Slide # 1 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. A Moment of Truth … Are you looking for a better way to build your business than card files and Post-It Notes? Have you ever missed a sale due to lack of follow up? What if you paid yourself on April 15 instead of your accountant?

Slide # 2 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Welcome to MLM Easy Money!!! Where Post-It Notes are just something for your kids to play with! Where follow up is guaranteed (and even automated)! Where doing your taxes is as easy as…

Slide # 3 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Getting Your Nails Done! = Doing your taxes!

Slide # 4 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Setting up the program Establishing your starting inventory Building your contact and customer database Entering commissions and expenses Entering sales from a party Printing an invoice Generating a Party Recap Importing information from HQ Office Live Doing your taxes Tips and tricks for getting around in the program Topics

Slide # 5 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Settings To set tax, freight and preference settings Click on Help and then on Setup Wizard or Click on Sales, Purchases or Preferences on the Settings menu

Slide # 6 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Sale Settings Freight on product sales If you charge your customers freight check the box Enter a fixed Minimum or Handling Charge Enter a Rate % (e.g. 10 for 10%) Select the method for calculating and allocating freight (typically “Retail price”)

Slide # 7 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Sale Settings (cont’d) Tax on product sales If any of your product sales are taxable, check the box If you charge your customers sales tax, check the box Enter your Sales Tax rate (e.g. 5 for 5%) Select the method for calculating and allocating sales tax If freight by itself isn’t taxable, check the box

Slide # 8 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Purchase Settings Freight on product purchases Leave the box unchecked Enter the Rate % (10 for 10%) Select Retail Price as the method used to calculate freight

Slide # 9 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Purchase Settings (cont’d) Tax on product purchases Leave the box unchecked Enter your Sales Tax rate (e.g. 5 for 5%) Select the method for calculating and allocating sales tax If freight by itself isn’t taxable, check the box

Slide # 10 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Starting Inventory To establish your starting inventory If your software starting date is after your consultant starting date Enter a purchase on the day before your “starting” date, that covers all of the product you have on your shelf as of that date (see ReadMe File on the Help menu for details on entering purchases) Use typical cost, tax and freight values Enter “Starting Inventory” in the Comment field on the Purchases screen If your software starting date is the same as your consultant starting date You do not need to establish a starting inventory

Slide # 11 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Transferring Data from HQ Office Direct Updating updates your products, purchases and downline information automatically, without having to manually enter any data DOWNLOAD an MLM Easy Money update file (.ezd) from the HQ Office Live web site UPDATE your MLM Easy Money database using the data in the downloaded file

Slide # 12 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Downloading from HQ Office Open an Internet connection and browse to HQ Office Live Log in Click on Data/Reports

Slide # 13 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Downloading from HQ Office (cont’d) Click on Create MLM Easy Money Update Files

Slide # 14 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Downloading from HQ Office (cont’d) Select a time Period upon which the update file will be based Each month’s purchases must be downloaded and updated individually (sequence not important) Downloading and updat- ing multiple times for the same month is fine and will not duplicate data Click on Create MLM Easy Money Update File

Slide # 15 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Downloading from HQ Office (cont’d) Click on Data/Reports (any one)

Slide # 16 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Downloading from HQ Office (cont’d) Click on Download the File

Slide # 17 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Downloading from HQ Office (cont’d) Click on Click here Select Open this file from its current location or just Open (Windows XP) This will automatically open MLM Easy Money and take you to the following window, once the file is finished downloading.

Slide # 18 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Updating in MLM Easy Money (cont’d) Confirm the.ezd file dates Specify whether each product’s “Active” status should be set based on the data in the update file Select the appropriate Product Taxability option, Select the appropriate Business Item Taxability option Click on Update Once updating is complete, the program will restart and an Update Direct Summary will be displayed

Slide # 19 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Updating in MLM Easy Money (cont’d) Update Direct Summary Purchase information Downline information

Slide # 20 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Samples and Supplies Direct Updating enters Part 2: Samples and Part 3: Supplies as Business Items This allows them to be handled as simple Expenses so that you: Get the deduction immediately Don’t have to manage inventory on these items

Slide # 21 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Viewing Updated Orders To view orders transferred during Direct Updating: Click on Purchases Click on Edit Purchases Double click on an order to edit Click on No Change to clear the screen without making changes

Slide # 22 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Contact Groups Affiliation: associates a person with a specific business Primary Relation: primary business relationship Addl. Primary Relations: additional business or personal relationships (e.g. Friend or Xmas Card List) Secondary Relation: a subgroup within the selected Primary Relation

Slide # 23 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Entering Contacts To enter a new contact Click on New Listing Enter First and Last name Select a Primary Relation Enter as much additional information as desired Click on Save Listing

