1. Slide # 1 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. A Moment of Truth … Are you looking for a better way to build your business than card files and Post-It Notes? Have you ever missed a sale due to lack of follow up? What if you paid yourself on April 15 instead of your accountant?

2. Slide # 2 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Welcome to MLM Easy Money!!! Where Post-It Notes are just something for your kids to play with! Where follow up is guaranteed (and even automated)! Where doing your taxes is as easy as…

3. Slide # 3 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Getting Your Nails Done! = Doing your taxes!

4. Slide # 4 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Setting up the program Establishing your starting inventory Entering your Arbonne purchases Building your contact and customer database Entering reorder or class sales Printing an invoice Generating a class Recap Entering commissions and expenses Doing your taxes Tips and tricks for getting around in the program Topics

5. Slide # 5 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Settings To set tax, freight and preference settings Click on Help and then on Setup Wizard or Click on Sales, Purchases or Preferences on the Settings menu

6. Slide # 6 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Sale Settings Freight on product sales If you charge your customers freight check the box. Enter a fixed Minimum or Handling Charge. Enter a Rate % (e.g. 10 for 10%). Select the method for calculating and allocating freight (typically “Retail price”).

7. Slide # 7 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Sale Settings (cont’d) Tax on product sales If any of your product sales are taxable, check the box. If you charge your customers sales tax, check the box. Enter your Sales Tax rate (e.g. 5 for 5%). Select the method for calculating and allocating sales tax. If freight by itself isn’t taxable, check the box.

8. Slide # 8 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Purchase Settings Freight on product purchases Leave the box unchecked Enter the Rate % (10 for 10%). Select Retail Price as the method used to calculate freight.

9. Slide # 9 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Purchase Settings (cont’d) Tax on product purchases Leave the box unchecked Enter your Sales Tax rate (e.g. 5 for 5%). Select the method for calculating and allocating sales tax. If freight by itself isn’t taxable, check the box.

10. Slide # 10 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Starting Inventory To establish your starting inventory Software starting date is after your consultant starting date Enter a purchase on the day before your software starting date, that covers all of the product you have on your shelf as of that date (see ReadMe File on the Help menu for details on entering purchases). Use typical cost, tax and freight values. Enter “Starting Inventory” in the Comment field on the Purchases screen. Software starting date is the same as your consultant starting date You do not need to establish a starting inventory.

11. Slide # 11 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Entering Your Arbonne Purchases Click on Purchases to go to the Purchase screen. Enter the Date. Enter your Arbonne invoice number in the P.O. # box. Select Arbonne Intl. as the Vendor (use the second ellipsis … button to add Arbonne if necessary. Select the Method of payment (use the ellipsis … button to enter multiple payments or methods).

12. Slide # 12 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Entering Arbonne Purchases (cont’d) Select all of the Retail Products from your order. Select any Bonus Products from your order and enter “5” in the Unit Cost box. Select any Purchase-with- Purchase products from your order and enter the actual price in the Unit Cost box. Select any Host Gifts from your order and enter “20” in the Unit Cost box. (Notes are shown for training purposes only)

13. Slide # 13 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Entering Arbonne Purchases (cont’d) Select any Host Special Products (100 for 20) from your order. Set the Extd Cost to 20.00 for the first item in each group of HSP. Set the Extd Cost to 0.00 for the remaining items in that group. (Also ok to average cost across all items). UNCHECK the Dis (Discount) and Vol (volume) checkboxes next to everything EXCEPT Retail Products. (Notes are shown for training purposes only)

14. Slide # 14 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Entering Arbonne Purchases (cont’d) Enter the total of all Business Aids from your order by clicking on the ellipsis … button and using the Business Item Expenses window.

15. Slide # 15 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Entering Arbonne Purchases (cont’d) Enter your Consultant Discount in the Discount box. Enter the Shipping from your order in the Freight box. Enter the Tax from your order in the Sales Tax box. Click on Record to save your entries. This adds the entered products to your inventory and records all of the associated financial information.

16. Slide # 16 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Optimizing Arbonne Purchases If you have not yet placed your purchase with Arbonne, use the Purchase Optimizer to maximize your “100 for 20” and RSVP purchases. Click on Purchases to go to the Purchase screen. Click on Optimize to open the Purchase Optimizer window.

17. Slide # 17 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Optimizing Arbonne Purchases (cont’d) Select the Retail and Host Special (“100 for 20”) products you would like to purchase (don’t enter Bonus, PWP or Host Gift items). Enter the Qty for each product. Click on Allow RSVP if applicable. Click on Limit HSP to limit the number of “100 for 20” “packages” if desired. Click on Optimize.

18. Slide # 18 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Optimizing Arbonne Purchases (cont’d) Select as many “Earned” Bonus, PWP or Host Gift items as desired. To finish later, save your entries either before or after optimizing using the Save option on the File menu. Click on OK to return to the Purchases screen with your entries from the Purchase Optimizer window. Click on Help for more information about the Purchase Optimizer window.

