Fishbowl Inventory

1. Fishbowl Inventory Full-scale Inventory Control for QuickBooks Users Fishbowl Inventory Has been in business for almost 6 years We were one of the 1st companies to become an IDN Member and we were the first Inventory Control Solution to do so Our first software release included QuickBooks integration � A great decision We�re growing at the rate of 250%- 300% year over year Currently we have between 60-100 new implementations a month We have a current install base of over 4000 users on Fishbowl representing over 1000 Companies Fishbowl Inventory Has been in business for almost 6 years We were one of the 1st companies to become an IDN Member and we were the first Inventory Control Solution to do so Our first software release included QuickBooks integration � A great decision We�re growing at the rate of 250%- 300% year over year Currently we have between 60-100 new implementations a month We have a current install base of over 4000 users on Fishbowl representing over 1000 Companies

2. Fishbowl & QuickBooks together offer a true End-to-End Solution Chuck Hale is typical of why people start to use Fishbowl Inventory They love QuickBooks but it isn�t powerful enough for them on the inventory side They install Fishbowl and their processes improve so that they can continue to grow. However, now they can grow exponentially in terms of revenue while keeping their administrative staff about the same. We don�t think it�s a coincidence that the year after implementing Fishbowl Inventory, they made the list of Utah�s top 100 companies. They�ve been moving up on that list ever since. These next few minutes are to show: The types of Companies who would need Fishbowl The size of Companies who would need Fishbowl The Feature set of Fishbowl that sets us apart How you can increase the revenue of your practice using Fishbowl & QuickBooks in tandem How we can help you to be successful in doing this Chuck Hale is typical of why people start to use Fishbowl Inventory They love QuickBooks but it isn�t powerful enough for them on the inventory side They install Fishbowl and their processes improve so that they can continue to grow. However, now they can grow exponentially in terms of revenue while keeping their administrative staff about the same. We don�t think it�s a coincidence that the year after implementing Fishbowl Inventory, they made the list of Utah�s top 100 companies. They�ve been moving up on that list ever since. These next few minutes are to show: The types of Companies who would need Fishbowl The size of Companies who would need Fishbowl The Feature set of Fishbowl that sets us apart How you can increase the revenue of your practice using Fishbowl & QuickBooks in tandem How we can help you to be successful in doing this

3. Key Requirements for the Right Solution Fishbowl is: Scalable � BC Tech started with 5 licenses and now have 75 licenses Business size: 1-100 employees Revenue: between $1million to $100 million/ yr There are no limits that you can stock We have users who have over 100k parts There are no limits to customers or vendors We have users who have 100s of thousand of customers We don�t have limits on how many vendors can sell the same part. Fishbowl is: Scalable � BC Tech started with 5 licenses and now have 75 licenses Business size: 1-100 employees Revenue: between $1million to $100 million/ yr There are no limits that you can stock We have users who have over 100k parts There are no limits to customers or vendors We have users who have 100s of thousand of customers We don�t have limits on how many vendors can sell the same part.

4. Helps Customers with Large Inventories in Multiple Locations Organizational Characteristics: Multiple warehouses/storage locations Sales, Purchasing, Manufacturing, Picking/Packing/Shipping/Receiving �We added Fishbowl Inventory and this was the solution to our problems. It is very user friendly and accurate. It doesn't allow a transaction to be fulfilled without proper inventory. We have five offices and each is responsible for counting their inventory. Fishbowl Inventory allows us to see how accurate each location is in counting and helps us to better monitor inventory. We've save so much time by using Fishbowl Inventory. We love the software and would highly recommend it to anybody with large inventories to be accountable for.� - MGC Typically Customers who look at Fishbowl have the following needs: Multiple warehouses and store fronts They want to have bin locations set up as well They have many workflow functions that all need to tie into one place A sales force Purchasing agents People in their manufacturing and production area Service Technicians People in the warehouse to pick, pack, ship and receive.Typically Customers who look at Fishbowl have the following needs: Multiple warehouses and store fronts They want to have bin locations set up as well They have many workflow functions that all need to tie into one place A sales force Purchasing agents People in their manufacturing and production area Service Technicians People in the warehouse to pick, pack, ship and receive.

