Many businesses today are looking at decreasing the number
of printed documents they produce and the amount they spend on postage.
One way of doing this is by using e-mail and fax software to
send paperless documents. Historically this hasn't been the easiest or most
professional way of getting things out. Spindle Professional for SAP Business
One changes all that.
Spindle Professional for SAP Business One is a totally
flexible software package that enables you to instantly email, fax, print and
record all documents. This includes statements, invoices, remittances, delivery
notes, purchase orders and many others.
Spindle Professional merges information from your
applications with form design, such as your company logo and branding. This
means that you can produce professional looking documents that can be faxed or
e-mailed, thus reducing your printing, postage and administration costs.
Spindle Professional 2012 allows you to use PDF digital
signatures to authenticate and protect documents; a built-in HTML editor to
help you create professional looking emails quickly and easily; multi-tray
collation to replicate multi-part documents, save time and effort, and use
different trays in one print job; and you now have enhanced SharePoint
integration with content type support enabling you to file different document
types in one location.
Features:
Email
Complete with your company branding and messages, finished
documents are sent as PDF files
- Writes email for you using a template you've designed and
personalised for sender and recipient
- Accepted by Revenue and Customs (HMRC) and checked for
sending original VAT invoices
- Supports HTML (use branding, colours, lines and images) and
plain text email
- High priority setting highlights important email to
recipient
- Automatically sends copies to multiple contacts as required
- Attaches other documents e.g., sales offers or terms &
conditions
- Integrates with a range of email applications such as
Microsoft Outlook and IBM Lotus Notes
Print
When you simply can't email or fax
- Always prints correct number of copies
- Copies can be printed and collated on different stationery
- Prints to multiple printers simultaneously
- Automatic printer settings define paper trays, colour or
black & white modes
Archive
Stores documents electronically saving manual filing time
and filing errors
- Allows documents to be found and accessed by several people
simultaneously
- Easily backs up and copies to secure location
- Archives finished document as you would see it
Bar Coding
Spindle Professional creates and automatically inserts
barcodes to any or all of your documents.
They can be printed anywhere on the document and you can
have more than one barcode per page.
- Automatically generate barcodes directly onto documents
- Creates over 40 different barcode types
- Simplifies order processing - saves time and resources
- No need for separate label printers or specialised fonts
- Streamlines a wide range of processes
How automated bar coding saves time & money
Spindle Professional prints an invoice generated by the
sales team and sends a copy with a barcode inserted and prices removed, to the
warehouse for order picking. Multiple barcodes are listed on a single document,
allowing several orders to be placed on one invoice and picking document. The
warehouse team simply collects a copy and picks orders directly from that
sheet.
Orders don't have to be manually entered onto a separate
system for barcodes to be generated, simplifying order processing, saving time
and resources.
PDF Digital Signatures
The move from mail to e-mail, from print to paperless, from
filing to electronic storage means that it is very often impractical to use
traditional handwritten signatures. In fact many of the advantages of using
electronic systems fail because at some point a physical signature is still
required. Digital Signatures allow you to add an electronic
"fingerprint" in a cost effective, simple operation.
- Send digitally signed Adobe PDF documents
- Strengthen integrity and audit potential of electronic
transactions
- Helps protect document integrity
- Compliant with legislation in most European countries
CRM
Automatically links outgoing documents with a customer or
company and saves a record of the communication for reference.
Allows different departments access to all communications
for every customer.
- Links documents directly to companies and contacts in your
CRM system for easy access
- Quotes and accounting documents stored in one place
- Adds notes to companies and contacts confirming dates
documents were sent
- Integrates with range of applications including Sage 200 CRM
V6, Microsoft Dynamics CRM or equivalent, enabling documents from other
applications to be saved in your CRM system
How automated CRM integration saves time & money
When your finance department sends an overdue debt letter
via Spindle Professional, a copy is automatically saved within the CRM system
and linked to that customer. Sales people see the customer correspondence and
can mention it next time they call, or put a quote on hold until the issue is
resolved. With all sales, marketing and accounting information stored instantly
in one place, time is not wasted searching different applications to piece
together customer information.
Fax
Quick document delivery from one business to another
- Fax scheduling - save money by sending off-peak and free up
phone lines
- Automatic fax facility
- No need to print hard copies
- Fax-optimised stationery can be automatically selected
- Adds terms & conditions, promotional or other message
SharePoint
A valuable addition to SharePoint, making software faster
and more effective saving you time and enabling documents to be collated,
archived and retrieved instantly. Documents can be searched by any criteria
such as customer name or sales value.
- Automatic filing and indexing, saves hours and hours
- Templates reduce potential for human error
- Amend and subtract data once for it to be active across
every record
- Comprehensive archive and retrieval
- Searchable PDF content
- Can archive virtually any document you can print
- Works across a range of software applications
How automated archiving into SharePoint saves time &
money.
Your personnel department can use Spindle Professional to
archive all employee documents including payslips, holidays, sickness, training
and appraisal records. You can then search and access for any individual record
in PDF files.