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1 Brokers Plus System Features 1 Brokers Plus Modules &

2 Brokers Plus System Features 2 Functions

3 Brokers Plus System Features 3 Brokers Plus Modules & Functions CRM / Project Mgmt - cptracker Enterprise Interfaces BP Customers BP Principals/Vendors BP Warehouses Bulk ing Customers & Prospects about sales Use Query Wizard for Targeted s Sales Prospecting Calendars Contact Log / Helpdesk Project/Task Management System Options Inventory Management Inventory by Lot Receiving Arrival Notice... 20

4 Brokers Plus System Features Shipping Declaration Lot ETA Monthly Calendar Inventory by Product Inventory by Principal Lookups Warehouses Shippers Ship From (FOB) Ship To (POD) Product Categories Sub Categories Lot Status Types Lot Adjustment Reasons Lot Expense Types Unit of Measure Packing Types Picking Ticket Instructions Reports Products by Principal Products by Product Product Status Product Value by Location Lot Adjustment Totals Lot Activity Lot Adjustment Browse with Query Wizard Purchasing / Order Confirmations Order Types Order Confirmation Principal Product Principal Material Principal Service Company PO Lot Receiving Shipping Expenses Table Lot Adjustment Processing Unlimited Attachments Sold To Customer Browse Unlimited Lot Statuses can be defined Query, Report & Excel Wizards In-Transit / To Be Shipped Browse Query Wizard OC/PO Update Arrival Notice Shipment Declaration Report Wizard Excel Wizard... 31

5 Brokers Plus System Features Principal, Customer & Warehouse Post to A/P and G/L Customer Contracts, Orders, RMAs and Backorders Orders Reporting Report Wizard Excel Wizard Print Warehouse Pick Ticket Unlimited Shipping Instructions Print Invoice Post to Customer A/R Account Post to G/L Order Types Sales Memo Sample Order Contract Release Manually Entered Auto Generated Generate OC's in the PO Module - items linked Auto Credit Limit Check Unlimited Notes Unlimited Attachments Contracts Auto generate Orders and OCs Additional options to come Unlimited Notes Unlimited Attachments Unlimited Shipping Instructions Print Contract Option to include $ Totals Report Wizard Excel Wizard Contract Items Prior Contract Linking Discount Processing Return Authorizations Reporting Report Wizard Excel Wizard Print RMA Print Credit Memo Post to A/R Post to G/L Print Return Descrepancy Return Reasons Charge Restocking Fee... 42

6 Brokers Plus System Features Product Selection Select From Prior Order Select from Principal Products Actions to Take Options Issue Credit Create Replacement Order Create Lot Backorder Processing Backorder Report Backorder Browse Sales Reports Accounts Receivable Customer Maintenance Customer Account Inquiry Print/ Statement Print/ Letter Customer Reports Cash Forecast Aged Trial Balance Past Due Credit Balance Zero Balance A/R Analysis Commission collections Principal is customer Commission posted to A/R Statements Detail Summary Finance Charges Calculation Report Adjustments Payment Finance Charge Commission Misc Write off Deposits/Receipts Open Credits Generate Finance Charges Posting Accounts Payable Principals & Vendors Enter/Pay Invoices... 50

7 Brokers Plus System Features Post to G/L Put on Hold Pay via Check or Wire Print Payment Candidate List Print Checks Post Payments Void Permanent Reopen Query Wizard Report Wizard Excel Wizard Invoice Update Form Invoice/Credit Memo Types Pay on Behalf of (Company) G/L Distribution Related Lot Adjustment Browse Related Lots Received Browse Discounts Paid Invoice Inquiry Invoice History Reports Cash Forecast Open Payables Aged Trial Balance Aging by Due Date Aging by Invoice Date General Ledger Chart of Accounts Default Posting Accounts (29) Multi-Company Capable Account Inquiry by Company Reports by Company Multi-Principal Capable Account Inquiry by Principal Reports by Principal Reports Trial Balance Financial Statements Balance Sheet Income Statement Profit & Loss Journal Entry Budgets Print Companies... 61

