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23RD ANNUAL
USER CONFERENCE
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CLASS LIST
TABLE OF CONTENTS
Chempax C/S Classes........................ 3
Chempax VB Classes......................... 6
eChempax Classes.......................... 12
CHEMPAX C/S CLASSES
WEDNESDAY, MAY 17TH
101
What’s New and Top Ten Requests - Part I
102
What’s New and Top Ten Requests - Part II
103
What’s New and Top Ten Requests - Part III
104
Tracking Non-Conformance 105
Catching up with Chempax On Your Own Workshop*
106
Change Management 3:50 pm - 4:50 pm
107
Tracking Non-Conformance Workshop
9:10 am - 10:30 am
This opening session will feature highlights and demonstrations of the new development enhancements that were
completed throughout the year. The class will also focus on some of the Top Ten items submitted by the attendees
and a status update on the software in general.
10:40 am - 12:00 pm
This session is a continuation of What’s New and Top Ten Requests Part I. It will feature highlights and
demonstrations of the new development enhancements that were completed throughout the year. The class
will also focus on some of the Top Ten items submitted by the attendees and a status update on the software in
general.
1:30 pm - 2:30 pm
This session is a continuation of What’s New and Top Ten Requests Parts I and II. It will feature highlights and
demonstrations of the new development enhancements that were completed throughout the year. The class
will also focus on some of the Top Ten items submitted by the attendees and a status update on the software in
general.
2:40 pm - 3:40 pm
Having a detailed audit trail of customer complaints and other customer service issues can be essential to long
term customer satisfaction, not to mention required for certain industry certifications. The Chempax C/S NonConformance module allows for the standardized entry and tracking of this important data, regardless of whether
the non-conformance is tied to a Chempax transaction. This class with cover the set up process, the data entry
screens and the available analysis tools.
2:40 pm - 3:40 pm
Designed as an add-on to the What’s New Classes, Catching up with Chempax will allow you to see some of the
new features of the software in a hands on environment. The class will focus on a sample of new features and walk
you through some exercises that demonstrate how they can be used.
During the week of Interaxions you will learn about so many new ideas that you will want to implement when you
return to the office. This class will provide some insight into the best ways to approach this task to be successful.
Learning the details is just half the battle, successfully implementing it is where the true value lies.
3:50 pm - 4:50 pm
Having a detailed audit trail of customer complaints and other customer service issues can be essential to long
term customer satisfaction, not to mention required for certain industry certifications. The Chempax C/S NonConformance module allows for the standardized entry and tracking of this important data, regardless of whether
the non-conformance is tied to a Chempax transaction. This on your own workshop will take you through the
module to see how it will work for you.
THURSDAY, MAY 18TH
201
EDI Forum 8:30 am - 9:30 am
There are so many possibilities under the term EDI and we would like to share what functionality we currently
offer. From there the conversation will turn to how additional EDI capabilities would help you. Would you like an
easier way to configure items or just a better understanding of how it all works? The conversation will be driven by
you so please bring all your comments.
PLEASE NOTE: CLASSES WITH AN ASTERISK* WILL BE OFFERED TWICE DURING THE CONFERENCE GIVING YOU MORE FLEXIBILITY WHEN CHOOSING YOUR CLASSES FOR THE WEEK.
3
CHEMPAX C/S CLASSES
THURSDAY, MAY 18TH
202
Mastering NRI Workshop 8:30 am - 9:30 am
203
Catching up with Chempax On Your Own Workshop*
204
Chempax DB Administration 9:40 am - 10:40 am
205
Portal Guided Tour Workshop 9:40 am - 10:40 am
206
Crystal Reports Introduction for Beginners Workshop
207
Serial Container Forum 208
Order Entry Overview
209
Business Intelligence Data Analysis Guided Tour Workshop
210
Using Wireless Chempax C/S to Stage and Ship Inventory
211
Crystal Reports for Advanced Users Workshop
In the past we have discussed multiple ways to get data out of Chempax C/S. This year we will focus on the screen
portion of the New Report Interface. The workshop will walk through changing the filter criteria to meet your
needs. We will walk through adding tables and relationships to expand your filtering criteria.
8:30 am - 9:30 am
Designed as an add-on to the What’s New Classes, Catching up with Chempax will allow you to see some of the
new features of the software in a hands on environment. The class will focus on a sample of new features and walk
you through some exercises that demonstrate how they can be used.
During this class we will take a look at what needs to be done to keep the database running optimally. We will talk
about some new administrative features that have been added to assist in the process. This will include some
Progress items and some tips and tricks we have discovered along the way.
Chempax C/S Support routinely uses the portals to resolve customer questions. This class will walk you through
some of those support items that were answered using the portals. Come to this class to see some outside the box
thinking on real support issues.
9:40 am - 10:40 am
This beginner class will focus on the fundamentals of Crystal. While the class will touch on some database
structure concepts, the core of the class will be learning what Crystal has to offer. The workshop portion of the
class will include beginner exercises. The exercises will also include some advanced Crystal features such as input
parameters and sub reports. This course is designed for those individuals that classify themselves as beginners but
can be a refresher for those who may be intermediates.
