SRS Technical and Functional Description en
SRS Technical and Functional Description en
Management System
A Technical and Functional Description
February 2013
SingularLogic Retail System Release 2 - A Technical and Functional Description
CONTENTS
INTRODUCING THE SINGULARLOGIC RETAIL SYSTEM ............................................................ 5
THE STRUCTURE OF THE PRODUCT................................................................................................. 6
INTRODUCTION ......................................................................................................................................... 24
FUNCTIONALITY ....................................................................................................................................... 24
Selling .................................................................................................................................................. 24
Payment ............................................................................................................................................... 26
INTRODUCTION ......................................................................................................................................... 30
FUNCTIONALITY ....................................................................................................................................... 30
SRS/FO-KERNEL MODULE .................................................................................................................. 32
INTRODUCTION ......................................................................................................................................... 32
FUNCTIONALITY ....................................................................................................................................... 32
ADDITIONAL SRS/FO MODULES ....................................................................................................... 41
PoS Functions...................................................................................................................................... 53
SRS/BO-BASIS MODULE ....................................................................................................................... 55
INTRODUCTION ......................................................................................................................................... 55
Ordering .............................................................................................................................................. 59
Introduction ......................................................................................................................................... 64
Additional functions............................................................................................................................. 65
SRS was developed by the leading Greek business software manufacturer and is the outcome of
many man-years of effort incorporating the extensive experience of SingularLogic in designing
and building technologically advanced and operationally robust IT systems. In addition to the
"traditional" features of a state-of-the-art product (user-friendliness, rich functionality,
scalability etc.), SRS possesses all those special features required for the very demanding retail
environment, something that makes it one of the most advanced systems of its kind available
in the market today. Designed to provide the utmost reliability and information availability
combined with absolute deployment simplicity and unsurpassed flexibility and functionality,
SRS guarantees the quickest sales transaction turn-around, as well as the dependable handling
and automation of all the other in-store functions and operations of Front and Back Office
under the most adverse and intensive conditions.
In contrast to the majority of the systems in the market today, SRS is not a monolithic "shrink-
wrapped package". Furthermore, all current and future application functions are not
implemented as an "afterthought", but belong to a well-planned and consistent system
architecture that incorporates a future-proof basic design which encompasses virtually every
different vertical functionality front-end requirement in the retail business. The extensive
functionality of the main module (SRS/Front-Office) is supplemented by a series of
environment-specific extensions (e.g. for food supermarkets, cash & carry, convenience and
department stores etc.) or by "horizontal" sub-modules that provide, for example, full
automation of the store's warehouse tasks, special functionality of data keeping and
monitoring related to customer loyalty etc.
Despite the huge effort invested in designing and implementing the system, the nature of its
target environments demands constant functional enhancements, both in the standard system
(version and release), as well as in the customer specific modifications and enhancements.
Given the fact that SingularLogic is by itself a large corporation and a member of one of the
largest Group of companies in the country, it may not at first appear to be a dynamic and
responsive partner. On closer examination, it becomes evident that this in fact is one of the
strongest points of SRS. SingularLogic is one of the very few companies that consistently
displays a proven capability to bring its great flexibility and development capacity to bear when
addressing exactly these kinds of customer special demands and requirements.
One of the most important features of SRS is its capability to manage simultaneously numerous
stores with multiple warehouse locations (or «virtual» shop-in-shop stores) for each store, as
well as its fully multi-currency and multilingual operation features.
Finally, it should be stressed from the beginning that, the SRS mission is to provide full
operational and fiscal coverage for the needs of the stores (branches) exclusively, and not for
the needs of the enterprise as a whole. These are covered by the specialised for retail stores
Warehouse, Purchase, Sales and Central Counter modules. All other business needs (Financial
Management etc.) are covered by other central Information Systems (e.g. ERP), which
interchange data with the systems of the stores at regular intervals.
The three modules mentioned above constitute the minimum structural elements, necessary
for every installation of SRS. Licenses for SRS/FO-PoS and Com are combined and they are
charged per PoS, while those for SRS/FO-Kernel are charged per Front-Office PC.
Besides the basic and compulsory SRS/FO configuration, a series of modules are also available
which extend the functionality of the system, whenever required.
SRS/BO integrates and extends the automation of all store procedures at the points located
«behind counters». The main functions of the basic SRS/BO-Basis module are the following:
Licenses are charged on the basis of the total number of PC's using the system.
The additional SRS/BO-Handheld Terminals module automates a wide range of store functions
regarding orders, receipts and warehouse (e.g. inventories) and in general the transfer of goods
using portable terminals1. It consists of the necessary communication functionalities with the
terminals (upload – download) and their respective software, developed entirely by
SingularLogic. Licenses are charged per portable terminal.
A series of other modules will be added in the future in order to cover specialised needs of
vertical markets back-office (e.g. fast-food restaurants, petrol stations etc.).
A typical SRS installation includes a number of SRS clients at the customer’s central offices.
These usually comprise PC’s with SRS/FO-Kernel used in a variety of reporting, controlling and
IT-related work. Apart from SRS/FO-Kernel itself, SingularLogic deploys the SRS/HQ product
that can be used for the following specialized tasks:
PoS screen design and management. SRS/FO-PoS has the capability to work
as a Graphics-intensive terminal that can be touch-enabled (or not) and can also
employ a second customer-facing graphics screen. All screen elements are user-
defined and SRS can support different screen layouts for each PoS
1
For portable terminal types that are supported, see System Requirements p.66. Contact SingularLogic for the last updated list of
models and types.
existing ones. He can mix and match existing campaign elements to speed-up
campaign creation
SRS/HQ is a native SRS client and all the above tasks are performed on the same database,
ensuring the same level of trouble-free, automatic communications with all stores as for the
SRS/FO-Kernel functions.
Hand-held terminals
The installed SRS computing power and availability features can be enhanced by using
commercially available RAID devices, or by separating the various modules to run on different
machines. It should be stressed that in case of server or LAN failure, the SRS/FO-Com
middleware module guarantees absolute fault-tolerant and uninterrupted operation of PoS,
since all the data required for the sales procedures are continuously and automatically copied
to every PoS terminal local hard disk. The only limitation in such an unfortunate situation is the
lack of continuous data synchronisation between Server and PoS clients, something that occurs
fully automatically and transparently to the end users when the breakdown or damage is
resolved. Of course, this feature can also be exploited in order to add extra and network-
independent PoS to the store to cope with, for example, Christmas period peaks or support
special outdoors promotions. In the figures that follow, three different SRS configurations are
presented.
