Sophisticated Yet Simple

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1 Sophisticated Yet Simple A SALESFORCE ADD-ON FOR ORDER FULFILLMENT AND INVENTORY MANAGEMENT You started with, it changed the way you conduct business, in fact, you now have more customers, more employees, and more of everything! You realize the power of this platform, where access is everything, controlling your data is more critical today then ever before. Expand Salesforce, into an advanced business tool that bridges the entire enterprise, small, medium or large, into one seamless integrated tool of well designed processes, let Matrix velocity deliver the results we know you need!

2 FULFILLING THE ORDER - NOT SO SIMPLE, IS IT? We all know how to take an order, we just don t get it fulfilled 100% of the time and 100% accurately! I know you ve been that guy on the right... Our design team built Matrix velocity right into Salesforce, and in such a way, you don t know where Salesforce stops and when Matrix starts! Not only did we keep it simple, we made it smart! From one step to the next, you will achieve the 100%, you and your customers desire. The fulfillment process, is unlike any other, it s symphony of commonsense! Process orders, return merchandise from your customer, create purchaser orders that relate to the order and track all customer transactions including serial and lot numbers with confidence! Doing it right the first time, priceless! TAKING THE ORDER FULFILLING THE ORDER MANAGING INVENTORY With, start at the Opportunity, convert it to a Quote and when you re ready, convert it to an Order. Or just create an Order and begin the fulfillment process with workflow notifications that will please all your customers. At a glance, see what s in stock and where. Fulfill from your inventory or drop ship from your suppliers or do both from one order. Give your customers the confidence needed and turn them into believers You can take an order and fulfill it, 100% of the time! Always know what s on-hand, available and which location has the items. Transfer inventory from location to location. Receive finished goods from MFG to any location. Track ALL transactions from POs, to RMA, orders and invoicing by each location.

3 THE POWER OF VELOCITY & SALESFORCE your customers response to workflow notifications throughout the entire fulfillment process. There is nothing better than having information at your finger tips, especially when it comes to serving your customers. Seamlessly manage your customers experience with Matrix by empowering the team to deliver that 100% customer experience. Imagine, your sales staff viewing what items are in stock, and on order. Imagine SALES ORDER Sales Orders - Create an opportunity, convert to a quote and to the final order for fulfillment. Or just create an order to be fulfilled. Look up stock locations and item quantity on-hand while taking the order. Check for historical pricing on past orders. Track your profitability on each order and use the approval process for discounts and quality assurance on each order. Look up UPS freight cost and accept prepayments. Quick OrdersTM - Field order processing - Fulfill an order from a remote inventory location using a barcode scanner. At close of the quick order, inventory is debited, the order is closed and an invoice is created without the need of the warehouse pick, pack and ship process. Manage all remote inventory location by items and item history. Standing Orders - Create a volume purchase agreement or job site order for products that a customer agreed to over a period of time. Fulfill as needed and track item quantities shipped and remaining. Create price escalators on item if not delivered by specific dates. Can be used for pre-staging a deployment of items/skus. Subscription Billing - Set up weekly, monthly, quarterly, semi annual or annual billing. An order is automatically created with a workflow for fulfillment. When the order is created an opportunity is created as well to forecast forward. Items can be added at anytime throughout the subscription process without interruption. Great for maintenance agreements, professional services, or long term deliverables. Price Book View - When adding items to an order, search by 7 assignable tags, view quantity on-hand, availability, on-order and allocated at any inventory location. View last price sold, edit quantity, sales price, description, discounts, and cost of goods. View total discounts, total price and total profit margin. Order Fulfillment - Fulfill order line items from multiple warehouse locations, and or create purchase orders to suppliers for drop shipment on the same order. Ship to a staging location for pre-configuration and complete fulfillment, all managed from one order. Ship Staging - Print pick tickets, verify pick quantity and capture serial and lot numbers. Print packing lists for shipments. Fully integrated to UPS World ship. Purchase Orders - Create purchase orders to suppliers. Track cost of goods by item. PO s can be created for drop ship or ship to a warehouse location for stock. Receive vendor invoices against purchase orders, track payments along with other AP features. Receiving - Receive items against purchase orders, and RMAs. Capture serial and lot numbers using bar codes at the point of receipt. Receive in batch mode for SN and Lot ID. RMAs - Create returns from customers or vendors. Issue RMA s by case to work-orders, Invoices, and purchase orders. All Inventory is automatically managed in the customer asset history and inventory locations. Track vendor credits and customer credits. ORDER FULFILLMENT

