Check-in and registration packet pick-up.

Get the week started in style with the official Interaxions 2023 Welcome Party! Join us Monday evening for some hors d’oeuvres and drinks to kick off the conference at the Philadelphia Marriott Downtown. This is a perfect place to get reacquainted with old friends and make some new ones!

Check-in and registration packet pick-up.

Join us as we kick off Interaxions 2023! Datacor president Tom Jackson will share his annual "State of Datacor" presentation and we'll go over some general housekeeping items for the conference.

The opening sessions will feature a review and demonstration of new enhancements and functionality in Datacor CRM.

The opening session will provide attendees an overview of new and upcoming features in TrackAbout. TrackAbout CEO, Tim Fusco, will highlight innovations made in the software since the latest TrackAplooza user group in 2019.

The opening sessions will feature a review and demonstration of new enhancements and functionality in Datacor CRM.

The world around us has experienced phenomenal upheaval in recent times, having direct impacts on our industry & individual businesses. Understanding those challenges is key to remaining resilient & turning them into opportunities.

This session will focus on TrackAbout’s Product Roadmap for 2023 and into 2024.. It will also include an open discussion about future features and functionalities in the software.

A large number of Datacor ERP 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 they sell to. As such, distributors have somewhat different purchasing, reporting and analysis requirements than other Datacor ERP users. This session will provide an opportunity to focus on the needs of distributors and discuss how different Datacor ERP users have managed the dealt with the unique requirements of this segment of the industry

This session will provide a hands-on introduction to Microsoft’s Business Intelligence (BI) offering. Using a workshop format, you’ll have an opportunity to experience how this tool can be used to rapidly develop analytics from Datacor ERP data.

Learn how Datacor MES enables the manufacturing enterprise to execute & control manufacturing processes and identify & eliminate waste from all aspects of manufacturing. In this session, we’ll cover how Datacor MES enables you to gain visibility and control over the shop floor. Discover first hand how a customer uses MES to streamline operations beyond the shop floor, driving efficiencies in the lab, warehouse, and customer service.

A Price Sheet is a comprehensive 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 Datacor ERP, once approved by a manager. Are you ready to learn more about price sheets and the tools that can be used to review and analyze pricing in Datacor CRM?

Topics include:

• Price Book
• Customer Pricing
• Margin Views
• Price History
• Price Sheet Setup Options
• Price Worksheets
• Price Changes
• Approval Process
• Price Sheets & Datacor ERP

This session is a high-level review of new features and updates released in TrackAbout from 2020 to 2022. A discussion regarding advances in scanning devices will be included.

Calling all manufacturers! If you’re still printing paper batch tickets and manually posting batch receipts, learn how Datacor Manufacturing Execution System (MES) can transform your shop floor. In this session, you’ll learn how to kickstart your lean manufacturing journey by leveraging Datacor MES to improve inventory accuracy, quality, and performance. We’ll discuss how you can begin to digitalize production operations today and put your plant on a path toward automation and improved efficiency.

This session will focus on topics specific to the AP, AR and GL modules in Datacor ERP .NET.

Join us for an informational session to review forthcoming formulation and regulatory controls. We will discuss a review of 2023 regulatory topics, international regulatory considerations for your business, Datacor regulatory product roadmap and timelines, formulation and regulatory control demonstration, and limited availability candidate requirements.

Find the answers to a variety of everyday CRM Administration related questions. For example, How do I…

• Manage users that have retired or left the company?
• Address customer codes that have been renumbered in Datacor ERP?
• Update the list of recipients for the contact change notification email?
• Review all user permissions at once?
• Give a user access to an account that is not theirs?
• See what my sales agent user sees?
• Change a password?
• Review user activity?
• Track potential suppliers?

CRM opportunities are an important part of the sales tracking process. They capture valuable details about sales leads, such as the company, products, expected revenue and profit, the stage within the sales process, communications, and other information associated with potential business.