In the first case, we see a very simple installation consisting of a server and a number of PoS
terminals and electronic scales. All the store management functions as well as invoice issuing
are performed at the server. The selling goods and payment procedures always take place at
the PoS terminals.
The second example presents a more complex installation with an additional PLU device fleet
(price-checkers), some wireless handheld terminals and two PC's. The first PC is installed in the
checkout area and is equipped with a printer and a scanner (a cash drawer is also possible).
This PC is a dedicated Invoicing station, justifiable in medium and large stores. With this
configuration, the invoices may be issued and paid for in three different ways:
1. Scan and pay at the PoS, print the invoice at any PC client
3. Scan, pay and print the invoice at the PoS using an extra local
printer if needed.
The second PC (Manager’s Station) is used in this case as a reporting and monitoring /
controlling workstation (used by the store's chief cashiers and managers). In addition, it has the
task of printing shelf labels.
SRS clients are equivalent stations of the network and have the same
rights and capabilities. By utilising the various security levels and user
roles provided, the system administrator can assign only the authorised
functions to each user. This also means that the roles of "Invoicing",
"Monitoring" etc., are completely interchangeable and customisable to
reflect the needs of the store at any given time. SRS imposes no
practical limits on the number of connected PC clients or PoS terminals.
The capability of the SRS/FO-Com middleware module to function in a distributed way (e.g.
over a WAN with various PoS terminals at different remote sites), allows for very flexible
system architectures. This provides the possibility of supporting many stores with only one
remote server. This implies minimum administrative and ownership costs.
These remote connections can either be permanent or on demand at the time when data
synchronisation is required to occur. Hence the costs of the two-way communication can be
controlled in an optimal way according to the varying needs of the enterprise and also can
cater for intermittent and low-quality internet-based connections. A number of different
configuration possibilities are available to meet these specific needs.
SRS is installed to a remote server, not just from the PoS terminal it supports, but also from the
central Information system at the headquarters. Another possibility is a "hybrid" store where
the server has under its control a number of local and remote PoS terminals. The presence of
SRS server at the headquarters implies that PoS clients are connected remotely (SRS/FO-
PoS&Com), but the rest of the Front & Back Office software runs connected directly to this
server.
Finally, in the case of very large installations it is possible to utilise a completely separate
database server so that, besides the safe handling of large amounts of data, it becomes more
feasible to use sophisticated third party tools to support the reporting, analytical, data mining
and other OLAP technologies.
It is not coincidental that over the years, SRS has successfully followed the emerging customer
requirements and needs, establishing itself as one of the most successful systems in this
specialised and mission-critical market segment. In the table that follows the main
characteristics of SRS and the resulting business benefits are summarised.
Based on open architecture platforms and Ability of two-way data interchanges with all types of
design principles corporate central system (ERP, SCM, CRM etc.)
Utilisation of the latest technological Interoperability with third party applications (e.g.
advances in software development tools and office automation)
techniques
Exploitation of all current and emerging e-business
Support of all widely accepted industry technologies (B2B and B2C), as well as EDI, Internet
standards etc.
Full horizontal and vertical scalability Optimum total cost of acquisition and ownership
Hardware (e.g. PoS) and system software No loss of investment value over time – selection of
independence hardware suppliers on the basis of quality and cost
Innovative, fault tolerant, middleware Full, real-time store controlling and monitoring
module between the server and PoS
terminals Ultimate system availability
Real-time data processing for all procedures Data security, integrity and accuracy
RDBMS-based data storage Quick and easy access to highly granular information
and high quality reports
Large, highly respected manufacturer Guaranteed roadmap and constant upgrade of the
product
The employment of advanced technological concepts and innovative ideas allows SRS to be
easily deployed in almost every type of retail environment or retail sale sector without practical
limits in the number of supported PoS terminals (from 1 to 100+), scaling and differentiating
the available functionality according to the customer's operating needs.
Finally, being a 3-tier resource driven system, means that SRS can be easily parameterised and
customised to particular, country-specific, functional, legal and language requirements.
At any case, the end-users are presented with a well-designed, sharp and effective graphical
user interface (GUI) at all levels of operation. The SRS/FO-PoS software and all its modules run
on Windows XP, Windows Embedded versions or Linux, SRS/FO-Kernel client software and
SRS/HQ support all Windows flavours and basic functions can be furnished in a special browser-
based client.
The applications development tool used for the SRS development is Embarcadero Delphi XE
both at the server and the PC and PoS levels. The web-based clients are written on the Ext JS
JavaScript framework. The most well-known market products can be used as the system's
RDBMS, while their advanced security, recovery and high availability features are
complementary to those provided by the SRS/FO-Com software. In the case of a separate
database server, any operating system supported by the RDBMS of choice can be used. The
two-way, low-level communications middleware is developed and proprietary to SingularLogic
and fully exploits the broadly accepted, industry standard TCP/IP suite of protocols.
The totality of SRS software is based on the architecture and technology used for the
development of SingularLogic applications, SAS (SingularLogic Application Server).
SRS is one of the first products developed using the software applications architecture of the
SingularLogic. The corporate philosophy regarding the design of technologically advanced
solutions at all levels (even at the lowest one, whenever required) is also reflected on
SingularLogic Application Server (SAS). The reason leading to the SAS development (in contrast
to the market ready-made solutions) may not be obvious; therefore, it would be useful to
present a short analysis, in order to achieve a better understanding of the advantages offered
by the system.
SAS IDENTITY
Since 2001, the R&D Division has initiated the design of the development platform that would
be used by the upcoming products of the Group. The requirements for this crucial system were
far-reaching and rigid and careful study revealed that a ready-made solution (such as
Microsoft’s DTC) could not be an option:
Expedited deployment
As mentioned above, the requirements for the new application development platform have
imposed its development within the Group. This decision makes SingularLogic one of few Greek
software developers that possess a proprietary infrastructure environment for the
development of 3-tier systems using distributed objects technology. As an additional benefit,
the need to obtain runtime licenses from third parties for the development and distribution of
any company product is eliminated, with evident advantages to the final customer.
