MOBILE POS FOR SMEs. Feature List Brainvire Infotech Pvt Ltd

Transcription

1 MOBILE POS FOR SMEs Feature List 1

2 Index INTRODUCTION MOBILE POINT OF SALE SALES AND RETAIL MANAGEMENT CUSTOMERS MANAGEMENT CASH TILL BALANCING MANAGEMENT INVENTORY MANAGEMENT MULTI-STORE MANAGEMENT ACCOUNTS MANAGEMENT REPORTS AND STATS ADMINISTRATION DASHBOARD BROWSER AND OS COMPATIBILITY

3 1 INTRODUCTION BvPOS is a Magento Mobile POS that will assist your shop assistants to complete checkout for customers anytime anywhere in your retail store It is designed to address today s critical business needs that help companies of every size to manage not only their money, but also virtually every aspect of business It enables to place an order through PDA (Palm) client server application or web based desktop It enables companies to provide complete information from any number of branches through web 3

4 2.1 MOBILE POINT OF SALE Scan Mode offers high-speed barcode scanner-driven invoicing Search box offers touch screen-friendly adding of products to cart Search or Browse Customers and Products Add new or existing Customers to a sale or enter basic details for a Guest checkout Lookup inventory levels for a Product in another store Customizable payment methods for credit cards, cash, checks and more SHIPPING PRODUCTS HIGH SPEED BARCODE LOGIN FEATURES SMART TOUCH DISCOUNT VOUCHER SEARCH CUSTOMER ADD CUSTOMER 4

5 Built-in Credit/Debit Card Processing: Axia, MerchantWARE, HPS, Authorize.net Activate or redeem discount voucher/ gift cards Put multiple sales order on hold and restore at any time Make payments on historical invoices Join or leave till from POS Login features for every user of POS Different kinds of User permission available such as Store Manager, Supervisor, Cashier and Super Admin Apply discount to individual or all line items Set tax code and primary/secondary salesperson on sale Plug and play hardware support for many barcode scanners, card swipes, cash drawers, receipt printers, label printers, pole displays Print sales as receipts or full page invoices invoices directly to customers from POS Reload historical order for managing Refund Provide shipping of products by capturing necessary shipping details Offline feature enables you to continue with Sales process when there is no internet available It will inform you with a status update once the internet is available 5

6 2.2 SALES AND RETAIL MANAGEMENT Quotes that can be converted to Invoices or submitted to Purchasing as Orders Sales documents print across multiple pages, with wrapping product descriptions, notes and full-color images of products invoices directly to customers Versatile Gift Card system that can use pre-printed gift certificates or gift cards with magnetic stripes or barcodes Recharge Gift Cards previously sold to a customer INVOICES DIRECTLY TO CUSTOMERS GIFT CARDS RECHARGE PREVIOUSLY SOLD TO A CUSTOMER SALES DOCUMENTS PRINT ACROSS MULTIPLE PAGES SUBMITTE TO PURCHASING AS ORDERS PRODUCT SIZE/COLOR MATRIX FOR CLOTHING 6

7 Print gift receipts, packing slips, box labels, mailing labels, product labels, claim checks and more Product Size/Color Matrix for clothing and apparel-based businesses to generate child product records and adjust inventory levels in a convenient grid format Build Purchase Orders, Invoices and other documents using the Product Size/Color Matrix 7

8 2.3 CUSTOMERS MANAGEMENT Customer window lets you track everything about a customer, storing multiple phone numbers, addresses, contacts and customer photos Set default language, currency, salesperson and tax code Set automatic pricing levels or discounts using customer categories Marketing activities like mass mailings and mailing label printing are facilitated by innovative categorization tools like customer groups Powerful search tools like the Advanced Customer Find and Customer Browser CUSTOMER HISTORY SEARCH CUSTOMER DATA HISTORY SECTION CURRENCY CODE CUSTOMER SUPPORT PRICING LEVEL MASS MAILER DISCOUNT CATEGORIES 8

9 Track all notes and calls with a customer and flag them for review so that they appear automatically in the Tracker as follow-ups View all of a customer s transactions and purchases in the History section Customer Merge unifies customer purchase histories 9

10 2.4 CASH TILL BALANCING This manages detail information on every order including cashier who processed the order, card/cash payments at the time of the payment At the end of the shift, the cashier can balance the cash register CASH PAYMENT CASH INFLOW & OUTFLOW CASH TILL BALANCING BALANCE REGISTER 10

11 2.5 INVENTORY MANAGEMENT Print Labels Prints to a range of label sizes for products and customers, and can be printed to a label sheet or spooled on the DymoLabelWriter (support for either format varies per label size) Label Designer Gives you full control of the layout of your product labels, including the ability to add graphics and to arrange the information that appears for a look that s unique to your business 11

12 Serial Number History Tracks product serial numbers as they move through the system, from being received on a purchase order to being sold on an invoice, booked in on a Service Repair Order, or transferred to a virtual warehouse Set Reorder Points for your products so that when stock diminishes to the level you ve set, you will be prompted to place another order using the one-click purchasing feature Count Inventory Minimizes the pain of an inventory count by making efficient use of product labels and the barcode scanner, aggregating your quantities for you as you scan Counts, which can represent areas of your store or virtual warehouses, and can be edited and amended prior to the inventory reconciliation step Virtual Warehouses allow you to have products that you want to show as unavailable for sale but are still part of your inventory Transfer stock from your sellable inventory to one of ten stockpiles, ie. Demo equipment, desktop units, repairs Set Selling Prices and Set Product Info allow you to make batch changes of specific subsets of your products, including tax statuses, alternate pricing levels, and markups based on category or brand Live Rules allow you to set up rules that can be applied automatically to your products if they meet the particular set of criteria you ve set 12