Join us to learn more about:

• Creating and Updating Opportunities
• Customizing Opportunities
• Tracking Samples & Quotes
• Pipeline Analysis

Are you intrigued with some of the new C/S features you heard about in the What’s New classes? Are you eager to experiment with functionality new to you and/or included in the latest release of C/S? This class provides an opportunity for you to get hands-on exposure to some of the new features, allowing you to review and evaluate how they can enhance your business practices.

Practical exercises to hone your skills on optimizing forward planning & ingredient purchasing evaluation with formulation.

In this session, we’ll review best practices to help you get the most out of TrackAbout, from application setup and distribution on the server, to system configuration, user interface options and data entry. You’ll learn at least one or two methods that you can use immediately upon returning to your office. This session will serve as a preview of topics covered across the various course offerings at Interaxions.

• Empty Product Codes
• Product Code Generation
• Barcode Recommendations (Checksums and Validation Patterns)
• Key Fields
• Avoiding Collisions
• Asset Families
• Rack Filling
• Delivery with Order Integration with Truck Load
• Requiring Known Assets
• Email Delivery Receipts
• Blocking Assets

Datacor ERP .NET offers a large number of reports, inquiries and portals 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.

Many of Datacor ERP report screens have been re-engineered and released in Datacor ERP .NET. This workshop will also take an in-depth look at the options available in the Datacor ERP .NET report screens. Both the filtering and sorting options have been expanded to include almost any possible field directly related to the data being analyzed, and the built-in Datasheet tab allows for quick tabular analysis without the process of previewing and exporting to some other application. Outside of the reports, Datacor ERP .NET has an abundance of native data analysis options available in the portals that this workshop will explore in full, including grouping and totaling and custom calculated columns.

An open discussion regarding supply chain challenges and opportunities. How did the 2021 global supply chain crisis impact your business? What trends do you anticipate moving forward? Learn how your peers have risen to the same challenges you face, and how they’ve addressed them through people, process, & technology.

If you’re like most of our customers, the vast majority of Purchase Orders come to you in the form of PDFs attached to emails. This seminar will introduce a new Datacor offering  which automatically pulls data from these PDFs and uses it to build a sales order on the Datacor ERP Order Entry (OE1) screen. The PO is then automatically saved as an attachment to the sales order.  We call our approach “Rapid Order Entry” because it greatly speeds up the entry of data while leaving the CSR in control to make decisions, such as product substitution, price overrides or special notes. It also insures that data is transferred accurately from the Purchase Order and reduces the time need to send a confirmation back to your customer.

An opportunity to consult one on one with the Format Solutions Formulation Support Team on the topics, best practice & questions that are upper-most in your mind. 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.

There will be a maximum of 5 companies per 30-minute time slot.

This session is designed to provide attendees the opportunity to spend additional time with 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. In the past, this class has proven to be one of the most anticipated sessions of the conference. 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.

There will be a maximum of 15 companies per 30-minute time slot.

In this session, we’ll review best practices to help you get the most out of TrackAbout, from application setup and distribution on the server, to system configuration, user interface options and data entry. You’ll learn at least one or two methods that you can use immediately upon returning to your office. This session will serve as a preview of topics covered across the various course offerings at Interaxions.

• Empty Product Codes
• Product Code Generation
• Barcode Recommendations (Checksums and Validation Patterns)
• Key Fields
• Avoiding Collisions
• Asset Families
• Rack Filling
• Delivery with Order Integration with Truck Load
• Requiring Known Assets
• Email Delivery Receipts
• Blocking Assets

Come ready to share your experiences and lessons learned performing accounting/financial functions within Datacor ERP. This roundtable discussion sets the stage to hear from others on their experiences and lessons learned. You can provide impact by sharing your own knowledge for the benefit of others. We’ll look to focus on topics such as: capturing landed costs, cash forecasting, bank reconciliation, line of business reporting, factoring, capital projects and reporting.

