pacsoft australia - the professional's choice

The Professional’s Choice in Retail POS and Inventory Management Software

Australia

“I’ve been using Optemizer for the past two years with Petstock. I find it very simple to use and very easy to learn.”Elizabeth Cibrasio, Sales Representative

Petstock Preston

“The benefit of Pacsoft is their A1 service, and

their support. That’s been a real difference to

other providers we’ve had in the past.”

Brett Peterson, General Manager

Brendan Danaher Timber & Hardware

“Pacsoft drilled down to the heart of our software problems and helped us every step of the way. I just don't know where we would be without them.”Rob Vanderkolk, ManagerBayswater Mitre 10

Pacso& Australia -‐ The Professional’s Choice… In Retail POS & Inventory Management So5ware

Why Choose Pacso& To Care For Your Business

No part of this publica?on may be reproduced or transmiBed in any form or by any means, mechanical or electronic, including photocopying and recording, or by any informa?on storage and retrieval system, without permission in wri?ng from Pacso& Australia Pty Ltd. 12 Cato Street, East Hawthorn, Victoria 3123.

The Professional’s Choice In Retail So&ware 3


Table Of Contents

Pacso& Overview 5

Meet the Pacso& Team Helping You With Your Business 6

How Pacso&’s Core Values Benefit You 13

Case Studies 16

Tes?monials 21

What We Do For You 33 The Cri?cal Steps To A Successful Retail Computer Installa?on 34 Optemizer Return On Investment 35 Pacso&’s Customer Care Program 36 Pacso&’s Value-‐Added Services 38 Optemizer Training 39 MOVE Program 41

How We Do It 43 What Makes Us Different 44 Optemizer Modules 45 Scibuy Scien?fic Buying 46 Target Inventory & Overstock Reduc?on 50 OptTimber 54 OptDelivery 56 TrendFinder 57 Q Buster Mobile POS 58 Q Buster Mobile POS In The Field 59 Hardware 60


When You Need Technology Advice For Your Business Speak To a Retail Technology Expert

Founded in 1984

With almost 30 years of supporGng retail businesses. A team of 35 professionals with more than 10 years service. You always speak to someone who knows what they are talking about.

Proven So&ware and Service For Your Industry Pacso& successfully services over 2,000 leading Timber, Hardware and Rural retailers.

Driven To Make You More Successful Pacso&’s purpose is to “Make Our Customers Money By Improving Their Efficiency & Profit”.

FAMILY BUSINESS Privately-‐owned company with family business values, founded in high ethical standards. A company with deep roots in the community.

Make Your Business More Compe??ve With The Latest Technology

Pacso& has always been the industry leader that others follow. In 2011, Pacso& lead the industry into the use of mobile technology, with iPads and iPhones. Pacso& was years ahead of the industry in moving to the windows placorm. Based on Microso& SQL server technology, which is ideally suited to the needs of your industry because of it’s reliability.

Pacso& Overview

Your Business Partner Meet the PacsoN Team Helping You

With Your Business


Your Business Partner: Pacso& The Company

Pacso& is a privately owned business employing some 35 people. We specialise in the Timber and Hardware retail segment and have over 2,000 customers throughout the world.

The company was founded in 1984 by current Chairman and owner Andrew Darbyshire AM. We were the first company in the world serving the Timber and Hardware industry to develop a true Windows based system in 1995.

We pride ourselves on our community involvement with a number of charitable organiza?ons.

More than half our team have been with the company for between 10 and 20 years. This stability is very important to Pacso& and our clients. We love our customers and treat them like family.

Being the rela?onship company that we are, is key to our ongoing success. Word of mouth is our main source of new business.

Partnering with Pacso& means you benefit from a friendly, personalised approach. We aren’t a large corpora?on managed by accountants and investment bankers looking for a quick buck. We do what we do with a sense of purpose for our customers. We have a strong balance sheet and carry no debt.


Management You Can Count On

Andrew Darbyshire AM – Chairman and Owner Andrew Darbyshire founded Pacso& in 1984 when he created Australia's first scanning retail hardware POS so&ware. Retailers quickly grasped the value of the Pacso& solu?on in Australia, and in 1994 Andrew expanded sales to the United States. His experience in those market places has allowed him to focus strategically on what technology is producing, and how it will benefit Pacso&'s retail customers in both countries. “I am passionate about having what I call the 3D’s To Success. Delighted Customers, A Dedicated Team and a Devoted Community. You will find that when partnering with Pacso5, this philosophy is the cornerstone of our approach.” In the 2012 Australia Day Honours, he was made a Member of the Order of Australia, for services to the community as a supporter of research into child related brain condiOons, through contribuOons to special needs children and their families, and to the arts. ad@pacso&.com

Andy Sayer– General Manager Australasia “I started working at Pacso5 16yrs ago as a So5ware Developer a5er leaving a major bank. I soon discovered that this was unlike any other company I had been employed as Pacso5 cared about their customers. Armed with a passion to learn the best ways to assist hardware and rural stores I completed business studies and moved into a Sales role. Where people o5en asked me ‘What makes Pacso5 so special?’ The simple answer… ‘Our loyal and dedicated team’. I’m proud to be part of a team that from the top down has a commitment to developing so5ware that changes people’s lives for the beWer”. asayer@pacso&.com.au

Vicki Vass– Australasian Customer Care Manager “I began my working career in AdministraOon and later developed a passion for InformaOon Technology systems. I undertook studies to further develop my skills in this area and I have been supporOng Point of Sale and Stock Control applicaOons for over 15 years. I started my journey with Pacso5 as a Support Analyst and later completed studies in Business Management and moved into a management role. I enjoy providing our customers with the necessary tools and skills required to make the right decisions when it comes to managing the challenging areas of their business.” vvass@pacso&.com.au


Your Business Partner: Pacso& In The Community The Melbourne Age 26th January 2012


The Team That’s Working For YOU…

At Pacso& we pride ourselves on the depth and breadth of talent, skills and experience of our staff. A policy of on-‐going educa?on and cross-‐training ensures their exper?se is maintained at the uppermost level. This knowledge and experience is passed on directly to our customers. Our combina?on of people, processes and technology, provide customers with a high caliber of products and services, that allow them to u?lize their informa?on technology resources to achieve a compe??ve advantage. We take the anxiety out of computer technology and enable customers to focus solely on their businesses. We are proud that a large number of our team have been a part of the company for 10 years or more. In these ?mes of high and costly staff turnover, we understand the importance of stability. It is most cri?cal to the success of our clients.


