Profitable Epos... Back Office Functionality

Transcription

1 Profitable Epos... Back Office Functionality The system handles all aspects of the stock control from making the line, ordering it, labels for it, selling with sales repor ng, ending up the final stock count and valua on. Stock Crea on Labelling Stock Coun ng Purchase Orders Stock & Sales Repor ng Quick and easy reporting to help you operate more efficiently Accurate informa on about your stock and sales is vital to any retailer, in fact one of the most common reasons for buying Epos is sales reports. Using the informa on captured at the ll, Mul Retail can quickly and easily provide a snapshot of your business at any given point in me. For example, in just a few clicks you get instant visibility of your stock so you can clearly see the sales performance of a single item, a group or department, helping you to iden fy which products are performing well and which aren't. This will ensure you order the right products at the right me, keeping money ed up in stock to an absolute minimum.

2 Maintenance Mul ple Suppliers Mul ple Branches and loca ons Search Methods Maintenace Mul Maintenance Price Maintenenance Customer Maintenance Maintenance Discount Profile Loyalty Profiles Supplier create/amend/copy Obviously the system cannot work without products, so decide who supplies them and which sales department they belong to and key them in. The system will protect you against loading them twice and help set a realistic sell price based on cost price and margin required. Once loaded the products can be changed as required, including pictures and labelling text. Multi Branch / Location From day one the system was designed to support multiple outlets and multiple stock locations in each outlet Multiple suppliers Rather than make a product line per supplier, we support multiple suppliers for one line. This means that the stock and sales are for all suppliers which saves double ordering. The calculator function is the means of recording not only the suppliers but their unique information on cost price, outer qty, barcode and product reference. Search methods To help find a product quickly to work on it, we offer lots of search selections. For example by stock code, barcode, description, supplier, sales group, supplier reference and a number of multiple combinations. Multi maintenance When a change affects lots of items and relates to the same change then we provide a multi maintenance facility. This lets you pick working list of products and changes one value like change supplier or sales group or a data field like vat rate. Multi pricing Similar in concept to data fields but more specific to pricing issues. Lets You deal with the situation of a supplier Increasing his cost prices by 2%. Normally a lot of work, but as well as calculating the cost price, you also see the selling price impact and have a chance to change that too. Customer Maintenance The creation and maintenance of customer address and contact details. There are different types of customer normal, staff, loyalty and trade who get credit. There is a postcode CD to help with accurate address loading and cards can be used to identify customers at the till. Customer Discounts and Loyalty Profiles These profiles cover ranges of customers and determine what discount rate or loyalty point multiplier will be used on each sales grouping. The customers then get put onto one of these profiles if they belong to a discount club or get loyalty. Customer Discounts These profiles cover ranges of customers and determine what discount rate used on each sales grouping. The customers then get put onto one of these profiles if they belong to a discount club Loyalty Profiles These profiles cover ranges of customers and determine what loyalty point multiplier will be used on each sales grouping. The customers then get put onto one of these profiles if they get loyalty. Supplier Maintenance The creation and amendment of the address and contact details of your product suppliers.