8 Brokers Plus System Features Broker Distributor Sweep Principal Module Reports Aging Statement Principal Inventory Transfer Report Net Margin Report Cash Receipts by Date Range Accounts Payable Principal Invoices Income Statement Tertiary Balance Sheet Trial Balance Gross Margin Report Sales by Customer Sales by Date Range Thin Client Access Secure (only see their data) Customer Account Query (only their invoices Product Sales Analysis Browse with Query Wizard and Drilldown Report Wizard Excel Wizard Report Builder Brokers Broker Maintenance Print Internal / External Types Unlimited Notes Commissions Reports Aging by Broker Invoiced Sales by Broker Receipt Statement Banking Account Register Maintain multiple accounts Query/Report/Excel Wizards Transaction Types Check Wire Transfer Deposit Withdrawal... 67

9 Brokers Plus System Features Adjustment Interest Earned Service Charge Beg Balance Funds Transfer G/L Interface Reconciliation Reports Reconciliation Account Register Account Report Wizard Account Excel Wizard Online Banking Warehouse Receiving Reports Thin Client Access PO/OC Interface RMA Interface Audit Trail Who did what and when Undelete Activity Log Browse Security User Login Groups Configure at runtime (Ctrl-F8) Change Login Change Password Lock Screen Anything can be secured Customer Web Interface Place Orders via web Check Order Status Check Availability? SystemWide Tools Query Wizard Report Wizard Excel Wizard Robust Report Builder Save Reports to PDF Customer Principal Warehouse Sales Prospect... 79

10 Brokers Plus System Features EZHelp What's This? popup help F1 Context Sensitive Help Help & Manual (HTML) User Manual Help & Manual (PDF) MS SQL Server Fast Scalable Safe Connect via IP Address Client Server Backup Tools Export Tools Many 3rd Party Tools Run Nightly Scripts Works with most Web Dev Tools... 82

11 Brokers Plus System Features 11 1 CRM / Project Mgmt - cptracker Enterprise

12 Brokers Plus System Features Interfaces Flip a switch and BP customers, principals, vendors and warehouses also get added to the BP database. Maintain contact data in cptracker and the changes will be synched with Brokers Plus.

13 Brokers Plus System Features BP Customers BP Principals/Vendors BP Warehouses 1.2 Bulk ing

14 Brokers Plus System Features Customers & Prospects about sales Use Query Wizard for Targeted s 1.3 Sales Prospecting 1.4 Calendars 1.5 Contact Log / Helpdesk

15 Brokers Plus System Features Project/Task Management Powerful project management capabilities.

16 Brokers Plus System Features 16

17 Brokers Plus System Features 17 2 System Options

18 Brokers Plus System Features 18

19 Brokers Plus System Features 19 3 Inventory Management 3.1 Inventory by Lot

20 Brokers Plus System Features Receiving Arrival Notice Shipping Declaration Lot ETA Monthly Calendar 3.2 Inventory by Product

21 Brokers Plus System Features 21

22 Brokers Plus System Features Inventory by Principal 3.4 Lookups Warehouses Warehouses and Shippers are stored in the same file.

23 Brokers Plus System Features Shippers Warehouses and Shippers are stored in the same file Ship From (FOB)

24 Brokers Plus System Features Ship To (POD) Product Categories Sub Categories Lot Status Types Lot Adjustment Reasons Lot Expense Types Unit of Measure Packing Types Picking Ticket Instructions 3.5 Reports Products by Principal Products by Product Product Status Product Value by Location Lot Adjustment Totals Lot Activity 3.6 Lot Adjustment Browse with Query Wizard 4 Purchasing / Order Confirmations 4.1 Order Types

25 Brokers Plus System Features 25

26 Brokers Plus System Features Order Confirmation Print:

27 Brokers Plus System Features Principal Product Principal Material Principal Service Company PO 4.2 Lot Receiving Receiving:

28 Brokers Plus System Features 28 Lot tab: The lot is automatically linked to the customer order item, status is set to Inactive as the above lot went entirely to the customer as part of their contract.