Some regular features of commercial systems have been deliberately omitted, since SAS
focuses on supporting transparent representation, abstract network applications that make
extensive use of databases and / or other similar transactional environments. Put side by side
with other “distributed objects brokers”, SAS offers the same or more functionality regarding
these points, combining them with unsurpassed reliability. In this aspect, it is by far superior to
its “advanced”, “integrated”, “universal” competitors in the market.
The SAS implementation was based on the following two principles as far as portability is
concerned:
Obviously, the independence of the basic design paradigms was deemed more important than
the means used for their implementation.
For instance, the language (means) C++ is a widely popular tool with high portability
characteristics, but the possible use of COM+ technology in a system makes it fully dependent
to a single environment. The same would happen with a communication system based on the
"named pipes" protocol. Regardless of the programming language (means) used for its
implementation, the system cannot be ported to an operating system other than Windows.
The inherent SAS limitations are few since it was developed using the Delphi suite of RAD tools,
allowing its transparent use both in Windows and Linux environments. Certainly, business
objects that can be incorporated into SAS may be implemented in any language, provided that
this language supports communications via interfaces. SAS itself can be ported to any
programming language (syntactic translation) and operating system that supports object-
oriented development.
As mentioned above, SAS is a platform for the development of distributed objects applications
with special specifications. A comparison with DTC and CORBA or even with Enterprise
JavaBeans would reveal that none of the above systems cover the full spectrum of SAS main
features.
resources from its host (which can be even a simple PC). The core SAS requires
only 4 MB of main memory to operate. Certainly, the objects it serves may have
their own (increased) requirements, but this is clearly an application and not to
an infrastructure issue.
High performance. Due to the point above, SAS is also very fast. This is
achieved using «minimalist» solutions for protocols and user interfaces. In a
computer with a Pentium III/500MHz processor and 128MB of memory, SAS
achieves performance rates of 1,500 method invocations per second. This
implies that “real-life” system performance is limited only by the served object’s
optimisation level and RDBMS engine speed.
EMBARCADERO DELPHI XE
As the first RAD (Rapid Application Development) environment to help developers easily use
and create emerging industry standard Web Services, Delphi enables the rapid development
and deployment of applications using XML- and SOAP-based Web Services technologies. Delphi
Web Services technologies speed e-business by enabling companies to automate the secure
sharing and exchange of business information over the Internet.
Embarcadero Delphi is the only RAD environment that supports emerging industry standards:
XML, SOAP, WSDL and XSL. Delphi also supports emerging Web Services-based vendor
platforms like Net and Biztalk from Microsoft, and ONE from Sun Microsystems, while
providing the scalability and reliability that enterprise and Web developers require.
Borland/Embarcadero designed the new Delphi framework, including BizSnap, WebSnap and
DataSnap, to enable faster time-to-market by simplifying business-to-business integration.
Delphi helps users build server-side and client-side applications that support Web Services
specifications through a fully integrated set of Web Service enabled visual tools, advanced
compiler technology and re-usable software components.
Embarcadero Delphi delivers performance rich graphical user interface (GUI) clients for
customers' CORBA or Enterprise JavaBean (EJB) server applications. Using the RAD Studio,
development teams can build rich GUI clients for VisiBroker for CORBA and AppServer
applications for EJB technology. Delphi extends customers' EJB applications as Web Services
enabling them to provide business-to-business integration to their customers, suppliers and
partners.
In addition, Delphi developers can build single-source applications for both Windows and Linux,
which opens new opportunities and increases the potential return on development
investments.
SENCHA EXT JS
Ext JS is a GUI framework for building complex and sophisticated JavaScript applications. It
features it’s own DOM and CSS manipulation libraries, as well as utility functions, and it's own
JavaScript-like language. The language, xjs, is essentially JavaScript with macros.
Ext JS includes a set of GUI-based form controls (or "widgets") for use within web applications:
grid control (with both read-only and edit modes, sortable data, lockable and draggable
columns, and a variety of other features)
tree control
tab panels
toolbars
desktop application-style menus
region panels to allow a form to be divided into multiple sub-sections
sliders
vector graphics charts
Many of these controls are able to communicate with a web server using Ajax.
Version 4.0 of the Ext framework was released on April 26th, 2011. It includes a completely
revised class structure, a revised data package, an animation and drawing package that uses
SVG and VML, and revised charting and theming. It also includes an optional architecture that
provides a model–view–controller (MVC) style of code organization.
The design of SRS and the technology on which it is based provide unique characteristics to the
application and offer to system administrators and to simple users very important advantages:
Possibility of easy customisation for the full coverage of the current and
future customer needs.
SRS/FO-POS MODULE
INTRODUCTION
The SRS/FO-PoS software implements all the functions of the sales procedure and resides at
the PoS terminals. It is not required to be continuously on-line to operate properly. In fact, all
the data required for the sales procedure are copied to the PoS local hard disk. LAN or WAN are
used only for update / feeding of PoS clients with possible modifications of these data and for
the collection of sales transactions back to the server. In cases where flexibility matters most,
the SRS/FO-PoS software can be deployed in an off-line mode even for the entire trading day
(e.g. for outdoor sales) and be reconnected to the network after the store has closed, so that
data synchronisation is initiated. The appropriate data will then be exchanged with the server
automatically and in a completely transparent to the end-users manner, so that the PoS clients
continue operating normally without any operator intervention.
FUNCTIONALITY
SELLING
Item posting can be performed through the scanner or the keyboard using
the item ID, barcode or generic Department code, or with a single-key "previous
item auto-repeat" feature. Unknown (not found) item barcodes are logged to a
special file for further processing.
Coupon discounts (percentage or amount) can be given for any item in the
transaction (full item navigation or barcode search). Standard coupon barcodes
are automatically recognised. Option of manually entering the coupon quantity.
Coupon franking may be compulsorily required at data-entry time or at the end
of the sales procedure (en masse).
A special "Gift" key gives discount equal to one unit of the last item entered
(provided the item has the appropriate parameterisation).
Item return2
Down-payment2
Last line void, (corrective) operation for the whole line or for specific fields
(item, quantity, discount etc.). Also available for special lines (subtotal discount,
coupon, gift lines etc.). Supervisor authorisation and / or data-entry of a reason
code may be compulsorily required.
