With them also and okay. There you go. Thank you.

So this is the, we this is a product that

GreenStep has been developed, and, we are a 15 year old company. We are having a 150 plus
customers in North America that includes Canada, u US.

And in US, we have a customer who has offices in Latin America. That is Chile, Brazil,
Argentina. All these places, they have offices and they also different offices. You're all using
GreenStep. Having said that, we are on the technical side.

Just a brief info on the technical side. I'm not going into pitching into the technical details. Just it
is a Microsoft, based product, which means this product works on Microsoft platform, which is
on Windows, compatible with the latest version of Windows and things like that. And, also, it is,
browser based as earlier what, Harshit had shown on screen, where users certain activities can
be done from the browsers too without having to be there in front of your computer. When you
do it from the browser, you can access the data using a tab.

We do not recommend telephone I'm sorry. The mobile, because the screen shrinks very small
and the data requirement is little long. So therefore, you find it difficult to update using in mobile.
But we normally we recommend a tab or an iPad. You know, if you're connecting over the
browser, we'll come to those details later.

Now what does this product do? As your accounting, team did mention, yes, we need to do a
day to day accounting. That includes your sales journal, the purchase journal, the receipts, the
payments, and post that, you also have your accounts receivable, accounts payable, followed
by your financials, that is your trial balance and balance sheet, and inventory management. Now
I'll quickly click on accounting screen for me, please, and then I'll come to the other part of the
product. So this is your accounting screen.

And, as I said, yes, general journals, user can create the general journals manually because
these are normally the adjustment journals that you do it on the accounting side. But your sales
journal and purchase journals are created when you create a sales invoice or a purchase
invoice. Okay? Please, Sunny Sunny, can you hold on for a second? Guys, can you guys see
the screen?

Like, for me, I see a very small I'm I'm mentioned to the I you know, I mentioned that you guys
see a big do you guys see, like, clearly what he's doing? Because I my screen is very small.
What I would recommend, Noel, there are 3 dots below. Right? Mhmm.

More options. Click on that and make it as full screen. Okay. Here we go. Let's see.

Full screen. I work in the full screen. There we go. So a little bit better. Mhmm.

Okay. So guys I I I kind of figured. Okay. So just a couple questions. So Yep.

Your platform will have the full integration of the accounting. Right? It'll it'll have the purchase
orders, the accounts payable, the accounts receivable, the check payment features, and then
we can run financials from from here as well. Very much so. So in essence, we would be
eliminating our third party quick QuickBooks accounting service software?

Yes. Okay. When after the call, can you please send me over the report, just the sample reports
of exactly I don I don't wanna board the presentation with accounting. So I'd like to move over to
the POS, the point of sale, the inventory tracking, and the sales tracking. That would be a lot
more beneficial as that is the most important part of this, software conversion if we do this.

Absolutely. Okay. Now I will send those details as far as the accounting is concerned. We will
send you the data sets separately. Let's talk about the inventory.

Let's start with the products, and then we'll come to the point of sale. Okay? Go to the products.
Click on products. And this is where a product master is created.

This is the list of products that we have, or this is a demo data. So, click on new, please. New
product. Now let me give you a quick information about the product. There's a product code
which is unique identifier.

It is mandatory field. You have to enter the product code. And, also, there is a product
description, and the product is associated to a specific category. That's basically because the
same, software we also have a module called ecommerce module. That's a web module where
the users can log in and, go go to your website and make the purchase online also.

So that's why we put them into a specific category. And most important thing here is you have
the classification. It's a regular product. I'm selling a regular product, and the product type would
be I'll talk about kit and bill of material later. I just wanna just give you a brief information.

So it's a regular product, and the type would be on the right hand side. Just move to the type,
the next field. Here, we call the product type as stock. Now what happens is in case of a stock
item, you receive the quantity. Once I have the quantity, I will be able to fulfill.

Only then I will be able to ship it. So this is a stock item. What we are not doing in the stock item
is we are not tracking the you may have the purchase history, but we are not tracking the
moment of the product from, for example, if I what what will be my stock item? Just to give you
an example. I'm taking this out of the topic.

So just to make you understand, if I'm selling a laptop, laptop is crucial. I need to track it. But
along with the laptop, I have a mouse that you wanted a mouse. So my mouse is a low value
item. Therefore, I create it as a stock item.

I am not tracking these quantities individually. Whereas, that is the, feature of a stock item, and
the cost calculation is based on average cost when it comes to the stock item. When it comes to
serialization or an auto serialized item, as I said, as an example, if I'm serializing the item, my
laptop becomes a serialized item because it's a high value product. It carries warranty, and I
need to track exclusively. And it does is it generates a see, what GreenStep does is it generates
an unique serial number, internal serial number for the product, and it tracks the quantity from
where we purchased to whom we sold.

And if there is a return from the customer based on the serial number, we can track at the RMA,
and then go back to the supplier and say, hey, boss. There is a return. You need to replace the
product or something based on whatever is this. So that's how the serialization is there. In this c
once you serialize the product, you can also associate your manufacturer's serial number to that
serial number so that you can scan or select the product based on, system generated serial
number or based on your manufacturer's serial number.

It can be generated. That's the objective of having a serialized item. When it comes to auto
serialization, probably, I'll use the headset. It's a little more high value item. Okay.

So I thought I had you wanted to ask a question, I paused it. I'm sorry. Okay. I was talking about
auto serialization. When it comes to an auto serialization, keeping as laptop as a serialized item,
my headset, which is a high value item.

I auto serialize it. What happens is when I'm selling these products, notice you can scan the
serial number for the I laptop. You have to physically, manually scan this. Whereas in case of
auto serialization, you need not scan the, auto serialized product. You can tell the system to pick
the auto serialized product.

It will as, it will assign the available auto serialized product. That's all. That's the only difference.
But, otherwise, also, you can scan and pick the auto serialized item. That's the only difference
between a serialized item and auto serialized item.

Serialized item, user has to manually select the serial number. In case of auto serialization, the
system can assign or pick an auto serialized item at the time of invoicing. That is when you're
creating a sales invoice, period. And these when it comes to cost, it is calculating the cost based
on the time of, calculating the cost of goods sold. It considers the serial number cost, the
quantity because we are tracking the quantity individually.

Therefore, the actual cost is associated when it comes to cost of goods sold calculation. In case
of a stock item, it is always an average cost. Now this is the product master, and on the right
hand side, we you see that you also have no. No. Don't close that.

Please keep it. There's a sales tab. Under the sales tab, you can define the pricing of the
product. You can no. No.

No. No. No. No. Go back to the item master, please.

Yeah. On the right side, just move to the right. Scroll to the right. Yeah. There.

That's it. So here, you have the sales tab, and this is where you define the price. There is a
option called fixed price, which means use you update the price. Laptop prices, you are
manually entering the fixed price, $700. But there, when you click on the fixed, there is a drop
down also, which gives you the option to select based on markup percentage.

So when it what happens is markup percentage means you define, say, for example, 100%
markup. So if you're based on the cost of the item, it can be based on average cost, the last
cost, or the last landed cost. It will decide what will be the markup percentage. So this will this is
how you create an item. You what is the I'm just giving you the core information, not going into
the details of it.

You need a product code description. Define the item as a regular item, and then you decide on
what type of an item it is. If it is a mouse, it is a stock item. If it's a laptop, it's a serialized item.
And then you define the pricing.

Based on the pricing, rule that if it's a fixed price, you need to enter the fixed value manually. If it
is a markup percentage, it will calculate the 1st markup percentage based on the either it will be
based on average cost or, last cost or the last landed cost. Okay? And all or it can be
percentage sales total, but normally we use markup percentage on any of the first two fixed or
markup. This percentage sales total is, very rarely used, and that's not used for a regular item.

It is used on for some other items, in certain other scenarios. Now that's about the, product, and
you can, as I said, it is also associated to the web store. It can be you can link it to the web store
by putting the images and all that. And then, as far as the accounting is concerned, for example,
you want this, where the inventory has to go to a specific inventory control account, then you
can define those inventory control account. And when you're tracking the revenue, you want to
segregate the revenue.

For example, you want to say, revenue, sales, laptop, revenue, sales, mouse. So I'm just giving
you a hypothetical example here. So you can associate revenue accounts, specifically, if you
want to track your revenue, be on which stream your revenue you're making the revenues. For
example, if you're giving post sales support. So support revenue goes to a support revenue
ledger account so that it doesn't mix us up with your regular product revenue account.

So this is where you define under the accounts tab, which is there in the profile. So that's about
the item master. When, so once you define these information within the, product, the next thing
would you do is you do the purchases of the product and then do the sales of it. Let's do one
purchase document and one sale document so that you know how the process works. Just
close the screen, and if you have any questions, let me know.

So let's go to the purchase document. Under this, you have several reports. You can generate
the reports. You can export this data into Excel. All that is possible.
Just straight away going to purchase order. Create a purchase order, please. I have one quick
question. On the items list, do we get a template on, on how to import them directly? Yeah.

We will we will share the import. There is a provision to import the items. Perfect. Using Excel
file, you can import the items. We, currently, we only support Excel file.

That is 2 versions of Excel. The older version of Excel that is XLS file and the newer version of
Excel Access. But when it comes to the newer version, there are certain, Windows related, what
do you call, certain, files have to be deployed that we will communicate to you how to deploy it
and what needs to be done. Perfect. And I'm sorry.

One more quick question. On the on the side of receiving the inventory, is there a scan feature,
like, with the barcodes and stuff like that, or everything's just Go back to the products, please.
I'm sorry. I missed out on that. Thank you for asking that question.

Go back to the products, menu. Click on products. Double click there. Okay. Being don't don't go
anywhere.

Just on the top icon, you have yeah. There is the barcode. You can design your own barcode,
and it supports both, 2 d, bar code label, or you can also define, QR code. You can print the bar
code. You can generate your own bar code labels, and you can also scan when you're receiving
the item.

For example, just cancel this. Edit one of the items. Just open the item. Okay. So what happens
is, normally, you get some information from your manufacturer.

You you can update the manufacturer information either in the, not in the HSM code. You have
your internal part number. Classify. Yeah. Internal part number.

So there you can update it, or you can put out put your UPC code. Also, you can scan it and
update it here. You can scan your UPC code. It's a 13 digit code that you can scan and update it
here. And later, when you're receiving the item, you can see somewhere the data has to be
stored.

