1. Deploy Sales Fulfillment & WMS Presented by: Grant Baker Implementation Consultant November 9th, 2015

2. Summary: Examine how to start using the best practice method of sales quotes and orders, pick & pack manager, picking, and deliveries. Who Should Attend: If you say these things to yourself: “We don’t know what’s on order” “It’s hard to keep track of what is order vs shipped” “I don’t know what’s been picked” “Where’s this inventory, OB says we have 20 cases?!?” SUMMARY #Orchestrate2015

3. 1.Overview of Sales Fulfillment & WMS 2.Process Steps 3.Benefits 4.Customer Story 5.Q&A AGENDA #Orchestrate2015

4. OVERVIEW Overview #Orchestrate2015

5. OVERVIEW #Orchestrate2015 Deploy Are You Ready? Is it a Good Fit? Do You Have a Champion?

6. OVERVIEW Fulfillment Overview Full sales management #Orchestrate2015 Process Specifics

7. OVERVIEW Best Practice Fulfillment Overview #Orchestrate2015 Sales Quotation Sales Order Pick & Pack Pick List Delivery

8. PROCESS STEPS Process Steps #Orchestrate2015

9. PROCESS STEPS OBeer Locations #Orchestrate2015 Sales – A/R Module Inventory Module

10. PROCESS STEPS Sales Quotation (Optional) What does it do? Why use? #Orchestrate2015

11. PROCESS STEPS Sales Order Commits Inventory Anticipate Delivery #Orchestrate2015

12. PROCESS STEPS Pick & Pack Manager Prioritize orders #Orchestrate2015 Allocate Inventory

13. PROCESS STEPS Pick List Printed Pick List Multiple Deliveries Customizable #Orchestrate2015

14. PROCESS STEPS Delivery Decrements Inventory Create directly from P&P manager #Orchestrate2015 Logistical Information Posts COGS

15. BENEFITS Benefits #Orchestrate2015

16. BENEFITS Why use this fulfillment Process Flow? Streamlines order fulfillment Process mimics reality More professional documents Print LESS paper #Orchestrate2015

17. TIPS Tips to Remember #Orchestrate2015

18. TIPS How do we get the most out of this process? Keep Sales Order Current Monitor Back Orders & Unfulfilled Orders Ensure everyone knows their role Communication #Orchestrate2015

19. CUSTOMER BrewHub shifts from Difficult to Streamlined Old Process 1.Receive Order 2.Create a Delivery 3.Print delivery as Pick List 4.Hand write actual QTY picked 1.If less, do a Return and redo Delivery 5.Give Delivery to driver with hand written notes on it #Orchestrate2015 New Process 1.Receive Order 2.Create a SO 3.Pick and Pack to combine orders together 4.Pick List created/printed and written on 5.Pick list tells dock actual QTY to ship 6.Delivery created/printed with no hand written notes – looks professional

20. Q & A Questions? #Orchestrate2015

21. http://forums.orchestrated.com Thank You!