iVend Retail

Retail Management Solution

POS and Retail Management Solution

Retailers face multitude of challenges in today's marketplace. To succeed in an increasingly competitive marketplace, retailers must find innovative ways to compete that are not based solely on price. To effectively stay in business and maximize profitability, retailers must effectively manage business variables, reduce operation costs, maximize efficiencies, ensure excellent customer service, and collaborate with suppliers. To stay ahead of competition retailers must follow customer-buying patterns and forecast future needs. Many midsize retailers struggle everyday to compete with effectiveness. They lack proper technology solutions and are still struggling with old legacy applications that are not compatible and non-integrated with their business / accounting application; Or worse that they are using spreadsheet applications for analysis which is extremely ineffective and time consuming. Most retailers need an end-to-end solution, which provides them a near real time view of their operations with centralized control and enables them in faster decision-making. iVend Retail is an end to end retail solution that covers everything from POS to Back Office to Head Office operations. An iVend Retail setup can range from a Single Store with one POS to a complex multistore environment with complete integration with your day to day business operations. The solution automates the entire operations, virtually eliminating paper work. iVend Retail allows the management team at the Head Office to have complete control over data at the stores. It extends flexibility at the Head Office to setup and configure the system from one place and therefore simplifies the management of data. iVend Retail delivers a configurable, flexible, and scalable solution that is easy to setup and implement and integrates seamlessly with SAP Business One. iVend Retail is ideal for both high-volume retail operations and high-service specialty stores. High volume retailers will like its quick service interface. High service retailers will appreciate the many complex special order fulfillment options, customer specific pricing, flexible kit combinations, and customized, ticket-building special messaging for the POS screen.

Chuck Woodring, Reeves Floral Products, Inc., USA

I would like to take a moment to compliment CitiXsys team for having done an excellent job in implementing IVEND at Reeves Floral Products. I have worked on several implementations in the past and have never worked with a group who were as eager and talented as your associates. Even with the time difference between India and the United States, there never seems to be an issue completing any development that arises. Thank you again for all your help.

Benefits
Stay connected with your business operations - iVend Retail comes as an end-to-end business solution for retailers which uses SAP Business One for head office operations and an extensive retail management application to manage store and POS operations. This failsafe integration with SAP Business One keeps the head office always connected with the store operations across the complete retail chain. Inventory control and replenishment - With iVend Retail, head office operations have complete visibility of stock across the retail chain and can effectively push stock rather than relying on store requisitions. Additionally the merchandising department can raise purchase orders in time to avoid complete stock out situations. Reliable and safe Credit Card transactions iVend Retail offers fast, easy, safe, and cost-effective card management with integrated payment processing from industry-leading banks. Grow your average sales ticket - Up sell and alternate item suggestions pop up on the POS interface enabling the POS operator to make additional recommendations to the customers. Retain customers and manage customer communication The loyalty management module in
iVend allows you to define flexible / lucrative campaigns, which ensure that the customers keep coming back, thereby increasing customer profitability by rewarding the right customer. It delivers a full range of analytics and service capabilities that help you better understand each customer's value and design promotions that maximize the potential of all your customer relationships. Customers can be informed of available points, their value and their validity.

Never loose a sale iVend Retail delivers up to date visibility of stock across the retail chain. POS operators can gain complete visibility of stock across stores or at the main warehouse / distribution centers right from the POS interface. In stock out situations, POS operators can put items on order and fulfill them from other stores or at a later date by replenishing stock from the distribution center.
Smoothly process routine and complex transactions iVend Retail enables the POS operator to combine
multiple transaction types with in single POS transaction. For example POS operators can process a sale refund and sale transaction in a single transaction rather than a twostep process, which involves a separate transaction for sales refund and sale.

Promotions that maximize profitability Manage targeted promotions by easily analyzing detailed customer trends at individual stores and throughout the retail chain. Promotions can be defined in multiple formats such as period based discounts, quantitative discounts, mix and match and buy some get some. Make the right decisions Flexible reporting options in iVend help you make accurate decisions.

