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Retail Management Solution
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Agenda Overview Business Architecture iVend Enterprise
Management Console iVend POS Reports and Inquiries iVend Promotions
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Overview End to End Retail Management Solution
Seamless and deep integration with SAP suite of Business Management Applications Highly scalable From single store to hundreds of stores across geographies Ease of deployment, use and maintenance Low Cost of Ownership
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Successful in all Retail Verticals
Challenges in Retail Seamless integration with Standard Business Management Applications Inventory control & Replenishment Loss prevention and Control Customer Management & Loyalty Comprehensive Price & Promotion Management Maintainability & Scalability to respond to business changes Electronics Apparel Footwear Optical Sports Book Stores Specialty Supermarket Wine Shop
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Deployment Landscape on Cloud
iVend eCommerce iVend Passes iVend Dasboards ERP Application using iVend APIs for integration n Number of Stores APIs iVend Mobile POS Enterprise and Store Business Functions iVend Cloud iVend APIs Via Internet Store Operations Store 1 LAN iVend POS Store 2 iVend Store Server
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iVend Customers VENEZUELA CANADA USA AUSTRALIA PAKISTAN INDIA
Sporting goods 22 POS and 22 stores 15,000 transactions in a day over several 15 minute intervals between hockey game breaks Retailer of sports shoes and apparel Global retail expansion of 150 stores 30 Stores and 63 Point of sale terminals Specialty Retail stores with a smart collection of hand-picked fun ways for all ages. Multi Product Store across Canada and USA Store setup across 120 locations with 120 POS terminals Electronic store processing over 18,000 transactions per day Over 100 Point of Sale Terminals VENEZUELA CANADA USA AUSTRALIA PAKISTAN Supermarket processing 25,000 transactions per day 124 Point of Sale Terminals 3 Stores/ 145 POS processing 50,000 transaction per day Supermarkets with over 200 thousand SQ Feet INDIA
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iVend Retail – Management Console
Licensed Component User based license Ease of use Similar interface for Head office operations and Store Manager Head Office functions Definition & Setup of Retail Enterprise Master Data Management & Configuration Pricing & Promotion Management Store functions Till definition & Management Roles & User Rights Transaction Management with HO and other stores Local Purchase & Expense Management
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iVend Retail – Enterprise
Configured at the head office Integrates iVend processes with core business management application Gets configured as a combination of database and Integration & Replication services Allows head office users to define, setup and control the Retail Enterprise Stores User Rights Promotions & Schemes Other Retail Settings iVend Retail deploys two services Integration and Replication Replication service used to replicate master and transactional data across the Retail Enterprise Integration service used to integrate transactions between iVend Retail and the business management application User configurable frequency for these services Service Manager, which appears in the system tray allows monitoring of these services Integration monitor displays all messages related to integration – also allows downloading error messages (if any)
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Merchandise Hierarchy
Logically group items into a merchandise hierarchy for effective planning Define upto 15 hierarchical levels in an hierarchy Merchandise Hierarchy in iVend Retail allows to: Define multiple Merchandise Hierarchies in the system Attach more than one Merchandise Hierarchy to individual products Top down reporting at all Merchandise Hierarchy levels
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Replenishment Planning
Available for execution at Store or at the Enterprise Generate recommendations for stock transfer or purchase orders Take into consideration Minimum level Replenishment sources Order multiple Pack size/UOM Lead time
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Inventory Costing Allows retailers to provide monetary value for items that make up their inventory Standard Costing feature to determine product profitability Inventory Costing is available to retailers using iVend Retail as a standalone application (Unplugged) without integration to an ERP system
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Stock Management with Handheld Devices
Manage store inventory using a handheld device running Windows Mobile OS version 6.0 or 6.5 Transaction types: Good Receipt PO Stock Transfer Shipment Receipt Item Lookup Stock Management Goods Issue Goods Receipt Goods Return to Vendor Stock Take
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Sales Forecasting Sales Forecasting model with automatic “best pick” option Sales Forecasting can be consumed in replenishment planning Generate forecasts based on Product Product group Product categories Merchandise hierarchy
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iVend Dashboards Fully interactive business intelligence dashboards
Drag & drop feature to create dashboards in record time Can be viewed from iVend management console/ any standard browser using the iVend web viewer