19. Slide # 19 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Contact Groups Affiliation: associates a person with a specific business Primary Relation: primary business relationship Addl. Primary Relations: additional business or personal relationships (e.g. Friend or Xmas Card List) Secondary Relation: a subgroup within the selected Primary Relation (e.g. “Reorder” as a subgroup of “Customer”)

20. Slide # 20 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Entering Contacts To enter a new contact Click on New Listing Enter First and Last name Select a Primary Relation Enter as much additional information as desired Click on Save Listing

21. Slide # 21 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Entering Contacts (cont’d) To modify an existing contact Select a listing to modify Make changes or additions as desired Click on Save Listing

22. Slide # 22 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Entering Contacts (cont’d) To enter a new Contact from the Sales screen Click on the second ellipsis (...) button Select New listing Make entries and click on OK You can also go back and forth between the Contacts screen and Sales or the Contacts screen and Purchases without losing entries

23. Slide # 23 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Adding and Selecting Events Click on the ellipsis (...) button Click on Add Enter the Date and Description Select the Host or add a new one using the ellipsis (…) button Click on Save Click on the Event and click on Select.

24. Slide # 24 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Entering Sales The Sales screen is used to record all INCOME RESULTING DIRECTLY FROM THE SALE OF PRODUCTS. Products sold using the Sales screen are automatically removed from your personal inventory.

25. Slide # 25 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Entering Sales (cont’d) Enter the Date Invoice # should be automatically entered Select the Customer or add a new one (second ellipsis button) Select an Event or add a new one (ellipsis button) Select the pay Method (use the ellipsis … button to enter multiple payments) Check boxes as appropriate

26. Slide # 26 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Entering Sales (cont’d) Select the products by Item # or Description Enter the Qty Enter a discount amount or percentage if appropriate in the Discount box Enter the Freight and Tax (or have the program enter them for you) Click on Record Sales

27. Slide # 27 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Printing or E-mailing an Invoice Click on Invoices Click on the invoice(s) to be printed (CTRL key allows multi-select) Click on Preview or Print Click on E-mail to send HTML copies to your clients Click on Customize to modify the appearance of all invoices

28. Slide # 28 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Class or Host Recap Go to the Reports screen Click on Event or Host Summary Click on Preview or Print Click on the party and then on Select

29. Slide # 29 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Entering Income The Income screen is used to record all INCOME NOT RESULTING DIRECTLY FROM THE SALE OF PRODUCTS (e.g. Commission or Bonus checks)

30. Slide # 30 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Entering Income (cont’d) Select the Date Select the Category Enter the Amount Select the Method of payment Click on Record Income To review or make changes, click on Edit Income, then double click on the entry you want to edit

31. Slide # 31 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Entering Expenses The Expenses screen is used to record all EXPENSES NOT DIRECTLY RESULTING FROM THE PURCHASE OF PRODUCTS (e.g. Postage, Mileage)

32. Slide # 32 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Entering Expenses (cont’d) Select the Date Select the Category Enter the Amount (for Travel, Meals, Entertainment and Mileage use the wizard) Select the Method of payment Click on Record Expenses To review or make changes, click on Edit Expenses, then double click on the entry you want to edit

33. Slide # 33 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Tax Time Set the Current Time Period to the correct tax period Go to the Reports screen Click on Income Tax Report and then on Print Use the Backup option on the File menu to back your data up to a floppy Optional: Click on Expenses, then on History, then on Print (put this report with your tax records)

34. Slide # 34 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Tips and Tricks Entering Dates Click on the ellipsis (...) button then click on the date Use Up and Dn arrow keys to scroll 1 day Use PgUp and PgDn keys to scroll 1 week Auto fill when typing

35. Slide # 35 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Tips and Tricks (cont’d) Selection boxes Select with mouse Type to select Use Up and Dn arrow keys (scroll 1 item) Phone and credit card numbers Auto formatting (just enter the numbers – no spaces or formatting)

36. Slide # 36 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Tips and Tricks (cont’d) View contacts in a customizable, sortable display Secondary address info Send an e-mail to this contact View or edit a contact’s scheduled activities Additional credit cards Quick history of a contact’s purchases Quick history of a contact’s Events

37. Slide # 37 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Tips and Tricks (cont’d) Entry Grid Select Boxes Shift with Up or Dn arrow key (scroll 1 item) Type to select Display Grids Click on any column heading to sort Right click, then left click on Print Grid to print the sorted display Hover between columns and then click to adjust column widths

38. Slide # 38 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Tips and Tricks (cont’d) Settings Click on tax and freight labels to edit settings (Sales and Purchases) Click on last phone label to edit Click on any of the custom contact field labels to edit headings Click on Schedule / Start label to create or edit Follow-up Schedules

39. Slide # 39 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Tips and Tricks (cont’d) Right click To add choices to selection boxes To add or edit display grid entries To add or edit appointments (daily, weekly or monthly view) To clear single lines in grid displays

40. Slide # 40 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Tips and Tricks (cont’d) Backing up all of your data Click on the Backup option on the File menu Click on Browse Select a backup folder that’s not on your main hard drive (Note: Windows can’t write directly to a CD yet. Back up to your C drive and then copy the file on to a CD) Click on Backup

41. Slide # 41 Copyright 2004 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Congratulations! This presentation is also available via the Training option on the Help menu For links to all of our tech support resources please click on the Help menu or go to: www.mlmeasymoney.com/support.asp