You Are One of Many Partners…

Over 2,000 customers around the globe have come to rely on Pacso&'s leading edge technologies to deliver strategic solu?ons, that are both open and flexible, resul?ng in efficient and profitable business management. Today, we con?nue to take customers to the forefront of their markets by using superior technology to power every element of their business. Pacso&'s pro-‐ac?ve customer service approach ensures that demands are met and exceeded, and reinforces our customers knowledge that they are Pacso&'s number one priority.


Your Business Partner How PacsoN’s Core Values Benefit You


Your Business Deserves a Partner Dedicated to Improving Your Product and Service Offerings…

Our purpose at Pacso&: To improve our customer's efficiency and profit. It's a simple purpose and we take it very seriously.

In today's ever-‐changing business environment, you need to be on top of your game. You need to have an edge that keeps your business efficient and profitable. Pacso&’s Optemizer is that edge.

When you select Pacso&’s Optemizer as your preferred Inventory Management System, you select a company with nearly three decades of experience and the solu?ons to take your business to another level. These are the first steps to increasing your efficiency and profit.

In line with our purpose, Pacso& recognizes the cumng edge benefits of the Apple iOS strategy and has developed numerous powerful apps for the iPad, iPod and iPhone to empower our customers. The reasons for choosing the iOS placorm are: stability, ease of so&ware update management, and the low cost of devices. In addi?on, it is the only mobile placorm that can be adapted to the retail environment with scanning, which is achieved by the use of a specifically designed accessory that turns the device into a professional retail scanner.

In a recent survey of retail so&ware providers, USA based Do It Best Corpora?on’s customers rated Pacso& the #1 provider. The only system recommended by John Danks & Son and PetStock.


Your Business Deserves a Partner with Mutually Beneficial Goals…

At Pacso& our primary goal is to provide sophis?cated technology solu?ons that save our clients ?me and money, from implementa?on through to ongoing opera?on.

We have grown our business over three decades by providing solu?ons that not only deliver basic efficiencies, but give our clients the power to beBer understand their business, their customers and their future.

Pacso&'s ability to adapt to the ever-‐changing economic environment, and our understanding of the mechanics of business make our technologies the best in their class.

To ensure that customers are at the forefront of the technology revolu?on, Pacso& provides the seamless backup and customer care required to power business systems.

At Pacso& we have a solid standing and con?nue to grow as an organiza?on, and as an industry leader. Our vision is to elevate and broaden the posi?on of Pacso&; we will achieve this vision by working closely with our clients and partners.


Your Business Deserves a Focused Partner…

At Pacso& we take great pride in ensuring complete customer sa?sfac?on by providing the highest level of professional service, and cost effec?ve system solu?ons for all levels of the retail and wholesale markets. Our five core values, success, teamwork, stability, competence and integrity, reflect Pacso&'s commitment to being the best, and allows us to offer our customers the pinnacle of results-‐driven aBen?on.


Success Teamwork Stability Competence Responsibility We promote company-‐wide pride in our work, semng a benchmark for success and crea?ng an environment where feedback is crucial in the success of each solu?on we provide.

Our pro-‐ac?ve and suppor?ve approach to teamwork results in consistently high customer ra?ngs. Our clear oral communica?on diminishes the uncertainty and isola?on that may stem from non-‐verbal interac?on.

At Pacso& we promote an enthusias?c and disciplined approach to our work, allowing our staff to remain focused on their tasks. This approach, combined with our sound financial situa?on, results in high staff reten?on rates and stability.

We apply lateral thinking to the development of solu?ons and tackle challenges rather than problems. This guarantees the highest level of crea?vity and competence in all situa?ons.

Taking ownership and accountability for ac?ons generates a healthy level of self-‐respect, mo?va?ng individuals to keep their word. At Pacso& we take responsibility for every facet of our work, from implemen?ng to suppor?ng your technology.

Case Study – BMS Mitre 10


StaGsGcs Improving Inventory Investment Improvements Mitre 10 Pacso& 75 Users Loca?on: Toowoomba, QLD Implemented 2005

Michael has experienced substan?al improvements in customer turnover due to the efficiency at the Point Of Sale. He noted that queues had shortened however customers have increased because customers are processed a lot faster, resul?ng in a beBer customer experience.

Scibuy is a huge benefit to BMS Mitre 10. Due to SciBuy they no longer order excess stock or too liBle stock.

Increase in customer turnover.

Administra?ve costs have decreased.

Excess stock has been eradicated.

Using fully integrated General Ledger.

“PDF Mail has saved us a lot of costs in labour and postage.”

Michael Janetzski, Company Director, BMS Mitre 10

Case Study – Gardenworld


StaGsGcs Increasing Efficiency Improvements Pacso& 8 users Loca?on: Braeside, Vic Implemented 2011

Once Optemizer was installed the following improvements became apparent: ü  Customer processing (speed) has increased by

15%. ü  Huge labour savings. ü  Mul?ple pricing for an item has resulted in an

increase in the sale of these products. ü  Integrated EFTPOS has allowed faster and

accurate credit card processing. ü  Staff are happier and less frustrated.

15% increase in sales processing. Decrease in labour expenses. Mul?ple pricing of a product has led to increased sales. No longer running two separate systems.

“There are smarts in it that can save you money in managing your stock beWer than you currently are.”

James Wall, Managing Director, Gardenworld

Case Study – Petstock


StaGsGcs Improved Efficiency & Accuracy Improvements 80+ stores Pacso& 400+ users Loca?on: Vic, NSW, QLD, SA & WA Implemented 2005

The installa?on of Optemizer has powered the growth of stores from 12 to over 80 with many more planned.