3 Import/ Export Products Import / Products Export Customer Export Batch Import Batch Processing Replenishment Purchase Orders Goods Returns Labelling Queues and Prin ng Formats and printers Products Import As an alternative to the stock maintenance this uses the product details on supplier spreadsheets to make or amend product lines. You only need to add the supplier code and sales grouping to be able to use Excel spreadsheets. It is so quick and ideal for loading a new supplier range quickly. Matching on either stock code, barcode or supplier reference later alterations also get imported. Products Export Using similar functionality to the import this lets you select the product data fields that you would like to export to excel spreadsheets. Then select the products you want and export their data. This tool is very handy to let you take information home or to a trade show. Customer Export For a requested range of customers their details can be export providing all the details needed for an campaign Batch Import To convert a spreadsheet into a working batch so that it can be used for say placing an order or goods inwards. Batch Processing Batches are lists of items scanned on a handset that can be used by the system. This lets you see what you have scanned and lets you correct it If necessary before processing Purchase Orders To get new goods for sale the system lets you generate purchase orders for suppliers. Although you can just enter the items you want ordering, you can also let the computer make a suggestion as to what It thinks you show buy. In any case all the support information of stock and sales can be seen per line to aid decision making. Having the placed orders on file saves double ordering and shows in timescales when goods are expected in and spotting overdue situations. Goods being delivered need booking in to add them to stock, but by matching to orders it confirms that the order has been delivered correctly. The labels needed are generated as a bi product of entry. The deliveries can be scheduled to avoid space or work force availability problems. A history of delivers is kept and the goods inward note valued for the accounts department. Goods returns Invariably there will be delivery errors and customer returns which need to go back to the supplier. After taking them out of stock they also form part of the monitoring of suppliers quality. This will get picked up by buyers in the next reordering cycle. Labels queues and printing Although you should try and use the barcode on the packaging some suppliers don't produce barcodes and some labels fall off. Top up label printing ensures all stock scan at the till. The labels can be requested on demand or as a bi-product of purchase orders or goods inwards. The labels to be printed are queued by type and run off all together. Labels Formats and printers Both thermal printers which produce more durable labels and windows printers which use sheet labels, are supported. The style is called a format which is more of a design layout. The variable content comes from the computer at time of printing where it can be stored on file for use again.

4 Stock Control Stock Coun ng Stock Transfers Stock Control Stock Mul Maintenance Stock Mul Own Use Enquiries Informa on Desk Product Sales Enquiry Product Stock Enquiry Stock Mul Wastage Stock Counting Stock Multi Adjustments Enquiry Information Desk This is more controlled using the radio handsets than stock adjustments as it breaks the stock into physical locations and recounts it as found. As well as dealing with multiple locations, it can be run as a full annual or partial rolling count. The differences are identified at the end and the stock movements are recorded during counting allowing this to be done whilst still trading. Stock Transfers Very simply where there are multiple locations then movements of stock between them will need recording e.g. Booked into the warehouse and moved out into the shop area as sold. Finding an item to change the stock would be very time consuming. This allows you to do lots together working down a list. It can also be loaded from radio handsets making it even quicker. The adjustments need authorising and a reason is also stored. This enables later reporting to get a better understanding of what has been happening. Stock Multi Own use Based on the multi adjustments it allows you to do lots working down a list. It can also be loaded from radio handsets making it even quicker. The adjustments need authorising and a reason is also stored. There is additionally the recording of the expenditure department who have used these items for display purposes or as part of their job. This enables later reporting to get a better understanding of what is happening by person and by departmental use. Stock Multi Wastage Based on the multi adjustments it allows you to do lots working down a list. It can also be loaded from radio handsets making it even quicker. The adjustments need authorising and a reason is also stored. The reasons are totally different to adjustments and are more relevant to the stock losses. This is enables later reporting to get a better understanding of what is happening by person, product and reason. It is a great advantage to be able to access the products with their pricing and stock availability. It means you can handle phone and also internal queries. Additional information about the product or the product picture can be displayed. The key point is that the sell price is not shown so it is quite safe to talk product choices over with the customer present. Enquiry Sales Enquiry There is little point collecting this valuable data if you are not going to use it. Search for your product in the normal way and then use any of the information displays to see what you want. :- Sales patterns with charts Alternative suppliers Local and branch stocks History of stock and price changes Three year sales trends Year on Year comparison Orders and deliveries recorded and many more Enquiry Stock Enquiry

