Trinity for Dynamics GP Distribution

1. Trinity for Dynamics GP Distribution Technology that changes everything

2. The prime objective of this PPT is to introduce GP partners to the scope and depth of Trinity’s solutions for distribution. • There are many more specific sales support tools at www.trinitypartner.com. • The presentation uses screenshots and notes to illustrate many product features • There are hyperlinks to more in-depth information throughout the presentation • Feel free to adapt it for your own use and share it with end-users too. • Contact us for more detailed help on any of these solutions. trinitysales@azox.com or alanwilliams@trinitycomputers.co.uk About this Powerpoint Show

3. What would you like to do next ? Click a box to proceed. Start by learning a little about Trinity Go straight to the solution demos

4. Introducing Trinity Trinity have been providing solutions for Dynamics GP users since 2000. We were the original authors of both Extended Pricing and the Inventory Management suite comprising Advanced Distribution, Advanced Picking and Available To Promise. Here are a few basic facts about the company.

5. A word about Trinity • Company Established in 1975. • Original authors of several core Dynamics GP modules including Advanced Distribution and Extended Pricing • Thirty modules for Distribution available direct from Trinity and Azox, • Over 500+ companies in 20+ countries sites worldwide using Trinity solutions • American Distributor – Azox Inc with Sales and Helpdesk facilities • Trinity / Azox always available for consultation / demonstration • A leading reseller of Dynamics GP in UK. We don’t just write solutions we implement them. • Extended resources available at www.trinitypartner.com

6. Our Mission Return to Main Menu To provide the scope and depth of enhanced functionality to make Dynamics GP a world class solution for mid-market wholesale distributors.

7. How Trinity solutions fittogether Trinity software solutions are modular. There are thirty modules in all. This means you can purchase just what you need to meet your needs. But it also means that we can combine many modules in a single solution to address the complex distribution needs of any organisation – large or small. Bundles of products also attract bundled prices.

8. Some more advantages of using Trinity All of our modules are contained within a single “dictionary”. This makes installing, implementing and maintaining simple and guarantees successful integration across modules. All of our modules except for some of our Pricing extensions (which need Extended Pricing to be in place) are also available on Business Essentials.

9. We love to listen and learn Whether you have an existing customer, a new prospect or would just like to understand better how you can serve the distribution sector with the help of our solutions we’d love to talk to you any time . Check out our Contact page

10. How this presentation works • We have organised the presentation into five themed area • Sales, Inventory, Pricing, Logistics and Purchasing. • In each themed area we will talk about • THE FEATURES The key functionality • THE WIN How the solution can benefit the business. • THE LINK Hyperlinks to take you to relevant web page • Click now to get started.

11. Inventory • Sales Ordering Main Menu Return to Main Menu Click on any of these boxes to go straight to that section. Watch out for Return to Main Menu button (above) which you can use to return here at any point in the presentation • Purchasing / replenishment • Logistics • Learn a little more about Trinity • Go to Final Summary • Pricing

12. Sales Ordering Return to Main Menu “ I am looking for more than simple order capture. I need to be able to input orders quickly and accurately. I need access to plenty of back-up technical info too. I also want to up-sell and cross-sell at every opportunity.” “My sales team is also my customer service desk. They need to be able to handle all a customer’s progress queries”.

13. When you pick up the phone .. Return to Main Menu When you make or receive a customer call it may not just be to take an order. Your customer may have any number of questions e.g. on price and availability or issues related to outstanding deliveries or the state of their account. Handle them all with the Sales Navigator.

14. Sales Navigator Search by address rather than account. Drill down to customer account information Find all outstanding lines across multiple orders Go straight to transaction entry Extensive document and line search facilities Identify open orders that can be added to Multiple drill down screens available for more detailed information

15. Order Entry to suit your business Return to Main Menu Different businesses have different needs for order entry. For some – typically in high volume, low value sales the emphasis is on speed, simplicity and accuracy. In more technical organisations – particularly those with a high SKU count - there is a greater need for powerful search and decision support capabilities. We’ll show you examples here of both types.