Petstock manage a points based loyalty system for over 400,000 members across all their stores with Optemizer. The company operates a mix of corporate owned stores and francised stores. A major benefit of Optemizer is its ability to control access to various data by individual users enabling the two ownership struc?res to comfortably coexist.

Improvements with centralised pricing controls and sales analysis. Petstock now has the ability to easily monitor progress of each store. Can now view and update sales figures live throughout the day across the en?re network.

“Optemizer allows us to grow our business rapidly and easily with excellent controls!”

Shane Young, Managing Director, Petstock

Case Study – Bayswater Timber Mitre 10


StaGsGcs Gaining Stock Control Improvement Mitre 10 Pacso& 17 users Loca?on: Bayswater, Vic Implemented 2007

In 2007 Bayswater Mitre 10 implemented Pacso&’s Optemizer. Once installed Michael used Optemizer as an Inventory Management system and not a “cash register” like his former Sympac system. The benefits of Optemizer are: ü  60% increase in inventory turnover. ü  Michael and his staff now have accurate

stock on hand data. ü  Sales history and repor?ng are now correct,

and Michael and his team are now able to make informed decisions.

60% increase in Inventory Turnover. Integrated General Ledger. Access to 24 hour 7 days week customer care service.

“Optemizer has allowed me to spend more Ome at home with my children, rather than fixing computer problems.”

Michael Vanderkolk, Manager, Bayswater Mitre 10

Case Study – Trademark Mitre 10


StaGsGcs Superior SoNware Support Improvements Mitre 10 Pacso& 16 users Loca?on: Port Macquarie, NSW Implemented 2011

The system not only provided the support Dennis was seeking, but also improvements in the daily running of the business: ü  Trademarks cash-‐flow has increased. ü  Account holders are now paying their bills

a lot quicker due to PDFMail, and debtor days have reduced from 38 days to 33 days.

ü  End of Month and End of Year are completed in half an hour.

Debtor days decreased – 38 days to 33 days. End of Month is performed in 30 minutes not 2 hours. Eliminated balancing errors.

“Pacso5 and their Customer Care Staff take the worry out of IT.”

Dennis Shepherd, Trademark Mitre 10

OUR PURPOSE, “To Improve our Customers Efficiency and Profit”


Noelene Willcox


G

ERALDTON AG

. SERVICES PO

BOX 6, G

ERALDTON W

A 6531 PHO

NE: 08 9965 7900 FAX: 08 9965 0108 ABN 36 008 931 360

8 June 2009

TO W

HOM

IT MAY CO

NCERN:

RE: PACSOFT AUSTRALIA PTY LTD

Our com

pany is a retail outlet supplying agricultural and various other spare parts. W

e have been using Pacsoft Optim

izer for over 5 years and find it to be a very user friendly system

, easy to learn and navigate.

If we ever encounter a problem the support staff at Pacsoft are great. Nothing

is too much trouble, even when our queries m

ay at times seem

trivial.

I would recomm

end Pacsoft to any company wanting to update their com

puter system

.

ALDO M

IANICH M

ANAGER


Dow

nunder Hom

e Tim

ber & H

ardware

Hi A

ndrew

I am not sure if you are aw

are but I have changed to the Danks group and w

e are becoming

Dow

nunder Hom

e Timber and H

ardware effective July 7

th 2009. I would like to personally

convey a very big thank you to you and most im

portantly all the staff there in Melbourne for

the excellent support we have received from

Pacsoft since jumping on board. The attention to

detail and prompt response tim

e has been exceptional and the system has had a huge financial

influence for the better to my business. W

e are switching to D

art support going forward from

here but I w

ould just like to let you all know that I am

more than happy to continue helping

out you guys by way of onsite dem

os for potential users as I have done in the past, as your guys have been so helpful to all of us here.

In a way it saddens m

e to leave the crew at Pacsoft as w

e have all become quite good phone

buddies also and I will still visit on m

y journeys down there.

In summ

ary I again thank all of your team sincerely for everything they certainly are a credit

to your company and I alw

ays have and will continue to publicise the professionalism

which

is demonstrated by your com

pany.

Regards to you all lets keep in touch.

P.S sorry to those I have missed out on the list as I don’t have your em

ails.

Michael H

atzifotis M

anaging Director

Dow

nunder Hom

e Timber &

Hardw

are 2 / 272 M

oggill Rd

Indooroopilly Qld 4068

Ph: (07) 3878 5008 Fx: (07) 3878 5800


495 M

cDonalds Road, South Morang

To whom it m

ay concern,

In April 2008 Brendan Danaher Mitre 10 upgraded its com

puter system to Optem

izer from

Pacsoft Pty Ltd. This was a huge change for the business after being with another software provider for nearly 10 years. After reviewing the m

ajor software providers, their products & their software support m

ade it clear to us that it was time to change.

In April 2008 we went live with Optemizer using the full system

including Accounts Payable, Account Receivable, Stock on Hand & General ledger. The inform

ation that we now receive for Optem

izer is now helping to drive our business, improving gross profit, stock turns &

sales performance not to m

ention helping to improve our general business adm

inistration practices.

I would have no hesitations in strongly recomm

ending Optemizer as a software solution for

any retail business.

Kind Regards

Brett Peterson

General Manager


TE (PNG

) Limited.

HEAD OFFICE:

BRANCH OFFICE:

Cameron Rd, W

aigani Laurabada Ave, Lae

P.O.BO

X 1388 P.O

. BOX 669

BORO

KO

LAE PH: 3256322

PH: 4726262 FAX: 3250350

FAX: 4721323 em

ail :[email protected]

lae@

tepng.com

10th June 2009. Pacsoft O

ptemizer w

ith Branching Module.

We com

menced with the above system

on 1st Novem

ber 2003 in our Port M

oresby & Lae warehouses & showrooms. Initial installation & training by

Pacsoft staff was trouble free, satisfactory & user friendly.

