Platform Portfolio

Wine & Spirits Product Portfolio WEB

RM EC eCommerCe

• We can set up an eCommerce website with your URL, your logo, an your color scheme almost immediately.

• We apply the same data that PocketAdvantage™ displays

• Users can view recent invoice history, give Open AR (with drill-dow into invoice detail), and other useful customer service functions.

• Orders get sent to the assigned sales rep into PocketAdvantage™, or to an inside sales team member, the same way EDI, Provi, SevenFifty, a other outside orders can be received with OrderLink™.

a Note from Inventiv Our Design Motto

“Every screen tap we save you, adds a second to your life.”

Over 27 years of development and more than 2,800 industry-specific features later, our software platform is the country’s premier tool for wine and spirits wholesalers and distributors.

In a marketplace where speed and simplicity matter, Inventiv empowers sales teams across the country with the tools they need to close the deal.

Installed in over 130 locations, across 43 states, and used by more than 16,000 sales reps, Inventiv is the industry leader in wine, beer, and spirits software. Our flagship platform, PocketAdvantage is the top order-entry app in the nation. We have continued making strides to better serve all personnel of the wine and spirits industry, from sales reps, delivery drivers, warehouse, and upper management.

We are committed to improving the daily working experience of our customers through demonstrating reliability and thoughtfulness. We want our customers to feel heard.The test of a software company is its responsiveness, and at Inventiv, we like to be judged by the ways we respond to problems. We teach our team members to be proactive in issues that inevitably present themselves.

We are driven by our desire for constant improvement: we add features and gems in order to expedite your business processes on a weekly basis. It is important for us all to be well equipped. We employ the latest technologies and have strategic partnerships with a myriad of companies that allow us to leverage their expertise along with our own. We perform ridealong activities with sales reps, sales managers, drivers, loading dock personnel, and any other employees with equally valuable experience.

Not only do we want you to speak up, but we sincerely encourage it. By hearing and seeing firsthand, we will improve your daily routine. We are devoted to great customer service and sales team optimization.

Wine & Spirits App Suite

Our Flagship Order Entry Platform

Surveys & Order Approvals

WEB

Reporting

Delivery Tracking for Drivers & Warehouse

Will-Call Solution

RM

Sales Territory Optimization

Custom eCommerce Websites EC eCommerCe

PocketAdvantage | Order Entry We designed PocketAdvantage to allow sales reps in the field to process daily orders on an iPad or iPhone, without the need for an internet connection. Working offline is one of many conveniences. If a sales rep goes on vacation or gets sick and his or her clients need to place orders, sales managers can easily step in to fill the void. Managers can access their reps’ systems at any point and seamlessly make a transaction when needed. It would be as if the sale reps made the order themselves. In turn, accounting departments can make note of incoming payments in real time and keep their customers off the state hold list.

PocketAdvantage goes well beyond order-entry, with dozens of information features, such as pricing, full sales history, contacts, CRM, images, shelftalkers, and shellsheets, to name a few. A sales rep in the field is fully mobile using an iPad or iPhone. Inventiv also offers a secure cloud-based solution which connects directly to your backend system PocketAdvantage integrates with PocketDelivery for complete communication between sales reps, drivers, and retailers.

By showing customer-specific pricing, displaying only authorized products for that customer, and warning reps when an order appears to be unusual, PocketAdvantage customizes and simplifies the order process, minimizes potential errors that result in product returns, and gives reps more time to focus on selling.

In states in which sales reps offer customers credit terms, PocketAdvantage includes all open invoices and enables the sales rep to record payments when they pick up a check. In turn, accounting departments make notes of incoming payments in real time and keep customers off the state hold list.

PocketAdvantage | OrderLink Set and Update Pricing in Real Time When managers update deal pricings (including but not limited to post off, quantity-level discounts, single and multifamily deals, and chain pricing), that information is available to all sales reps through PA+.

OrderLink OrderLink can deliver Provi, EDI, and other eCommerce sources of orders and deliver them to your reps that are assigned to the ordering customers.

Sales Reps approve or upsell each order to help maintain their relationships, which enables all of the Customer Service Reps to handle a higher order volumes while maintaining your given staffing levels by increasing daily efficiency.