Datacor ERP .NET includes a vast array of options and features which allow users to change the appearance of the portals and of Datacor ERP data entry screens. Some of these are cosmetic, such as screen colors and column layouts. Others, such as custom menus, favorites, custom help guides and Spanish language support, can greatly aid in productivity. Using the “Customize” button in Datacor ERP .NET, you can move and resize fields, turn text boxes into drop down lists, add your own validation rules, and even add your own fields to screens. This workshop will allow you to explore both basic and advanced features and present a hands-on opportunity to learn about and practice using these features in the Datacor ERP .NET interface.

Datacor’s Resource Planning capabilities provide robust tools to help you make decisions based on the purchasing and manufacturing suggested planned orders. In this seminar we will cover topics ranging from the importance of management commitment to Resource Planning, to the overall value it can provide, and how to use various Datacor functionality including Forecasting, MRP and Batch Production Scheduling.

Since Philadelphia is best seen by foot, The Constitutional Walking Tour of Philadelphia is the best way to explore America’s Birthplace, taking you behind the scenes where other tours cannot venture.

The 75 minute walking journey provides a primary overview of the Independence National Historical Park area and visits more than 20 of the most historic sites in America’s Birthplace including the Liberty Bell,  Independence Hall, Franklin Court, Betsy Ross House and the National Constitution Center. For the tour map and full list of sites, click here.

Check-in begins at 3:30 PM in Philadelphia Marriott Downtown Lobby and will depart promptly at 3:45 PM.

An opportunity to consult one on one with the Format Solutions Formulation Support Team on the topics, best practice & questions that are upper-most in your mind. 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.

There will be a maximum of 5 companies per 30-minute time slot.

This session is designed to provide attendees the opportunity to spend additional time with 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. In the past, this class has proven to be one of the most anticipated sessions of the conference. 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.

There will be a maximum of 15 companies per 30-minute time slot.

An opportunity to consult one on one with the Format Solutions Formulation Support Team on the topics, best practice & questions that are upper-most in your mind. 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.

There will be a maximum of 5 companies per 30-minute time slot.

This session is designed to provide attendees the opportunity to spend additional time with 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. In the past, this class has proven to be one of the most anticipated sessions of the conference. 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.

There will be a maximum of 15 companies per 30-minute time slot.

A deeper dive into a selection of features curated by the CRM team will be covered. There will be something interesting for everyone to learn. Expect this class to move very quickly!

Today’s fast‐paced business environment requires an effective means to communicate and exchange information quickly and efficiently. Our unique and advanced solution is Datacor CRM, a state‐of‐the‐art web application for customers, customer service, and your management and sales teams. It is specially designed for your industry and constructed with the most current and reliable Internet technologies to ensure that the key elements of eBusiness are satisfied.

This course is intended for those that may be less familiar with Datacor CRM:

• Setup and Installation
• Data Synchronization
• Sales Force Automation
• Notes, Tasks, & Opportunities
• Prospect Tracking
• Scheduling
• Datacor ERP Integration

Crystal Reports is a high performance tool that allows you to access, analyze, and report on data in your C/S database, formatting the results in customized, easy-to-read layouts. Crystal Reports is used by C/S for standard reports and documents, so you can use Crystal Reports to create custom versions of our standards. Take this workshop to learn how to create your own reports as well as customize standard reports and documents. While the first part of the class explains the fundamentals concepts of Crystal Reports, the remaining segment allows you to walk through an exercise, gaining valuable hands on experience.

Many new features and functionalities are released by TrackAbout each year. We know it’s hard to keep up with all the changes, so we designed this session to review what’s available in TAMobile 7 for Android and iOS with a focus on some of the most beneficial features available. Important features include:

• Linking Actions
• Find Inventory
• Adding Orders
• POD Complaint Process
• Branch Transfer Send/Receive
• Palletization on TAM7
• Delivering Hardgoods
• Gas Analysis

This session will focus on topics specific to the Order Entry, Invoicing, Pricing and Sales Analysis modules in Datacor ERP .NET.