During the past 5 years plus the level of service & support from Pacsoft has

been excellent. Response time for support when the system

goes down is im

mediate, luckily we have only required this level support on a few occasions.

Support on minor issues has always been attended to within reasonable

periods of time. System

upgrades have also been ongoing during this period.

Optem

izer has revolutionized our business over this period. We have greater

control on our stocks, purchase ordering procedures, gross profit margin

managem

ent & cash flow have improved greatly. In addition it has been a

valuable tool in the audit process for stock, sales & debtors.

TE(PNG) Ltd has no hesitation in recom

mending Pacsoft O

ptemiser.

Regards

Peter Wilson

General M

anager TE (PNG

) Ltd.


Peter Cox Business Solutions Telephone 0438 712 200 Facim

ile 02 6362 5688 Em

ail: peter.m.cox@

bigpond.com

25th A

ugust 2009

To whom

it may concern

My nam

e is Peter Cox and throughout my business career I have earned a reputation for successfully

analysing the activities of many businesses, particularly with regards to inventory control, m

argins, financial m

anagement and setting them

on the path to profitability. For nearly 20 years I have assisted rural m

erchandise stores throughout Australia, New Zealand, O

ceania, South Africa and North America to establish and m

aintain the financial control of their businesses. I was form

erly employed for a decade and becam

e a Director of the Financial M

anagement Research Centre (FM

RC) at the University of New England in Armidale NSW

and gained a vast experience in assisting people establish their sm

all business operations. Iím well known

through the circles of the rural industry and have been writing columns in the Rural Business

magazine on how to increase the profitability of your rural business for over 15 years.

Over this tim

e I have seen many Point O

f Sale systems being used by the Rural industry, but there is

only one that I would recomm

end to any Rural business. This system is developed by Pacsoft called

Optem

izer and has been developed primarily for the Australian m

arket and has always stood out from

the crowd. O

ptemizer has a unique feature that all the other system

s still havenít been able to duplicate, this feature is called SCIBUY. SCIBUY is a powerful financial m

anagement system

that releases funds by balancing your inventory and controlling your cash flow. Put sim

ply it increases your stock turns, decreases your holdings of overstocked item

s and puts that money back into stock you regularly run

out of. The bottom line is, you increase your stock turns, increase your bottom

line and make your

accountant a happy man.

The Optem

izer system has m

any outstanding features, but what stands out the most is the sim

plicity of itís use and the people and com

pany backing this system. That on itís own speaks volum

es. The guys at Pacsoft understand the requirem

ents of the store owner and what they need from a system

to turn a profit. W

ith these thoughts in mind I have no hesitation in recom

mending the Pacsoft com

pany and O

ptemizer solutions to the Hardware and Rural M

erchandise industry. Regards,

Peter Cox B Fin A

dmin, CPA

, MN

IA, A

ICM

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What We Do For You ”To prescribe a cure without proper

diagnosis is malpracDce”



The Cri?cal Steps To A Successful Retail Computer Installa?on

Ø  First, our Discovery process focuses specifically on your needs – meaning we only move forward if we can provide a quanOfiable soluOon to your issues.

Ø  Next, we work with you and your staff to Diagnose areas in your business that we can assist with – and each must have a “dollarised” return.

Ø  The next step is to seek your agreement on the issues and, with your assistance, Design the solu?on, and provide a demonstra?on that will illustrate how Optemizer will address them.

Ø  Lastly, we Deliver the solu?ons, showing you how they will work in your business, with the exact costs and implementa?on issues you need to know about.

Ø  Moving forward, Pacso& provides a totally flexible solu?on to your installa?on. If you wish to purchase hardware from third par?es we can configure it for you.

Ø  You will also find that we provide the industry’s highest level of training, both in terms of ?me and quality, to maximize your investment. Training is cri?cal in the proper u?lisa?on of any system and is more o&en than not undersold. We also provide training beyond simple so&ware use, MOVE – Maximizing Optemizer Via EducaOon.

Ø  From the moment your system is commissioned, our people provide world class, personalised, a&er-‐sales Customer Care services.

Optemizer -‐ Return On Investment


Do the CalculaGons for your store

(a) Inventory Value at Cost $

(b) Sales Last Year $

(c) Cost of Sales Last Year $

(d) Gross Margin $ (b-‐c) $

(e) Gross Margin % ((d/b)*100) %

(f) Stock Turns (c/a)

(g) SVI (e*f) Now Calculate the addi?onal income with an SVI of 150

(h) New Stock Turn (150/e)

Cash Returned to Owner (a-‐(c/h)) $

Increased Ongoing Margin ((b/100)*3.9) $

Pacso&’s Customer Care Program

At Pacso&, our aim is to provide you with the best Customer Care possible. We will assist you in gemng the most out of your so&ware and we will provide this support whenever you need it. We are different from other so&ware companies, whose idea of support extends only as far as gemng problems fixed reac?vely. At Pacso& our idea of Customer Care extends much further. Not only are our Customer Care analysts trained to overcome the everyday challenges a user might face with the so&ware, they are also experts at educa?ng our customers in how to move deeper in their use of the program. The skills and educa?on we offer means that the typical user moves beyond the simple tasks of transac?ons and accoun?ng, and into the more profitable realms of inventory management and sales analysis. Pacso&'s Customer Care is available 24 hours a day, 7 days a week via a toll-‐free number.


Pacso&’s Customer Care Program – cont

Ø  No addi?onal charge for regular so&ware upgrades and enhancements. Ø  24 X 7 help desk support. Ø  Experienced and personalised help desk assistance. Most customer care

analysts have between 5 and 15 years experience with Pacso&. Ø  Always a live person answering the phone, not a machine. Ø  Remote upgrades. Ø  MOVE: A 7 – step onsite inventory management help. Ø  Ongoing, regularly scheduled training online -‐ e-‐training. Ø  New Customer Launch Program. Ø  Regular helpful ?ps via email newsleBers and blogs. Ø  We have a unique way of rewarding increased customer exper?se in our

so&ware, which lowers Pacso& customer care costs. A&er ini?al training, your customer care ra?ng is level 5. For every 5 addi?onal days of training you purchase, you go up a ra?ng. Each ra?ng above 5 aBracts a 5% life discount on your monthly customer care program fee. Ra?ng 1 aBracts a massive 20% reduc?on in your fees. At Pacso&, we have a strong emphasis on helping you get the most from your system.