5 Expert Enquiry Pop Ups Sales Viewer Expert Enquiry Pop Ups The floating version of enquiries making them accessible within posting programs for ease of use. Sales Viewer Full traceability on sales invoices drilling down into lines sold and payments taken. Selection criteria tune this even more and you can reprint old invoices from here. Reporting System Reports Reports Scheduler Customer Reports Collec ons and Deliveries System Reports You don't need to print off pages and pages all the time and never look at it. There are enough choices of reports for different situations, and you can see them on screen as well as exporting them to spreadsheet, not to mention printing them of course. They were devised by and written for retailers like yourself and got built up into a pack of over 150 reports over time. Reports Sceduler Till Maintenace Tills Manager Tills Profile Tills Security Promo ons Touch Keys Tills Update Till Manager The hardware and variables set up including print messages per till. Tills Profile The functions staff members can perform on a till and how it will operate. Tills Security The buttons staff members can use on a till and whether they need to provide passwords or call for a supervisor. Where they can use a button it may still be limited by value. Expert A set of management functions giving a high level view on the performance of the company Daily Totals Daily Summary Timeline Totals Year Comparison Group Drilldown Group Comparison Group Budgets Preload a list of selected reports that you want producing on a regular basis allowing them to be printed overnight or not missed if important Customer Reports As customers have the use of our crystal reports they sometimes decide to customise them moving or removing columns, change colours or adding their company logo. Collections and Deliveries Having been through the till the system picks up invoices that require the additional attention of delivery or collection. These can be seen and handled in the back office, also printing the appropriate delivery or collection paperwork. Promotions A major tool to be used in increasing sales and clearing old stock. Without affecting list prices the promotions give their rewards where relevant. They are date controlled and offer some quite sophisticated offers that you see in the major supermarkets Including :- Buy x Get y Free Cheapest free Mix and Match Multi buys Linked sales Supplier Vouchers Kits of products The sales also get saved to see how effective they have been or to run them again next year. Touch Keys Maintenance The keyboard button layout where the product or menu is set up with button colour, text legend, picture re- displayed and finally product quired to be selected. Tills Update Builds a working pricing database and/or touch keyboard for use by the tills.

6 General Staff and profiles System Manager General Maintenance Setup Calendar Sales Analysis Loca ons Maintenances Reasons Maintenance Services Alerts System Transfer Check Xlink Xservice Postcode CD Staff and profiles Every member of staff working the system needs to be identified. The rules or profiles get allocated to a person and this controls what they can do in the office and on the till. System Manager Some basics settings that the system needs to work, not normally altered by users. General Maintenance Some basics settings that the user needs to work, normally altered by users such as company name, vat rates, etc Calendar Based on the users own financial dates this is setup to their week period and year end, and used a date reference point through out the system. Sales Analysis Maintenance The products get split into trade sales groupings for measuring their sales performance whilst reporting on them and also for producing totals at different levels. :- Super Department Department Group Sub Group This program maintains these levels and their working values like discount allowed. Locations Maintenance The naming of the physical locations and sub locations allowed where stock is held. Reasons Maintenance The naming of the optional reasons available when doing :- Stock adjustments Price adjustments Own use adjustments Wastage adjustments Till returns Stock transfers Alerts When an unattended process like overnight backup, till database build or data transfers these need logging as to whether they were successful or not. This shows this log to the system administrator. System Transfers Check The delivery of data between multiple branches is important for delivery of new lines and promotions to go on sale. Other data is transferred too, so all transfers are shown as sent and checked on arrival. This way missed transmissions due to broadband down or hardware issues can be spotted and resent. Xlink A service program with no user required to act as a data delivery person moving data and sales around between sites, servers and tills. Xervice A service program with no user required to act as a data processor of data received from xlink for updating product data and sales figures. Postcode CD A service program with no user required to act as a name and address lookup for tills based on postcodes provided by them.

7 Website Interface Maintenance Mul Upload Import Orders Xservice Multi Branch Branch Allocate Branch Import Branch Transfers Check transfers/data Intranet / Tablet Digital Signage Sales Orders Table service Stock coun ng and Batches Maintenance Adds additional information to a product to make it suitable for a web entry Multi Upload Sends up a lot of prices or changes up to the site, usually a percentage increase Import Sends up a lot of normal or sale price changes up to the site, usually entered via spreadsheet Orders Handling the web orders for picking, shipping and delivery Creates or changes one or more products to go to branches in one go Branch Allocate Copies an existing product for another branch Branch Import Same as product import but sends it to multiple branches Branch Transfers Handles stock movements to or back from branches Check transfers/data From head office checks and ensure data transfers have worked and if necessary send out corrections Digital Signage Displays product menus or advertising images from the system to tv Sales Orders Places sales order from tablet to be handled by the system Table service Taking food service orders whilst at the table Stock counting and Batches Enter stock input on a mobile device Receiving stock on a mobile device Xservice Automatically brings down the orders from the web site