New this year, Datacor has added a more flexible mechanism for distributing shipping documents, such as Bills of Lading, Certificates of Analysis and Safety Data Sheets.  We have also added a “Rapid Attachment” button to many of the ERP screens to allow PDFs that you receive via email to be attached to a transaction or master table entity.

In addition to providing a repository of data, MS Access is one of the methods used to produce both standard and custom Datacor ERP .NET reports. This workshop will show you how to customize any of these 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 these reports so that they can be backed up and made available to your users. (Offered as an expanded 2-hour session)

This seminar will explore the features available for the storage and distribution of documents in Datacor ERP .NET. We will look at the interfaces available for linking documents to Datacor ERP data, and options for automatically creating documents and linking them to various types of Datacor ERP transactions.

Datacor CRM includes hundreds of system level options that control the behavior of the application to suit your specific business needs. We will review some of the more popular settings and discuss how they can impact your business:

• Security
• Order Processing
• Lots
• Alerts
• Save Warnings
• Purchase Orders
• Administrator User Switch
• Inactive Items
• Mandatory Fields
• And More!

Build lasting and better business relationships using Datacor CRM. In this session, we will examine the full cycle of managing a prospect from initial contact to when they become a valued buying customer:

• Importing Contacts & Email from Outlook
• Managing Prospect Activity
• Processing a Sample Request
• Creating a Business Opportunity
• Sending Price Quotes
• Placing the First Order
• Converting the Prospect to a Customer
• Generating Mailing Lists for Follow Up & Marketing

While Crystal Reports is a high performance reporting tool, you may have encountered some obstacles in terms of getting your desired output. Take this class to learn how to use an advanced feature to simplify your reporting logic and enhance your reporting results. This class focuses on the development and use of a SQL Command in Crystal Reports to define your database query. Crystal’s limitation of not exporting subreports to Excel is addressed as a SQL Command within Crystal Reports replaces the need for Views and subreports for linking purposes, allowing the desired data to be included in your Excel output. Gain hands on experience with this innovative feature, which you can incorporate in your own custom reports, as well as in your modifications to our standard reports and documents.

Strict inventory controls help your organization meet quality assurance requirements, as well as conform with FDA, DHS, and ATF regulations, and is therefore a key to customer satisfaction and business success. A new C/S inventory management technique, which involves Inventory Serial Number ‘ISN’ tracking (unique numbers identifying every inventory package in your warehouses), is tightly integrated with Wireless C/S barcode scanning and is the focal point of this class. Take this class to learn how ISN tracking can help you better manage inventory levels and content in an environment of resource variabilities; topics covered address defining, using, and tracking ISN products throughout C/S.

TrackAbout clients collect huge amounts of data. This session will explore our Open Data feature which exposes your raw database data for use in Visualization and Business Intelligence tools.

In addition to providing a repository of data, MS Access is one of the methods used to produce both standard and custom Datacor ERP .NET reports. This workshop will show you how to customize any of these 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 these reports so that they can be backed up and made available to your users. (Offered as an expanded 2-hour session)

Datacor CRM is invaluable to sales team as they interact with their customers and prospects. When combined with Datacor ERP it provides an easy-to-use tool for management with powerful analyses of numerous customer service tasks. This seminar helps identify ways to improve efficiency and standardize related workflows in areas such as Sending/tracking Quotes, Handling Customer Complaints, and Processing Returns.

A well-run warehouse and real-time inventory visibility are critical for manufacturers & distributors to make good decisions. If you have ever found yourself struggling to answer “Do I have inventory to ship?”, “Is it acceptable quality?” or “Where is it located?”, join us to learn how Datacor Warehouse Management System (WMS) can help you answer these inventory-related questions and streamline warehouse operations. Datacor WMS digitizes common warehouse activities related to receiving, counting, transferring, picking, and shipping inventory. Leveraging mobile technology, Datacor WMS enables warehouse teams to post their transactions in real time, at the right time, every time.