PDF/Email Statements and Invoices

Sta

ge

1

Pacsoft Software and After Sales Care Value-Added Programs

Improved Efficiency

OptMobile (iPod/iPad) Remote Store Management

Qbuster (iPod) Mobile Sales Processing & Delivery

Integrated Rental Program Integrated Timber Features

Loyalty and Gift Card Programs

MOVE Program – Assistance In Organising Stock

Sta

ge

2

Improved ROI

MOVE Program – Assistance In Counting Stock

MOVE Program – Assistance Understand Order Pts.

Trigger Automatic Ordering

CRM for Serious Customer Relationship Management

Scientific Buying for History- Based Ordering

Sta

ge

3

Increased Cash

Target Inventory Program to Pin-Point Invt. Improvement

Mobile CRM for Sales

Reduce Asset Costs: iTechnology for POS

Get Control of Financial Performance: Integrated GL

Powered by Optemizer and Pacsoft Customer Care

Pacso&’s Value-‐Added Services Pacso& goes beyond simply providing excellent so&ware – we also provide a full, value-‐added package of services to go along with it. We take the ini?a?ve to move our customers into parts of the program that have the greatest ability to jus?fy your investment in our product and people. Below is a chart of the three Value Stages we recognize/implement when it comes to maximizing your ROI from Optemizer.


Optemizer Training Training in any computer system is a crucial considera?on for any company. At Pacso&, we are commiBed to providing the highest possible level of training, ensuring that staff are fully prepared to hit the ground running. Pacso&'s system training is delivered by skilled professionals and supplemented by informa?ve tutorials and documenta?on designed to provide effec?ve on-‐going help. With Pacso& you have the op?on of training on-‐site or at a Pacso&'s training center. Training on-‐site is best suited for two or more people who are able to par?cipate with limited or no interrup?ons. To maximise the success of your training, we provide a pre-‐installa?on ques?onnaire which is completed prior to the training session, which helps us to ascertain exis?ng user knowledge of computers, work func?ons, and specific areas of responsibili?es. The Pacso& Trainer will analyse this informa?on and prepare a customised training program to match each individual's needs. To achieve a maximum return on investment, we recommend that at least one staff member complete the training with the purpose of being the System Administrator responsible for the training and guidance of other staff. We promote ongoing training by providing discount incen?ves on our Customer Care program, for the more training you purchase as you get more familiar with the power of your Optemizer system. At Pacso& we want to see you succeed, because ul?mately your success is our success!


Optemizer Training – cont

The chart below steps you through our in-‐depth approach to training and implementa?on, which we handle as a separate, cri?cal project for each new customer. Planning

Site Survey Project Defini?on

Training Interview Extract Data

Design and Review of System

Trial Data Conversion

Customer Data Review

Create Sample Dbase

Customer Dbase Approval

Implementa?on On-‐Site

Hardware Setup On Site Training Go Live Customer

Sign-‐off

Follow Up

New Customer Launch Program

Measure User Progress

MOVE Program On-‐Site

Target Invent.. Program


MOVE Program

All POS so&ware companies TALK about the value of Inventory Management. But only one company actually DELIVERS IT — right to your retail business! Why Pacso& for Inventory Management (I.M.)? If all you want your POS so&ware to perform is Accounts Receivable, Point of Sale func?ons, or distributor communica?ons, forget about Pacso5. All POS systems can do that stuff, and there are plenty out there that can do it cheaper than Pacso&! You see, Pacso& spends a lot of money to develop – and deliver – Inventory Management programs to our users. We’re more expensive, but you’ll get your investment back (and lots more) by u?lising our professional, customised implementa?on and so&ware programs for Inventory Management. How is Pacso& Different? Pacso& not only has the best Inventory Management program (Scien?fic Buying, or SciBuy) in the industry, we help our commiBed users implement it – one-‐on-‐one, on-‐site. Pacso& does this through MOVE (Maximising Optemizer Via EducaOon), a program that assists our users in using our advanced features like SciBuy and Automa?c Ordering. MOVE creates a plan for each customer, with specific steps and deadlines, that is implemented and monitored both in-‐house and in the field, one-‐on-‐one, with you. Pacso&’s goal is to have all of our customers reaping the benefits of beBer inventory management... it’s what pays for the system, and it’s the biggest return on investment a retailer can take advantage of.


MOVE Program – cont..

How does the MOVE program work? We iden?fy 7 cri?cal steps to accomplishing good inventory management: Step 1 – Item file clean-‐up/prepara?on. Step 2 – Store prepara?on for coun?ng on-‐hands. Step 3 – Performing on-‐hand counts. Step 4 -‐ Preparing for Scien?fic Buying. Step 5 – Execu?ng Scien?fic Buying and I.M. Step 6 – Expanding on use of Scien?fic Buying and I.M. Step 7 – Con?nued monitoring of key performance indicators to improve overall store performance. MOVE provides a plan, with one-‐on-‐one assistance – to get through each step and into maximised Inventory Management. What can I really expect from beBer inventory management? Customers who make the commitment to proper inventory management can realize these goals: 1. BeBer alloca?on of your inventory resources, which means:

Ø Fewer lost sales due to empty hooks as SciBuy shi&s the inventory investment from slow-‐movers to fast-‐movers.

Ø Less money ?ed up in slower moving items. Ø Greatly increased profit structure, fueled by beBer Turns and GMROI.

