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Getting Started- Retail Clouds

Welcome to TechnoLabs Retail Clouds. The comprehensive Retail Solution available as SaaS services. Now, Retailers can run their business without Upfront Cost, just by subscribing to the Retail Clouds.

Please contact us support @ +91 7287876065
Please write to us :

To begin with, we are giving the steps required to start Retail Clouds services. Please ensure that you follow the below steps.

Go to TechnoLabs Retail Clouds ( register yourself.

TechnoLabs verifies the details and assign the customer account with specific services enabled.

You will get the auto generated mail from the Retail Clouds platform along with the Login details. You can access the Retail Clouds by entering the details given in the mail.

Cloud URL  : 
The cloud URL can be either IP based or domain specific.

Customer ID  : 
A unique ID assigned to each customer. Please activation mail you received for the Customer ID.
Example:    CID8995463

User ID  : 
User ID is nothing but email id. By default, the mail you used for registration become Admin.

Password  : 
The system sets the Password. It is assumed that you change the password after first Login.

After successful Login, you will be able to see the flows that are relevant to your Business. The services may related one or more of the below services.

1. Warehouse Management

2. Outlet Management

3. Campaign Management

4. Digital Commerce - Ecommerce Portal

5. Digital Commerce - Customer App

6. Customer Loyalty

7. Omni Channel Management

8. Self - Checkouts

9. Outlet Monitoring - IoT

On Successful Login, you will get the access to Retail Clouds console. Using this, you view/configure, monitor, control and visualize your Retail Operations. Depends on the services you opted, you can get access to specific services.
Depends on the services you need, please do install the below softwares. Please note that we support all three platforms.

       a. Billing with multiple payments support.
       b. Stock In/Stock Out - Android Device
       c. Stock Verification - Android Device
       d. Order Management
       e. Door Delivery App - Android

       a. Warehouse - B2B/B2C Billing
       b. Warehouse Management
       c. Stock Verification - Handheld Android Device
       d. Storage Management - Android Device

       a. Shop from any where
       b. Self-Checkouts - In-shop mode

       a. Seamless customer experience
       b. Support to major Payment Gateways

       a. This service can be enabled with every Retail Functional flow.
       b. Every retail service available across all channels.
       c. Support Online, Mobile, Telephone, Direct Sales, and Social Media Channels.

For more product information on Retail Clouds services, please contact TechnoLabs business team

Welcome to Retail Clouds - Outlet Management. It is assumed that your Cloud Server is activated and master data is uploaded. Please check with your Admin and ensure that users and roles are created for Outlet Operations. For details on Cloud Management, please go through previous section Cloud Configuration/Management.

Please use the Installation Guide for installation and configuration before connecting to the Cloud. Before installing the any App, please ensure that you have right device that supports software. Your device must have the below configuration.

       1) Android
           i) Android Tab/Phone that support version 5.5 and above
           ii) Min 1 GB RAM
           iii)Quad Core Processor
           iv) WiFi/Internet Connectivity

           i)Windows 10 and Above
           ii)Min 4 GB RAM
           iii)Windows 5i and above
           iv)Wifi/Internet Connectivity

           i)iOS (iPhone, Mini or Tab)
           ii)Version 10 and Above.

Now, you must be clear about what you want to download and explore. If not, look at the below functionalities once again and chose the App while downloading.

    - Outlet App

    - Warehouse App

    - Customer Shopping App


    - Virtual Shopping

   -Queue Busting App

Apps downloading can happen through multiple sources. We recommend downloading directly from our site( keep updating releases at our site level, periodically.

You can also download the Apps from Google Play Store and Apple App Stores. You do have enough help material so that you can run and evaluate our product without our support.

   Go to TechnoLabs Retail Cloud site

   Go to Free Trials Menu and select Trial Link of your choice.
   Or directly from the homepage by selecting Download option.

Select Retail Vertical of your choice, if you are downloading for evaluation purpose. This section helps you connecting to the right Cloud with pre-loaded data.


Download the APK file to your Android Device and install the App. If you are installing from Google Play Store, it gets installed directly. After Successful installation, you may find the below Application Icon.

3.1  Connecting the Cloud.

3.2  Registration & Login.

After connecting to the Cloud is established you need to follow the below steps before you can start accessing the service. Please note that Registration is not applicable to Demo Users.

   Select Registration option with the Screen 1 and
   enter the details with Screen 2.

   After successful Registration it comes back Screen 1.   

   Please check your SMS for Login Details.   

   Select Login Option with Screen 1 and enter the Login details
   you received via SMS

Ensure that windows system meets that hardware and software requirements. When the Windows App download is over, you may find Zip file in your downloads folder. The name of the App depends on the Business Area you selected. For example, file meant for Outlet Operations.

Follow the below steps and its Registration is exactly similar to Android.

   Copy the zip from 'downloads' folder to your working folders.
   You may create folders named RetailCloud and copy the zip file that folder.

   Unzip the downloaded zip file by right clicking the file and selecting the option
   'Extract Here'.

   Go to the folder where files are extracted. Please look for the file named

   Right click on the file, and then select 'Run with Powershell'.
   You must also need to have Admin rights to install the software.

   While installing the App, you get options (Yes/No) to select.
   Just select 'Yes' and proceed further.

   On successful installation, you may find the Application
   (TechnoLabs-OmniRetailer-XX) among the list of the applications installed.
   .Please check by going to Windows Start option.

   You can start Application and start going.

4.1  Connecting to the Cloud.

Please follow the below steps before you are allowed to Login. If you are Demo User, Registration must be completed before you can access the Cloud.

     Start the App by selecting App using startup menu.

     The name of the App always starts with
      TechnoLabs-Omni Retailer-XX

     This gives you Registration/Login Screen.

     If you are Demo User who wants to do evaluation,
     you need to register before you are allowed to Login.

     If you are existing Customer, you no need to register.
     You can Login by entering Customer ID, User ID,
     and Password after setting the Cloud Configuration.

     Follow the below screens for Configuration,
     Registration, and Login.

     For first time users who want to explore the
     TechnoLabs Retail Cloud, no need to enter any
     information. It connects to the cloud
     by assuming default parameters.

     Not Required :   If you are existing user please enter
     your domain or IP address. Or you can contact
     your Administrator. Port Number is 80 for HTTP.
     Enter 443 as port number if you select HTTPS

     For more details, please select Help button or
     contact us support.

Need to get your device activated by registering yourself. On successful registration, you get OTP with Customer ID, User ID and Password details. Follow the below steps before getting connected.

   Select the Register option and fill the details and 'Submit' the registration details.

   On successful Registration, it goes back to Login Screen.

   Select the Login option/button and enter the details you received as SMS.

Retail Cloud offers host of services for Retail Business. Retailers can opt for the services of their choice. This is the only Cloud that offers comprehensive solution to Retail Business.

Few advanced technologies available for Retail Sector are...

   One Cloud - One Retail (3600) Solution

   100% Available - Online/Offline support.

   Self Checkouts - Super Markets/Hyper Markets

   Virtual Shopping - Apparel Industry

   Omni Channel Management

   Digital Commerce - Commerce Portal & Shopping App

   Customer Loyalty & Promotions

   Retail Analytics

   Retail Outlets - IoT Monitoring

Welcome to Retail Clouds Help. It is assumed that you already got your Cloud Account activated.

If you are Enterprise Customer, you might have got training from TechnoLabs support team. For enterprise customers, it is also assumed that master data is uploaded and specific services are enabled.
For small customers with one or two outlets, everything is readily available.
They can connect and start running their outlets. What they need is just internet connectivity.

Retail Cloud Management Console provides comprehensive options so that we don't need any customization and implementation time/efforts. With Customer settings functionality, you can setup both collaboration and Integration settings.

- To configure address, GSTIN/Service Tax No, and other business details of the Customer.
- To setup SMTP and Email Account details.
- To configure SMS Gateway so that SMS can be initiated with any transactions of your choice.
- You can set up print format of any document including POS thermal print.
- To setup number, date and other regional formats.
- To setup third party software integration. We can also setup hardware that can be used at outlet/warehouse level.

All settings are editable and you can change/update whenever you need to change. Please be sure that you have correct data before updating it. If you need further support, you can either contact our support team or contact your Admin.

When the customer is registered, the organization details captured. For Registration please do visit Each customer is given access to Retail Cloud so that customer can manage his/her retail services.

You need to provide correct information so that automatic invoicing can happen without any errors.
Depends on the billing cycle you opted, you get the electronic invoice to your mail ID.
The same details can be viewed if you register yourself with Retail Cloud (

Customer Email Settings:

TechnoLabs Retail Cloud gives the platform where you can use e-mail communication both within and outside the Organization. For example, you may want to send email after making a Bill at POS. You can initiate mail against of any transaction you are doing. You also define, email format by uploading the xsl file for any transaction.

Please fill the below details to activate email communication. If you don't have details, please contact your Admin. For further assistance, please write to

With SMTP field, please enter either IP address or qualified SMTP name.

Enter the port no. Preferably SSL port.

User the email ID using which you want to send system generated email. For example, you may want to send mails from

Enter valid password.

Next step is, you need to work email format for each business mail you may want to initiate. To setup email, you must know how xsl format can be done. The sample xsl code is copied below. You need to upload the xsl file against of specific business requirement. For example, you may need to upload xsl file against of Purchase Order (PO), you want the mail goes to your supplier.

With SMS configuration, we can initiate messages both within and outside of the Organization. The SMS can be transactional or informative. For example, you may initiate SMS campaign. You can send SMS to your supplier the moment, when Purchase Order is confirmed.

Before you think about SMS feature, please get in touch Bulk SMS provider and buy SMS packer in line with your business requirement. You need to get template IDs for each message. The Bulk SMS provider would give you URL along with Login credentials.

As mentioned in the top section, first we need to define the URL that is required to send SMS. You can any combination of Parameter Name and Value combination. Once the URL id formed, you can send SMS to specific number by entering the text message. If the text is delivered as SMS to the number you entered the SMS Gateway configuration is ready.

Like Email Setting can define the SMS format/text by uploading the xsl file.

We can configure and get Print-out for any business document/transaction you create using the Retail Clouds. For example, you can configure Printout for POS Bill. Or you may want to send PO to your supplier. Our implementation team does configure the formats as per your requirement. However, you can also create or change formats as per the requirement. You just need to have xsl knowledge.

The Print Settings displays all business documents that are required to run Retail Business. One has to configure the format, upload the xsl file against of each document and then submit. For testing the format, you may go to the respective functional flow and create a new business transaction. For example, to test your Purchase Order format, you need to go to Procurement flow and create new PO. It generates PDF as per format file (xsl) you uploaded. For more details, you may ask our support team during or post implementation.

Depends on the country and the region, the implementation is done, one has to do the regional settings.You can do the following settings.
        1.  Language
        2.  Date (Current Date)
        3.  Time (Now)
        4.  Time Zone
        5.  Country
        6.  Date Format
        7.  Number Format
        8.  Currency
        9.  Time Format

TechnoLabs Retail Clouds can work within your existing IT Landscape. You may be using and habituated to software like SAP, Oracle or other Enterprise Softwares. For example, you may be using SAP for inventory management. Tally for accounting. You may use TechnoLabs Retail Clouds for Outlet Management including POS. TechnoLabs can connect to SAP for inventory, and Tally for sales push.

As we keep going to other markets, we will be able to support less known softwares as well. At the moment we are integrated with the following softwares.
        1)   Capillary - CRM
        2)   JDA - ERP/Inventory Management
        3)   SAP - ERP/Inventory Management
        4)   Tally - Accounting Software
        5)   Logistics Providers
                  a)   Grabs
                  b)   Lalamoves
                  c)   Dunzo
        6)   Google API - for Geofencing and Routing
        7)   Firebase API - For Vehicle tracking

The authentication and access URL to each of the above softwares are stored, dynamically. Each software mentioned in the picture may have different URL and method of user authentication. He is the brief about each of the integrated softwares.

Capillary - Customer Relationship software that supports Loyalty and redemption. API is available as Restful service.

JDA - ERP that is commonly used as Inventory Management Software.

SAP - Well-known ERP

Tally - Accounting software. Both Procurement and Sales data can be exported to Tally.

Logistics Provider - We support several logistics providers in India so that door delivery can happen with ease. This is more important if you use our Digital Commerce platform.

Google API - We use Google API for validating customer addresses, finding the distance between fulfillment center and delivery location, and tracking the delivery vehicle.

Firebase API - For real-time vehicle tracing.

Comprehensive Retail Cloud platform that offers Retail Solution as SaaS services. Now you can run your Retail Business without Upfront Cost, and IT Personnel. Highly robotized environment that make the implementation quick and easy. You no need to know any technical jargon. You can start as long as you know your Retail Business Requirement.

After getting Cloud Instance activated for you, next thing is, you need to configure customer settings and then upload/enter the Master Data Management. The Master Data that you enter depends on the services you got activated. Not necessarily all services are activated for all Customers.Once the master data is ready, we can start business operations of Outlet, Warehouse, Customer Shopping and/or Online Commerce.
        Master Data is divided into 3 categories.
             1. Generic Masters
             2. Outlet Masters
             3. Warehouse Masters

You may find the below options under the Generic Master Data category. Depends on the Business Requirements, some of the generic masters are not required.