10:50 am - 11:50 am
There are many ways to track containers and within Chempax. This class will review what options are available in
the GUI and the CHUI to see what might help you. Then the class will be open for a discussion on questions. The
group discussion will help you see how others use the serial containers functionality effectively.
10:50 am - 11:50 am
This class will cover the basics of Order Entry along with some of our favorite highlights/did you know items. We
will look at the differences between Customer Service and Order Entry. We will also discuss some less widely
used tools like the Order Acknowledgment Preview. In addition we will cover some of the newer Lot Expiration
functionality as it relates to the order process.
10:50 am - 11:50 am
Last year we gave a brief overview of this powerful free tool. This year we will host a hands on workshop to show a
few of the very powerful features within Microsoft Power BI. This walk through workshop will allow you to see just
how easy it is to analyze your data. Join us to see how you can improve your business by using BI.
1:00 pm - 2:00 pm
Over the years the functionality within the Wireless portion of the system has grown. This class will take a look at
how it all works together and examine why you might use wireless over the graphical version of the software to
stage and/or ship inventory.
1:00 pm - 2:00 pm
This advanced class will focus on features you can use in custom reports or as additions to our standard NRI
reports. We will discuss advance sorting, variables and exporting to Excel. This course is designed for those
individuals that classify themselves as an advanced user.
PLEASE NOTE: CLASSES WITH AN ASTERISK* WILL BE OFFERED TWICE DURING THE CONFERENCE GIVING YOU MORE FLEXIBILITY WHEN CHOOSING YOUR CLASSES FOR THE WEEK.
4
CHEMPAX C/S CLASSES
THURSDAY, MAY 18TH
212
Plant Maintenance Introduction Forum
213
Plant Maintenance Advanced Forum
214
Module Control Overview Guided Tour Workshop 215
New Feature Test Track Workshop 216
Chempax C/S One-On-One Support Sessions
1:00 pm - 2:00 pm
This class is a high level overview of Plant Maintenance and its features. This class will review the existing features,
how they are being used and a discussion of how to implement them.
2:10 pm - 3:10 pm
Plant Maintenance continues to develop each day. This class will review the changes made in the past year. Time
will be set aside at the end to discuss additional functionality needs and/or how to better use what is currently
available.
2:10 pm - 3:10 pm
This class will walk you through some of the newer module controls that were added to the software recently. The
hands on look may cover initial set up or bonus items that were added under previous module controls.
2:10 pm - 5:30 pm
The workshop lab will be available for your use on Thursday afternoon from 2:10 to 5:30. We encourage you to
stop by and try out features of Chempax that you’ve learned about in various classes. Members of the C/S Team
will be available to answer questions. Although session will be informal, please sign up so that we know how many
people are planning to attend.
3:20 pm - 5:30 pm
This session is designed to provide attendees the opportunity to spend additional time with Chempax C/S team
members. This will be your chance to try out the newest features and have your specific company issues answered.
We encourage you to bring your laptop or tablet device, but most importantly your questions and ideas that you
would like to discuss. Since this session is very popular we are offering 3 specific time blocks (3:20, 4:00, and 4:50).
In order to give everyone an equal opportunity to meet with the team, each company can only register for one time
slot and should come together as a team.
FRIDAY, MAY 19TH
301
What’s New and Top Ten Requests - Part IV
302
Datacor’s Favorite Things 9:40 am - 10:40 am
303
Platform Discussion
8:30 am - 9:30 am
This session is a continuation of What’s New and Top Ten Requests Parts I, II, and III. It will feature highlights and
demonstrations of the new development enhancements that were completed throughout the year. The class
will also focus on some of the Top Ten items submitted by the attendees and a status update on the software in
general.
Throughout the session Chempax C/S Team members will make short presentations on some of the newer or
underused features. This class will be a great way to learn about some of the newer features that don’t necessarily
relate to the specific classes we are presenting this year.
10:50 am - 11:30 am
This final class will be an open forum to discuss and exchange ideas and wrap up our Interaxions conversation. We
will solicit feedback from the community on what they learned during the week and what future enhancements
they would like to see. Attendees can submit suggestions for discussion prior to the conference to cs-support@
datacor.com. Please reference this class in the suggestion. Last we ask that you please come prepared to discuss
any support or development concerns.
PLEASE NOTE: CLASSES WITH AN ASTERISK* WILL BE OFFERED TWICE DURING THE CONFERENCE GIVING YOU MORE FLEXIBILITY WHEN CHOOSING YOUR CLASSES FOR THE WEEK.
5
CHEMPAX VB CLASSES
WEDNESDAY, MAY 17TH
108
Chempax VB Opening Session 9:10 am - 10:30 am
109
Logistics Forum 110
Using Chempax VB to the Fullest - Group Discussion
111
Customizing Chempax VB Reports in MS Access Workshop*
112
Analyzing Chempax Data Using MS Excel Workshop*
113
Transitioning to ChempaxVB.NET
114
Understanding Your Data Workshop
The opening session will provide all ChempaxV B attendees an opportunity to learn about major new features
across the Chempax modules.
