1. © Tally Solutions Pvt. Ltd. All Rights Reserved 1 Shoper 9 POS Single Store Implementation October 2009

2. © Tally Solutions Pvt. Ltd. All Rights Reserved 2 Objectives  Need for implementation  Phases of implementation o Presales ▪ Product Demo Topics o Understanding Customer Requirements o Installation, Configuration and Testing ▪ Install and Implement Shoper 9 ▪ Interface requirements o End User Training ▪ Help and Support o Post Implementation Activities  Aids for Implementation o Tools o Supporting documents o Product Support

3. © Tally Solutions Pvt. Ltd. All Rights Reserved 3 Introduction  A single store is a unit where the retail activity happens in a single physical location  A successful Shoper 9 implementation ensures that the customer benefits from use of the product and also meets the business requirements  Ensures the customer is able to track, monitor and improve the business activities  This presentation outlines the entire process of implementation from the initial stage of presales till the installation of Shoper 9 and training the customer in using it  Some best practices to be used in a single store implementation are also mentioned

4. © Tally Solutions Pvt. Ltd. All Rights Reserved 4 Need for implementation  Analyse customer’s requirements  Map customer’s requirements  Use implementation tools for o Better interpretation of customer requirements o Faster implementation o Easier imparting of knowledge (training) o Ensuring a satisfied and happy customer

5. © Tally Solutions Pvt. Ltd. All Rights Reserved 5 Phases of implementation  Presales  Understanding Customer Requirements  Installation, Configuration and Testing  End User Training  Post Implementation Activities

6. © Tally Solutions Pvt. Ltd. All Rights Reserved 6 Presales  First phase of the activity to understand the business of the Store/Showroom o Meet with prospect, educate and create interest in Shoper 9 o Highlight Tally as a leading Software Solutions Provider o Understand prospect’s current business practices and processes o Project Shoper 9 as a comprehensive product solution to match requirements o Explain the capability of Shoper 9 to integrate with other applications (3rd party applications), like CRM, Tailoring software, ERP, etc. o Discuss technical and commercials of the offer

7. © Tally Solutions Pvt. Ltd. All Rights Reserved 7 Presales o Arrange for a product demo highlighting important features  Define catalogues  Use of different payment modes to settle bills  Inward of stock items through physical verification, PT Files loading (if applicable)  Record cancellations, returns and exchange  Create purchases (includes creation of POs) and subsequent inwards of stock items using PT, PDT files  Generate sales related reports

8. © Tally Solutions Pvt. Ltd. All Rights Reserved 8 Presales  Record Goods Returns  Create cash receipts and payments  Generate stock related reports  Generating cash reports  Create bills, cash & credit, product & service  Housekeeping activities- Backup, Restore, DB tuning, Temp files deletion  Create customers on fly  Day close and Day begin  Other functionalities as discussed with customer  Ascertain demo feedback The decision by the prospect to place an order with us is made at this stage.

9. © Tally Solutions Pvt. Ltd. All Rights Reserved 9 Presales o Communicate effort estimation for 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. o Agree with the customer on the final scope of work and its expectations.

10. © Tally Solutions Pvt. Ltd. All Rights Reserved 10 Presales  Additional points to be considered in this phase: o Contact Tally Solutions for clarity when major gaps exist between Shoper 9 features and Customer requirements o Appraise the customer on customisations for meeting specific business needs, if required  Identify exact requirements  Communicate the scope of work  Provide the cost of customisation

11. © Tally Solutions Pvt. Ltd. All Rights Reserved 11 Understanding Customer Requirements  Gather more information on customer requirements using the document, Requirements Study and Configuration Tool. Refer the document, How to use the Requirements Study and Configuration Tool as a guide to use the questionnaire  Plan for the implementation after the analysis of customer requirements  Contact Tally Solutions Pvt. Ltd., if the customer has specific requirements outside the current features of Shoper 9 All supporting documents needed during implementation will be made available with the implementation guide.

12. © Tally Solutions Pvt. Ltd. All Rights Reserved 12 Understanding Customer Requirements  Install and Implement Shoper 9 o Finalise implementation activity list (Refer file, Effort Estimation Tool and Checklist for Single Store Implementation.xls) o Check if the recommended hardware and software are in place o Agree on the Item Master classifications in consultation with customer (Refer file, Help on Item Master Mapping for more information) o Use the standard business template and complete installation of Shoper 9

13. © Tally Solutions Pvt. Ltd. All Rights Reserved 13 Understanding Customer Requirements  Install and Implement Shoper 9 o Configure the system parameters o Perform activities mentioned in the activity list, for example, configure printers, bill printing, define barcodes, etc. o Activate Shoper 9 licence o Finalise customisation requirements with customer, if any

14. © Tally Solutions Pvt. Ltd. All Rights Reserved 14 Understanding Customer Requirements  Interface Requirements o Identify the interface requirements with Tally.ERP 9 and other software, if any (Refer Interface of Shoper 9 with Tally.ERP 9.pdf) This activity may also happens after the product implementation. Then the actual process of effecting the interface with other software applications like Tally.ERP 9, etc. starts.

15. © Tally Solutions Pvt. Ltd. All Rights Reserved 15 End User Training  Provide initial training on required aspects/options of Shoper 9 in the lines of the presales demo  The training consists of, o Defining catalogues o Barcodes printing & tags o Purchases, Inwards, Stock take (for existing store) o Day close and Day Open o Billing, Cash related transactions (if applicable), Reports, Housekeeping & Setup If the store plans to receive the master data electronically, the training will start from Purchase, Inwards phase.

16. © Tally Solutions Pvt. Ltd. All Rights Reserved 16 End User Training  Help and Support o Educate the customer about the use of: ▪ Shoper 9 Help file and documents on the website ▪ Tally Support Centre ▪ Control Centre ▪ Support by Partners - Role as a primary support person ▪ Annual Maintenance Contract ▪ Call Centre - L1 support ▪ Customisation and Extension framework ▪ Best practices in the use of Shoper 9  Implementation of Shoper 9 in a single store can be extended to a chain store, if required

17. © Tally Solutions Pvt. Ltd. All Rights Reserved 17 Post Implementation Activities  Take a sign-off (confirmation from the customer that implementation has been completed) after filling the Effort Estimation Tool & Checklist for Single Store Implementation.xls  Provide initial phone support to ensure customer is comfortable and confident with the use of Shoper 9  Persuade the customer to sign the Annual Maintenance Contract for continuous support  Equip the customer to troubleshoot problems at the initial stage

18. © Tally Solutions Pvt. Ltd. All Rights Reserved 18 Aids for Implementation  In the presentation, information was provided on: o Tools o Product Support  You can find more information in the document, o Shoper 9 POS Single Store Implementation on the Partner Portal

19. © Tally Solutions Pvt. Ltd. All Rights Reserved 19 Questions & Answers

20. © Tally Solutions Pvt. Ltd. All Rights Reserved 20 Thank you