Polaris Retail – A Snapshot
Developer of Retail Excel
Group Company of Polaris Software Lab Ltd
Polaris Retail Infotech Limited A Global company with extensive experience and proven credentials One-stop Shop Global Presence
End-to-end Retail Solutions
Expertise across Retail verticals & categories
Focused on long term Customer Relationship
World Class Capabilities
Partner network in MEA and SEA, expanding globally
2 offshore development centers in India
3 near shore development centers in MEA and SEA
Product Strength
Part of World’s first SEI CMMi level 5 company
Group certification of ISO 9001:2000
Retail excel: A complete solution for midsized retail chains.
Leaders in deploying Integrated solution for Tier 1 & Tier 2 retail chains
Talent Pool
Team of 100+ professionals
1,000+ Person Years of Domain Experience
Proven Track Record
9 years in Retail domain
1000+ installations in India, SEA & MEA
Projects for Retail chains – world-wide
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PRIL Offerings
PRODUCTS • Retail Excel • Smart Store • SAP IS-Retail
SERVICES
CONSULTING
• Implementation • Customization • Integration • Maintenance • Training
• Resource Augmentation • Application Development • Web Development • Outsourcing • Insourcing
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Objective:
To establish a capable Retail application that will drive business & be easily scalable in terms of number of stores & business verticals.
Unique Requirements – Book Shops
Centralized Title Creation with multiple item classification.
Author based search for Title’s
Maintain Different type of category (like Books, Stationery, Music & Movie, Toys etc)
Category Pricing
Specific price pattern to specific location
Promotion’s and Schemes based on Author or Publisher
Consolidation of Daily Sales, Stock, Cash Collection.
Maintaining multiple Re order level at multiple locations.
Unique Requirements – Book Shops
Combine the Two Categories of product in to one Single SKU (e.g. Book + CD Rom)
Support 13 digit ISBN & EAN / UPC Barcode
Barcode scanning & Barcode generation
Retail Excel to manage End-to-End Retail Operations
Manage your Merchandise
Vendor Management
Procure the Best
Replenish the Stocks what you Sell and also What you don’t Sell
Invoicing and Franchisee Operation
Customer Loyalty Programs and Promotions
Manage Accounting functions of a Retailer
Margin Profitability Analysis
Tightly controlled Point of Sale (POS)
Control your Counters
Handle day operations efficiently
Improve your Operational Efficiency
Retail Excel Modules Retail Excel Merchandise
Retail Excel Warranty
Multiple set ups for different merchandise types
Retail Excel Inventory
Retail Excel Sales
Inventory visibility across locations
Sales Order Processing
Retail Excel Replenishment
Retail Excel POS
Requisition and Allocation processes
Powerful POS Solution
Retail Excel Procurement
Retail Excel Re-packing Re-packing
Retail Excel Club & Campaign
Retail Excel Accounting
Customer Loyalty programs & promotions
Comprehensive accounting
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Retail Excel – Merchandising •
Multi Division Support •
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Multiple merchandise types to enable multiple lines of business
Division specific attributes •
Supports 20 attributes for an Item Code in each logical division
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Eliminate dummy attributes and intelligent MIS for each line of business
Flexible Item Code Pattern definition for each division •
Intelligent item codification enabling attribute codes to be part of item code/
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Variant Length Item Code
Multiple UOM for an item •
Copyright 2007, Polaris Retail Infotech
Purchase, stock and saleLimited
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Fixing vendor specific cost price •
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Item wise movement method •
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Compare purchase price for the same item from different vendors First In First Out/ Last In First Out/ Lot Based movement
Multiple Selling Price & Methods for an item •
Enables differential pricing policy depending on customer type or location or multiple sales UOM
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Allows you to flexibly define your SP based on CP or Landed CP or MRP or Fixed SP for each item
Item Code Link •
Map old item codes – retagging of old items
Retail Excel – Procurement •
Trade Discount Schemes •
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Capture vendor discounts with impact on costing
Different types of Purchase Order/ Centralized or Decentralized purchase •
Standard Purchase Order
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Consignment Purchase Order
Multiple Delivery Schedule/ Multiple Location Delivery •
Time your deliveries according to requirements
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Single PO with Direct- toStore Delivery enable unnecessary stocking of goods at warehouse.