2
For more details see Page 2.
Subtotal printout at any time during item posting in order to effect fixed
amount or percentage discounts / surcharges or to enter a discount coupon
whose value must be spread evenly across all items. The subtotal of the receipt
is always visible on the cashier's screen. Possibility to print and display subtotal
values in different currencies (e.g. in EURO).
Total function at the end of item posting. Enters the tendering stage with
the option to backtrack and continue posting items, discounts etc. This total can
be printed and displayed in different currencies (e.g. in EURO).
PAYMENT
Cash payment, may or may not be allowed to exceed the total amount-due.
Foreign currencies are treated in the same way as the base (national)
currency. Change can be given in either the base currency or in any other
currency available.
Bank cheques behave in the same way as normal cash. Issuer code can be
logged by selecting from a drop-down list. Option to enter additional data.
Credit card payments through MSR (no keying necessary) or the keyboard.
Payments can be less than or equal in value to the final total of the receipt. The
Credit card type and issuer are automatically recognised and validated and the
expiry date is checked. The Credit card number and the holder name are logged
for further processing. Connection with EFT terminals is optional (via SRS/FO-
EFT Connect, not supported in all countries).
Club vouchers can be less than or equal in value to the final total of the
receipt. Voucher data is compulsorily entered. The Issuing authority code can be
selected from a drop-down list. Optionally, vouchers must / must not be
franked at the end of the transaction.
OTHER FUNCTIONS
A special "no-sale" key opens the cash drawer and logs (optionally) the
event in the PoS journal.
A "break" key puts the PoS in stand-by mode. The right operator password
should be (optionally) keyed-in in order to return to normal selling mode. This
operation can also be performed through a server-originated command.
Sales and way of payment reports can be printed for the current sales
period and / or the current cashier shift. Option of special foreign currency
reconciliation report.
Specially designed help-screen for all the main cashier functions may appear
at the touch of a single button.
Tender count function, which helps the cashier to easily reconcile the
drawer contents through a tender-specific counting method (e.g. denomination-
based, quantity-based or value-based).
3
The exact behavior of this function depends on country-specific requirements.
continued by pressing only one special hot key. The PoS can store many lay-
away transactions.
The "Shift-end" function indicates the end of the operator’s working session
and can be combined with the Tender count procedure (see above) and / or a
report printout.
DOCUMENT ISSUING
SRS fully supports the issuing of any fiscal or non-fiscal document required by the store, giving
the maximum possible configuration flexibility to the sales area (see also page 13). The
contents and the behaviour of these documents are parametrically defined and they can have
common or different user-defined form layouts (see "Document parameterisation ", page 36
for details). The printing of such documents can take place at any LAN-attached PoS or PC (SRS
Client), including the server.
All documents characterised as Sales documents are also included in all of the store's sales
reports, in the same way that PoS transactions are. All extra data fields contained in these
documents (e.g. Customer VAT code), are stored and transferred to the central system for
further processing.
Document creation and issuing at the PoS. The system fully exploits the
user-friendliness of the GUI, the query capabilities of the RDBMS and the
functionality of the attached peripherals to make the creation and issuing of
(fiscal and non-fiscal) documents as easy and as rapid as possible. The
transaction procedures and the system functionality at the PoS are the same as
those already described (see «Selling», page 24 and «Payment", page 26).
In addition, all SRS clients have the capability to run all or user-defined
subsets of the SRS/FO-Kernel module, including the management of all
document-related information and parameters (see «Document
parameterisation », page 36) and customer files (see «Business partners master
file data», page 35).
SRS/FO-COM MODULE
INTRODUCTION
The core functionality of the SRS/FO-Com software is to collect and store in the server the
transactions coming from the different points of sale, to manage and control all the PoS
terminals and other connected devices, as well as to send from the server (irrespective of its
location) to the PoS terminals all the global and/or specific parameters and data-sets (e.g.
items) of the system that are relevant to the sales procedure. These parameters and data can
be modified at any point, according to the then-current store operation policies. All
modifications made are sent automatically and transparently to the appropriate recipient - PoS,
where they are duplicated at the local hard disk. This ensures the fault-tolerant operation of
the system in case of a server or LAN failure. PoS clients, that for some reason (e.g. breakdown)
are off-line when these changes are made, will be updated the next time they connect to the
LAN, through the special fully automatic and fault-tolerant data synchronisation mechanism of
SRS/FO-Com. In this way, master file or parameter changes (e.g. price modifications) can be
part of the everyday routine of the store and since human intervention is minimal, the smooth
operation of the system is ensured at all times.
FUNCTIONALITY
Authorised users of the system can fully monitor and control the PoS operations in real-time.
Through the central control panel the current connection status of every PoS is displayed and a
repertoire of remote commands may be issued.
Data exchange control and fully automatic and transparent to the operator
synchronisation between server and PoS data (send parameters and master file
modifications - receive completed transactions)
Stand-alone operation (see also page 66). SRS/FO-Com has the capability to
operate remotely over a WAN, making SRS ideal for enterprises possessing
many sites with a small number of PoS per site. The server running the central
SRS software can be at an independent, remote location or even at
headquarters controlling all or groups of stores simultaneously. The
functionality of the system remains completely unaffected. The fact that the
PoS are served by a remote server is totally transparent to the cashiers. This
ensures:
An analytical «PoS status» display monitors all the PoS connection states
and activities, as well as other useful information (e.g. day / shift / cashier sales
totals etc.) in real-time, using special colour-codes.
Detailed system event log (audit trail), is kept, with user-defined level of
detail for the information to be stored (depending also upon the RDBMS
capabilities). This journal contains plain-language messages that help system
administrators and support personnel to diagnose system faults, greatly
reducing error resolution times.
PoS message handling. Messages coming from PoS terminals are displayed
and acknowledged here. Also, messages to a particular or all the PoS clients can
be sent.
Disconnect cashier
Prohibit usage
Re-boot
SRS/FO-KERNEL MODULE
INTRODUCTION
SRS/FO-Kernel’s main functionality refers to the management of store data and parameters.
The store manager or authorised personnel have the possibility to maintain all master and
auxiliary system files (e.g. item, customer file, etc.) and list-of-values tables (e.g. VAT rates or
categorisations) as well as general and special system parameters that correspond to current
store operation policy. SRS/FO-Kernel provides a wide range of lists and statistical reports
regarding sales and productivity rate of store operation procedures (e.g. cashiers productivity
etc.), providing the store managers with substantial statistical and other data that contribute
substantially in decision making.
