Driving Business Performance

Software for merchants, wholesalers and retailers

Contents

3 Introduction

4 Trader introduction

5 Product & price management

6 Sales order processing

7 Purchase order processing

8 Stock management

9 Ledger accounting

10 E-commerce connectivity

11 Business analysis and CRM

Trader Booklet Page 3

Introduction

Trader has been designed to meet the specific needs of merchants, wholesalers

and retailers. Created and developed for the Windows operating system, it

provides a wealth of functionality yet remains intuitive and simple to use.

Trader’s flexible screen layouts simplify the sales process and promote good customer service. Details such as stock availability, alternative products, special pricing and customer sales history are all instantly accessible from point-of-sale, thereby providing counter staff with the necessary information to conduct a smooth and efficient transaction.

Trader combines the best aspects of off-the-shelf software with the advantages of bespoke solutions. As well as being deployable out-of-the-box, we can quickly and easily customise the software to meet individual requirements. Through the configuration of parameters and system settings, we can add depth in the areas where users need specific features or personalisation. The result is bespoke software at off-the-shelf prices.

Trader BookletPage 4

We decided Trader

was the best solution for a

company like ours that has a

very general mix of products

and customers, both cash and

account, retail and trade.

Ashley BranchBranch Brothers

Trader introduction

Trader is a versatile management application designed to address the needs of

merchants, wholesalers and retailers serving the building and allied trades.

It provides a robust business environment that seamlessly integrates sales, stock, accounting and reporting processes. Trader can help companies achieve tangible positive results such as improved efficiency, lower operating costs, enhanced customer service and increased profitability.

► Microsoft Windows operating system ► Intuitive and simple to use ► Microsoft SQL database platform ► Live data across the enterprise ► Mobile technology integration ► Buy-side and sell-side e-commerce ► Multiple barcode and invoice printer support ► Day-end and month-end procedures

► Block changes ► Block import ► Central maintenance ► Data export ► Graphical document output to PDF ► Personalised menus and displays ► Password protection ► Internal mail

Trader Booklet Page 5

Product & price management

Trader offers a comprehensive, multi-dimensional price matrix that allows the

creation of complex pricing rules.

Rules can be based on combinations of high level criteria such as customer class and product group. Likewise, more detailed criteria such as mixed-rate quantity breaks, contract pricing and rebated costs can also be incorporated. Special promotions can be configured for any product, customer and date combination with discounts applied automatically at point-of-sale.

► Product grouping and classification ► Supplier & customer cross referencing ► Multiple custom fields ► Flexible pricing ► Trade, retail and customer-specific terms ► Sales promotions and campaigns ► Psychological pricing ► Contract pricing

► Line-by-line profit and margin calculations ► True and rebate costs ► Boxed quantities and bulk sales ► Quantity breaks ► Kits and components ► Mixed-rate quantity breaks ► Discount matrices ► Velocity pricing

Trader BookletPage 6

Sales order processing

Trader’s highly configurable POS screens provide instant access to valuable

business information.

With details such as stock availability, special pricing and alternative products at their fingertips, staff can improve customer service and capitalise on cross-sell and up-sell opportunities. Behind the scenes, comprehensive price administration facilitates complex trading terms, quantity price breaks and sales promotions.

► EPOS and telesales functionality ► Barcode scanning and label printing ► Alpha / keyword / postcode search facility ► Supplier & customer cross referencing ► Branch stock visibility ► Transaction and bin-card enquiries ► Linked items and alternative products ► Items notes and PDFs ► On-screen images ► Restriction of sales ► Collected, delivered and direct deliveries ► Bought-out (non-stocked) items

► Integrated customer history and notes ► Quotations and pro-forma invoicing ► Suspended transactions and lay-aways ► Quick suspend and new order ► Sales backorder management ► Picking lists, collection and delivery notes ► Order number format checking ► Tile and timber specific sales ► Bank, apply or separate invoices for surcharges ► Van routing and delivery planning ► Graphical printing ► E-commerce incoming orders

Trader is such a

complete program; we’re still

finding new features that

make our life easier. This

software is now a vital

part of our business.

Andrew AspinallA R Aspinall & Sons Ltd

Trader Booklet Page 7

Purchase order processing

In addition to the processing of manual stock orders, Trader offers a host of

powerful ordering routines.

Automated suggested re-ordering, lead-time calculations and inter-branch transfers help improve ordering efficiency and ensure that products are stocked at optimum levels. Multi-sourcing, purchase promotions and best-buy analysis identify the most economical supplier for each product and maximise profit margins.

