Retail

Simple | Intuitive | Flexible | Complete

The activity has become so complex

and diversified, that keeping control

of margins, reducing operational

costs, streamlining the personnel and

increasing customer loyalty through

complex communication programs

are impossible to achieve without the

help of integrated software.

The retail industry has been facing

major changes over the last years:

installation costs have soared, land

prices continue to fluctuate from

year to year, making it difficult to

rely on financial forecasts, whilst

local retailers increasingly resemble

those in Western Europe, facing the

pressure from major international

brands which partner with major

retailers.

As part of the company’s positioning strategy as a leading provider of retail information

systems, Charisma has developed, in over 10 years of presence in the industry, a

complete package of software solutions, fully integrated, covering all critical processes of

a retailer, regardless of its size or complexity.

In order to provide the clients with complete solutions, Charisma also offers a wide range

of IT services: consulting, project management, customized software development,

system integration, operational support and training.

End-to-end Solution for Retail

Modules

Standardized solution for leading retail companies

TotalSoft understands the specific challenges of the retail industry

and therefore supports companies of any size and activity field, as

well as their key decision-makers, with the help of advanced

management and activity control tools.

Charisma Retail module is the most complex and popular POS (Point

of Sale) solution in Romania, especially because of the flexibility in

rapidly covering each operational requirement of a point of sale.

The solution allows product sales optimization through different

means (cash or/and credit card/gift vouchers/value tickets by EFT

POS), being designed to facilitate the management of the sales

documents and financial instruments occurring in the direct

relationship between the store and the end consumer.

AccountingCollection

ERPBusiness Applications

Integrated Retail Solution

HR

SalesCRM PurchasesSFA

TreasuryCost Control

Cash FlowSelf-ServiceInventory

ManagementBudget

ManagementDocument

Management

AssetManagement

HR & Payroll

HCM Portal

Timesheet

Online Commerce (eShop)

Intranet

ForeignTrade

Retail

Charisma Analyzer

Financial and Operational Benefits

En-detail sales to end customers are

permanently subjected to the

pressure of buyer's preferences,

purchasing power, fluctuant

demands, compliance with new

legal regulations, both local and

international. Regardless the

business size or area of the retailer,

from a small store to a national or

multinational chain, everyone aims

to grow its business and to

strategically position by achieving

market share, ensuring customer

and personnel loyalty, by the

flexibility of the commercial

policies, with minimum purchasing

costs and a centralized reporting of

the retail network operations.

Retail

“To give an example, before

implementing Charisma, if we asked

for a report at 14.00 I receive it at

17.00, now I receive it at 14.02 and

the information is much clearer and

reliable.”

Arsis Trading

CEO

Alin Şerban

Increases the sales

Thanks to a fast identification of sales downtime and

peaks, the solution plays a critical part in increasing

the sales and profitability of the company with

package offers and promotional products to meet any

preference and financial capability.

Increases the efficiency and develops the business

By reducing overtime and payroll costs, by integrating

the company data into a centralized database and

automating the management and operational

processes, the Retail module increases the operations'

efficiency and supports the business development.

Increases customer loyalty

Charisma Retail supports customer loyalty through

cards with bonus points, as well as promotions,

discounts or reduction of the sales time.

4 5

Features

Increases the efficiency of the sales process request, after the fiscal receipt was

by: issued;

automatically selecting the product / Inventory process management;

service in the sales document; Reception process management at sale

configurable pricing policy; points;

eliminating "out-of-stock" situations and Managing the product reservations

removing faulty inventory management; based on proforma invoices;

multiple receiving methods: cash, value Selection by multiple criteria –

tickets, card, gift vouchers; barcodes, scanner, manual search by

providing direct sales on invoice; code, name, batch, provider, stock

enabling total or partial returns, logistics features etc.;

compensations of products for sale; Sales returns management, either

operational sales closing, similar with partial or total;

cash register closing; Designed for large retail chains, thanks

to its multi-store capacity and real-time

Marketing advantages by: integration with Charisma ERP;

Loyalty programs - issuing loyalty cards Automatic generation of documents

(defining, issuing, distributing, related to product compensation;

managing), both in store and by regular Secure and fast access to the cash

mail; register record;

