What s Happening? Best Practice for Embedding Mobile Technology in Your Store

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1 What s Happening? Best Practice for Embedding Mobile Technology in Your Store Mike Duncan Senior Product Manager 2016 Epicor Software Corporation

2 Mike Duncan Sr. Product Manager Extensive experience in the retail hardlines/ home improvement industry Focuses on business development, strategic planning and product improvement with a desire to grow business for the independent operator One of Mike s primary goals is achieving success for customers and partners by bridging technical proficiency to best retail practices and then sharing knowledge freely 2016 Epicor Software Corporation Eagle Online Academy 2

3 What s Happening? Best Practice for Embedding Mobile Technology in Your Store Mike Duncan Senior Product Manager 2016 Epicor Software Corporation

4 The contents of this document are for informational purposes only and are subject to change without notice. Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically disclaims, to the full extent of the law, any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its date of publication, April The usage of any Epicor products or services is subject to Epicor s standard terms and conditions then in effect. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Epicor, the EPICOR logo, Eagle, Grow Business, Not Software, are trademarks or registered trademarks of Epicor Software Corporation in the United States, and in certain other countries and/or the EU. Copyright 2016 Epicor Software Corporation. All rights reserved Epicor Software Corporation Eagle Online Academy 4

5 What Customers Want from Embedded Mobility? Motorola Holiday Shopping Survey, Motorola Solutions Customers expect better information from store associates 2016 Epicor Software Corporation Eagle Online Academy 5

6 Eagle Mobility Today Eagle Mobile Inventory Eagle Mobile Linebuster Tablet POS Mobile Payments Mobile Lookup Mobile Shopper Mobile Manager Eagle Anywhere inet Order Entry 2016 Epicor Software Corporation Eagle Online Academy 6

7 Are you actively using the mobile tools available today? A. Yes, we use almost all of them. B. Yes, we use a couple of them. C. No, but we ve been thinking about it. D. I didn t even know these existed Epicor Software Corporation Eagle Online Academy 7

360 Inventory Management Mobile Inventory Maintain stocking activity Purchasing & Receiving Inventory Maintenance Item Lists Improves inventory accuracy Physical Inventory &

8 360 Inventory Management Mobile Inventory Maintain stocking activity Purchasing & Receiving Inventory Maintenance Item Lists Improves inventory accuracy Physical Inventory & Directed Counts Improves price perception Label Printing Inventory Maintenance Support Order Workflows Order Pick & Ship Verify 2016 Epicor Software Corporation Eagle Online Academy 8

Create Lists App Mobile Inventory The most flexible feature in Mobile Inventory Create label list to print, in order of scanning Create a list to calculate order points Create an ordering list to use

9 Create Lists App Mobile Inventory The most flexible feature in Mobile Inventory Create label list to print, in order of scanning Create a list to calculate order points Create an ordering list to use in RSO Create a directed counts list Create promotions list Create list of items to transfer using POS Create inventory lists to import into inventory viewer with quantities Create list of items to re-shelve Create list of items to move; i.e. change location code 2016 Epicor Software Corporation Eagle Online Academy 9

10 Directed Count Lists App Mobile Inventory Assign work and improve efficiency Manager creates a physical inventory count list & distributes to stores Store manager is alerted that they have a list to count Store manager assigns list to users Users count items Manager Reviews & Finalizes Counts 2016 Epicor Software Corporation Eagle Online Academy 10

11 Create Directed Count Lists Using Eagle 2016 Epicor Software Corporation Eagle Online Academy 11 Using Mobile Inventory

12 Distribute Directed Count Lists 2016 Epicor Software Corporation Eagle Online Academy 12

13 Count from Directed Lists 2016 Epicor Software Corporation Eagle Online Academy 13

14 Improve Order Picking Apps Eagle Mobile Order Pick Fulfill Orders Faster Allows users to pick items and finalize orders using the RF gun Greatly improves picking accuracy and efficiency Can be fully automated to invoice upon picking Combined with ship/verify, picker performance can be tracked Picking errors found by customers can be traced to picker 2016 Epicor Software Corporation Eagle Online Academy 14

Order Picks Items (all or partial) Finalizes and Invoices via Order Pick Confirms Orders via viewer Fulfills Order ROO by Pick Manager or manually

15 Order Picking Workflow Manual Invoice Non COM/PPS Order Created At POS by Cashier/Sales Associate Saved per normal store procedure (deposit, paperwork flow, etc ) Inventory Orders will flow to buyers list (COM & PPS Users) Store orders & Receives according to SOP Mobile Order Pick Finds Order Picks Items (all or partial) Finalizes and Invoices via Order Pick Confirms Orders via viewer Fulfills Order ROO by Pick Manager or manually invoiced by picker Batch Invoices COM/PPS Users Invoices Batched via manual or nightly process 2016 Epicor Software Corporation Eagle Online Academy 15

16 Picking the Order 2016 Epicor Software Corporation Eagle Online Academy 16

17 Manager Review 2016 Epicor Software Corporation Eagle Online Academy 17

18 Improve Order Picking Details screen Press Detail on item screen To see list of unpicked or partially picked items press Open Item List 2016 Epicor Software Corporation Eagle Online Academy 18

Further Order Auditing ROV Order Verification Exception Looks for exceptions and non-picks RPK Order Pick Exception Report Identifies items/orders that have been partially

19 Further Order Auditing ROV Order Verification Exception Looks for exceptions and non-picks RPK Order Pick Exception Report Identifies items/orders that have been partially picked PKPURGE Utility Removes pick records older than a specified number of days Run as part of nightly maintenance ROV RPK 2016 Epicor Software Corporation Eagle Online Academy 19

