Estimates & Sales Orders

1. Arpro Solutions, LLC Purpose. To learn benefits and Key Process Steps! Florida, U.S. @/Arpro® Solutions “Estimates, Sales Orders & Invoices” “The way Intellectually FUN people like to learn!” Provided by Arpro Solutions, LLC

2. Estimates, Sale Orders & Invoices “Objectives” • Prepare Estimates • Create Sales Orders from Estimates • Create Purchase & Production Orders from Sale Orders(for manufacturer or assembly companies) • Track Open Sales Orders & BackOrdered Items • Generate Sales Invoices & Accounting An automated system that significantly reduces your work time! “The way Intellectually FUN people like to learn!” Provided by Arpro Solutions, LLC

3. @/Arpro® Solutions Depending on the type of business you have, you might use either the Estimate, the Sales Orders feature or Production Planning, to auto-generate the corresponding supplier orders or workmanship from the acquired Sales Orders. The following features are available in @/Arpro Le ® (light edition) too! In Quickbooks® you only find this management in the Premier version. “The way Intellectually FUN people like to learn!” Provided by Arpro Solutions, LLC

4. Entering Estimates The management of the “active cycle”, from the customer quote to the invoicing, of the “passive cycle”, from the supplier order and up to the purchase invoice, is completely automated. Entering Estimates into @/Arpro® is similar to entering invoices: • from the main menu select “Stock-Orders”, then “Quotes” to open the relative form • afterwards press the “New” button and insert the customer name. Now the document is ready to filled with the data • warehouse items & notes can be part of the estimate • you can print the estimate for your prospects or send it automatically by email • estimates do not post to the general ledger Provided by Arpro Solutions, LLC

5. Creating Sales Orders from Estimates From this process on, by using warehouse items as part of the estimate document, @/Arpro® moves the inventory and keeps it updated. The warehouse connection during the processing phases ensures the correct handling of the articles: loading, unloading, committed from customer orders & production or ordered from supplier orders. “The way Intellectually FUN people like to learn!” Provided by Arpro Solutions, LLC

6. Entering Sales Orders into @/Arpro® is similar to entering Estimates: • from the main menu select the “Stock-Orders”, then “Customer Orders” to open the relative form • afterwards press the “New” button and insert the customer name. Now the document is ready to filled with the data • warehouse items & notes can be part of the estimate • you can print the estimate for your prospects or send it automatically by email With the management of the Estimates, the creation of Customer Orders is normally carried out by the total or partial fulfillment of Estimates. “The way Intellectually FUN people like to learn!” Provided by Arpro Solutions, LLC

7. Creating Purchase & Production Orders from Sales Orders The goal of the “Production Planning Module” is to make sure that the supplies and materials needed to meet the deadlines and conditions of Sales Orders are on hand. In this way, you avoid situations of under/over stock. Provided by Arpro Solutions, LLC

8. @/Arpro Erp® analyzes the customer order backlogs, the situation of the warehouse(s) and minimum stock, orders to supplier and production requirements, in real-time. It proposes a list of requirements: articles, semi-finished or finished (BOMs). By confirming the list, the program generates the corresponding supplier orders and/or production launches or job orders. If you are running a manufacturing or assembly company, now production can begin! The purchase office is refreshingly automated! Try it, you’ll like it. IT WORKS!!!! “The way Intellectually FUN people like to learn!” Provided by Arpro Solutions, LLC

9. Generate Sales Invoices & Accounting When you are ready to ship or deliver the products to your customer, you can transfer the information from the Sales Orders to one or more Invoices. • from the Sales Orders (or Customer Orders) press the “Run” button • after selected the “Sales Invoice” option and pressing the “Ok” button on the toolbar, the program generates the Invoice & Accounting • you can print the Sales Invoice for your prospects or send it automatically by email • the Sales Order is executed completely or partially, depending from the delivered quantities. “The way Intellectually FUN people like to learn!” Provided by Arpro Solutions, LLC

10. Tracking Sale Orders & Back Orders There are several reports that help you to track the Sales Orders and to analyze the accuracy of your ordering. Filter your searches by: • Ordered by warehouse item • Ordered for customer • Ordered by warehouse item and customer • Orderable to supplier • Sales/Costs and margin • … “The way Intellectually FUN people like to learn!” Provided by Arpro Solutions, LLC

11. Presented by Zeno Buso Managing Consultant Arpro Solutions, LLCwww.arpro-solutions.com www.business-management-software.com www.simpleaccountingprogram.com www.arpro.it Contact Info: Paolo Bertuzzo Arpro Solutions, LLC sales2@arpro-solutions.com Direct: (407) 818-0644, (407) 534-4994 Thank you for attending our workshop. The information in this document is subject to change without notice and should not be construed as a commitment by Arpro Solutions, LLC. Arpro Solutions, LLC is not responsible for errors or damages of any kind resulting from access and use to this documentation. “The way Intellectually FUN people like to learn!” Provided by Arpro Solutions, LLC