The Leader in Process Manufacturing ERP Solutions

1. BatchMaster Cloud ERP Seamlessly Integrates With Leading Financial Systems The Leader in Process Manufacturing ERP Solutions BatchMaster Cloud ERP is an end-to-end, web-based ERP solution designed to meet the unique needs of formula- and recipe-based manufacturers. It delivers a modern ERP system, essential process manufacturing functionality, and industry-specific solutions with best practices embedded for manufacturers in industries such as: Dynamics 365 Business Central Food & Beverage Chemicals Nutraceuticals Life Sciences & Pharma Personal Care & Cosmetics

2. Key Benefits Streamline, manage, and gain visibility into your advanced inventory management, manufacturing, quality, and compliance processes Comprehensive product and process traceability for enhanced recall Reduce errors and delays with real-time inventory, production, and planning visibility Ensure compliance and quality that meet stringent regulatory requirements Improve decision-making with increased visibility, granularity, and real-time data Streamline, standardize, and scale up production and business operations 2 www.batchmaster.com

3. Core Capabilities Sales Management Customer and Prospect Management with Class, Territory, Salesperson, and Multiple Ship-To Addresses Sales Quotations, Orders, Contracts, and Returns Single-Click Conversion from Quote to Order and Order to Shipment Volume-Based and Promotional Pricing, Price Matrix, Period Discounts, and Markups Customer Favorite Items and Order History Visibility Sales Kits and Bundled Product Handling Sales Commission Tracking and Dunning Management Generate Invoices, Picklists, COAs, and Sales Reports View Production History Linked to Sales Orders Private Label and Contract Manufacturing Support Planning Forecast Entry Based on Manual Input and Historical Transactions MPS and MRP for Make-to-Stock and Make-to-Order Demand Planning Real-Time Planning Worksheets and Interactive Dashboards Demand and Supply Dashboard with Projected Material Availability View Demand Pegging and EOQ Band Support Planning Time Fence Configuration Warehouse Grouping for Demand Consolidation 3 www.batchmaster.com

4. Forward and Backward Scheduling Support Auto-Generation of Production Schedules Based on Demand Direct Transfer of MPS/MRP Recommendations to Purchase and Production Scheduling Dashboard with Capacity Utilization Insights Consideration of Purchase and QC Lead Times for On-Time Delivery Expedite and De-expedite Reporting for Order Management Formula/Recipe Management Formula Creation with Status, Approval, and Complete Audit Trail Version Control with Rollback, Revert, and Purge Options Side-by-Side Formula Comparison and “What If” Analysis Dynamic Reformulation Based on Ingredient Characteristics, Weight, Volume, and Cost Material Substitution and Quantity Tolerance Management Formula Sizing with Option to Disable Auto-Sizing by Batch Size Formula Loss Adjustment and Support for Consumables Labor and Overhead Cost Definition within Formulas Intermediate Expansion and Process Cell Association Restrict Formula Usage in Production Formula Record Authorization and Security Separation of Formulas from Finished Goods Packaging BOMs Define Multiple Fill-Levels and Packaging Sizes for the Same Recipe 4 www.batchmaster.com

5. Embed QC Tests, Special Instructions, and Costing into Formulas Lot Potency Management and Shelf Life Control Advanced Formulation with Ingredient Characterization Multi-Plant Formula Adjustments for Site-Specific Requirements Item Physical Properties Monitoring Lot Strength Tracking Bill of Materials (BOM) BOM with Status, Approval, and Revision Control Version Management with Ability to Revert to Prior Version and Purge Obsolete Versions BOM Comparison for Change Analysis BOM Explosion to View Component Hierarchy Packaging Configuration within BOM Material Substitution and Support for Consumables Quantity Tolerance Settings and Loss Adjustments Multiple Packaging Support for Product Variants 5 www.batchmaster.com

6. Costing Support for Fixed, Setup, and Variable Costs Cost Rollup for Finished Goods, Intermediates, and Assemblies (Including Ingredients, Packaging, Labor, and Setup) Product Cost Analysis with “What-If” Scenarios Formula Resizing Based on Target Cost Cost Comparison Across Different Packaging Configurations Support for Multiple Valuation Methods and Price Lists Additional Cost Allocation (e.g., Overheads, Freight, etc.) Procurement Vendor Management with Classification, Item/Quote Association, and cGMP Vendor Controls Purchase Requests, Quotations, Orders, Receipts, Returns, and Blanket Agreements Approval Workflows for Purchase Requests and Orders Purchase Contract Management with Discount (Period & Volume) Handling Multiple Price List Support for Flexible Purchasing and Returns Freight Handling, Adjustments, and Landed Cost Management Real-Time Procurement Dashboard to Analyze Vendor Performance, Discounts, Contracts, and Taxes Synchronization of Goods Receipts with Inventory for Accurate Stock Levels Audit Warnings and Compliance Support in Supplier Transactions 6 www.batchmaster.com

7. Inventory Management Item, Warehouse, Bin, and Non-Inventory (Service) Master Setup Item Classification with Alternate Items, Allergens, and Storage Conditions Multi Price List Management Inventory Transactions with Warehouse/Bin Transfers, Adjustments, Opening Balance, and Revaluations Lot and Serial Tracking with Configurable Lot Status and Lot Recall Capabilities Lot Issue Methods include FIFO, LIFO, FEFO Lot Management includes Masking, Expiration Calculation, and Active Ingredient-Based Lots Tracking Methods include Batch Tracked, Serial Tracked, and Non-Tracked Containerization and Palletization Item Valuation Methods include Standard, FIFO, Average, Lot Costing Reorder Point Planning Inventory Counting and Posting Catch Weight Management for Variable-Weight Items Warehouse Management System (WMS) Inbound Transactions include Purchase Receipt and Sales Return Outbound Transactions include Delivery and Purchase Return Sales and Production Order Picking (Bulk and Single) Wave Picking and Suggested/Directed Putaway 7 www.batchmaster.com