16. TurboSop – Fast, Easy Order Entry Unstructured searches across item, description, class straight into the item field simplifies operations. Calls new informative look-up or drops item straight into order where only one match found Return to Main Menu New look-up with sales related info sits next to main order screen Highlight items previously purchased by this customer/ ship-to or filter to see only these X-137 Just click a line to drop it straight into the order Supervisor configuration of decision support information per user e.g. price, margin, availability, history Supervisor configuration of drill-down options, order history, promotions. sites, notes etc

17. Sales Ordering – Advanced Return to Main Menu Now let’s take a look at a business with more sophisticated information needs at order time

18. Drill down buttons show • Available to Promise • Buying history • Substitutes • Items by Site • Specs and Images • Price Trace • Email link to send specs • Notes and Item Information Advanced Order Entry Features Multiple search methods , including explorer style catalog, attributes and string search Additional filters to help focus on relevant items Choose to show customer buying lists – either system or user maintained Highlight items that should be bought today Customer specific prices Supervisor configuration of which decision support fields should be displayed per user Double click an item to drop into order

19. Return to Main Menu Here are just a few of the additional features available . There are too many to list them all here. If you don’t see what you need give us a call. Use the Hyperlinks to find out more. Additional SOP Features • Customer Call Scheduling • User Managed Call out lists • Import one off schedules • Detailed call history • Self maintained schedules based on preferred call frequency • Price Negotiation • On line price haggling • Full audit trail of negotiated prices • See pricing section of this presentation for an example. • Front Counter • Order Entry functionality with a till • Linked Item Selling • If you bought A – let me tell you about B and C • Distribution Enhancements • Item Restrictions by Customer • View document margin • Item aliases • Reallocate stock from other orders • Mobile Sales on a Laptop • Order Entry functionality on a laptop without need for internet connection.

20. Pricing Return to Main Menu • “ Getting the right price is what gets me the order, but sometimes I feel I am giving away more than I need and maintenance is a constant challenge” • I need .. • Negotiation tools • Easy price management • Rebate tracking • Volume discounts for groups of products • Promotions with a choice of free product • Order value discounts • Cost uplift pricing • Site specific prices

21. Introducing Pricing Return to Main Menu For the wholesale distributor the ability to provide a well focused pricing structure that drives up revenue while protecting margins is critical to success. For many distributors – particularly those selling branded goods the ability to offer the right deals to the right customers is a key differentiator.

22. Extended Pricing Return to Main Menu Trinity were the original authors of Extended Pricing which you would now purchase direct from Microsoft. Key reasons you may use E.P. include • Date effective pricing • Mixed price types per customer – Net Prices, Value Off Percent of • Promotions including buy one get one free • More flexible management and grouping While Trinity cannot sell you E.P. we are happy to advise on best practise and to provide training and consultancy services in pricing issues. Trinity has also developed a number of add-on solutions to enhance the scope and flexibility of pricing solutions. Here are some of those features >>>

23. Extended Pricing Enhancements Order value discounts can be applied with multiple thresholds . They are automatically tracked and applied to the order. Different rules per customer if necessary This pop-up screen will sit next to order entry Return to Main Menu Order Value discounts Define promotion rules e.g. any 10 from group including at least 3 of A Aggregate (Volume) Promotions Assign customers and items to the promotion Maintain list of free items to choose from

24. Extended Pricing Enhancements (2) Return to Main Menu Allows two new price types. Cost Plus percent and Cost plus value Enables users to create value on as well as value off Aggregate Pricing – quantity breaks based on sales for whole groups of products. Will re-price an order automatically- configurable rules Aggregate Promotions – See previous screen for details Show discount element of price on invoice document Allows you to set price according to selling location Simplified promotion formula set-up and pro-active sales pop-up option

25. Extended Pricing Integration Return to Main Menu Select any ranges or sheets, items etc to export and update All maintenance done in XL. Create new or updated price records Import prices, books, sheet assignments etc

26. Price Negotiation Negotiation window called direct from order entry using Ctrl-P Return to Main Menu Manipulate Value, Margin or Margin % to come up with best deal. Single click drops negotiated price into the order and writes an audit record User selects appropriate cost base – even taking into account outstanding PO prices if appropriate Multiple drill downs to support the negotiation process

27. Sales Rebate Tracking Sales Rebates – accumulated over a period of time - often against complex rules, groupings and thresholds - can form an important part of the whole pricing equation Return to Main Menu This inquiry shows rebate accrued to date for individual item X-181 ($23.05) and for GROUP1 ($7) showing also items in the group This windows gives a snapshot of an individual customer’s current rebate position. Rebates can be accrued based on volume or value of sales for single items or ranges of items. The Rebates may be value off or percentage based and can have multiple breakpoints.