4 INVENTORY MANAGEMENT Inventory Locations - Create unlimited locations for inventory to fulfill from. Create pre-config and service returns locations. Transfer inventory from one location to another. Receive finished goods from manufacturing or assembly. View all transactions associated to the item and location, such as Orders, Purchase Orders, RMA s and Pick Tickets. Track quantity on-hand, allocated, on-order, available and in quarantine. Item Management - View quantity on-hand of each item, the allocated quantity, and the available quantity to fulfill the orders. View open purchase quantity on order or if any items that are in quarantine associated to an RMA. Track serial number and Lot numbers associated to products with expiration dates. Mobile Bar Code Inventory Lists - The Point of Sale Order feature simplifies mobile reps order entry, just a couple of scans and the entire fulfillment process is complete down to the invoice. Print out the product code and serial and lot numbers in a bar code format for quick access and order processing. Product Lists - The products detail page has extensive options per part number: Product Name, Part number, Product Description, Preferred Vendor, Manufacturer, Product Code, warranty with expiration, COG and date, taxable, serialized, non-inventory item, this list goes on. Product Search - Extensive drop downs search by Product Category, Product Family, Product Group, Product Type or search by manufacturer on each item. Search by user definable fields. Financial - Select if the Product is Taxable, Serialized, or a Non-inventory product like labor or professional services. Enter the last COG date and the cost. Product Warranty - Set warranty duration and time along with warranty description on a per item basis. Warranty begins when the items are invoiced. Price and Price Book - Assign items to a price book, set your sale price per item. Multi currency supported. Create price books per customer or product line. Use price book for specials of the month. Account Management Possibly Account Information - Set up default terms and conditions, Freight, Sales Tax, exemption, and credit line. PDF Notes & Footers - On system generated PDFs, such as Orders, Purchase Orders, and Service Orders, additional information can be added from the account for default notes and footers. When you create a PDF the note or footer will display on the bottom of the document. Example: Note = Thank you Footer = Invoice to follow Assets List - From the asset list, view serial numbers, Lot ID, asset name, the order associated with the asset, the warranty status and RMA s. You can drill down to any asset and view the transaction history. Ship Sites - These are additional locations such as branch offices or remote asset locations. Rather than having many of the same companies with different addresses, you can have Corporate Headquarters, with many branch offices. Each ship site tracks all assets shipped to that location with serial number, order, asset name and warranty. System Wide Access - From the account page, you have access to the Matrix features and features. Account detail, Matrix information, Vendor information, Notes and footers, RMA s, Assets, ship sites, opportunities, quotes, orders, invoices, standing orders, automated orders & opportunities, credits, cases, pricebooks, contacts, contracts, history, notes and transactions.

5 Accounting & Finance Invoice - Invoices are generated at the close of an order. Track freight, Taxes, special fees, and the order associated, case/service order if applicable, payment status i.e. partial or paid in full, create RMA s, credits memo s, view or edit line items, PDF of invoice. Accounts Receivable - From the invoice, receive payments by individual invoices, by the account or by the order. Select a transaction type, payment type, and allocate payments or credits to invoices. Accept payments in full or partial. Accept pre-payments with orders before invoicing. Purchase Orders - Receive vendor invoice, verify the quantity ordered to quantity received and quantity billed. Verify the serial and lot number captured and the serial number on vendor invoice. Accounts Payable - Keep track of payments on vendor invoices to include partial payments and remaining balance. Apply credits memo s from vendors to vendor invoices. Credits - Issue credit memo s for returned items or credits for advertised specials with a date range expiration. Issue credits against line items by way of RMA on invoices and purchase orders. Issue good will credits to an account with expiration date range directly from the Credit Memo option. RMAs - Issue inbound RMAs to your customers. Create outbound RMAs to Vendors. Track vendor RMA s and credits by PO and customers credits by invoice and PO. Track RMA,s on Cases by third party repair. Case to Service Work Orders Matrix Case management - Create a case for general support, track time and automatically create an invoice for services rendered. Case to Service Work Orders - After creating a case, add case items form the customer asset history or add new items on the fly, with and without serial numbers. If item (s) is covered by a maintenance agreement, the case item will indicated it is covered. Time and Material on SWO - Add labor, parts, and other items to SWO for billing. Manage multiple case item assets on one SWO and bill out labor and parts used by each case items on one invoice. Parts Inventory - Manage all customer service returns using RMA s on case items. Manage mobile and remote parts locations for field service. At the close of a case, fulfill the SWO and automatically debit parts usage and inventory. Track all serial numbers associated to parts and customer inventory. Warranty - Track warranty periods by customer asset history by product. When adding a case item to a SWO view if items is within warranty status. MAINTENANCE CONTRACT and RENEWALS Matrix Maintenance Agreements - Add customer purchased assets to agreement lists, serialized and nonserialized. Track manufacturer warranty on each item. Set automatic renewal duration and billing cycles, Add or remove items as needed. Add non purchased item to agreement list and customer asset history. Workflow Alerts - Send account managers contract renewal alerts prior to expiring. Set up workflow rules to send customer renewal agreements prior to expiring. Profitability - When creating cases, track all parts and labor usage on items that are under maintenance for profitability per agreement.

6 Matrix velocity is this one thing that brings everything together... A Dataflo Consulting Company Headquartered in Omaha Nebraska

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