8. Internal Movements include Warehouse and Bin Transfers Inventory Counting and Adjustments (Spot Count, Physical Count, Adjustments) Stock Enquiry and Real-Time Inventory Visibility Material Issue, Receipt, and Return for Production Perform Receiving, Putaway, Picking, Packing, and Shipping via Handheld Devices Real-Time Data Capture and Validation for Error-Free Transactions Electronic Batch Ticket and Weighing Scale Integration Electronic Weighing Sheet and Dispense Label Generation Multi-Dimensional (GS1) Code Support Dock Scheduling for Efficient Inbound/Outbound Coordination WMS Setup includes Printer, QR Code, and User Configuration Quality Control and Quality Assurance QC for Purchase, Production, Inventory, and Sales Library of Standardized QC Tests and Sample Plans Define QC Tests for Formulas, Raw Materials, Intermediates, and Finished Goods Step-by-Step Execution of QC Tests QC Sample and Retain Sample Management Auto Assignment of Lot Status and Disposition Based on QC Results Certificate of Analysis (COA) for Production and Sales Analyze QC Results by Item, Lot, Batch Job, and Vendor 8 www.batchmaster.com

9. Auto-Generation of Non-Conformance with CAPA Provision HACCP-Compliant Quality Control Stability Testing to Ensure Shelf Life and Potency Deviation Tracking and Resolution Quality Control for Product Consistency Regulatory Compliance and Traceability Formula Access Control with Change History Logs End-to-End Product Tracking from Receipt to Shipment Bi-Directional Lot Traceability and Accelerated Lot Recalls Lot Recall Letter Design and Compliance Certificate Management Approval Management with Electronic Signatures (21 CFR Part 11) Support for FDA, GFSI, cGMP, and 21 CFR Part 11 Compliance Requirements Nutritional Labeling and Supplement Facts Panel Design & Printing SDS Compliance and GHS Labeling via Lisam ExESS Integration Good Face Integration for Cosmetic Regulatory Reporting Form 1099 Tax Reporting and Sales Tax API Integration INCI Report Generation Batch Manufacturing Record (BMR) and Master Batch Record (MBR) Management 9 www.batchmaster.com

10. Manufacturing Execution System (MES) Manufacturing Order Execution Real-time Production Monitoring Labor Tracking Production Downtime Tracking Material Issuance & Back flushing Lot/Serial Number Tracking Non-Conformance Reporting Exception Reporting & Alerts KPI Dashboards & Visual Displays Barcode Integration Electronic Batch Ticket (EBT) and Electronic Weigh Sheet Inspection Plans and Checklists Finished Goods Labels Print Certificate of Analysis (COA) Production Management Manage Production Batches and Super Batches with Multi-Level BOMs and Linked Batch Jobs Dynamic Batch Sizing with Ability to Adjust Formulas Pre- and In-Process Prioritize, Expedite, and Reconcile Batch Jobs Super Batch Execution 10 www.batchmaster.com

11. Batch Resizing Auto-Create Production Orders from Sales Orders (Make-to-Order) Process Routing with Advanced Routing Capabilities Material Management includes Allocation, Deallocation, Issue, Return (RM & FG), and Backflush Bulk and Single Production Order Picking Shortage Reporting and Lot Reservation Co-Product, By-Product, Rework, and Disassembly Order Support Repackaging and Lot Commingle Handling Partial Finished Goods Receipt and Production Order Close Production Order Reversal and Batch Purging Raw Material Expiration Carryover to Finished Goods Physical Property Calculation and Deviation Comparison from Formula FG Allocation to Sales Orders Material Where-Used Reporting Auto-Generated Lot Numbers for Intermediates and Finished Goods Mandatory Execution of QC Tests and Manufacturing Instructions Distribution Backorder Management and Partial Shipment Handling Freight and Tax Management Sales Picking, Packaging (Pallet/Box/Container), and Shipment Processing Bill of Lading Generation (Standard, Inventory, and HazMat 11 www.batchmaster.com

12. Financial Management* Chart of Accounts and Multi-Dimensional GL Structure Journal Entries, Posting, and Bulk Journal Upload via Excel Opening Balance Entries and Year-End Processing AP Vouchers, Vendor Debit Notes, Down Payment Invoices Apply Payments, Write-Off Vendor Documents, Vendor Reconciliation AR Invoices, Customer Credit Notes, Down Payment Invoices Apply Receipts, Write-Off Customer Documents, Customer Reconciliation 1099 Processing: Opening Balance Transactions and Edit 1099 Info Prepaid Expense and Revenue Amortization Payment Range Processing and Contra Entries Allocation Maintenance and Cost Center Rules Budgeting and Budget Reports Credit Management and Cash Flow Management Multi-Company Financial Consolidation *BatchMaster Cloud ERP has its own financial management capabilities or can integrate with other leading financial systems. 12 www.batchmaster.com

13. Other Features Contract Manufacturing & Subcontracting Management Supports both models: customer-supplied ingredients and subcontracted operations Tracks consumption, inventory, and reporting across involved parties Complaint Management & Adverse Event Tracking Built-in workflows to manage complaints and adverse events Supports investigations and recalls with one-click traceability Customer Portal Integration Customers can independently place purchase inquiries, orders, and track transaction status in real time Instant access to quotations, invoices, delivery notes, and shipment updates from a centralized portal Secure, easy-to-use interface available 24/7, improving transparency and customer experience For More Information: Call: 949.583.1646 X 2 Email: info@batchmaster.com Visit: www.batchmaster.com Schedule a Demo 13 www.batchmaster.com