Shoper 9 POS Single Store Implementation

Transcription

1 Shoper 9 POS Single Store Implementation

2 The information contained in this document is current as of the date of publication and subject to change. Because Tally must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Tally, and Tally cannot guarantee the accuracy of any information presented after the date of publication. The information provided herein is general, not according to individual circumstances, and is not intended to substitute for informed professional advice. This document is for informational purposes only. TALLY MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT AND SHALL NOT BE LIABLE FOR LOSS OR DAMAGE OF WHATEVER NATURE, ARISING OUT OF, OR IN CONNECTION WITH THE USE OF OR INABILITY TO USE THE CONTENT OF THIS PUBLICATION, AND/OR ANY CONDUCT UNDERTAKEN BY PLACING RELIANCE ON THE CONTENTS OF THIS PUBLICATION. Complying with all applicable copyright and other intellectual property laws is the responsibility of the user. All rights including copyrights, rights of translation, etc., are vested exclusively with TALLY SOLUTIONS PRIVATE LIMITED. No part of this document may be reproduced, translated, revised, stored in, or introduced into a retrieval system, or transmitted in any form, by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Tally Solutions Pvt. Ltd. Tally may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written licence agreement from Tally, the furnishing of this document does not give you any licence to these patents, trademarks, copyrights, or other intellectual property Tally Solutions Pvt. Ltd. All rights reserved. Tally, Tally 9, Tally9, Tally.ERP, Tally.ERP 9, Shoper, Shoper 9, Shoper POS, Shoper HO, Shoper 9 POS, Shoper 9 HO, TallyDeveloper, Tally Developer, Tally.Developer 9, Tally.NET, Tally Development Environment, Tally Extender, Tally Integrator, Tally Integrated Network, Tally Service Partner, TallyAcademy & Power of Simplicity are either registered trademarks or trademarks of Tally Solutions Pvt. Ltd. in India and/or other countries. All other trademarks are properties of their respective owners. Version: Shoper 9 POS Single Store Implementation/1.0/November 2009

3 Contents Introduction Implementation Presales... 2 Understanding Customer Requirement... 4 Installation, Configuration and Testing... 5 Install and Implement Shoper Interface Requirements... 5 End User Training... 6 Help and Support... 7 Post Implementation Activities... 7 Annexure I... 8 i

4 Introduction Successful implementation of Shoper 9 is vital to maximise the benefits of using the product, and satisfying the customer s business requirements. This will also have value addition to the business by helping in a better organisation of merchandise, management of masters, ease of generating purchase orders, generating valuable reports, etc. Analysis of quality reports will enable the customers to track and monitor business performance and take measures to improve the business. The implementation process starts from the sales representative visiting the customer for a briefing on how Shoper 9 could help him run his business in a better way till the final installation of the product and training on the usage of the product. This document suggests some best practices to be followed to ensure a successful implementation of Shoper 9 at a single store. Various documents to be used during the process are mentioned, wherever necessary. The latest versions of these documents are available on the Partner Portal for download. 1

5 1. Implementation Implementation process spans across various phases and activities. Understanding and performing the key activities in each phase is required for a successful completion. The implementation steps may vary slightly based on the size of the store, its activities and volume of business. The phases are: 1. Presales 2. Requirements Study 3. Installation, Configuration and Testing 4. End user training 5. Post implementation activities 1.1 Presales In this step you will contact retailers to identify their requirement for a retail solution and recommend Shoper 9 as the best fit. Make a sales call to the prospect The usual modes could be personal visits (cold call as well as by reference), telephone calls, s or on a request from the prospect. Find out if the prospect already has an automated solution Ascertain the current difficulties experienced by the business and how Shoper 9 can address them Clarify their doubts, if any Convince the prospect as to why Shoper 9 is suitable for their business Inform the prospect about Tally s capability in developing and delivering quality software products and service Information can be Tally s history, number of customers, customisation services provided, after sales support, wide network of partners, company offices in the country, etc. Mention about the Shoper 9 and Tally.ERP 9 integrated solution offer for managing retails operations and accounting 2

6 Implementation Explain to the prospect that Shoper 9 can be integrated with other applications (3rd party software) like CRM, Tailoring software, etc., if they need Provide the cost of Shoper 9 Silver/ Gold Customer may need some assistance in identifying other requirement like hardware, O/S, etc. Provide your recommendation. Fix an appointment with the customer for product demo Provide a demo to the prospect covering the features that the customer needs (For details on the areas to be covered during demo refer Annexure I) The decision of the prospect to place an order with us is made at this stage. Communicate the effort estimation for the implementation (Refer Effort Estimation Tool and Checklist for Single Store Implementation.xls for effort estimation) Make changes to the effort/ list of activities based on the customer s requirement This effort estimation provided in the template is tentative; this may vary based on the customer requirement. Agree with the customer on the final scope of work Set the customer expectations appropriately Some additional points for consideration during this phase are: If you feel there are major gaps between Shoper 9 features and customer requirements, contact Tally Solutions for clarity Explain to the customer what customisations can be done to cater to the specific needs of his business, if required Identify the exact requirements Communicate the scope of work Communicate the cost of customisation 3

