Intr

ust

Win

Dis

trib

uti

on

So

ftw

are

Intrust Win Distribution Software

InventorySales OrderPurchase OrderBill of Materials/KittingReworkLot/Batch/Serial Number TrackingDistribution Requirements Planning (DRP)Warehouse ManagementCustomer Relationship ManagementLanded CostMulticurrencyMobile OrderVendor Managed Inventoriese-Business applications

Intrust Win distribution software delivers the visibility into operations,customers, and suppliers that is required to help track products, lowerinventory levels, and deliver on customer specific requirements whilelowering the costs of internal operations. Built on Microsoft technology,Intrust Win delivers the integration from customer to warehouse to generalledger to supplier needed to support your growth while allowing theflexibility required to meet increasingly difficult customer demands.

Integrated with Intrust Win accounting and back office solutions, yourdistribution needs are covered with these applications:

from Integrated Systems Technology, Inc.

Integrated Systems Technology, Inc., 1925 W. John Carpenter Freeway, Suite 300, Irving, TX 75063

Intr

ust

Win

Dis

trib

uti

on

So

ftw

are

Close attention to the goods your company purchases and receives is as crucial to your business as thegoods you sell. Intrust Win Purchase Order gives you the power to take charge of purchase processingfrom the moment you decide to buy through the time the order is fully received and invoiced. You’ll be ableto detect shortages and incorrect invoices so that you pay only for the goods you have received. You canconfirm and track every detail of an order you place with a vendor and specify how you want your goodsshipped.

There’s more to order entry than keying in the information. You need quick and easy access to informationin order to provide the fastest and most efficient service to your customer.You also need an efficient systemfor picking, tracking and billing. Intrust Win Sales Order offers a host of features to improve your flexibilityand efficiency and maintain customer goodwill by handling their orders promptly and accurately. Backorderinformation is right at your fingertips so that you’ll know exactly what’s ordered and when it will ship. And,you can print an online invoice or pick ticket with just a click.

800.633.5583

Order Entry and Purchasing

www.istserve.com

Intrust Win Warehouse Management brings your inventory management to the warehouse floor,giving you precision inventory handling and dramatically improving your efficiency in picking,packing and shipping orders by maximizing the productivity of your warehouse staff. Intrust WinWarehouse Management includes software that can be loaded onto data collection devices that usethe Pocket PC or Windows Mobile operating systems, providing real-time, wireless updates from thedock or warehouse to your database. Functionality includes receiving, picking, physical inventories,bin movements and more.

Success for distribution companies begins with inventory. You need to track it, identify your bestproducts, and understand their purchase/sales cycles. Intrust Win gives you these abilities andalso helps you spot seasonal demand patterns, summarize the value of the items you have onhand, and summarize the margin on items sold during the year.

Integrated Systems Technology, Inc., 1925 W. John Carpenter Freeway, Suite 300, Irving, TX 75063

Intr

ust

Win

Dis

trib

uti

on

So

ftw

are Inventory and Warehouse Management

For your program sales, bin stocking or consignment, where your customer provides a periodicforecast you might find Distribution Requirements Planner (DRP) to be your best tool to determinereplenishment requirements. Or, you can use DRP in conjunction with the other replenishmentmethods.

Knowing when to buy and how much to buy is still one of the toughest tasks that a distributor faces. Buy toomuch or too early and your overstock situation becomes a cost burden. Buy too little or too late and you’vemissed sales and have unhappy customers. Intrust Win gives you the tools to help with those decisions.You have the option of using EOQ or Min/Max and you can make this choice by inventory item. Once set upthe system will take it from there to identify those items that need to be purchased and the suggestedreorder quantities.

www.istserve.com800.633.5583

Replenishment and Forecasting

Vendor Managed Inventories

Intrust Win will support your bin stocking, consignment and other vendor managed inventoryarrangements. A variety of scanners and other automated data collection devices will fit yourrequirements and the requirements of your customers. These VMI systems will free you and yourstaff from the day-to-day tasks and allow you more time for business development.

Being able to respond quickly to changing business trends requires up-to-date information that youcan act on. The Intrust Win Digital Dashboard gives you that information in a timely fashion andallows you to select the data set you want to see. The Dashboard gets routinely updated from datain the Intrust Win software.

