Complete Distribution Operations Automation Container management and tracking Container receiving automation Charge back processing Streamlined A/P check selection Divisional GL close capability Streamlined invoice/backorder creation Invoice printing and posting automation EDI transaction processing Customer Consignment processing Warehouse management integration 3PL integration Assembly order management Controlled inventory count Extended User-Defined item data Serial # management Operations/ Inventory Management Sales/Customer Service Purchasing Finance/Accounting

Complete Distribution Operations Automation Container management and tracking Container receiving automation Charge back processing Streamlined A/P check selection Divisional GL close capability I/C tracking & reporting Streamlined invoice/backorder creation Invoice printing and posting automation EDI transaction processing Customer Consignments Warehouse management integration 3PL integration Assembly order management UPS/FedEx/USPS integration Advanced UDF Operations/ Inventory Management Sales/Customer Service Purchasing Finance/Accounting Operations Suite

Our Operations Suite and Accounting Essentials products provide the keys to help you streamline your most critical business functions! Operations Core Sales Configurator Advanced BOM SOP Auto Invoice QualityCount Container Management Chargeback Processing Advanced GL Close Freight Matrix Serial Number Edit Advanced User-Defined Fields Enhanced Voucher Selection Customer Consignments Invoice Cloud for Dynamics GP

Operations/ Inventory Management Operations Core – Connects your back office with trading partners, warehouse systems, and 3PLs, allowing you seamless connectivity, uniform business practices and high levels of automation within your distribution operation. Why Operations Core? Adds considerable distribution features and business rules to Dynamics GP Provides out-of-the-box integration with warehouse management systems and 3PL Provides out-of-the-box EDI integration for real-time ASN Who needs it? Any company wishing to fully integrate their warehouse operations and/or 3PL with Dynamics GP Warehouse management integration 3PL integration Assembly order management Controlled inventory count Serial number management Advanced UDF

Operations/ Inventory Management Advanced BOM– Seamlessly integrates the Inventory Assembly module with Sales Order and Purchase Order Processing, providing complete automation through the assembly process. Why Advanced BOM? This product allows you link Sales Orders with Bill of Materials assembly orders. Auto allocate assembled items back to linked Sales Orders Create linked purchase orders from Bill of Materials for shorted items Auto release assembly orders once purchased items have been received. Who needs it? Any company that does light assembly and/or uses a bill of materials for inventory items Warehouse management integration 3PL integration Assembly order management Controlled inventory count Serial number management Advanced UDF

Operations/ Inventory Management Quality Count –Provides the detailed, controlled methodology, with full tag control, expected by demanding material control and auditing professionals. Why Quality Count? Allows you to conduct physical inventory while other business activities are taking place Allows you to create cycle counts based on ABC Codes Who needs it? Any customer who performs a physical inventory and thinks the process is cumbersome and error-prone. Any customer who wants to implement a consistent physical inventory strategy that involves cycle and/or full inventory counts Warehouse management integration 3PL integration Assembly order management Controlled inventory count Serial number management Advanced UDF

Operations/ Inventory Management Serial Number Edit – Enhances the serial number tracking capability of Microsoft Dynamics GP to include drop ship items, and allows editing of serial numbers for all items sold or in stock. Why Serial Number Edit? Includes drop ship items Editing of serial numbers for all sold or in stock Who needs it? Customers that drop-ship their serialized products Any business that tracks serial numbers in inventory Warehouse management integration 3PL integration Assembly order management Controlled inventory count Serial number management Advanced UDF

Operations/ Inventory Management Advanced User-Defined Fields – Provides a versatile array of user-configurable fields to extend master records and sales and purchase order document headers and lines. The user may configure up to 31 fields, in an assortment of types. Why Advanced UDF? User-defined field labels Fields may be designated as required Displays only the fields that are configured with a field label If used in conjunction with Operations Core fields can be configured to be sent to the warehouse system Who needs it? Companies that need to track and report on additional data elements for items, sales transactions and/or purchase orders (current release) Companies that need to share this additional information with their integrated warehouse or 3PL (Operations Core module required) Warehouse management integration 3PL integration Assembly order management Controlled inventory count Serial number management Advanced UDF

Sales/Customer Service SOP Auto Invoice – Automates the sales order transfer process, and provides automatic invoice printing and posting capabilities to streamline any distribution business. Why SOP Auto Invoice? Quicker revenue recognition Auto-print, auto-create back order and auto-post invoices Who needs it? Any business that has more than a handful of orders per day Streamlined invoice/backorder creation Invoice printing and posting automation EDI transaction processing Sales Configurator capabilities Custom freight matrix design capability Customer Consignments