10:40 am - 12:00 pm
This session will focus on topics specific to the Inventory Control, Purchasing, Safety and Resource Planning
modules in Chempax VB.
10:40 am - 12:00 pm
Are you taking advantage of all that Chempax VB has to offer? Most customers settle on a subset of features and
miss out on literally hundreds of custom and specialty features. This session is intended to facilitate a broad
discussion about ideas and experiences using such diverse features as location control, email events, screen
customizations, VB.NET, document management, price change tracking, credit card sales, and many other topics.
Since some of these will be covered in detail in later classes, you might want to use this class as an overview for the
rest of the conference.
10:40 am - 12:00 pm
In addition to providing a repository of data, MS Access is one of the methods used to produce both standard and
custom Chempax VB reports. This workshop will show you how to customize reports as well as use them as a
starting point to create your own specialized versions. We will also show you the correct way to save and publish
reports so that they can be backed up and made available to your users.
10:40 am - 12:00 pm
If your job involves analyzing data, then you probably spend a good deal of your day using MS Excel, and much of
the data you analyze probably came from Chempax. This workshop will show you various ways to bring Chempax
VB data into Excel from the different available interfaces (Chempax VB6 screens, ChempaxVB.NET screens and
reports), and then explore various built-in analysis tools such as queries and pivot tables.
1:30 pm - 2:30 pm
ChempaxVB.NET is the new face of the Chempax VB software, so configuring it and getting users in a position
where they can comfortably perform their jobs is a process that all Chempax installations will need to go do.
This seminar will review the tools available to transition screen customizations and user personalization from
Chempax VB6 to ChempaxVB.NET, and the options for rolling out the new interface to your user base. In addition
to an overview of the features of the new user interface and data entry screens, the class will look at examples
of commonly performed lookups and tasks in Chempax VB6 and explore how to accomplish those same goals in
ChempaxVB.NET. The seminar will also detail the system requirements for using ChempaxVB.NET, which do differ
from the requirements for Chempax VB6.
1:30 pm - 2:30 pm
This workshop introduces users to the Chempax VB database. We will explain some of the basic concepts of the MS
Access relational database and show you how you can extend the capabilities of Chempax VB by working directly
with the data. You will learn the basics of using queries and other features of Microsoft Access. We will also review
tips and techniques specific to the most recent versions of MS Access. If you are new to Chempax VB, or you are
ready to look “under the hood”, this workshop is a must.
PLEASE NOTE: CLASSES WITH AN ASTERISK* WILL BE OFFERED TWICE DURING THE CONFERENCE GIVING YOU MORE FLEXIBILITY WHEN CHOOSING YOUR CLASSES FOR THE WEEK.
6
CHEMPAX VB CLASSES
WEDNESDAY, MAY 17TH
115
Financial Statements Workshop 116
Customer Service Forum 117
Catching Up With Chempax
118
ChempaxVB.NET - Introductory Workshop*
119
Manufacturers Forum 120
Document Management 3:50 pm - 4:50 pm
121
ChempaxVB.NET - Advanced Workshop*
122
Intermediate/Advanced MS Access Techniques Workshop
1:30 pm - 3:40 pm
ChempaxVB has a built-in financial report writer which can produce professional-looking income statements,
balance sheets and other financial reports. Many customers gloss over this part of Chempax during the initial
implementation, so this workshop will give you a chance to learn about the advanced formatting and calculations
facilities hidden behind the scenes. You will also get to see the recent improvements that have been made to the
statement definition process including the use of wildcards for GL accounts.
1:30 pm - 3:40 pm
This session will focus on topics specific to the Order Entry, Invoicing, Pricing and Sales Analysis modules in
Chempax VB.
2:40 pm - 3:40 pm
This seminar will review some of the new features that have been added to Chempax VB in recent years that even
long-time users might have missed. From brand new inquires and reports, to useful tweaks to programs you might
use every day, this seminar will help you get the most of Chempax VB. We will also review how you can keep up
to date with Chempax VB changes on an ongoing basis back in the office, including receiving email notification
directly from the Chempax VB team when new features are made available.
2:40 pm - 3:40 pm
ChempaxVB.NET (a.k.a. DOTNET) is Datacor’s next generation Chempax VB product. Chempax VB users have the
option of installing DOTNET and using it together with the current Chempax VB6 product. The DOTNET interface
presents Chempax data in a dynamic “business-centric” style which lets you look at your overall enterprise and
then drill down to the part of the business that requires attention. ChempaxVB.NET also includes a growing list of
updated versions of the data entry screens and reports. This workshop will give you an opportunity to experience
this new interface that will continue to replace the current look and feel of the current Chempax VB6 product.
3:50 pm - 4:50 pm
About half of the companies that attend Interaxions identify themselves as manufacturers. This seminar will provide an
opportunity for attendees from these companies to focus on topics specific to their industry segment and will include the
Top 10 lists for the BT and QC modules.
This seminar will explore the features available for the storage and distribution of documents in Chempax VB.
We will look at the interfaces available for linking documents to Chempax VB data, and options for automatically
creating documents and linking them to various types of Chempax transactions. One area of focus will be the
continuing enhancements to the distribution options for documents via Chempax, including the ability to add your
own “stamps” to documents received from vendors in the form of PDFs.