Integrated Systems Technology, Inc., 1925 W. John Carpenter Freeway, Suite 300, Irving, TX 75063

Intr

ust

Win

Dis

trib

uti

on

So

ftw

are

Digital Dashboard

Inventory Updates occur in real timeMultiple locationsValuation based on LIFO, FIFO, Standard or AverageCostUnlimited Units of Measure with conversion factorsFull inventory and cycle countsAutomated suggestion of alternates for out of stockitemsKeyword lookupLot, batch, and serial number trackingUser-defined fieldsReporting by sales category and product lineAttach pictures and long descriptions to any itemFull analysis reporting including Overstock, Slow/FastMoving and Trend AnalysisCustom define labels, optionally with bar codesImport function for physical counts

Flexible reporting formats. Reporting based on daily,weekly, or monthly summariesDRP inquiry with a grid, graphical or detailLead time managementComponent peggingAutomatic purchase requisition generationSales forecast regenerationOptional interfacing to BOM/KittingMaster schedule maintenance

View inventory item quantities for locations, bins, andcontainersPrint a report of item quantities to help determine howbest to satisfy item demandFlexibility to search for orders when you have insufficientinformationDrill through to view several layers of item detail at onetimeIdentify sources of item demand, track overages or loss,and view related movement activityView orders released by another user and workstation IDExport released order information into a data collectiondevice for picking inventory itemsAchieve more accurate accounting by assigning thecosts of transit to either the source or destination whentransferring items between locationsEnter adjustments to inventory item quantities due toloss, breakage, or accidental overshipsLocate and track item movement within the warehouse;move a single item from one bin to another or move allitems in entire bins.

Automated requisition system using user-configurable parameters including EOQ, Min/Max,and forecast based on trendsOptional direct feed from sales transactions torequisition systemVendor selection based on lowest cost, best deliveryor default valuesRequested ship dates by line itemFlexible order inquiry finds new, in-process orcompleted orders from one functionRecurring orders for blanket contractsMultiple ship-to locationsSupports lot, batch and serial numbersBatch or online purchase order generationScheduled delivery reportingAttach comments to vendors or ordersOptional inventory accrual allows product to bereceived and sold before the receipt of the vendor’sinvoice

Remote bin stockingConsignmentBin SwapUtilizes bar coding and hand-held data collectiondevicesTag file for remote bin stocking expands theknowledge base of stocked itemsConsignment system provides flexible usagereports

Enter transactions at any point in the life cycle: Quote,New Order, or InvoiceQuickly convert quotes to orders and order to invoicewithout duplicate entryUnlimited number of line items on a transactionIndividual ship dates by line itemSophisticated pricing models including Price ID,quantity breaks, customer level, price structure,contract pricing and promotionsOne-click access to product availability lookupPrice calculator allows you to determine bestavailable price and offer verbal quotes before enteringa transactionSingle or split commissions payable on shippedorders or paid invoicesSell from multiple locations on one Sales OrderAutomated interface to Accounts ReceivableOptional link to directly create purchase requisitionsfrom transactionsOptional browser-based and mobile device (wireless)order entry systemUnlimited taxing authorities, each with up to five taxlevels and nine tax classifications

Warehouse Management

DRP

VMI (Vendor Managed Inventory)

Purchase Order

Sales Order

800.633.5583 www.istserve.com

Inventory

For more information or assistance:Phone 800.633.5583 Fax 214.634.0448e-mail sales@istserve.com www.istserve.com

Compare anticipated costs with actual costsassociated with similar assembliesMaintain accurate inventory quantities for yourassemblies and partsRelieve materials and receive finished goods inone processBuild non-lotted assemblies that contain bothlotted and non-lotted componentsChange components for a group of select itemswith the global replacement of itemsSet up kits with unique inventory numbers andinclude an unlimited number of components,each with its own item numberSeparately track the costs of the components butassign the price to the kitEnter builds before, during or after the factEasily develop kits for sale and, if necessary,adjust the content of each kit at order entry timeView a bill of materials in an Explorer-styleinquiry

Effectively capture customer’s orders anytime,anywhere with a mobile PDA deviceData is shared with Intrust Win accountingapplications decreasing order entry time andeliminating double entryQuickly scan items onto an order using IntrustWin bar codesUse a wireless option to connect devices to alaptop for data retrievalDownload data from Intrust Win directly intoyour stand-alone deviceAdd orders for existing customers or add newcustomersQuickly add customers and ship-to addresseson the flyAutomatic verification of existing customer’scredit limitsAllows prepaid ordersEnter and print credit memos, invoices andshipped orders

General LedgerAccounts ReceivableAccounts PayablePayrollDirect DepositEnhanced Payroll Tax ReportingFixed AssetsBank Reconciliation

InventorySales OrderPurchase OrderBill of Materials/KittingReworkDistribution Requirements Planning (DRP)Warehouse Management

Point of SaleProject CostingCRMMulticurrencyLanded Cost

Advanced Financial AnalystAdvanced Information AnalystInfo-AlertDigital Dashboard

CatalogShopping CartOrder StatusA/R Status

Intrust Win Applications

Specialty SolutionsAccounting

Distribution

Business Intelligence

e-Business Applications

Bill of Materials/Kitting

Integrated Systems Technology, Inc., 1925 W. John Carpenter Freeway, Suite 300, Irving, TX 75063

Intr

ust

Win

Dis

trib

uti

on

So

ftw

are Mobile Order