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Visual Query Builder Visual query builder helps in creation of Adhoc reports using SQL queries The functionality helps user in writing queries by selecting data tables and then linking them by using drag and drop functionality
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iVend SMS Integration Act on Demand
Allows user to interact with the Retail application via SMS User can request a report or output of a database by sending an SMS to a long/short code System accepts the incoming SMS and sends out the desired report through Retailers can send SMS Notifications to loyal customers Integrated for Monitoring Performance C-level executives can query the system by sending keywords to receive canned reports Essential tool for proactive decision making & tracking store’s performance Clubbed with integrated report scheduler, it provides the flexibility to receive timely scheduled reports or act-on-demand basis SMS Gateways for outbound SMS communication Nexmo SMS Global ClickSend ClickTell
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User & Security Management
Define & Assign security roles & the rights associated Assign security roles to users Define employee positions such as sales executive, cashier, store manager etc. Time clock management Define Reason Codes which can be attached to transactions to prevent pilferages & losses
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Inventory Management Setup Product database for standard, serialized, batch managed, kit, assembly and non-inventory items or download from the core accounting / ERP Application Items can be marked as non-refundable Store and track offline inventory Create, manage, build and break down kits at individual stores Create and manage assemblies at individual stores Define Open Items which can be used with price override Track items by serial and batch numbers Support for variants of the product Multiple Unit of Measurement Barcode Masking
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Stock Transfer and Local Purchasing
In Store Transactions Stock Transfer Create Stock Transfers between stores or between stores and head office warehouse / distributions centers Local Purchasing at store Create purchase order for local vendors at stores Local purchase orders are automatically synchronized with core accounting / ERP Application Receive stock against local purchase orders which are automatically synchronized in core accounting / ERP Application as PO based Goods Receipt
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Goods Receipts & Issue Goods Receipt Goods Issue In Store Transactions
Receive stocks against Purchase Order or without Purchase Orders (not based on POs) Receive items by scanning them Goods Issue Issue stocks based on Sale / transfer shipment or without any base transaction (typically for in-store consumption
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Requisition Management
In Store Transactions Requisition Management Raise stock requisitions to head office or to other stores Requisitions can be consolidated in a single stock transfer shipment All requisitions can be managed centrally from the Head Office
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Inter-Store Transactions & Cycle Counting
In Store Transactions Inter-Store Transactions Visibility of stock across the retail chain Book orders to be fulfilled by other stores Perform sales refund from any store Cycle Counting / Stock Take at store Perform physical inventory counting at store Barcode scan file can be imported to reconcile inventory Perform stock take using barcode scanners
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Pricing & Promotion Management
In Store Transactions Tax Exclusive / Tax Inclusive Pricing Discount Groups: Define discounts for Business Partners based on Store specific pricing Item Groups Item Manufacturers Special Prices for Business Partners Define discounts based on: Period and Volume Discounts Manufacturers Promotion based on sale totals Setup Events for grouping reports by events Happy hour based promotions
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Loyalty Management In Store Transactions
Setup and manage multiple loyalty schemes which assign points on customer purchases Define ageing criteria for loyalty points Redeem loyalty points against new customer purchases Loyalty points can be redeemed across the network of stores Customers can be informed about their points via , text messages, etc. Facility to define group memberships Store manager can override expired points Intuitive operational and business reporting
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Centralized Gift Card and Voucher Management
In Store Transactions Four (4) types System Generated Pre – Printed User Defined Gift Cards can be defined at the Enterprise Level and also at the Store level Gift Cards can be scanned or swiped at the POS Gift Cards balances are replicated all across the retail network Gift Cards can be: Issued / sold at POS Recharged Can have a cash back Redeemed
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Up Sells & Alternative Items
In Store Transactions Assign item substitutes and up sell items Up sell and alternate item recommendations automatically pop up on the POS
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Layaway Management In Store Transactions Create and maintain flexible layaway plans by defining Installment count Minimum installment count Maximum installment count Configurable Inventory issue method At layaway booking At layaway delivery