28. Logistics Return to Main Menu “Margins are low in my business so I need maximum efficiency from my delivery operation. That means efficient error free picking, best possible use of my delivery fleet and an invoicing operation that involves little or no keying for my staff.

29. Introducing Logistics Return to Main Menu Efficient error-free pick-pack-ship systems can mean the difference between profit and loss – particularly in low margin businesses such as foodservice or office supplies. In some environments the best answer is a warehouse management system or at least automated data capture but there are also many gains to be made in the core application by the right combination of software and good practise.

30. Advanced Distribution & Picking Return to Main Menu Trinity were the original authors of Advanced Distribution & Advanced Picking which you would now purchase direct from Microsoft. Key features of these products include • Introduction of the concept of a “fulfilment order” - a shipment representing part or all of an originating order • Configurable workflow enabling users to map documents through critical stages of the pick pack ship process • Additional picking options – most importantly the ability to produce a consolidated “walk-round” picking list for a number of fulfilment orders While Trinity cannot sell you A.D or A.P. we are happy to advise on best practise and to provide training and consultancy services in logistics issues. Trinity has also developed a number of add-on solutions to enhance the scope and flexibility of these solutions. Here are some of those features >>>

31. Vehicle Load Planning Address specific delivery profile used by the system to help transport manager to plan or to automate load building Return to Main Menu Transport Manager Planning Board Deliveries automatically grouped by default route, drop, date with document drill down for easy planning Detailed Driver’s Manifest. Load Planning also provides the opportunity to report on profitability by load and vehicle utilisation Multiple methods of load building from manual to fully automated User configurable information document display screen – double click back to originating document Pick pack despatch and invoice by load printing documents in drop sequence

32. Consolidated Invoicing Return to Main Menu Choice of levels of consolidation e.g. account, order, address, customer ref . You can also select frequency of consolidation and preferred invoice format Flexible document layouts with detailed or summary formats Simple, single routine allows you to perform consolidation across the whole company as frequently as you need.

33. Return to Main Menu Here are just a few more of the additional features available . There are too many to list them all here. If you don’t see what you need give us a call. Use the Hyperlinks to find out more. Additional Logistics Features • Inter-Site Transfers • Full business process control for transfers leveraging internal sales and purchase orders including PO generator • Perfect for keeping satellite warehouse replenished • In-transit accounting • Distribution Enhancements • Minimum Shipment size control . • Over ten other features in this module • Returns Management • Can match returns to originating invoices for price and quantity control • Provides return workflow • Allows “value only” returns for invoice price corrections • All part of GP Sales Transaction Entry • Additional Charges • Adds ( and consolidates) additional charges to invoices for items such as bottle and container deposits, recycling charge, support & warranty charge etc .

34. Inventory Return to Main Menu Keeping proper control of our inventory database is far too time consuming and we make far too many errors- e.g. selling obsolete stock or disallowed items to customers. Salespeople will wrongly offer to split packs losing us money and I need to get my catchweights right or again we lose out.

35. Introducing Inventory Return to Main Menu • Managing inventory information can be a labour intensive operation that is prone to error – particularly in an operation that may hold tens of thousands of SKUs. Tools that assist the inventory manager to • create new items quickly and accurately, • to manage the life cycle of the item • Provide an easily searchable inventory master • Handle complex unit of measures issues such as catchweights • are critical to a well managed operation

36. Item Manager Return to Main Menu Simple step by step process – Clone items one at a time or create whole new ranges in a single operation by pulling in a simple item number + description table from XL

37. Unit of Measure Management Return to Main Menu Enhanced control of what units of measure are used for what purpose. For example you may want a BASE unit of EACH to permit single returns and split packs but typically want to look at inventory in CASES New item inquiry with additional information, easy unit switching and illustrating packs and splits 281/3 indicates 281 whole cases and 3 eaches Puts the user in control of how inventory information is displayed

38. Catchweights Return to Main Menu Single inquiry window that shows how inventory is being tracked separately both in weight and cases. “5lb packs” are of nominal weight only. Customer will be billed for actual weight shipped e.g. 2 cases – total weight 10.37 lbs – with individual box weights also recorded. Catchweight information can be managed down to lot and bin-bay level. Sales and Purchase orders can be entered in one unit but priced in another . Actual weights can be entered later and the final invoice will show both units and weight delivered ot the customer.;

