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Ascent IOM Demo Scripts

ASCENT IOM DEMO SCRIPTS _________________________________________ Ascent Inventory and Order Management (IOM) Script: [Opening Slide] While both Ascent Inventory Management and Order Management can be used as stand alone products, installing them together in an org (Ascent IOM) creates added efficiencies towards achieving a 360 degree view of your operations. Ascent Order Management interfaces focus on process and completing steps. But now with IOM they will collect inventory related information. At the same time Ascent Inventory’s centralized transaction ledger automatically consolidates Ascent OM transactions with a new dimension. App awareness in Ascent IOM creates a seamless user experience and adds data integrity without requiring painful integrations. Ascent IOM also enables end to end returns management (aka reverse logistics) to improve your customer service, field service, and lower operational costs. [Jump to a Case Slide showing RMA From Customer > Lot > RTV to Vendor flow chart] Today the main feature we are going to show off as part of the IOM solution is reverse logistics. It often has broad reach across organizations touching customers, vendors, sales, commerce, purchases, and (deep) into all operational nuances of inventory management. Since we are going to be moving quickly across business units - here is a depiction of the steps we are going to take today. [Jump to case] Here we see a case from a customer letting us know the Mineral Oil we sold them is of poor quality. We ask them to go ahead and do a return. So we will go back and find Samantha's order and create the return there. [Click through to the order here] Now I can see exactly what Samantha has ordered, and we know she just wants to send back the Oil, so we will click return order. Select the products she wants, and return the whole amount. And now the return is created. We can link this back to the case so we can give Samantha her RMA number for her reference. [Type in Samantha’s RMA number and hit send] Now when she returns this to us, we can process the inventory back into the original lot because we want to send this whole batch of oil back to the vendor now. Here you could do a step for inspection if you like, but we are going to cut right to the point.

ASCENT IOM DEMO SCRIPTS _________________________________________ [Jump to the Lot, and find the original PO] Now I am going back to the original PO because I will do another return, but this time all the way back to my vendor. This is important to understand that with IOM returns are not just for customers but also for your vendor PO’s. And since we are tracking vendor performance here, this will be a metric for us to see how much we end up sending back to our Vendor regularly. [Finish return to vendor] Again i’ll go through the same steps, this time processing out the entire lot of orders. This removes the inventory from our system completely since we have sent it back. [Return to the Lot Page for wrap up] Now coming full circle this Lot has no inventory left and we can see the detailed audit trail of everything we have done from the original purchase order receipt, samanta’s order, and both returns from her and to our vendor. This is a true operations 360 scenario as you can see in this dashboard, with Ascent IOM you’re able to service customers more effectively with deeper insights for inventory, omni-channel orders, fulfillment, returns, and vendor management. Ascent Inventory Management (IM) Script: [Opening Slide] The Ascent Inventory Management app is the hub of a many spoke system for an organization to achieve a 360 degree view of their operations. In this video you will learn how inventory is not just a quantity of a product. Instead it is the careful combination of these features, functions and standard practices we’ve delivered to match your unique business. There’s a broad set of use cases across lines of business from purchasing, warehouse, sales, to finance or accounting; we’ve taken a simplified view for this short demo. [Jump to Locations List view] Starting with the basics, any good inventory management system is going to give you capability to organize your stock globally across multiple locations or get granular down to the aisle, row, rack, bin in your stock rooms and multiple warehouses.

ASCENT IOM DEMO SCRIPTS _________________________________________ [Click on a Bin Location Detail] Ascent delivers this and more with our location hierarchy that even features customer owned, in transit, inspection, and non-inventory locations. [Jump to Mineral Water] Let’s add some stock. Before we do that, let’s call out a few important things about how the product page has changed. As you can see we are now tracking things like global stock quantity, the cost of inventory, what type of costing model you are using if your organization needs that level of detail. You can also see we have units of measure here so you can have a 12 pack or 6 pack or just sell a single unit, and each inventory record can detail that additional dimension of inventory. [Click Add a 6 pack to Los Angeles] I am going to add a six pack of inventory to LA. I can give it a cost. It’s that easy, now we have stock for other parts of our business to use for other functions. [Jump to Mineral Oil] If your business has exposure to the FDA or you are selling expiring goods you probably know about Lot / Batch inventory tracking. Here is a Lot Tracked product which means we are going to track another level of detail for every inventory transaction. Traditionally a cumbersome process to implement, we make this feature very simple. You just check this box here “Lot Controlled’ and the interface automatically changes everywhere this product surfaces requiring that you specify which lot you are intending to use or create. [Jump to PO] Another more traditional process focused way to bring in inventory, especially with Lot controlled items, is to create a Purchase Order to your vendor. Here we see a PO, with delivery dates and several other features we can use to report on vendor performance. [Receive the PO] On the right we see the products your vendor should deliver once all agreements have been made for pricing and quantity. Now it is time to receive the inventory into the system. And part