20 Verify Shipments or Deliveries App Mobile Inventory Double check what you are shipping or delivering Pull up a delivery order and scan all the items that are to be loaded onto the truck Pull up a ship order and scan the items before they go into the box 2016 Epicor Software Corporation Eagle Online Academy 20

21 Verify Shipments or Deliveries Mobile Inventory Shipment Verify 2016 Epicor Software Corporation Eagle Online Academy 21

22 Measure and Manage Apps Mobile Manager Make decision on the go Find out how your store is doing Find out what are the top selling items Find out the credit history of the customer you are visiting Perform manager overrides Unlock an employee who locked themselves out of Eagle 2016 Epicor Software Corporation Eagle Online Academy 22

23 Measure and Manage Mobile Manager 2016 Epicor Software Corporation Eagle Online Academy 23

24 Do you shop your competition? A. Yes, we do it all of the time. B. We try to, but we re not very good at it. C. No, but we d like to start. D. Nah, we don t have competition Epicor Software Corporation Eagle Online Academy 24

Mobile Shopper Companion to Pricing Planner Non-Mobile Sources Manually entered, imported, viewers Create Competitor Create Shopping List Item exists or not?

25 Mobile Shopper Companion to Pricing Planner Non-Mobile Sources Manually entered, imported, viewers Create Competitor Create Shopping List Item exists or not? Item Not Found Capture info Item Found Continue Data Entry Pricing, description, pictures, on sale? Review in Pricing Planner 2016 Epicor Software Corporation Eagle Online Academy 25

26 Mobile Shopper, Pricing Planner s companion Companion to Pricing Planner Non-Mobile Sources Manually entered, imported, viewers 2016 Epicor Software Corporation Eagle Online Academy 26

27 Mobile Shopper, Pricing Planner s Companion Pricing Planner TO Mobile Shopper 2016 Epicor Software Corporation Eagle Online Academy 27

28 Mobile Shopper, Pricing Planner s Companion Mobile Shopper TO Pricing Planner 2016 Epicor Software Corporation Eagle Online Academy 28

29 Serving Customers Where they Want! Traffic hot spots Manage outdoor sales areas Have off-site sales? 2016 Epicor Software Corporation Eagle Online Academy 29

30 Product Lookup Apps Mobile Inventory Mobile Manager Mobile Lookup Mobile POS Tablet POS Provide basic product information Give retail, list and loyalty pricing Provide QOH, QOO, QA and CQ at all stores Find the various locations of the product 2016 Epicor Software Corporation Eagle Online Academy 30

31 Product Lookup Mobile Lookup 2016 Epicor Software Corporation Eagle Online Academy 31

32 Assisted Selling and Faster Checkout Apps Tablet POS Better customer service is faster checkout Use linebuster to speed up your checkout lanes Checkout customer in the garden center at their vehicles Checkout customers at a sidewalk sale or fair Assist customer with choosing the right items and check them out on the spot and have it loaded into their vehicle no buyer remorse 2016 Epicor Software Corporation Eagle Online Academy 32

33 Assisted Selling and Faster Checkout Ingenico ismp Unified Credit Card & Barcode Reader Tablet POS 2016 Epicor Software Corporation Eagle Online Academy 33

34 Promote & Sell Tablet POS 2016 Epicor Software Corporation Eagle Online Academy 34

35 Outside Sales Force? Tablet POS inet Order Entry 2016 Epicor Software Corporation Eagle Online Academy 35

36 How are you providing mobility to your team? A. We provide the mobile device. B. BYOD The employee brings their own device. C. We don t allow mobile devices Epicor Software Corporation Eagle Online Academy 36

device support Browser to PC Android ios Back Office

37 Full Mobile Advantage Bring Your Own Device Mix of devices Eagle Anywhere Back Office Eagle Remote Application Any device support Browser to PC Android ios Back Office Support Today 2016 Epicor Software Corporation Eagle Online Academy 37

38 Eagle Mobile Physical Inventory looks like this: But on the horizon 2016 Epicor Software Corporation Eagle Online Academy 38

Mobile Counts Counting Physical Inventory Touch User Interface

not stylus tap and drill Managing the Counts PIP View Speed &

Current Eagle Mobile PIP Workflows Less bulk means it s in the

39 Mobile Counts Counting Physical Inventory Touch User Interface More prominent notifications More on one screen Scroll and slide, not stylus tap and drill Managing the Counts PIP View Speed & Accuracy Loosens the Cord Enabling the Workforce BYOD Maintains Current Eagle Mobile PIP Workflows Less bulk means it s in the pocket Sneak Peek 2016 Epicor Software Corporation Eagle Online Academy 39

40 Quick Recap Eagle Mobile Inventory Mobile POS Linebuster Mobile Manager Mobile Lookup Mobile Shopper Tablet POS EPX Mobile Eagle Anywhere inet Order Entry 2016 Epicor Software Corporation Eagle Online Academy 40

41 Epicor mobile solutions will extend Eagle and the business! 2016 Epicor Software Corporation Eagle Online Academy 41

42 For more information on products featured in today s presentation, or to find out how Epicor Professional Services can help you grow your business, please contact your Account Manager at Epicor Software Corporation Eagle Online Academy 42

It s OK to Make Money! How to Create Rules and Plans with Pricing Planner. Session Q&A

It s OK to Make Money! How to Create Rules and Plans with Pricing Planner Session Q&A 1. Where are these "Sensitivity Codes" in the EFM data and where are they shown in IMU application? We buy most items