You can enter/edit the Brand details one by one. However, the brands get created automatically when you import the Products/SKU data using Data Management --> Import functionality. You may use Brands data for more than one reason. For example, you can create brand wise promotions. You can see brand wise sales. You can search brand wise stocks and so on.

For more details on bulk uploading of Master Data, please refer the Data Management section of this Retail Clouds help.

Brand Master - Summary

Select 'Add New' button for creating new Brand. Select 'Edit' option under Action, if you want to edit the existing Brand.

As a common practice in Retail, products/skus are organized into one or more categories. Using this master data functionality you can create/update the categories. For example, in Fashion Retail, Ladies wear is one category. In F n V business, Fruits is one category. Vegetables is another category.

Like Brand Master, the Categories are created automatically when we import the Products/SKUs data. Using Data Management functionality, you can upload the products data along with other data. Please refer Data Management section for master data uploading to the Cloud.

As shown with above Fig, on clicking 'Category Master' under Generic Master, it gives summary of all categories. You can either create new Category or Edit the existing category. You can also upload the Category Image so that it can be displayed, if you are using Online Commerce service of TechnoLabs Retail Cloud.

Since it is Omni Channel platform, you can use any master data against of any Channel. The numbered fields are more relevant to Online/Digital Commerce.


It is used to set the category display order with Commerce Site or Customer App. This is applicable if you opted for Digital Commerce services of TechnoLabs Retail Cloud.


The setting make the particular category visible or not visible at Commerce Site or Customer App level. If you don't want to display particular category of products with your Commerce Site or Customer App, you may select No option for B2C Visibility setting.


You can use image for displaying the category. This is required for Commerce Portal and Customer App. The image/icon file represents that specific category.


Category Banner image can also be used to display big banner. This is applicable to Commerce Portal and Customer App.


Category Description can be used to display more details about the category. This description also can be used with Commerce Portal.

Please note that there is no limit on the no of categories. We can use these categories while configuring Promotions as well. In other words, we can configure category specific discounts. We can also have category wise reports. It important feature and can be used organize products, stocks, and sales.

Products can be further categorized into sub categories. A category may have one or more sub categories. There is no limit on no of categories and sub categories. Like categories, product data can be exported using Data Management flow. However, Retailers can use category or sub category masters to create/edit whenever required. You can also delete category or sub category.

When we select Sub Category Master under Generic Masters, is show summary of all Sub Categories created so far. For a given Category, there can be multiple Sub Categories. There is no limit on the no of sub categories.

Sub Category can also have one or more sections. The category hierarchy order is like this.
Depends on the business requirements, you can organize your product categories.
        1. Category
        2. Sub Category
        3. Section

Since it is Omni Channel platform, you can use any master data against of any Channel. The numbered fields are more relevant to Online/Digital Commerce.


Category :   Select the category to which you want to create sub category and sections. It displays all categories you created in previous section.


Sub Category :   You may enter sub category name. As explained in the previous section, sub category can also be used to organize the products with Commerce Site or Customer Shopping App.


Section :   You may create one or more sections for a given sub category. You can also use sections for further narrow down the products. You need press PLUS button to add a new section.


Sub Category Image :   You can upload an image that represents the Sub Category.


Description :   You can enter description up to 250 chars. This description can be used with Commerce Portal.

Using Denomination Master, you can configure all currency values.
It is quite useful POS operations. For example, Cashier has to count denomination wise currency received and submit at the end of the day. You can also use Denominations at the POS counter to track the In/Out denominations.

POS system downloads all master data along with denomination master data to local system so that billing can done when there is internet. You can either create, update or delete the denomination. In general, we configure this before you GO LIVE. However, you can add new denomination where Govt introduces new.

You can create new Denomination by filling the below fields.


Denomination Name :  It is mandatory field. You need to enter Denomination Name. For example, 'Two Rupees' is the Denomination Name.


Denomination Value :  You need enter actual value of the denomination. For example, you need to enter 2 if the Denomination is Two Rupees. Another example is, Denomination Value for 5 Cents is .05.


Denomination Type :  Need select when it is Coin or Currency Note.


Denomination Code :  You need to select the Currency Code. For example, the currency code for Rupee is INR.


Denomination Status :  This can Active or Inactive. If particular Currency is no not in circulation, you may make it In Active.


Denomination Image :  You can upload the image so that the image can be used with POS flows.

TechnoLabs Retail Cloud has flexible taxation mechanism. You can configure any taxation without need to development. The platform has capability to different taxation to each store or warehouse.

First we need to create Tax Category name for each category of taxes. For example, we may need the following tax categories for GST requirements. The naming can be anything that is relevant to taxation
         1.  GST_0
         2.  GST_5
         3.  GST_12
         4.  GST_18
         5.  GST_28

As show in the above picture, use Tax Category Master Flow under Master Data Management --> Generic Masters to create tax category. You can either delete or create new Tax Category. You may not be able to delete a Tax Category, if it is already in use in any of the Operational Area. Operational area can be Warehouse, Outlets, and/or Digital Channels. While creating product master data, we must assign a Tax Category. Based on the Tax category, the tax calculation happens at the time of billing.

You may see with the below screen, you may enter Tax Category and submit. Tax Category has to be unique. If you try to submit the same Tax Category more than once, it gives unique constraint violation.

You can group one or more locations into Zone. You can also have stock/inventory at zonal office. Using Zone Master flow, you can one or more outlets or other operational locations to a Zone. Please note that Zone is also a location. You can organize your sales into zone wise.

When you select Master Data Management -> Generic Masters -> 'Zone Master', it gives summary of all existing Zones.

For adding a new Zone, you need to select 'Add new'. But before that you need to create a location of type Zone. While adding new zone, you must add at least one outlet location or warehouse location.

   Select the Zone to be configured.

   Select one or more locations.

   Add Longitude and Latitude, if you need Digital Commerce
   capabilities of our Retail Cloud.

   Submit for completion.

You may be doing Door Delivery using your own logistics and delivery personnel. In such cases, you may have to optimize your delivery routes and schedules. You can define one or more routes for a given Fulfillment Center. The Delivery person picks the shipment from Fulfillment Center/Pickup Point.

Select Master Data Management -> Generic Masters -> Route Master. It gives summary of all routes configured.Please take note of the following data fields.

    Outlet/Warehouse from where shipments can happen.
   You can filter the routes by each Location.capabilities of our Retail Cloud.

    Each route is given specific identifier/name.

    Location and Pickup Location are same.

Select 'Add New' to create a new Route Master. To define a route you may have to add at least 2 points. The more points you define, the route would be more accurate. You can add longitude and latitude by selecting 'Add New'.

Submit the route data by selecting 'Submit' button.

Using TechnoLabs Retail Cloud platform, you can have geo fencing. In other words, you can restrict the service area in which Customer Orders are accepted. If the Customer's shipment address falls outside the Service Areas, the system won't allow the orders take place.

You can configure as many service areas as you want. This helps in improving the customer experience.

Select Master Data Management -> Generic Masters -> Service Area Master. It gives list of all Service Areas that are already configured. You can use Edit operation to change the Service Area settings.

Please take note of the following details before configuring the Service Area.

    For a given Zone and Location, the area can be either Circular or
   Polygon.If you select 'Circular', you need to set the Radius. If you select 'Polygon',
   you need to add all longitude and latitude points that define the Service Area.

   The location you select is nothing but fulfillment center.
   The Location can be an Outlet or a Warehouse.

   You need to give the unique Area Code.

   Start Date and End Date define the validity period of this service area.
   If any service area is not valid, it won't accept the Orders within the service area.

   You can disable the service area by changing the status 'Inactive'.


Please note the service area and route masters are related to each other. You may define one or more routes if you are doing door delivery using your own personnel.

You can decide about Tenders that can appear at POS. A Cashier cannot take payments unless the Tender is specified using Tender Master. There is not limit on the no of Tenders. You can also decide about Return Tenders.

Example:Below are the commons tenders that are used to accept the payments from the Customers.

  1.          1)  Cash
  2.          2)  Card
  3.          3)  Wallet
  4.          4)  UPI
  5.          5)  Coupons
  6.          6)  Gift Vouchers
  7.          7)  Loyalty Points

Select Master Data Management -> Generic Masters -> Tender Master.

You can create new Tender by selecting 'Add New'. Fill the fields and select Submit.

    Any alpha numeric text that makes meaning to you.
   For example, 'CA' can be the tender code for Cash.

    Description for a given Tender Code.

   Tender Key:Please give any number.

   Mode of Payment:For a given mode of Payment there can be more than one
   Tenders created.For example, 'Card' is a mode of payment.
   For Card payment, there can be VISA, AMEX, and MASTER tenders.

   Mode of Payment:For a given mode of Payment there can be more than one
   Tenders created.For example, 'Card' is a mode of payment.
   For Card payment, there can be VISA, AMEX, and MASTER tenders.

   Is Return Tender:You may select 'Yes' for any Tender, provided
   you can giving the amount back to the Customer in this Tender form.
   For example, you may not give Cash to Customers who return the purchased
   goods as per your return policy.You may give 'Credit Note'. While creating Tender
   for Credit Note, you may select 'Yes' for this option.

   Allow Return for other Tenders:When customer purchase using this Tender,
   this option sets if other Tenders can be used to pay for Returned Items.

   Back End Tender Code:You may have SAP or other ERP running for
   Finance and other flows. When Bills are pushed to the thir
   party Finance Software,you need to send this Tender Code
   instead of the Tender Codes you use with TechnoLabs Retail Cloud.

Like categories, you can create one or more departments. Fashion industry uses the Department for product categorization. For example, you can create Ladies Department. Within the Ladies Department, we can have formals and casuals section.

Please note that our team creates as per your requirement before Training and Go Live. However, you can create, edit, or delete existing Departments.

You may enter the below details before creating the Departments.


Department Name :   Enter Department Name. For example, 'Kids Department'.


Department Description :   Please enter detailed description of the Department.


Sub Department :   You can create one or more sub departments for a given Department. Keep adding the Sub Departments by selecting PLUS button. You can also delete the existing Sub Department by selecting MINUS button.


Sub Department Description :   It is optional. You may add the detailed sub department description.


Sub Department List :   It show the list of sub departments added. Select the Sub Department before pressing MINUS button for deletion.


SKU List :   You can add one or more SKUs against of the Department.

You can use Employee Master for creating employees. This is the first step towards giving access to Retail Clouds operations. Any user who has to use the Retail Clouds must be an employee. You can either create employee one-by-one or import from directly from existing software/directory server.

If you select Employee Master under Generic Master, you would get the list of employees already created.
Shows below, you can also filter the employees, location wise. You can perform the below operations.
        1. Create New Employee
        2. Delete Existing Employee
        3. Edit Existing Employee Details

Please select Add New button to create new employee. It opens up new screen with the below data options.
Employee details can also be fetched from your existing employee repository or directory server. Employee ID and Email ID are unique to each employee. In other words, there cannot be two employees with the same Email ID.

By default Employee's Email ID becomes user ID, if you give Retail Cloud software access. If your employee doesn't have Email ID, please give dummy email ID.

An employee cannot be deleted he is given role permissions. Before deleting an Employee, you need to remove all access given to the Employee. The best way is, you can make the Employee In Active.

You can edit the employee details other than Employee ID.


Employee ID :  You can enter alpha numeric combination up to 50 chars. Once Employee ID is assigned to an employee, it cannot be used for any other employee.


First Name :   Allows alpha-numeric combination up to 100 chars. Two or more employees can have the same first name.


Middle Name :   This is optional field. You may enter alpha numeric chars.


Last Name :   Employee's last name and mandatory field. It allows alpha numeric up to 100 chars.


Location :  Please select the Location where the employee is attached. It is important so assign right location.


Employee Type :  Employee type can be either Contract or Permanent. It more to do with capturing employee data. It has not impact on the Retail Operations.


Date of birth :   It is optional. More to do with capturing employee data.


Date of Joining :   It is mandatory. One has to select the joining date.


Consultant Type :   Specialization, if employee has any. It is optional. We can also specify the choice for each implementation.


Specialization(Primary) :   Optional and specific to Pharma/Health industry.


Specialization(Secondary) :   Optional and specific to Health/Pharma retail.


Qualification :  Optional and part of Employee details.


Status :  We can make any employee In Active. An In Active cannot have any access to any operations. She/he cannot be included in Payrolls. Integration with external Payroll software is possible.


Designation :  It is optional. You may enter employee designation.


Department :  Department he/she belongs.


Reporting Manager :  Optional and may enter Employees Reporting Manager.


Employee Grade :   Optional. You may use this field, if the organization has grades.


Experience :  Must be in no of years. Optional filed.


Qualification :  Optional field. You may enter the employee's qualification.


Rating :  Employee rating, if any.


Email ID :   Please enter the Email ID. It is mandatory field.


Address :  Please enter the Address. It is also optional field.


Mobile Number :  Please enter the correct Mobile Number. It is also optional field.

With TechnoLabs Retail Clouds (, you need to create Location along with Business Activity. Location ID has to be unique and each location may have different Business Activity. For example, a Retail Business may have both Super Market and Food Mall.

You may enter the below details to complete the Location Master creation. The Location master creation isthe first step towards creating business operations. All other operations including roles and users are linked to Location you create here


Location ID :  is unique and can be the combination of alphanumeric. For example, if you want to create new store with id STR01 first you need to create location with Location Id, STR01.