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Cash and Till Management
In Store Transactions Create and track the cash being disbursed and collected from each POS from the start to end of each day Maintain opening balances for each POS Ensure till counts at various stages Helps in auditing and reconciling the till amounts Record Till Count variance and post variances to the core accounting / ERP application
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Labels and Receipts In Store Transactions Choose from a pre-configured industry standard labels User customizable receipts Print custom messages for select users, user groups, items and item groups Specific remarks can be added for specific items Design your own Item Label templates that can be saved and further used for printing item Labels
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Quick Button Panel In Store Transactions Choose from a pre-configured industry standard labels User customizable receipts Print custom messages for select users, user groups, items and item groups Specific remarks can be added for specific items Design your own Item Label templates that can be saved and further used for printing item Labels Operator can customize panel for swift operations Add or remove buttons whenever required Choose the size and color of fonts Lower response time at POS
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SAP BUSINESS ALL-IN-ONE AND SAP BUSINESS ONE
Integration SEAMLESS INTEGRATION SAP BUSINESS ALL-IN-ONE AND SAP BUSINESS ONE
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INTEGRATION THROUGH APIs
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iVend Retail – Point Of Service (POS)
Licensed Component Licensed per POS (terminal or mobile) Connected to iVend Management Console at the store Connection only over LAN High levels of flexibility in usage User specific settings possible on different tills Create teams and assign them to tills Multi – language support at the till
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Multiple Transactions & User Interface
iVend POS – Transaction Processing iVend POS can be used with both Keyboard and Touch Screen equipment Sale Sale Return Sale Exchange Sales Order booking / Order fulfillment Transactions supported on iVend POS Quotation / Convert quotation to Sales Order or Sale Layaway booking/ fulfillment On Account Payment Capturing Lost Sales
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One transaction (Multiple Types, Fulfillment, Kits, Suspend & Voids)
iVend POS – Transaction Processing Support for multiple transaction types in a single POS transaction User can execute a Sale, Sale Return, refunds, etc. in a single transaction Attach fulfillment plans to Sales or Sales Order lines Build or Break down Kits in real-time on the POS Suspend and recall transactions Void items or the complete POS transaction
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Gift Receipts & Multiple Sales People
Print Gift Receipts to be given with gift items Attach multiple Sales Persons to a Sale Track and redeem customer loyalty points
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Visibility Across Stores
iVend POS – Transaction Processing Visibility of inventory for all stores and warehouses at the POS iVend POS offers real time inventory control Automatic Barcode determination at POS follows a sequence of methods in attempting to resolve: Barcode to a product A card swipe to a customer/security user
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Customer Credit & Automatic Price Determination
Display customer balance and credit limit on the POS Automatic price determination at POS Automatic Tax determination at POS Override price, discounts and taxes on the POS Easily look up quantity on hand and item attributes, as well as display a picture Easily manage / create customer records from the POS
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Overrides & Reason Codes
iVend POS – Transaction Processing Item description override on POS Used for selling open items and special order items tied to a single item master record Attach reason code to transactions POS user can be prompted for a reason code for executing a specific transactions Add sale level comments at the POS These comments can be printed on the receipt
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Manager Override Scenarios
Manager override for following scenarios: Price Override at the item level can be done beyond the Price Override Limits Discount override at the item / sale level can be done beyond the Maximum Discount allowed Manager can unlock the POS once it gets locked on reaching the tipple point Customer credit limit override
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Multiple Payment Types
iVend POS – Transaction Processing Payments on the POS can be made by the following tenders: Cash Credit Card (both online & offline authorization) Debit Card Check Travelers Check Voucher On Account – This special tender enables the user to leave advance payment Gift Card Loyalty Points Custom tender – This special tender allows businesses to define their own financial instruments and control their integration with SAP Business One
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Multiple Payment Means