Free your Accounting team from highly repetitive, repeatable tasks by adopting a fully optimized and automated supplier invoice matching and payments process. In this session, you’ll learn how Datacor AP Invoice Automation saves you time, money, and frustration by automating supplier invoice matching, approvals, and voucher posting activities. You’ll also discover how ePayments, powered by Corpay, can optimize payments processing, deliver cost savings and even generate net new revenue through credit card rebates.

Datacor CRM includes a Reports option that allows users to generate, view, and distribute a series of standard and custom reports. We will review the report architecture and processing, new reports, form reports, and the steps that are necessary to begin writing your own reports:

• CRM vs ERP Reports
• The Importance of Report Names
• Setting Report Permissions
• Submitting a Report
• Price Quote Reports
• Sending Reports

C/S may be standardized, but there are so many ways you can customize the look as well as the functionality to meet your unique needs as a company and as a C/S user. A general overview of a number of customization techniques is provided in this class so the topic is relevant to all C/S GUI users and C/S admins. For example, learn how to expand the visibility and use of your data, as well as increase efficiencies as a user. In addition, learn how you can define and/or change process flows to better meet your needs and gain information about tools within C/S that encourage, enhance, and enforce interdepartmental and intradepartmental communication. Not only learn about these C/S features, but also walk through exercises to gain valuable experience using them.

SmartLists are a very simple & powerful way to access all the information you have in your solution & is a feature included with the Feed Mill Manager & Dynamics GP system at no charge. SmartList Builder is an additional module that allows you to create SmartLists that display exactly the data you want – even if it exists in a different database!

Pre-Booked appointments only. Spend time with a TrackAbout teammate to review your TrackAbout processes and data. If you are new to TrackAbout, take this time to learn more about how you could be using the solution.

In addition to fully exploring the programs available and basic functionality, these combined seminar/workshops will concentrate on areas where features have been added or the user experience has been improved in the new interfaces within the Order to Cash and Purchase to Pay workflows. These sessions are aimed at attendees who have not started the transition to .NET for a particular module and those who are interested in doing a self-paced transition.

End of period processing in Datacor ERP .NET 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 the 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.

If you have occasion to ship via UPS and FEDEX, you’ll be interested in a new integration which Datacor has available.  ShipStation is industry-leading cloud software that helps you organize and manage your ecommerce orders.  Our ShipStation connector lets you designate which orders should be sent to ShipStation and sends order information from Datacor ERP directly to ShipStation as you complete or update an order on the Sales Order Entry (OE1) screen.  Once in ShipStation, you can schedule and manage shipments with FEDEX, UPS, DHL and other shippers.

The CRM Notebook provides a centralized location to efficiently manage many business processes that occur between sales agents, managers, suppliers, customers, and internal office staff. This session will demonstrate and review several such use cases such as:

• Entering and Updating Notes and Call Reports
• Task Management & Distribution
• Complaint Tracking
• Processing Sample Requests & Price Quotes
• Communicating with Notes
• Common Notebook Questions
• Customizing Notes to Fit Your Business
• Notes & Opportunities

Datacor CRM offers a secure and accessible portal that your customers can use to view product information, pricing, SDS, spec sheets, order status, invoices, A/R, and sales history. It also includes fully integrated order processing, where more than 12,000 orders are entered each month.

This session will focus on the setup and operation of the Customer Portal and how your business can take advantage of its timesaving features:

• Customer Setup & Security
• Account Information (Products, Pricing, Orders, Invoices, A/R, Sales)
• Entering Orders in Datacor CRM
• Processing CRM Orders in Datacor ERP
• Order Notification & Confirmation

While there’s a wealth of functions and features within C/S, this class focuses on some of the lesser known features and underutilized utilities. C/S tools discussed in this class address data security, data maintenance, and information access. Topics include methods to secure data on individual screens, browsers, and NRI displays, tools to access information about C/S updates and internal procedures, and utilities to assist with data maintenance and cleanup. Take this class not only to learn about these features, but also to gain hands on experience using them.