This eCommerce tool takes orders from external sources and transmits them directly to PocketAdvantage for the assigned sales rep. Sales reps have the ability to approve or modify orders. OrderLink collects and distributes orders to assigned sales reps (or alternate when on vacation). In addition, OrderLink provides electronic connections to all major marketplace ordering platforms, such as SevenFifty and Provi.

PocketAdvantage | Introduction to Supplements

Customers expect your entire organization to know who they are and how you can best serve their needs. Here is a simple question to test whether you are ready: how long does it take a new sales reps to get up to speed on the customers in their territory?

If your answer is 6-8 weeks, then your customer profiles are not ready for the digital transformation. So why do you not have up to date customer profiles? Here are a couple of reasons we have heard: 1.

Many sales reps resist giving this information, their contacts, and their daily activities.

2.

Which leads to sales managers to not ask their sales team to keep up to date

customer profiles.

3.

The data is stuck in bits and pieces between Excel, your ERP, and your sales

reps personal phone.

If these reasons reflect your business it is time to make a change. Sales reps, in general, do not like to enter data and can comment that these systems are slowing them down. However, their sales managers need the information concerning what the sales reps are working on during each sales call to help their sales team reach their goals.

Sales reps and managers have one app for supplements and order entry, linking these into one app for the sales reps to use enables what we call Accelerated Adoption. Because sales reps use PocketAdvantage for order entry, we can remind them to confirm the data that is accurate.

Accelerated Adoption is the ‘secret sauce’ of supplements.

We know your sales reps are very busy and have way too many apps.We built Supplements, as a helping hand, to enable your sales team to complete this process as quickly as possible on a single platform.

Here is how we can help.With Supplements, your team will have all the tools to build your digital platform. Below are the three components: 1.

2.

3.

Planning Contacts Attributes

Supplements | Planning

Sales Manager

Sales Rep

Planning

Planning

• Provide Focus Items and Goals • Determine Customer Attributes

• Analysis of Customer Attributes • Record Plan of Manager Review

Scheduling

Scheduling

• Review Sales Team Schedule

• Connect Buyer Contacts

• Support Team During Week

• Record Weekly Schedule

Manager Review

Presenting, Manager Recap

• Review Recaps and Next Steps • Review New Plan for Next Week

• Present Plan to Buyer • Record Results and Next Steps

Every sales rep sets weekly appointments. Enabling these appointments to be sent as calendar invites to the customer contact, sales managers, and suppliers will make your sales reps more efficient. Each customer can have typed info categorized as Status, Notes, Plan, Next, Recap and others by customer, and Item based info on planned and completed presentations, status, and follow up. It is useful for managers to see in our online rollup reporting.

Sections Sections provides a way to define your item status in an account to ensure that you are not missing placement opportunities. Sections allows you to discover what empty slot of your product is missing in the ‘gin’ section, for example.You will then be equipped to see that your product is missing there, and have whoever is covering for you be informed as well.You can order to restock, and avoid the shelf slot turnover to your competition for that SKU. On Premise: Wine List, Reserve List, BTG,Table Tent, Back Bar,Well Off Premise: Shelf, Cold Box, Display, Back Room

Future Customers Finally a super convenient way to track all the info regarding potential customers, what is known about them, what phase of licensing and build-out they are in, and all the info your accounting system needs to set up a new customer all-in-one.

Planning | Presentations Create PDF-based presentations that can be recorded as presented with time, who was presented to, what was presented, and follow up steps and status. Presentations columns allow sales reps to track all pertinent details of their account’s reception of their new product pitches, while managers acquire full transparency to product pitches with customers. Presentations is available for additional licensing within PocketAdvantage.

See below our custom lists for reps to simply tap and select the status of a given presentation columns: Presented For

Presented Status

Presented Next

Presented Followup

Presented Reaction

Contacts | Benefits & Who Handles Recently, we have seen a lot of people switching from using the US Post Office to mail statements to emailing statements. Our Contacts supplement gives the opportunity to collect this info (i.e., first and last name, mobile phone number, and email address) and from time to time verify that it is still the active person that handles the statements.

This strong benefit comes into play not only for getting replacement reps up to speed quickly and seamlessly after an employee leaves your company, but also for keeping reps and managers completely informed when they cover territories for those that are on vacation. PocketAdvantage will be able to show sales reps or managers who to contact, and who to meet at the given account.