In that way, we can retrieve the data based on the information that you want. So you have to
update those. You can scan the product code, or you can scan the UPC code, or you can scan
the internal part number, or you can scan the serial number according to the scan which area
you are picking up, then it will pick the item. It supports 2 d scan and the QR code scan. Both it's
supported.

And, your team and your team will will assist in setting that up with us. Right? Yes. We will,
assist in creating the barcode labels for you and as well as printing the barcode labels and
making sure that it is, we give you the information with scanner to be used and how to be used.
And then based on that procurement, we will, make sure that it is configured and it is you can
scan it.

Particularly, as you said, it's point of sale. So when I come when I come to the counter, I don't
want, somebody to sit and type this. So you just wanna scan scan scan and update it. Okay.
Okay.

So you can scan the items. Yes. Close this. Go back to the purchase order, please. New.

So in the purchase order, what we're doing is we are making sure that we are selecting the
supplier from whom we are buying the product. Just select 1 of the suppliers. Okay? That's what
it's Yes. Yeah.

It's okay. And select the product. Just enter 1 Apple. Just type type type don't do it and don't do.
Click click on the drop down.

No. Cancel this. Okay. Just select that. Yeah.

Add okay. Next tab, come down. Scroll down. Just down arrow. Just down arrow, Achin.

Don't do anything. No. Not that. Down arrow. Now you press down arrow.

Down arrow. Not there. Just press the down arrow to add the second line item. I see. No.

No. No. Just press the down arrow key. Yeah. Just type type apple.

Just type apple. Just start typing. Don't click anywhere. Just start typing apple. Yeah.

There there's it. See, okay. The reason, this is what happens. There is multiple ways of
selecting the item by clicking. When you double click on that product code, it becomes a specific
search where whereas you don't do anything, just start typing.

It becomes a a wild card search. So anything that has Apple, all Apple related description,
product code, it will match and it will show you. This, you can enter it this way or if you have the
scanner and you if you have the label in front of you, you just now you know that the product is
0. You notice that stock shows as 0. That means I don't have this product, therefore, I cannot
sell it.

And that's why it shows the stock status indicator there. Similarly, I'm buying an Apple Mac Air
13.3. Just take that, yeah, double click on that. Okay. So I have 85 in stock, but it's showing in
yellow color.

That's basically because there's some orders that are available in order to, make sure that
yellow indicates that there are sufficient stock, but it has to be fulfilled against us sales order.
Only if it is in green color that you have sufficient stock, you can sell it. So you just add 2 two
quantities, put the price cost there, say, modify the quantity. Quantity has make it as 2. Yeah.

Modify the cost also. Update the cost as $300. Yeah. Even, put the cost for the, first item. Just
put as $5 or $10.

Yeah. Save it. So this is how you create a purchase order. You send the purchase order to your
supplier. You can email the purchase order.

You can print the purchase order. You can do all that. And once you receive the item, that's the
most thing important thing. You created a purchase order. You can send an email to your,
supplier.

There's an email icon on the right hand top corner. Yeah. Besides that. Yeah. So you can email
this purchase order which goes into a PDF file format, and it picks up the mail ID from the
supplier's master from his billing order.

Okay? You can just close this. We can send all the, printouts as, email to them so that they
know. And we will only for purchase order and sales order, we will work with you to redesign the
format in case the existing format, what you see is not, as per your standard. So we have just a
generic standard, and most of the customers have their own format.

Therefore, we have, during the implementation stage, we keep that window open to make sure
that we, format these purchase order and sales order in your prerequisite format, meaning the
way you wanted it. Having said that, can you click on menu and process this? Process, do it
directly to an invoice. Okay? So now purchase invoice gets created.

And if you notice, ordered is also ordered 1, received 1, invoiced 1. So you save this document.
This system updates it. I can dis see, by default, it updated the received and invoiced quantity.
This is controlled through the menu options, meaning we can set up a business rule saying that
don't do this auto update of received and invoiced quantity.

This way, what will happen is the user is forced to select the quantity because you have to scan.
Because you you this is 2 and 1. It's okay if you're ordering, 10, 15 line items, and the entire,
order 15, items that you have ordered, each are 5, some are 10, some are 15. When those type
of quantity comes, it is you can tell the system to do this option, which is the simplest thing to do
for the user, which creates a purchase invoice in a couple of minutes. But, it's I always suggest
it's better to do it manually because you know that any quantity that is short received can be
informed to your supplier.

Otherwise, you receive this like this. And then when you physically count, suddenly you'll realize
instead of 2, there is only 1. What happened to the 1? We don't know. And then you call us, then
we'll say, please check the physical quantity.
And based on that, we'll do the, quantity adjustment in order to write off stock or to add stock.
Either you have excess received or short received. So we have to do that. But whenever you're
receiving purchase, and during purchases, when you're receiving the item, it is always better to
scan, and we can disable this option of received and invoiced. So and now that we have
received and in, we know that we are receiving this quantity, just go ahead and save this,
please.

Yes. So, guys, I have a couple questions in regards to the items and where they're being stored.
So one first one is, how can we see where the item is being stored? Location 1, location 2.
Okay.

That's a very good question. Okay. Next. No. No.

Don't do don't minimize. Let let it be like that only. Just double click on the in one received
column. Double click on received column where you have entered to. Yeah.

Also, Lennon, real quick, also make sure you explain to them that the taxes are also difference
between both locations. We can, we can update this. We can force the user to, even select the
bin also. Otherwise, you have the default bin all regions it is showing. I can put it into any
specific bin.

Just, double click on that batch number because somebody has made this as batch below
below. And click here. Yeah. Just say save. So we get so we could select it, bin 43, but hyphen
2 to select the location.

And that way, we'll always know that hyphen 2 is location 2, and it's in bin 43 sitting in that
location. Absolutely. Correct. Perfect. And then, what was the other one?

Okay. So now the items that we need to group to to, to make one item that that we sell. So we
sell ductwork, and we have, like, sheet metal. We have various pieces that go that we actually
customize a piece, design it, and then sell it. How does that how would we account for that?

Okay. Click and accept and save this invoice. I'll I'll explain that. Click on accept. Save this.

Let's finish this purchase transaction. Yeah. Yes. Yes. Just say yes.

That's okay. Don't don't don't close. Hold on. Hold on. Hold on.

Don't do anything. Now we have done these purchases before I answer the other question.
Click on that accounting tab, please. There's a accounting tab below below, just above received
column. Received header above that accounting link.

Okay? So, this is on the accounting side. The moment you create a purchase document, it
debits your inventory control account, your stock account, and then it also credits your accounts
payable to whomsoever we need to pay. And later, we make the payment, as and when we
wanna pay. Okay?

Now to answer your question, close this purchase invoices. Go back to the products. Click. Yep.
Double click.

New. Now you said that you have multiple components that you cut the components, you use
several components and then do a finished product. Am I understanding it correctly? Correct. In
QuickBooks in QuickBooks, we're able to group it and then sell it as a unit number.

So for example, we have a fencing company that'll do, what is it? Oh my god. I forgot. It's, the
panels, the the clips, the the bolts, and the poles. We group that into a 6 foot white PVC fence,
and then all those items get subtracted, and we sell it as a whole.

Here, we have something similar to where we do a, sheet metal, and we use it to, create a a
ductwork. Okay. In that case, what there are see, what happens is when you're using sheet
metal and then, you're consuming the components and creating a finished goods, in that
scenario, click on the classification. Change that to bill of material. Now if you notice, there is a
additional tab on top where it says components.

Click on that. Now a set of components that you consume in order to make or finish goods, you
have to define it here. What will be your, sheet metal, whatever the process is? And at the end
of this, session, I would request you to share some Excel file with your dataset. What we would
like to do is, normally, we would like to create the data with your, create with your own dataset
and have one more review with you so that we can take you through the entire process and so
that you you are sure that this is what I'm looking for because we that's what we want to do.

But I'll just in brief, I'm gonna explain here. We call it as bill of material. So which means when
you're procuring, you're procuring from multiple suppliers, sheet metal, your, fire, other related
components. So once you buy those components, you're defining a bill of material item. That is
the finished boots will be the product code.

And in order to build that finished boots, you define all the components here. What is the
product or the sheet metal, the other related components that you are going to use? You can put
all that here and leave it. Once you have built this bill of material, just close this and see if there
is yeah. There's one example below.

A horse food or something is there. Just close that. Yeah. Double click on that. Okay.

Go to components. So here, they have defined well, I mean, this, we have, given it to one of the
customers who are into fear. So, guys, on this on this, if we have let's say let's say we have a
1,000 sheets of sheet metal. Right? Mhmm.
And we're gonna go ahead and we're gonna use 5 of those sheet metals to create the ductwork
and create the finalized. By grouping it or by doing what you're saying, that will pull the inventory
from that and use what we need. And then the other 995 sheets, we could sell to the open
market. If a client comes in and says, I want 900, they're they're free to sell as well. Yeah.

Yeah. Yeah. Okay. Yes. You see, basically, you're using the sheet metal in order to create a
different product.

You're using the let's yeah. Let me use I'm, let me give a hypothetical example here. So I'm
saying that I'm using a sheet metal in order to do a gate. Okay? Mhmm.

So it I'm using it. So I need iron rod, the sheet metal, and along with that, some labor
component is also involved. The paint is involved. Everything is involved. So there are so many
things that we use.

So many of these. That how much okay. I need a 10 foot gate. Okay. 10 foot gate requires x
number of sheet n number of sheet metals, 5 liters of paint, and the labor charges and all that,
you define it here in the component area.

Now you have 100 sheet metals in stock. Now you are building a a gate based on my
requisition. So you are using those you're based on the height, weight, and the this, the width of
the gate. Whatever is the 10 feet gate and 5 feet height. So you're going to use the sheet metal
to that extent, and you're building you're creating a new product and give selling it as a gate.

Now the remaining out of that, you have used only 5 sheets and the remaining 95 sheets are
left. And there is a customer, Noel, walks in and says, I want, 5 sheets, just the sheets as it is.
Please sell the sheets only to me. And you're most welcome to sell that. We are not stopping
you from not selling it.

As long as you have the stock of the product, you can sell it. Okay. Perfect. Okay? So what is
happening is the bill of material, there is a process.

What we call it as assembly, there are multiple, what do you call, names given. 1, some people
call it as assembly, some people call it as work order, we call it as job orders where you or some
say it's a production process. Gotcha. So multiple names have been given around it. So once
you have these kind of materials, just go back to the main screen for me, please.