FUNCTIONALITY
With its intuitive user interface, functional richness, robustness and comprehensive
adaptability characteristics, SRS/FO-Kernel software stands out as one of the most well
designed and implemented retail management systems.
In addition to the functionality provided at the local work stations (PC) for maintenance and
process of all master and auxiliary files, tables and parameters, almost all system data can be
set / updated automatically from a central point (e.g. headquarters) through standard two-way
data interchange routines between the store SRS/FO-Kernel and the central system. This is also
the case for all transaction data which should be sent to the headquarters for further
processing.
For store managers or other authorised personnel, working with the system is both easy and
effective. Everyday store procedures are only one mouse-click away whereas other, not
frequently used functions can be selected from drop-down lists. Each user interface can be
configured so that the user sees only the functions that are relevant to his/her work and
responsibilities.
Usually configured during set-up time, the System parameters are global
attributes that affect specialised system functions such as:
Item master file data. SRS holds a comprehensive set of attributes and files
for each stock item. Since only a small part of them is compulsory for the basic
sales and reporting / logging requirements, the user can adopt the "grow-as-
you-go" approach and enrich the system with the additional information only
when extra functionality is required. Due to the volume, the complexity and the
sensitivity of this data, maintenance is usually carried out at the enterprise
central system. In some cases, local maintenance is also possible. SRS has
extensive functionality to support any batch- mode, semiautomatic or purely on
line data exchange. If an off-line method is selected, authorised system
operators can also directly modify the database. Such events (e.g. price
changes) can be optionally logged for controlling purposes (See «Detailed
system event log », page31).
4
For types of labels printers supported see page 2.
It is important to stress that SRS fully supports the Efficient Consumer Response (ECR),
packaging conventions, as shown in the following diagram.
Pallet
S.K.U.
Consumer Unit
Item Multi-Pack
Various item flags and indicators allow for special statistical reporting and /
or logging schemes into transaction files. These indicators can be used for
promotional, seasonal or other "horizontal" categorisations (See "System
parameters", page 32).
"Business Partner" master file data. SRS stores all the data that pertain to
transaction making entities (customers, suppliers, company personnel etc.) in a
single "business partner" master file. In this way, data duplication is avoided and
a consolidated view for each entity is possible, irrespectively of the multiple
roles it may play simultaneously (e.g. customer and supplier). Except for the
normal static data kept (addresses, VAT codes, names, linked multimedia file
etc.), the system also supports the following:
The "find transaction" function enables the user to search, locate and
display any transaction performed, by means of comprehensive query / filtering
criteria.
Professions
Tax authorities
Specific time periods (from - to date & time) during which the
alternative prices are automatically activated and deactivated.
One of the key factors of the system's deployment versatility is its sales
parameter maintenance sub-system, which allows the total control of the
functionality and the complete personalised parameterisation of each
connected PoS in an easy and effective way. Setting of these parameters is
performed through the usual user-friendly interface and may be also activated
remotely. For each PoS the super-user may specify:
Value and quantity upper limits may be set for the whole
transaction and / or individual line fields (e.g. total-due, line
and total values and discounts, change amount, number of
items purchased etc.). These are automatically enforced during
the selling procedure. Authorised personnel using keys or
passwords may override these limits. All the above actions can
be logged for further control in «Detailed system event log »
(see page 31).
The detailed store control reports that are available enable the store
manager and the chief cashiers to continuously monitor and assess the
performance of the operators and the store in general. Unless otherwise stated,
the following reports relate to a specific day of operation.
Comprehensive sales reports are available for any hierarchical level of the
item groups as well as for all horizontal and / or user-defined categorisations.
Special reports exist for sales exceptions like discounts, item returns etc. All the
above reports can be issued for user-defined time periods, using various data
filtering criteria and optional intermediate totals.
The wide variety of payment reports provided is designed to help the chief
cashiers easily reconcile their tenders (by pinpointing any mistakes), as well as
assist managers understand how turnover is analysed. All the following reports
can be produced for user defined time periods.
SRS/FO-PLU DEVICES
The integration of sales-area peripheral devices like electronic weighing scales, price-checkers
and electronic shelf-labels (ESL) can be a daunting experience. Usually these systems require
specialised technical expertise, elaborate planning of their functionality and (if "ready-made"
solutions are chosen), a great deal of care in designing a reliable updating mechanism. While
every modern food-related store currently has electronic weighing scales, only a few sites can
claim that their management is satisfactory. For price checkers and ESL's, the situation is even
worse and their inherent set-up and operational difficulties have kept them away of all but the
largest retail enterprises.
The SRS/FO-PLU Devices module addresses just these needs and provides the basis of an easily
deployable solution for all store types and sizes. Irrespectively of the number and type of
connected device(s), their management and control becomes an integral part of SRS/FO-Com
functionality. In addition, device-specific capabilities are fully exploited (provided they are part
of a widely used or industry standard).
5
Currently used for the PRICER system, will also be used for other (e.g. personnel attendance monitoring system).
Promotional messages.
Store configuration data. The SRS/FO-Kernel basic store data set includes a
list of "connected devices" (which contains information on various models or
types6) and allows device groupings per sales area in much the same way as for
PoS terminals (see page 33).
Look-up tables are currently used only for the network of weigh-scales,
but they will become the basis for future the SRS/FO-PLU Devices7
module extensions.
The SRS customer portfolio includes a wide variety of food-market sites of all sizes and
specialities. The extensive experience gained from this large installed base is reflected in the
way the system manages the store's weighing scales.
6
For types of scales and price checkers supported, see page 66.
7
These will include PoS self-checkout systems, self-scanning systems and information kiosks.
ESL SUPPORT
To offer a high-functionality electronic shelf-label solution, SingularLogic has chosen one of the
leading products in the market today. The PRICER ESL (Electronic Shelf-Label) system and
accompanying infrastructure products have exceptional flexibility and remarkable deployment
characteristics. The SRS/FO-PLU Devices module is closely integrated with the PRICER Server
software and fully exploits all its characteristics.
A variety of methods can be used to produce and maintain the ESL match-
list. The actual data of this list are mirrored in the Main stock item attributes
where the actual label ID's are stored (up to three ID's can be defined per item).