29 Brokers Plus System Features Shipping Expenses Table Lot Adjustment Processing

30 Brokers Plus System Features Unlimited Attachments Sold To Customer Browse Unlimited Lot Statuses can be defined Query, Report & Excel Wizards In-Transit / To Be Shipped Browse

31 Brokers Plus System Features Query Wizard OC/PO Update Arrival Notice Shipment Declaration Report Wizard Excel Wizard Principal, Customer & Warehouse 4.3 Post to A/P and G/L 5 Customer Contracts, Orders, RMAs and Backorders 5.1 Orders

32 Brokers Plus System Features 32

33 Brokers Plus System Features Reporting Report Wizard Excel Wizard Print Warehouse Pick Ticket Unlimited Shipping Instructions

34 Brokers Plus System Features Print Invoice Post to Customer A/R Account Post to G/L Order Types Sales Memo Sample Order Contract Release Manually Entered Auto Generated

35 Brokers Plus System Features Generate OC's in the PO Module - items linked Auto Credit Limit Check Unlimited Notes Unlimited Attachments 5.2 Contracts

36 Brokers Plus System Features 36

37 Brokers Plus System Features Auto generate Orders and OCs

38 Brokers Plus System Features Additional options to come Unlimited Notes Unlimited Attachments Unlimited Shipping Instructions Print Contract Option to include $ Totals

39 Brokers Plus System Features Report Wizard Excel Wizard Contract Items Prior Contract Linking 5.3 Discount Processing 5.4 Return Authorizations

40 Brokers Plus System Features 40

41 Brokers Plus System Features Reporting Report Wizard Excel Wizard Print RMA Print Credit Memo Post to A/R Post to G/L

42 Brokers Plus System Features Print Return Descrepancy Return Reasons Charge Restocking Fee Product Selection

43 Brokers Plus System Features Select From Prior Order Select from Principal Products Actions to Take Options Issue Credit Create Replacement Order Create Lot 5.5 Backorder Processing Backorder Report Backorder Browse 5.6 Sales Reports 6 Accounts Receivable 6.1 Customer Maintenance

44 Brokers Plus System Features 44

45 Brokers Plus System Features 45

46 Brokers Plus System Features Customer Account Inquiry

47 Brokers Plus System Features Print/ Statement Print/ Letter Customer 6.3 Reports Cash Forecast Aged Trial Balance Past Due Credit Balance Zero Balance A/R Analysis 6.4 Commission collections Principal is customer Commission posted to A/R 6.5 Statements Detail Summary 6.6 Finance Charges Calculation Report 6.7 Adjustments

48 Brokers Plus System Features Payment Finance Charge Commission Misc Write off 6.8 Deposits/Receipts

49 Brokers Plus System Features Open Credits 6.10 Generate Finance Charges 6.11 Posting When a sales memo is invoiced, invoices are printed grouped on companies. For AR posting, since we need to keep track of the company AND principal for filtering purposes, AR postings will be totaled on the company and principal matching only.

50 Brokers Plus System Features 50 7 Accounts Payable 7.1 Principals & Vendors 7.2 Enter/Pay Invoices Tag invoices for Payment, Put on Hold, Remove Hold, Clear Payment Candidate.

51 Brokers Plus System Features 51

52 Brokers Plus System Features Post to G/L Put on Hold Pay via Check or Wire Print Payment Candidate List Print Checks

53 Brokers Plus System Features Post Payments

54 Brokers Plus System Features Void

55 Brokers Plus System Features Permanent Reopen Query Wizard Report Wizard Excel Wizard Invoice Update Form

56 Brokers Plus System Features Invoice/Credit Memo Types Pay on Behalf of (Company) G/L Distribution Related Lot Adjustment Browse

57 Brokers Plus System Features Related Lots Received Browse Discounts 7.3 Paid Invoice Inquiry

58 Brokers Plus System Features Invoice History 7.5 Reports Cash Forecast Open Payables Aged Trial Balance Aging by Due Date Aging by Invoice Date 8 General Ledger

59 Brokers Plus System Features Chart of Accounts Default Posting Accounts (29)

60 Brokers Plus System Features Multi-Company Capable Account Inquiry by Company Reports by Company 8.3 Multi-Principal Capable Account Inquiry by Principal Reports by Principal 8.4 Reports Trial Balance Financial Statements Balance Sheet Income Statement Profit & Loss 8.5 Journal Entry

61 Brokers Plus System Features Budgets Print 8.7 Companies Broker Distributor Sweep 9 Principal Module 9.1 Reports Delivered via as PDF attachment.

62 Brokers Plus System Features Aging Statement Principal Inventory Transfer Report Net Margin Report Cash Receipts by Date Range Accounts Payable Principal Invoices Income Statement Tertiary Balance Sheet Trial Balance Gross Margin Report Sales by Customer Sales by Date Range 9.2 Thin Client Access Via Microsoft Terminal Server.