iVend POS – Transaction Processing Secure Credit Card authorizations: Eliminate losses due to unapproved or unauthorized credit card transactions Support for the following Credit / Debit cards: Master Card Visa Amex Diners Club Discover JCB Others – Payment by cards other than the above Collect payments by multiple tenders in the same transaction Transaction payments can be staggered across multiple transactions Ability to print multiple payment receipts. Credit card receipts are to be printed twice, signed in duplicate
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Cash Management iVend POS – Transaction Processing Create and track the cash being disbursed and collected from each POS from the start till end of each day Maintain opening balances for each POS and ensure till counts at various stages Perform Cash In/Cash Out for the till at the POS Facility to book petty expenses at the POS Detailed Tender Counting for Credit Cards/ Debit Cards/ Voucher/ Check / Travellers Check
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Reporting Capabilities
iVend Report Writer iVend Dashboards Reports using Crystal Reports Query Builder – for ad hoc reporting iVend Web Viewer for viewing dashboards on the Internet or mobile devices Report scheduler to send canned reports on a pre defined frequency
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User Friendliness Touch Screen and Dual display capabilities
2 Click to Sale Multiple transaction type support Quick Buttons Panel Define the shortcuts in the system for changing the discount & quantities Alert for promotions Change the captions of the entire system from User Interface Show the customized product and customer information on the main screen Change the sequence for the search options Search as you type on the search screen Alerts for Hazardous material Intuitive dashboards Apply validations on data entry screen fields Adding the custom reports User Defined Messages and Wording International capabilities with user definable language support
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Secure Accesses iVend access the database using SQL Server authentication Username and Password for SQL authentication is saved in encrypted format in the application configuration file After authenticating SQL database credentials, logged-in user credentials also get validated from database iVend user credentials get saved in iVend database in hashed format
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Types of Promotions iVend Promotions Discounts Free Goods
Bonus Buys (Multi-Deals) Types of Promotions
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Some Other Examples BUY 3 T-SHIRTS FOR $100 ONLY
BUY 3CDs for the PRICE Of TWO BUY ANY 3 ITEMS from the Apparel & Footwear category GET 10% Off BUY 1 SHIRT and an Aftershave and GET 10% Discount on Deodorant BUY 3 Shirts GET 50%Off on the lowest value shirt BUY 3 T-SHIRTS FOR $100 ONLY
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Hardware & Software Requirements
Processor 1 x Intel Xeon E3 (or equivalent) - For up to 30 stores 2 x Intel Xeon E3 (or equivalent) - For more than 30 stores Memory 4 GB - For up to 5 stores 8 GB - For up to 20 stores 32 GB - For more than 20 stores Hard Disk Space Minimum 5 GB in System Partition Minimum 15 GB in Data Partition Operating System Windows Server 2008 R2 64 bit Windows Server 2012 R2 64 bit Database Server Microsoft SQL Server 2008 R2 64 bit Microsoft SQL Server bit
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Customer Support CitiXsys Knowledge portal 24X7 support portal
, web based and remote access support 24X5 level 3 support Hierarchical Support Access (a partner can see support tickets for all his customers) CitiXsys Knowledge portal
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Each office has sales & delivery capability
Global Presence Hundreds of partners across these regions North America 4 offices Latin America 2 offices MEA 1 office Asia Pacific South Asia Southeast Asia Europe New York | Mexico | Panama | Nairobi | London | Dubai | New Delhi | Singapore | Sydney Each office has sales & delivery capability
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Global Footprint USA - New York One Rockefeller Plaza,
11th Floor, New York NY 10020 USA T: F: E: newyork [at] citixsys.com Mexico - Guadalajara Av. De las Américas 1545, Colonia Providencia Guadalajara, Jalisco Mexico T: F: E: mexico [at] citixsys.com India - New Delhi A-24/5, MCIE Mathura Road New Delhi India T: F: E: newdelhi [at] citixsys.com USA - Chicago The Merc, West Loop, 22nd Floor 30 South Wacker Drive Chicago, IL 60606 USA T: F: E: chicago [at] citixsys.com Panama - Panama City World Trade Center, 53rd Street, Marbella, 1st Floor, Commercial Area, Panama City, P.O. Box T: F: E: panama [at] citixsys.com Australia - Sydney Tower 2, Level 20, 201 Sussex Street, Sydney NSW 2000 AUSTRALIA T: F: E: sydney [at] citixsys.com USA - New Hampshire 1 Tara Boulevard Road, Suite 200, Nashua, NH 03062 USA T: F: E: newhampshire [at] citixsys.com UK - London A2 Yeoman Gate, Yeoman Way Worthing, West Sussex, BN13 3QZ United Kingdom T: F: E: Southeast Asia - Singapore 120 Telok Ayer Street, Singapore T: F: E: singapore [at] citixsys.com Canada - Toronto 2425 Matheson Blvd. 8th Floor, Mississauga ON L4W 5K4 CANADA T: F: E: toronto [at] citixsys.com UK - London Office 45, Couching House 1High Street Watlington Oxfordshire OX49 5PX United Kingdom T: F: E: Middle East- Dubai 308, 3rd Floor, EIB 05 Dubai Internet City,P.O.Box: Dubai UAE T: E:
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For more information: sales@citixsys.com www.citixsys.com
Knowledge.citixsys.com
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