2. Far less ?me spent ordering, and with far greater accuracy. The Professional’s Choice In Retail So&ware 42

How We Do It


What Makes Us Different

Ø  Our so&ware comes with a 6-‐month money back guarantee -‐ that's how confident we are that you'll like it -‐ if a&er 6 months you aren’t happy, just return it for credit

Ø  Providing a robust solu?on installed in over 2,000 sites Ø  Our people provide world class personalised customer care service -‐ just ask our

customers Ø  SciBuy auto forecas?ng, ordering and overstock management -‐ the “secret weapon” our

compe?tors don’t want you to know about Ø  Open to Buy Plus and SVI performance (our secret ingredient) Ø  OptTimber – Powerful Timberyard Inventory and business controls Ø  OptView -‐ mobile snapshot of your business on your iphone Ø  OptMobile -‐ mobile inventory control – for the iPad and iPhone Ø  Mobile POS – Q Buster Ø  OptDelivery -‐ mobile delivery management, just like the UPS guy Ø  TrendFinder -‐ sophis?cated financial analysis tool Ø  MOVE – Maximising Optemizer Via Educa?on Ø  Integrated Loyalty and CRM. Plus mobile CRM, in the league of SalesForce.com Ø  A fully scalable system that helps your business grow. One corporate customer operates

30 branches with 85,000 transac?ons a month, error free Ø  Industry standard so&ware that runs on Microso& SQL Server, u?lising Crystal reports Ø  Providing a “family business” experience for our customers, not a faceless corpora?on,

like your big box compe?tors – The same reasons your customers buy from you!


Optemizer Modules

Ø  Accounts receivable – automa?c freight calcula?on and full email capability -‐ PDFMail Ø  Accounts payable – with import cos?ng to ensure correct into store cost of inventory Ø  Inventory control – seamless ?mber unit(s) and pricing control Ø  Purchase ordering and purchase order worksheet Ø  SciBuy Inventory forecas?ng Ø  Fully integrated mul?level general ledger (not a third party product) Ø  eCommerce integra?on Ø  Powerful and easy to use point of sale with fully integrated credit card processing,

providing the greatest accuracy at POS Ø  Integrated rental system Ø  Loyalty, gi& cards and CRM Ø  Socket service for mobile devices Ø  User programmable report generator Ø  Emergency backup system – ensures con?nuous POS opera?on Ø  Powerful margin management system Ø  Mul? branch system


SciBuy Scien?fic Buying Scien?fic Buying (SciBuy) is a sophis?cated program that uses two years of sales history to forecast orders in a given period, which is something no retailer – no maBer how good that retailer is – can do simply from experience. SciBuy is the heart of Pacso&’s Inventory Management program, because it is capable of balancing inventories in the right places. SciBuy is Pacso&’s own, proprietary program – no other POS system can provide you this kind of Inventory Management ROI. For instance, picture yourself in front of the spray paint display on, say, December 12th, where you see 1 can of Emerald Green. Do you really know how many to buy? Maybe you’ll just get one – but then you might lose a sale. So, you get 6 (price break on a full carton!), but they end up simng on the shelf: money wasted. What’s really the right amount to have?? What you need to know is how the paint has sold historically – i.e. what the best forecast for the demand is on any given week. To do that, you need to know: •  Sales history for last year, and for the year before •  The trend between those two years for this period: is it up or down, and how much? •  Was it on a promo?on, or an unusually large number sold? •  What is its velocity code, and what are your stocking rules for each?


SciBuy Scien?fic Buying – cont.. SciBuy makes all those calcula?ons, and then creates dynamic order points for each and every item – ones that change each week before you order. The result, very simply: ü  Fewer lost sales due to too liBle inventory ü  Less money wasted in slow-‐moving inventory ü  A re-‐balancing of inventory: SciBuy allows the poor sellers to diminish and re-‐invests that

cash in inventory where you will make more money ü  A much faster means of producing orders: they are accurate, and automa?cally created

for each department… no more walking the store with a pad of paper and “guessing” at stock levels

Mul?ply that over all the items in your store, and you’ll see why SciBuy – and Inventory Management as we teach it to our users – is an absolute must in any store where the investment in stock is taken seriously.


SciBuy Scien?fic Buying – cont.. 1 -‐ Understanding The Standard Inventory Profile In stores that don’t use Scien?fic Buying to provide inventory management, the highest levels of inventory are in A items, as they are always needed. D items are high as well, as they have been over-‐bought and under-‐sold over the years. B items have less inventory value than A’s, and C’s even less, as they are o&en “out of stock” items. The resul?ng curve is an average value of the en?re inventory.

2 -‐ Targe?ng Excess Inventory To increase inventory produc?vity, you have to iden?fy where the excess is. If you assume the A’s, B’s, and C’s are OK (for now), then the first target is to follow the curve and establish a rela?vely lower inventory-‐holding amount for the D’s. The resul?ng amount of inventory to be eliminated is represented by the hashed lines; in most stores this is 10% – 15% of total inventory. If the average store contains about $350,000 (according to Na?onal Retail Hardware Associa?on [NRHA] studies), that represents $35,000 in over-‐stock D items.


1

2

HOW THE SCIBUY PROCESS RE-ALLOCATES

THE INVENTORY INVESTMENT PROPERLY

Understanding The Standard Inventory Profile…

In stores that don,t use Scientific Buying

to provide inventory management, the

highest levels of inventory are in A items,

as they are always needed. D items are

high as well, as they have been over-

bought and under-sold over the years.

B items have less inventory value than

A,s, and C,s even less, as they are often

Aout of stockC items. The resulting curve

is an average value of the entire inventory.

Targeting Excess Inventory…

To increase inventory productivity, you

have to identify where the excess is. If

you assume the A,s, B,s, and C,s are OK

(for now), then the first target is to follow

the curve and establish a relatively lower

inventory-holding amount for the D,s.

The resulting amount of inventory to be

eliminated is represented by the dashed

lines; in most stores this is 10 - 15% of

total inventory.

If the average store contains about $350,000 (according to National Retail Hardware Association

[NRHA] studies), that represents $35,000 in over-stock D items.

(continues on reverse)

Inventory Value ($)

Velocity Ranking

Inventory Analysis

Inventory Value ($)

Velocity Ranking

Inventory Analysis

1

2

HOW THE SCIBUY PROCESS RE-ALLOCATES

THE INVENTORY INVESTMENT PROPERLY

Understanding The Standard Inventory Profile…

In stores that don,t use Scientific Buying

to provide inventory management, the

highest levels of inventory are in A items,

as they are always needed. D items are

high as well, as they have been over-

bought and under-sold over the years.

