Series2k Gas Station and C-Store Management System Sales Presentation

Series 2K Sales Presentation Series2k is designed to be: Easy to Use Easy to maintain Highly Flexible Only enter data once Use technology to ease operations Economical to own and maintain Get as much data from your POS & Web and utilize it Interface with QuickBooks 2003/2004/2005 all versions Mas90 Interface

Series 2K POS Interface Series2k Interface: Works with all POS types Consistent design Easy to Use Multi Station Central Office Using XML Technology

Series2k POS Interface Detail The Series2k POS Interface allows multi stations, multi POS’s to all be setup on one PC. We are also the only company that takes ALL POS types and converts the data to NACS XML.

The POS Setup and Maintenance screen allows you to : setup the time each station closes the end of day filter out data you do not want to import from the POS Setup Price Books rules and formats Check for price book updates on the web Series2k POS Interface Setup and Maintenance

The POS EFT Import screen allows you to import Fuel Invoices and EFT data from the oil company web site Currently we offer Chevron, Conoco and 76 but others will be added as available Series2k POS Interface Fuel Invoice and EFT Import from the web

New POS Monitor System Series2k has developed a new interface which will monitor your POS system and also post data as it becomes available to the web. This interface will also monitor price book updates that are on the web and then send them to the POS all automatically

Series2k is a subscription service which allows you to budget easily and also reduces large out lays of cash at start up or upgrades. Here the screen shows the auto subscription update system - simply click on :”Renew subscription from the web” and you are auto extended.(Requires web connection) Series2k Subscription Service all Web Based

To make certain access to your data is controlled we have a multi tier security system that lock out certain features for different users. Series2k Security Sign On

Main menu is all icon and description driven and allows complete access to all utilities and options in the system. Series2k Main Menu

Department Price Book Menu is displayed allowing complete inventory and price book control. Series2k Price Book/Inventory Menu

The QuickBooks Menu allows setting up and sending data to and from QuickBooks Series2k QuickBooks Menu

The EFT Menu allows setting up and data brought in from the oil company’s web site Series2k EFT Menu

The Excel Pivot Menu allows you to create Excel pivot tables to review and analyze in Excel. Series2k Excel Pivot Report Menu

The Database Utilities menu allows various maintenance of the database Series2k Database Utilities Menu

Fuel sales are displayed and calculated automatically for margin, daily and 30 day profitability. Display includes Gallons, total dollars, sales price per gallon with and without sales tax, current cost per gallon, margin, today’s Fuel Profit and your 30 day Profit ALL AUTOMATICALLY. Series2k Daily Fuel Sales

Fuel Reconciliation is also computed automatically and provided your tank monitor sends data to the POS system we import that data into the correct day and display your net and gross over and short as required by most states. Again all automatically. Series2k Daily Fuel Sales

Department sales and profit are displayed - noting your departments are Auto created and changed if your POS changes. Profitability is based on that days sales of actual SKU’s. Each day we automatically calculate your department profit based on THAT DAY’S SALES and convert that to the department level. (Only for departments that have scanned SKU’s) Series2k Daily Other Sales

Daily Cash Reconciliation is imported from the POS and then checked and corrected as necessary. If an item needs to be sent to QuickBooks that is shown here. Not all items need to be send to QuickBooks. Series2k Daily Cash Reconciliation

Complete SKU sales can be displayed, sorted and displayed in a simple manner along with the ability to choose date ranges, dept and sku items immediately Series2k SKU Detail

Manual Input is used in a number of scenarios: 1) Your station does not have a POS system that allows data to be downloaded. 2) System crash on your POS system. 3) Lost data In any of those cases we need to enter data manually and this is done in seconds simply by filling in the blanks of the departments auto created. Some clients run multi stations and have 1 or 2 stations with no POS connection. Using this allows you to simplify your manual and auto POS stations and run all in one system. Series2k Manual Input

What If’s To assist dealers in figuring out their profit margin and street prices we have install a new “What If Scenario” to show your WAM. Click on the What If’s button on the top main line and the following screen will display, noting data is always displayed for the last day in the system: Series2k What If’s

What If’s - Graphs The following graph gives a quick overall profit picture and can be for any date range Series2k What If’s - Graphs

Series2k Detailed Sales Analysis Overall View Detailed Sales Analysis is available under the Sales Analysis button and as can be seen gives incredible easy to read store analysis and enables the user to see trends and problem areas. This is available by one station or to add ALL your stations together in the same display.

Series2k Detailed Sales Analysis Detailed View Detailed Sales Analysis can then give you a department breakdown so you can see exactly where the problems and trends exist both by quantities sold and dollars sold. (This report is dollars sold) Comparisons are: 1) Same day to Same day last week. 2) Last 7 Days with the previous 7 Days 3) Last 30 days with the previous 30 days.