Office Phone :  is unique and can be the combination of alphanumeric. For example, if you want to create new store with id STR01 first you need to create location with Location Id, STR01.


Office Email ID :  is unique and can be the combination of alphanumeric. For example, if you want to create new store with id STR01 first you need to create location with Location Id, STR01.


Business Activity :  is unique and can be the combination of alphanumeric. For example, if you want to create new store with id STR01 first you need to create location with Location Id, STR01.

5  6  7  8  9  10

Address :  Enter addresses details.


Zone :>  You can organize locations into zones.


Longitude :  : Please enter this optional field provided you are using Digital Commerce and IoT. You can use Google Maps to find out the exact location details.


Latitude :  Like previous field, you get the exact latitude from Google Maps and enter.


GST NO :  Please location/business activity GST NO/TAX CODE.


Distance :  Radial distance, the Business Location would operate, if digital commerce is enabled.


Description :  Your description about Location and Business Activity. Sometimes, you may use it for giving another ID to the same location.

Retail Business procure goods from Vendors/Suppliers. You can create one or more vendors using Supplier Master flow. You may note the following features.

1) Supplier can be activated or de-activated.
2) Supplier can be associated with specific products. In other words,
    we can release PO only after vendor's products are validated.
3) Supplier can have both Billing Address and Pickup addresses.
4) Can be set min supplier quantity and/or supply value.
5) You can also rate the supplier.

The following fields are important for creating Supplier Master.


Firm Name :   is Vendor's business entity name. It is mandatory field. For example, Zoom Trading Pvt Ltd can be the name of the supplier.


Email ID :   Official Email ID of the supplier.


Phone :   Official phone number of the supplier.


Lead Time :   The min days/hours it takes to supply the goods after placing the Purchase Order. Less the lead time, better for the Inventory management.


Min Order Cost :   : Vendor may not supply the goods worth below this value.


Min Order Qty :   Vendor may not supply the goods below the quantity mentioned here. For example, a Vendor may not supply less than 100 KG od Sugar.


GSTIN Number :   This is nothing but Tax registration number. It optional field. Business may have cases where some of the small suppliers are not registered. This value is important because it has to be printed with several documents including PO.


Product Restriction :   When this Field is set 'Yes', we cannot place Purchase Order (PO) for the products unless the products are listed under his/her supply products. When it field is set 'No', we can order for any product or submit GRN for any product.


Return Days :   No of days before which goods/products can be returned to supplier back. The reason can quality or any other reason. This depends on the agreement/consensus between vendor and Retailer.


Mark down :   Percentage of the procured product cost that has to be reduced while returning the products/goods to vendor. Depends on the Vendor Terms & Conditions, Vendor may not take products back at the same value that he/she supplied.


Address :   By default, address fields at the beginning of the Supplier Form is considered to be Corporate Address. However, using address section at the bottom can be used to create Delivery and Billing Addresses. A Supplier may have more than one Delivery Addresses from where goods/products are shipped.


Supply items/Products :   You can assign the products from master data to the supplier/vendor. For example, you can add a product called 'Colgate Paste 150 GMS' for a supplier called Victory Trading LLP. Before adding as product supplier's products list, it must be added to products master data of Warehouse.

Note: You can also import supplier's data using Data Management --> Import functionality.

You can configure the rate/price for door delivery. This is common for all places and stores. As on now, there is no feature to specify shipment rates for each fulfillment locations. The shipment rate can be linked to different parameters like distance, order/bill value, and weight.

This feature is applicable to both Brick & Mortar and Digital Business. To define shipment rate master, go to Master Data Management and then Generic Masters (Master Data Management --> Generic Master if Shipment Master).

You can use as many shipment rate combination possible.

You may fill the data as per the screen shot given below. You can also change the shipment rates from time to time. These rates will be effective with immediate effect.


Location :  is the store or warehouse from where the shipment can be made. The shipment rate is specific to each location.


Distance Range :  The min and max distance for a given shipment rate. The distance is in KM. When the order/bill is made, it calculates the shipment distance and shipment cost gets added to the net Bill Amount.


Order Value Range :  is the minimum - maximum order value condition within which the shipment rate applicable for a given distance range entered against of distance range.


Qty Range :  is applicable if the Order Value is not mentioned. It takes either Quantity range or Order Value.


Shipment Cost :  is the shipment rate for the conditions mentioned above. This cost get added to every order/bill made from this location.


Shipment Type :  You can chose shipment type (Normal/Express). The price can be different for express shipments.

Flow is meant for creating/updating the products/sku data for outlets. The bulk products can be created by importing excel sheet using Data Management -> Import flows. Using SKU Master flow, you can also do Label Printing.

You also have provision to search and find specific SKU using filter parameters (Location, Category, Sub Category, Department, Brand, Model, and Supplier)

On selecting 'Add New' option, you will be able to create new product or sku. Creating new SKU has two more options.

- For creating SKUs across all locations in quick time.
- is for creating SKUs with all details. It is also possible to create location/outlet wise price and other details.

You may use the below GUI for better understanding of each attribute of an SKU. As mentioned earlier, this can be used for quick creation of the SKU. With quick edit, you can create sku across all locations with same price, ean, cost price, and other mandatory parameters.


SKU ID :  is alpha numeric text for identifying a product. It is unique and cannot be duplicated. A product may have many variants. For example, a shirt may come in more than one color shade. It is not possible to create product variants using quick edit. You can do the same using Detailed Edit. Please note that SKU ID cannot be changed, once it is created. However, you can disable it so that it won't be bi visible at Outlet level.


Product Name :   is thedescription of an item that it is sold at Retail Outlets. This is the description that gets printed at POS. It can be as lengthy as 150 chars.


Category Name :   Please select the category under which you want to put the product. Please note that you create categories using Master Data Management -> Generic Masters -> Product Category Master.


Sub Category :   You may also select sub category of the product you are creating. This is optional. However, better we organize the products into proper categories and sub categories.


EAN :  is the barcode number of the product, if the product has one such. Not necessarily, every product needs to have barcode. For example, non-packed item like vegetables. Standard EAN can be 9 digits UPC Code or 13 digits EAN code.


Tax Code :  is one of the Code you created Tax Category Master under Generic Masters --> Tax Category Master.


Department/Sub Department :  is more like categorization used in the context Apparel and Fashion businesses. You can select appropriate department/sub department from the generic masters --> department master you created.


Hsn Code :  is the code you have to give under GST regime. Except few agri products, most of the products and services must have HSN code. This is a must as we have to mention HSN code at every transaction level.


Cost Price :   is the procurement cost + overhead for Retailer. Cost Price may vary from time to time. The system updates the cost price automatically as and when goods inward happens.


MRP :  is the maximum retail price of a product.


Sale Price :   is the price at which the product is sold. The Sale Price gets reflected immediately at POS level.


UOM/UOM Label :  is the Unit of Measurement for the Product you are creating.


Status :  can be Active, Inactive or Disabled. The status has to be Active to make a bill or any other transaction against of the SKU. If the status is disabled, the SKU won't be visible at POS level.


SKU Description :  You can use this feature if you want to upload the detailed description of the product that exceeds 250 chars and the description is displayed into more structured manner. This feature is more relevant if you are using Digital Commerce (Commerce Site or Mobile App)

The detailed Edit gives many attributes for creating SKU. It gives several options for each Retail Vertical. The following attributes are significant for Detailed Edit.


Zero Stock Order :  is a flag that allows Online Customer to place order even if there is no stock at respective Warehouse/Outlets.


Min Sales Quantity :  is the minimum quantity that can be sold to the counter. At POS or Online, the system won't allow to sell less than Min Sales Quantity.


Max Sales Quantity :  is the max quantity that can be sold at POS or using Commerce Portal/Mobile App.


Packed Item :  If the Packed Item is set as YES, it won't allow Cashier to enter quantity as decimal at POS. This is the case with Commerce Portal as well.


Brand Code :  is the brand name if any the product is tagged. Retailer needs brand name information of each product for more than reason including promotions.


Manufacture Item :  is special type of item where a new SKU can be created out of one or more existing items. You need to specify the Billing of Material (BOM) for each manufactured item. For example, in F & B, you may add few items to produce a recipe.


Editable :  This option allows the user to edit the price at POS level. In general, price is not edited at POS level.

In general stock gets updated automatically you do stock-in or stock-out. In retail, there are multiple stock-in points and multiple stock-out points.

       a. GRN - Goods Receipt from supplier/vendor.
       b. Stock Receipt from Warehouse/Distribution Center.
       c. Stock Receipt from nearby outlet.

       a. POS/Billing.
       b. Stock Issue (outlet to outlet).
       c. Stock Verification & Write - off.

You can update the stock of one or more items. You can also search for specific item and update it. Use Search SKU for searching specific item. If you want to select and update stock for specific location select corresponding location user Zone.

Please note that this feature should never be used. This may be used only during initial master data setup. It is assumed that stock gets updated automatically as you doing purchase and sales operations.

Product Group Master is used to create product groups by adding one or more products. These groups can be used for creating Promotions or for Categorization of products display with Commerce Site or Mobile App. There is not limit on the no of groups you can create.

For example, you want to create offer on group of ten different items for festival. You can create group called Festival group, and add those 10 items. You can refer Campaign Management section on how to create offers.

On 'Add New' button selection, you get the New Product Group screen. You have options to add product to the Group.
       1. By searching and adding the product.
       2. By uploading an excel sheet filled with products.

You can also add Image/Icon to represent this group. This image can be used to represent group either at digital commerce level or at POS level.
If you want to upload more than 10,000 items, you upload as multiple files.
For excel sheet format, you may download or contact TechnoLabs support.

As shown in the above screen capture, you may need to understand the purpose of the data fields.


Group ID :   It unique identification and cannot be repeated. You can give alpha numerals to create a group.


Group Name :   is detailed name of the group. It can be max 150 chars long. With digital commerce, or POS, it displays Group Name. Not group ID.


Product Selection Filters :   Shown in the grey box, you can select list of products at once by selecting the parameters. All products that match the parameters, get added to the group on submitting 'ADD TO GROUP' button.


Choose File Option :   As said before, you create a group of items by uploading an excel sheet filled with products data. You may download the template by clicking this link (Download Template). After choosing the file, select Import option by clicking 'Import' button.


Delete Product :   You can delete a product from the Group by selecting Delete option under Action column of the product list table.


Save/Submit Group :   Finally, you submit the product and save the group.


Group Status :   Groups status can be Active or In Active. When a group is in active, that groupcan not be used for any purpose.

With BOM Master, you can create a new product out of existing products. This is required for several reasons.

1) You can sell two or more products together as single product at different price.
2) You can have Bill of Material (BOM) for any recipe in Food & Beverages segment.
3) You can have process where we can create new product out of existing products.
4) When you sell BOM item, all constituent items gets reduced automatically.
You may select BOM Master under Master Data Management --> Outlet Masters --> BOM Master

You can use as many shipment rate combination possible.

You need to select and add the SKUs that are to be added to create BOM Item.


SKU ID :  is the product you are making/packing by combining one or more existing SKUs/Products. This can be any combination of alpha numeric.


Description :  is the BOM product description you want to identify. It can be the combination of alpha numeric.


Material/Product Category :  is the category under which you want to keep. Categories are predefined and can be found by going to Product Category Master under Generic Masters.


Cost Price :  is the total cost of the items + efforts in making the BOM item. Roughly it is equal sum of the costs of all constituent items.


Sale Price :  is the MRP of the BOM Item at which you would like to sell.

A show in the above screen shot, you can search and add one or more products. You also need to enter the below fields against of each constituent product.

Qty: is the net quantity that goes into BOM making. When you sell a BOM item, the quantity (Qty) mentioned here get deducted automatically.

Variance: is the maximum allowed deviation when you make BOM item of existing items.

Process Time: Time it takes to create BOM item out of existing items.

Warehouse masters are to be configured separately. If the Customer subscribes to warehouse service, the flow would be visible. It is assumed that you already configured one or more warehouses. Before uploading master data, one has to create warehouses or outlets.

For more details on bulk uploading of Master Data, please refer the Data Management section of this Retail Clouds help.

The first task before starting warehouse operations is creating the product data. This flow helps you to create or update a single product at a time. You may use Data Management -> Import flow for bulk uploading the master data.

You may opt for 'Add New' for creating new product. Except few parameters,.

Once Generic Masters configured, you need to configure Outlet Masters for running the Outlets. Outlet can be fixed or mobile. Outlets can be of different retail business types. Typical hypermarkets may have Fashion, FMCG, and F & B.

Using Master Data Management --> Outlet Masters you can configure/create the below masters data.

       1. SKU/Product Master
       2. Product Groups Master
       3. Price Range Master
       4. BOM Master
       5. Price Management
       6. Stock Update

You can do price edit against of each product and store location. You can edit the following values of a product.
       1. Cost Price
       2. MRP
       3. Sale Price

As shown in the below screen capture, you can edit the price against of specific location. Please note that you have option to upload the price as batch. You may read that batch update option in the next page.

You can upload the price data using excel sheet and setup the effective date. For example, you can upload the excel sheet now and schedule the price update tonight at 12:00 AM. You can also upload the price either for one specific location.

By default, Price Uploading shows all uploads that are done so far. You can upload new price data by selecting new option.


Browse :  You need to select the filled excel sheet and upload it. It keeps the uploaded file at server and uploads the data to table when batch program runs.