5. Replaces Legacy Systems Obsolete custom software (Excel, Access) Outdated DOS packages (usually no support) What does Fishbowl replace? Old outdated solutions Everything has its time and place. There was a time covered wagons or a secretarial desk were the state of the art Likewise, There are antiquated computer systems people still use to manage their businesses: According to Paul T. Kidd (2003) author of Agile Manufacturing: Forging New Frontiers, approximately 75 percent of firms in the U.S and U.K. are defined as small to medium sized enterprises, and these firms have �grave� problems in their supply chains because of legacy systems (software and hardware) and legacy mental models as to how they should handle their businesses.�� Legacy models include paper accounting, using Excel, and using outdated packages that just don�t have enough horse power to take their business to the next level.Fishbowl�s objective is to deliver solutions that overcome these problems.� Fishbowl offers superior automation tools so companies can deliver products and services from raw materials to end customers through information flow, asset management and product distribution. What does Fishbowl replace? Old outdated solutions Everything has its time and place. There was a time covered wagons or a secretarial desk were the state of the art Likewise, There are antiquated computer systems people still use to manage their businesses: According to Paul T. Kidd (2003) author of Agile Manufacturing: Forging New Frontiers, approximately 75 percent of firms in the U.S and U.K. are defined as small to medium sized enterprises, and these firms have �grave� problems in their supply chains because of legacy systems (software and hardware) and legacy mental models as to how they should handle their businesses.�� Legacy models include paper accounting, using Excel, and using outdated packages that just don�t have enough horse power to take their business to the next level.

6. Who Uses Fishbowl Inventory? Wholesalers & Distributors Retailers What Types of Companies use Fishbowl Inventory? 60% of our customer base fit into the niche of being wholesalers and distributors. We also have companies that do retail as well. Fishbowl even has its own Point of Sale Solution which comes at no extra charge to Fishbowl users. We even integrate with QuickBooks Merchant Services for running credit card transactions, giving them a true end to end solution.What Types of Companies use Fishbowl Inventory? 60% of our customer base fit into the niche of being wholesalers and distributors. We also have companies that do retail as well. Fishbowl even has its own Point of Sale Solution which comes at no extra charge to Fishbowl users. We even integrate with QuickBooks Merchant Services for running credit card transactions, giving them a true end to end solution.

7. Who Uses Fishbowl Inventory? Manufacturers The second greatest segment of our customer base includes companies that do manufacturing as well. As you can see from the pictures that among manufactures as well as among distributors there is a great variety represented. There are: Manufacturers of utility sheds, Florists & Nurseries People who build electronic components from manufacturing circuit boards for traffic controls, gamma cameras used in nuclear medicine to building PCs. Fishbowl users also include manufacturers of food products Furniture And Jewelry If you looked at our customer base, you�d be amazed at the different types of manufactures, distributors and retailers who successfully use Fishbowl Inventory to manage their business The second greatest segment of our customer base includes companies that do manufacturing as well. As you can see from the pictures that among manufactures as well as among distributors there is a great variety represented. There are: Manufacturers of utility sheds, Florists & Nurseries People who build electronic components from manufacturing circuit boards for traffic controls, gamma cameras used in nuclear medicine to building PCs. Fishbowl users also include manufacturers of food products Furniture And Jewelry If you looked at our customer base, you�d be amazed at the different types of manufactures, distributors and retailers who successfully use Fishbowl Inventory to manage their business

8. Fishbowl & QuickBooks Together Offer a True End-to-End Solution Why do they use Fishbowl? We believe that it�s primarily because our clients loved QuickBooks first and they don�t want to leave that platform. However, because of how they�ve grown, they need more robust inventory control. So let me just go over some of the main themes that come up as to what they�re looking for in a more robust solution. The typical Fishbowl user likes the fact that the Fishbowl Solution allows them to have: Multiple locations It allows them to track items by serial numbers, Lot #s, Expiration dates and by the revision level of a manufactured good.Why do they use Fishbowl? We believe that it�s primarily because our clients loved QuickBooks first and they don�t want to leave that platform. However, because of how they�ve grown, they need more robust inventory control. So let me just go over some of the main themes that come up as to what they�re looking for in a more robust solution. The typical Fishbowl user likes the fact that the Fishbowl Solution allows them to have: Multiple locations It allows them to track items by serial numbers, Lot #s, Expiration dates and by the revision level of a manufactured good.

