1. Click arrows to advance slides ESC to exit www.windowareaccounting.net1 Del Mar Data Systems Shop Management Software

2. Click arrows to advance slides ESC to exit www.windowareaccounting.net2Overview Del Mar Data Systems shop management software is an affordable yet powerful solution for the small to medium sized shop. This demonstration follows the same sequence a job would follow, starting with the quote and ending with shipment and follow up. Use the arrows at the bottom of each screen to navigate from screen to screen. Use the to jump directly to a specific section. To exit the presentation, hit the ESC key.

3. Click arrows to advance slides ESC to exit www.windowareaccounting.net3 The Quotation screen is used to prepare and print the quote Use the Materials Requirements Calculator and the Quote Cost Estimate screens to help build up the quote Quote the Job Click here to automatically turn a quote into an order

4. Click arrows to advance slides ESC to exit www.windowareaccounting.net4 The Materials Requirement Calculator helps estimate material costs. Select material, enter cost per pound, define the part specifications to calculate material needed and estimated material cost. Quote the Job

5. Click arrows to advance slides ESC to exit www.windowareaccounting.net5 The Quote Estimate Worksheet function is to define the processes and calculate the estimated costs for each step required to manufacture the part. Quote the Job Enter a fixed cost and the estimated cost per piece Compute the estimated cost for up to 5 different quantities

6. Click arrows to advance slides ESC to exit www.windowareaccounting.net6 Quote the Job The quote can be printed, emailed, or faxed

7. Click arrows to advance slides ESC to exit www.windowareaccounting.net7 Take the Order Basic order header information Order line items. Multiple lines per order Separate ship to and bill to address. Multiple ship tos per customer Lets you quick plan the job & print a traveler now! Order Entry is used to enter, ship, and invoice an order.

8. Click arrows to advance slides ESC to exit www.windowareaccounting.net8 Schedule Deliveries Schedule multiple delivery dates per order line item Each order line item can have an unlimited number of delivery dates. Each schedule date can have its own unique PO number

9. Click arrows to advance slides ESC to exit www.windowareaccounting.net9 Plan the Job A Master Planning is defined for each part. Operation number, work center, description, setup, and runtime for each step of the planning is defined here. Once a master planning is defined, a job can be quick planned directly from the Order Entry screen. The work center operations templates can be used to quickly create a master planning for a part

10. Click arrows to advance slides ESC to exit www.windowareaccounting.net10 Plan the Job The Work Center Update screen is used to define each work center in the shop. Each work center has specifications to describe a variety of standard templates used to quickly plan jobs.

11. Click arrows to advance slides ESC to exit www.windowareaccounting.net11 Plan the Job Revision History screen allows you to maintain a complete part revision history. Keep track of rev, date revised, reason for change, and changed by.

12. Click arrows to advance slides ESC to exit www.windowareaccounting.net12 Plan the Job The Schedule Jobs screen uses the part master planning to schedule the job and a print the shop traveler. Enter the due date and the system will schedule the job based upon the setup and run time of each operations. Define non-work days in the holiday schedule in the Control File to exclude those days from the schedule As operations are completed, they drop off the schedule. The remaining operations can be rescheduled at any time by adjusting the release quantity and due date, then recalculate

13. Click arrows to advance slides ESC to exit www.windowareaccounting.net13 Plan the Job Example of a printed traveler Bar Code technology is used to track job status and capture labor costs

14. Click arrows to advance slides ESC to exit www.windowareaccounting.net14Purchasing The Purchase Order screen is used to create purchase orders. A PO can have multiple line items. Items may be purchased for a specific job or for inventory. Separate PO and Stock quantity lets you purchase and stock in different units of measure, such as purchasing in lbs and stocking in bars. You can define a library of standard boilerplate notes to easily drag and drop on to a PO

15. Click arrows to advance slides ESC to exit www.windowareaccounting.net15Purchasing Part Purchase History Order screen provides a purchase history listing, in part number order. Find a vendor, compare vendor prices and delivery performance.

16. Click arrows to advance slides ESC to exit www.windowareaccounting.net16Purchasing PO Inquiry by Vendor screen provides a purchase history listing, in part number order, for a specific vendor.

17. Click arrows to advance slides ESC to exit www.windowareaccounting.net17Purchasing The PO Inventory Receipt/Rejection screen is used to receive purchased items into inventory. This screen is also used to reject previously received items. Rejection automatically reopens the PO. Click here to receive all items on the PO complete

18. Click arrows to advance slides ESC to exit www.windowareaccounting.net18 Job Tracking The Open Job by Due Date screen provide a quick glance of all open jobs in due date order. Click here to drill down and view job details.