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Purchase Order Amendment /Purchase Order Cancellation
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Goods Receipts/Carton Receipts-GRN/CRN
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Purchase Return to Vendor
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Levels of authorization for Purchase Order
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Purchase Invoice booking for accounting entry
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Tolerance Control
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On excess delivery: Control excessive
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dumping by vendor
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On late delivery: Control and reject late deliveries
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Supports multiple payment terms •
Credits days
Copyright 2007, Polaris Retail Infotech Limited
Retail Excel – Inventory •
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Stock Movement Methods supported •
FIFO
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LIFO
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Lot Based
Stock Transfers •
Transfer In
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Transfer Out
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Transfers based on Requisitions
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Transfer Cost Accounting •
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Keep track of costs incurred in transferring goods inter branch.
Physical Stock Verification •
Reconciliation of system stock with physical stock – For an item – For a group of items based on attribute selection – For items from a vendor Copyright 2007, Polaris Retail Infotech Limited
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Retail Excel – Replenishment •
Indent Generation •
Auto Generation based on Re-order level
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Manual Generation
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Consolidation of Indent Requisitions from multiple location
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Transfer Documents •
Transfer Cost Definition for the transfers between the Organization
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Follow-on Purchase Orders
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New Product Allocation
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Allocation of stocks against requisitions
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Advance Shipment Notice •
Note for stock transfers out, purchase returns, sales orders etc
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Retail Excel – Barcode Printing •
Comprehensive barcode label generation
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Enables easy bar label printing with an external bar code printer.
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Retail Excel – Campaign
Maintain comprehensive customer database with comprehensive purchase history enabling specific and targeted promotions
Location specific promotion definition
Supports item level promotion (e.g. Buy 2 and get 1 free)
Supports bill level promotion (e.g. Buy worth of $100 get 5% discount)
Supports date and / or time based promotions (e.g. Shop between 12 pm to 2 pm and get 5% free on total purchase value)
Discount promotion based on slabs for quantity / value of item Copyright 2007, Polaris Retail Infotech Limited
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stomer Loyalty Features
Loyalty Card Type Excel
General/Special offer Reward points formula
Loyalty Card Registration
Loyalty Card Maintenance
Card Closure
Card Re Instatement
Card Renewal/Re Issuance
Card Up gradation
Transfer Points
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Retail Excel – Security
User and permissions
User groups definition
Access permissions for user groups
Users assignment to groups
Access to application is controlled by login name and password
Password validity days maintained
Levels of Authorizations
Up to four levels of authorization for each transaction
A user assignment for authorization rights
Date, time and User ID stamp maintained for all transactions
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Excel Point of Sale (POS) Billing Screen
POS Features Retail Excel POS Features include special functionality like printing of bills category wise and again category of choice. The Preference setting in Retail Excel POS gives a higher degree of flexibility to the retailer to improve the operation efficiency. Retail Excel POS is capable of integrating with different Point of Sale machine brands that comes with various features like Cash drawer, Pole Display & Card Reader. Retailers face lot of challenges in today’s competitive world, towards that setting up of specific tills for fast check out, multiple department slip entries finally made as single bill setup counter specific tenders etc User defined tender types
dle the day operations efficiently Retail Excel POS helps the retailer to manage the day-to-day counter operations very effectively with trouble free and accountability. Control your store’s day open and day close functions Close session after proper accounting by cashiers
Counter View for the supervisors to see the liability of the counter.
Blind counter handover. Payment in and Payment out to manage cash in the counter. Footfall Analysis; which allows you to analyze your sales against footfalls entering the store. This can also be integrated with any hardware.
Point of Sales
Can be operated on a single machine or as part of a LAN.
Power-off recovery – For abnormal closure of the program, the system gets back to the last point before the failure in billing
Access to programs is controlled through security definition.
Sales Audit function helps to identify discrepancies quickly and take necessary actions to regularize them.
Promotions are automatically applied.
Price updates are automatically triggered on the given date.
Customer category price is automatically applied if a customer code is chosen else default it to Retail Price.
Facility of defining Counter specific business rules
Flexibility of setting up Tender Preferences at each counter – i.e. defining tenders for each counter, e.g.