9. Fishbowl & QuickBooks Together Offer a True End-to-End Solution Auto Determined Min and Max levels for each part Automated Purchase orders based on current needs. It also gives them the capability of determining what their optimal reorder point should be so that they don�t have to worry about shortages. Beyond that, Fishbowl helps them determine what the optimal order up to level should be for every item manufactured or stocked in inventory so that they don�t expend un-needed working capital on goods that would only sit in their warehouse not making them money. The best part is that once their inventory items reach the reorder point, they are put on a report that calculates the exact amount needed so they can fulfill current orders, and not purchase more than necessary to keep up with business demand. Then, Fishbowl can create several Purchase orders to several vendors at once by simply going through the Auto PO Wizard.It also gives them the capability of determining what their optimal reorder point should be so that they don�t have to worry about shortages. Beyond that, Fishbowl helps them determine what the optimal order up to level should be for every item manufactured or stocked in inventory so that they don�t expend un-needed working capital on goods that would only sit in their warehouse not making them money. The best part is that once their inventory items reach the reorder point, they are put on a report that calculates the exact amount needed so they can fulfill current orders, and not purchase more than necessary to keep up with business demand. Then, Fishbowl can create several Purchase orders to several vendors at once by simply going through the Auto PO Wizard.

10. Fishbowl & QuickBooks Together Offer a True End-to-End Solution Robust Bill of Materials, staging capabilities, WIP tracking, and Work Order planning Capabilities Fishbowl Mobile-Warehouse (A Wireless Bar-coding Solution that holds its own with any on the Market) Fishbowl also offers robust manufacturing tools. Users can set up an infinite number of Bill of Materials that have are standardized or configurable. In fact, companies could have multiple levels of sub assemblies in each bill of materials. Finished goods can be configured from limitless parts in inventory. Companies that manufacture in stages also benefit. Fishbowl keeps track of where workers are in each stage of process for any work order currently opened. So for example if stage one was machining, and stage two was painting, and stage three was assembling, and a company manufactured 10 items at a time, they could simply move those 10 items along in the process as the work is completed. they might have 4 items in stage one of the process, 3 items in stage two, 2 items in stage three, and one item completed off of the work order. Fishbowl Reports on these stages and allows companies to partially fulfill your work orders. Fishbowl also offers a great bar-coding solution that boosts a company�s productivity and increases inventory accuracy. It receives inventory into stock and when it come time to take it out again, the bar-code device directs them through the warehouse using the most logical picking path. It even facilitates the packing and shipping process. With Fishbowl Mobile users can also create sales orders and purchase orders. Fishbowl also offers robust manufacturing tools. Users can set up an infinite number of Bill of Materials that have are standardized or configurable. In fact, companies could have multiple levels of sub assemblies in each bill of materials. Finished goods can be configured from limitless parts in inventory. Companies that manufacture in stages also benefit. Fishbowl keeps track of where workers are in each stage of process for any work order currently opened. So for example if stage one was machining, and stage two was painting, and stage three was assembling, and a company manufactured 10 items at a time, they could simply move those 10 items along in the process as the work is completed. they might have 4 items in stage one of the process, 3 items in stage two, 2 items in stage three, and one item completed off of the work order. Fishbowl Reports on these stages and allows companies to partially fulfill your work orders. Fishbowl also offers a great bar-coding solution that boosts a company�s productivity and increases inventory accuracy. It receives inventory into stock and when it come time to take it out again, the bar-code device directs them through the warehouse using the most logical picking path. It even facilitates the packing and shipping process. With Fishbowl Mobile users can also create sales orders and purchase orders.