B items have less inventory value than

A,s, and C,s even less, as they are often

Aout of stockC items. The resulting curve

is an average value of the entire inventory.

Targeting Excess Inventory…

To increase inventory productivity, you

have to identify where the excess is. If

you assume the A,s, B,s, and C,s are OK

(for now), then the first target is to follow

the curve and establish a relatively lower

inventory-holding amount for the D,s.

The resulting amount of inventory to be

eliminated is represented by the dashed

lines; in most stores this is 10 - 15% of

total inventory.

If the average store contains about $350,000 (according to National Retail Hardware Association

[NRHA] studies), that represents $35,000 in over-stock D items.

(continues on reverse)

Inventory Value ($)

Velocity Ranking

Inventory Analysis

Inventory Value ($)

Velocity Ranking

Inventory Analysis

SciBuy Scien?fic Buying – cont. 3 -‐ The Inventory Management Goal The fact is that there is only so much inventory a retailer can carry. As a result, the goal is to re-‐allocate the bad investment made in slow-‐moving stock, into the beBer investment of faster-‐moving stock. Using our previous NRHA example: consider that most A items have over 5 turns, that B and C items average 2.5, and that D’s have less than 1 turn. That means the re-‐allocated $35,000 in excess inventory would result in it being made to work at 2.5 turns instead of 1. The result is an increase of sales, at cost, of $52,500 per year. At a gross margin of only 33%, that means an extra revenue of $80,000, or a gross profit of $25,500 per year. Scien?fic Buying accomplishes this by learning, over a period of ?me, what sells, when it sells, and how fast it sells. It thus reduces the suggested order quan??es for D items while upping the under-‐stocked B and C items.


Inventory Management Specialists

www.pacsoftusa.com | 800-554-61661 Union Wharf, Portland, ME 04101

3HOW THE SCIBUY PROCESS RE-ALLOCATES

THE INVENTORY INVESTMENT PROPERLY (continued)

The Inventory Management Goal…

The fact is that there is only so much inventory a retailer can carry. As a result, the goal is to

re-allocate the bad investment made in slow-moving stock, into the better investment of faster-

moving stock.

Using our previous NRHA example: consider that most A items have over 5 turns, that B and C

items average 2.5, and that DRs have less than 1 turn. That means the re-allocated $35,000 in

excess inventory would result in it being made to work at 2.5 turns instead of 1. The result is an

increase of sales, at cost, of $52,500 per year. At a gross margin of only 33%, that means

an extra revenue of $80,000, or a gross profit of $25,500 per year.

Scientific Buying accomplishes this by learning, over a period of time, what sells, when it sells, and how fast it sells. It thus reduces the suggested order

quantities for D items while upping the under-stocked B and C items.

Inventory Value ($)

Velocity Ranking

Inventory Analysis

> 5 Turns Avg. 2.5 Turns < 1 Turn

Target Inventory & Overstock Reduc?on Every owner should have an inventory budget; the total value of inventory that meets the owner’s financial capabili?es and the store’s needs. The ques?on is: How to make sure your stocking level of each item equals that number? The purpose of this program is; 1) provide guidance in semng SciBuy’s parameters so that you have a proper inventory budget, and 2) provide tools to help you quickly reduce items which are overstocked in order to maintain the budget. Similar to the volume and balance controls on a stereo system, Pacso&’s unique SciBuy program allows you to turn the volume up or down and set the balance on desired inventory levels based on historical sales of each item. The system then deduces the Target Inventory for each item, the average on-‐hand value that you would have based on current SciBuy semngs. By giving you the ability to adjust the “volume controls”, you can adjust the total Target Inventory un?l it agrees with your inventory budget. Once you have set the Target Inventory, each item will have a recommended re-‐order point and a maximum on-‐hand quan?ty. Based on this maximum amount, the Pacso& Optemizer system helps you iden?fy, by department, which items are overstocked, then helps you clear out the overages.


Target Inventory & Overstock Reduc?on – cont.. Fast Moving Items

If you want to understand how target inventory works, first look at a faster moving item’s selling & purchasing cycle, where you will see the following: As the item sells, it reaches the minimum point, and the system suggests the item be purchased. However, as sales con?nue before delivery, the quan?ty on hand con?nues to drop to the item’s “Low Point”.

Once the goods arrive, inventory is replenished up to the item’s high point. The cycle starts again and repeats con?nuously. The average, or Target inventory on hand is the average of the item’s Low and High Points.


Target Inventory & Overstock Reduc?on – cont.. Slow Moving Items With slower moving items, you have a different scenario, and thus receive a different target inventory. Normally these are kept in lower quan??es and replaced as needed. The sales and purchasing cycle looks like this:

As for fast moving items, inventory levels con?nued to diminish a&er an order is triggered, due to delivery ?mes. When replenished, the stock level is back to normal. In the case of an item selling once per year, it is only out of stock during the order cycle. If the order cycle is 4 days, then it is normally out of stock 4/365 of the year, or 1% of the ?me. Thus the average on hand is 99% of the item’s maximum on hand.


Replenishment

Target Inventory & Overstock Reduc?on – cont..

Target Velocity Group Report The Target Velocity Group Report combines the slow and fast moving item’s calcula?ons to produce the overall target inventory, and compares that to actual inventory by velocity group, allowing you to make sure the budget meets the target.

Target Departmental Report Use the Target Departmental Analysis Report to pick the first department on which to begin work, because trying to balance the en?re store’s inventory at once would be overwhelming. With this report, you can easily see which department has the most overstock.

Inventory Overstock Reduc?on The Inventory Overstock Reduc?on program allows you to choose the specific overstocked items which are to be cleared out of inventory.