3:50 pm - 4:50 pm
For those who have already started to use DOTNET, this will give you an opportunity to look at newly developed
features, learn about more advanced features and discuss future directions directly with the developers.
3:50 pm - 4:50 pm
If you are already familiar with MS Access tables and queries and you’re ready for more, this workshop will show
you how to further leverage the power of MS Access. We will show you how to create simple data update forms,
crosstab queries, subforms and subreports, and other features which will allow you to extend the capabilities of
Chempax.
PLEASE NOTE: CLASSES WITH AN ASTERISK* WILL BE OFFERED TWICE DURING THE CONFERENCE GIVING YOU MORE FLEXIBILITY WHEN CHOOSING YOUR CLASSES FOR THE WEEK.
7
CHEMPAX VB CLASSES
THURSDAY, MAY 18TH
217
Tracking Non-Conformance 8:30 am - 9:30 am
218
Chempax Administration 8:30 am - 9:30 am
219
Customizing Chempax VB Reports in MS Access Workshop*
220
Accounting Forum 8:30 am - 10:40 am
221
Implementing Barcoding 9:40 am - 10:40 am
222
Electronic Interfaces 9:40 am - 10:40 am
223
End of Period Procedures / Financial Reconciliation
Having a detailed audit trail of customer complaints and other customer service issues can be essential to longterm customer satisfaction, not to mention required for certain industry certifications. Chempax VB’s NonConformance module, is now available in VB.NET and allows for the standardized entry and tracking of this
important data, regardless of whether the non-conformance is tied to a Chempax transaction. The seminar will
walk you through the set up process, the data entry screens and the available analysis tools and reports.
Beyond the initial setup, Chempax VB can run with a minimal amount of ongoing administration. However, there
are a number of useful features in which you can take advantage of that can make Chempax VB more secure,
more efficient or easier to use. This workshop will review the basics of defining users and computers, and will
explore the various features available on the Administration Menu that allow you to set up audit trails, use group
permissions to control access to individual fields, set up email events to enhance communications and define
custom menus.
8:30 am - 10:40 am
In addition to providing a repository of data, MS Access is one of the methods used to produce both standard and
custom Chempax VB reports. This workshop will show you how to customize reports as well as use them as a
starting point to create your own specialized versions. We will also show you the correct way to save and publish
reports so that they can be backed up and made available to your users.
This session will focus on topics specific to the AP, AR and GL modules in Chempax VB.
The use of barcode scanners has continued to expand across the Chempax VB user base. In this seminar, we
will guide you through the steps needed to start using barcode scanners for basic operations such as physical
inventory and location transfers. We’ll also describe the more advanced features that customers are using such
as automatic transfers to staging areas, printing of barcode labels at the receiving dock, real time cycle counting,
automated batch receiving and pallet license plating.
Chempax VB has a growing number of options which allow you to exchange data electronically with other
programs. This seminar will explain how to set up and use such features as email alerts, instant messaging, PDF
creation, imports from EDI, ACH check disbursements, ACH invoicing, emailing of documents, integration with
UPS and Fedex, AR Lockbox imports, Credit Card Processing, integration with Avatax from Avalara, serial container
tracking using TrackAbout and integrated shipping with WIN Logistics.
10:50 am - 11:50 am
Chempax VB’s end of period processing is very forgiving, allowing periods to be easily re-opened, but there are
some procedures you should follow to avoid reconciliation nightmares and to maximize the available analysis
tools. This seminar will include a review of the closing procedures for Accounts Receivable, Accounts Payables,
Sales and Inventory sub ledgers, and the GL. We will also demonstrate techniques for reconciling the sub ledgers
to the GL.
PLEASE NOTE: CLASSES WITH AN ASTERISK* WILL BE OFFERED TWICE DURING THE CONFERENCE GIVING YOU MORE FLEXIBILITY WHEN CHOOSING YOUR CLASSES FOR THE WEEK.
8
CHEMPAX VB CLASSES
THURSDAY, MAY 18TH
224
Topics for Chemical Distributors - Group Discussion
225
Database Maintenance and Archiving 226
Customizing Chempax Screens Workshop
227
Inventory Posting with Purchasing and AP
228
ISO Compliance - Group Discussion
229
Choosing Custom Options 1:00 pm - 2:00 pm
230
ChempaxVB.NET - Introductory Workshop*
10:50 am - 11:50 am
A large number of Chempax usage is by “factory pack” distributors. For these companies, the relationship with
the suppliers they represent is just as critical as the relationship with the customers to whom they sell. As such,
distributors have somewhat different purchasing, reporting and analysis requirements than other Chempax users.
This session will provide an opportunity to focus on the needs of distributors and discuss how different Chempax
users have managed and dealt with the unique requirements of this segment of the industry.
10:50 am - 11:50 am
The MS Access database used by Chempax VB doesn’t require frequent attention, but as companies grow there
is some amount of database maintenance required. This seminar will explain the various tools and procedures
available for maintaining the Chempax VB database, and will cover such topics as applying Chempax LiveUpdates,
Compacting and Repairing, Archiving, partitioning the database to manage growth, and diagnosing common
problems.
