Tips & Tricks Beyond the Basics Date, 2018 Presented by: First Last

Meet and Greet Name, title, company Reasons for choosing to attend this class

Agenda: Shortcuts Wish I Would’ve Known Utilities and Imports

Shortcuts General Shortcuts Table and Document Shortcuts Custom Shortcuts

General Shortcuts Shortcut Description Ctrl + Zero Display/hide Orchestrated main menu Ctrl + P Print the current document or record Ctrl + Q Exit Orchestrated Any letter + Tab Enter today’s date in a field Day of month + Tab Enter date of current month in a field Month/Day + Tab Enter date of current year in a field Ctrl + A Add mode Ctrl + F Find mode Ctrl + Click multiple items Selects multiple items at once Shift + Click item + Click another item Selects all items in the range between two clicked items Ctrl + Double click on field name Change the name of the field Shift + Click the X on a window Close all windows Ctrl + Shift + U View user defined fields Alt + W + Y Displays System Messages Log for errors

Table and Document Shortcuts Description Ctrl + i Add row Ctrl + M Duplicate row Ctrl + K Delete row Tab Go to next field Shift + Tab Go back to previous field Ctrl + Up Arrow Copy cell above Double click column header Sort column table in ascending order Ctrl + L See all details of row item without adding form settings Ctrl + Shift + S Open Form Settings Click + hold in Form Settings to… Drag and drop re-order columns Alt + V + F Fit column width Ctrl + G Display the Gross Profit window Ctrl + Tab in Unit Price field Open Last Prices Report Ctrl + Y Specify a payment method Ctrl + B Bring in total balance amount when entering a payment Ctrl + Tab in Whs field Open Item by Warehouses Report Ctrl + Right Arrow View next document or record Ctrl + Left Arrow View previous document or record

Tools>My Shortcuts>Customize Custom Shortcuts Tools>My Shortcuts>Customize Custom Shortcuts allow you to make your own shortcuts for each F key. If there’s one window you’re always needing, have it open with the push of a button!

Agenda: Shortcuts Wish I Would’ve Known Utilities and Imports

Wish I Would’ve Known Tooltip Preview Reverse Goods Issue/Receipts Brand Creation Wizard Item Templates Warehouse Assignment Wizard Search PdOs by MPN/Batch Packaging Run Drag and Relate

See further details without drilling in! Tooltip Preview Modules>Administration>System Initialization>Tooltip Preview See further details without drilling in! You can customize what you’d like to see in each different type of preview.

Reverse Goods Issue/Receipt Modules>Inventory>Inventory Transactions>Goods Issue (or) Goods Receipt New functionality to reverse a Goods Issue or Goods Receipt. Right click>Reverse.

Brand Creation Wizard Modules>Inventory>Brand Creation Wizard Create a new brand start to finish or make updates to an existing brand.

Item templates facilitate the use of the Brand Creation Wizard! Item Templates Modules>Administration>Setup>Inventory>Item Templates Item templates facilitate the use of the Brand Creation Wizard! Make your life easier by: Adding warehouses for a production step or finished good Adding ingredients to BoMs

Warehouse Assignment Wizard Modules>Inventory>Warehouse Assignment Wizard You can mass assign items to new warehouses using this wizard. This will allow those items to then be transferred to or stored in that warehouse or tank.

Search PdOs by MPN/Batch Modules>Production>Production Orders In Find mode, you can now search production orders by MPN or batch number.

Packaging Run Modules>Production>Production Forms>Packaging Worksheet>Right click tank>Create Packaging Run Advantages: Automatic calculation of volume consumed and remaining in tank Plan packaging for multiple tanks at once Plan packaging for bright beer PdOs not yet expressed

Drag and Relate Find related documents and transactions for any given item or business partner using the Drag and Relate function.

BREAK Take 10

Agenda: Shortcuts Wish I Would’ve Known Utilities and Imports

Utilities and Imports Item Master Utility Business Partner Utility Price List Utility Planning Management Utility Document Import Expense Import POS Import

Item Master Utility Modules>Utilities>Item Master Utility Common Uses: Audit all item information Add lead times Add weights Edit warehouse or item names Edit default warehouses for items Mark old brands/items as inactive Change purchasing or inventory unit of measure

Business Partner Utility Modules>Utilities>Business Partner Utility Common Uses: Audit business partner information Re-assign price lists for your customers Update payment terms for customers or vendors Edit customer or vendor names

Price List Utility Modules>Utilities>Price List Utility Common Uses: Create new price lists Rename price lists Reassign price lists for your customers Update prices of finished goods Update keg deposits/credits

Material Resource Planning (MRP) Tomorrow 12:45pm-4pm Planning Management Utility Modules>Utilities>Planning Management Utility Common uses: Set sales goals per customer Create demand forecasts for production based on sales goals Item management and MRP setup Material Resource Planning (MRP) Tomorrow 12:45pm-4pm

Document Import Modules>Interfaces>Document Import Common Uses: Import multiple documents at once Mass import sales orders Generate AP Invoices for outsourced accounts payable companies Taproom/warehouse transfers

Expense Import Modules>Interfaces>Expense Import Common Uses: Import bank or credit card activity using a csv or excel export file Generate journal entries or vouchers Generate AP item or service type invoices Set up and save an import template for each of your uses for quick importing

POS Import Modules>Interfaces>POS Import This import is used for importing your tap room sales from your POS. You will create item mapping to match your POS codes to your Orchestrated items. Taproom- Inventory & Revenue Tomorrow 8:30am-11:45am

Takeaways Take some time to write down your top three favorite tools, tips, or tricks you learned today.

Thank You! Orchestra Software 1400 NW Compton Dr. Suite 210 Beaverton, OR 97006 P: 877-683-2648 Web: support.orchestrated.com