When orders arrive from any source (e.g., PocketAdvantage, EDI, Provi, Diver, eCommerce website), you can work with us to turn on order confirmations to be sent to customers very much like Amazon. The one or more people you want to notify can be in­formed of an order that was just placed. Each night or early in the morning when invoices are processed for PocketAdvantage, we can also email to customers the con­tents of the day’s delivery invoice so they know what to expect on the truck. The pricing and total for COD accounts can automatically go out.

If a rep or manager wants to share info from PocketAdvantage as a PDF or list of items they are discussing, they can share via email to certain people who are preselected to receive that useful information. When you need to get in touch with a customer, you can very eas­ily send an email, text, or facetime from your device with just a couple of taps on the screen. In addition, Contacts allows you to target the person involved in orders, statements, and deliveries separately with to be used with your email marketing campaigns.

Accurate contacts are the foundation of the customer experience. Our contacts allow you to target messages to the necessary roles and preferences of your customers. We provide an open list of personal and collective contacts, useful for common substitutions and new employees. Full contact information is accessible in the PocketAdvantage subview.

Our Contacts supplement provides a easy quick way for reps to confirm contacts within the daily cycle of the order process. There is full transparency for Who Handles orders, payments, and deliveries, (with last name prompts) whether dealing with one or multiple buyers.

Users will be able to record their regularly scheduled customer visits, phone visits, facetime visits, and Zoom visits. This can include multiple contacts with whom they speak to or see during these meetings. It is VERY useful for managers and sales reps covering their routes when users are away.

Also special Day of the Week screens are set up with the customers in meeting sequence.

Supplements | Attributes Attributes can be best described as a disguised set of non-survey survey results. Reps can view and update important, timely information about their customers directly on the screen. Reps can also have the updated entries disbursed to all other reps and managers who may call on those accounts.

Add new Attributes as desired. When added, reps will be prompted to set the values for new types of informations upon their next refresh.

Accelerated Adoption plays a big part in capturing these Attributes. Reps will be prompted from time to time to confirm that the values are current, or be able to update them to have them become current.

Since sales reps use PocketAdvantage every day, and they are prompted within their daily activity to enter missing data and confirm and update existing data. All this valuable information will be able to best serve your sales efforts.

The concept of onboarding new information and keeping it current is an integral part of all of the Supplements.

Below are some typical Attribute categories. Yours can be any you choose to select:

All Customer

On Premise

• Delivery Day Preference • Delivery Time Windows • License Information

• Wine By The Glass, Wine List • Spirits Menu, Well, Backbar • Beer Tap Handles, Menu

Off Premise

Chains

• Displays • Cold Box • Shelf

• Displays • Cold Box • Shelf

PocketAdvantage | Activatable App Options

Sample Requests with Tasters Post-tasting tracking: tasted and bought, those who tasted and did not subsequently buy Display UPC Codes Allow retail customers to scan into their system for new placement items before they are delivered Tap to Order Add columns to speed up ordering process Likely Need Helps reps not miss reordering commonly ordered items Advanced Filters Reps can now filter on any column on any screen Credit Status Warning Warn user if dealing with a COD account when opened Expired License Warning If your system has customer license expiration dates, we can warn reps in advance Allocated Inventory We offer several methods of controlling limits on allocated items

PocketAdvantage+ | Surveys & Order Approval

PA+ connects sales reps with their managers in real time and relays critical information between parties. PA+ enables managers to monitor sales rep activities, while allowing sales reps to receive order confirmations, product trainings, store surveys and customer presentations. Both parties will know what happened, what’s happening, and what to do next.

PA+ is all about communication and improving the user experience. We have added little quirks to make the process more inviting, such as our ‘champagne pop’ push notification ringer, which alerts users to perform order confirmations, delivery confirmations, sample order approvals, and urgent office messaging.

Users | Sales Managers & Sales Reps Benefit | Quick Communication

PA+ | Surveys & Order Approval

Confirm Orders Placed Between the customer, the sales rep, and the warehouse, the lines of communication can be messy when it comes to confirming placed orders. There’s no confusion with PA+.

Shortly after your sales reps send their orders to the warehouse, the system will send back a detailed order confirmation directly to their smartphones or tablets.

If there’s an issue, orders will be flagged in red, giving the rep maximum to time to fix the problem and alert the customer.

Build Relationships with Clients The most effective sales reps are the ones who have built strong relationships with their clientele. This foundation isn’t possible if your team doesn’t know the names of their customers. PA+ can store the names and positions of all employees at any location.