Product List :  After uploading the excel sheet, the products get loaded to the below table. You can verify the data before submitting.

The Outlet Management has two components. The first one is configuration, management, monitoring and analysis of Outlets. The second one is actual operations of the Outlets. These components are divided between and Retail Cloud Management Console and Outlet App. Console is browser based and needs no installation. Outlet App can be Android, iOS, or Windows.

- Configuration, Monitoring, Control and Reports/Analysis.
- POS/Billing, Outlet Inventory Management, and other flows. We support all three platforms i.e. Android, Windows and iOS.

In this section, we try to explain about Retail Cloud Management Console. It has the following functional flows.

       1.   Outlet Configuration - To configure an outlet and setup the SKU data.
       2.   Event Management - To configure an event outside the store.
       3.   Billing Counters - To configure Billing Counters.
       4.   Taxation - To configure store taxation.
       5.   Shift Management - To configure shifts to a store.
       6.   Outlet Monitoring - To monitor the outlets remotely.
       7.   Billing & Payments - To view bills & payments across zones and locations.
       8.   Inventory Management - To do stock management of an outlet.
       9.   Outlet Health - To give vital parameters of an outlet.
       10.   Notification - You can setup notifications to outlets.

The first step towards Outlet Management is creating outlets. You can create outlets in no time.

Before creating an outlet is assumed that you created the business location using Generic Masters -> Location Master. While creating the Location Master, please select the appropriate Business Type.

Depends on the Business Requirement, you may have to select or fill the following data fields. For better grasp, you may also play Help Videos.

All Locations you created for Retail Outlets will be visible here. You need to select a location to which you want to configure the outlet. There is no provision to edit. You can also select.

This is image file that can be used for signature over Bill. Signature will appear either with Print Bill or PDF Bill.

You need to give name to the outlet. Even though it allows you to give any alphanumeric filed up to 50 chars, we suggest you to use max 4 chars. For example, you may us code location and store name as 0001.

You need to enter the Road/Street Name. This is mandatory and this data will be used to generate POS Print out both for B2C and B3B bills.

You need to specify Locality/Area where your outlet is situated. This filed is also mandatory and required to print the POS Bill.

It is longitude of the Store GPS location. This is required for more than one reason. For example, you want to give rout map to your Door Delivery person. Or you may want to route Online Orders to nearest location.

Please enter latitude also. Both Longitude and Latitude are mandatory.

Please select Business Category for this outlet. For a given Retailer, you may have different business verticals. For example, in a shopping mall you may have Food, Super Market and Fashion outlets.

We need to select this option, you are using Mobile Devices for Billing or other store functionality.

If you are using Mobile Devices, it wont allow any operations from Mobile Devices if the distance between store GPS coordinate and mobile exceeds the radius selected.

Email ID of store manager or store in charge. This can be printed on Bill as well. It is mandatory field.

Remote Monitoring option allows the monitoring/IoT devices gather data from Outlet. This includes Video stream. This flag enables the remote monitoring of an outlet. This is subjected to Licensing and Hardware installed at the Outlet level. You can monitor the below parameters.
       1)   Foot falls
       2)   POS device monitoring/tracking
       3)   Video Streaming
       4)   Other sensors monitoring

This has to be Manager's or Store In charge mobile number. This phone number can also be printed, if required. Please note that it is mandatory field.

By setting Start and End Times, you can decide when the Billing can start and when the Billing can be stopped. POS counters or any other devices used for Outlet Management wont work beyond of the Time range given.

This is the limit below which you cannot take Card or any other electronic payment. If the bill value is less than the value mentioned, the customer has to pay the cash.

Your outlet can be Company owned or Franchise. Please note that there are several functionalities which are specific to Franchise. Franchise is treated as separate company for accounting purpose. Stock Issue to Franchise happened along with Invoice. Franchise owner can see their data whereas Company can see the data of every location.

For more details on Franchise, please call us or write to us.

We can define the stock verification type, you want to follow for this outlet. It can be either periodic or perpetual.

Need to select warehouse to which the stock is fetched to this location. If you are not using our Warehouse Service, you no need to select this option.

The maximum amount one can pay as Cash against of the Bill. It depends on the govt tax regulation in that particular country.

This is GST number of specific store. This is specific to each store. You may also want to print the GST number over the Bill. This is optional and it is assumed that small vendors may not have GST Number.

This option enables the stock visibility to all other stores. Cashier/Store Staff can view the stock of other locations and bill against of that stock. The stock gets locked the moment bill is made against of that store item.

If our customers are using our platform for Inventory Management, this flag has to be set. If you are using only POS/Billing service, you can set this Flag as 'YES'.

As store can be suspended at any time. Please note that Commerce Portal is also built as a store named 'B2C'. The suspend reason gets displayed when the store user or B2C customer tries to access the billing or other service.

This is number is as must is most of the countries where Food Items are sold. This number can also be printed along with Print Copy.

In addition to Outlet Configuration settings, there are other options so that Outlet operations can be set as per the Business Requirement. These options can be set easily so that Outlet can be configured in few mins.
We are giving brief details on the need and purpose each option so that you can select the options quickly.

The outlet can be Fixed or Mobile. We do support Moving Outlets like VAN sales.
Our customers use Android Tab for making Billing, Tracking the VAN, and Controlling the other Retail Operations.

You can select if you want to your POS system to support Offline Mode. By default, Offline Mode is selected as 'Yes'. If you don't want to do Offline Billing at store, you may select 'No' option.

By setting this option, you can decide about offline data deletion at POS level. Keeping data security in mind, you can decide about the no of days you want to keep the POS data at local device level. The device removes all Billing and other data beyond of the days you entered against of this option.

TechnoLabs Retail Cloud, Omni Retailer, supports Omni Channel Management. Customers can order online or through Mobile. You can set up you store/outlet as fulfillment center so that Online Orders can be routed to this Outlet. Omni Retailer Cloud platform verifies the stock of a nearest outlet/fulfillment center from the point of Customer's address and routes the order. For more details on Digital Commerce, you may contact TechnoLabs.

Part of Omni Channel Management, you can take Telephonic Orders and direct the orders to specific outlet/fulfillment. Orders routing can happen either automatically or manual. You may go through Order Management, if you have licensing access to Order Management/Omni Channel Management.

You can suspend or activate any Outlet. People at Outlet cannot do anything, if an outlet is suspension mode.

If you set this Flag, the store is considered as Master Store. This means, the data get copied to new store from this Master Store, automatically. Please note that you can upload the master data after creating the Store using Data Management -> Import functionality.

You can declare an outlet as test outlet so that you can use it for Training, Configuration of promotions, and testing activities. The transactions performed with the test device won't be considered for any reports and analysis.

By setting this option, the devices in an outlet operate in mix mode. The devices connect to the Cloud only when the local data is not available.

By selecting 'Yes', all counters in outlet must have to go through Day Open steps. Cashier has to complete the Day Opening process before starting the PO Billing.

This option is meant for Online Commerce. This is applicable when the outlet location is 'B2C'. When we set this value, customers can not make Online Orders less than this value. Please note that TechnoLabs Retail Clouds platform support both Commerce Site and Mobile App for online shopping.

This option ensure that OTP is generated during Credit Note Redemption. The Cashier at the counter has to enter the OTP that gets pushed to Customer Mobile. If you select 'No' option, Credit Note can be redeemed with our OTP validation.

This option can allow the Customers to return one or more items they purchased before at any outlet of their choice. Buy anywhere and return anywhere. If the option set as 'No', the customer has to return the goods where he/she purchased.

This option ensures that Shift Closure is done before running the Day Closure report.
In fact, a store may be running more than one shift with a given counter. The Cashier has to Run shift report and hand over the counter to either Store Manager or person responsible for operations.

The stocks won't be visible during Billing when option is set as 'No'. Retailer may not want to display the stocks to Cashier.

So far we detailed about only POS/Billing options. Now, the options are available for configuring Outlet Stock Management.

Are you going to allow stock Indent from outlets? You need to 'YES' so that indent can be raised from outlets. The indents can be either manual or auto generated.

You need to enable to this Flag so that you can issue stock from this store to another store.
It is quite possible that store may ask for stock from nearest instead of asking from Warehouse/Distribution Center.

You can receive stock directly using the Outlet Management App. Stock Management options may not be required, if you are using SAP or any other ERP for Warehouse/Outlets inventory. For example, customer may opt for only POS/BILLING.

You can enable stock return flow with an Outlet. The return happens from Outlet to Warehouse/Distribution Center.

You can receive goods directly from Supplier to your outlet. GRN (Goods Receipt Note) can be submitted with or with PO (Purchase Order) Reference. By setting this option 'Yes', you can enable GRN flow at outlet level.

You can create from exiting product list. For example, in Food & Beverages, you may create menu for Lunch, and Dinners. Menu is easy way of selecting and billing. For more details please check POS App.

Zero stock billing allows you to Bill with our validating stock availability. This option is required in the initial phase of implementation where stock availability is not accurate. Setting 'No' option means Cashier can do billing only if the stock is available at the outlet.

On a given day, outlet can have multiple stock receipts either from warehouse or from Outlets. This option allows multiple Stock Receipts on a given, you select 'Yes'.

These options are specific to Billing and Printing. You may analyze your POS/Billing requirements as select appropriate options.

You can have optional printing while doing Billing. In today's world, you may not need to print and give hard copy. If you set the option 'Yes', the print happens automatically. If you select 'No', it doesn't trigger print. The Print become optional.

This is also POS option. By setting this option enabled, the Door Delivery flows get enabled at POS level.

This mandates Cashier to enter the Mobile/Phone number of a customer while billing. If the Customer doesn't want to share his/her number, Cashier ha to enter the Dummy Number.

This option allows to take Food Coupons while doing Billing.

When you set this option 'Yes', you can create Return Bills at POS. You also set no of days for Return Bill option. If no of days are selected, Cashier cannot do Return Bill unless the customer before the no of days specified.

If you select option 'No' option, the Cashier cannot do Return Bills.

When the Item is returned by the Customer as per the terms & conditions, you can select the Return Tender. If you set the Cash option, the Cashier is allowed to give cash back to the Customer. If you select Credit Note, the customer can use the Credit Note ref and redeem that amount, before the expiry date.

If Both option is selected, Cashier can give the choice to Customer.

The time duration (in days) before which the Customer has to Redeem the Credit Note. If the customer comes after days specified, he/she can redeem the Credit Note.

When the Bill is made, it becomes mandatory to enter the Sales Person who served the Customer. This is required for Fashion/Apparel industry.

You can choose the barcode types your POS has to support. By default, it opts for either EAN/UPC or Product ID. You can also make the product ID as barcode even though it is not standard practice. The barcode can be even less that 9 digits.

POS mandates the Cashier to enter the cash Denominations that are received and Cash Denominations that are given to the Customer. This features helps the tracking of net count of all denomination.

If a customer deselects an item after adding, the system can force the Cashier to enter the reason. Any deselected is called Void Item.

You set the option as 'Yes', Cashier cannot void any item without valid reason.

Bill can be canceled both POS level and Cloud Management Console level. It is good practice to capture the Bill Cancel reason. It rarely happens that a Bill is Cancelled after completion of the Transaction. If we have to Cancel for any reason, better we capture the reason.
If we select 'No' option, Cashier won't be forced to enter/select the Cancel reason.

This sets time period in no of days for Cancellation, after Bill completion. If the default option '0' is set, the Cancelation is allowed only on the same day.

If you select as '2' you can Cancel the Bill up to two days excluding the Bill date.

Cashier can edit the MRP/SALE PRICE if this option is set as 'Yes'. As a good practice, we should never allow MRP/SALE PRICE edit at outlet level.
If the default option 'No' is saved, it won't allow Cashier or Store Staff to edit the MRP.

If the option is set as 'Yes', it forces you to enter last 4 digits of the Card information. The remaining digits of the Cars is show as XXXX.

When a counter system (Android/Windows/iOS) is uninstalled and installed, we can force the Cashier or Store staff to enter OTP that is generated for each installation. Without OTP, the POS software won't be active and running.

A bill can be saved as void/draft bill. Later, this bill can be opened and completed. If you set this option as '0', the draft bill must be completed on the same day. It cannot be updated next day.

When items are returned, we can have two options. First option is, Cashier can take back any item by entering previous Bill Ref No. If the option is set 'Yes', one must enter Bill Ref for doing Return Bill. If the option is set as 'No', Cashier can do Return Bill with our previous Bill Ref.

There may be situation where day sale report has to be uploaded to an FTP location. This happens and required in the Malls. Each store supposed to share to sale data to Mall Establishment.
There can be other business operational reason where you have upload the sales data to FTP location.

By setting this option 'Yes', you can allow customers to redeem the Credit Note more than once. For example, a customer can return an item and got Credit note worth 300 Cash. By setting the option 'Yes', he/she can redeem any number times as long the Credit note amount is not ZERO.

By setting this option, we can restrict POS Billing to specific category. In other words, you can restrict FMCG items to specific floor or counters.

Part of the Outlet Inventory Management, we have to do stock transfers (in/out). You may have following Stock-In and Stock-Out scenarios.

 1. Stock In - Warehouse/Distribution Center to Outlets.
 2. Stock In - Outlet to Outlet.
 3. Stock Out - Outlet to Outlet stock transfer.
 4. Stock Outlet - Outlet to Warehouse stock return.

