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TechnoLabs Retail Cloud
TechnoLabs Retail Cloud
TechnoLabs Retail Cloud
Retail Clouds is the Omni Channel platform for Retail Businesses. Intelligent Robotized SaaS platform for Retailers.
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: support@retailclouds.com
To begin with, we are giving the steps required to start Retail Clouds services. Please ensure that you follow the below steps.
The cloud URL can be either IP based or domain specific.
Example: http://101.53.154.171/OmniRetailer/
or
http://www.yourdomain.com/OmniRetailer/
A unique ID assigned to each customer. Please activation mail you
received for the Customer ID.
Example: CID8995463
User ID is nothing but email id. By default, the mail you used for
registration become Admin.
Example: abc@yourdomain.com
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.
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.
For more product information on Retail Clouds services, please contact TechnoLabs business team support@retailclouds.com
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.
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.
Apps downloading can happen through multiple sources. We recommend downloading directly from our site www.retailclouds.com.We 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.
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.
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.
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, Outlet.zip file meant for Outlet Operations.
Follow the below steps and its Registration is exactly similar to Android.
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.
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.
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...
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.
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 www.retailclouds.com.
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 (www.retailclouds.com).
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 support@retailclouds.com.
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:
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.
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.
TechnoLabs Retail Clouds - Master Data Management
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.
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 www.retailclouds.com 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
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.
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.
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.
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.
Select Master Data Management -> Generic Masters -> Tender Master.
You can create new Tender by selecting 'Add New'. Fill the fields and select Submit.
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.
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.
With TechnoLabs Retail Clouds (www.retailclouds.com), 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: It 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: Enter the official phone number of the location.
Office Email ID: Provide official email for the location.
Business Activity: Choose the type of business activity conducted at this location.
Address: Enter full address 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.
The following fields are important for creating Supplier Master.
Firm Name: 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.
SKU Master: 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)
SKU Master - Add New: On selecting 'Add New' option, you will be able to create new product or sku. Creating new SKU has two more options.
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.
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.
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.
Stock IN Points:
Stock OUT Points:
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.
PS: 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.
Product Groups Master - Create:
On 'Add New' button selection, you get the New Product Group screen. You have options to add product to the Group.
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.
With BOM Master, you can create a new product out of existing products. This is required for several reasons.
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.
As shown 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.
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.
You can do price edit against of each product and store location. You can edit the following values of a product.
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.
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.
In this section, we try to explain about Retail Cloud Management Console. It has the following functional flows.
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.
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.
So far we detailed about only POS/Billing options. Now, the options are available for configuring Outlet Stock Management.
These options are specific to Billing and Printing. You may analyze your POS/Billing requirements as select appropriate options.
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.
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.
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.
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.
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.
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.
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.
Select 'Add New' button to add an existing employee to the shift. To add a user, you may do the below steps.
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.
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:
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.
In the next Tab, we can see the Bill Payment Details. You may take note of the below details.
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.
When Customer returns an item, the Retailer has two options. You can setup these options while configuring the store.
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.
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.
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.
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.
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.
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.
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.
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.
"KNOW YOUR CUSTOMER"
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.
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.
Quantity based offer further can be categorized into 4 variants.
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.
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 www.retailclouds.com 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.
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.
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.
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.
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.
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 www.retailclouds.com supports 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.
The following options remain same for both Category and Group Offers.
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.
Follow the below steps to configure the Quantity specific Group offers.
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
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.
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.
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.
PS: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.
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 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.
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.
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.
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.
You can use this button to de-select the added
item. It will not be part of the final bill. However, you can see
a report of de-selected items using the Retail Cloud Management
Console.
You can add the salesperson's name, if required.
For example, in the fashion industry, it may be mandatory to
record the salesperson's name.
If Cashier can edit the product data provided he/she has the access rights.
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