ASCENT IOM DEMO SCRIPTS _________________________________________ of this receipt is giving the system a brand new Lot that will travel with this inventory for it’s entire lifecycle. [Jump to a “Busy” lot] And here is an example of how much information we can track about the lifetime of inventory inside of a lot for say FDA or audit purposes. [Jump to Medical Device] Sticking with the theme, we want to show you one more type of inventory you can manage. This is a serialized medical device, and just like with Lot tracking, it is a simple checkbox on the product to say this product is serialized and now the Assets section we are all familiar with in salesforce shows up with some added functionality. As you can now see you can tell exactly where an asset is located, and it’s serial number. [Move a medical device] We are going to do a quick move to show that an asset has passed inspection and move it into regular stock. [Closing Slide] So as we have seen, Ascent inventory management is the nucleus for Operations 360. A powerful app to leverage across your organization. Ascent Order Management (OM) Script: [Opening Slide] The Ascent Order Management app is critical for an organization to achieve a 360 degree view of their operations. In this video you will learn how the Ascent Order Management app simplifies the complexity of an omni-channel organizations order lifecycle from inception to delivery. Ascent Order Management efficiently tracks the cycle of people, internal fulfillment processes, and connected apps to create a better end-to-end customer experience. [Jump to an already created order with a book already added as a line for a book] This app is used across multiple teams from customer service to sales and the warehouse; we’ve taken a consolidated view for this short demo. I am going to put on my CSR hat and

ASCENT IOM DEMO SCRIPTS _________________________________________ jump into a previously created order that a customer wishes to add additional products to before fulfilment. Here we see that we have extended the capabilities of the standard Order and Order products in SalesForce. The customer has called in and has requested some Mineral Oil and Mineral water so let’s go ahead and add those. [Add lines for mineral water and mineral oil - show off how changing the unit of measure changes the pricebook - big deal] This filtering interface is an extension of the standard order entry interfaces and even extends the pricebooks to allow for multiple units of measure pricing in scenarios so the total dynamically changes. [Show Email section and mark order as Approved] It is important to recognize that with Omni-Channel order management, different order types will have different steps to completion. Here we can see we can acknowledge the order with the customer with a template of our choosing or potentially use Communities or chatter to gain the same approval. I’ll mark this order as approved to move to the next step. [Picking List] In this order flow the next step is to send this order to the warehouse electronically. This is the document you would create if you were using a 3PL (third party logistics or warehouse). But if you have your own inhouse warehouse staff this would show up on their mobile devices. I will click this picking list button that has standardized rules to intelligently choose where to pick the products from and who it should be assigned to. The warehouse user will complete this on their mobile device similar to completing work order in FSL. [Fulfilment] Now that the warehouse user has picked the items it is time to pack and ship. This again can be a step completed by a third party warehouse or downstream warehouse management system and then fed in via API. I am going to a pack a few lines into a box and give this box a tracking number from a shipping system. Completing this action will automatically deplete inventory from the specified locations of our choosing. [Drop Ship] Finally I will drop ship one of the lines to show a different type of fulfillment where my vendor will ship directly to the end customer.

ASCENT IOM DEMO SCRIPTS _________________________________________ [Wrap Up - Jump to Dashboard] Now this order is complete. As we have seen, Ascent order management is critical for Operations 360 and now your team has an omni-channel level view of these activities to drive better decision making, improve operations, increase revenue and Customer Satisfaction.