Once items are chosen for clearance, the overstock quan?ty is adjusted out of inventory. The items are put on sale at cost plus in order to recoup the inventory dollars. When sold as clearance items, they are not sold with their original item number, as this would ar?ficially inflate sales, and thus future SciBuy calcula?ons of the item.

With the unnecessary items cleared out of inventory, you will have the dollars (and the space!) to properly stock the items which are selling, greatly reducing missed sales because of out-‐of-‐stock condi?ons. In addi?on, newly available resources will allow you to expand successful product lines or even add new categories.


OptTimber

The needs of ?mberyards are significantly different than those of hardware stores, and Optemizer – with its OptTimber features -‐ is designed to address those needs specifically. For instance, Optemizer understands that ?mberyards need to work with tallies, and mul?ple units of measure (UOM): each, sheets, square meters, cubic meters, full units, etc. The successful yard has to be able to buy, receive, or sell all their commodity products in any mix of those UOMS, at any ?me. Optemizer also understands that the busy, transac?on-‐oriented yard needs to streamline how it does business, so it can quickly sa?sfy the demanding needs of its contractor base. Sales and delivery processing using GPS and hand-‐held mobile devices (powered by Apple iTechnology) are just one example of how the so&ware addresses this. Highly refined Special Order processing is another. Optemizer also understands that pricing is a cri?cal issue. Whether it is customer discounts, or pricing based on market, floor, or bid costs, a successful yard needs to be able to quote and sell in the most flexible ways possible. This is the only way to secure a job profitably for the yard.


OptTimber – cont..

Here are some examples of what Optemizer’s OptTimber features can bring to any ?mberyard or home center that does a strong business in building material commodi?es, and is eager to please their contractor base: •  Complete job tracking, including separate pricing, quote tracking, sales analysis and Accounts Receivable

control. •  Flexible, detailed quo?ng that allows mul?ple delivery packages and recalcula?on of expired quotes based

on current or market costs. •  Automated integra?on of special orders to purchasing, ensuring accurate and ?mely fulfillment of your

customer's needs. Optemizer's exclusive Customer Rela?onship Management system, is a ?ghtly integrated CRM module that provides inside and outside (via Apple iTechnolgy) sales personnel with the informa?on they need to provide the highest level of customer service. Mul?-‐loca?on inventory that allows you to purchase, stock and sell material using tradi?onal methods, while giving you the best informa?on available to help you properly manage stock levels. Coupled with Optemizer's strength in managing inventory, our OptTimber features form a powerful one-‐two punch for any building material retailer who wants to improve both his ROI and his customer service.


OptDelivery

OptDelivery is an App that runs on the Apple iPod and iPhone, and brings control to your deliveries, allowing you (or your driver) to: ü  Collect Signatures for deliveries ü  Recall details from invoices for delivery ü  Take photos of goods delivered, with GPS coordinates ü  Save finished delivery informa?on directly to Optemizer ü  View all delivery informa?on at any point


TrendFinder TrendFinder is a sophis?cated management dashboard that highlights changes in your business allowing you to keep on top of what is happening.

The Business Overview gives an overview of the performance of the seven key areas in a retail business.

①  Financial – Cash Management, Liquidity, Profitability, Gearing, Efficiency, Overheads ②  Inventory Management ③  Customers ④  Suppliers ⑤  Salespeople ⑥  Departments ⑦  Branches (where applicable)

At each high level you can iden?fy trends from the data and go to a lower level.

Financial Health Check In simple terms, this is a high level look at the retail business from an overall business perspec?ve. It takes a top level look at the business structure, profitability, liquidity, risk, gearing, performance. The predominant source of this informa?on is the general ledger. During this stage, use is made of industry benchmarks to indicate areas of improvement required.

Some illustra?ons of typical items iden?fied during this stage: •  Could the business structure be changed to minimise the businesses tax liability? •  How do our debt collec?on prac?ces compare with industry standards? •  How can we improve our stock turns? •  Could we change the way we fund our business to reduce interest payments? •  Are our staffing levels appropriate? The Professional’s Choice In Retail So&ware 57


Q Buster Mobile POS

The Professionals Choice In Retail So&ware 59

Q Buster Mobile POS In The Field Drive increased sales by empowering your customers to be able to order goods directly on their iPhone by simply scanning the barcode of the product they have run out of.

Here’s how it’s done; ① Your customer downloads the Q Buster app from the App store. ② The app connects to your in-‐store Optemizer database via the wireless telephone

network. ③ When your customer runs out of required goods or no?ces they are gemng low on for

instance nails, they simply scan the product barcode u?lising the inbuilt camera in their iPhone and Q Buster allows them to enter the quan?ty required.

④ Once they have built their shopping list, they press Place Order. ⑤ Back in your store your Optemizer system alerts you to an incoming order. ⑥ You pick the goods for delivery to site or pickup in store, the customer signs for the

delivery using the OptDelivery app.

The result – hassle free and fast ordering for your customers.

Hardware

Pacso& Installs Only High Quality Systems We will either quote on using HewleB Packard products or Pacso& brand products. All products will be tested prior to being installed. If you select HewleB Packard it means you are dealing with an industry leader in computer hardware. Full 3 year on-‐site warranty for HewleB Packard products is available. We are able to provide Hardware support across Australia. Ten Reasons To Purchase Your Hardware From Pacso&: ①  You get less problems because there is only one party responsible for resolving all your technology issues. ②  Pacso& is the only company experienced in semng up a network to run Optemizer on. ③  We use only proven components that are compa?ble with Optemizer so&ware. ④  The setup and configura?on of the hardware will meet the demands of Optemizer. ⑤  In the event of a problem you only need to contact Pacso&, instead of trying to remember which company

supplied which product. ⑥  Unlike most computer resellers we have a 24 X 7 days per week emergency support line. ⑦  We will s?ll be here tomorrow. ⑧  Pacso& tests all hardware prior to shipment and installa?on. ⑨  We have been building and tes?ng hardware for over 25 years. ⑩  100% of clients who have purchased computer hardware from another supplier, experience problems with

the setup, configura?on, components and obtaining support for the Hardware.


pacsoft australia - the professional's choice

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