It's okay to Yeah. We call it assembly parts. So then now when we're able to go ahead and and,
pull them as we need, and then they're still readily available, we if we Exactly. Go back to your
main screen, Harshid. It's okay.

Leave it. Don't bother about closing. Click on the main screen. Yeah. Go to production.
Yeah. And this is where the job order gets created for those bill of materials. Use select one of
them. Just double click on one of them. So you had defined the components and then created a
job order in the item master.

So here, once you select that particular, bill of material item, then the assorted related
components comes in. And once you start putting the actual input and the required input, it will
build you. It will then a new product called CPU parts is created based on the cost associated of
these components that you have entered here. Okay? And these cost standard cost can be
updated because average cost, standard cost gets updated and you are you are in a position to
come here and then say, hey.

Cost is different. You can modify the cost here and also add labor to this because the labor is
not part of it. Labor normally comes in the last thing that, yeah, if I you want me to paint this
gate, it will cost me this much. And are you supplying the paint? You'll say, no.

I'm not supplying the paint. You get it done. So the labor person will give you the cost along with
the paint that he is using it, and you just pay him lump sum saying that, okay. You I'm paying
you, $50 to paint this gate that includes the painting charges also. So you add that labor,
painting charges and then create the CPU parts.

That way, the CPU will have the cost plus that is the material cost plus the labor cost, and then it
will create a stock item for you that you can sell it. You can serialize it or auto serialize it or just
put it as a stock item. And then based on that, you have a selling price markup or whatever it is,
you can sell that right. Perfect. And then that specific item, the the the sheet metal, that we
could sell by by, unit measure.

Right? We could do by length, by by, by length. It would really be the what we would need to.
Very valid question. So for example, if you're buying, sheet metal, which is, by 10 by 10, for
example.

So your unit of measure or purchase will be 10 feet by 10 feet. You will have to define it. And
some, I will come and say, do you have a sheet metal that is of 5 feet? Now what you'll do is you
don't want to tell the customer no, so you'll say, yeah. I will give it you.

So you'll cut the sheet metal. So at that point of time, we can define the unit of measure in such
a way that you have to say what is 1 feet and what is 10 feet and then what is 5 feet. That
definition, once we update it, then based on the requirement the customer wants, you can cut or
give the metal 10 by 10 as it is or 5 feet separately you can cut it and then give it. Because
normally, when you build the item, there are certain something called scrap, which means
exactly 10 feet may not be used. You may use 8 feet.

The remaining 2 feet stays there. So you take that back as a scrap and keep it inside your
inventory. In production, we call it a scrap, but it comes back to your inventory as a regular item.
And there could be some small customers coming and say, hey. Give me 2 feed sheets around
if you have around 3 or 4 so that I'm doing something else.

I just want to do some, window panes so that, therefore, I need those sheets. So you say, okay.
Take that and sell it, and you sell it at whatever the fee per feet price you have defined it, and it
will calculate the pricing accordingly. Okay. And then, like, for example, if if it's a a 10 foot sheet
and we have 2 feet left over, the system will be smart enough to calculate that.

The cost of that is $10. Every foot is a dollar. There's 2 feet left. It's $2 cost, and we're gonna
sell it at a 30% Yeah. It will take the cost and, you just go to the details tab here, please, under
the just besides the components prepared by Oh, this is the, in process stage.

Go to, close this. Go to the menu. Click there only. Click on menu and say build. Click on build.

There at doctor. Yeah. To double click on the build to job order. Come down, down, down. Not in
process built.

Anything yeah. Just pick the build. Okay. HQ extended yeah. I have to go through the entire
process in order to show you where is the extend, scrap coming in.

At the time of processing, it'll create the stock of the, it'll prompt you. Yes. As you said rightly,
because when I'm defining the required output and the quantity to be built. So and also go back
to the components, please. Click on the components tab below.

Yeah. Now you have your standard input and actual input. If there is any variation here, that is
when you get the difference, which means, as you rightly said, yes, there's a 2 feet that's left
out. Yeah. Because your act your standard input is 10, and the actual input is just I need the 8
feet door.

So the remaining 2 feet, what happens, it remains as a scrap. So that comes back to your,
stock, and then the cost is calculated based on the average cost of the actual it will be average
cost because we are not tracking with serial numbers. So So it'll consider the average cost in
order to write back into the right inventory. You got my point? So which means that sorry.

Go ahead. I'm sorry. Okay. So you're gonna play it? Alright.

So I think we got the item side of it pretty good, and then I'm sure we'll go into further detail. Can
we go into the POS side of it and see the actual, day to day and operations and how the the the
sales team is gonna see this? Yeah. Okay. Let's go to the POS side of it and quickly run through
the point of sale and sales.

So normally, it's a point of sale that you all do or you all receive phone orders also? I'm sorry.
Can you repeat that? It's regularly it's a point of sale invoice that you create or it's a phone order
also? It's a combination.
So we'll do invoicing and we'll do, straight on the register sale. So so the way the the way the
location is set up, it's set up for custom order invoicing and then also retail side of it. The retail
side of it is not for, it's for b to b, not for, individuals. But, you know, a contractor could come in
and pick up 10,000 hours worth of inventory right then and there. This is how the point of sale
screen looks like.

The a walk in customer will come. Your customer will come here, and, you have your sales rep,
and, you can select the customer if I already have. Normally, we call it as walk in customer
because somebody who just walks in and say, I need, give me 2 sheets of 10, 10 feet each. So
you just So we need we, we need to create a customer for every individual, as we're not as
we're not allowed to sell to, a non contractor. Yeah.

No. You can call them as working customers. And, you can tell them We can't we it can't be a
general. We have to have they have to have a business license in order for us to sell to them.
So Yeah.

Yeah. You can create the customer. Then in that case, you will have to create a new customer.
Whenever they come in, you you have the ability to create a new customer. Yeah.

Okay. You will be able to, select the existing customer, create a new customer, and then you can
add the product. Just enter the product code here or you can scan the product. It'll pick up the
item. Don't click on that drop down.

Just type Apple. Yeah. That's it. Pick that 13. That's it.

And you put the selling price. Make it as of $650. Okay. In point of sale, what happens is go
ahead. Save it.

Save save this document. Okay. Sales rep. Just select admin. Yeah.

Anybody. It's okay. Now, you just brought up a good point. So can we go to the customer setup?
Okay.

Okay. I'll I'll complete this. So what happens in point of sale document is either the the
transaction is completed when the customer, who is there at the point of sale counter, pays the
document, he has to he because in the point of sale, I can't say, okay. You take and go. I will
send you the invoice.

You pay it later. That's not happening in point of sale. So you either it pays through cash or
through credit card. We have partnered with a couple of credit card companies in US, and they,
and it automatically does the credit card processing, which is PCI compliance. Okay.
Having said that, just click accept. We'll accept the cash and then receive it. Okay. I'm sorry. I I
my brain works in, like, 30 minutes 30 miles at at once.

So now off of this, sale, right, we'll be able to generate a report, a daily report on what the total
sales were, what was received in cash, what was in check, what was received in credit cards.
Yes. Yes. Yes. There is a report here.

It's a discloses close reports in point of sale itself. It gives you the information. No. Go to the a s,
excels report. Review.

Can see this one Yeah. Just say all. I know. Okay. That is the one.

K. Got it. Perfect. Let's see. Oh, that's excellent.

And then that that that same report will break down per location as well, I'm assuming. Yep.
Amazing. Okay. So now can we go to the customer setup, please?

Yeah. Yeah. Close this, please, and go to sales and go to customers below. Come. Down.

Down. Down. Yeah. Double click. Alright.

So here's where we wanna get a little customized, and we wanna increase our customer service
to our clients. And we kinda wanna have their port up, profile already set up. So if our if if some
of our clients receive, just an automatic discount, others have an account set up with us that
their net 30 days. There's there's a couple variations of that. So can you explain to us exactly
how that, creation of the client would be or the customer would be on setting up, discounts,
managing their discounts, managing their their account with, a credit line with us?

And, also, are we able to go ahead and upload their driver's license, their, their applications or
anything or their certificates of exemption with sales tax? Okay. Just general information that we
would need for the client. Understood. Okay.

In general. Okay? You have all the customer billing address, and if you have multiple contact
address and shipping address, you can add them. So I'm not going into the details of it because
it's just that we are capturing the address information. To answer your question, can I set up the
customer as net 30, net 15?

Yes. Based on the payment terms, you can define the, payment terms payment terms. Go to the
next one, not to the pricing groups. No, sir. Payment terms.

So here, it is, net 30. I can define it as net 30, net 15. I can change it, the way I wanted it. Click
on on account. It takes the default pricing as payment terms.
So net 30, net 15, you can define it. And when it comes to the pricing discounts, you said that
you want to, give discount. So here, there is something called pricing groups. Click on that
pricing groups. I can if I'm selling it to a wholesaler, I give a a 10% discount.

If I'm selling it to a retailer, I give them 8% discount. And if I'm selling it to a regular customer, I'm
defining no group, so I sell it at 100% pricing. So depend depending on that, you can set up
your pricing groups. Now once the pricing groups is set up, there is again a rule that we can
create saying that if the customer buys this product and this price and this many quantities, then
you can get more discounts or something like that. That, definition also can be given, based on
the customer grouping.

The pricing can be defined. The discounts can be defined, I'm sorry, or based on the transaction
level. Because if I'm buying beyond my transaction value is, $500, then, you give them the
discount of 10 per 5% on transaction amount. If I my minimum purchases is $500, then I get a
discount of 5% or something like that. So that's also possible to be set up.

And, individually, when it comes to customers, 2 things. 1 is, if you are selling it to normally
government customers or licensed contractors, you do not charge sales tax. They are exempted
from the sales tax. They we set up a rule and, there is, just go back, close this pricing group.
Yeah.

Then you have the, customer group that actually defines the, what type of, this one I want and
accordingly we define it. There is this rule that we can specifically mention that this customer
belong who belongs to a specific set of groups. For example, as I said, their government,
customers are con are licensed to contractors. They have been exempted from tax. Yes.

We can define that rule, and therefore, automatically, they will be exempted from tax. There is
no sales tax calculated for them. That's that can can it be defined? Yes. It can be defined.

