Deploy InterfacesPOS | Expense | Payables

MONDAY, NOVEMBER 9TH, 2015

Presented by:Claudia MusickImplementation Consultant

Summary:This session will be covering our free interfaces and how to deploy them at your company.

Who Should Attend:

Anyone involved in the importing of data from external systems – specifically taproom sales, expenses, and payroll.

Logistics:

Feel free to ask questions as we go along – we will also have a designated time for questions at the end.

SUMMARY

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1. Purpose

2. Main Interfaces

3. Demo

4. Deployment

5. Testimonial

6. Q&A

AGENDA

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PURPOSE

Why Interfaces?

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PURPOSE

The “Why” to Utilizing Interfaces

• Eliminate manual data entry

• Reduce data entry errors

• Save time

• User friendly interface - excel based

• Easily managed by any user in system

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MAIN INTERFACES

Meet the Interfaces

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MAIN INTERFACES

POS Import Interface

Imports taproom sales from POS system export – accounts for inventory and revenue on one

document

• Can be configured for any POS system that can pull detailed sales reports

• Ties to taproom warehouse and customer

• Comes in as draft A/R Invoice

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MAIN INTERFACES

Expense Import Interface

Imports expense transaction data from expense management software and bank/credit card exports

• Template configured to map transaction data to specific GL accounts

• Ability to import as Journal Entry or A/P Invoice

• Can also be used for Payroll imports

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MAIN INTERFACES

Payables Import Interface

Imports A/P data for one or multiple business partners into database as multiple A/P invoices

• Splits invoices by business partner, date, or reference number

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DEMO

DEMOPOS Import Interface | Expense Import

Interface

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DEPLOY

Deployment

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DEPLOY

Deploying Interfaces [on your own]:• Identify interface areas to automate by priority

• Identify data cleanup in the third party [if needed]

• Modify the third party system

• Create interface mapping w/ initial export from third party

• Save the mapping

• Use saved mapping to process transactions per day/week/month

• Modify mapping/template as needed#Orchestrate2015

DEPLOY

Deploying interfaces with Orchestra:• Review project scope [including pre-reqs to initially begin

track]

• Assigned project consultant

• Training webinar

• Help with configuration/set up of interface

• Two weeks of stabilization [once interface is set up]• Including a Basecamp project for communication and one-on-one

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• On-going support#Orchestrate2015

DEPLOY

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If you are interested in any of our deployment tracks, please reach out to your project consultant or submit a support ticket.

We will get you in contact with your account manager to get you on one of our upcoming tracks!

TESTIMONIAL

Tim Twining and his POS Interface journey

POS System: SQUARE

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TESTIMONIAL

• Why did you choose to implement the POS interface?“We chose to go with the interface as a way to efficiently report our sales numbers and keep accurate inventory numbers with regards to OBEER. It seemed to be an easier system than going through sales reports everyday and figuring out what was taken out of inventory manually.”

• How did you roll it out?“We started recording numbers every day starting on September 1st. It probably took a month or so prior to that since at the time we had just hired in a new tap room manager and she was implementing daily operating systems for her staff. The three people we have working with it are our tap room manager, Laura who deals with the invoicing, and myself.”

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TESTIMONIAL

• What was the most difficult part of the implementation? “The most difficult part was developing proper communication channels on our end. Our tap room operates on Square and I had to learn how to pull daily sales sheets and add/edit items on the fly… I learned that spaces after items in the POS were the source of most of my frustrations.”

• What is the biggest benefit?“The biggest benefit right now is how quick and easy it is to use now that everything is clicking. Most days, I spend about a minute inputting the previous day's sales report. If changes do have to be made, they are usually done quickly.”

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TESTIMONIAL

• What would you do differently if you had to roll it out again?

• Any tips or tricks that others should know?

• Questions for Tim?

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Q&A

Questions?

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http://forums.orchestrated.com

Thank You!