10:50 am - 11:50 am
Chempax includes a vast array of options and shortcuts which allow users to change the appearance of Chempax
screens. Some of these are cosmetic, such as screen colors and column layouts. Others, such as custom menus,
favorites, tooltips, custom help guides and Spanish language support, can greatly aid in productivity. Using the
“Customize” button in ChempaxVB.NET, you can move and resize fields, add your own fields to screens, turn
text boxes into drop down lists, and add your own validation rules. This workshop will allow you to explore both
basic and advanced features. This workshop will give you an opportunity to learn about and practice using these
features in both the Chempax VB6 and ChempaxVB.NET interfaces.
1:00 pm - 2:00 pm
With the increased volatility in pricing that has occurred in recent years, the need for accurately costing inventory
has become a larger issue for many chemical companies. Chempax VB includes features that allow for the
simplification of the tracking of inventory costs and ensure that the different views, (inventory, GL, Accounts
Payable and Purchasing), are all in agreement. This seminar explains how to set up the Inventory GL Mapping and
use it in conjunction with PO Receipts and AP voucher entry to achieve these objectives.
1:00 pm - 2:00 pm
Achieving ISO 9000 certification is an important goal for many Chempax customers. Part of becoming certified, is
establishing and documenting consistent procedures for all aspects of how you run your business, including the
use of Chempax. This session will provide an opportunity to share your experiences with other companies on how
the challenges of ISO certification can addressed and how features of Chempax can play a part in your success.
Did you know that your copy of Chempax VB has almost 2,000 built-in custom options? Many of these are
immediately available for your use by simply checking a box. This seminar will discuss some of the more popular,
important and useful options and provide some guidelines whether and when to select them.
1:00 pm - 2:00 pm
ChempaxVB.NET (a.k.a. DOTNET) is Datacor’s next generation Chempax VB product. Chempax VB users have the
option of installing DOTNET and using it together with the current Chempax VB6 product. The DOTNET interface
presents Chempax data in a dynamic “business-centric” style which lets you look at your overall enterprise and
then drill down to the part of the business that requires attention. ChempaxVB.NET also includes a growing list of
updated versions of the data entry screens and reports. This workshop will give you an opportunity to experience
this new interface that will continue to replace the current look and feel of the current Chempax VB6 product.
PLEASE NOTE: CLASSES WITH AN ASTERISK* WILL BE OFFERED TWICE DURING THE CONFERENCE GIVING YOU MORE FLEXIBILITY WHEN CHOOSING YOUR CLASSES FOR THE WEEK.
9
CHEMPAX VB CLASSES
THURSDAY, MAY 18TH
231
Sales Analysis and Forecasting
232
Chempax VB Customer Management with eChempax
233
Inventory Management Methodologies/Material Resource Planning
234
ChempaxVB.NET - Advanced Workshop*
235
Tracking Chempax VB Transaction and Data 236
New Feature Test Track Workshop 237
Chempax VB One-On-One Support Sessions 2:10 pm - 3:10 pm
Chempax VB offers a large number of reports and inquiries which allow for the analysis of sales and profit data.
The available options range from detailed transaction reports, to summaries by month, month range or year, with
a nearly endless number of subtotaling choices. This seminar will compare and contrast the various programs
on the Invoicing and Sales Analysis menus to help you determine which are best matched to meet various sets of
requirements. We will also explain the system custom options which affect sales and profit reporting, and explore
options for entering forecast/budget figures and analyzing them versus actual sales.
2:10 pm - 3:10 pm
This course will review different operating procedures that address the day-to-day events servicing customers.
We will demonstrate how to utilize automation and technology within Chempax VB and eChempax to reduce the
number of steps required to complete tasks such as: sending samples, processing returns, handling complaints,
accessing MSDS and COAs, distributing literature, price change requests and approvals, special lab requests and
sending and tracking quotes.
2:10 pm - 3:10 pm
This course will explore features available in Chempax VB for analysis and management of inventory, including
those that would most benefit a Distributor type business model. We will start with the tools that are available to
provide simple yet useful analysis based on current inventory levels and pending transactions. We will also review
both the Inventory Management (IM) Module and the Resource Planning (RP) Module, discussing the differences
between the two. We will look at the procedures required for the setup and ongoing maintenance of both IM and
RP, and follow through with a review of the analysis tools that will be available and the ultimate output once the
modules are fully implemented.
2:10 pm - 3:10 pm
For those who have already started to use DOTNET, this will give you an opportunity to look at newly developed
features, learn about more advanced features and discuss future directions directly with the developers.
3:20 pm - 4:20 pm
This seminar will review tools available in Chempax VB for tracking transactions and data throughout the software.
We will start by examining “generic” audit trails built into Chempax VB, such as the Transaction Log, Report
Request Log, Activity Log and Inventory Audit trail. We will then use sales orders as a case study, and show you
how to track order information through Chempax VB using both order-specific and generic tools.
3:20 pm - 5:30 pm
The workshop lab will be available for your use on Thursday afternoon from 3:20 to 5:30. We encourage you to
stop by and try out features of Chempax that you’ve learned about in various classes. Members of the VB Team will
be available to answer questions. Although session will be informal, please sign up so that we know how many
people are planning to attend.
