This document provides information about ProTrac software from Professional Data Systems for distributors. It summarizes the key features of ProTrac including point of sale, inventory management, purchasing, order processing, serial number tracking, financial reporting, and customer relationship management. It also describes the benefits of ProTrac such as low cost, easy to use interface, and included training and support.

1. Professional Data Systems, Inc Lee's Summit, MO 800-711-7374
DISTRIBUTORS
Our ProTrac software includes:
POS /Order Entry ◊ Inventory Management ◊ Purchasing
◊ Multi-Store Transfers ◊ Multi-Bins ◊ Kits ◊
Assemblies/Dis-Assemblies ◊ Electronic Catalog ◊ Sales
Analysis ◊ Work Orders ◊ Quotes ◊ Rebate Tracking ◊
Replenishment Processing ◊ Serial # Tracking ◊ E
Commerce ◊ Exporting Products ◊ Bar Coding
◊ Parker Hannefin Reporting
Point of Sale: Customer look-up by Name. Phone. Zip
Code . Acct # During Order Entry: ProTrac displays the last
time the item was purchased and the customer’s pricing, ProTrac
displays the next Quantity Break Level and Price – There is a
Margin Calculator to use in both POS/OE and Quotes
Product Searches in Point of Sale: Product Line,
Class, Sub Class, Your Part #, Customer’s #, Vendor’s #, UPC, or
OEM’s #, or Search for a Word in the180 Characters of the product
description
Pricing: 11 Prices per product, cost plus/list less, plus
Contract Pricing, Promotional Pricing, Price ID, Item Qty
Breaks by item and by item by customer, Multiple Units of
Measure for buying and selling, Electronic Price Updating
Serial #’s: Product’s SN Tracked from Receiver to Order
Purchasing: On screen replenishment recommendations,
Based on Min, Max and Order Point / Guide calculations
Extensive product history information available in
Purchasing, Purchase by Product Line / or from up to 6
vendors per item, E Mailing Purchase Orders
Back Orders : ProTrac Auto-Generates Pick Tickets
when a new shipment arrives.
Work Orders When your service people leave for a
customer’s location they will have a ProTrac Created Work
Order to help ensure that all labor and parts are invoiced
Financials Accounts Receivable ◊ Accounts Payable ◊
General Ledger ◊ Financial Reporting ◊ Multi-Company
Financials ◊ Budgeting
Productivity Tools:
Auto Fax ◊ E-Mailing Invoices and Purchase Orders ◊
Signature Capture at Counter◊ Bar Coding ◊ E Commerce ◊
Easy to use Report Writer ◊ Reports which are quickly
presented to the screen or to a printer ◊ SWOT CRM◊
Choose an In House Server or the CLOUD to run ProTrac
Professional Data
Systems, Inc. is the Author
and Service Provider for
ProTrac®. ProTrac is an
advanced business system,
which is designed for the
durable goods wholesale
distribution industry
ProTrac is designed for
wholesalers who needs
Powerful Software for
fewer dollars
Single Software
investment includes:
Data Conversion
HQ and On Site Training*
Installation support
Setting Up the Server &
Client PCs
*Your staff is trained with
your converted data
Support after install
800 support line
Software updates
After hours support
Future Training Classes
Application Support and
Problem Resolution
All for one low monthly
ProTracSoftwarefromPDSI
SOFTWARE FOR HARD
GOODS DISTRIBUTORS
Call Mel Carney for an up front quote at 800-711-7374
Email melc@pdsi.com

2. When an order is taken, you can:
o Invoice Immediately or
o Create a Pick Ticket
o Create a Packing Ticket
o Create RMA
o Put the Order On Hold
o Send Order Acknowledgement
UPS WORLD SHIP
INTERFACE
o No More Missed Shipping
Charges
o UPS Tracking # on Invoice
o UPS Tracking # in ProTrac
o Auto up-charge UPS charge
Professional Data Systems, Inc Lee's Summit, MO 800-711-7374
ProTrac Order Entry
ProTrac Order Entry is fast and simple to use. Note:
Next Qty Break, On Hand and Available is
displayed for each new line of the order,
Cumulative Margin and Dollar Total displayed
Batch Fax Invoices and Statements
Each time you stuff an Invoice into an envelope you add another .83 cents to the cost of that
order. This includes postage, Invoice form, and clerical time to stuff and mail the envelope.
The invoice will arrive sometime in the next 3-4 days, which increases your average days to
pay by 3-4 days.
With Batch Faxing the Invoice is delivered the day of the invoice was created. ProTrac
and Gold Fax keep a record of the fax and when it was received.

3. Professional Data Systems, Inc Lee's Summit, MO 800-711-7374
ProTracSoftwarefromPDSI
ProTrac’s
Pro - Search
Pro-Search gives you the Power to find
Sales Orders, Back Orders, Invoices, Work Orders,
Transfers between branches, Search by Customer,
Salesman, Job, or Customer PO’s without searching
through file drawers or piles of paper
Barney’s Boats wants to add a product to their open order. Simply Browse the Pro
-Search screen, locate the order and display the order on the screen. Add the item,
print an invoice, pick ticket, or delivery ticket. It is that easy!!!
Select all Open Orders,
Or select an order by
a customer/acct # and
display that order

4. Professional Data Systems, Inc Lee's Summit, MO 800-711-7374
ProTrac Purchasing gives you an instant snap-shot of
what ProTrac is recommending for you to purchase.
This Suggested PO is for the Milwaukee Product Line
MLA which contains repair parts and accessories.
Why ProTrac has experienced phenomenal growth!
The Reasons so many Distributors have “ RETIRED THEIR SOFTWARE”
and “CONVERTED” to ProTrac, includes:
• The Power and the Features of ProTrac
• A Low Start up Cost
• The Low Cost of on-going Maintenance
•ProTrac was designed for Windows ™
• No Additional Software Modules to purchase
• Software Updates are a part of the Maintenance Agreement
• Software Support with NO VOICE MAIL
Start with a Purchase Order or Suggested
PO Report or run a Trial PO – all a part of
purchasing
Once you have made your decisions
o Generate the PO
o Fax the PO directly out of ProTrac, to
your vendor
o The fax interface is a part of ProTrac.
We recommend Gold Fax
o for or a fax server