We needed a better system to support our company, so we went with SAP. Our retail shop also needed an easier, user friendly system which integrated with SAP so we selected iVend Retail. We are now better able to track transactions through the system and can also create gift certificates on the fly. Angela Hahn, Administrator, MiniJumbuk, Australia

Overview
Head office / In-Store management - iVend Retail offers complete back office functionality both in the store and at the Head Office. It provides the store manager total control over activities within the store and at the POS. In-Store transactions are replicated to the Head Office, allowing quick decision making without considerable delays
The store set up in iVend Retail is managed from the component known as the Management Console. This module of iVend enables configuration of retail Enterprise/Head Office (HO) and Store entity. The front end user interface remains the same irrespective of the module being set up either at the Enterprise Level or at Store Level. iVend Management Console is installed on the Enterprise/HO and at Stores (optional) to setup the master data required to transact at the POS. The Management Console interface is also used by store mangers / store staff to raise purchase orders, receive goods against purchase orders / stock transfers, stock transfer shipment to other stores / distribution center, cycle counting, requisition management, label printing, etc. iVend is fully PCI compliant and stores the credit/ debit card details in an encrypted format in database.

iVend POS - iVend POS is fast, dependable and

powerful POS application with an easy to use keyboard or touch-screen operated user interface. iVend POS makes transactions processing error free, easy to manage and execute for any retail operations. iVend POS application contains industry-leading configuration functions in areas such as pricing, discounts, promotions, tender types, layaways, and returns. The POS interface can be quickly configured to display exactly the information needed by POS operators. Receipts can be customized as required with graphics and logos. Security levels can be set for POS operations thereby requiring manager override for exceptional transactions.

Quick Facts - Head Office / In-Store Management

Feature
User Management

Functionality
? Setup and maintain a database of all the users in the company ? Define employee positions such as sales executive, cashier, store manager etc ? Time clock management ? employee performance by reviewing sales reports grouped by sales persons Analyze ? Define security roles and assign various rights to the roles ? Assign security roles to users ? Setup Product database for standard, serialized, batch managed, kit, assembly and non-

Security Management

inventory items or download the same from SAP Business One Inventory Management
? be marked as non-refundable Items can ? track offline inventory Store and ?manage, build and break down kits at individual stores Create, ? Create and manage assemblies at individual stores ? Define Open Items which can be used with price override ? Track items by serial and batch numbers ? for variants of the product Support ? and shelf labels for individual stores Print item ?to print customize labels Option ? Create purchase order for local vendors at stores ? Local purchase orders are automatically synchronized in SAP Business One ? stock against local purchase orders which are automatically synchronized in SAP Receive

Security Management

Local Purchasing at store

Business One as Goods Receipt PO Stock Transfer

? Create Stock Transfers between stores or between stores and head office warehouse /

distributions centers
? stock from unknown source (not based on a purchase order or stock transfer receipt) Receive ? items by scanning items Receiving ? Issue stock to unknown source (not based on sale or stock transfer shipment) ? Raise stock requisitions to head office or to other stores ? Requisitions can be consolidated in a single stock transfer shipment ? physical inventory counting at store Perform ? scan file can be imported to reconcile inventory Barcode ? stock take using barcode scanners Perform

Goods Receipt

Goods Issue Requisition Management

Cycle Counting / Stock Take at store

Quick Facts - Head Office / In-Store Management

Feature
Inter-Store Transactions

Functionality
? stock across the retail chain Visibility of ? Book orders to be fulfilled by other stores ? sales refund from any store Perform
? Setup customer database or synchronize from SAP Business One ? View credit limits, balances and customer contact information at the POS ? Define multiple billing and shipping addresses for customers ?discount on items based on Customer Groups Extend ? customer buying habits using sales reports at the head office Analyze ? customer catalog numbers in parallel to the product numbers Manage ? Use customer catalog numbers in sale transactions ? Tax Exclusive / Tax Inclusive Pricing ? Store specific pricing ? Period and Volume Discounts: ? Prices for Business Partners Special ? Groups: Define discounts for Business Partners based on: Discount