Sales area information. By using the PRICER label's "switch page" function
together with the special infrared key, merchandising information can be placed
in the label's secondary memory page, making tasks like the verification of shelf
compliance and the reduction of out-of-stock items simple and effective.
The extended attributes of the labels in use are specified in the sales
parameter maintenance sub-system:
PRICE-CHECKER SUPPORT
In conjunction with the SRS/FO-PLU Devices module, the Price-Checker becomes more than a
simple price verification terminal. It is an eye-catching “scrolling billboard” with enhanced text
display and graphics capabilities for promoting custom sales messages at the point these have
the greatest impact:
Aisle displays
Free-standing kiosks
Positioned at strategic locations around the store, Price-Checker devices bring new ways for
boosting sales and profits.
When Windows-based Price-Checkers are employed, SRS can provide a host of item
information like original and promo price and price per kilo or other measuring unit. The
SRS/FO-Customer Loyalty and SRS/FO-Stored Credit modules provide even more possibilities.
SRS/FO-CUSTOMER LOYALTY 8
The recognition of Customer Loyalty schemes as powerful marketing tools has already spurred
their widespread adoption by retail businesses around the world. The main targets addressed
by Customer Loyalty are the following:
Create leverage for multi-tiered reward programs, cross selling and "e-
loyalty" schemes.
As often happens with every new idea, the first users of Customer Loyalty systems have faced
many technical and business process re-engineering (BPR) problems and obstacles. So they
ended up using complex and rigid systems that could not keep up with the constantly changing
policies and fast-moving new technologies (a fine example for the latter is the increasing use of
data-mining tools for everyday operations).
As a modern system, SRS was by definition detached from "legacy" concepts (the well-known
"perpetual compatibility" issue) and was perfectly positioned to benefit from the accumulated
market experience. Except avoiding the respective pitfalls, this means that it was able to take
full advantage of time-proven practices. The SRS/FO-Customer Loyalty module is a very good
example of versatility and innovative design practices. Whichever the company strategy is
today and irrespectively of how often it will change, the system will always be able to support
the management decisions down to the checkout lane in a consistent and efficient manner.
GENERAL CHARACTERISTICS
Multiple platforms supported. The system can work with all types of
Customer Loyalty cards, ranging from the simplest to the most hi-tech.
SingularLogic can undertake customisation and application development to
cover the needs of more advanced technologies.
8
The description pertains to both SRS/FO-Customer Loyalty and SRS/FO-Advanced Customer Loyalty modules
Time duration criteria. (Monthly, weekly or daily periods, day and time-of-
day from- to criteria etc.)
POS FUNCTIONS
Depending on the CL scheme used, SRS/FO-PoS can handle on-line "business partner" master
file data modifications and / or chip-card updates. Of course, all relevant data are always
logged and can be fed to the headquarters or other external systems.
The same information can be printed at the end of each receipt involving a
certain CL code.
Item categorisation allows item-group level filtering, special item points and
point multipliers for group items.
Additional Main stock item attributes for points, item types ("CL gift" item
etc.)
9
In on-line systems this is true only for local customers (home –store)
The SRS list of values tables ensure the consistency of CL related data for
logging and reporting purposes. Utilisation and maintenance of these tables is
not compulsory, but enhance the quality of the information provided.
Profession tables.
The Alternative price lists sub-system also contains additional options and
methods for point awards and point multipliers.
Although SRS was not meant to compete with full-fledged Customer Loyalty Operator systems
of specialised companies, it has features that can be exploited to achieve adequate store-level
statistical reporting. To this end, the CL reports were designed for the store managers and the
operations support personnel. Unless otherwise stated, the following reports relate to a
specific day of operation.
Points awarded per hour per cashier or PoS (in comparison with achieved
sales figures).
The nature of the SRS Advanced Customer Loyalty offer execution engine precludes a complete
reference of possibilities. The following are some indicative scenarios.
POINTS AWARDS
Scenario 1
All cardholders will be awarded points on every ticket based on the following scheme: 80
points for every €100 spent
Scenario 2
All cardholders will be awarded points on every ticket based on the following scheme: 2 points
for every €5 spent for transactions up to €100, 3 points for every €5 spent for transactions of
€101 or more
Scenario 3
All cardholders will be awarded points on every ticket based on the following scheme: 2 points
for every €5 spent up to €100, 3 points for every €5 spent for the rest of the amount plus 20
points if the transaction’s value is more then €100
Scenario 4
Scenario 5
Scenario 6
Specific customers buying specific items will gain 1 point for every €2 they spend
Scenario 7
Specific customers buying specific items that total at least €10 will gain 1 point for every €2
they spend
Scenario 8
Specific customers buying three different items from a specific item group gain 30 points
Scenario 9
Specific customers buying one item from item group A and one item from item group B gain 30
points
Scenario 10
All cardholders gain 10 points when buying one piece of a specific item, 25 points when buying
two pieces and 13 points for every piece above that
Scenario 1
All cardholders gain a 3% discount on every item with a list price of at least €50
Scenario 2
Specific customers buying from a specific item group gain a 10% discount on every such item
Scenario 3
Specific customers gain a €1 discount on every item they purchase from a specific item group
with a list price of at least €10
Scenario 4
Specific customers buying three different items from a specific item group gain a 10% discount
on every such item
Scenario 5
All customers buying two items from item group A get one item from item group B free (100%
discount)
Scenario 6
Specific customers gain a €2 discount when buying one piece of a specific item group, €5 when
buying two pieces and €2,75 for every piece above that
Scenario 7
All customers buying three same or different items from a specific item group will pay €15 for
all three of them (the exact discount amount will be computed by the system and will be
spread proportionately on each one)
TICKET-LEVEL DISCOUNTS
Scenario 1
All cardholders gain a 3% discount on every transaction with a value of €300 or more
Scenario 2
All customers gain a €20 discount on every transaction with a value of €300 or more
Scenario 3
All customers gain discounts on every transaction with the following scheme: 1% for
transactions up to €99, 2% for transactions up to €199 and 3% for transactions of at least €200
Scenario 4
Specific customers gain a €2 ticket-level discount for every item they purchase that belongs to
a specific item group
CUSTOMER MESSAGES
Scenario 1
For every customer that has accrued 1000 points and upwards a “teaser” message reminds him
of the great savings awaiting him. The cashier also sees the same message on the screen and
can inform the customer to the fact.