Let us start with Stock-In flows. Stock-In can happen with or without stock request. Outlets do stock request to warehouse by raising stock indent/stock request. Sometimes, it is quite possible that outlets send stock requests to nearby outlets as well. Stock Indenting to warehouses can be automatic or manual. TechnoLabs Retail Cloud supports auto indenting to warehouses.

When you select Stock Transfers -> Stock Request In, it shows summary of all requests. You can also filter the stock requests. Stock Requests can be done either by using Outlet App or using the Console you are referring right now. Outlet App can be either Windows, Android or iOS.

We recommend you to use Outlet App for making Stock Request. However, if you want to use Console select 'Add New' button.

You may see the marked fields. You need to select from Location and To Location. You can add items either one-by-one or by category. Enter the quantities of each item. Submit the 'Stock Request - In' after entering all fields. On successful submission, it will be visible in the Summary Page.

All Business Documents may have work flow configured. By default, every submitted Stock Request-In must be approved. As shown in the fig below, you can approve the Stock Request so that Stock Issue can be initiated from the Warehouse.

Who would 'Submit' and who would 'Approve' depends on your internal Business Process. You can define role permissions and assign to users as per the Business Requirements.

When others stores make stock request to you, all those requests will be visible here. In general, stock out at outlet happens against of stock request from other nearby outlets. As mentioned in the previous section, stock request should be done using Outlet App. However, you can also setup permissions so that the same can be done using console.

Like Stock Request - In, Stock Request - Out also have the default workflow and approval process.The above fig shows summary for all Stock Request - Out for a given outlet. You may also use filters for further narrow down results.
Select 'View' and Edit to view the Stock Request - Out.

Stock can be issued either with Stock Request Ref or without Stock Request Ref. Like any other functional flow, it gives summary of stock issues made for a given filter conditions. You may also see the status of the Stock Issue.
Stock Issue can be done both at outlet and warehouse levels. This section only talks about Outlet - Stock Issue.

When the Status is 'Closed', you need to be clear that stock is received by the target store and the stock is updated at the receiving end. Every Stock Issue must have Stock Receipt at the receiving End. Please also note that Stock Receipt at the receiving end are generated automatically when the Stock Issue is Approved.

You can create Stock Issue by selecting 'Add New' option. You need to select 'From Location' and 'To Location' options. Type and search for Stock Request ref number. If you select the Stock Request Ref number, the bottom grid gets filled automatically. You can also search products one by one. Enter the Issue Quantities against of each product.

On Submit, the Stock Issue would be 'Submitted' state. If there is workflow, it creates stock receipt at the Target location automatically. At the receiving end, they can verify the quantities and submit the Receipt.
When the stock issue is done, the stock gets deducted from the source location immediately.
Stock Cancellation can also happen after stock issue. This can happen as an exception.However, when Cancellation happens the stock gets deducted.

Each stock must have receipt counterpart. Like other flows, Receipt can also be made without Issue Ref number. The better practice is to have Stock Issue and then stock receipt.
Typically stock issue happens at Warehouse/Distribution center level and corresponding stock receipt happens at Outlet level. There may cases where stock issue can happen from other outlets.

Stock Issue/Stock Receipt to Franchise store needs to be handled differently. When stock issue is done to Franchise store, the system generates invoice along with Stock Receipt. If the stock issue is done to company owned store, invoice is not required. Subsequently, the system won't generate invoice.

You can create new stock receipt by selecting 'Add New' option.

You may change the existing Stock Receipt and Submit or Approve. In workflow, a document cannot be changed once it reaches final state. For example, Stock Receipt cannot be rolled back once the stock inwarded.

Please note that if the stock issued and the stock received are not from the same state, it automatically creates IGST instead of CGST/SGST.

Stock Return happens when the unsold stock is given back to Warehouse. Usually, Stock Return is done using Outlet App. As per the workflow, stock return creates Stock Receipt, in Draft Mode, automatically.
The stock at the outlet gets reduced the moment Stock Return is Submitted/Approved.
The stock at the warehouse gets updated once the receipt is completed.When a stock receipt is Approved, the corresponding Stock Return is closed automatically.

It is common to have more than one MENU for Food & Beverages or Restaurant business. TechnoLabs retail cloud platform supports F & B segment as well. You may also use MENU feature where ever there are limited SKUs. For example, you may also use MENU feature for F & V (Fruits and Vegetables) business. Captured in the below image, you can see the Counters created against of the Outlet selected. You can Add, Edit, or Delete a Counter.

On selecting Menu flow, all existing Menus get displayed as Summary.

Before using any device at store level, we need to add the counter and map the device to the specific counter. Before creating a Business Counter for any outlet operation, either you can add device after Sign-In or by contacting TechnoLabs support team. The device can be of type Android, iOS, or Windows.

It is assumed that you installed Outlet or Warehouse App. Start the App (Android, iOS, or Windows) and you may find the device id at the top.

When you select the Business Counters sub menu, you will get all counters for a given Location. The Location is nothing but the Outlet you created. You can add one or more Counters for each Location or Outlet.

Captured in the below image, you can see the Counters created against of the Outlet selected. You can Add, Edit, or Delete a Counter.

New Counter Creation : Click 'Add New' button to create a new Counter and the below details.


Counter Name : You may enter numeric values like 01, 02, 03, etc. against of the Counter. However, it is allowed to enter non numeric as well. This I unique for a given Oulet.


Outlet User : There may be more than one user who has rights to specific Outlet Operation. You can use this option so that only one person access this device/counter. If you select 'All', any user who has operational permission can Login and use it.


Location : Select the Location/Outlet to which you want to attach the Counter and device. A Device can be attached to only one Location and one counter.


Select Menu : This is specific to F & B (Food & Beverages) segment. You can select Menu so that this counter displays only that Menu items. For more details on Menu, you can refer Menu Flow in the previous section.


Device ID : In TechnoLabs Retail Cloud, access is controlled by the device. Select the Device ID on which you want to Run the outlet software. All devices that are added would be visible here. You may not be able to access any service unless the device you are using is activated at our Retail Cloud level.


Counter Category : Our Retail Cloud supports both B2B (Business - Business) and B2C (Business - Customer). If you select as B2B counter, it enforces the end outlet users to enter GST/TAX ID. It also takes care of inter-state transactions.


Counter Type : The counter can be Fixed or Mobile. In other words, for a given outlet, one or more counters can be Mobile and are permitted to do operations from anywhere. There is no restriction on location.


Device Type : The can restrict the counter to specific platform (Android, iOS or Windows). If you select 'All' the counter may use any one of the Platform.


Print Type : Depends on the printer capability and customer's requirement, we optimized the printing. For example, for simple All-In-Devices, you can select 'GENERAL' as it cannot support formatting. For good quality thermal printer, you may select 'THERMAL PRINT'.


Quick Bill : We suggest you to select Quick Bill option for FMCG/Super markets where POS speed is very critical.


Tax Code : Where you are conducting events and doing billing outside your outlets, you may have to apply different taxation. This is applicable to F & B business where you operate counters during events. For example, you may open Food Counter during Football match.


Remarks : Any extra details you want to add to the counter.

Edit Counter : You can also Edit the existing counter. Please note that one device can be mapped to only one counter. The system gives error, if you try to add one Device to more than one counter.

Delete Counter : You cans delete one or more counters at once. Select the Counters show in the first image and press Delete button. The Counters get deleted after your confirmation. Please note that the transactions you made with any Counter will remain undeleted.

We give you capability to create Taxation for each store. In general, taxation may be same in given country. However, there is a possibility where you may have to have different taxation for each state. If a store is located in specific state, local state taxation is applicable.

By selecting Taxation under Outlet Management, you will taxation details for each store. You can select Location filter to see the taxation for specific store.

You can configure new taxation for one or all locations. You have define the tax components for each Tax Category. A product must have tax category or tax code. Each Tax code can be assigned to more than one tax component.

You may see the below for more details Tax Category/Tax Code configuration.

Tax Category : is the category you created under Generic Masters -> Tax Master.
All Categories you created with Tax Master get loaded and you can select the appropriate category.

Effective from Date : is the date from which this tax is applicable. In other words, you can configure tax changes ahead of time.

Effective from Date : is the time on the day it supposed to effective.

Location : is the specific Outlet or All outlets where this Tax Category/Tax Code is applicable. Please note that Tax Code and Tax Name cannot duplicated for a given outlet. All products this tax code have the same taxation. The taxation can be explicit or implicit. For example, tooth paste is sold at MRP and tax is part of the MRP. On the contrary, in F & B, Tax is added on top of the SALE PRICE.

Tax Name : You can as many tax names/taxes for a given tax code. See the below example for better clarity on Taxation.

Example :
Tax Code/Tax Category: GST_12

We can create CGST, SGST, and CESS (Tax Names) for this particular tax category. You can define Tax Percentage for each Tax Component/Name.
            1.  CGST - 6 %
            2.  SGST - 6 %
            3.  CESS - 12%
The total tax for all product with Tax Category/Tax Code GST_12 would be 24%. You can also have Tax one Quantity rather than MRP/SALE value.

Tax Rate : Tax rate for the above tax name. The Rate is flat if there is no Tax Range specified. At times, Tax may vary depends on the sale value for the same category of items.

Status : We enable/disable this particular tax component for a given Tax Category. If the Tax Component is disabled, this won't be applicable immediately for all Sales/Purchase Transactions.

Tax Type : It can be Percentage or Fixed. In general, all taxes are in percentage. However, you can use fixed mount for a given MRP rate.

For given tax name/component, you can create Sale Price based tax rates. If you don't specify any Tax Range, the Tax Rate entered before is applicable to all prices.

Tax can also be based on Quantity. For example, Cigarette tax is based on as per stick as well.

To access any outlet service, one has to be employee and must have proper shift allocation. The following steps are to be done before a user can access and perform the tasks.


He/She must be an employee. Use Generic Masters -> Employee Master for creating an employee for a given location.


The created employee must be added to one or more shifts. Shift determines days and timings where an employee can access the Retail Cloud services.


Then finally, you need to create user and assign a role(s). Please refer User Management section.

Now, let us see how a Shift is created against of a location.

You can create one more shift for a given location. You can create one shift for one location, at a time. When you select Shift Master, you would list of all Shifts created so far. You know the shifts crested for specific location, please select specific Location using Location filter.

To create new shift, please select 'Add New' button and fill the below details.

Shift Name : Please give unique name to the shift. For example, you can give STR01Shift1 if it is first shift or STR01 location.

Shift Location : Store ID/Location to which you want to create the shift.

Start Date : is the date from which the shift is valid. You can create shift for the future date.

End Date : is the date when shift is no more valid. The user cannot Login if the shift he/she is added is expired.

Day/Start Time : is the time the Shift starts.

Day/End Time : is the time the Shift ends.

Once shift is created for a given outlet, we need to add users/employees to the shift so that they allowed to Login. The access can happen at two level.

       1)  POS/Outlet Management - Android, iOS, or Windows App.
       2)  Console - For Configuration, Monitoring, Control and Visualization.

When select Shift Allocation/Configuration, it displays summary of all Shifts created so far across all locations. You can also select specific Location/Outlet to see all shifts and users added to the Shift.

Add User to the Shift :
Select 'Add New' button to add an existing employee to the shift. To add a user, you may do the below steps.

      1)  Select Outlet/Location.
      2)  Shift Name and Shift IDs are fetched automatically. No need to anything with these fields.
      3)  Search Employee by name or ID and select.
      4)  You are done. The employee gets added to shift.

After successful addition of the Employee to the shift, he /she can access the specific service flows based on the Role defined to him/her.

You can view and monitor the Bills that are made across outlets. It gives all bills along with their status. You can see the following Bills and their status.

            1)  Credit Bills
            2)  Pending Bills
            3)  Cancelled Bills
            4)  Return Bills
            5)  Void Bills
            6)  Completed Bills
            7)  Home Delivery Bills
            8)  Credit Notes

You can also filter the Bills by selecting filter options given at the top section. Select the filter options and press Search button for results.

Filter Parameters and Meaning:
Zone : Zone May have one or more outlets added to it.
Location : You can select either all outlets or one outlet.
Category : You can see all Bills that have specific category of products.
Sub Category : You can see all Bills for a selected Category and Sub Category of products.
Counter ID : You can select Counter ID for given location already selected.
Brand : Select one or all brands.

By default, it shows all Bills against of the current day. You can setup start and end dates to see the Bills with in the Date Range. It also shows Page and Grand Total.

Completed Bills :
Bills that are paid and completed. A Completed bill may have one or more payment modes. For example, customer might have paid both in Cash and Card. When a Bill is completed the stock gets deducted from the Outlet Inventory.

To see complete Bill details, you may select View Option under Action column. The above scree capture gives the complete item details of the Bill. You may notice the following details of the Bill.

Each Item and its MRP, Sales Price, Manual Discounts, Auto Offers, Tax, Quantity and Total Sale Value.
Coupons/Gift Vouchers
Total Tax (CGST, SGST, or IGST)
Total Discounts (Manual and Auto Discounts)
Sub Total
Net Bill Value
You can also download the PDF format of the Bill by selecting the Bill (PDF) at the top right.