And, you also mentioned that you want to store the licenses and other information of a
customer. Okay? Now in order to store, you are my assumption is you're getting a scanned
document or something like that. Correct? Of a customer, if you are getting a scanned
document or a PDF file format, about the customer licenses or the driving licenses or whichever
the information related to the customer, we will be able to store them as attachment.

Click on the menu, please. And there is something called, because it's in the it's in the eye. Just
select one of the existing customer. Close this one. Just select the name.

Yeah. Go to menu. Click on attachments. Below below, come yeah. So here, I can upload the
attachments related to the customer.

That could be your, contractual agreements, your licensing information, the customer's tax
certificate, all that can be attached here and stored as a repository in digital format so that
tomorrow, if your tax authorities comes and says you bought information from GreenStep, give
them give me GreenStep license in information. You can take this and, you have the attachment
here. From here, you double click on that and print it and give it to your tax authorities if they
require some if they come for any statutory clarifications. Yes. It can be stored.

Now what we have done in addition to this those. So on the customer side, we have a full
document management system, it looks like. Document management system is available. In
addition to this in addition to this, there's a whole heap of information. If you find that there is
some other information that I need to still associate, click on that extended data.

Most or not most, all my master profile has something called extended data. You as
alphanumeric or numeric, you can you can create as many fields you want, and you can upload
the information, and capture it and keep it. It's only FYI, which means we for example, if you
have created some, extended data field information that's in addition to what is there, you want
them to be, reflected in the report, we have to customize those reports because we don't know
but normally, not many customers use it, but some customers when they use it, they say, hey.
I've put this data here. Make sure that that is being used.

Or there are certain, processes that you follow, and that processes require some information.
And that information may be captured outside of the customer profile. In that scenario, when we
find that there are certain things, that needs to be updated in the customer master and not the
regular address, the PIN code, or the, email ID and the phone numbers. Some other additional
information, yes, I can capture those additional information in the extended data field.
Depending on the size of the data, we will decide where and what to capture.

Yes. It is possible. And then have have a question on the permission side for the client account,
for the customer account. So couple of things. Right?

So one is, and sorry. We're gonna jump back to the items here. When we sell the items, is there
a way to classify either a retail price versus a whole a wholesale price? See, what happens is
where for example, you have defined your selling price at $100. That's your fixed price.

Let's take that as a Hold on. Let's Let me explain let me explain exactly what our our our our
situation is, and then that way, you'll tell me what your software solution is. So the problem here
is it's even though we're business to business and we only sell to business to business, we don't
turn down the homeowner that comes in. That means a $10,000, order. Right?

So what we do is it's it's redeem him as a, cash. Because I can't as a cash as a cash benefit
that comes in. But Umberto would like to go ahead and he deems it that it's not fair for the
homeowner to pay the discounted price Mhmm. That, that that a contractor pays. So that way,
you know, it's not skipping out and it's not hurting his contractors and his relationship with his
contractors.
So if somebody comes in and says, okay. I want I I want I want an air conditioner. I, and it's, you
know, $10,000 for the contractors. We would like to turn around and sell that to them at $12,000
at a markup. Is there a way to have something like that where it's pricing 1 and pricing 2?

Okay. Now close the screen for me, please, and go to CRM. Go to CRM. Go to pricing rule
pricing rule. Come down.

Yeah. New. Say new. Okay. Now you select customer.

Okay. Click on that specific customer or a group of customer. Okay? It can be any group. Well,
as I said, it can be wholesale or retail or anybody.

Select that. And then pricing group. Select that. Okay? So it's like a retail.

Select that retail customer. So any customer master where we say where we showed in the
customer group is associated with retail. Now they get certain percentage, pricing. So if you
have specified the pricing, there is a discount pricing. Now if it's nondiscount pricing, it takes the
fixed price.

But if you say if I understand correctly for the same product, if you have multiple pricing, say, if
it's for b to b customers, you are selling it at $10,000. If it's a a b to c customer, which means I
walk in and I say, I need the these items, which is at that point of time, you're selling it to me at
$12,000. Correct. So that's what you may you may know. Yes.

Normally, what we suggest is you define pricing as $12,000. That's your base price. Now if a,
retail customer, that's your b to b customer comes and walks in, he is by default, entitled for that
discount. And if it's a non retail customer who walks in, he doesn't get any discount. He just gets
$12,000, whatever you have defined the pricing there, and it stays there.

Only discounts are given to either to your b to b customer, that's your retail customer, or some
special customers in addition to that, or the government customers. You might give them various
types of discounts that can be configured, but maintaining 2 different pricing or in the item
master, is it possible? No. It's not possible. Okay.

Okay? So you define the selling price itself as $12,000. By default, if I walk in and if I'm not,
belonging to any of these groups, I get charged $12,000. Now if I belong to retail or wholesale
or b to b or what I mean, I'm just giving that as an example. Right.

When I get into that particular group, I've already defined the pricing prior, the discount here. So
automatically, at the time of invoicing for all products, I normally get that discount and that
comes down to, $12,000 minus 2,000. So it will show me that it's 10,000 dollars. Perfect. And
then have okay.
So now I have another question. On our our customers that have accounts, so we we tend to
give certain customers a line of credit, with our company. The problem is is we're not tracking
the interest on that and or are we paying a late fee on that. So, ideally, is this set up to where it's
a net 30? And then once the account has been has reached its limits, the client is cut off and it's
just, COD.

And can can it automatically assess a late fee and an interest? Okay. Yes. Automatically, it
doesn't do it, but you have to do it manually. There is a process involved.

Close this, please. Go to finance. Say no. No. No.

No. Finance. Go to payment, terms. Below. Below.

Below. Double click on the payment terms. Select mid 30 or mid 15 double click. Okay. So this is
on account.

So now what I'm doing is charge. Okay. You can actually charge, due date. We as you said, I
give 30 days, credit line. And after that, I give 10 days additional.

So which means 30 plus 15 days specified from the days of invoice. I I give 45 days. The
customer does not pay. At that point of time, can I charge this? Yeah.

You specify this information here. Go back to your customer master, and there, you define the
credit limit. And based on the payment terms, there is a possible yes. I can charge the customer
additional interest, saying that you have not paid me and therefore, say I have not paid you
$1,000 and I'm going to charge you 5% on $1,000 for unpaid invoices, again, which are off
beyond net 30 and plus that 15 days due. I've given you that 15 days additional credit line.

Based on that, the system will calculate what is the, percentage. And based on the percentage
that you defined, it will calculate. And now my accounts receivable will show $1,000 plus let me
put it instead of 5%. I'll put it as 10% so that it's easier for calculation. So it becomes $100 price.

At least the 8 fees charges. So my total accounts receivable becomes from $1,000, it jumps to
$1100. And next time next time when I'm recalculating that, I can, say do not consider the late
fee charges, only on the outstanding amount. So it will go back and calculate on $1,000 again,
not the $1100. But if you say calculate including the late fee, the next time it will become, $1,210
because 1100 plus 10% will be another $110.

Add to that, it keeps multiplying adding to that. So that's possible. Close this, please. Go back to
the customer master. It has to be set up in multiple places.

1, you have to set it up in the, CRM customer master customers? Edit existing one. No. No. Not
mute.
Double click any of them. Perfect. And then, can you, on the customer? I'm sorry. Yeah.

May Yes. Below. You have this, left hand side bottom corner on credit hold. Come to the left
hand side on credit hold, past due, amount of credit limit, you can specify. And you also see
overdue calculation percentage rate, 10%, and what is the overdue charges and what are the
interest charges.

They exclude unpaid interest charges. So once you check this, it will exclude that late fee
charges or whatever you wanna call it as. Perfect. And then now invoices, reminders,
statements, all of this gets sent out to the client as we designate it. Right?

If we wanted to go out every Monday every Friday, the system could do that automatically, or is
that something that we have to do manually? Invoices and statement, we will have to write one
external, create one external utility because nothing is standard here because some customers
say I will email it. You by default, were given the provision to email it manually. As in when you
create the invoice, you can send it. And the system also will send an alert message to your
customer saying that there is a invoice created.

Here is the invoice details. That information, the system will send it by default once we set up
the alert messages. But what it does not do is, for example, you want to send monthly
statements. Say for 5th of every month, the statement has to go to your customer. That we need
to is it possible any of customer statements are there?

AR aging is there. We can pick up either the customer statement or the AR aging specific to that
customer. But we have to build that utility specifically, build the custom utility on this particular
day. This information has to be emailed to this customer based on certain parameters because
each and every customer, I mean, you say anybody who's unpaid between 30 days and
following that, you're given the due date 30 net 30 plus 10 day due you have given. So who falls
within that range?

You'll send an email so that I get a reminder to pay. If I don't pay, you know that it you are saying
you will be charged late fee. Right. So that reminder, we have to build a custom utility and
deploy it so that it does that automatically. But by default, there is nothing as such which will
send information automatically.

Okay. Perfect. Yeah. Because I'd like to build that out. So we're on the 30th of every month or
31st of every month or the 1st of every month.

The system just automatically sends out the statement to the client indicating whether they have
whether they're at the 30 day or not the 30 days. Just at the end of that month, if you had a
balance, this is what your balance is. So then that way the client is alerted. He knows what it is.
And then if we could also input, the payment link directly there, as we use one of your providers,
so then that way, they can make the, you know, payment via, via the link as well.
So then that way, they don't have to come in. They don't have to pay. And it just I the thing that I
wanna do with this system is I wanna make it very easy for the client to pay. I don't ever want a
client to say, oh, yeah. You know?

Oh, I I can't pay you. I have to stop by eye, and I'm running around. No. Here's the link. Pay it.

Call it a day. Absolutely. We have done that for quite a few customers. When, where we send
the email the link. We use, I mean, there is one external utility also that we have partnered with
one of the companies out there for the CRM purposes.

But they are a little expensive. Therefore, we have started building a custom utility depending on
what the customer requirements are. We can schedule these statements to be generated on
30th of every month, and that statement will include all the outstanding documents in the
statement along with the payment link. Or we will also put a QR code on that so that they can
scan they can just go there to the QR code, which will just get printed on the statement. So that
when they look at the statement that will have the link as well as the QR code wherever they go,
they are able to click on that link and make the payment.