Series2k Sales Analysis by Quantity Sold no Decimal places Detailed Sales Analysis can also show you the data without the decimal places to make it easier to read. This report is now in quantity as opposed to dollars on the previous slide. (This report is quantity or gallons sold) Comparisons are: 1) Same day to Same day last week. 2) Last 7 Days with the previous 7 Days 3) Last 30 days with the previous 30 days.

Series2k Sales Analysis by Dollars Sold no Decimal places Detailed Sales Analysis can also show you the data without the decimal places to make it easier to read. This report is now in dollars as opposed to quantity on the previous slide. (This report is dollars sold) Comparisons are: 1) Same day to Same day last week. 2) Last 7 Days with the previous 7 Days 3) Last 30 days with the previous 30 days.

Series2k Sales Analysis showing actual SKU’s sold Want to see more detail ? Simply click on the first column of the department and you will see a breakdown of every SKU sold with the price for that station for that day ! INCREDIBLE ! You can even double click here and if the sales prices was wrong you can change the sell price immediately and so next time a price book is updated to the POS the price will be corrected !

Series2k Fuel Invoice Entry Fuel Invoices are entered in 2 ways: 1) Manually simply by clicking on the Add New Invoice button. 2) Auto import from the web site - if the Oil Company has a supported web site. This invoice is auto imported from the web site. The system can be setup so only prices that change need to be entered, otherwise data is auto copied from the previous invoice. Saving time !

Series2k Excel Pivot Reports A lot of Dealer like to see sales data in an Excel format, with Series2k you can get the data you want in the format you want displayed in Excel as can be seen from the next page. We can add Pivot reports as needed

Series2k Excel Pivot Reports - details As can be seen, this Excel report is filled automatically from the data in Series2k.

Series2k Price Book System The Series2k price book allows simple control of all your prices on your POS from a central system. You can sort and display by many different methods by simply clicking on the header - headers can also be grouped. To change prices simply hi light and group change - changing hundred’s of prices in seconds. You can also use standard Microsoft search utilities such as the wildcard (*) and find any group of items by UPC or Description.

Series2k EDI Palm Invoice System The Series2k EDI Palm Invoice system allows you to import electronic invoices from your vendors that offer this service. You can also input invoices from the Symbol SPT1700 or 1800 Handheld scanner. This can save invoices that are created at the front door of the store, or at Super Stores like Costco. This data is then used to update your price books and then these invoices can be consolidated to departments and posted to QuickBooks.

Series2k Utilities Menu The Series2k Utilities Menu offers basic utilities like back etc.

Series2k Reporting Series2k has a very large number of reports and if custom reports are needed please advise us. This service is included with our monthly fee. As can be seen the report selection is very complete and even allows you to customize reports if you have some basic Microsoft skills - please be careful though ask us for advice.

Series2k Reporting - Fuel Inventory The fuel inventory report shown below includes all necessary data for state and federal control

Series2k QuickBooks Posting To Post data to QuickBooks from Series2k you simply select the type of data you want to post along with the date range then click Post and the data is sent to QuickBooks automatically. You can post as many days at a time as you require.

Series2k QuickBooks Profit & Loss

Series2k QuickBooks Detailed GL Posting Series2k posts data to QuickBooks automatically creating: 1) Sales 2) Inventory 3) Cost of Goods 4) Fuel Invoices 5) Vendor invoices Converting Itemized SKU’s to Departments automatically 6) EFT transactions from Web 7) Receipts 8) Chart of Accounts as required

Series2k Critical Inventory Series2k understand how important cigarette, lottery, phone card inventory (critical inventory) is to a Gas Station/C-Store. For this reason we developed the only immediate feed back system in the industry. Our system uses our hand held SPT scanner to take SHIFT inventory and give IMMEDIATE reports back to the cashier to compare their actual sales with the missing inventory by department. We have also patented a system to actually take cigarette inventory at the rate of seconds per line to give an accurate count of a large C-Store in under 5 minutes.

Series2k Critical Inventory Using our barcode ruler and custom shelf labels we are able to easily and efficiently take cigarette inventory in approx seconds per row.

Series2k Critical Inventory Once shelves are scanned our system shows any missing rows and allows the user to input that data Then a complete line by line report is displayed showing O =Opening count + = Added items - = Sold Quantity C =Current Count Desc = Which shelf Then a report is created that shows each department sales allowing easy comparison with the register to show any discrepancy.

Series2k Web based Management Our new web based management system is a SQL system running on the web allowing data to be taken from the POS, processed at the site and then posted to the web. Here is a typical days data that can be viewed by owners and managers. This system gives all the necessary date including sales, margins, profit, cash and fuel reconciliation in one easy to view form along with a month graph for quick trend review. All fields can then be drilled down to show the actual day, week or month details.

Series2k Web based Management The main page allows immediate view of ALL your stations, then details can be viewed by clicking on the Sales/Reconciliation shortcut.

Series2k Contact Information Series2k Can be contacted: Main # (619) Fax # (619) P.O.Box 2022 La Mesa Ca 91943