Point of Sales
Customer category price is automatically applied if a customer code is chosen else default it to Retail Price.
Facility of defining Counter specific business rules
Flexibility of setting up Tender Preferences at each counter – i.e. defining tenders for each counter, e.g. some counters can be cash only, others with cash as well as credit card
Credit Note Business Rule Definitions
Point of Sales Sales Type
Normal merchandise sales Gift voucher sales Layaway Sales
Capture Item details through
Bar code scan Keyboard entry Lookup Search
Item billing possible even if system shows zero inventory (customer gets the product from the shop floor)
Payment Mode: Multiple Tenders – define your own tenders
Cash Foreign currencies Travelers Cheques (TCs) Credit Cards Debit Cards Credit Notes Bank Cheques
Point of Sales
Supports split payment in Multiple Tenders during invoice settlement
Supports rounding off of tender
Support Credit Sales:
Sales Return and exchanges
Selling to a named account on credit. The system checks for available credit limit before completing a credit sale
Exchanges in POS Billing Transaction Screen Negative Final Bill Value for exchanges if enabled Bill refund with or without reference (Bill numbers) Refund by cash or credit notes Capture reason code for refunds and exchanges Price change allowed in returns, if enabled
Bill Cancellation Facility
Tracking of cancelled bills for fraud detection Authorization required for ongoing bill cancellation, if enabled
Point of Sales Interfaced with POS External Hardware. machines
Supports all standard POS and POS accessories. O-PoS Standard supported Cash Drawer Pole Display Support 40 column DMP / Thermal Printer Support Weighing Scales
Power off Recovery
Eliminates re-entry/re-scanning of bill completed halfway.
Lookup Search Facility
On Customer On Item
Bill Hold & Refresh Feature
Allows for suspension / Holding and retrieval of bill at a later stage. Multiple bills can be held simultaneously – no limit to number of bills
Point of Sales Sessions management for Single and Multi Till environment
Staggered counter opening or closing Round-the-clock, 24-hour counter operations Shift operations Float Declarations on counter open Instant Counter views available to the supervisor Facility of tracking Payment In / Payment out
Day Management
Day management enables you to define business start time and close time for a business day. Multiple session management in a single day available for single or multi till organization.
Multiple promotions supported
Supports line level discounts Supports bill level discounts
Ability to change Price of an item in the billing screen
Facility of doing authorized Price Changes All price changes tracked
Point of Sales
Linking sale to Salesman (both item-wise as well as bill-wise)
Additional charges in Billing
Bill Printing
Bill clearly marked as Duplicate Bill Log files maintained for duplicate bills printed
Footfall Counter
Standard 40 column format Invoice printing on 40/80 column printers Customizable Header and Footer messages (5 lines each) Multiple copies of bill printing, if enabled
Duplicate Bill Printing
Supports up to 10 additional charges. e.g. Gift wrapping, home delivery etc
Enables you to define periods to capture footfall, and enter no. of footfall in those periods to help you evaluate footfall sale ratio.
Packing Slip
Enables you to generate multiple packing slip at time of sale and then merge multiple slip to a single sale bill without rescanning the products.
Retail Excel – Reporting • • • • •
Report Viewer: MIS reports on all the functions. Pre defined 80+ reports All reports has the facility to filter with any of the classification Reports can be exported to PDF, Excel, CSV etc..
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Retail Excel – Data Transfer •
Manual as well as Automated data extraction supported.
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Manual (through floppy or mail) or Automated Mail transfer of data (scheduled mail transfers)
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Data extraction and transferred modes set individually for every branch.
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Encryption algorithms to prevent unauthorized data manipulation and ensure high security of data. Copyright 2007, Polaris Retail Infotech Limited
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Compression algorithms for compacting data to ASCII flat files for excellent space utilization.
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Each data is audited (identified by unique tag numbers) and the transferred data is logged separately
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The logged data is maintained till the source branch receives the acknowledgement from destination branch.
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Any unsuccessful data can be re sent to the destination Copyright 2007, Polaris Retail Infotech Limited branch using the same tag.
Any Questions ? •
What are you looking for ?
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Contact our Retail Specialist
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