Customer Management

Customer Catalog

Pricing and Promotion Management

- Item Groups - Item Manufacturers ? Define promotions to allow discounts for a specific quantity and/or combination of goods ? Promotion based on sale totals ? Happy hour based promotions ? Define discounts based on: - Item Groups - Manufacturers
? Web based system with customer portal ? Setup and manage multiple loyalty schemes which assign points on customer purchases ? Define ageing criteria for loyalty points ? loyalty points against new customer purchases Redeem ? points can be redeemed across the network of stores Loyalty ? Setup and manage multiple gift cards ? can be sold and redeemed across the network of stores Gift Cards ? Re-charge gift cards ? on gift cards Cash back ? for card or paper based gift cards Support ? Setup surcharges which can be applied as additional cost during sale transactions ? Assign item substitutes and up sell items ?and alternate item recommendations automatically pop up on the POS Up sell

Loyalty Management

Gift Cards / Certificates

Surcharges Up sells and Alternative Items

Quick Facts - Head Office / In-Store Management

Feature
Layaway Management

Functionality
? Create and maintain flexible layaway plans ? Define installment count, minimum installment count, maximum installment count, layaway

duration, and inventory issue method for layaway plans

? Create and track the cash being disbursed and collected from each POS from the start till end

of each day. Cash and Till Management

? opening balances for each POS Maintain ?till counts at various stages. This helps in auditing and reconciling the till amounts Ensure ?Till Count variance and post variances in SAP Business One Record ?special information at the POS register, e.g. zip codes for advertising effectiveness Collect ? Setup Events for grouping reports by events ? be configured to operate in the following franchisee models: iVend can Company owned - franchisee operated Franchisee owned - franchisee operated ? Integration with CitiXsys Item Matrix application. Item Matrix application allows you to define /

Sale Attributes Events

Franchisee Operations

Item Matrix

manage items by attributes, such as Size, Color and Style

? reports to show sales breakdowns, identify slow-moving items, and check sales for Generate

any dayby store, item, Item Group, Customer, Customer Group or Sales Person
? iVend provides multiple reports in the following categories: Sales Reports Collection Reports Inventory Reports Fulfillment Reports ? can be previewed on screen, printed, or exported to Office Excel, Office Word, and Reports

Reporting

other applications and formats supported by the Microsoft Windows operating system
? edit existing reports as per the user format Ability to ? New reports can also be added using the custom reporting feature

SAP Business One UDF Integration

? SAP Business One UDFs on Business Partner Master Data and Item Master Data with Integrate

iVend

Quick Facts - POS Operations

Feature

Functionality
? iVend POS can be used with both Keyboard and Touch Screen equipment. ? Speed transactions with touch-screen support and keyboard shortcuts. ? transactions are supported on the iVend POS: Following Sale Sale Return Sale Exchange Sales Order booking / Order fulfillment Quotation / Convert quotation to Sales Order or Sale Layaway booking / Layaway fulfillment Account Payment On Capturing Lost Sales ? for multiple transaction types in a single POS transaction, for example the user can Support

execute a Sale, Sale Return in a single transaction.