11. Solution Overview QuickBooks Enterprise Integration Overview With these features in Fishbowl being distinct from QuickBooks, you�re probably wondering about Fishbowl�s integration with QuickBooks. The short answer is that Fishbowl integrates very well with QuickBooks. Specifically, it does the following: It maps its chart of accounts with QuickBooks and sends journal entry totals crediting and debiting the proper accounts so that Financials can all run in QuickBooks. Beginning at the end of this month, the exporting of data will be automated by our scheduling module. Then, we make it simple to integrate the data as well. Fishbowl�s integration wizard brings in all active company, customer, and vendor information, into Fishbowl inventory. We also bring in all active inventory items in at once so users can get up and running in no time. One of the criteria for Fishbowl to become a Gold Developer for QuickBooks was to pass the technical review. This we did with flying colors so that your clients can be comfortable that the Fishbowl-QuickBooks integration is solid.With these features in Fishbowl being distinct from QuickBooks, you�re probably wondering about Fishbowl�s integration with QuickBooks. The short answer is that Fishbowl integrates very well with QuickBooks. Specifically, it does the following: It maps its chart of accounts with QuickBooks and sends journal entry totals crediting and debiting the proper accounts so that Financials can all run in QuickBooks. Beginning at the end of this month, the exporting of data will be automated by our scheduling module. Then, we make it simple to integrate the data as well. Fishbowl�s integration wizard brings in all active company, customer, and vendor information, into Fishbowl inventory. We also bring in all active inventory items in at once so users can get up and running in no time. One of the criteria for Fishbowl to become a Gold Developer for QuickBooks was to pass the technical review. This we did with flying colors so that your clients can be comfortable that the Fishbowl-QuickBooks integration is solid.

12. Solution Overview Fishbowl then takes over these functions from QuickBooks: Sales, Purchasing, MFG, Inv., Shipping Writes invoices, bills, COGS adjustments to QuickBooks Then once you�re up and running with Fishbowl Inventory, the workflow goes as follows: Fishbowl takes over the Sales orders, purchase orders, all of the warehouse functions � Picking, packing, shipping and receiving � inventory moves, and reporting on inventory. Then, QuickBooks does all the of the A/R and A/P and the financial reporting that you would expect. Fishbowl actually creates invoices and bills in QuickBooks to eliminate double entry and these are managed the same way they would be if originally created in QuickBooks. Fishbowl also sends journal This way the accounting personnel continue to use the number one accounting solution and all key facets of inventory control can be handled through Fishbowl.Then once you�re up and running with Fishbowl Inventory, the workflow goes as follows: Fishbowl takes over the Sales orders, purchase orders, all of the warehouse functions � Picking, packing, shipping and receiving � inventory moves, and reporting on inventory. Then, QuickBooks does all the of the A/R and A/P and the financial reporting that you would expect. Fishbowl actually creates invoices and bills in QuickBooks to eliminate double entry and these are managed the same way they would be if originally created in QuickBooks. Fishbowl also sends journal This way the accounting personnel continue to use the number one accounting solution and all key facets of inventory control can be handled through Fishbowl.

13. Solution Demonstration Show: SO Module Quick Find Quick List Configurable item Pricing Module Picking Module Grouping Pick Ticket Shipping Module Integration with UPS & Fed Ex Pack Ship Receiving Module Work Order Module Show: SO Module Quick Find Quick List Configurable item Pricing Module Picking Module Grouping Pick Ticket Shipping Module Integration with UPS & Fed Ex Pack Ship Receiving Module Work Order Module

14. An Affordable End-to-End Solution The QuickBooks/Fishbowl solution is offered as a superb alternative to packages such as: Mas90, Accpac, Dynamics & Other Mid-Tier Solutions Fishbowl is a great alternative to other mid tier solutions. Companies don�t have to pay over $100,000 to implement a true end to end business solution. Fishbowl Inventory offers the functionality needed at just a fraction of the cost. Feature by feature it is the best value on the market. All the while, it improves productivity and inventory accuracy for any customer involved with wholesale, distribution, manufacturing or retail. It is an end to end order management, supply chain solution that takes companies to their next level of excellence.Fishbowl is a great alternative to other mid tier solutions. Companies don�t have to pay over $100,000 to implement a true end to end business solution. Fishbowl Inventory offers the functionality needed at just a fraction of the cost. Feature by feature it is the best value on the market. All the while, it improves productivity and inventory accuracy for any customer involved with wholesale, distribution, manufacturing or retail. It is an end to end order management, supply chain solution that takes companies to their next level of excellence.