Quickly Conduct Surveys Surveys are critical to understanding how your brands are doing versus the competitive set. PA+ makes it easy for sales reps to walk into a store, quickly enter in answers to questions, and in one click send the data back to their managers for analysis.

PA+ | Surveys & Order Approval

Manage Activities and Goals Sales reps should present all assigned surveys and presentations to their customers, but sometimes that just doesn’t happen.

For each customer location, PA+ tracks those assignments and whether or not the rep has presented them to the customer.

Trainings With so many new products being added every month to inventory, sales reps struggle to stay up to date and keep track of key selling points.

PA+ enables your sales reps to review product training manuals from their smartphones or tablets at any time and saves your company from escalating printing costs.

Even more, sales managers can make certain items required reading and also see who has and who hasn’t completed the training.

Customer Presentations Not only can you assign presentations by brand and customer, but also you can track the success rate of each sales rep.

WEB

EIS Web | Overview Product Differentiation EIS Web is designed for the industry and answers the most commonly asked questions. The data is easy to customize to meet the needs of the required reports. You are enabled to share reports through a daily updated reporting link or via an automated email.

Users | Sales Managers Benefit | No Internal IT Resources Required to Get Started

Reporting Types Sample Tracking, Supplier Reporting, Sales Rep PrePlan and Recap Reports, Survey Results, Goal Tracking by Month

WEB

EIS Web | Reporting Executive Reporting with Profitability Analysis Spare yourself the time wasted crunching numbers and checking papers. EIS Web comes with standard reporting that includes depletions, accounts sold, sales dollars, and gross profit.

You can even compare numbers from common time periods (month to date, year to date, last three, four, six and twelve months) against the previous year’s reports.

Create & Deploy Surveys Managers use EIS Web to create, modify, and deploy surveys to sales reps. Surveys include standard questions types such as yes/no, select for a list, numbers, money, dates and text.

View Sales Rep’s Activities & Goals Instead of having to call and ask, managers can view orders and activities sent in daily by their sales reps. It’s yet another example of how our apps streamline communication and can save your valuable time.

PocketDelivery | Clean Invoice We analyzed over 3 million invoices over a 90 day period and found 15.4% of the invoices had at least one credit. When a credit on a delivery occurs a driver takes out a pen and a calculator and hand writes changes to correct the invoice for the customer. Drivers tell us that is a very stressful process and they often get calls from the office days later because their hand writing is not clear. We have a better way.

Wholesalers using the Inventiv PocketDelivery apps follow this process to achieve a clean invoice.

Start of Day The driver confirms the deliveries for the day and signs out with the inventory and list of stops. Managers or warehouse personnel can approve and sign off on the confirmed inventory on the truck. Warehouse then provides the driver with a printed copy of the truck’s manifest. The driver leaves the warehouse with an iPhone with the PD Driver app, a Zebra 4” Bluetooth printer and a paper copy of the invoice.While a paper copy is optional many wholesalers print a copy for the customer to review.

Delivery Turn-by-turn directions ensure that the driver takes the most effcient route. Upon arrival, the driver confirms the items being delivered. The driver makes the delivery and records any changes to the delivery and records all payments. The driver is required to enter a reason code for any changes. The most common return reasons are ‘damaged,’ ‘did not order’ and ‘customer refused.’ The driver then records any checks collected. Management signs for the order, and any returned items are recorded.

Proof of Delivery Electronic Signature The driver signals in PocketDelivery that he’s closing out and works with the warehouse to process returned items as well as any money or checks acquired. A report is automatically sent to the warehouse system with the details of each delivery. This report can be sent electronically or printed. The customer signs for the delivery and a print out is provided with the clean invoice. The math is done in the PD Driver app and now you get get all the benefits of the real time data.

PocketDelivery | Current Delivery Process

PocketDelivery | An Industry-Focused Solution

PocketDelivery includes these commonly used feature sets: Sales Rep Deliveries To provide a high level of customer service, sales reps will make deliveries on short notice for a customer.We have an app specifically for the sales reps so they can get an electronic signature and the signed invoice is automatically sent back to your systems and the sales rep move on to their next sales call.

Moving Stops between Routes When a truck breaks down or a driver cannot deliver all his stops, we enable the data to transfer to another driver’s route.This enables the warehouse to track when the stops are switched and hold each driver accountable for the deliveries actually made.