13 2.6 MULTI-STORE MANAGEMENT Multi-Store Lookups Keep tabs on the inventory levels of product at your other locations, providing you real-time access to detailed inventory availability and status information Multi-Store Transfers Send, track, and receive inventory transfers between your store locations with drag-and-drop ease using Transfer Out and Transfer In documents 13

14 Product Replication Enables a master store location to replicate data to child stores to ensure consistency of products, suppliers, families, classes, and other product attributes Cross-Store Gift Cards Allows redemption of gift cards anywhere in a retail chain Cross-Store Returns Allows customers to return product to any store without hassle or time spent researching the original sale Cross-Store Reporting Provides sales information for each store location to owners and managers, and inventory information to purchasers and controllers Multi-Store labels allow products to be transferred between stores without the need for re-labelling Store configurations can now be exported and imported between locations for faster new store setup 14

15 2.7 ACCOUNTS MANAGEMENT Accounts Receivable help you keep tabs on your customer accounts, tracking outstanding invoices as they age through 30-day intervals Print statements, apply payments to particular invoices, and set opening balances when bringing in customers from previous systems Exporting invoices, payments, and supplier invoices as journal entries to your accounting software, whether it s MYOB or QuickBooks (Mac or Windows), is a simple process of posting and exporting Exports of invoices and payments are GL summaries, while customer and invoice detail information continues to reside in BvPOS DETAIL INFORMATION CUSTOMER ACCOUNT TRACK INVOICES 30TH DAY INTERVAL ACCOUNTS MANAGEMENT ACCOUNTING SOFTWARE PRINT STATEMENT 15

16 Supplier invoices are exported as payables for completion in MYOB or QuickBooks Batch Printing allows you to print separate statements for all customers with outstanding balances 16

17 3 REPORTS AND STATS Report engine features instant reports in multiple categories, including Sales, Payments, Inventory, Taxes, and Accounting Reports can quickly be customized for additional columns, groupings, sorts, and filters to analyze results in specific ways Report results can be printed or exported to a text file for use in spreadsheet applications Reports can be exported and shared with others Reporting features over 300 reports in over two dozen categories, including Sales, Payments, Inventory Valuation, Taxes, and Commissions Reports can be filtered for specific, ground-level information, queried by date range, and exported to Excel or PDF format SHARE REPOR TS ISTATS ON I PHONE SAVE FAVORITE DISCOUNT VOLUME REPORTS & STATS SAVE PAYMENT DAILY REPOR T SPLIT COMMISSION COMPARE FUNDS 17

18 3 REPORTS AND STATS Presets allow you to save your favorite reports for quick access istats on dashboard of your iphone Tracks sales, payments, returns, and invoice counts for the day, the week, the month or even the year, as well as which employees are clocked in at the store Tills feature makes managing cash drawers easy Save payment totals at the end of the day or at the end of a user s shift Enter coin and bill denominations and reconcile sales stations separately, or as a batch Quantity Discounts help increase sales volume and encourage larger purchases Set up to 66 different prices per product, based on the quantities and pricing levels you choose Allows up to six discount levels alongside up to ten pricing levels to create a discount matrix for any single product End of Day report is a detailed daily summary of the day s sales activities, including deposits, payments, and returns, broken down by sales station Compare your actual funds for deposit with the balances recorded, and any shortages or overages are clear and easy to understand Commission Reports allow you to quickly calculate commissions based on sell price or profit margin, and easily tallies an adjustable scale for discounted products Split commissions are also a breeze, as invoices split between two users are broken out separately in reports Intelligence reporting features a cluster of predefined reports geared toward illustrating your best- and worst-performing customers, quotes, invoices, and products, as well as monthly revenues laid out in chart form 18

19 4 ADMINISTRATION DASHBOARD Smart Backups Keep tabs on the inventory levels of product at your other locations, providing you real-time access to detailed inventory availability and status information Multi-Store Transfers Allow business owners to set access levels or require authorization for over 160 different privileges Detailed logging in the Privilege system allows business owners to see who committed transactions to the database and when View logs for individual documents and even see failed privilege authentications Import Tools offers powerful migration and import tools for Products, Customers, Customer Contacts and Suppliers 19

20 4 ADMINISTRATION DASHBOARD Exportable Import presets can be saved so that import files can be processed on a regular basis quickly and easily Image Import makes it easy for you to add images to each of your products, customers and suppliers, making it even easier to browse your database visually PCI Compliance measures such as complex passwords Setup Assistant helps administrators set up essential information upon login Setup Panel brings configuration windows together in searchable window 20

21 5 BROWSER AND OS COMPATIBILITY OS Compatibility: ios, Android, Windows, MacOS Web Browser Compatibility: Supports all major browsers like Firefox, Chrome, Safari and IE. B ROWSE PRO DUC TS S E ARC H FEATURE Q U I CK LY AND E ASILY B ROWSER YO U R BUSINESS CRE ATE TRACKERS Chrome Firefox IE Safari opera SUPPORTS BROWSER 21

22 Thank You 21