3:20 pm - 5:30 pm
This session is designed to provide attendees the opportunity to spend additional time with Chempax VB team
members. This will be your chance to try out the newest features and have your specific company issues answered.
We encourage you to bring your laptop or tablet device, but most importantly your questions and ideas that you
would like to discuss. Since this session is very popular we are offering 3 specific time blocks (3:20, 4:00, and 4:50).
In order to give everyone an equal opportunity to meet with the team, each company can only register for one time
slot and should come together as a team.
PLEASE NOTE: CLASSES WITH AN ASTERISK* WILL BE OFFERED TWICE DURING THE CONFERENCE GIVING YOU MORE FLEXIBILITY WHEN CHOOSING YOUR CLASSES FOR THE WEEK.
10
CHEMPAX VB CLASSES
FRIDAY, MAY 19TH
304
Analyzing Chempax Data Using MS Excel Workshop*
305
Inventory Tracking and Aging
306
Managing Cost and Price Changes
307
Administration/Information Technology (IT) Forum 308
AR Collections / Credit Card Processing 309
Physical Inventory / Cycle Counting 310
Customizing ChempaxVB.NET Reports Using Crystal Reports Workshop
311
Chempax VB Wrap-up
8:30 am - 9:30 am
If your job involves analyzing data, then you probably spend a good deal of your day using MS Excel, and much of
the data you analyze probably came from Chempax. This workshop will show you various ways to bring Chempax
VB data into Excel from the different available interfaces (Chempax VB6 screens, ChempaxVB.NET screens and
reports), and then explore various built-in analysis tools such as queries and pivot tables.
8:30 am - 9:30 am
Chempax VB provides a comprehensive set of tools for monitoring, valuing, tracking and locating your inventory
and using it the most efficient way possible. This seminar reviews the various screens and reports available to
help you keep track of your inventory and determine how its value has changed, utilizing both lot and location
control. We’ll demonstrate the recently added Lot Recall report and explain custom options that you can be using
to automatically select your oldest lots when shipping finished goods or consuming raw materials.
8:30 am - 9:30 am
Due to rapidly changing financial conditions, much attention has been paid to the process of changing prices in
Chempax VB. This seminar will review the methods available to plan, implement and analyze price changes in
Chempax, and show you how to let your customers know about planned price changes in an efficient and timely
manner. We will also demonstrate some of the newer features, including customer/product margins and future
pricing based on anticipated “replacement” cost.
8:30 am - 10:40 am
The Administration/IT Forum will cover topics involving Chempax maintenance and administration, including the
Administration, File Maintenance and Constants menus. It will also provide an opportunity to discuss areas of IT
that relate to Chempax, such as servers, remote access, printers, scheduled tasks, emailing, backup and recovery,
etc.
9:40 am - 10:40 am
The tracking and analysis of customer credit status is an essential part of the Accounts Receivable process.
Chempax VB has an ever expanding set of tools available to help out, from Customer File creation through Order
Entry and the debt collection process. In addition, Chempax VB offers integration with Singular Payments,
allowing you to accept credit card payments directly in Chempax. This seminar will walk you through the credit
card offering and discuss how it can work in conjunction with the other tools available for managing your AR.
9:40 am - 10:40 am
Although many companies count their inventory only once a year, Chempax VB offers a number of useful options
and features which can save you time and money and improve the accuracy of your counts. You might even
consider counting more often once you’ve learned the advantages of doing so and what features are available
in Chempax VB to facilitate cycle counting. This seminar will be also include a discussion of options such as tag
inventories, bar code scanning, mobile data collection, location control, and cost entry.
9:40 am - 10:40 am
One of the new features of the ChempaxVB.NET reports is the ability to view a Crystal Reports version of the report
output. In this workshop, users will be given the opportunity to gather hands on experience on how to modify
Crystal Reports. Users will gain knowledge on how to modify fields and labels. The creation of formulas in Crystal
Reports will also be covered and how to add it to a new section of the report. Key differences between the design
of Crystal Reports and Microsoft Access reports will be covered.
10:50 am - 11:30 am
As the final session, the Wrap-up will provide an opportunity to discuss the future direction of Chempax VB,
Datacor’s services and Interaxions itself.
PLEASE NOTE: CLASSES WITH AN ASTERISK* WILL BE OFFERED TWICE DURING THE CONFERENCE GIVING YOU MORE FLEXIBILITY WHEN CHOOSING YOUR CLASSES FOR THE WEEK.
11
eCHEMPAX CLASSES
WEDNESDAY, MAY 17TH
123
eChempax Opening - Part I 9:10 am - 10:30 am
124
eChempax Opening - Part II
125
Test Your Knowledge 1:30 pm - 2:30 pm
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Managing eChempax - Basic
The opening sessions will feature a review and demonstration of changes and enhancements in eChempax,
eChempax Traveler, and eChempax Mobile.
10:40 am - 12:00 pm
This session is a continuation of eChempax Opening - Part I. It will feature a review and demonstration of changes
and enhancements in eChempax, eChempax Traveler, and eChempax Mobile.