► Central, local and regional ordering ► Suggested ordering ► Scheduled daily ordering ► Best-buy product purchasing ► Secondary supplier sourcing ► Linear regression ► Inter-branch transfers ► Purchasing delays ► Purchasing promotions ► Kit purchasing and works order integration ► Minimum order values

► Boxed quantities and bulk buying ► Quantity breaks ► Lead time calculation ► Carriage charge management ► Inbound surcharges ► Goods received note invoicing ► Integrated supplier history and notes ► Bought-out (non-stocked) items ► Respecify prime suppliers ► Buy-side e-commerce connectivity

Trader BookletPage 8

Trader ticks all the boxes:

selling, purchasing, stock,

accounting, analysis and many

more. Business critical processes -

like stock taking - are much more

manageable tasks

with Trader.

James KeyseBuildit Gloster Ltd

Stock management

Trader automatically tracks stock as it progresses through the sales cycle. From

goods receiving to deallocation and despatch, electronic ‘bin cards’ record each

movement or transaction.

Stock adjustments such as credits or returns are also accurately recorded and monitored. Comprehensive usage analysis offers the ability to recalculate minimum and maximum stock levels based on sales history and forecasted demand.

► Live stock reporting ► Perpetual inventory ► Annual stocktaking ► Goods receiving ► Shortage notes ► Multiple bin locations and premises ► Multiple stocking units ► Barcode and label printing ► Barcode scanning for receipt and despatch ► Serial number tracking ► Freight mark-up and landed cost

► Minimum / maximum recalculation ► Product reclassification ► Stock cleanse module ► Collection notes ► Multi-branch stock levelling ► Inter-branch transfers ► Bought-out (non-stocked) items ► PDA-based stocktake, picking and receipt ► Returns to supplier ► Impress and vendor-managed stock

Trader Booklet Page 9

Ledger accounting

Trader offers powerful yet flexible accounting functionality that can be tailored

to suit individual circumstances.

As fully integrated components of the system, Trader’s ledgers automatically record all transactions conducted within the business without the need for additional manual data entry. Dedicated modules for credit control, VAT accounting, reporting and reconciliation further simplify the administration and maintenance of finances.

► Sales, purchase and nominal ledgers ► Multi-company ► Multi-currency ► VAT control and analysis ► Trial balance and balance sheet reports ► Profit & loss reports ► Debtors and creditors listing ► Credit control module ► Hard and soft stop-list ► Automatic stop ► Cheque printing ► Mail merge and customer notes

► Enquiry routines ► Payment import from CSV ► Flat-file export ► Rebates ► Consolidated invoicing ► Customer specific document specifications ► Customer and supplier rebates ► Invoice qualified credits ► Customer statements on demand ► Balance sheet and profit & loss ► Bank reconciliation ► Cash management

Trader BookletPage 10

E-commerce connectivity

The Tradernet suite of online applications and systems facilitate online trading

throughout the supply chain.

Solutions are available for both buy-side and sell-side connectivity and include web interfaces for both B2B and B2C e-commerce. Application-to-application solutions provide direct connectivity with the back-end systems of trading partners. Stock can be checked online, prices verified, orders raised and acknowledgments transmitted electronically.

► Browser-based solutions ■ Link to third-party websites ■ Real-time website connectivity ■ Online product search ■ Customer-specific pricing, stock & alternatives ■ Perform customer account enquiry ■ Perform customer invoice enquiry ■ Simple customer account details enquiry ■ Receive orders directly in point-of-sale

► Application-to-application solutions ■ Buy-side links to suppliers ■ Compatible with industry standards ■ 24/7 lookup and ordering ■ Instant price and availability ■ Flagged price differentials ■ Automatic alternative suggestions

Thanks to our new

Trader system, we have

100% confidence that all

items are being booked

out correctly.

Peter HancoxA J Paveley & Co

Trader Booklet Page 11

Business analysis and CRM

EMI+ is a powerful business intelligence module that helps decision makers

achieve an accurate assessment of their company’s performance.

Customised views, graphs and charts communicate data graphically, making it easier to identify trends and highlight opportunities for improvement. Trader’s CRM module captures data from sales and customer activity which is then analysed and used to improve customer service and promote additional sales.

► Essential management information (EMI+) ■ Comprehensive analysis of sales data ■ Modern interface with rich data visualization ■ Tabular report builder ■ Dynamic data filtering ■ Aggregation, percentages and ranking ■ User-defined functions and formulas ■ Trend, variance and gap analysis ■ Export data to various formats

► CRM functionality ■ Comprehensive customer-notes ■ User-defined data fields ■ Automatic point-of-sale prompts ■ Mail merge functionality ■ Call scheduling and tracking

MAM Software Ltd. · Maple Park · Maple Court · Tankersley · Barnsley · S75 3DP Registered in England · Registration No. 1797213 · VAT No. 391 0374 60 MAM Software Ltd. is a subsidiary of MAM Software Group, Inc.

+44 (0)1226 352900+44 (0)1226 352909

www.mamsoft.co.uk

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Driving Business Performance