And that in turn, once you make the payment once a customer makes a payment, it, we have,
we are in the testing phase for 1 customer where we have gone one more step ahead. It
validates all the information and associates that payment to the respective sales invoices and
creates the decision on the notes. Yes. That that absolutely, we would love that because the
thing I'd the other thing too is it's, I don't I don't want a payment to come in and then have my
team sit there and fish for an hour Yeah. See where did they stand and belong.

I'd like for the customer to see if he has 10 open invoices and wants to pay 5 of them to click
exactly what he wants to pay, pay it, and then automatically apply to our AR, so we know so us
and the customer are on the same page. Yeah. We are doing that as a custom, development for
couple of customers who wanted it that way. That's what we are doing it, and we it's in a testing
phase. And next month, they're going live with that, and we will showcase in that course.

So it could be And then I have a question on the communication side. When we send that out to
clients, some of the softwares that I've been looking at have the ability to either send it out in
Spanish, in English. Does do we have that capability with the software? It's in English, but you
can put the Spanish text anywhere it takes, except the Spanish text. Okay.

We have, as I said, my Latin parts, customer has, Chile and Argentina. I can't read what they
have entered there, but it's all in English. But it prints in their language, but I can't pronounce
that, so they use it that way. So I have somebody there sitting and explaining me what is that
they are printing, and they read out and they translate it and tell me, okay. This is what it does.

It accepts the text. See, we are not restricting on the text format as such. But is there a
conversion between Spanish to English, English to Spanish? No. That is not happening.
Okay. Alright. No. I just I was wondering because the communication that goes outside a
customer, some softwares will have is this, speak English speaking customer or Spanish
speaking customer. So it kind of, like, if if they owe us money, I'd like it so that way the thing is
it's I'm trying to to minimize the excuses that clients give you.

Oh, I received it, but I couldn't understand what it was. Now you knew exactly what you got. You
just Yeah. Yeah. I got it.

Because you give me the light. We will take that once, once See, normally, what we do is we
build those customizations. So what we do is once we go live, let's say everything is fine and we
go live. And later what we'll do is once we are building these, utility for sending the statements
on 30th, there in the customer master, we capture in the extended data, one of the field, I will
say, email to be sent in English or Spanish. You click on that.

You update that information in the extended data itself one time in the customer master. Then
you give us the text in English as well as the text in Spanish. Whenever we are sending that
email, we'll validate that. Okay. This customer is English.

We'll pick that text file. This customer is in Spanish. We pick that text file, and we send it. That
that that's possible. Perfect.

So then I have another question. So promos, we don't do that very much, but, for example, let's
say we're we're sitting on, I don't know, widgets, an excess of widgets. And we wanna go ahead
and we know our clients buy them and we know what our who buys buys these widgets. And,
also, we wanna move this inventory because it's been sitting here for 6 months. Is there a way
to do a a mailer based on what customers have used it to let them know that on this particular
product right now, there's a 10, there's a 15, there's a 20% discount so we can move that
product.

Because now this goes more into, I I think, your CRM function to where we're able to
communicate with the clients and send all these mass messages out to kind of draw in the
client. And then leading to that is also, I'd like to have communications with the clients and
letting them know new products are coming in, new items that are coming in. Anything that's
coming in, I wanna be in front of them and communicating with them on any of their needs. Is
there also a, a web chat to where they could log in and say, hey. Do are you guys current are
you guys currently stocking this?

Do you guys have this item? And somebody just constantly responding back to them and letting
them know what, what we have, don't have, or do we need to get it, shipping into them.
Understood. What okay. One is, is there a, you because normally, what we do when I'm
communicating with our customers saying that here in, what we do is we also upsell our
customers with, some other utilities and some other things that may you may feel that it is
enhancing your processes or reducing the burden on your side.
So we send out the mailers. But what we send out the mailers, we use a third party utility and
send out the mailers using, like, Mailchimp or something like that. Because directly, if I send out
any emails, first thing is you get blacklisted from the mailing companies and also from the IP
addresses available. We just Okay. So that's just like everything else.

I would just have to use my 3rd party Mailchimp Yeah. And stuff. Okay. Exactly. Exactly.

So that's something that we because email, spam mails, and so many other things are there
and, we, because, normally, when we start sending that, I we as a green step, we're blacklisted,
and then we had to prove them what we are doing. And then it took a whole lot of things in order
to get back, the mail IDs and things like that. So it's a a big, what do you call, statutory or a big
compliance process involved in that. So we don't directly recommend using your mailboxes in
order to send any of these mailers. Okay.

So now have sorry. Jumping on to another, item. Quote versus invoice. We have a lot of clients
that are calling in and they'll and they'll want a quote. I guess they're pricing their job out.

They're pricing everything else. So they'll call us in Monday morning at 10 AM and say, hey. I
wanna quote for 10, 10 air conditioners. We quote them at that moment and and give it to them.
They come in Wednesday and said, alright.

I wanna go ahead and purchase this. How fast does it go from quote to invoice? Is there a
separate creation or it's just process to invoice? Just close this. Open one of the existing sales
code, please.

Go to sales, sales quotes, quotations. First one. It runs up tonight and Okay. This is the sales
quotation that you have created. Assume that this is the quotation that you have created.

Okay? Now later, go to process and reserve it. Done. And then it's moved to invoice? Sales
order.

It moves to the sales order stage. Perfect. Now once the order because you may receive the
advance, If you're not receiving the invoice, directly convert it into an invoice. Here. Invoice.

Therefore, do it. Invoice it. Already because we have item in stock, it invoice. Done. Save.

Yeah. And then, also, on the quote, we could customize the verbiage on the quote. Right? We
wanna make sure that that quote is only good for 10 days, 12 days, or 15 days. 10 days.

You know? I mean, sometimes we have a a situation where a client will come a year later. Hey. I
got this quote a year ago. Yeah.

Well, it's no longer a valid quote anymore, Especially Click on the terms and conditions, please,
below. Come down. Bar, last line. Last line. Terms and conditions.
Yeah. So this is what gets printed in the, when you email the document. Okay? So contract
agreement period is for 3 years. Contract will be renewed after 3 years.

So this can be changed, and then they know what needs to be done. And this can be generic.
This can be customer specific that you you can define it, and we will show show you where to
define it. So one time definition is defined. It stays there.

And later, if you want to change it now also, I can add some more, things here. Cut and paste
from any other place and copy paste and save this and then reprint the document. It goes with
the updated transaction terms and conditions. Alright. Mhmm.

I I have a few questions once you guys are done, Lennon. Whenever you're done, you know, I
also have a few technical questions after. I'm not sure if you still have more questions. Mhmm.
Jason, we're doing clarifications that I wanna give is we also have partnered with Ablara for tax
integration purposes in case because the sales tax is now getting too complex.

State by state, they're adding tax. Before, it was in state tax and the out state was exempted.
Now sometimes, there are certain states saying that even if you're selling, to any other state,
you are still to be paid taxes. In such scenarios, you can reach out to Abrilara also, and that's it
as a, customer plug in on the product. So for the tax calculation purposes only.

Sales tax calculation purposes only. Okay? So apart from this, we also have credit card
integration with CardNox. They use authorized.net. We have partnered with CardNox,
OpenEdge, and, Pay Trace.

These are some of the, credit card companies that we have partnered with and to integrate with
shipping utilities. Sorry. Go ahead. Yes. As you mentioned in the credit card, it's actually I wrote
a few questions.

I was actually one of them because you guys came through us through already, their credit card
processor. We're currently they're currently using, like, a separate machine. The I'm assuming
can you you guys have, like, big chip? They just offer big chip? What we have done here is all
we have partnered with Cardnox.

They have a EMV terminal. Once you have see, EMV terminal works good when you have the
GreenStep client installed locally, which means the EMV terminal is also connected to the PC
and the GreenStep client is also there. Because if you have the GreenStep client in the cloud
and then trying to do an EMV, it doesn't work there. That is what we are working with CardNox
because if it's in the local client, it works perfectly fine. You can swipe the card and also capture
the signature there Along with the processing of the credit card on the EME terminal, once I
swipe the card, I can also ask the customer to sign that so that tomorrow there is no dispute.
So that the signature is captured. That also is being done with CardNox. We have that
integration done. Okay. Lennon, before I continue, because, I have a few questions.

Do you have any questions? I I I don't wanna interrupt, but I'm just gonna ask why I stopped.
We have a couple more we have a couple more. So okay. So the accounts payable side I'm
gonna I'm gonna I'm gonna mute myself then.

Let me know whenever you guys are ready. Okay. Do you, do you guys work with a third party
ACH system for the accounts payable side, or do you interact with somebody else? On
accounts payable, we are building that on the, receipt side. We have a ACH receipts, again
integrated.

We're using Cardnox. But for the accounts payable, there is some confusion on the Cardnox
team also. They also said we can do it, but, there are certain things. But, for a specific customer
who has, accounts, who has banking with Chase Bank, I'm trying to build that ACH process for
them for the accounts payable. But, there are some technical issues.

But, again, as you know, the banks will not respond to you overnight. They're taking last 2
months, I've been following up with these guys. They send one line email after some 2 or 3
weeks. But that's something that we are requesting card notes to provide the information so that
you can actually standardize and streamline on one of the processes as far as the ACH payable
is concerned. But, definitely, work is, we have kept the options open.

And working with CardNox, who is a credit card partner, ACH Receipts, EMV, as well as ACH
Payables also. But that's something that it's taking some time because they are also trying to
interact with banks and get all the information, the relevant information. And what about with
bills.com? Would you guys, be willing to have an open API so we can export all our bills out
directly to them? Yeah.

What we do is we give the APIs based on your request, and if they need APIs on a specific,
what, JSON or any other format that they require, we build those APIs and give it to them. So
we custom build that and make sure that those APIs are given to them. We work with all the
technical teams across the people across your technical teams so that, whatever is there,
however best we can integrate, we make sure that that integration is signed off. We put a
separate team. That is my technical team will be directly listening with you and your partners so
that we build that and we handshake it and sign off and say that it's working fine.

Yes. We do that. We have we do give the APIs. Perfect. Question.

For the users, permission levels. We could grant we grant the permission levels to everybody.
Right? My admin doesn't need to see my financials, and they don't need to see my sales. Yep.
I can remove all the menus. Now only your accounting team will only be able to see finance and
accounting. The rest of everybody rest of the menus will be missing for them. They will only
have 2 menus, and suddenly, they will see nothing else. Excellent.