19. Click arrows to advance slides ESC to exit www.windowareaccounting.net19 Job Tracking The Work Center Load screen provide a quick glance of all open job operations scheduled to be run in a specific work center, in due date order. Displays the total hours scheduled in the work center

20. Click arrows to advance slides ESC to exit www.windowareaccounting.net20 Job Tracking The Production Schedule report lists all open jobs, remaining operations with schedule dates Quickly spot past due jobs work center, hours, est. completion date and day.

21. Click arrows to advance slides ESC to exit www.windowareaccounting.net21 Job Tracking The Capacity Schedule reports all open jobs by work center This report spreads the scheduled hours to show where each work center is over or under scheduled.

22. Click arrows to advance slides ESC to exit www.windowareaccounting.net22 Job Tracking The Schedule Jobs screen is also a job tracking tool. As operations are completed, they automatically drop off the screen. Bar Code is not required to use our software. Simply click DONE when op is completed and it will drop off the schedule

23. Click arrows to advance slides ESC to exit www.windowareaccounting.net23 Job Tracking The Data Collection screen is used by employees to clock into and out of job operations. Employees can clock into multiple jobs at the same time Enter number of pieces completed so the system knows when the operation is complete

24. Click arrows to advance slides ESC to exit www.windowareaccounting.net24 Job Tracking The Employee / Job Inquiry screen displays all employees currently clocked in, job/operation currently being worked, and the date/time job/operation was started. Shop foreman can review/adjust times should an employee not clock out at shift end

25. Click arrows to advance slides ESC to exit www.windowareaccounting.net25 Job Tracking The Work Center Load screen provide a quick glance of all open job operations scheduled to be run in a specific work center, sorted by run date. Bar Code is not required to use our software. Simply click DEL when op is completed and it will drop off the schedule

26. Click arrows to advance slides ESC to exit www.windowareaccounting.net26 Job Cost There are 4 elements of job cost; Material, Labor, Burden, and Outside Process. Labor and burden costs are captured using the data collection screen. Material costs are charged when items are issued from inventory. Items purchased directly for a job and outside processing costs are charged to the job through the Purchasing and Accounts Payable modules.

27. Click arrows to advance slides ESC to exit www.windowareaccounting.net27 Job Cost The Employee Update screen is used to define an employee number, labor rate, and shift start and end time. An employee badge with bar code can be printed for use with bar code tracking. The labor rate is used to calculate the labor portion of job costs. In the utility section, you can set a limit to the number of minutes an employee can clock in early or late. (default is 15 minutes). If the employee clocks in or out within the limit, the time automatically adjusts to the shift start or end time

28. Click arrows to advance slides ESC to exit www.windowareaccounting.net28 Job Cost Define the burden rate of the work center. The burden rate can be an hourly rate, a calculated percentage of the labor cost or a combined (labor + burden) cost

29. Click arrows to advance slides ESC to exit www.windowareaccounting.net29 Job Cost The Job Cost Update screen can be used to manually enter or adjust job costs

30. Click arrows to advance slides ESC to exit www.windowareaccounting.net30 Job Cost The Job Cost screen displays a detailed accounting of all costs accumulated against a job.

31. Click arrows to advance slides ESC to exit www.windowareaccounting.net31 Ship/Invoice The Shipment Entry screen is used by the shipping department to ship orders and print a shipper /packing slip. No pricing is displayed on this screen and editing is limited to freight, ship via, and quantity shipped. These functions can also be performed on the Order Entry screen.

32. Click arrows to advance slides ESC to exit www.windowareaccounting.net32 Ship/InvoiceShip/Invoice The ORDER VIEW ALL screen displays a summary of the status of all line items on an order

33. Click arrows to advance slides ESC to exit www.windowareaccounting.net33 Internet Follow up This is a web based screen which allows you to post order status and shipments to the Internet. This allows your customers to follow up on the status of their orders anytime of the day or night. Customer access is restricted to their orders only.

34. Click arrows to advance slides ESC to exit www.windowareaccounting.net34 Sample Reports The Del Mar Shop Management software includes a comprehensive reporting system. All reports include a selection screen similar to the example seen here. All reports have the option to be viewed to the screen prior to printing. A viewed report can be printed entirely, print a single page, or a range of pages. Following is a small sample of the many reports available. Additionally, there is a report writer which allows you to construct your own reports. These reports can be printed or exported to other applications such as Microsoft Excel. In the above example, the user can select a range of customers combined with a range of due dates and select to sort or group the report by customer, by due date, or by part number and choose to include or exclude dollar amounts. This means that this one report can be viewed in 6 variations..

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46. Click arrows to advance slides ESC to exit www.windowareaccounting.net46 Del Mar Data Systems Thank you for taking a tour of our shop management software. Should you require additional information, visit the website at: www.windowareaccounting.net Or write to: Del Mar Data Systems 1442 Lincoln Ave Suite 351 Orange, CA 92865 (714) 282 8639 Hit the ESC key to end the demonstration