ADVANCED TRADE AND PRICING

1. ADVANCED TRADE AND PRICING 2024 | Pitch Deck

2. STRENGTHEN CUSTOMER RELATIONSHIPS AND BOOST REVENUE The Advanced Trade and Pricing extension from Red MapleTM enables companies to manage complex trade and billing relationships. It integrates seamlessly with Microsoft Dynamics 365 for Finance & Operations and AX2012. It empowers you to track customers, from orders to service contracts to warranties; handle advanced and flexible pricing through the entire application, meet advanced billing needs, set up billing schedules, complex revenue recognition, manage warranties and more. redmaple.com/microsoft-dynamics-365-advanced-trade

3. WATCH VIDEO redmaple.com/microsoft-dynamics-365 advanced-commissions

4. WHO NEEDS IT Distributors Software Manufacturers Finance Companies Global Companies redmaple.com/microsoft-dynamics-365-advanced-trade

5. WHY YOU NEED IT Businesses need this software to help simplify all of their complex billing and expand their trade with ease. Manage customer performance whether they order once or regularly. • Track and manage all services contracts and warranties. • Enjoy features like advanced pricing, to manage contracts and recognize revenue. • redmaple.com/microsoft-dynamics-365-advanced-trade

6. ACCOMPLISH MORE AND INCREASE REVENUE Red Maple’s Advanced Trade extension enables companies to manage complex trade and billing relationships by expanding and improving the existing functionality within Microsoft Dynamics. It works hard so you can accomplish more, exceed expectations and increase revenue. Advanced Pricing Recurring Billing Revenue Recognition Enjoy enhanced features and capabilities necessary to handle complex computations and adjustments. For companies with more complex billing requirements, our extension goes beyond basic sales orders and projects to encompass subscription services. Accrue and amortize revenue or expenses based on the sale or purchase of goods. For items that require revenue recognition after the sale, track and provide amortization journals to speed up the process. Calculate pricing based on a range of range of methods: • List price • Cost plus • Buy One Get One (BOGOs) • Special Pricing Incentive Fund (SPIFs) • MAP • Global Software Application (GSA) and contexts. • Create contracts and provide individual pricing • Mix and match delivery methods • Enjoy volume billing based on schedules and/or usage-based agreements or on established contract pricing Likewise, FASB ASC 606 standards are covered out of the box. redmaple.com/microsoft-dynamics-365-advanced-trade

7. DIFFERENTIATORS Advanced Trade allows businesses using Dynamics 365 and AX to manage complex trade and billing relationships. • Track contracts with all customers, from orders to service contracts to warranties. • Handle advanced and flexible pricing throughout the entire application. • Meet advanced billing needs. • Set up billing schedules and complex revenue recognition. • Generate revenue accruals directly from trade agreements to ensure revenue recognition occurs when you want it. • Create amortization schedules and assign them to an individual trade agreement, creating a flexible financial schedule, or on a customer-by-customer basis. • Record revenues using the milestone or deliverables methods. • Create amortization journals at regular intervals in order to recognize revenue that’s already arrived. redmaple.com/microsoft-dynamics-365-advanced-trade

8. FAVORITE FEATURES

9. MANAGE YOUR CONTRACTS Administer trade agreements through contracts. Manage individual accounts quickly and easily through a robust contract management interface Create contracts for a one-time sale or long-term sales agreements Outline agreements that specify the products, prices, volume discounts, commitments and other terms and conditions that govern future orders Reduce administrative costs when orders placed against the pricing contract are automatically governed by the negotiated terms and do not require any manual lookup or processing • • • • redmaple.com

10. IDENTIFY CUSTOMER HABITS Companies can negotiate customer purchase commitments for either the entire contract or for specific items in the contract. You can also track accumulated order totals and compare them quickly and easily against contractual commitments. This added functionality enables sales teams and trade managers to: Proactively negotiate better deals based on customer buying patterns Notify customers of outstanding commitments well in advance • • redmaple.com

11. GET THE GOODS OUT IN TIME Automatically fulfill sales orders to ensure goods are delivered on time, and allow customers to place orders for goods filled regularly over time. Likewise, you can also generate orders based on: • A billing schedule • Charging the customer a regular amount over time • Usage of goods redmaple.com

12. RECOGNIZE REVENUE ON DEMAND Revenue accruals are generated directly from trade agreements to ensure revenue recognition occurs when you want it. Companies can create amortization schedules and assign them to: An individual trade agreement Creating a flexible financial schedule On a customer-by-customer basis. • • • Businesses can also record revenues using the milestone or deliverables methods. This added flexibility assists with GAAP and Sarbanes-Oxley compliance no matter if you are recognizing revenue on an accrued or a deferred basis. redmaple.com

13. MANAGE SERVICE CONTRACTS AND WARRANTIES Our comprehensive system allows you to track and manage service contracts and warranties, track customer and vendor purchases and obligations, process customer and vendor claims, validate claims, set thresholds for approvals, and automate financial aspects in an easy-to-use workflow. redmaple.com

14. FREQUENTLY ASKED QUESTIONS We like our current credit card processor. Are we able to use Advanced Trade and Pricing for subscription billing without changing processors? Yes, at Red Maple we understand that many companies do not want to change their processor. You can use Advanced Trade and Pricing for subscription billing with your current processor. You can easily invoice customers on a regularly scheduled basis that meets your needs. If you bundle it with Red Maple Advanced Credit Cards for F&O, you can pay invoices automatically with the autopay feature. Our subscription billing includes contract-specific pricing, volume discounts, usage-based agreements, and many other features. Do I have to host anything? No, it is all hosted in Microsoft Azure. redmaple.com/microsoft-dynamics-365-advanced-trade

15. WHAT’S REQUIRED REQUIRED OPTIONAL • Microsoft Dynamics 365 F&O OR Microsoft Dynamics AX 2012 (R2 or R3) • Red Maple Clever Division (U.S. Patent No. 10,853,818) • Red Maple Advanced Commissions • Red Maple Advanced Warranties • Red Maple Advanced Credit Cards for F&O redmaple.com

16. TRUSTED BY OVER 70K MICROSOFT DYNAMICS USERS WORLDWIDE SINCE 2003.

17. EXPERIENCE THE EASE, FLEXIBILITY AND POWER. SCHEDULE A FREE DEMO. redmaple.com/schedule-a-demo info@redmaple.com 830.280.0400 RED MAPLE PRESS, LLC 301 E San Antonio Ave. Boerne, TX 78006 United States redmaple.com/