1. ION Reports – Old and New Jeff Gast and Mike York Wednesday August 13, 2014

2. Agenda New Reports Transfers Report Purchases and Laid-in Costs Schedules Report Tap Performance And more Old Reports, New Features UX Surveys Sales Report Advanced Reporting Techniques

3. Transfers Report Easy view of truck and warehouse transfers Also see write-off and repack information Audit product movement

4. Transfers Report

5. Purchases Report Audit ordered and received quantities Check when receipt and bill are expected Now shows unit cost components

6. Laid-in Costs Breakdown of all laid-in costs Compare laid-in cost to FIFO cost View costs for all suppliers and warehouses

7. Sales Tax Audit taxable sales Breakdown total tax by city, state, county, etc.

8. Sales Margin Company wide performance report High level comparison of sales, costs, and margins

9. Pricing and Promotions View all pricing possibilities Audit pricing by product and customer Create pricing catalog for salespeople and customers

10. Schedule Report Clean view of all employee schedules View sales information by day of the week Track off-schedule events Determine no-buy customer days

11. Tap Performance Report Detailed overview of tap shares Identify target customers for new lines Measure draft market share

12. Surveys Ability to view missed accounts Select all and Deselect all

13. New Survey Reports Results by Answer Breakdown of survey question regardless of survey Easy to evaluate Results by Survey Clear breakdown of survey results Dashboard view

14. New Survey Reports Results by Answer Results by Survey

15. Delivery Adjustments Subtotals now available Include voided orders View item date codes Include transaction date Current year month-by-month

16. Delivery Adjustments

17. Formulas

18. Advanced Filtering

19. Sales Report vs. Sales Performance Sales Report One time frame Moved fields and figures Sales Performance Comparing multiple time frames View year and month rankings Match sell days and include pending orders

20. eoTouch ION Reports Download DX Non-DX Favorites Email

21. eoTouch ION Reports

22. Summary New Reports Schedules Report Transfers Report Tap Performance And more Old Reports, New Features Sales Report UX Surveys Advanced Reporting Techniques

23. Discuss | Ask | Suggest Jeff Gast jeffg@eoStar.com Mike York mikey@eoStar.com