And then also, Lenny Lenny, I'm sorry. Can I can I I'm sorry, Lenny? Can I add to the permission
level real quick so this way I don't have to jump the question? I'm assuming do you guys have,
like, when it comes to the permission and the user side, that I guess, because we have the
override pop up and all that stuff. Right?

Yeah. For example, in the customer master, if you see that on credit hold, it automatically
checks if you have defined the credit limit. So somebody say, for example, Libya is going to go
ahead and create a sales order, but now the customer's credit limit has already jumped. Now
she will not be able to save the sales order. It'll say credit limit exceeded.

Now as what she has to do, either she has to reach out to you or somebody else in the
organization who has the permission, they'll come and, put in their username and password in
order to override that. Okay. Okay, Landon. Sorry. Continue.

I just wanted to take that. And then on the when we sell an item, right, and we give the client
their a copy of their invoice and then a packing slip, a packing slip is automatically sent over to
the warehouse so the warehouse team knows exactly what to pick, what to put together, and
and get that order ready, I'm assuming. Right? Yeah. Okay.

And then I You can get the packing slip. You can also do, go to yeah. We can also do, go to
warehouse, please. We also have pick tickets. You can also do pick ticket.

Okay. So then, that picks, the picks, paper is coming with prices or no? It's coming with a No.
The the picket list doesn't come with prices. Just unit number and, unit name.

Right? Yeah. Only if, all the prices will be x'd out. Perfect. Yeah.

Okay. And then so now software wise, laptops, computers, iPads, everything can link to this.
Right? You this is the product that you're seeing is specifically designed only for Windows
laptops. Okay?

Okay. Now now the, actually, can you please switch over to the, can we Cloudfront. Cloudfront.
Net net net net net net net net net net net net net net net net net net net net net net net net net
net net net net net Okay. In the this is an extension module of the same product, which is now
you can create products, you can create, customers, you can create sales quote, you can
create process the sales quote to sales orders.

What you cannot do is processing sales orders to sales invoice or processing purchase order to
purchase invoice. These two things is not possible. The rest of everything can be done. I'm just I
I said I'm sorry. I got lost for a little bit.
Can you show from the beginning again what what I'm looking at right here? This is the Let me
take I'm sorry. I'm sorry. The same product. Sonny.

Okay? Sonny, I'm sorry. Let Leonard, before you continue, there is still simply there's no app for
it. That's just basically on my side, no techno, there's no app for it. Right?

For, like, for, like, iPhone or anything. I I understand that. That's not the question I'm asking. No.
No.

No. No. I'm I'm I'm asking him if there's no app, basically. Oh. Because I I that takes one of the
questions that I added.

There was an app for it. No. There is no app. Okay. Alright.

Alright. Alright. Continue. I'm sorry. Okay.

This is a CloudFront module. What we call it as CloudFront. Basically, what I just showcased
you go to sales quote, here, please. Remember a year below itself, sales quotations. They're
they're they're top top top.

Yeah. New sales quote or, say, open existing sales quotation sales code. Same thing what we
saw there. Yeah. Instead of the creating new, just open the existing one.

We'll showcase the existing one. Here, come to the left hand side. Sales quotation, say all.
Under filter, get all because you are logged in all transactions. And on the right side, you say
today instead of today, take it all.

Yeah. Now double click on 70018. Okay. This is a sales code. This is how, this this is the same
sales code that was created even in the back office that we just showed to you.

But the way it was presented here, can you just minimize the screen? The not when I say
screen, just minimize the browser. Make it to the iPad size because that's a full laptop size
browser that you have. Ashit, can you just, crunch the browser, making it to the laptop size?
Just, go to the browser, one above.

You're running it on, which one? Is this, Chrome or Edge? Yes. Yes, Sunny. This is Chrome.

Chrome. Just go to the outside browser and just shrink the browser. Just drag drag and make it
small. That yeah. That is what I'm doing.

Just Yeah. So now you see this is the laptop size. I'm sorry. The iPad size. It automatically, what
do you call adjust what we call it as a responsive screen according to the browser.
According to the device, it will adjust the requirement. It doesn't move the shipping address
down or something like that. It stays there, but it starts condensing depending on the size. Now
if you look at it, scroll down, this is the same information because you have a touch screen,
devices. So we have made sure that you're able to add the product.

You're able to update everything, either on the device or on any of the browser. You can sit
anywhere. From anywhere, you can browse in subject to this is available or exposed to the
world. For example, it will be called as, greenstep, cloudfriend.com. So that means it has to go
in HTTPS mode that Noel will understand.

Technically speaking, it will be on the having a secured, SSL certificate installed, and only then it
gets exposed because it is opening up your data it's connecting to your database. So we don't
want everybody to get in and start hacking your database, so we take utmost care in order to do
this. As I said, in in theory or in brief, it does the same process. Just switch over to the back
office and open the same port, 70018. Only the presentation layer is different here.

That's all. Okay. Okay. So so so, just to kinda, like, understand a little better because you said
this is more a little bit on my side. I'm assuming that will only be the HTTPS that will only be in
regards to if you're hosting it from outside.

If they if they have it internally, I'm assuming they could just go to the IP address internally Yeah.
Yeah. It's in the 192 series, IP address, the inter or 10 dot series, you can put it and then expose
it there only so that it would be available there. Okay. And then the other thing so I'm assuming
they could just file, like they'll purchase, like, any type of iPad or or any type of, like, tablet.

As long as they have Chrome on it, they could just go to the IP address, log in from there, and
they're saying, like, you know, the warehouse. But okay. Alright. That's what Harshid is doing.
That's why I asked him specifically which browser you're using.

He said I'm using the Chrome browser. It works good on Chrome and Firefox browser. It doesn't,
Microsoft Edge has its, sometimes they come with releases and patches, and sometimes
printing will stop printing. And sometimes it'll say, I'm not able to load, but the same thing works
fine on the Chrome browser. Normally, we recommend customers to Chrome.

Yes. I I I will I will have some, questions in regards to installation later on after but continue.
None of sorry. My last question on this is, Chanel, there's items that we don't carry on inventory.
They're just too expensive for us to inventory.

So if they come in, they purchase it from us, we're not gonna have enough inventory. We, we
take the order, we take it, and then we order it from our vendor. Dropship. Perfect. Okay.

Possible. Okay. Excellent. Thank you. Dropship is the core feature.

You create a sales order. Immediately, the system will prompt you to create a purchase order.
Yes. Once the purchase order is created, it goes to your sales supplier, and the supplier sends
you the invoice and the item. Once you process the purchase order to purchase invoice,
immediately, it'll say this is a drop ship item.

I'm going to commit these quantities on the sale sales order. You say yes. The sales order
quantity is committed, and then it'll also ask you one more question. Should I process the sales
order to a sales invoice now that you have committed the items? Yes.

If you say, it will create the sales invoice done and done. Okay. Thank you. So as soon as as
soon as we purchase the item, the system itself will receive the item and then notify us, hey. You
have an open invoice for this or an open purchase order.

Do you wanna, do you wanna allocate this to that specific one? Precisely. You got it right.
Sonny, I I if you could demonstrate to them, I the scheduling, in regards to, like, the delivery,
when they make orders, turn it right into a schedule. I I think that's something that would be
very, very beneficial to them where they could just, like, have a schedule as soon as they create
an order.

That could I see. I've said it. Sorry. No. Repeat that question.

The Yeah. The the voice is here. So hold on. There's a communication there. I was I was
mentioning that the remember we went over the scheduling, where they, like when orders come
in and, like, they need to create it and then, like, ship it, like, through a client site.

And I was you know, you you I was mentioning that that, you know, to, Humberto and them that
that's something that will probably be very beneficial to them, when they could just immediately
send the, order into a schedule. Yeah. Just give me an example, Nolan. I just need Okay. So
basic so, basically, like, I they they they have a lot of orders that people will call on the phone
and says, oh, we need we need this order, like, delivered specific at a specific time or whatever.

And, basically, like, as soon as they create the order, they they have, like, a drawing board
where they do their schedule. And then what I what I thought of when I, you know, when you
mentioned the schedule last time where, like, when they could create orders, like, that those
orders could get scheduled to get delivered. On the on the schedule of the software cloud, will
you show me something like that? I mean for delivery purposes, it has to be scheduled and they
are Sunny, I would like to answer this. Nava, we have a feature, that is a Kanban view for your
sales orders.

So Okay. Good. Shows that in the go back to that cloud. Right? Yeah.

No. Allow me. I'm I'm just showing you. Just let me set it up. So what happened, miss Noel?
22 steps here. In the sales order, there is a delivery date that needs to be updated. Once you
have updated the delivery date, you know that, what needs to be delivered today, tomorrow.
And, now in the back office also, there is a way to look at it. But, again, that's a a traditional way
of looking at the columns.

But here on the, cloud front, what we have done is you notice we picked up a sales order,
Kanban view. The Kanban view gives me the option of saying, delivery date is on 8223, which
means it is pointing that the the the the delivery dates are being scheduled, and then you can
say, okay. These are the orders that I need to focus on and, clear for delivery. So this is the way
you can look at it. But should my question would be is, do you want some email alerts around
these, delivery schedules?

Yes. I can. No. I will I'm not sure if this is sort of right now in in, like, something that's, like, very
important to them. The reason I was just mentioning that to them is because I know that they
create, you know, like, orders that need to get delivered.

I know that they that they have, like, a a drawing board, and I think that this is my speech and
that they'll be able to have or, like, you know, they could have everything right on the software
itself when they know that you know, once they create a sales order, the data they need to get
delivered on that stuff, so they close to check right off the computer. And you know what time is
available on the phone. Been used by one of the customer. She they sell, outdoor living. So
what they do, they put a big big and the warehouse is pretty massive, because of the items that
they sell.

So normally, what they have done is they put 2 or 3 huge TVs and they put the, it's a test screen
TVs that they put it there and displayed it saying that, these are your deliveries for today
because they don't want to ship anything that is, the delivery schedule because these are all
heavy items, and they don't want to send their trucks, that is scheduled for delivery tomorrow.
And, they take the trucks there and they say, who asked you to come today? I asked them to
come tomorrow. So go and bring it tomorrow. So they are very particular about it, and they're
using this kanban view to ensure that the warehouse is looking at that and the sales rep is
looking at it and ensuring that the delivery is happening only for what is there.