Are you intrigued with some of the new C/S features you heard about in the What’s New classes? Are you eager to experiment with functionality new to you and/or included in the latest release of C/S? This class provides an opportunity for you to get hands-on exposure to some of the new features, allowing you to review and evaluate how they can enhance your business practices.

This seminar shows how to extend the power of SmartLists & SmartList Builder to turn data into better business decisions.

A range of features in recent releases of Brill & NC provide ways to improve efficiency & effectiveness. We'll give you a chance to try them in this workshop session.

In this section, we’ll explore how to make the most of TrackAbout’s Rental Calculation module.

• Flat Fees
• Equipment Rental
• Setting up Escalating Rental
• Rental Tiers Bonus: Open discussion about rental reporting needs.

Pre-Booked appointments only. Spend time with a TrackAbout teammate to review your TrackAbout processes and data. If you are new to TrackAbout, take this time to learn more about how you could be using the solution.

This seminar will introduce a new module which has been added to Datacor ERP .NET to handle all aspects of the shipping function, ranging from scheduling shipments, staging the material, loading the truck and creating the invoice.  The new Shipping Module can be used on its own or can integrate with two other Datacor offerings: Warehouse Management System (WMS) and TrackAbout.  Together, these can provide a fully barcode-based solution including proof of delivery for material delivered by your fleet.

In addition to fully exploring the programs available and basic functionality, these combined seminar/workshops will concentrate on areas where features have been added or the user experience has been improved in the new interfaces within the Order to Cash and Purchase to Pay workflows. These sessions are aimed at attendees who have not started the transition to .NET for a particular module and those who are interested in doing a self-paced transition.

Would you like your Datacor ERP system to keep working after you’ve left for the day? The Datacor Task Service, the replacement for the Background Processor, provides the long-awaited solution. In this seminar, we’ll show you how to set up job procedures to run nightly, weekly or even monthly reports and email or print them automatically. Even invoices and future price updates can be automated. We’ll also show you how to use Task Service to run various start of day, end of day and end of month tasks, including making backup copies of your database and doing compact/repairs.

This session will focus on topics specific to the Inventory Control, Purchasing, Safety and Resource Planning modules in Datacor ERP .NET.

Discover how CRM Premium can boost productivity through enterprise grade features!

Join us for a full review of the latest features:

• Automated Database Download
• Website Sales Lead and Product Catalog API
• Mail Archiving
• Maps
• Advanced Analytics

Did you miss a workshop class due to a scheduling conflict? Would you like additional time for your workshop exercises? Responding to feedback from prior Interaxions, we’re giving you that chance! Sign up for this session for the opportunity to independently walk through any of this year’s workshop exercises in our Interaxions environment with C/S team members ready to answer your questions.

A look at practical ways in which formulation can help you understand your products' and company's carbon footprint.

In this session, we'll work through TrackAbout's Physical inventory process which allows for Complete Audits or Cycle Counts at your internal locations. 

With the increased volatility in pricing, the need for accurately costing inventory has become a larger issue for many chemical companies. Datacor ERP .NET 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.

In addition to fully exploring the programs available and basic functionality, these combined seminar/workshops will concentrate on areas where features have been added or the user experience has been improved in the new interfaces within the Order to Cash and Purchase to Pay workflows. These sessions are aimed at attendees who have not started the transition to .NET for a particular module and those who are interested in doing a self-paced transition.

This seminar will demonstrate generating core financials with transactional drill down capabilities using Quick Statements. Listening to customer feedback, Datacor has been developing a simpler and faster method for generating your company’s core financial statements. Leveraging the existing Chart of Accounts we’ll show how to quickly design, maintain and generate an Income Statement, Balance Sheet, and Cash Flow Statement.

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 session is designed to provide attendees the opportunity to spend additional time with 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. In the past, this class has proven to be one of the most anticipated sessions of the conference. 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.