39. Catalog Based Sales – Inventory look-up feature Return to Main Menu Unlimited item attributes Explorer style drill down to five levels Simple string search User configurable information display User configurable drill downs Add attributes and explorer style drill down features in XL and import to transform the search capabilities of your inventory file

40. Return to Main Menu Here are just a few more of the additional features available . There are too many to list them all here. If you don’t see what you need give us a call. Use the Hyperlinks to find out more. Additional Inventory Features • Item Life Cycle • Item status tracking • Control availability to sell or purchase item • Hide items from inventory look-ups. • Catalog Based Sales • Item attributes • Explorer style hierarchical search • Distribution Enhancements • Disallowed items • Item Aliases • Inventory transaction reason codes • Stock take enhancements • Current cost update options • Additional Charges • Associate items e.g. containers, deposits, service charges • Automate invoicing of additional charge items • .

41. Purchasing “I have three members of my team permanently locked into reviewing re-stock levels and placing purchase orders. They hold an enormous amount of knowledge in their heads. A lot of what they do should be automated. I would love to free up some of their time to get involved in more strategic activities.

42. Purchasing Return to Main Menu Successful purchasing is without doubt one of the most complex areas of any distribution operation and one where the analytical power of IT can contribute greatly to managing that difficult balance of customer service vs inventory investment. Trinity’s solutions are designed to speed up and improve the quality of replenishment through a combination of automated data analysis and great decision support tools

43. Advanced Inventory Replenishment-A.I.R. Return to Main Menu Profile your items individually or using wizards, range selections and automated routines Set up wizard plus default ability to automatically include new items in forecast – no data input, all embedded in core GP.

44. Advanced Inventory Replenishment-A.I.R. Return to Main Menu • Demand Review Screen enables comprehensive review of demand history – including • Sales • Lost sales • Exceptional Demand • Inherited demand from superseded items • Drill down to individual transactions available Safety stock, reorder point and “order up to level” all automatically recalculated by combining results of demand analysis with time based stocking policy

45. A.I.R. Demand Formula Application Return to Main Menu Thirteen industry standard demand analysis formulae embedded into the software so that the system can find the best method for each item by modelling and scoring them against your demand history. The system has tried out seven methods on this item – it will try them all once there is more history – to find the most appropriate forecasting formula. All of this can be done automatically.

46. A.I.R. – PO Generator Return to Main Menu The new PO generator screen tells you your weekly usage, number of weeks stock held and current available inventory. New vendor totals screen tracks spend against vendor minimum. It also allows you track order size in most relevant unit e.g. weight, number of pallets against a vendor target size. New PO line demand window offers a wealth of additional decision support with further drill downs to detailed information

47. Purchasing – A.I.R. Return to Main Menu • Whilst you can download Advanced Inventory Replenishment we recommend that you talk to Trinity about an initial demonstration. • You will find a wealth of additional sales material on the website including • Whitepaper • Product movie • In-depth powerpoint presentation • Product brochure • Case Study • We can supply additional material on request including • Needs Analysis questionnaire • Sample training program • Advanced Inventory Replenishment

48. Return to Main Menu Additional Purchasing Features • Vendor Price Management* • Date based vendor price lists • Unit and currency specific • Dated contracts • Import / Export price wizard for easy maintenance • Price alerts in PO generator and PO entry • Price history inquiry • Vendor comparison window • Purchase Retro Discounts (Vendor Rebates) • Track rebate accruals by inquiry or report • Item or group based rebates • Multiple thresholds based on quantity or value • Value and percent discount types *Vendor Price Management can be purchased separately but is also included in the price of Advanced Inventory Replenishment as an essential pre-req.

49. You’ve reached the end of the demo section. What would you like to do next ? Click a box to proceed. Return to the Main Menu Proceed to Final Summary

50. How it all stacks up. Partner Expertise We work closely with partners to help them develop the skills and expertise they need to succeed in the distribution market. – see next slide for details. Trinity Expertise Trinity can back that up with over twenty years experience in the market to help partners and customers qualify, select, configure and implement the right solutions every time. Trinity Distribution Software But the market demands more than that. Prospects are rightly looking for software solutions that reflect the needs of their business. Dynamics GP The Microsoft platform together with core Dynamics GP provides an unmatched generic proposition for the ERP mid-market Microsoft Platform