Reship Process Customers are not always ready to receive a delivery or the driver misses the time window on an important delivery.When this occurs, the driver can request a reship for the checker to approve at the warehouse during the end-of-day process.

Return Bottles on Case Orders A damaged bottle can be removed for delivery while still delivering the remaining bottles in the case.The value of the bottle return is removed from the invoice and the reason code selected by the driver is available for the end-of-day check-in process.

Scheduled Pickups A driver cannot complete a delivery without addressing a scheduled pickup request. The value of the return can be credited to the invoice amount so the customer can take the credit immediately.

PocketDelivery | Cost Savings of Real Time Data There are three areas where having real-time data will save you time and money.

Sales Reps Delivery Notifications: No More Calls to the Office of Warehouse by the Sales Reps • Sales reps are notified immediately of the status of the delivery. If there is an issue with the delivery the sales rep can address it immediately and this reduces the phone calls to the office and warehouse.

• Merchandisers receive notifications so they know when the cases are available for setting up a display.

• Sales Managers receive notifications when they are covering for a rep or have an open territory.

PDF Copy of Signed Invoice: No More Scanning Paper Invoices • Customers can receive a copy via email of the signed invoice.

• Sales Reps get a link to the signed invoiced if needed in the future.

• A copy of the signed receipt is saved directly to your ERP software, which allows your office staff can review minutes after the delivery is complete.

Driver End of Day Check-in: No More Paying Drivers Overtime While they Wait to Check-In at the End of the Day • Drivers can save at least 10 minutes per stop and be checked in in less than 2 minutes because all their returns and payments are organized for the checker to quickly process.

If you reduce each driver for 30 minutes a day for 4 days a week, you can cover the cost of all hardware and software for the year.

• The return data is sent back to ERP, so the credits can be created immediately, and inventory can be returned to the warehouse.

• The payment data includes a photo of the check linked to the invoice for true proof of delivery.

PocketDelivery Dock

PD Dock is a sister app of PocketDelivery in which dock personnel are able to set up and monitor drivers and their activity.

• Managers assign drivers, vehicles, and routes to get trucks onto the street.

• Last-minute route and personnel changes are handled quickly.

• Real-time location of trucks in lists and maps.

PD Dock helps account for delivery items that may slip through the cracks. All changes are documented digitally so there is no confusion in the warehouse.

DropOff | Will-Call Solution Dropoff DropOff is a sister app of our PocketDelivery products. It extends proof of delivery function to cases and bottles that sales reps are tasked with delivering to customers.

Who Sales Reps delivering products to customers for will-call orders.

Why Rep and customer facetime is valuable, and these interactions must be maximized.

When Reps can eliminate the need to hand over any paperwork in person. DropOff provides a full digital audit trail of inventory assets and digitizes the signature receipt process.

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DropOff | Will-Call Solution

The Process Customers often have requested for one or more items that need to be delivered to the customer prior to the next scheduled truck delivery, often during the same day.

These orders can be billed specially to have them sent to reps so they know to pick them up in the warehouse.The orders appear in DropOff, and reps use existing paperwork and DropOff for the final delivery.

When delivered, customers sign on the screen, which produces a PDF-formatted delivery receipt that is emailed to the customer and sent to the office for archiving, saving the rep a trip back to the office.

RM

RouteMaps | Overview What It Does RouteMaps is designed for sales managers to customize sales rep territories in order to accomplish sales team optimization. Using this web-based UI, this tool can be used via a Windows laptop or PC. In this larger screen format, we are able to fit the two key parts of the tool, the map and the sales/commission data.

Who | Sales Managers, Sales Reps Why | Maximize customer face time When | Utilize our tool weekly/daily

Why You Need It This tool simplifies the visualization of sales territories so that you could reassign reps daily, if necessary. Since RouteMaps is backend integrated, all changes are reflected as soon as the data is available to your reps in PocketAdvantage, which eliminates time between demo and go-live.

RouteMaps | Getting Started Map With Color-Coded Pins Each sales rep’s territory displayed gets its own colored pin. The colors are automatically generated by default to ensure maximum contrast. But you are also able to select custom colors if you have a preference or think some colors are too similar. Inside the pins, without increasing the size of the pin, we add a single letter to indicate the Customer Category (On Premise, Off Premise, Military).