Scenario 2
Customers that bought a partial promotional offer are reminded by the cashier of the
additional savings they would get if they brought the extra item to the counter. (e.g. Scenario 5
of Item Discounts).
Scenario 3
Customers that belong to a specific list get a relevant message (e.g. CRM lists for birthdays,
bounced mailings, inactive accounts)
Scenario 4
Non-cardholders are reminded of the points / discounts they could gain if they were already
members (“This transaction would cost €5,75 less if you were a VIP member”). Since the
transaction has not ended when the message pops up, the customer can fill out his form and
the cashier can scan his card and he will get the rewards.
Scenario 1
During December, all cardholders that buy specific items have their “December Promo”
counter incremented by the value of each such item. During the first half of January, every
customer will get a voucher equal to 25% of his “December Promo” purchases.
Scenario 2
Cardholders that have accrued €500 in purchases can either gain a €40 gift voucher or go for
the €100 voucher that will be given to them once they reach €1000 in purchases
Scenario 3
Cardholders that have made purchases of €200 inside the previous week get an automatic 10%
discount on the purchases of the current week
Scenario 4
Every cardholder is eligible for a 10% ticket-level discount once per month
Scenario 5
Every cardholder is eligible for a 20% ticket-level discount upon enrollment to the VIP club
Designed for tax and duty-free item retail sales, the SRS/FO-Duty Free Support module extends
some of the basic system functionalities to cover the specialised needs of this sector.
Additional item classifications for tobacco, wine and spirits imported goods
etc. can automatically trigger different selling schemes and procedures (e.g.
different pricing) and logging logic, according to the selected transaction type.
SRS/FO-STORED CREDIT
With SRS/FO-Stored Credit, SRS gains the capability to monitor the full life-cycle of credit
documents (tokens, vouchers etc) issued by a modern retailer. The scope of this capability
includes, but is not limited to, the following:
Gift Voucher. Many retailers issue gift vouchers for their customers as a
convenience. The vouchers are denominated in certain € values and they
are sold inside a normal sales transaction. The bearer of the voucher can
use it as tender in a subsequent transaction
Gift Cards. These are the same as Gift Vouchers but they give the
possibility for incremental tendering and also reloads
With SRS/FO-Stored Credit, a retailer can easily integrate any of the above business procedures
without incurring the attendant administrative and fraud-related costs.
GENERAL CHARACTERISTICS
In the centralized credit note (token) store, all stored value mediums are
entered and their status can be interrogated and updated by SRS/FO-PoS but
also external systems via Web Services. Status can be:
The SRS database holds a secure full log of all transactions for every token.
Tokens can be created without value, with a pre-set value or with an ad-hoc
value.
POS FUNCTIONS
The PoS accepts tokens as normal tenders (see also “Payment” at Page
26) and performs online checks against the SRS database to ensure the
validity of the requested operation.
On every ticket involving a token, the current remaining balance can also
be printed.
The sale of a Gift Voucher (or similar) can be logged via the PoS either as
a normal sale (i.e. together with other merchandise) or as a special
transaction type.
SRS/BO-BASIS MODULE
INTRODUCTION
For the companies seeking to decentralise procedures and conduct as many controls as
possible at the primary points of input (stores) and not at a central level (along with the
economies of scale this implies), SRS/Back-Office is the reasonable choice. Completely
harmonised with SRS/Front-Office, this system provides a comprehensive coverage for the
automation needs of a branch belonging to a goods-selling chain. Its main features are:
Consolidation and control of all cash-office and store transactions, with the
possibility of creating ready Accounting / General Ledger records.
The extensive experience of SingularLogic in the area of commercial applications and especially
in the retail sales environment is reflected in the SRS/Back-Office operational capabilities. The
ease of use/deployment and the exploitation of the most advanced techniques and
technologies really make it stand out. SRS/Back-Office adds new important capabilities to
SRS/Front-Office and extends many of those already available. Like the other SRS add-on
modules, it can be installed and configured from the very beginning, or can be added at a later
stage according to specific customer needs and requirements.
MAIN FUNCTIONS
The SRS/BO-Basis Module adds some important features to the item and warehouse
management functions.
Warehouse multiplicity. This possibility extends the basic store data set and
except from defining many "logical" stores, each with a possibly different
SRS Main stock item attributes are extended in order to include a wide
range of information and indices for data required by SRS/BO functionality.
INVENTORIES PACKAGE
Following the system's philosophy, inventories (fiscal year and cyclic/extraordinary ones) can
be conducted in several ways and the information present in the master item file can be
exploited. The company can choose the method most suitable to its operational requirements
and (at a later stage) feed the system with the necessary data in order to exploit the most
advanced abilities.
The inventory parameterisation consists of the creation of the appropriate Documents in the
same way to the one described in «Document parameterisation » (see page 36).
Using the Inventories package, the user may define the various counting methods he intends to
use, whether these are year-start inventories (with balance relocation), or cyclic/ extraordinary
inventories done purely for “internal” reasons. In the latter case, each stock item can have a
certain cyclic counting date (even a day of a week or a month), which can be centrally
maintained.
Independently of the inventory type, SRS/BO-Basis Module has a series of powerful tools that
facilitate such operations.
Definition of stock balance valuation method. Using the cost prices present
in the item file (see «Main stock item attributes », page 34).
No valuation
Inventory data input from file or manually. The file can be created either
from the PoS (see below), or from portable terminals.
Year-end inventories are transferred to the new fiscal year by finalising (issuing) the relevant
Document. All inventories can create an output file to be sent to the headquarters.
PROCUREMENT MANAGEMENT
The procurement management package provides new important information at the store level
and fully supports the hierarchical relation of the main supplier with its local representatives
(or the central warehouses), who receive and execute orders for each store depending on its
geographical location.
The "Business Partners" master file data include further fields and indicators
for the basic suppliers and their representatives.
ORDERING
Operators can use any of the following methods to post their orders. The system numbers
automatically each order, while it maintains the creating operator's information and the
creation time.
Possibility to recall / edit an order received from the central system (e.g. for
promotions). The orders “travel” both ways, as they are part of the daily data
exchange with the headquarters.
