Welcome to a tour of ProCom’s Work Order System. Please touch the mouse to begin. Welcome to Work Orders “Our goal is very simple: to give you the most comprehensive and efficient system available.” ProCom Solutions, Inc A Route 108 Columbia, MD Phone: (800) Fax: (410)

Creating Orders with the Work Order System Creating a Ticket Entering Required Parts Entering Labor Invoicing the Service Ticket Four Steps Start to Finish

You never need to know any customer or item number. Search Features Partial Account Number Telephone Number Company Name Contact Name UPC Code Partial Item Number Manufacturer Price List Item Description Customer Sales History Find Customers Quickly Add Items Easily

Inventory and Parts Lookup Lookup screens provide quick access to items and vendor parts.

Command Line Functions Command line functions and shortcuts simplify changing an order.

Warning Screens Warning screens alert you when a customer: is on hold is over their credit limit is past due has notes assigned Warning Screens Customer Inquiry Bill to Another Customer Change Customers Customers Options

Customer Inquiry View a customer profile by touching a function key. Warning Screens Customer Inquiry Bill to Another Customer Change Customers Customers Options

Billing to a Different Customer Enter a customer number to assign billing to a different account. Warning Screens Customer Inquiry Bill to Another Customer Change Customers Customers Options

Change Customers Change customers, and the order is repriced and recalculated automatically. Warning Screens Customer Inquiry Bill to Another Customer Change Customers Customers Options

Multiple Stocking Locations Real-time stock status displays for every location. If you don’t have enough on hand, you can sell inventory from another location. Inventory Features Multiple Locations Three Selling Units Substitute Items Lost Sales Tracking Serial Numbered Items

Three Selling Units Any three units of measure may be assigned to any item. Multiple Locations Three Selling Units Substitute Items Lost Sales Tracking Serial Numbered Items Inventory Features

Substitute Items If an item is out of stock, the system can replace it with a substitute. Multiple Locations Three Selling Units Substitute Items Lost Sales Tracking Serial Numbered Items Inventory Features

Lost Sale Tracking Capture lost sales for future inventory analysis. Multiple Locations Three Selling Units Substitute Items Lost Sales Tracking Serial Numbered Items Inventory Features

Serial Numbered Items Whenever you sell a serialized item, Work Orders displays a list of the serial numbers in stock. Multiple Locations Three Selling Units Substitute Items Lost Sales Tracking Serial Numbered Items Inventory Features

Serial Numbered Items Multiple Locations Three Selling Units Substitute Items Lost Sales Tracking Serial Numbered Items Inventory Features Serial numbers for the current order display a row of asterisks. Items committed to other customers show the customer number.

Contract Pricing Contract Pricing Sell specific items at a lower rate to selected customers. Contract Pricing Quantity Discounts Promotional Pricing Minimum Price Automatic Right-Pricing

Quantity Discount Contract Pricing Quantity Discounts Promotional Pricing Minimum Price Automatic Right-Pricing Quantity discount tables scale price discounts by volume.

Promotional Pricing Temporarily lower prices on selected items sold in a specific time frame. Contract Pricing Quantity Discounts Promotional Pricing Minimum Price Automatic Right-Pricing

Minimum Selling Price Contract Pricing Quantity Discounts Promotional Pricing Minimum Price Automatic Right-Pricing Work Orders never lets you sell an item below your minimum price.

Partial Warranty Split billing between vendors and the customer on a single work order.

Multiple Vendor Warranties Create warranty claims for multiple vendors from a single work order.

Start to Finish in Four Steps Creating a Ticket Entering Required Parts Entering Labor Invoicing the Service Ticket From start to finish, your customer is ready to go in minutes. Four Steps Start to Finish

Creating a Ticket Find customers quickly by searching on: Find customers by account, phone, name or contact. Enter the customer search data. Creating a Ticket Entering Required Parts Entering Labor Invoicing the Service Ticket Four Steps Start to Finish

Creating a Ticket Select from user-defined listings to enter: Repair Type Labor Rate Order Status Receiving Method

Creating a Ticket Select from user-defined listings to enter: Repair Type Labor Rate Order Status Receiving Method

Creating a Ticket Select from user-defined listings to enter: Repair Type Labor Rate Order Status Receiving Method

Creating a Ticket Select from user-defined listings to enter: Repair Type Labor Rate Order Status Receiving Method

Creating a Ticket Make note of any special directions the customer may give.

Creating a Ticket Enter an item number, or select from a list of prior sales and repairs.

Creating a Ticket Enter the tag number to identify the item at the time of repair or pickup.

