1. Unleashing the Power of the PriceBook in SuccessWare ® 21

2. What is the PriceBook The PriceBook in SuccessWare21 is your “Master Item List” It is a list of EVERYTHING that your company buys and sells Each of the items that your buy and sell are associated with a General Ledger Account

3. Where are PriceBook Items Used? AR Invoices- Both for Sales and Costing AP Invoices Purchase Orders Inventory Transaction Reporting

4. Why Use the PriceBook Decreases the opportunity for error during line item entry into invoices, purchase orders and during inventory control Simplifies the accounting process by eliminating General Ledger decisions at the time of entry Allows the ability to establish flat-rate pricing through the creation of tasks Allows for the analysis of sales and expenses by item number.

5. Structure of the PriceBook Parts Labor Miscellaneous Tasks Overhead

6. PriceBook Items are Linked to the GL Sale Types- Attached to items that can be included on an AR Invoice Expense Types- Attached to items that can be included on AP Invoices and Inventory Transactions

7. Part Items

9. Importing Parts Allows you to add parts in bulk Parts can be associated with vendors including vendor part number Vendor specific part number appear on Purchase Orders Part items can have their cost value updated based upon an import Vendor Part Information allows for auto-creation of Purchase Orders using the Purchasing Wizard

10. Importing Vendor Parts

16. Purchasing and AP

17. AP Item Distribution Report

21. Straight Forward Pricing & Other Tasks

24. Benefits of Adding Detail to Tasks Task Price will calculate based upon materials used. Automatic appearance of Job Cost Detail Task Duration used as “Billable Hours” in Billable Hour Efficiency calculation Automatic creation of POs and Requisitions from Sales Quotes and through the Purchasing Wizard Job Breakdown Report

25. Task Invoicing

28. The Purchasing Wizard Allows you to automatically create purchase orders –For materials required to complete a task –To restock a warehouse based on usage or min/max vs. current on-hand quantity Requires parts to have vendors associated with them

29. The Purchasing Wizard

34. Miscellaneous Items Represent non-part items that you may want to include on a AR or AP invoice Can include third party items you buy/sell such as warranties Can be used to represent discounts you wish to route to a specific GL Account

35. Missed Promise Guarantee

39. Overhead Items Overhead items are items that appear on AP Invoices generally to represent Operational Expenses The more specifically created, the more detailed they can be reported upon

40. Overhead Items

41. Overhead Item on an AP Invoice

42. AP Item Distribution Report

44. Customer Focused Marketing with SuccessWare ® 21