Sending promotional campaigns; Reporting and daily closing of sales

Efficient price management with the from operational point of view;

possibility to set up and use discounts; Customized document printing;

Generating real-time reports:

Interface with any cash register:

Increased ergonomics via Touch Screen

Ready; configurable and user-friendly

interface that enables the operation

both using the keyboard and directly Reports;

touching the screen; Reports regarding tracking and

The advantage of using composite reimbursing the value tickets;

products by automatically suggesting Reports regarding the loyalty cards – the

the kit in case of separate sale of basic cards issued in the business unit, the

items, by parallel tracking the sales by kit amount of the granted discounts;

or basic items; On-line / off-line work.

Stock monitoring by composites;

Possibility to generate invoices upon

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nSales reports;

nInventory reports;

nDaily sales records;

nSales Reports vs. Inventory by site

Solutions and BenefitsERP solution perfectly compatible

with retail specificitiesAdvanced customer and partner

relationship management

and Foreign Trade.

Charisma ERP has a modular

architecture, extremely flexible and Any company, regardless of its size or highly configurable, especially designed activity, interacts with customers and for the optimization of the manages basic information about management of complex organizations, them, such as names, addresses, regardless of their size. The solution contracts, purchase history, invoices, offers a unique view over the entire payments etc. Whether they use activity, allowing the reduction of specialized software solutions or other operational costs, integration of methods, each company aims for workflows and increase of company’s customer's satisfaction. agility.

Charisma CRM solution ensures a Charisma Core Business is the basic proper link and centralization between package of the ERP solution. The communication, daily tasks or sales solution consists of eight distinct team meetings, with opportunities and modules, natively integrated adapted prospect customers; it provides for critical processes in the retail overviews and optimizes the entire industry: Accounting, Treasury, Asset sales process for companies that do Management, Purchases, Inventory not have an efficient business reporting Management, Budget Management system.

6 7

Integrated business management Human Resource Management

solution for company

representatives

Integrated document management

solution

Charisma HCM is an integrated

software solution package, dedicated

With the help of Charisma Mobile SFA, to human resource management,

the management now has full, real- personnel cost management and

time visibility on the sales process. The human capital development

solution is tailored to each investments. The solution provides the

organization, regardless of its size or management of the employees and

business field, by automating the sales their positions in the hierarchy, the

processes. Thanks to its integration parameterization and implementation

with Charisma ERP or with any other of payroll calculation, salary types,

ERP or CRM system, the solution benefits, sick leaves, holidays,

completes and optimizes the withholdings, as well as generation of

management, operational, marketing payroll budgets, submission of files to

and the company's commercial the Working Inspectorates and

strategy flow of the company. statements to the State budget,

performance assessments, competence

tracking and development, trainings

management and many more.Charisma Document Management

provides simple and automated Charisma HCM is one of the most

management of any type of content, advanced software solution for human

regardless of its format. The product resource management in Romania,

integrates natively with Charisma ERP including over 10 years of experience in

or online & offline ERP or PSA various market verticals. Charisma

solutions, offering an exceptional HCM solution supports over 10% of the

flexibility and configurability. active workforce in Romania.

The solution includes features such as

document scanning, saving, archiving,

history, versioning, reporting, access

level definition according to the

permissions granted by the

administrator or based on approval

flows.

Comprehensive Debt Collection Industry leading business intelligence

solution solution

Charisma Collection is the only tool Charisma Analyzer is dedicated to the

dedicated to debt collection, which is retail sector and supports the

natively integrated with ERP, HR or decisional process, by providing

CRM solutions provided by most information and statistics comparisons

powerful providers in the world. based on financial indicators specific to

retail company. The solution maximizes This is a powerful software solution, the profit of retail institutions of any designed for managing all debt size, thanks to a complete set of collection activities, as well as for the analysis tools (scorecard, analytic grid, repossession and remarketing process analytic chart, reports and configurable for retail companies. This platform will dashboards).lead to an increased efficiency of the

debt collection process in retail sector Charisma Analyzer is natively

integrated with Charisma ERP and . benefits from the best performing

technology in the world, developed by

Tableau Software, the BI software

solutions market leader, through an

efficient implementation and reduced

time to adapt to the customer’s

requirements.