Test your eChempax knowledge in this interactive and fun question and answer session. Learn more about
eChempax and see where you rank among your peers (don’t worry it’s anonymous). Bring your tablet or laptop to
participate!
2:40 pm - 3:40 pm
An in depth review of basic administrative tools and options:
• System Summary
• Free Field Use & Configuration
• User Activity
• Managing E-Mail
• Note Options (Templates, E-Mail, Types, Utilities)
• Opportunity Options
• User Setup & Maintenance (Internal, Customer, Supplier)
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128
Rapid Fire 2:40 pm - 3:40 pm
A fast-paced rapid-fire session with multiple presenters covering four independent topics. Expect this class to
move quickly:
• Options for Sending Price Quotes
• System Options
• Chempax Contact Updates
• It’s a Surprise
Managing eChempax - Advanced
3:50 pm - 4:50 pm
An in depth review of basic administrative tools and options:
129
• Target Advertising
• Campaigns
• Managing User & Company Calendars
• Customer Service Options
• Creating a Product Catalog
• Sales Agent Ranking
• Product Information
• Scorecards
• Contact Types & Utilities
• Chempax Documents
Price Analysis, Price Sheets, & Updating Prices in Chempax 3:50 pm - 4:50 pm
A Price Sheet is a worksheet that is used to analyze and maintain detailed product pricing information for a
specific customer or prospect. It can also be used to send a price change directly to Chempax, once approved
by a manager. Learn more about price sheets and the tools that can be used to review and analyze pricing in
eChempax:
• Price Book
• Price Worksheets
• Customer Pricing
• Price Quotes
• Margin Views
• Price Changes
• Price History
• Approval Process
• Price Sheet Setup Options
• Price Sheets & Chempax
12
eCHEMPAX CLASSES
THURSDAY, MAY 18TH
eChempax Open Forum: Panel Discussion 7:30 am - 8:30 am
This seminar is designed to provide an opportunity to discuss and exchange ideas with other attendees and
members of the eChempax development and support team. Topics and questions may be suggested by the
audience or members of the panel.
This session is open to all attendees. Having eChempax is not a requirement. There is no formal registration for
the eChempax Open Forum, so stop by and see us!
238
eChempax Diagnostics 8:30 am - 9:30 am
Meet personally with members of the eChempax development group in a lab environment to discuss any
questions that you may have about Datacor’s Customer Relationship Management software. You are encouraged
to bring your laptop or tablet device.
This session is open to all attendees. We welcome those that currently use eChempax, and those that may be
interested in taking a closer look at these products.
239
240
An Introduction to eChempax 9:40 am - 10:40 am
Today’s fast-paced business environment requires an effective means to communicate and exchange information
quickly and efficiently. Our unique and advanced eBusiness solution is eChempax, a state-of-the-art web
application for customers, customer service, and your management and sales teams. eChempax is specially
designed for the chemical industry, and constructed with the most current and reliable Internet technologies to
ensure that the key elements of eBusiness are satisfied. Learn more about our comprehensive CRM application:
• Setup and Installation
• Prospect Tracking
• Data Synchronization
• Scheduling
• Sales Force Automation
• Chempax Integration
• Notes, Tasks, & Opportunities
• Customer Service
Understanding & Managing E-Mail in eChempax eChempax includes numerous options that allow users to communicate with customers, prospects, suppliers, and
co-workers using e-mail. eChempax also has the capability to generate and distribute e-mail notifications and
reminders automatically. We will review all of these features, and learn more about the tools that are available to
bridge the gap between the distribution of eChempax e-mail and Outlook. Topics will include:
• E-Mail Generated by eChempax
• Mail History
• Defining Recipients for eChempax E-Mail
• Maintaining Valid E-Mail Addresses
• Outlook E-Mail, eChempax, and eChempax Traveler
• Troubleshooting Mail Delivery
• Note E-Mail to Customers, Suppliers, and Co-Workers
• Creating Mailing Lists in eChempax and
eChempax Traveler
• Report & Document E-Mail
241
9:40 am - 10:40 am
Opportunities & Sales Leads 10:50 am - 11:50 am
Opportunities are an important part of the sales tracking process. They capture valuable details about sales leads,
such as the customer or prospect, products, expected revenue and profit, the stage within the sales process,
communications, and other information associated with potential business. Learn more about these eChempax
features:
• Creating and Updating Opportunities
• Opportunity Tracking
• Customizing Opportunities
• Pipeline and Post Sales Analysis
• Creating Samples & Quotes
13
eCHEMPAX CLASSES
THURSDAY, MAY 18TH
242
243
244
eChempax Mobile 10:50 am - 11:50 am
eChempax Mobile is a lite version of eChempax designed for the smaller screens on modern smart devices such as
Android, iPhone, iPod, Windows Phone, and Blackberry. It offers real time access to customers, contacts, products,
notes, sales history, orders, and more.
• Setup
• Customers and Contacts
• Accessing eChempax Mobile
• Products
• Planner
• Inventory
• Sales Account and Sales Group
• Orders and Pricing
• Using Notes, Tasks, and Attachments in eChempax
Mobile
• Sales History
Using Notes & Tasks in eChempax 1:00 pm - 2:00 pm
Learn more about the eChempax Notebook, which provides a centralized location to efficiently share information
about customers, prospects, suppliers and competitors.