Manual ordering. For cases where the system has not been supplied with
re-stocking parameters or for extraordinary orders.
The use of the Graphical User Interface (GUI) offers new capabilities to display a complex
document, such as an order document, on screen. The user has instant access (at a glance) to
data such as item quantity and value, current stock level, quantities to be ordered, package
units for each item etc. The user can also easily add his own notes and fill in the data of the
document as well as give instructions to the recipient and/or the person who will accept the
goods once they arrive.
Regardless of the way used to create an order, the system offers the possibility for further
processing.
There are many possibilities for the selection of items to be ordered. The
following filters can be cumulative, whereas (where mentioned) there is the
option to use them also as exclusive filters.
Supplier / Representative
Warehouse
Except for the above automatic, “en masse” item entry options, the user can independently
enter specific items either by using the item barcode (it is advisable to use scanner10), or the
item ID.
When finalising the order, it is possible to export it in a file (to send it to headquarters or for an
EDI connection) and/or print it. Once the order is finalised (and transmitted), it cannot be
modified.
Apart from sales and stocktaking (inventories), the procurements management package covers
all the other the needs of a branch regarding stock movements. The package’s direct access to
orders data (see «Ordering», page 59), combined with the capability of SRS master files to
maintain data at item and supplier level, provide the enterprise with the ability to enforce
control on entries at the required level (value or quantity, detailed or not). Even in the case
where no local control is required, the storage (and dispatch to headquarters) of goods-
receiving data simplifies and accelerates the centralised procedures.
Operators can use any of the following methods to post their documents orders. The system
numbers automatically each document, while it maintains the creating operator's information
and the creation time.
Manual document creation. In cases when the system is not updated with
the relevant order (which, of course, can be created from a goods-receiving
procedure and transformed afterwards) or for Documents regarding internal
movements, destroyed goods, declassification etc.
10
Any scanner with a keyboard wedge connector can be used.
The use of the Graphical User Interface (GUI) offers new capabilities to display a complex
document, such as a purchase document, on screen. The user has instant access (at a glance) to
data such as item quantity and value (anticipated/actual), current stock level, quantities on
order and to which orders they belong, package units for each item etc. Furthermore, the user
can easily add notes and fill in the data of the documents pertaining to the items he receives.
Regardless the way a document has been created, the system offers multiple options to further
process it.
The documents entered can be exported (parametrically per type) into a file in order to be sent
to the headquarters. Which documents will be included in this file can be additionally
constrained based on the Document status criteria. Once the document is finalised and/or sent
to the headquarters, it cannot be changed.
CASH-OFFICE MANAGEMENT
Having direct access to transaction data from the PoS and sales workstations of the store, the
SRS/BO-Basis Module provides, through the special Cash-office Management package, a set of
tools and procedures that help chief cashiers manage all data concerning moneys. The main
benefits thus gained are:
Unified overview of the incoming and outgoing moneys to the central cash-
office, even regarding actions that do not have to do with sales.
Corrections in till counting. If utilised, the Tender count function in the PoS
terminal (see page 27) offers the possibility to compare it with the system
accumulators (whether they concern a particular PoS or a particular cashier)
through the store control reports (see page 38). If the resulting discrepancy is
due to an operator mistake, the chief cashier can correct it. It is also possible to
fully count the drawers' content from this point.
Through the unified environment, the chief cashier can register other cash-
office transactions, like miscellaneous payments (e.g. expenses) and collections
(e.g. against open balance), withdrawals and deposits.
strings and numbers pertaining to the actual trial entries regarding these
transactions so as to be included in the printout. Especially for consignment
items, the item group code must be entered.
SRS/BO-HANDHELD TERMINALS
INTRODUCTION
SingularLogic was quick to acknowledge the usefulness of portable terminals in the retail
environment and developed special software for these devices, so as to exploit their
possibilities at the maximum and create a fully integrated solution. As explained below, the use
of a portable terminal in conjunction with SRS/BO-Basis can be a valuable aid to the everyday
tasks of the store's personnel.
The use of wireless networks (WLAN) both in warehouses and in the sales areas is constantly
growing. This broad acceptance has been boosted by the fact that several infrastructure
hardware manufacturers adopted common standards for such topologies. Connecting portable
terminals is only one part of the capabilities and usefulness of such an architecture (like
Symbol’s Spectrum24) in which customer point-of-service, self-scanning terminals, PoS
terminals as well as all devices supported by the SRS/FO-PLU Devices module (see page 41) can
be integrated.
MAIN FUNCTIONS
Irrespectively of the connection method (batch or on-line), the application running on the
portable terminals provides the following:
Ordering
11
Through PDTpal. An internal modem as well as a suitably configured computer–host are required.
Price change
Miscellaneous functions.
Simple list. Barcode and optional value entry for a simple list
printout.
ADDITIONAL FUNCTIONS
Load Terminal. A terminal can be loaded with a part of the items file, so that
the operator may work on specific data. This function is especially useful during
inventories, price check on shelves and barcode- item ID matching. Loading
criteria depend on the function selected.
All the changes in Main stock item attributes , can be printed before they
are finalised (by comparing old and new data). The user can choose to finalise
only part of the changes. Especially in the case of price changing, the specific
item should have the appropriate flag that allows such an action.
Hardware
12
Server Intel i3 (or equivalent), 4GB RAM, 70GB HDD
13
PoS Wincor Nixdorf Beetle (all models),
Bizerba KH series,
NCR ΑΔΗΜΕ
Non-fiscal IBM, Wincor Nixdorf, NCR, EPSON, STAR, BIXOLON (all models)
Printers
Any UPOS-compliant PoS printer
PoS peripherals All current IBM and Wincor Nixdorf peripherals are supported
12
Minimum requirements
13
See next chapter for exact models and options. Valid at time of print. Please contact SingularLogic representative for the latest
models and configuration options.
12
Client Pentium-III (or equivalent), 256MB RAM, 10GB HD
System Software
14
Application & Windows Server O/S
Database
Server Oracle Database 10g R2, Oracle MySQL 5.5
14
In case the Application Server and the Database server are different machines the Database server can have any Operating System
supported by the RDBMS
Network
Protocol TCP/IP
© 1998-2013 SingularLogic SA
SingularLogic SA
Al.Panagouli & Siniosoglou
www.singularlogic.eu