7 Implementation 1.2 Understanding Customer Requirement Once the sales is finalised, the next step is understanding the customer requirement (the requirement study). Ascertain the feedback on the demo Gather detailed information on the customer s business operations and requirements To gather this information you can use the Requirement study and configuration Tool and capture the details of the requirements and existing business process of the customer. You can map the requirements of customers to the system parameters mentioned in the Questionnaire. This will help you in preparing the business template specific to the customer. If you are not preparing a customer specific business template, then during the implementation you can refer the questionnaire to configure system parameter according to the customer requirements. This will ensure that none of the customer requirements are missed out. To gather this information you can use the Requirement study and configuration Tool and capture the details of the requirements and existing business process of the customer. You can map the requirements of customers to the system parameters mentioned in the Questionnaire. This will help you in preparing the business template specific to the customer. If you are not preparing a customer specific business template, then during the implementation you can refer the questionnaire to configure system parameter according to the customer requirements. This will ensure that none of the customer requirements are missed out. A guidelines document (How to use the Requirement study and configuration Tool) is available to help you with the use of the questionnaire. Analyse the information collected and plan the implementation If the customer has specific requirements outside the agreed scope, then contact Tally Solutions. 4

8 Implementation 1.3 Installation, Configuration and Testing Install and Implement Shoper 9 Prepare the list of activities to be done during the implementation Refer to the list of activities that you have discussed and frozen with the customer (Effort Estimation Tool and Checklist for Single Store Implementation.xls). Check the readiness of the necessary hardware and software for implementation Finalise the item master in consensus with the customer (Refer to Help on Item Master Mapping.pdf) Install Shoper using the standard business template and configure the system parameters as per the business requirements Activate the license Configure printers, barcode devices and other Hardware devices Perform a few transactions in Catalogue, Inwards, Outwards in presence of the customer and verify the correctness Verify that the customisation requirements gathered meets the customer s expectation Interface Requirements Identify the interface requirements with Tally.ERP 9 and other software, if any, through a requirements analysis (Refer to Interface of Shoper 9 with Tally.ERP 9.pdf). 5

9 Implementation 1.4 End User Training If the store receives the master data electronically, the training will start from Purchase/ Inwards phase. The reason why training is offered, is to introduce Shoper 9 POS features in an orderly manner. The advantages to the user are: Brief the users about the capabilities of Shoper 9 POS as a retail solution Provide initial training on how to use Shoper 9 POS (on required aspects/options) (Refer the training checklist for single store implementation) The training will be in phases consisting of: Defining catalogues Barcodes printing & tags Purchases, Inwards, Stock take (for existing store) Day Close and Day Open Billing, Cash related transactions (if applicable), Reports, Housekeeping and Setup an understanding of the flow of the retail business and its relation with the product features an ability to explore the product and solve problems on their own Prepare the training checklist based on the roles played by different departments/ people in the store. Identify the specific requirements of each role and train them on the respective options. 6

10 Implementation Help and Support Educate the customer on the different aspects of support provided for easy and meaningful use of Shoper 9 POS. Help file is available in Shoper 9 POS Tally.ERP 9 Support Centre for seeking help on Shoper 9 Control Centre for licence management Annual Maintenance Contract (AMC) to ensure continuous support from partners Partner s role as a primary support person Tally Call Centre (L1) for Shoper 9 support Customisation and Extension Framework - Partner s role as enablers Best practices in the use of Shoper 9 POS Later the product can be extended from a single store application to that of a chain store, if required. 1.5 Post Implementation Activities This is the last phase of a successful implementation. Some important points to be noted, Take the sign-off (confirmation from the customer that implementation has been completed) filling the Effort Estimation Tool and Checklist for Single Store Implementation.xls. Initially provide support and seek feedback about the comfort level of customer through telephone to ensure that the customer is familiar and confident with the use of the product. Simultaneously, persuade the customer to sign up for an AMC. Equip the customer to troubleshoot problems with confidence and ease. 7

11 Annexure I Provide a demo to the prospect covering Shoper 9 features. Define catalogues Inward of stock items through physical verification, PT Files loading (if applicable) Create purchase orders and subsequent inwards of stock items using PT, PDT files Record goods returns Generate stock related reports Create bills, cash & credit, product & service Create customers on fly Use of different payment modes to settle bills Record cancellations, returns and exchange Generate sales related reports Create cash receipts and payments Generate cash reports Housekeeping activities - Backup, Restore, DB tuning, Temp files deletion Day close and Day begin Other functionalities as dicussed with customer earlier 8