• Entering and Updating Notes and Call Reports
• Task Management & Distribution
• Processing Sample Requests & Price Quotes
• Complaint Tracking
• Common Notebook Questions
• Communicating with Notes
• Customizing Notes to Fit Your Business
• Notes & Opportunities
Projects and Scores 1:00 pm - 2:00 pm
Projects and Scores are two highly configurable features available to all eChempax customers. eChempax Projects
can be used to track various internal projects such as product research and development, or any other job that
may require collaboration, documentation, and recorded history. The Project form itself is designed primarily
within eChempax Administration, giving you full control of content and behavior. Project topics will include:
• Project Setup
• Project Contacts
• Status & Permissions
• Attachments
• Project Categories
• Automatic Notifications
• Entering and Updating Projects
eChempax Scores are used to maintain and track sales attractiveness and relationship quality. Learn how to setup,
maintain, and review scores for customers, prospects, suppliers, and contacts within eChempax and eChempax
Traveler.
245
eChempax Customer Portal 2:10 pm - 3:10 pm
eChempax offers a secure and accessible portal that your customers can use to view product information (pricing,
MSDS, spec sheet), order status, invoices, A/R, and sales history. It also includes fully integrated order processing,
where more than 6,000 orders are entered each month. This session will focus on the setup and operation of the
eChempax Customer Portal, and how your business can take advantage of its timesaving features:
• Customer Setup & Security
• Order Templates & Reminders
• Entering Orders in eChempax
• Product Catalog
• Processing eChempax Orders in Chempax
• Account Information (Products,
Pricing, Orders, Invoices, A/R, Sales)
• Order Notification & Confirmation
14
eCHEMPAX CLASSES
THURSDAY, MAY 18TH
246
The View 2:10 pm - 3:10 pm
eChempax and eChempax Traveler offer an assortment of options and tools to view and analyze your data. Join us
to learn more about these features in both applications. Topics are expected to include:
• Search, Sort, and Sub-Total
• Obscure Views
• Select and Customize Views
• Google Maps
• Save, Share, and Use a Custom View
• Column Formatting
• Filter by Group
• Group By
• Proximity Views
247
An Introduction to eChempax Traveler
248
Working with eChempax Reports 249
3:20 pm - 4:20 pm
Out of the office? No Internet connection? No problem. Take your valuable business information with you, where
ever you go. eChempax Traveler is a stand-alone windows application that works in unison with eChempax,
offering access to customers, prospects, products, pricing, suppliers, notes, opportunities, call reports, schedules,
and other data in a disconnected environment. It also includes options to exchange information with Outlook,
import prospects from Excel, and generate more sophisticated mailing lists. This session will review all of its
benefits and capabilities.
3:20 pm - 4:20 pm
eChempax includes a Reports option that allows users to execute, view, and send a series of standard and custom
reports. We will review the report architecture and processing, standard reports, form reports, and the steps that
are necessary to begin writing your own reports:
• eChempax vs Chempax Reports
• Submitting a Report
• The Importance of Report Names
• Price Quote Reports
• Setting Report Permissions
• Downloading the eChempax Database
How Do I…? 4:30 pm - 5:30 pm
Find the answers to a variety of common eChempax questions, problems, and everyday tasks. For example, How
do I…
• change the font size in eChempax and eChempax
Traveler?
• record a description of a customer,
prospect, supplier business?
• import contacts into eChempax?
• send a customer a price list?
• track potential suppliers?
• change a password?
• determine if the eChempax data is current?
• And much more!
15
eCHEMPAX CLASSES
FRIDAY, MAY 19TH
312
Contact Management & Prospect Tracking 8:30 am - 9:30 am
This session will focus on contact management and prospect tracking, including the following:
313
• Contact Organization
• Contact Types
• Contact Free Fields
• Adding, Changing, & Finding Contacts
• Export/Import (Excel, Outlook & eChempax Traveler)
• Contact E-Mail
• Prospect Notes & Opportunities
• Prospect Free Fields
• Converting Prospects to Customers/Suppliers
• Prospect to Customer History & Analysis
eChempax Sales & Margin Analysis 9:40 am - 10:40 am
Learn more about how sales data is structured in eChempax, and the tools that are available to analyze
performance and profitability. Topics will include:
• Summary Dashboards
• Sales Reports
• Customizing Sales Views
• Exporting Sales Data
• Budgets
• Sales by Supplier
• Troubleshooting Sales Discrepancies
314
eChempax Wrap Up 10:50 am - 11:30 am
As the final session, the Wrap-Up will provide an opportunity to discuss potential future directions for eChempax,
Datacor’s services and Interaxions itself.
16
interAXions
EXPECT
Follow Us:
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Datacor, Inc.
25 Hanover Road, Bldg. B, Ste. 300
Florham Park, NJ 07932-1003
P: (973) 822-1551 | F: (973) 822-3976
E-Mail: interaxions@datacor.com
www.datacor.com/interaxions
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