Users waste precious time generating

flawed reports and analysis, created

from heterogeneous data sources or

because they are facing a lack of

communication with the company’s IT

specialists. Charisma Analyzer allows

users full freedom of movement with

respect to data analysis, by removing

barriers, thus increasing transparency

on the entire process.

8 9

Self Service Cost Control

Given that any retail company spends The efficiency of a retail company is

on average 10,000 Euros per call-center given by the importance the

hours / month on providing management allocates to managing the

information about the latest invoices budgets and expense execution, both

issued to customers or about in economic contraction periods and

promotional offers, or on printing during an economic boom.

thousands of documents Charisma Cost Control is a product periodically , the need for an urgent especially designed to help companies adoption of a partner self-care solution manage the flow of operational costs is well-understood by most managers.and contracts with the suppliers. The

Charisma Self Service is a fast and product optimizes the purchasing

efficient communication platform flows, from structuring the budget,

between the organization and the managing the expense requests,

business partners, customers or managing and developing the

providers, that reduces the operational relationships with suppliers to tracking

costs of the customer service the contracts and their completion

departments, increases satisfaction and under the best terms.

loyalty, increases the The solution helps companies that efficiency of marketing efforts and want to have an actual control of the creates new revenue channels.purchasing process, as well as the

management flow of operational costs

and contracts with the suppliers. The

product includes a suite of standalone

applications (eExpense Approval,

eProcurement, Supplier Contract

Management), perfectly integrated

with Charisma ERP or with any other

ERP system.

required

customers

10 11

Online commerce solution – eShop Intranet

Charisma e-Shop is an advanced Charisma Intranet is an advanced

software platform, especially designed technical solution, based on MS Office

to help trade SharePoint Server 2007 technology,

products and services in the online which provides a collaborative

environment, without time or space environment for the employees in the

restriction. retail field.

Through this portal, the customers can The solution allows the exchange of

post different order types, and the professional or personal information

administrator can add new products via forums and blogs, significantly

and services. The solution includes the contributing to the development of a

possibility of selling products and healthy, professional internal culture,

services based on loyalty points, where the critical information is only

provides advanced search functions, few clicks away.

display filters, stock availability alarms,

showing most bought products or the

products viewed by the buyer, all based

on a professional design, adapted to

each distributor' needs.

efficiently and profitably

Refe

rences Cosmote

Carrefour România

Hervis Sports România

Dona Pharmacies

“We chose Charisma because it was offering a very

short implementation time, as well as a great price-

performance ratio. Thanks to this partnership,

TotalSoft has won a great experience in the telecom

area, and Cosmote Romania has optimized its

business processes.”

Sergiu Dumitraşcu

Business Application Manager

"We consider that we have achieved our target, i.e.

having an online database which is unique for all our

stores, containing all the information required for

human resources, payroll and timesheet. As a major

benefit, we have to mention the possibility of

continuously developing and adapting the program

to our specific needs."

Ana Dumitru

HR Manager

„We sought a partner to take the entire responsibility

of human resources and payroll activities, while

giving us the freedom to focus on national expansion

plans. Choosing TotalSoft was influenced by multiple

good references that the company has in payroll

outsourcing, as well as by the fact that the company

uses a highly market-rated software platform.”

Cătălin Pozdarie

General Manager

“We are opening new pharmacies each week and

the number of employees is continuously increasing.

Our HR department is due to constantly manage its

activities efficiently and in less time. Charisma plays

a crucial role in this respect.”

Maria Comșa

HR Manager

MIC.RO

"We wanted to offer an alternative to

the Romanian copy-paste market

trade imported from other European

areas, without considering the cultural

and traditional ways in which

Romanians interact with the

merchandise. Currently, the MIC.RO

chain stores generate daily over 4

million transactions, and in order to

control the system, we needed the

information to be delivered in real

time and in an intelligent format,

avoiding thus losing time with

complicated analysis. We chose

TotalSoft for a pilot project, being

convinced that the Romanian mind

could build an integrated and efficient

IT solution for controlling such system.

Beyond the technology used, the most

important achievement of the project

is the integrated and empathized

working manner of the two teams.”

Dan Ionescu

CEO Mercadia Holland BV

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