? of inventory of all stores and warehouses at the POS Visibility ? iVend POS offers real time inventory control. ? Automatic Barcode determination at POS: The system follows a sequence of methods in

Transaction Processing

attempting to resolve a barcode to a product or a card swipe to a customer/security user stopping the search when it successfully matches them ? customer balance and credit limit on the POS Display ? Automatic price determination at POS ? Automatic Tax determination at POS ? price, discounts and taxes on the POS Override ? Easily look up quantity on hand and item attributes, as well as display a picture. ? Easily manage / create customer records from the POS ? Sale Refund without reference to a sale transaction ? Item description override on POS: Used for selling open items and special order items tied to a single item master record. ? Age verification: Items setup for age verification when selected on the POS will prompt the user for the date of birth during a sale transaction ? attach reason code to transactions: Based on the system setup the POS user can be Ability to prompted for a reason code for executing a specific transaction. ? add sale level comments at the POS. These comments can be printed on the receipt. Ability to ? Apply surcharges to POS transactions ? the user to book a Sales Order when the store is out of inventory Prompt ? Automatically lock the POS terminal when left idle. ? credit limit check on POS Customer ? suspend transactions and recall the suspended transactions Ability to ? void items or the complete POS transaction. Ability to ? attach different fulfillment plans to different Sales / Order items. Ability to ? re-print receipts to resolve disputes Ability to ? Build / Break down Kits in real-time on the POS

Quick Facts - POS Operations

Feature

Functionality
? override for following scenarios: Manager 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 ? Receipt to be given with gift items Print Gift ?for attaching Sales Person to Sale Facility ? redeem customer loyalty points Track and ? on the POS can be made by the following tenders: Payments Cash Credit Card (Supports both online and offline authorization mode) Debit Card Check Travelers Check Voucher Account This special tender enables the user to leave the payment amount on account On Gift Card Loyalty Points Custom tender This special tender allows businesses to define their own financial instruments Support for the following Credit / Debit cards: Master Card Visa Amex Diners Club Discover JCB Others Payment by cards other than the above ?payments by multiple tenders Collect ?Credit Card authorizations: Eliminate losses due to unapproved or unauthorized credit card Secure

Transaction Processing

Payment Processing

transactions.
? Automatically update balance / change amount ? Automatically update transactions with the default tender for change ?advance payment from customers Collect ? Transaction payments can be staggered across multiple transactions ? print payment receipts Ability to ? Create and track the cash being disbursed and collected from each POS from the start till end of each

day. Periodic Activities

? opening balances for each POS and ensure till counts at various stages. Maintain ? Cash In/Cash Out for the till at the POS Perform ?to book petty expenses at the POS Facility ? Tender Counting for Credit Cards/ Debit Cards/ Voucher/ Check / Travelers Check Detailed

Contact us:
USA - New York Rockefeller Center, 7th Floor 1230 Avenue of the Americas New York, Ny10020 USA T: 1 212 745 1365 F: 1 646 349 3441 E: [email protected] USA - Chicago The Merc, West Loop, 22nd Floor 30 South Wacker Drive Chicago, IL 60606 USA T: 1 630 359 5956 F: 1 630 303 9706 E: [email protected] Canada - Toronto 8th Floor 2425 Matheson Blvd. East Mississauga, ON L4W 5K4 Canada T:1 905 361 2886 F: 1 905 361 6401 E: [email protected] Asia Pacific - Sydney Tower 2, Level 20 201 Sussex Street Sydney NSW 2000 Australia T: 61 2 9006 1616 F: 61 2 9006 1515 E: [email protected] Asia Pacific - Melbourne Level 27, 525 Collins Street Rialto South Tower Melbourne 3000 Australia T: 61 3 9935 2916 F: 61 3 9935 2750 E: [email protected] Asia Pacific - Perth Level 29, Forrest Centre 221 St Georges Tce Perth WA 6000 Australia T: 61 8 9288 0662 F: 61 8 9481 3177 E: [email protected] EMEA - London Lakeside House 1 Furzeground Way, Stockley Park Uxbridge UB11 1BD United Kingdom T: 44 0 208 622 3006 F: 44 0 845 280 8848 E: [email protected] India - New Delhi A-24/5, MCIE Mathura Road New Delhi 110044 India T: 91 11 42696666 F: 91 11 42696600 E: [email protected]

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