63 Brokers Plus System Features Secure (only see their data) 9.4 Customer Account Query (only their invoices 9.5 Product Sales Analysis

64 Brokers Plus System Features Browse with Query Wizard and Drilldown Report Wizard Excel Wizard Report Builder 10 Brokers 10.1 Broker Maintenance

65 Brokers Plus System Features Print Internal / External Types Unlimited Notes 10.2 Commissions 10.3 Reports Aging by Broker Invoiced Sales by Broker Receipt Statement 11 Banking

66 Brokers Plus System Features Account Register Maintain multiple accounts Query/Report/Excel Wizards Transaction Types

67 Brokers Plus System Features Check Wire Transfer Deposit Withdrawal Adjustment Interest Earned Service Charge Beg Balance 11.2 Funds Transfer 11.3 G/L Interface General Ledger accounts updated Reconciliation

68 Brokers Plus System Features 68

69 Brokers Plus System Features Reports Reconciliation

70 Brokers Plus System Features Account Register Account Report Wizard Account Excel Wizard 11.6 Online Banking 12 Warehouse 12.1 Receiving 12.2 Reports 12.3 Thin Client Access 12.4 PO/OC Interface 12.5 RMA Interface 13 Audit Trail 13.1 Who did what and when 13.2 Undelete 13.3 Activity Log Browse 14 Security

71 Brokers Plus System Features User Login 14.2 Groups 14.3 Configure at runtime (Ctrl-F8) 14.4 Change Login 14.5 Change Password 14.6 Lock Screen 14.7 Anything can be secured 15 Customer Web Interface Will run either in the browser or via Microsoft Terminal Server Place Orders via web 15.2 Check Order Status 15.3 Check Availability? 16 SystemWide Tools 16.1 Query Wizard Query Wizard makes it possible to... customize access to your data through the use of an intuitive wizard driven interface. With Query Wizard you may quickly create and save customized queries then re-use those queries at any time. The Query Wizard is available on most BP data browses where it makes sense.

72 Brokers Plus System Features 72

73 Brokers Plus System Features Report Wizard Report Wizard allows you to... Use a simple, intuitive interface to quickly create and save an unlimited number of custom reports. Optionally specify totals or averages for numeric columns. Select from an existing sort or create ad-hoc sorting on up to four levels. Create group headings, footings and/or sub totaling on group breaks. Create summary reports by suppressing report detail printing. Automatically adjust the report width to landscape mode when necessary. Specify up to nine rows of stacked data. Change column width and heading description. Change the font color and bold attributes of various combinations of the column heading, data section, and totals if present. Change the default font size, type and color for the body of the report. Select an alternate description for group breaks that are in coded format.

74 Brokers Plus System Features 74

75 Brokers Plus System Features Excel Wizard Spreadsheet Wizard allows your end users to... Use a simple, intuitive interface to quickly create and save an unlimited number of spreadsheet layouts which may be dynamically populated with data at any time. Select from an existing sort or create ad-hoc sorting on up to four levels. Change column heading text. Optionally choose a template file that will control the formatting and layout of the data output.

76 Brokers Plus System Features 76 Choose the row and column where data output will start from. Publish web documents (in lieu of spreadsheet files) using the common spreadsheet layouts. Create ASCII export files (in lieu of spreadsheet files) using the common spreadsheet layouts. Dynamically populate customized spreadsheets for editing in Microsoft Excel. Optionally create spreadsheets, web pages or export files representing the current list box.

77 Brokers Plus System Features Robust Report Builder

78 Brokers Plus System Features 78 Brokers Plus includes a Robust Report Builder. It is an easy-to-use, fully functional tool for creating, printing and managing graphic report forms. This is an extremely powerful tool, comparable in features to software costing hundreds of dollars. Practically any type of report that you require can be created with this simple, yet highly effective tool Save Reports to PDF

79 Brokers Plus System Features Customer Principal Warehouse Sales Prospect 16.7 EZHelp What's This? popup help 16.8 F1 Context Sensitive Help Help & Manual (HTML) 16.9 User Manual Help & Manual (PDF)

80 Brokers Plus System Features MS SQL Server

81 Brokers Plus System Features 81

82 Brokers Plus System Features Fast 17.2 Scalable 17.3 Safe 17.4 Connect via IP Address 17.5 Client Server 17.6 Backup Tools 17.7 Export Tools 17.8 Many 3rd Party Tools 17.9 Run Nightly Scripts Works with most Web Dev Tools

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