In the next Tab, we can see the Bill Payment Details. You may take note of the below details.
            1)  Pay amount along with Transaction Ref, Payment Mode,
            2)  Amount Received
            3)  Amount Returned
            4)  Payment Due, If any

You may also see the Print View to see the Thermal Print format the might have given to the Customer. It has all Bill Details including Address, GSTIN and other statutory requirements.

Credit Bills :
It shows the list of all bills which are unpaid bills. You can setup credit limit for each customer. You can enable to disable Credit Bill option. You may refer outlet configuration. The Credit bill gets completed once the amount is paid by the Customers and Cashier or Backend operator has to update the Payment Status.

Pending Bills :
Bills that are paid partially. Pending Bill can be opened to POS level and change the status to Completed.

Cancelled Bills :
Bills that are Cancelled after Completion because of any exception. A completed bill can be cancelled either at Outlet Level or using the Retail Cloud Management Console.

As show below, if you have permission set, you can select Edit option and Cancel a Bill.
Bill can be Cancelled only with in fixed no of days.

Returned Bills :
Return bill is made when the Customer return one or more items he/she bought. This is subjected Return Policy of an organization. By selecting Return Bill, you can see the Return Bills subjected to filter conditions at the top section.

Void Bills :
Bills that are not completed and just saved without any Payment done. However, Cashier has to specify the reason for Void Bills.

Home Delivery :
We do support Home Delivery. At POS level, you get both Take Away and Home Delivery options.
When Home Delivery is selected, Payment can happen either before the Delivery or After the Delivery.
Delivery Person can use Mobile Device for Door Delivery and Payments at the Customer Door.
All Bills that are to be delivered comes under Home Delivery category. The Bills would be visible under Completed when the Delivery is made and Confirmed by either Cashier or Customer.

MCN (Merchandize Credit Note) :
When Customer returns an item, the Retailer has two options. You can setup these options while configuring the store.
           1) Either give the Cash back.
           2) Create MCN and give the Print out to the Customer.

By selecting MCN option, you all see MCNs and their status. MCN would have expiry date.
It MCN is expired, it cannot be redeemed by the Customer.

You can view stocksacross locations and zones. You can further narrow down the stock search and view by using filter parameters shown in the Figure. You may find the following options under the Stocks Menu.
            1. Stock History - Closed Stock Quantity on each day.
            2. Available Stocks - Item wise current stock.
            3. Day wise Stock.
            4. Ordered Stock - Ordered stock that is in pipeline.
            5. Critical Stock - Stock Items that are below reorder point.
            6. Blocked Stock - Stocks that are blocked because Online/Omni Channel Orders.
            7. Returned Stock - Stocks that are returned back to suppliers.
            8. Boneyard - Stock that cannot be sold.

TechnoLabs Retail Cloud gives the stock quantity of each item that was recorded at end of the day. All products and variants are recorded on daily basis. For example, if a product has more than one MRP, the system stores the history each MRP wise. You can look at the stock on previous day. You may also Save as csv file and use it for further data processing.

This flows gives Location wise products and their stocks. You can get specific products using the filter parameters given in the Header Section. You can also search specific product using search bar. You do have provision to save the stock items as csv file.
Please note the following fields and their importance.

Batch Number: Retail Cloud supports batch and item wise tracking. Using batch number, you can control Ageing and product expiry.
Expiry Date: It gives expiry date, if batch is mandatory for the product. The system forces the user to enter the Expiry Date while doing stock in.

Size/Measure Range: It gives size/weight of the product.

UOM (Unit of Measurement): is the unit for the product. KG, PCS, etc are the units available.
Pack Qty: A product may be in loose or in packed form. It shows both packed quantity and actual stock quantity. For example, if you have stock of 10 packs of 2 KG sugar, its packed quantity is 10. Its stock quantity is 20 KG.
Stock Value: It is stock qty multiplied by the cost price. In other words, it is total stock value of the item with in the selected Location/Store.
Re-Order Point: The stock quantity of a product should not fall below the Re-Order Point. Procurement must happen when the stock quantity reaches re-order point. Depends on the Lead time and average consumption.

Total Quantity: is the sum of all items quantities. This more meaningful when you select items of same category and with same UOM.
Total Cost:Total Cost of the items that are displayed.

The display and GUI remains the same as that of earlier one. However, it displays all products that are ordered and PO is released to the Vendor/Supplier. It is assumed that you are using Procurement Service of the Retail Cloud.

It shows all products where their quantities are equal or below the re-order point. In good Inventory Management system, we supposed see that there is no stock outs. In other words, stock should never go below the re-order point.

We treat each store as fulfillment Centre for Online and other sales channel orders. When an order is confirmed at the store, the stock get blocked. The blocked stock cannot be billed for normal walk-in customers. The blocked can be unblocked only when the orders get Cancelled.

Returned stock gives stock that was returned back to the Vendors between two dates.
Whenever stock it is returned, the outlet products stock gets reduced. Every Return may generate Debit Note. Returns are quite common due to various reasons including quality.

All items that cannot be sold are marked as boneyard. You can mark any item as non-sellable at various points.
1. While billing, you can mark any item as non-sellable.
2. While doing stock verification.
3. While getting stocks to outlets.
Non-sellable items can be either liquidated or written-off.

Inventory Management is important component of Outlet Operations. If you are using entire TechnoLabs Outlet Service, you may need to follow each flow. If you are customer, who are using POS Service, Inventory Management is not applicable to you.

Let us assume that you are using TechnoLabs Retail Cloud Service for entire Outlet Operations. You may find the below flows. Each section will be explained further in detail.
            1. Stocks
            2. Stock Transfers
            3. Material Consumption (F & B)
            4. Stock Movement
            5. Stock Supplies Report
            6. Stock Verification
            7. Outlet Health
            8. Notifications
You can monitorinventory of all stores here. The access to each store can be controlled using Role Configuration. Access to each flow can be controlled using role definition.

It is a must to do periodic stock verification so that stock reconciliation can happen. If you are in the Business of perishable items, you need to do daily stock verification. For example, Fruits & Veg business must do daily stock verification.

We made stock verification very flexible and our customer can use hand-held Android devices for stock verification. At console level, we need to configure and monitor. Actual stock scanning and verification happens at outlet level. You no need to stop billing for stock verification.

To begin with we need to setup Verification Schedule. This can be using Verification master flow. As shown in the Fig, when you click Verification Master under Stock Verification,

Stock Verification master needs to be configured for each store. The configuration includes, date/time of stock verification, departments wise selection, and category/sub category selection. Once configuration is done to a store, store users can start stock verification on specific dates. You can set up verification plan/master for an outlet by selecting 'New' option.

You may see the below screen. Add the details and Submit making the store ready for stock verification. An outlet may have more than one verification plan. For example, you may plan to verify one category of items at a time.

Location: is the outlet to which you want to plan the stock verification.

Department: You may select 'All' or one department. The outlet users can verify the stock data only for that department on a given date and time.

Category/Sub Category: Like department, you can select specific category to do stock verification.

Status: If the status is 'In Progress', outlet users can do the stock verification. If can disable Verification Plan by selecting 'Disable' option.

Start Date: The Date from which the Stock Verification plan is effective.

End Date: The End Date is the last day of the verification plan.

Start Time/End Time: The time band during which the stock verification is allowed.

Repetitive: In general, the stock verification is repetitive. The period can be daily, weekly, monthly or specific no of days.
Once the verification plan is configured, the store users can start verification with in the day/time.

After verification plan is done, you can start stock uploading as per the plan. You can scan using Android Phone/Device and keep posting the stocks. As you keep posting the stocks, it shows in the summary page given below. You can filter the stock uploading based on Location and other parameters in mentioned in the Header.

Stock taking and uploading is not possible if the date/time falls outside the Verification Plan. You can open the individual stock posting by using 'View' option under 'Action'.

You can also save the stock posting as CSV file by selecting the 'Save' option.

Once the stock verification is planned, store staff sill start posting the stocks on a given day/time. Multiple users may start posting the stock data. After stock verification is done, the stock posting get aggregated and show as single verification.

Select the outlet to which you want to aggregate the stock postings. And then select 'Load Verifications'. It aggregates all posting show a stock verification entry row under the data table.

You may also note the below columns and their importance.

Open Stock:This is the closing stock when the last verification made..

Stock In:Total stock that is received since the previous verification was done.

Stock Out:Stock that is moved out of the store.

Book Stock:Ideally, the stock must be equal to opening stock + stock in - stock out     But in reality the stock bound to be less due to pilferage.

Actual Stock:Physical stock that was counted during stock verification/posting.

Dump Qty:You can enter the dump quantity if any items cannot be sold due to quality issues.

Loss Qty:Any difference between book stock and physical stock is considered as loss qty.

Status:Write Off means that the stock loss and dump quantity as adjusted.     Now both physical stock and book stock become the same.

To do Write off, you may select edit option with Stock Verification and select 'Write Off' under the 'Action' and Submit. Once you did 'Write Off', it cannot be rolled back. It is important verify the stocks before doing Write Off.

One must be able to know the outlet's health quickly. The following data gives the insights into business profitability at each outlet level.
       1) Inventory Averages
       2) Customer Walk-ins
       3) Sales Averages
       4) Product Stock outs

You get real time reports so that your monitoring and control is more prompt.

Inventory Averages: It gives product wise stock average between two dates. You can take decision stock reduction if stock is higher than the average sales.

Customer Walk-ins:This gives customers walk-in vs sales made. This report gives you insight into the performance of Sales Staff.

Sales Averages: Give the data on product wise sale quantities between two dates. You can make out the sales pattern for a given product.

Product Stock outs: Gives you the list of products where the stock become Zero despite that fact that average sale is higher sales above zero.

You can send notifications to one or more outlets. The message can be instructions or store operations related. This makes communication easy between Central Office and Stores.

For new notification to one or more stores, please select 'Add New' option. You can select notification type. Need to specify the Subject as well. The moment you press Submit, the notification would be visible at POS level.


In today's digital age, campaigns cannot be just generic. Retailers who know better about their customers can position and run campaigns effectively. With social media, it is much more important to have Retail solution that enables to run campaigns that are precise and seamless. Campaigns can also be applied to specific location or zone.

TechnoLabs Retail Cloud platform provides a platform that makes running campaigns become just click away. Campaigns can be configured in such a way that they are visible both in brick & mortar and e-commerce channels. Customer is tracked, and campaigns are applied very precisely.

The person responsible for Campaigns can configure and publish the campaign in no time. Retailer can monitor and visualize the results on daily basis. Using Retail Management Console, the Retailer can configure, monitor, control and visualize the campaigns. Campaigns can be with or without Deals/Offers.

The first step before running a campaign is to decide about the Offers or Deals and Campaign channels. The Retailer has the choice to configure complex offers/deals and apply them to specific sales channels. The sales channel can be one more outlets and/or online channels.

Below is the list of offers/deals one can configure against of specific category of customer and/or against of specific locations/zones and/or against of specific sales channel.

You can configure variety of promotions by selecting Offers/Deals. On selecting Offers, you get the summary of offers. You can filter the offers and view specific offers.

   Add New -To add new offer.

   Save - To save all offers as CSV.

   Delete - to delete a Offer/Deal.

On selecting 'New Offer', you will get the below screen where you can configure the Offer. Offers have several parameters to configure.

Offer can be categorized into four types. Each offer can be either Quantity based or tuner over based. The quantity can be for specific product or for group of products.

   Item specific.
   Group Turn Over.
   Category Turnover.
   Cart Turnover.

Quantity based offer further can be categorized into 4 variants.

    Offer is applicable to specific quantity purchase.  
   Example:   Need to give 10%  discounts on buying 3 quantity (Product X).
   Above 3, the discount is not applicable.

    Offer is applicable to specific quantity and above.  
   Example:  Offer is applicable, if a customer purchase 3 and above.

    Offer is applicable when quantity repeats.  
   If the offer is applicable on purchase of 3, it would be applicable on quantities
   6, 9, 12,etc.

    Offer is applicable for quantities ranges.  
   Example:  Offer is applicable if the quantity is between 3 and 6.
   The rest has to be sold at MRP.

Like Quantity offers, four variants are applicable to turnover offers as well. As mentioned before, the turnover can be total cart or individual group/Category.

   The offer is applicable the group/cart turnover exceeds
   predefined amount.Example:The offer is applicable if the turnover exceeds 3000
   INR. Above 3000, normal MRP is applicable.

   Offer is applicable when the turnover exceeds
   a predefined limit The difference is, the offer is applicable to all amounts
   above the specific limit .Example: Offer is applicable, if the cart or group tuned
   over is 3000 INR and Above.

   Offer is applicable with multiples of Turn Over.
   Example: Offer is applicable against Cart/Group sales, of the amount is 3000 INR,
   6000 INR, 9000 INR, etc.

   Offer is applicable if the turnover is within the range.
   Example: Give 10% discount if the turnover is within the range: 3000 INR-5000 INR.

Before creating the offer, enter/select the below data. This is about generic offers. Will discuss about Customer Specific offers later.

Enter appropriate offer name. This can be alpha numeric combination.

Select Offer Category. As show in the pic, it can be Item Specific, Turn Over, Groups Turn Over, or Category Turnover.

Offer priority ensures that this offer is applied to an item if there are more than offer are running against of that item.

Date from which the offer is gets applied.

Offer is valid up to the end date you select. After End Date, the offer won't be applied at POS level.

The offer is valid only during the time band mentioned here. For example, you may want to implement Happy Hours.

This is applicable when you configure item/quantity specific offers. For example, in a group/category, the offer is applicable if the item price is less than the Max Price.

This is opposite of the Max Price. If you are creating group/Category offers which are based quantity, the offer would be applicable only if any item price is equal or more than the Min Price.

This sets the limit on number of bills where the offer is applicable. If total bills exceeds this limit the offer won't be applicable.

It sets limit on number bills where the offer is applicable on a day. Once the total bills exceeds the limit, the offer cease to apply.

You can exercise the option to select specific stores. The offer is applicable to the selected stores only. You can select one or more stores so that offers are applicable to selected stores only.

You select one or more week days for offers. For example, you can have offer that run only on Sundays.

You can select if the Returns/Exchanges are allowed for the items that are sold at reduced price by applying offers. If you don't select the options sold goods are not taken back.

With TechnoLabs Retail Cloud ( platform, you can configure and variety of offer. It must suffice your promotions requirements.

Please look at the some of the below options to configure Item wise and category wise offers. If you want to configure item wise offers, please select category under which you want to do the offer. By default,
'Item Wise Discounts' option s selected. You just need to search and add the each product/item.

  Select category, brand or department to which your products linked.
  If you don't select category, brand or department, you can search and add any

  Select 'Item Wise Discounts' and search for item by using name or product ID.

  If you have many products/items, please use excel sheet to do bulk uploading.

  Now you are able to add one or more items. Enter the quantity to be purchased to
  get the offer applied.

Select Discount Type.
You may fix the total amount for the given quantity. For example, 5 pieces at 150 INR.

Cash Flat:
For a given quantity and above, you can set up the flat discount. Example: Get flat 100 INR, if the quantity sale is more than 5 and above.

  You set up percentage of discount for a given quantity sold. Example: Set 10% discount if the quantity of specific item sold is 6.

No of loyalty points must get added if specific quantity is sold.


You can set up free quantity on buying specific no of items.You can enter free quantity on against of the 'Offer Qty' field.

Enter discount value.

            Depends on the Discount Type you selected, you can enter appropriate
            discount value against of the filed 'Amount'.

                     Fixed Rate --- The Amount value is in INR/Local Currency.

                     Cash Flat --- The Amount value is in INR/Local Currency.

                     Cash Discount - The amount value is nothing percentage of the
                     product's MRP.

                     Loyalty Points ---- The percentage of MRP that gets added as Loyalty

                     Quantity --- This is no of free items against of the 'Sale Qty' entered.

  If required, you can delete the added items by using Delete option under Action.

Previous section discussed about item wise discounts. Now, we will give very detailed offer cases that far more complex and diverse. To begin with you need to select specific one or more combination of Category, Brand and Department.

We are going to discuss about two discounts types.

  Cart Turnover Offer.
  Category Turnover Offer.
  Item wise Offer-Category.

  It is assumed that you selected Bill Turnover option under Offer Category
  at the top.

  Select Category, Brand or Department. It gets added Table under
  'Complex Discounts'.

  You can add more than one category, if the business requirement demands.

  Select discount type.

         Fixed Rate - Not applicable for Cart Turnover offer

         Cash Flat - Fixed cash amount would be discounted when the Cart Value
         exceeds the limit specified.

         Cash Discount.

         Loyalty Points.

         Discount Coupon.

         Gift Voucher.

  By default, Reward Criteria would be Cart Turnover.

  Repeat Flag (Checkbox) indicates if the offer is repeated if the Cart value becomes
  multiples of specified value. Example: The cart value specific is 5000 INR/Local
  Denomination. If the Repeat Flag is set, the offer is applicable when cart
  value becomes 10,000, 15,000, and so on. If the repeat flag is not set,
  it is assume that Offer is applicable to any value equal to Cart value and above.

Start Value: You can set the start value so that Cart Offer is applicable after the bill amount becomes equal or more than the start value.

End Value:If you want to run the offer with in specific sale range, you may enter specific end value. Naturally, end value should be more than start value. The offer cease to apply for the value that is above and below the Start/End value.

Reward Value: is the discount value for a given conditions.

  If the 'Reward Type' is Cash Flat, the consumer will get fixed amount discount.

  If the 'Reward Type' is Cash Discount, the consumer will get percentage of the
  cart value.

  If the 'Reward Type' is Loyalty Points, the consumer will get percentage of Cart
  Value as Loyalty points.

  If the 'Reward Type' is Discount Coupon, the fixed no of coupons gets assign to
  Customer.For more details on Coupons, please refer Customer Loyalty.

In this section, we can go through the steps that are required to configure the Category Turnover. You can apply the offer to group of items (Category, Brand, or Department). The Reward Type option same as that of Cart Turnover.

  Select Offer Category as 'Category Turnover' at the top of the offer configuration.

  Select one or more categories, brands or Departments.

  Select Complex Discounts.

  Select Reward Type.

  Select Reward Criteria as Turnover.

  Now, you need to specify start and end value (Category Sale Range).

  Reward Value depends on the 'Reward Type'.

  If want to exclude any items to offer, please add those items
  'Exclude Category Items'.

You can also configure the category offers which are one or more items specific. Please follow the below steps to create offers for group of items under Category, Brand or Department.

  Select 'Item Specific Offer' against of the Offer Category at the top section.

  Select 'Reward Type'.

  By default, Reward Criteria would be Quantity Based. It gives only one option as it is
  items specific offer.

  Enter either Min Qty or Min Amount. The system won't accept both at a time.

  Enter the Min Qty.The offer is applicable if the total quantity sold in this category is
  equal or more than Min Qty.

  If you want to have offer based on the total sale amount of the category items,
 enter the 'Min Amt'. The offer gets applied once the total sale value of the specific
 category selected is equal and more than that Min Amt.

As on now, Retail Cloud won't support Category based Combo Offers. However, this not a limitation. You can achieve that same by using Group Offers.

TechnoLabs Retail Cloud( to have offers that are based mix and match of the items. You can create product groups from the existing products/skus and apply offers for those groups.

Like Category Offers, Group Offers are of the following types.

  Group Offers - Items wise discounts

  Group Offers - Group Turnover Offer

  Group Offers - Groups Quantity specific offer

  Group Offers - Combo Offer

The following options remain same for both Category and Group Offers.

  Reward Type

  Reward Criteria


  Lowest Price Item

  Use and Combo

  Allow Multiple Discount

With this offer, consumer gets discounts if he/she purchases specific number of items in a given group. Like the offers, Quantity has three scenarios.

  Quantity and Above

  Quantity with repeat option

  Between two Quantities ranges.

Follow the below steps to configure the Quantity specific Group offers.

  Select 'Offer Category' as Item Specific Offer'.

  Select 'Configure Based on Groups' option.

  For SKU/Product Search and add already an existing group to which
  offers to be creation, go to Master Data Management ->
  Outlet Masters -> Product Group Master.

  Select 'Reward Type'.

  Be default, Reward Criteria would be 'Quantity Based'

  Now, enter the Min Qty. Offer get applied where the sale quantity is
  equal and more than this quantity.

  Reward Value works differently for each Reward Type.

          Reward Type - Fixed Rate - The value of the entered quantities would be fixed
          value entered against of Reward Value.

          Reward Type - Cash Flat - It is flat discount and sale
          value of the entered quantity is MRP - Cash Flat.

          Reward Type - Cash Discount - This is percentage discount from the MRP
          values of the group items.

In the previous section, we discussed about discounts based on the Groups Quantities sold. We do have one more option which is based on quantities amount. The discount will be applied if the group turnover is equal or exceeds Min Amt. All other option remain same except Min Amt.

SNo Offer/Deal Name Description Examples
1 BoGo - Buy One Get One Free(Same Group) Same Item BoGo with repetition

Same Item Mix BoGo

Same group BoGo

Same BoGo+ Individual offer

BoGo+ Individual deal

Serial BoGo
Buy X get X. Cart have 4 items then BoGo should apply 2 times

Buy X get X , Buy 2X get 1X, Buy 1X get 2Xetc

if buy 2(X,Y) get 1Z, 3 different items from same group

if buy 2(X,Y) get 1Z, + Apply % discount on 4th item

if buy 2(X,Y) get 1Z,+ Apply free item on 4thitem

Buy 1X get 1Y- No other free item for Y even if there is BoGo
2 Buy X Get Y(Diffrnt Groups) BoGo with Repeat case

Mix BoGo

Buy X get Z+ Individual offer

Buy X get Z+ Individual deal

Serial BoGo
Buy 1X and 1Y from Grp A. Get 1Z and 1R from another Grp B

Buy 2X from Grp A, Get 1Z from Grp B. Buy 3Y and 2R.

Buy 1X from Grp A, Get 1Z from Grp B. Plus % discount on 3rd Item

Buy 1X from Grp A, Get 1Z from Grp B. Plus free item on 3rd Item

Buy 1X get 1Z- No other free item for Z even if there is BoGo
3 % Offer(Same group) % Offer Basic case

% Offer Same Item - Repeat Case

% Offer - Multiple Items (Combo)

% Offer - Multiple Items (Combo Repeat)
Buy X get n % off

Buy 2X get n% Off. Buy 3X get n% Off

Buy 1X+1Y get n% discount

Buy 2X+1Y get n% off. Buy 4X+2Y get m% Off.
4 % Offer (Combo)(Different Groups) % Offer Basic case

% Offer Same Item - Repeat Case

% Offer - Multiple Items (Combo)

% Offer - Multiple Items (Combo Repeat)
Buy (1X) from different Grps, and get n% Off

Buy (2X) get n%. Buy (4X) get m%.

Buy (2X+2Y) from different Grps and get n% Off

Buy (4X+2Y) from different Grps and get n% Off
5 Combo Cases(Multiple Groups) Combo at flat rate

Combo Flat discount

Combo - Flat rate Repeat

Combo - Flat discount Repeat

Combo with individual offer

Multiple Combos

Overlapping Combos
Buy (X+Y+Z) @ 4000 INR

Buy (X+Y+Z) and get 2000 discount

Buy (2X+2Y+2Z) @ 8000 INR

Buy (2X+2Y+2Z) and get 4000 discount

Buy (X+Y+Z) with individual offer on Z

Buy (X+Y+Z) with another Combo Offer on Y+Z

Buy (A,B,C). But A+B has one offer and B+C has another Offer
6 Lowest Price(Same Group) % on lowest price item

% on lowest price item - Repeat

Fixed discount on lowest price item

Fixed discount - Repeat
Buy 2 (X, Y) and get n% discount lowest item.

Buy 2 (2X, 2Y) and get2n% discount lowest item.

Buy 2 (X,Y) and get N Rs on lowest item.

Buy 2 (3X,3Y) and get 3N Rs on lowest item.
7 Lowest Price (Different Groups) % on lowest price items

% on lowest price items - Repeat

Fixed discount on lowest price items

Fixed discount on lowest - Repeat
Buy 2(X,Y) from different Grps and get n% on lowest price item.

Buy 4(2X,2Y) from different Grps and get 2n% on lowest item.

Buy 2(X,Y) from different Grps and get N on lowest price item.

Buy 6(3X, 3Y) from different Grps and get 3N on lowest price item.
8 Lowest Price + Individual % on lowest price and BoGO

Repeat Above

Fixed on lowest and % on any item

Above Repeat
Buy 2(X,Y) from same Grp but Y has individual BoGo.

Buy 4(X,3Y) from same Grp, get free for Y.

Buy 2(X,Y) from same Grp but Y has individual n% offer.

Buy 4(X,3Y) from same Grp, get 3n% discount.
9 Turnover Case(Cart Offer) Free item for specific cart value

Repeat above

% for specific cart value

Repeat above
Buy for X rupees and get Y as free item

Buy for 3X rupees get 3Y as free items.

Buy for X rupees and get n% as discount

Buy for 4X rupees and get 4n% as discount.

TechnoLabs Retail Cloud platform supports Omni Channel Management. Customer experience is seamless across all channels. The platform supports all sales channels and orders are routed to nearest fulfillment center.Please take note of the following niche features.

  Supports Geo Fencing. You can set the boundary so that orders with in the
  boundary are acceptable.

  Customers can see real-time inventory of nearest fulfillment center.
  Customer can order only if the stock is available.

  Order gets routers POS counters and can be converted into Bills.

  Supports Logistics providers so that Door Delivery can happen.

  Customers registered and tracked across all locations.
  Promotions and other Customer Loyalty programs are visible across
  all sales channels.

To support orders coming across all channels, Retail Management Console provides complete Order Management. Your Call Center or Customer Support staff can access the orders coming across channels for monitoring, update, and control.

To access Order Management Flows, it is assumed that you have proper roles and access rights. If you have access rights, you may find the below functional flows.

To see all Sales Orders across all channels, please select Sales Orders. You may see summary of all orders coming across all channels.

You may also filter the Orders using filter conditions given at the Top. Order Management gives you the entire Life Cycle Management of an Order.

When select 'All' under 'Order Management' -> 'Sales Orders' it gives all Sales Orders received across all channels. You can see the status of each Order. You can also see the status of the Delivery if you are partnered with one or moreLogistics Providers.

You can use Retail Clouds platform for creating orders by your back-end support team. Example: You can punch-in all Telephonic Orders.

Select 'Add New' for creating new Order.

Please take note of the below points before start using 'Create Order' flow.