Slide # 24 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Entering Contacts (cont’d) To modify an existing contact Select a listing to modify Make changes or additions as desired Click on Save Listing

Slide # 25 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Entering Contacts (cont’d) To enter a new Contact from the Sales screen Click on the second ellipsis (...) button Select New listing Make entries and click on OK You can also go back and forth between Contacts and Sales or Purchases without losing entries

Slide # 26 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Adding Events Click on the ellipsis (...) button Click on Add Enter the Date and Description Select the Host or add a new one Unlinked expenses = Part 2 Samples allocation Click on Save

Slide # 27 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Entering Sales The Sales screen is used to record all INCOME RESULTING DIRECTLY FROM THE SALE OF PRODUCTS IN YOUR PERSONAL INVENTORY. Products sold using the Sales screen are automatically removed from your personal inventory.

Slide # 28 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Entering Sales (cont’d) Enter the Date Invoice # should be automatically entered Select the Customer or add a new one (second ellipsis button) Select an Event or add a new one (ellipsis button) Select the pay Method Check boxes as appropriate

Slide # 29 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Entering Sales (cont’d) Select the products by Item # or Description Enter the Qty (if more than 1) Enter Gift Certificates as Discounts Enter the Freight and Tax (or have the program enter them for you) Enter the Hostess Credit as Credit Click on Record Sales

Slide # 30 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Printing or ing an Invoice Click on Invoices Click on the invoice(s) to be printed Click on Preview or Print Click on Upload to upload batches of invoices to ProPay for credit card processing Click on to send HTML invoices to your clients Click on Customize to modify the appearance of all invoices

Slide # 31 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Party or Host Recap Go to the Reports screen Click on Preview or Print Click on Event or Host Summary Click on the party and then on Select

Slide # 32 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Entering Income The Income screen is used to record all INCOME NOT RESULTING DIRECTLY FROM THE SALE OF PRODUCTS IN YOUR PERSONAL INVENTORY (e.g. Bonus check)

Slide # 33 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Entering Income (cont’d) Select the Date Select the Category Enter the Amount Select the Method of payment Click on Record Income To edit, click on Edit Income, then double click on the entry you want to edit

Slide # 34 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Entering Expenses The Expenses screen is used to record all EXPENSES NOT DIRECTLY RESULTING FROM THE PURCHASE OF PRODUCTS FOR YOUR PERSONAL INVENTORY (e.g. Postage, Mileage)

Slide # 35 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Entering Expenses (cont’d) Select the Date Select the Category Enter the Amount (for Travel, Meals, Entertainment and Mileage use the wizard) Select the Method of payment Click on Record Expenses To review or make changes, click on Edit Expenses, then double click on the entry you want to edit

Slide # 36 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Tax Time Set the Current Time Period to the correct tax period Go to the Reports screen Click on Income Tax Report and then on Print Use the Backup option on the File menu to back your data up to a floppy Optional: Click on Expenses, then on History, then on Print (put this report with your tax records)

Slide # 37 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Tips and Tricks Entering Dates Click on the ellipsis (...) button then click on the date Use Up and Dn arrow keys to scroll 1 day Use PgUp and PgDn keys to scroll 1 week Auto fill when typing

Slide # 38 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Tips and Tricks (cont’d) Selection boxes Select with mouse Type to select Use Up and Dn arrow keys (scroll 1 item) Phone numbers and credit card Auto formatting (just enter the numbers – no spaces, hyphens or formatting)

Slide # 39 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Tips and Tricks (cont’d) View contacts in a customizable, sortable display Secondary address info Send an to this contact View or edit a contact’s scheduled activities Additional credit cards Quick history of a contact’s purchases Quick history of a contact’s Events

Slide # 40 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Tips and Tricks (cont’d) Entry Grid Select Boxes Shift with Up or Dn arrow key (scroll 1 item) Type to select Display Grids Click on any column heading to sort Right click, then left click on Print Grid to print the sorted list Hover and then click to adjust column widths

Slide # 41 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Tips and Tricks (cont’d) Settings Click on tax and freight labels to edit settings (Sales and Purchases) Click on custom contact field labels to edit headings Click on Schedule label to edit Schedules

Slide # 42 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Tips and Tricks (cont’d) Right click To add choices to selection boxes To add or edit display grid entries To add or edit appointments (daily, weekly or monthly view) To clear single lines in grid displays

Slide # 43 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Tips and Tricks (cont’d) Backing up all of your data Click on the Backup option on the File menu Click on Browse Select a backup folder that’s not on your main hard drive (Note: Windows can’t write directly to a CD yet. Back up to your C drive and then copy the file on to a CD) Click on Backup

Slide # 44 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Congratulations! This presentation is also available via the Training option on the Help menu For links to all of our tech support resources please click on the Help menu or go to: