Series 2K Sales Presentation

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Series2k Gas Station and C-Store Management
System Sales Presentation
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Series 2K Sales Presentation

• Series2k is designed to be
• Easy to Use
• Easy to maintain
• Highly Flexible
• Only enter data once
• Use technology to ease operations
• Economical to own and maintain
• Get as much data from your POS Web and utilize
  it
• Interface with QuickBooks 2003/2004/2005 all
  versions
• Mas90 Interface

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Series 2K POS Interface

• Series2k Interface
• Works with all POS types
• Consistent design
• Easy to Use
• Multi Station
• Central Office
• Using XML Technology

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Series2k POS Interface Detail
The Series2k POS Interface allows multi stations,
multi POSs to all be setup on one PC. We are
also the only company that takes ALL POS types
and converts the data to NACS XML.
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Series2k POS Interface Setup and Maintenance

• The POS Setup and Maintenance screen allows you
  to
• setup the time each station closes the end of day
  
• filter out data you do not want to import from
  the POS
• Setup Price Books rules and formats
• Check for price book updates on the web

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Series2k POS Interface Fuel Invoice and EFT
Import from the web

• The POS EFT Import screen allows you to import
• Fuel Invoices and
• EFT data from the oil company web site
• Currently we offer Chevron, Conoco and 76 but
  others will be added as available

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New POS Monitor System
Series2k has developed a new interface which will
monitor your POS system and also post data as it
becomes available to the web. This interface will
also monitor price book updates that are on the
web and then send them to the POS all
automatically
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Series2k Subscription Service all Web Based
Series2k is a subscription service which allows
you to budget easily and also reduces large out
lays of cash at start up or upgrades.Here the
screen shows the auto subscription update system
- simply click on Renew subscription from the
web and you are auto extended.(Requires web
connection)
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Series2k Security Sign On
To make certain access to your data is controlled
we have a multi tier security system that lock
out certain features for different users.
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Series2k Main Menu
Main menu is all icon and description driven and
allows complete access to all utilities and
options in the system.
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Series2k Price Book/Inventory Menu
Department Price Book Menu is displayed allowing
complete inventory and price book control.
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Series2k QuickBooks Menu
The QuickBooks Menu allows setting up and sending
data to and from QuickBooks
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Series2k EFT Menu
The EFT Menu allows setting up and data brought
in from the oil companys web site
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Series2k Excel Pivot Report Menu
The Excel Pivot Menu allows you to create Excel
pivot tables to review and analyze in Excel.
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Series2k Database Utilities Menu
The Database Utilities menu allows various
maintenance of the database
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Series2k Daily Fuel Sales
Fuel sales are displayed and calculated
automatically for margin, daily and 30 day
profitability. Display includes Gallons, total
dollars, sales price per gallon with and without
sales tax, current cost per gallon, margin,
todays Fuel Profit and your 30 day Profit ALL
AUTOMATICALLY.
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Series2k Daily Fuel Sales
Fuel Reconciliation is also computed
automatically and provided your tank monitor
sends data to the POS system we import that data
into the correct day and display your net and
gross over and short as required by most states.
Again all automatically.
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Series2k Daily Other Sales
Department sales and profit are displayed -
noting your departments are Auto created and
changed if your POS changes. Profitability is
based on that days sales of actual SKUs. Each
day we automatically calculate your department
profit based on THAT DAYS SALES and convert that
to the department level. (Only for departments
that have scanned SKUs)
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Series2k Daily Cash Reconciliation
Daily Cash Reconciliation is imported from the
POS and then checked and corrected as necessary.
If an item needs to be sent to QuickBooks that is
shown here. Not all items need to be send to
QuickBooks.
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Series2k SKU Detail
Complete SKU sales can be displayed, sorted and
displayed in a simple manner along with the
ability to choose date ranges, dept and sku items
immediately
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Series2k Manual Input
Manual Input is used in a number of scenarios 1)
Your station does not have a POS system that
allows data to be downloaded. 2) System crash on
your POS system. 3) Lost data In any of those
cases we need to enter data manually and this is
done in seconds simply by filling in the blanks
of the departments auto created. Some clients run
multi stations and have 1 or 2 stations with no
POS connection. Using this allows you to simplify
your manual and auto POS stations and run all in
one system.
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Series2k What Ifs
What Ifs To assist dealers in figuring out their
profit margin and street prices we have install a
new What If Scenario to show your WAM. Click on
the What Ifs button on the top main line and the
following screen will display, noting data is
always displayed for the last day in the system
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Series2k What Ifs - Graphs
What Ifs - Graphs The following graph gives a
quick overall profit picture and can be for any
date range
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Series2k Detailed Sales Analysis Overall View
Detailed Sales Analysis is available under the
Sales Analysis button and as can be seen gives
incredible easy to read store analysis and
enables the user to see trends and problem areas.
This is available by one station or to add ALL
your stations together in the same display.
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Series2k Detailed Sales Analysis Detailed View
Detailed Sales Analysis can then give you a
department breakdown so you can see exactly where
the problems and trends exist both by quantities
sold and dollars sold. (This report is dollars
sold) Comparisons are 1) Same day to Same day
last week. 2) Last 7 Days with the previous 7
Days 3) Last 30 days with the previous 30 days.
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Series2k Sales Analysis by Quantity Sold no
Decimal places
Detailed Sales Analysis can also show you the
data without the decimal places to make it easier
to read. This report is now in quantity as
opposed to dollars on the previous slide. (This
report is quantity or gallons sold) Comparisons
are 1) Same day to Same day last week. 2) Last 7
Days with the previous 7 Days 3) Last 30 days
with the previous 30 days.
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Series2k Sales Analysis by Dollars Sold no
Decimal places
Detailed Sales Analysis can also show you the
data without the decimal places to make it easier
to read. This report is now in dollars as opposed
to quantity on the previous slide. (This report
is dollars sold) Comparisons are 1) Same day to
Same day last week. 2) Last 7 Days with the
previous 7 Days 3) Last 30 days with the previous
30 days.
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Series2k Sales Analysis showing actual SKUs sold
Want to see more detail ? Simply click on the
first column of the department and you will see a
breakdown of every SKU sold with the price for
that station for that day ! INCREDIBLE ! You can
even double click here and if the sales prices
was wrong you can change the sell price
immediately and so next time a price book is
updated to the POS the price will be corrected !
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Series2k Fuel Invoice Entry
Fuel Invoices are entered in 2 ways 1) Manually
simply by clicking on the Add New Invoice
button. 2) Auto import from the web site - if the
Oil Company has a supported web site. This
invoice is auto imported from the web site. The
system can be setup so only prices that change
need to be entered, otherwise data is auto copied
from the previous invoice. Saving time !
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Series2k Excel Pivot Reports
A lot of Dealer like to see sales data in an
Excel format, with Series2k you can get the data
you want in the format you want displayed in
Excel as can be seen from the next page. We can
add Pivot reports as needed
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Series2k Excel Pivot Reports - details
As can be seen, this Excel report is filled
automatically from the data in Series2k.
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Series2k Price Book System

• The Series2k price book allows simple control of
  all your prices on your POS from a central
  system.
• You can sort and display by many different
  methods by simply clicking on the header -
  headers can also be grouped.
• To change prices simply hi light and group change
  - changing hundreds of prices in seconds.
• You can also use standard Microsoft search
  utilities such as the wildcard () and find any
  group of items by UPC
• or Description.

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Series2k EDI Palm Invoice System
The Series2k EDI Palm Invoice system allows you
to import electronic invoices from your vendors
that offer this service. You can also input
invoices from the Symbol SPT1700 or 1800 Handheld
scanner. This can save invoices that are created
at the front door of the store, or at Super
Stores like Costco. This data is then used to
update your price books and then these invoices
can be consolidated to departments and posted to
QuickBooks.
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Series2k Utilities Menu
The Series2k Utilities Menu offers basic
utilities like back etc.
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Series2k Reporting
Series2k has a very large number of reports and
if custom reports are needed please advise us.
This service is included with our monthly fee.
As can be seen the report selection is very
complete and even allows you to customize reports
if you have some basic Microsoft skills - please
be careful though ask us for advice.
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Series2k Reporting - Fuel Inventory
The fuel inventory report shown below includes
all necessary data for state and federal control
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Series2k QuickBooks Posting
To Post data to QuickBooks from Series2k you
simply select the type of data you want to post
along with the date range then click Post and the
data is sent to QuickBooks automatically. You can
post as many days at a time as you require.
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Series2k QuickBooks Profit Loss
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Series2k QuickBooks Detailed GL Posting
Series2k posts data to QuickBooks automatically
creating 1) Sales 2) Inventory 3) Cost of
Goods 4) Fuel Invoices 5) Vendor invoices
Converting Itemized SKUs to Departments
automatically 6) EFT transactions from Web 7)
Receipts 8) Chart of Accounts as required
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Series2k Critical Inventory
Series2k understand how important cigarette,
lottery, phone card inventory (critical
inventory) is to a Gas Station/C-Store. For this
reason we developed the only immediate feed back
system in the industry. Our system uses our hand
held SPT scanner to take SHIFT inventory and give
IMMEDIATE reports back to the cashier to compare
their actual sales with the missing inventory by
department. We have also patented a system to
actually take cigarette inventory at the rate of
1 - 2 seconds per line to give an accurate count
of a large C-Store in under 5 minutes.
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Series2k Critical Inventory
Using our barcode ruler and custom shelf labels
we are able to easily and efficiently take
cigarette inventory in approx.. 1- 2 seconds per
row.
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Series2k Critical Inventory
Once shelves are scanned our system shows any
missing rows and allows the user to input that
data
Then a complete line by line report is displayed
showing O Opening count Added items - Sold
Quantity C Current Count Desc Which shelf
Then a report is created that shows each
department sales allowing easy comparison with
the register to show any discrepancy.
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Series2k Web based Management
Our new web based management system is a SQL
system running on the web allowing data to be
taken from the POS, processed at the site and
then posted to the web. Here is a typical days
data that can be viewed by owners and
managers. This system gives all the necessary
date including sales, margins, profit, cash and
fuel reconciliation in one easy to view form
along with a month graph for quick trend
review. All fields can then be drilled down to
show the actual day, week or month details.
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Series2k Web based Management
The main page allows immediate view of ALL your
stations, then details can be viewed by clicking
on the Sales/Reconciliation shortcut.
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Series2k Contact Information
Series2k Can be contacted www.series2k.com sales
_at_series2k.com Main (619) 464 - 5500 Fax
(619) 464 - 5569 P.O.Box 2022 La Mesa Ca 91943