  On entering Mobile number, it fetches all details including address.
  If the customer is new,you need to enter the details once.

  If you have Geo Fencing enabled, it selects store/warehouse location
  automatically. If you don't have the service enabled,you need to
  select the Store/Outlet from where the delivery happens.

  You may take note of Delivery Date and Time.

  You may also set the Payment Mode, if it is Post Paid.

  It is a must to enter the Shipment Address. If it is new customer,
  you have to enter the Address Details.If Shipment Address and
  Billing Address are same,you may use Copy All option instead of
  entering multiple times.

  Order can be completed once you added one or more items/products.
  The price of the item is picked from the Online Price.You also have
  the provision to take the price from respective nearest store.

  You can also add manual discounts, if you are allowed to do.

  Email or SMS can be initiated on submitting the order.

You can edit/update any Order as long as the Bill is not made against of the order. Default workflow is configured in the following order.

  Ordered: Got the order either manually entered or customer
  ordered using Commerce Portal or Mobile App. Both Commerce Portal and
  Mobile App are part of our Retail Cloud.You can have option of confirming
  each order.

  Confirmed: We cannot bill and ship an Order unless it is confirmed.
  If customers are ordering using our Digital Commerce platform,
  by default, all orders are Confirmed. The moment an Order is Confirmed,
  the stock gets blocked at that fulfillment Outlet.

  Pending: An order goes into Pending status if it is delivered even after the
  Delivery Date.

  Shipped: The goes to shipped state when Order gets converted into Bill.
  When the Bill is made the store/warehouse stock comes down.

  Delivered: The order goes Delivered state once the Shipment is delivered
  to the end Customer.

  Returned: The Order goes into Returned state, I the Customer returns
  one or more items due to quality or other reasons.

All orders can be accessed from here irrespective of the sales channel. This is possible, if you are using TechnoLabs Retail Clouds - Omni Channel platform.

You can view all Orders and their status here.

You can also update any order, provided you have access rights.

The Order get closed automatically once the goods are delivered and Tax Invoice is served.


You may contact Retail Clouds team for Logistics Integration.

With this, you can view items ordered quantity vs stock quantity between two dates. Ordered quantity is aggregated
quantities between two dates. Stock Quantity is the aggregated quantities (Sum of all quantities in warded) between two dates.

This is gives visibility on stock outs if any.

In Online Business, customers may not convert Cart into order for various reasons. Poor connectivity, Transaction Failures, and so on. Retailers must know the all pending Carts so that customers can be contacted and convert the Carts into Order.

You can see the Pending Carts between two dates.

This report would be available, if you are using our Digital Commerce services. You may be using both Commerce Site, and Mobile App.

Retailer must have visibility on Orders to Delivery efficiency. Orders may be coming from several channels. It is assumed that you are using our Omni Channel platform.

To view Order to Bill report select Order Management -> Cart Reports -> Order to bill report.

You may see the location wise Orders and the Bills made against of those orders. If any order is not fulfilled, the Serial Bill ID and Bill ID columns remain empty. You can see and compare Order Date and Bill Date.

TechnoLabs Retail Cloud supports both B2B and B2C sales. In case of B2B sales, there is a possibility of getting Sales Order sending Quotation. B2B Customer would release Sales Order against of the Quotation we send.

On selecting Order Management -> B2B Sales Orders -> Sales Quotation, the system displays all Quotations on current date. You can set filer parameters for viewing Quotations against of specific location and/or between two dates.

Retailers need know who the customers are, and what their purchasing patterns is. We provide Customer Loyalty service so that Retailers can reward the customers. It is assumed that you subscribed to Customer Loyalty program.

Select Customer Loyalty menu for accessing Loyalty Functionality. You may find the below flows.

  Loyalty Cards

  Loyalty Coupons

  Loyalty Gift Vouchers


In the coming sections, we are discuss one by one. Let us discuss Loyalty Cards now.Loyalty Card can be issued to any customers who meets your business criteria. When you select Customer Loyalty -> Loyalty Cards, you may find the summary of all Loyalty Programs created so far. You create different Loyalty Card types with different parameter values.

Loyalty Card program can be created by selecting 'Add New' option. You may find several options while creating Loyalty Card program. You may take note of each field or parameter.

  Loyalty Plan ID: Any alpha numeric text that represents plan. For example:
  'Brand Loyalty' can be the name to create Loyalty Cards for specific brands.

  Card Type:You can have more than one Card Type with in the Loyalty Program.
  Example: Platinum, Gold, Silver, and Bronze can be possible card types.
  'Brand Loyalty' can be the name to create Loyalty Cards for specific brands.

  Valid From:The date from which the Loyalty Programs is applicable.
  The points gets accumulated from that date.

  Valid To:The end date after which the Loyalty Cards/Program is no more valid.
   The Customers cannot redeem or use the Loyalty Cards/Program.

  Validity Period:No of days the Loyalty Cards remain valid from date of Issue.
  Please note that Loyalty card can be physical card or electronic card
  with Mobile as it's ID.

  Status:Status of the Loyalty Program. You can make any running program
  suspended by selecting the 'InActive' option.

  Plane Name:It is detailed description of the Plan.It can be alpha
  numeric combination.

  Rewards Lifespan:Time period during which rewards can be redeemed
  from the date of points added. After Rewards Lifespan the points will get expired.

  Start From:Start Date from which the Card is valid and the points gets
  accumulated.Loyalty program will be affective only after the start date.
  Please note that Start Date has to be with in the 'Valid From' and 'Valid To' range.

  Till Date:Last date up to which the Card/Loyalty Program is valid. After expiry date
  redemption is not possible.

  No of Cards:Total number of cards that can be issued to the Customers.
  Once you cross the limit, new cards cannot be issued to the customers
  unless the 'No of Cards' are raised.

  OTP Required:It this option is selected, it is a must to have OTP code for
  Loyalty Points redemption. Please note that it is assumed that
  you have SMS gateway configured for SMS pushing.

  Auto Issue:The Loyalty card gets issued automatically either at the POS billing
  or at the time of Online Order.The Loyalty Card number gets mapped to
  customer's mobile number. If the 'Auto Issue' is not selected,
  we have to issue the Loyalty Card manually and assign it to each customer.

  Conversion Ratio:Loyalty Points to Cash conversion factor.
  It can be any real number.

  Base Points:No of bonus points that get added when Loyalty Card is assigned
  to the Customer.It can '0' or any other positive value.

  Min Points:It sets up a condition where customer has to keep
  minimum no of loyalty points. Customer cannot redeem the points
  below the Min points entered.

  Min Redeem Points:This condition sets the minimum points Redemption criteria.
  Customer must have the Min Redeem Points in his/her Loyalty
  Card account to avail redemption.

  Redeem Time:It sets a condition, minimum no of days after which the customer is
  allowed to avail redemption. If it is set 2 days, he/she can avail the loyalty points
  only after 2 days.

  Loyalty Reward Formula:You can link loyalty points to the Bill Amount.
  You need to configure the below parameters to set the Loyalty Points criteria.

  Reward Criteria:It has to be turn over. The points accumulated depends on the
  purchase made by the Customers.

  Purchase Range (Start):The start value of the purchase before points get added.

  Purchase Range (End):The end value of the purchase range.

  Reward Type:Can select whether it is percentage of Purchase value or fixed
  number of points.

  Reward Value:Percentage if it is Reward Type is Percentage. Its value is fixed,
  if it is fixed number of loyalty points.

  Zone/Location:Zone/Locations where this Loyalty Program is applicable.

Loyalty Cards Import:You can import external loyalty card number if any by using excel sheet. Assume that you are generating Loyalty Number from some other software. You can import those cards to this cloud so that Loyalty Program can be applied to these cards.

Please contact our support for import file format.

You may fill the excel sheet and import it.

You can edit the Loyalty Program. You can also upgrade the Cards, if it meets certain criteria. You can also search and see each card and its status. If Card is issued,

You can create one or more Coupon Programs with specific conditions. Coupons can be redeemed at POS or while online orders. You may look at the following configuration parameters before you start configuring/using Coupons.

Select menu Customer Loyalty -> Loyalty Coupons to get the summary of all coupons program created so far.

You can see the status of each Coupon Program. Coupons cannot be issued to a customer, if the Coupons Program is suspended. The system won't accept the Coupons that already issued to the Customers.

Select 'Add New' from the above screen capture to create a new Coupons Program. Let us see marked fields one by one. The moment Coupons program is created, it will be active with immediate effect.

  Promo Code:is the Coupons Program Codes. All coupons are
  identified with this Promo Code. It can be alpha numeric combination.

  Assigned:If its value is 'No', coupons either can be used/redeemed without
  assigning to customers. If its value is set as 'YES', the coupon must be
  assigned to the customer before he/she can redeem it. Example:
  If you publish a Coupon in Facebook, anybody Facebook visitor can use the
  Coupon. In such cases, the Coupon Program has to have Assigned status as 'No'.

  Multiple Claims:Same coupon code can be used by multiple users.In other words,
  it is multi-claim coupon. However, each user can claim at once.

  No Of Coupons:Total number of coupons that are to be issued to the customers.
  It if is multiple claim coupon, it has to be single coupon.

  Total Claims: If it is Multi-Claim coupon,you can specify the
  total claims allowed between start and end dates.For Single Claim coupon,
  its value has to be always one.

  Promo Name:If it is Multi-Claim coupon, you can specify the total claims allowed
  between start and end dates. For Single Claim coupon, its value has to be
  always one.

  Expiry Date:The date after which Coupons are not valid.
  Customer cannot redeem the coupons.

  Validity Period:The total no of days the Coupon is valid after issuing to a Customer.

  Split Redemption:The total no of days the Coupon is valid after issuing
  to a Customer.

  Max Discount:This is relevant if the Coupon is of type percentage. You can set the
  Max discount when redeem the Coupon.

  Min Bill Amount:This is relevant if the Coupon is of type percentage.
  You can set the Max discount when redeem the Coupon.

  Max Bill Amount:This sets condition for Coupon Redemption.
  Customer has to purchase for min amount before they claim coupon.

  Discount Total:is the total coupons value of the program you are configuring.
  This figure gives the total amount you are giving as discount to your customers.

  Discount Type:Your coupon can be of Fixed Amount or Percentage of Bill amount.

  Coupon Value:Value of each coupon.

  Status:The entire coupon program can be active or suspended.
  It is suspended, neither coupons can be issued or coupons can be redeemed.

  Product Group:The entire coupon program can be active or suspended.
  It is suspended, neither coupons can be issued or coupons can be redeemed.

You can be specify the Zones/Location where this coupon program is valid. The Customer can redeem the coupons only if he is getting billed with in the Zone/Locations.

If you select all Zones/Location, coupon can be issued anywhere and redeemed anywhere.

The above list gives all coupons generated for this Coupons Program. You can also see the status of each Coupon.


One of the important feature of Outlet Management is Point of Sale (POS) billing. There are several scenarios in Retail Sector. TechnoLabs Retail Cloud gives comprehensive billing capabilities for B2C and B2B businesses.

When first Login, it goes to Homepage. You may find the following options as Icons, left side. Depends on the role and permissions user can access the flows.







Select Billing for POS billing. You may check the some of the options available with Billing.

Take Away:It is assumed that the Customer is available right at the Billing counter. The bills goods are takes immediately. The stock in the Outlet

Door Delivery:The billing cannot be completed unless you enter the delivery address. The Billing get Completed only after the door delivery is done and acknowledged. Will give more details in the coming sections.

Credit Bill: You can create Bill without taking Payments. You can also set the Credit Limit for each customer.

Counter ID:In an outlet, each counter is given unique ID. An outlet may have one or more counters.

Bill Date:This is the Business Date recorded by the POS system. At times, Business Date can be different from current date. From example, you make a Bill after Day Closure, the Business Date would next day.

Bill Count: No of bills made since the Counter is opened on a given Business Day.

Deals/Offers: The discounts given at given store and counter. This is the discount amount applied due to the Offers/Deals configured.

Discounts: This value indicates manual discounts. Depends on the permission set, Cashier/Store Manager can enter the discounts either in percentage and Flat.

Taxes:Total Tax amount calculated.

Shipment Charges:Shipment charges are applicable if the Bill is of type Door Delivery.

No of Items: Total Items added to the given Bill.


You can do Billing either Online or Offline. In case of no internet connectivity, you can switch over to Offline. After Login, you may select Billing -> New Bill option. To begin with, you can see grid without any items. Now, you can scan and add items. You can also search items and add them to the Cart.

As shown in the fig, you can add items by searching. If you can an item, it gets added directly. But if you the scanned item has multiple MRPs, it asks for MRP selection.

When you add an Items shows all discounts immediately.

You may take note of the below data values of the products added to the Billing Cart.

    MRP: is the Maximum Retail Price of the product you added to the Billing Cart.

   Disc:is the manual discount added at Counter by a Cashier. It needs special

   Offer: is the discount calculated because of promotion configured. Unlike earlier
   on, these discounts come automatically. You can click the Product ID and see the
   Offer applied.

You can use this button to de-select the added item.
   It will not be part of the final Bill.However,you can see the report of
   de-selected items using Retail Cloud Management Console.

You add the sales person's name, if it is mandatory.
   In case fashion, it can be mandatory to record the sales person's name.

If Cashier can edit the product data provided he/she has the access rights.

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