Okay. And, Noel Noel, for this, you can see from here. You can view by, like, dates, ship ship to
states, or for a particular sales rep, or dispatch, estimated time as well. So you can group it by
any of these, and this will show you your design. Like, the drawing board that you're talking
about, it is exactly the same thing based on a criteria.

So that is that option you have here. And this you can use in one of the monitors in your offices.
This can be open all the time and the the the team can use this and to assign the order and then
dispatch it from there. Okay. Olivia, schedule Oh, and then question, the the warranty on the
items.
So we service we service the warranty through the vendor. How do we track that on the parts
and, the servicing? Yeah. What happens is, you sell the product if it's as I said, if it's a serialized
item, it is, we we we have the unique, serial number identifier so that we can, track the serial
number from whom we bought because the same item can be bought from 3 different vendors,
assuming that. So if that's what the question would be is we need to understand what type of
this one, and you can define the warranty on the product.

Once you have set up the warranty, by default, you have, say, 1 year of warranty and the
support is available for the I mean, you have the service for the item. You can define the,
warranty period for the item. And in case if there is any RMA from the customer, you can track
back. If it's a serialized item only, you can track back from whom you bought it. If it's a regular
stock item, tracking because what happens in stock, I am not identifying.

I had 5 in stock. I, I purchased it from, say, from one of the dealers. And the same item I bought
it from some other dealer, another 10 more items. Now all the 10, all the 15 is mixed up. Now I
don't know from which dealer I bought it, but I sold this product to my customer.

I will have to track this warranty because my sales invoice says that I am giving you 1 year of,
support and warranty. When the customer rep pushes back, there is an RME. You have the
sales invoice, and you know that this item was sold on this particular day. From there, the
warranty kicks in from the day of sales invoice created. So you can validate that and create a
credit order credit memo and, see how you can support the customer.

When it comes to vendor RMA, then you have to go back to the vendor and say, I bought this
item from you. You please take it back because there is a defect at the item level itself, and then
you can create the app. You have your sales invoice number when you have sold. Then if there
is a problem or there is an RMA from the customer, you receive the item through credit order,
receive the item through the credit note. And then if it is a vendor RMA, which means you need
to talk to your supplier for the RMA, you can talk to your supplier because you have a purchase
invoice from where you bought it, and then ship it back to them by creating a debit order and
debit note.

Supplier sends it back, either a new item, refunds. Accordingly, you want to talk to your
customer and update. Yes. It is. In general, yes.

It is possible to track the warranty and provide support. In case if you're providing support, once
you have sold the product, you have created a sales invoice. Go to one of the sales invoice. I
should just go to the sales and click on sales invoices. Now if I've sold the product, just take the
one which we just created today.

So just double click on that. Go to tasks. Below. Below. Below.

Below. So here, use right mouse click on the below second half of the screen. Yeah. Just right
click anyway. Say new task.
Now you can create a task and assign this to your service team or assign it to the user who's
part of the, you create the service team also as a part of the user and assign it to them for
saying support. Well, you can put the start date, end date, and leave it for them so that they get
a reminder. And, with the pro when they log in to green strip, they will get a reminder saying that
you are supposed to follow-up for this particular product on the on this invoice so that they can
go give the support. Perfect. And so I I saw on your website too, you also have a tick.

Sorry. Switching switching subjects now. A ticket a ticket system to where if a client calls with a
problem, with any situation, it's able to get addressed. Absolutely. This is yeah.

Okay. Go back to the cloud friend, Harshit, and that that module, apart from being the, extended
client module, you go back to the home page. You also have ticketing system. Go to
collaborations. Now this is where you can, task request.

Okay. This is This has to be you have to define the stages and the status. And now you know
and, this has its own who's done what. And go back to the task request, please. Hey, Sunny.

Can you hold on for a second? I wanna add Lennon. Lennon, is this something that you want
the customer to to put in the tab or, like, the the ticket? Or is it something like when they call in
the client puts in the ticket? Janine, that's a technical question.

It's the reason why I'm asking. Well, I I I'm looking at the ticket, at the ticket side as a as a
customer service function of it and our back end CRM, delegating of tasks that need to be done
for that client. So if a client calls in and has a problem with a service or anything, it get, tickets
created, then it gets routed to the right person where the person would be able to handle it,
address it, and then, it would move on from that from that stage. That way, the client gets
notified on what steps, where it is, and what is that. More or less, that's your ticket side of it.

Right? Or am I off on that? Yeah. It's possible. You can create the task.

You can, your users can create the task or expose this to the world, meaning the customers can
log in with their username and password and also create. But that thing, specifically to, Lennon,
where is it something that he wants the client to to to write in the task versus just, like, when
they come in, it's like, I mean, when they call in, it says I have an issue. The the, the people
behind the counter, whoever receives a call, just write the ticket. You don't want it to be the
customer writing the ticket. Right, Alena?

Oh, we we wanna write the ticket for now. Down the road, maybe we'll get we'll get to the point
where where the client could, put in or something. But for now, I'd rather I'd rather the call come
in, rewrite the ticket, and then we address the ticket. You understand the reason for the
question? Because I don't mean that I will have to open up, you know, like, the software to the to
the, you know, to the Internet.
And the reason I was asking is which which you know, I'm trying to keep everything inside the,
what's going inside the company as secure as possible, obviously. And, you know, anything that
has to get had get exposed, then, you know, obviously, the opening holes for, you know, hacking
or whatever. Okay. So if it's just people riding, that's it. I mean, if it's just the, the, the employees
trying to take it, that's perfect.

Yeah. And once you create the ticket, you can assign it to escalate it to, and you can also
update the ticket status, what is the status, and people will know. And even if, if it was assigned
to Sunny to complete the job and if Sunny is on leave, Noel can pick up this ticket and say, hey,
customer. This is what we have done. Just give me a day's time.

And you need you'll see the progress on the ticket. Otherwise, the mailbox is, filled up and I'm
not in office, then, you don't have the response to your customer saying that what are we doing
and, where are we? So this ticket ticket allows you to do that. Okay. And then I have another
question.

Once the The last Once the Once the when they write a ticket, every process, does the
customer get a email for every process that the ticket is under? We can make it visible to
customer and then they get an email so the customer knows. But, since, as Noel was
mentioning, if you're doing it internally and the users are getting create tickets are getting
created by the user, I think you should restrict your email to the user because suddenly
customer will see, hey. What is this? I'm getting some email from your company.

I don't know what is this email. I mean, you may not be aware of email. They have a schedule
for the problem statement. But the problem The problem recorded by the technician is different.
Meaning, I say, oh, something is not working.

The technician will define why it is not working and how it is not working. All the definitions are
there. Now suddenly, I get a mail saying with all the summary in that, and they'll come come
back and say, what are you trying to tell me? I just called to say this is not working, fix it. But
you're sending me something else.

So it is up to you. You can decide. It's a business, it's a management decision. If the mail has to
be sent to the customer, yes. It is possible.

If the mail did not be sent to the customer, then that option can be unchecked. Perfect. But the
the the reason why I was asking is because of the whole volume. So per se, like, a lot of people
let's say, like, if they do write a ticket. Right?

So and then they get an email that's already getting attended. You know, the customer doesn't
have to call them a thousand times to ask about the same thing. It's like, alright. Cool. They
they're working on it.

Yep. That's possible. You can enable that option. Okay. Alright.
Okay. I have another question now. We're we're launching and we're going big into social media
and Google and all that good stuff. Reviews. No.

No. We don't do anything. We just give you the we can put the links on to these CloudFront,
module so that the customers can click on to the link, go back to your social media pages, and
update it there, give their reviews and comments there, but we are not directly getting involved
with, Google Analytics to any social media marketing or digital marketing. Okay. So but, if I have
a third party out because I'm gonna be using a 3rd party to track, get, and get the reviews and
where I want the reviews to kinda go.

You guys can open up the API, and we can integrate once the once the invoice is paid and the
service is done, it'll trigger it'll trigger a command to get that get that, email and review sent out
to the client, And then that system will send it via text or anything. Now when they here, I have a
question because it's, you're getting the reviews via email. You know, now we're using the No. I
don't I don't want the reviews by email because then I'm gonna have to sit there and upload
them. So what I'm Exactly.

What I do is I I integrate with a third party vendor, which, manages my reviews, and they create
the links to where it's it goes either to Google, Yelp, all the different, all the different, areas. And
once the client goes in and says, hey. The these guys were phenomenal. It was amazing. It was
it was brilliant.

Great service. It gets posted. If the client comes back and says, oh, this was the worst
experience I ever had. Nothing. The client receives an email.

Hey. Thank you for your review. We we received it. We're gonna review it. That that review
never sees the light of Google or any of this because I that's not what I'm paying them for.

Correct. That's just yeah. Because we'll provide you the details as far as the invoice details are
concerned. If that needs to be that review has to go to the specific website. And because,
normally, the reviews are done by the emails or they'll send you an email saying, hey.

I got the best service. Thank you for your all your support. So that's something those things
have to be highlighted and talked about on the digital platform in that scenario because we are
not collecting any of these reviews and storing it anywhere in GreenStep. So that's something
that, we I mean, if there is something that we you want us to do specifically from the tech
GreenStep point of view, I'm not too sure how we would be able to help you. But if you if you
want the details like what the customer purchased, when did he purchase that information, we
can send it to your 3rd party team so they know that the customers send the review against
these purchases, and they can put their information there.

Perfect. That yeah. That's exactly what it would be. It would be like, hey. How was your
experience?
We noticed that you purchased an AC AC unit from us or a ductwork from us. How was your
experience with us? I was phenomenal. I was like, boom. Done.

And I've and and it and then we just need it we just need the sale completion invoice once it's
paid and and and the and the sale is closed to move on and then just export it to our our next
party, and then they'll take over from there. Sure. That that's possible. Perfect. Alright.

I I I don't have any other questions. I think I'm good. I I'll wait for the accounting side of it. If you
guys could send me, like, a demo, some reports, stuff like that, I would really appreciate that so I
could take a look at it. But, I mean, if it's, if if it it's counting.

If it's debit credits, I it'll work for us. So, I'm not Absolutely. We will we will we will send you all
the, detailed information as far as the accounting is concerned. If not, we will make one, small
short video and share it with you so that, you are aware of how the accounting process works in
GreenStep. Perfect.

And then the training side of it, the Right. Will this be over all over, Zoom, or will will one of your
team members come to the location and help us with the setup? No. Normally, we do it through
remote training, and, it's always a remote training and remote support. And, what we do is we
help you to import the data.