There will be a maximum of 15 companies per 30-minute time slot.

A look at practical ways in which formulation can help you understand your products' & company's carbon footprint.

Whether or not you are using TrackAbout’s Delivery with Integrated Order Sync module (POD), we recommend regularly reviewing and verifying delivery transactions in TrackAbout. This session covers the Delivery verification process and will follow up with a discussion about what to do when real world issues arise, including back orders, no credit returns, driver errors, and more. The workshop will focus on allowing clients to review and work on their own delivery and verification processes or use demonstration data prepared for the conference.

In addition to fully exploring the programs available and basic functionality, these combined seminar/workshops will concentrate on areas where features have been added or the user experience has been improved in the new interfaces within the Order to Cash and Purchase to Pay workflows. These sessions are aimed at attendees who have not started the transition to .NET for a particular module and those who are interested in doing a self-paced transition.

EDI and XML offer Datacor customers the ability to replace manual processes that are sometimes slow and prone to error with faster, more accurate methods. For instance, setting up an EDI interchange will allow your larger customers who prefer to use EDI to submit their orders to you electronically. And with XML you can automate the transfer of orders you’ve received on your website directly to the Datacor ERP. This seminar will drill into the power of EDI and XML and highlight the ways Datacor can help with their setup and configuration.

This session is designed to provide attendees the opportunity to spend additional time with 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. In the past, this class has proven to be one of the most anticipated sessions of the conference. 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.

There will be a maximum of 15 companies per 30-minute time slot.

Learn more about how sales data is structured in Datacor CRM, and the tools that are available to analyze performance and profitability.

Topics will include:

• Summary Dashboards
• Customizing Sales Views
• Sales Reports
• Exporting Sales Data
• Budgets
• Sales by Supplier
• Troubleshooting Sales Discrepancies

Datacor CRM includes numerous options that allow users to communicate with customers, prospects, suppliers, and co‐workers using email. It also has the capability to generate and distribute email notifications and reminders automatically. We will review all these features and learn more about the tools that are available to bridge the gap between the distribution of CRM email and Outlook.

Topics will include:

• Email Generated by Datacor CRM
• Defining Recipients for CRM Mail
• Mail History
• Note Email to Customers, Suppliers, and Co‐Workers
• Report & Document Email
• Creating Mailing Lists in Datacor CRM and CRM Traveler
• Outlook Email, Datacor CRM, and CRM Traveler
• Troubleshooting Mail

We have learned over time what our customers are missing out on! Let us help you by sharing tools that have been around for quite some time, but our customers don't know they exist or how to use them! Join us to see what you've been missing!

Do you feel as though you could be getting more from your formulation software? This workshop explores how to enhance your optimization processes to quickly evaluate changes & market opportunities & looks into the benefits a multi-product optimization tools can bring over a single product optimization approach

This session provides an overview of TrackAbout’s Truck Reconciliation and Manifest module. We’ll explore how the module works individually and paired with the Delivery with Integrated Order Sync module (POD). We’ll also discuss reconciliation issues and provide best practices for how to troubleshoot and resolve them. The workshop will focus on allowing clients to review either their own truck load data or demonstration data prepared for the conference.

The Administration/IT Forum will cover topics involving Datacor ERP 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 Datacor ERP, such as servers, remote access, printers, scheduled tasks, emailing, backup and recovery, etc.

This workshop introduces users to the Datacor ERP .NET database. We will explain some of the basic concepts of the Microsoft Access relational database and show you how you can extend the capabilities of Datacor ERP .NET 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 Datacor ERP .NET, or you are ready to look “under the hood,” this workshop is a must.

Resource Planning is a time-tested business philosophy, supported by the Resource Planning (RP) Module in Datacor ERP .NET. We will discuss Forecasting, Master Scheduling and Material Requirements Planning, along with how related functions outside the Resource Planning Module can impact the success of your implementation. Product consultants will be present to share their experiences with real world implementations of MRP in Datacor ERP and the benefits of a successful deployment.