Sales/Customer Service Sales Configurator – Allows you to create and sell customer-specific configurations. Configurations can be placed on sales order documents as SOP kit lines, individual sales order lines, or can be designated as an “assemble to order” configuration to be assembled with the BOM module. Why Sales Configurator? When selling customizable products, it’s important to manage the sale as part of the business management system rather than tracking custom options separately in spreadsheets Allows the customer to configure products based on customer preferences Who needs it? Any business that sells customizable products to customers, regardless of industry or product type Streamlined invoice/backorder creation Invoice printing and posting automation EDI transaction processing Sales Configurator capabilities Custom freight matrix design capability Customer Consignments

Sales/Customer Service Freight Matrix – provides capability to define freight charges based on ranges of order totals or shipping weight, for user-defined shipping zones and methods, and applies these charges as orders/invoices are entered Why Freight Matrix? Quote freight at the point of order entry User defined freight charges by shipping zone or postal code range and shipping method Who needs it? Customers that perform catalog sales Streamlined invoice/backorder creation Invoice printing and posting automation EDI transaction processing Sales Configurator capabilities Custom freight matrix design capability Customer Consignments

Sales/Customer Service Customer Consignments – Adds complete consignment processing management to Dynamics GP Sales Order Processing. Why Customer Consignments? Setup options allow you to control consignment orders by customer, by consignment stock location, or both Auto-posting of transfers between stock and consignment locations Complete integration with Operations Core and SOP Auto Invoice Who needs it? Companies who ship product to their customers in advance of the customer paying for it Streamlined invoice/backorder creation Invoice printing and posting automation EDI transaction processing Sales Configurator capabilities Custom freight matrix design capability Customer Consignments

Why Container Management? Purchasing Container Management – Adds functionality for importers, including manifest entry and vessel tracking, providing you with all the tools you need to track the purchase and receipt of imported inventory items Why Container Management? Provides customers with visibility to item status Eases the receiving process Reduces paperwork on the receiving dock Provides FOB Receiving Who needs it? Customers that receive products that are shipped via container Container management and tracking Container receiving automation

Why ChargeBack Processing? Finance/Accounting ChargeBack Processing – provides deductions management capability for cash receipts processing to meet the needs of wholesale distribution businesses. Why ChargeBack Processing? One-step entry of chargebacks during Cash Receipt processing Improved cash flow through accurate chargeback tracking and instant access to information during collections Who needs it? Any business which sells/distributes products to the major chains-regardless of industry or product type Charge back processing Streamlined A/P check selection Divisional GL close capability I/C tracking & reporting Automated invoice presentment and payment

Why Enhanced Voucher Selection? Finance/Accounting Enhanced Voucher Selection – Streamline your voucher selection process while viewing the information you need to make informed payment decisions in Microsoft Dynamics GP Why Enhanced Voucher Selection? Ability to see every voucher that you want to pay from one window Change or edit the amount paid from one window Who needs it? Any organization that uses Payables Management Charge back processing Streamlined A/P check selection Divisional GL close capability I/C tracking & reporting Automated invoice presentment and payment

Finance/Accounting Advanced G/L Close – Provides the capability to select additional segments when closing to divisional account segments in Microsoft Dynamics GP Why Advanced GL Close? Advanced GL Close helps companies complete multi-division/multi-segment Retained Earning tracking Assists Not For Profit organizations when tracking multiple Fund Balances Who needs it? Any organization using more than a two-segment chart of accounts that needs to close the additional segments to Retained Earnings Charge back processing Streamlined A/P check selection Divisional GL close capability I/C tracking & reporting Automated invoice presentment and payment

Why Invoice Cloud for Dynamics GP? Finance/Accounting Invoice Cloud for Dynamics GP – Provides electronic invoice presentment and processing with a secure, PCI-Compliant web-based infrastructure branded for each billing entity Why Invoice Cloud for Dynamics GP? Billers save money and speed up cash flow seamlessly and securely moving paper invoices and checks to electronic bills and payments Who needs it? Customers looking to streamline their invoice to payment process Charge back processing Streamlined A/P check selection Divisional GL close capability I/C tracking & reporting Automated invoice presentment and payment

Complete Wholesale Distribution Company Automation Operations/ Inventory Management Warehouse management integration 3PL integration Assembly order management UPS/FedEx/USPS integration Sales/Customer Service Streamlined invoice/backorder creation Invoice printing and posting automation EDI transaction processing Purchasing Container management and tracking Container receiving automation Finance/Accounting Charge back processing Streamlined A/P check selection Divisional GL close capability I/C tracking & reporting

Complete Distribution Operations Automation Container Management ChargeBack Processing Enhanced Voucher Selection Advanced GL Close Invoice Cloud for Dynamics GP SOP Auto Invoice Sales Configurator Freight Matrix Customer Consignments Operations Core Advanced BOM Quality Count Serial Number Edit Advanced UDF Operations/ Inventory Management Sales/Customer Service Purchasing Finance/Accounting