We not how we do the training is we take your dataset first. Okay? That includes your chart of
accounts, your customers, your suppliers, your items, and your pricings. So we import that
information into GreenStep. We'll create a mock company and import the data there.

And, once we import the data, then we schedule a training with your data in mock company,
where we will train you on the products, on all those features that's available in GreenStep. Now
each training will be 60 minutes extending max to another 10 minutes or 15 minutes max.
Because 75 minutes beyond that, you should I am you have the regular work plus, anything,
you're I I mean, it would not make the user feel comfortable. So we allow the user to make sure
that they understand, and they can come back in the next session with any of the questions. All
the training will be recorded, and the videos will be shared with you so that you can use it for
your internal, purposes so you can review it with your users.

Because when we are doing training, it's an interactive training. We you come up with the
questions. We are using your product, your information itself in the mock company. So once the
training is completed, all the way from product creation to creating, generating the trial balance.
So when I'm doing the sales process, you can have the sales team.

When I'm doing the purchase process, you can have the purchase team. And when I'm doing
the accounting training, you can have only the accounting team. So once the training is
completed, we are now set to go live. Now we will discuss the process of go live. At that point of
time, the cutoff date.
For example, you say go live is 1st July. So so your cutoff date will be 30 30th June late
evening. So at that point of time, on that particular day, you have to give us your data again. We
don't use any of your mock company data. We just leave it because that's a 2 months old data.

We will recreate the data, recreate the company, reset everything, and whatever data was
missing during the mock company, all that will be corrected and imported into the live company.
And once the live company is created, we make sure that the quantity is updated. The opening
trial balance or the balance sheet does match with your closing trial balance and balance sheet
between the two. Accounts receivable, accounts payable, customer master, item master,
supplier master, all these have to be intact, and everybody should tally. Once it tallies, we sign
off, and that's the go live process.

Okay. And then, sorry. Just to jump back on onto the product side of it, when the client does any
signature signage, are we gonna get a a PIN pad, a signature pad, iPad? What's how are they
they confirm that? Or is that on our POS system?

See, once we have these, on your POS system, as I said, with the CardNox, we have a tie up
with CardNox. That's the credit card company, and they have a EMV terminal. You can use
CardNox only for signature purposes or even for, credit card processing or debit card
processing. You can sign post that. You don't want to process any credit card, but you want the
signature from the customer, you can still use the EMV terminal from card locks, and that will
still capture the signature.

And if you're talking about iPad or, something like that, then you are seeing the cloud friend. You
go back to your sales model. Just go back to the sales order, please, Harshid, and then, just
open one of the existing sales order. Go back to, CRM and sales. Open one of the sales orders.

All sales orders. Is it in a login, Vanessa? No. Jenny. What?

Jenny. Okay. Edit. Jenny. If it's on iPad, this is the way to do it.

On the right hand top corner, you have sign. I was telling you, it's Then now we got the written.
Fine. On the right hand top corner. Scribble scribble with your mouse.

Okay. Perfect. If you're putting it on the iPad, this is how you capture it. We have built in and
save it. It gets printed.

Excellent. If not, iPad, if it's on a point of sale, we recommend use CardNox device, EMV
device, which will be, connected to the system and kept there, and the customer can sign on the
device. And that gets printed into your sales document. And then I I have I think we're good
question. No.

I Yeah. Go ahead. No. No. Simple.

Yep. Does this I I does it work with that matrix printer? Let me well, let me let me add. Oh, yeah.
Let's get away from that.

This is Moscow. Yeah. We're not gonna be using that one. We're going to laser laser code. Oh,
it's funny.

But, yeah, we could eliminate that. They they will no longer need that matrix printer. I just
wanted to make sure that that was something that I have. Know. Okay.

So you have the memory. Okay. Yeah. If it's a dot matrix printer, we have to customize the report
and give it to you to print for the dot matrix printer because that's again, it comes on a preprinted
stationery or a plain stationery based on that. Alright.

That's fine. Well, that's it. I mean, we'll consider Okay. The thing is I have the other question that
I have is they they have 2 locations, and the way that I have them VPN that works right now, the
software is located at one location and then They, end to end VPN, basically, between both
firewalls. And as they can just communicate with the server on your side, it's not something like
will be the same thing with the software.

Yeah. In support, there will be little latency between the non VPN customers and the VPN
customers because you understand VPN goes through the tunneling process and it takes a long
time. Yeah. But like, Lennon was asking in regards to both locations. Both locations, basically,
they have their pack, different sales pack.

I'm assuming that they'll doable where they set it up. Right? Like, customers, like, are buying
from that side, different sales pack from the other customer even though it's in one location.
Yeah. Yeah.

Yeah. It's at the location that it's purchased. Sorry? Repeat that. At the location that is
purchased.

So if the client comes in and purchase it in Belleville, they're gonna play Belleville sales tax. If
they purchase it in the Perth Amboy location, they're gonna pay Perth Amboy sales tax. Yes.
The sales tax will be set up. We'll have to manually set up the sales tax.

As I said, if not if not integrated with Tablara, you can set up the sales tax manually based on
that, location. Based on the shipping address, it will calculate the sales tax. If the shipping
address is blank, it will consider the billing address to consider to calculate the sales tax. Where
if it's a walk in customer and its tax is applicable, definitely, it's based on the shipping address
that it is going to calculate the sales tax for you. Perfect.

Alright. And, Landon, this is, this is a question because, you know, we were going back and
forth between hosted and, and, you know, a cloud base and in house. For what it makes it
sound like it that this will also like, it will preferably work better, locally installed and hosted, I'm
assuming, considering the whole pin path situation. I'm not sure, Lenny, if you wanna, like, input
your thoughts or to send into that. Well, this will go and, you guys are gonna host this.

Correct? This is gonna be hosted by your on your end? K. What's the question to us? The, the
software.

Where is it gonna be who's gonna host the software? We we have a a facility at Phoenix. We
can host it there. Again, as I said, the challenge would be is the EMV, point of sale EMV
terminals. That is for the credit card swipe and the signature would not be working.

It's processing. There is nothing around that? The around that or as I showed you, you can sign
in the sales order using iPad. We can expose this and give it to you and so that you can do the
signature. Okay.

Well Either on the sales invoice you you can capture the signature on the sales order, sales
quote, sales invoice, anywhere. Yeah. And then I get the only last two questions I have, you
mentioned something about implementing it to, like, a web sale. I mean, they're not gonna do
that now, but I'm assuming that the same thing will be, like, exposing it out, connect to the, web
whatever web page we're building in order for us to communicate with each other. Right?

Yeah. This will be the ticketing system if you're referring to. Yes. It will be. No.

I was talking about the the the what's it called? Like, if they if they were doing, like, web sales,
something like that. Like, they're they were selling online. Yeah. We also have the, web,
ecommerce part of it.

Just, can you just open up any of the open a blank browser, Arshid, and go to jdwdisc.com?
Okay. So you guys provide the ecommerce side of it? Yeah. Oh, that's perfect.

Okay. We also have the commerce that is integrated into the system. The web whenever the
customer creates the order, the sales order gets created here. Oh, nice. Do you guys provide
the store update the shipment tracking information, it gets, notified to your customer also.

Do you guys provide the store or no? Or we have to create the store? This is the store. This is
the default store that comes by GreenStep, and these are the items that the customer is selling.
1 of our customers uses.

Oh, okay. And they sell it, and the pricing is also shown there. Just click on go down. The as I
said in the, products master, you define the, pricing, images, all that. So based on that, it will
give you the pricing here.

I can give, I'll we'll send you a reference couple of web stores. You can take a look at it. There
are several. Okay. Alright.
Okay. Alright. Okay. We got any question we can we can get another meeting or Yeah. Or yeah.

So the next step, you guys are gonna send us over the accounting side of it so we could take a
look at it. And, can you guys send over your proposal of of cost, what what the software's gonna
cost? Does that include hosting, the training, etcetera? Yes. I'll put that into this one, and I will
send it across.

And, what I request is, in the meantime, just give us a couple of items that has these, sheet
metals and all the various processes that you do so that we can set that up and go through once
more. If there are any questions, clarifications, we can take a look at that. Perfect. Alright. Real
quick.

I don't know if you wanna type your, type your email on there for them so they could
communicate directly with you in regards to the accounting things and whatever else they need
in regards to that. Yeah. If you could put in my email put chat that's on the on the right corner
there. So There, I put my mail ID so you can update your mail ID in the chat session. And then,
as as Lennon mentioned, I got some pricing for whether if we're going to host it yourself.

And then, you know, obviously and then, and then if we if if this holds that in house, just just so
we have an idea of what it costs. I'll give you a break up of all that, Nava. What we will do is we'll
give you the product pricing separately and the hosting charges separately. Okay. Sounds good.

And if if there is a ecommerce involved because it needs multiple IP addresses, And if there's a
cloud threat involved, that also requires a static IP address. So we'll break that up and give it to
you. That's true. Alright. Right.

Sounds good. So I have Lennon's email ID. So what we will do is we'll communicate, and we'll
copy you also now. You can see see they are just to have Yeah. We will we will ensure that we'll
copy you on that.

On all the You can have my email just in case or no? Yeah. Yeah. So those 3 the the those are 3
emails when you write write to all of us so we have an idea of what's going on so we're all on the
same page. Perfect.

Alright. I'm I'm okay, guys. I'm not sure why you guys are We're good too. Yes. Alright.

So I got this What we'll do is when we are sending the email, videos or the about the
accounting, we will also share the today's recording session. So it comes in handy. You can take
a look at it if you have left out anything. Okay. That sounds great.

Alright. Sounds smart. And you'll you'll also send us a copy of this, chat. Right? Yeah.

Perfect. Alright. Thank you so much. Bye bye. Go on.

Thank you all. Thanks for your time. Take a look. Thank you. Thank you.

Take care. Stay safe. Have a nice day and weekend, and we will I we will give you a heads up
by early next week so that you know what's coming in. So you can the tentative is try and by mid
of next week, you should have all the information relevant. Okay.

That's perfect. Appreciate it. My pleasure. Thank you very much. Thank you very much for your
time.

So take care. Stay safe again, and have a nice day and weekend. Bye bye. Okay. Same to you.

Thanks. Bye now. Thank you. Thanks, Ashish. Thanks, Noel.

Thanks, Leonard. Bye. Bye bye.