This seminar will take advantage of the decades’ worth of experience available on the Datacor ERP .NET team to review best practices to get the most from the Datacor ERP software, from application setup and distribution on the server, to system configuration, user interface options and data entry. We’re sure you’ll learn at least one or two techniques that you can use immediately upon returning to your office.

Datacor CRM projects can be used to track various internal processes 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 CRM Administration, giving you full control of content and behavior.

Topics will include:

• Project Setup
• Status & Permissions
• Project Categories
• Entering and Updating Projects
• Project Contacts
• Attachments
• Automatic Notifications
• Use Cases

Learn how to make the most effective use of Datacor CRM while on the road using your phone, tablets, and laptops.

Topics include:

• Trip Planning
• Pre-call Preparation
• On-site Servicing
• Call Report Entry

The ability to manage your pricing is CRITICAL….Orders need to be right, prices need to be right, or you get to do Returns!  Don't put the burden of ‘remembering special pricing situations’ on the shoulders of your order desk personnel.  Let the software do the work!  Join us to learn the secrets.

Conducting periodic Customer Audits will help reinforce the accuracy of your customer balances. TrackAbout provides a two stage Customer Audit, which includes scanning assets at the customer with the TrackAbout mobile app and then reconciling the audit on the TrackAbout website. This workshop will review that process and discuss the latest functionality changes. We’ll also review real-world scenarios to help you reconcile those audits.

This seminar will introduce our newly developed fixed asset module built for the cloud.  We will cover developing costs and asset groups that make sense to your business while automating general ledger journal entries for depreciation and disposal. We'll cover identification of leased assets which is important with the newer FASB ASC 842 accounting standard for private companies in 2022. How having up-to-date asset valuations are helpful when negotiating with vendors for insurance and maintenance coverage.

The portals are the first thing you see when opening Datacor ERP .NET and represent the core of the software. But with over half a dozen data specific portals, some with over a dozen tabs and each of those multiple panels and grids, the sheer amount of data available can be overwhelming. This workshop will focus on solving a number of specific business cases that will demonstrate the full power of the data and functionality available in the portals.

In today’s rapidly changing markets, suppliers are making changes to their prices at an unprecedented pace. Your business must be able to quickly adapt to those changes to maximize margin. In this seminar you will learn the most effective ways to utilize Datacor to keep supplier prices current, how to ensure future costs are accurate and how to notify your customers appropriately.

Datacor provides several opportunities to automate aspects of your business process. From server tasks, EDI, and workflow to new products such as AP Automation, ePayments, and MES, customers may take advantage of several automation opportunities. In this session, we want to hear from YOU regarding where Datacor should focus next. What highly predictable and repeatable tasks does your company struggle to keep up with today? What business processes do you need help automating and controlling? Come to this session prepared to suggest automation opportunities to Datacor, and help us understand the business problems you’re seeking to solve.

This final session includes a status update on C/S in general as well as on our planned future development direction. This class is an open forum to discuss and exchange ideas or concerns, in addition to wrapping up our 2023 Interaxions conversation. Feedback from the community is encouraged, including suggestions for next year’s Interaxions, along with ideas for future enhancements. Suggestions for discussion can be submitted by attendees prior to the conference by emailing cs-support@datacor.com. Please reference this class in the suggestion.

As the final session, the Wrap-up will provide an opportunity to discuss ideas and suggestions that have come to light during the conference, in terms of the Format Solutions Roadmap, Format Solutions services, and Interaxions itself. 

The final session will provide an opportunity to discuss ideas and suggestions that arose throughout the conference, regarding the TrackAbout Product Roadmap, services, Datacor ERP integration and Interaxions itself. 

As the final session, the Wrap-up will provide an opportunity to discuss ideas and suggestions that have come to light during the conference, in terms of Datacor Product Roadmap, Datacor’s services and Interaxions itself.