Integration
Tracking and Costs write-back
QuickBooks Pro/Premiere/Enterprise, Online
QuickBooks POS
Basic Business Rules
Advanced Business Rules
Branded pack slips, emails
Batch shipping, combo pack slip/label
eCommerce order integration
Advanced pack validation and EDI/ASN
E-mail, phone support
14

15. OzLINK Custom Has a Simple and Rapid
Go-Live Process
UPS
Finds Pain
Joint
Discovery Call
OzLINK
Documents
Scope and Costs
OzLINK
Implementation
Go Live
• UPS manages account
• OzLINK provides expertise in host integration
• Customer goes live & starts shipping rapidly
OzLINK
Supports
Customer
Document
ROI

16. Tools to Support You
16
Case Studies, Brochures
Demo Videos
https://www.youtube.com/user/OzDevelopment/videos
http://www.slideshare.net/OzDevelopment/presentations
https://www.ozdevelopment.com/upsready
Sales
508-366-1969
sales@ozdevelopment.com
https://www.linkedin.com/company/oz-
development-inc-