Sales History We know that some managers like balancing territories based on sales numbers and that other managers prefer using commission data. In RouteMaps, we offer both.The sales history comes from PocketAdvantage, so you will see the same data that your reps see.

RouteMaps | Getting Advanced RM

RouteMaps | sales optiMization

Territories and New Customers Our Territories feature provides an updated, visual platform for reviewing sales reps’ territories. Now you can locate and address unnecessary territory overlap and manage divisions correctly in a matter of minutes.

Our New Customers feature gives your team the upper-hand on reaching new businesses before the competition. The first sale at a brand new account is always the biggest. With RouteMaps, reps receive notifications on new license applications and approvals in the area.

RouteMaps | Time Savings Reroute in an Hour Making changes in the tool is great, but how do you handle communicating your changes across your organization? We handle all that for you with a single Excel workbook.The first worksheet is for your admin to make changes in the ERP. We also produce a worksheet for each sales rep who had a territory change so you can forward the changes territory and sales commission to them in the same day. And since our tool uses the same data as PocketAdvantage, RouteMaps will update at the same time as the sales reps territory is updated in PocketAdvantage.

Build Territories in Minutes Sometimes demographic changes, personnel changes, or brand changes produce a need to evaluate splitting existing territories into a few smaller territories or adding a new territory all together.This process is a cinch in RouteMaps. Just click to add a new territory and move over accounts, and in a few clicks, you have a brand new territory built.

Review Data in Seconds If you want some time to think it over, we save all your changes between sessions, so you can sleep on it and pick up where you left off, or present your findings to your boss for approval to hire that new rep you need.

RouteMaps | Reporting The most important part of RouteMaps is the reports generated by the managers to put the rep customers changes into the system.

Rep Summary Reports provide a summary of the proposed changes.This report is used by sales managers to get senior sales management approval before they are added to the system.

Rep ID Rep Name Accts + Accts - Delta Sales

Delta % Original Sales

Adjusted Sales

Adjusted Commission

3603

Remy Rea

0

4

-$114,351.92

-3.0%

$3,774,087.48

$3,659,735.56

$109,792.07

3807

Lisa Woodard Brian Gause Jim Harris

0

7

-$73,115.36

-6.6%

$1,111,574.03

$1,038,458.67

$21,495.06

0

3

-$11,780.97

-1.3%

$936,129.09

$924,348.12

$27,730.44

3

0

$11,780.97

1.2%

$1,016,616.50

$1,028,397.47

$22,946.76

3804

George Jones

7

0

$73,115.36

2.7%

$2,659,448.85

$2,732,564.21

$58,637.13

3808

Desmond Johnson

4

0

$114,351.92

4.3%

$2,680,201.41

$2,794,553.33

$62,768.82

3401 3806

Account Change Lists are used to update the system with new reps once changes are approved.

Action

Account # Account Name Total Sales

Move

606610

Move

122111

Move

122133

Move

133321

Move Move Move Move Move

132211 133313 122122 122133 122113

Move

122111

Agavos Cocina & Tequila Broadway Pizza East Buffalo Wild Wings 65 Buffalo Wild Wings 64 Cash Saver #7 Classic Mart Exxon Mart #2 Exxon Mart #3 Whiskers Wine & Spirits Wilkinson Liquors

$240.01

Total Comm Current Rep ID $4.80 3807

$7,543.06

$163.20

3807

$19,209.66

$385.85

3807

$15,575.97

$313.65

3807

$112,123.68

$94.50 $951.23 $1,182.51 $310.06

$3,363.71 $2.84 $28.54 $35.48 $9.30

3603 3603 3603 3603 3401

$5,203.63

$156.11

3401

Current Rep Name Lisa Woodard Lisa Woodard Lisa Woodard Lisa Woodard Remy Rea Remy Rea Remy Rea Remy Rea Brian Gause Brian Gause

New Rep ID 3804 3804 3804 3804 3808 3808 3808 3808 3806 3806

New Rep Name Desmond Johnson Desmond Johnson Desmond Johnson Desmond Johnson Jim Harris Jim Harris Jim Harris Jim Harris George Jones George Jones

RouteMaps | Commission Options Our Commissions feature allows you to experiment and see real-time effects on the monthly revenue and commission of sales reps, by customer or commodity type. We also write in your commission logic to be applied to the sales history so that you can balance territories or try out new commission rates.