Creating a Ticket Item Condition Customer Complaints Select from user-controlled listings to enter:

Creating a Ticket Item Condition Customer Complaints Select from user-controlled listings to enter:

Creating a Ticket Accept a deposit and print the receipt. From start to finish, your customer is ready to go in minutes.

Find by Item Number Entering Required Parts Enter the item number. Creating a Ticket Entering Required Parts Entering Labor Invoicing the Service Ticket Four Steps Start to Finish

Find by Item Number Entering Required Parts Work Orders displays the item’s real-time stock status. Enter the quantity required.

Locate by UPC Code Entering Required Parts Scan in a UPC code with a wand or shoot it with a gun.

Locate by UPC Code Entering Required Parts Highlight the item and touch enter to add it. The system finds every item with the UPC you entered.

Search by Partial Item Number Entering Required Parts Find items easily by searching: Item Number or UPC Code Partial Item Number Manufacturer Price List Item Description Integrated Parts Cataloging A question mark after a partial item number begins the search.

Search by Partial Item Number Entering Required Parts Highlight the item to include it in the ticket.

Manufacturer Price List Entering Required Parts Find items easily by searching: Item Number or UPC Code Partial Item Number Manufacturer Price List Item Description Integrated Parts Cataloging Enter an item from your price book or microfiche.

Manufacturer Price List Entering Required Parts Highlight the item and touch enter. Price lists are searched when an item is not in inventory.

Manufacturer Price List Entering Required Parts Add the item to your order by touching a function key.

Seek by Item Description Entering Required Parts Find items easily by searching: Item Number or UPC Code Partial Item Number Manufacturer Price List Item Description Integrated Parts Cataloging A question mark after a partial description begins the search.

Seek by Item Description Entering Required Parts If the list is too long, narrow the search by adding to the description.

Seek by Item Description Entering Required Parts Separate additional descriptions with a backslash.

Seek by Item Description Entering Required Parts Highlight your selection and enter the quantity through Item Inquiry.

Integrated Parts Cataloging Entering Required Parts A single keystroke lets you select a PartSmart Pick List. Find items easily by searching: Item Number or UPC Code Partial Item Number Manufacturer Price List Item Description Integrated Parts Cataloging

Integrated Parts Cataloging Entering Required Parts Items with sufficient quantity available are added automatically. System notifies you of stock-outs and offers alternate choices.

Integrated Parts Cataloging Entering Required Parts Price lists are searched when an item is not in inventory.

Integrated Parts Cataloging Entering Required Parts All items are added to your order seamlessly from the pick list.

Entering Labor Or manually enter your own task description. Select from user-defined listings to enter: Technician Task Component

Entering Labor Or manually enter your own component description. Select from user-defined listings to enter: Technician Task Component

Entering Labor Add the rate or touch enter for the technician’s default.

Entering Labor Enter the hours. Totals may be divided between billing and warranty.

Invoicing the Service Ticket Automatically adds shop charges at a fixed percentage. Creating a Ticket Entering Required Parts Entering Labor Invoicing the Service Ticket Four Steps Start to Finish

Invoicing the Service Ticket Warning screens alert you to when information is incomplete.

Invoicing the Service Ticket Multiple payment types may be used for cash customers.

Warranty Management Warranty Tracking and Printing Multiple Vendor Warranties Partial Warranty Claims Warranty Management provides:

Warranty Management Equipment and engine information is stored in free-style fields.

Warranty Management Create multiple vendor and partial warranties from just one ticket.

Warranty Management A single keystroke places you in any data entry category.

Warranty Management Select from user-defined tables to enter: Equipment Use Cause of Failure Work Performed

Warranty Management Select from user-defined tables to enter: Equipment Use Cause of Failure Work Performed Or enter up to three lines describing the cause of failure.

Warranty Management Select from user-defined tables to enter: Equipment Use Cause of Failure Work Performed Or enter up to three lines describing the work performed.

Warranty Management The system allows individual selection of warrantied parts.

Warranty Management Warning screens protect you from submitting incomplete warranties.

Work Order History Invoice Serial Number Customer Name Phone Item Number Tag Number Retrieve History by:

Work Order History Work Performed Parts Used Customer Complaints See a Complete History of:

Work Order History See a Complete History of: Work Performed Parts Used Customer Complaints

Work Order History See a Complete History of: Work Performed Parts Used Customer Complaints

Work Order History See a Complete History of: Work Performed Parts Used Customer Complaints

ProCom Solutions, Inc A Route 108 Columbia, MD Phone: (800) Fax: (410) Thank You Thank you for taking the time to learn more about Work Orders through this introductory tour. Please see one of our Sales Associates to discover how ProCom’s feature-rich suite of to discover how ProCom’s feature-rich suite of software solutions can increase your productivity and profits.