15. Fishbowl Pricing End-User Pricing: Includes training and M&S As you can see it is very affordable. A single user is les than $2k and even a 15 user is only $11,000. The first 30 days of tech support are unlimited, and there is on-line internet training offered with every purchase to point them in the right direction As you can see it is very affordable. A single user is les than $2k and even a 15 user is only $11,000. The first 30 days of tech support are unlimited, and there is on-line internet training offered with every purchase to point them in the right direction

16. How Can this Grow Your Business? Market Opportunities Implementation, Data Migration, Training We have professional advisors who are bringing in an additional $5,000 to $125,000 in consulting services from a single installation of Fishbowl Inventory. Hart Singh signed up in November 2005and by January 2006 closed a deal where he made a solid 5 figures in consulting services alone. Griffiths & Company started with a company on a Fishbowl Implementation project and within six months billed them over $125,000 in consulting services Now, what might you expect if you became a Fishbowl professional advisor? Above the money you would earn on the price of the software, you would make the majority of money on consulting fees centered around implementation, data migration and training Hart Singh Tom GriffithsNow, what might you expect if you became a Fishbowl professional advisor? Above the money you would earn on the price of the software, you would make the majority of money on consulting fees centered around implementation, data migration and training Hart Singh Tom Griffiths

17. Where do I find these companies in my area? Think of your current client list Think of other companies in your area that fit this criteria If you can�t think of nearby opportunities go to the WEB Now how can you find these opportunities? Think of your current clients who fit into the businesses we�ve spoken about Then, think of other enterprises in your area that fit this criteria Once those lists are exhausted you can use the webNow how can you find these opportunities? Think of your current clients who fit into the businesses we�ve spoken about Then, think of other enterprises in your area that fit this criteria Once those lists are exhausted you can use the web

18. Helpful URLs The following URLs can help you to get information on these target companies in your area: http://www.business.com/directory/advertising_and_marketing/sales/selling_techniques/lead_generation/ http://www.onesource.com http://www.idexec.com http://www.harrisinfo.com These URLs can be great starting point to find companies you can consult with.These URLs can be great starting point to find companies you can consult with.

19. What are some of the Questions I can start out with to Peak their Interest? ASK INVENTORY RELATED QUESITONS On a scale of 1 -10 how would you rate the efficiency of your warehouse? ASK PURCHASING RELATED QUESITONS Do you know what your Order up to level (OUL) is on each product? ASK SALES RELATED QUESITONS How do you keep track of your open sales orders and estimates? ASK PROFITABILITY RELATED QUESITONS How do you track excess capital tied up in products that don�t move? Do you know which items are most profitable for you? Once you have found them, make it count. Here is a list of questions to help them start thinking and position you as the expert. These consultative questions and many more are found in the Professional Advisor section of our WEB site.Once you have found them, make it count. Here is a list of questions to help them start thinking and position you as the expert. These consultative questions and many more are found in the Professional Advisor section of our WEB site.

20. Resources Available Professional Advisors� Program Similar to QuickBooks Pro Advisor program Unlimited Technical Support Copy of Fishbowl included On-line Training 2 Day Training Course 3 levels of certification Certification Exams Professional Advisors� Program Similar to QuickBooks Pro Advisor program Unlimited Technical Support Copy of Fishbowl included On-line Training 2 Day Training Course 3 levels of certification Certification Exams

21. Competitive Advantages & Brand Attributes Designed specifically for the QuickBooks Market Outstanding Technical support Ranking on QuickBooks Website. To recap, there are many reasons for a company to choose Fishbowl Inventory. Designed for the QuickBooks Market We have the tools to make each implementation a success Live technical support 6:00-6:00 M-F (MST) Live internet based training Regular 2-day training courses On-site customer installation/training Extensive website Numerous flash demos Multiple case studies, reviews, forums Training materials We are the best overall solution for a company�s investment To recap, there are many reasons for a company to choose Fishbowl Inventory. Designed for the QuickBooks Market We have the tools to make each implementation a success Live technical support 6:00-6:00 M-F (MST) Live internet based training Regular 2-day training courses On-site customer installation/training Extensive website Numerous flash demos Multiple case studies, reviews, forums Training materials We are the best overall solution for a company�s investment

22. Key Contacts Here is some contact information. We would be happy to assist you.Here is some contact information. We would be happy to assist you.