Commission Type

Commission Rule

Dollar Totals

Percent commission on total dollars, same per rep

Dollar Totals by Rep

Percent commission, can be different per rep

Case Totals

Dollar value (i.e. $0.50 per case), same per rep

Case Totals by Rep

Dollar value (i.e. $0.50 per case), same per rep

Dollars by Product Type Spirit Totals

Percent commission on total dollars, same per rep

Spirit Totals by Rep

Percent commission, can be different per rep

Wine Totals

Percent commission, same per rep

Wine Totals by Rep

Percent commission, can be different per rep

Beer Totals

Percent commission, same per rep

Beer Totals by Rep

Percent commission, can be different per rep

Non-Alcholic Totals

Percent commission, same per rep

Non-Alcoholic Totals by Rep

Percent commission, can be different per rep

Customer Types On Premise Totals

Percent commission on total dollars, same per rep

On Premise Totals by Rep

Percent commission, can be different per rep

Off Premise Totals

Percent commission, same per rep

Off Premise Totals by Rep

Percent commission, can be different per rep

Chains

Lower percent commission, same per rep

Total Wine and Costco

Lower percent commission, same per rep

EC eCommerC

eCommerce | Customizable Websites

We can set up an eCommerce website with your URL, your logo, and your color scheme almost immediately. We apply the same data that PocketAdvantage displays. Users can view recent invoice history, give Open AR (with drill-down into invoice detail), and other useful customer cthe ustom ec ommerce websites service functions. OrdersQ getuick sent ,to assigned sales rep into Pocket Advantage, or to an inside sales team member, r the same to way r EDI, Provi, and other outside orders can be eady oll oSevenFifty, ut received with OrderLink.

EC

We can set up an eCommerce website with your URL, your logo, and the color scheme from your current website very quickly. We receive data feeds from nearly one hundred wine and spirits wholesalers, multiple times per day, and can help you set up similar data feeds to us, to populate the website with data and rules.

EC eCommerCe

We can deliver orders to your ERP, including consolidating orders from other outside sources like EDI, Provi, SevenFifty, and others.

e can set up an eCommerce website with your URL, your logo, and Users can place orders, view invoice history (from all of you order sources), open AR with drilldown color scheme almost immediately.

to line item detail, and other useful customer service functions. We can even show PDFs of scanned ™ invoices. e apply the same data that PocketAdvantage displays

You can have retailerAR site(with as welldrill-down as a supplier site, which allows supplier reps to have easy access ers can view recent invoice history, give aOpen

eCommerce | Customizable Websites

EC eCommerCe

Your own custom eCommerce website can be accessed on your customer’s smartphones and tablets as well, providing you with on-the-go ordering on demand.

WUser holesaler -specific W registration to ebsites the website requires an email address that is validated by sending an User registration to the requires access code towebsite the address to complete the an email address that is validated by registration. sending an access code to the address to complete the registration.

A mobile phone number is also required. This phone number is validated against existing mobile phone accounts to confirm it is authentic.

A mobile phone number is also required.

This phone number is validated against Capturing and connecting name, email, and existing mobile phone accounts to mobile phone, connected to a CustomerID GSR½VQ MX MW EYXLIRXMG

delivers valuable marketing links to use in conjunction with offers, within these websites and in other ways.

Capturing and connecting name, email, and mobile phone, connected to a CustomerThe websites are optimized ID delivers valuable marketing links to use for use in PC, on in conjunction with on Offers, within these tablets, and smartphones.

A customer can websites and in other ways.

register multiple users. A user for a chain or related accounts can register once for multiple customer locations. A settable daily cutoff time ply the same data that PocketAdvantage displays enforces not allowing a request for next day an view recent invoice history, are giveoptimized Open AR The websites for(with use indrill-down PC, on tablets, and on smartphones. A customer can register delivery. ce detail), and other usefulusers. customer functions. multiple A userservice for a chain or related accounts can register once for multiple customer locations.

set up an eCommerce website with your URL, your logo, and r scheme almost immediately. ™

A settable daily cutoff time enforces not allowing a request for next day delivery.

get sent to the assigned sales rep into PocketAdvantage™, or de sales team member, the same way EDI, Provi, SevenFifty, and side orders can be received with OrderLink™.