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Solutions for Retail Simple | Intuitive | Flexible | Complete
Solutions for Retail
Simple | Intuitive | Flexible | Complete
Market*
Retailers are influenced by the current consumer
behavior, arising from the economic context: the
purchase decision takes place after a rigorous
research and analysis process; consumers are
increasingly demanding and calculated, they
spend less, rarely, they are always looking for
promotions or special offers, and pay more
attention to the price vs. value ratio.
Consumer,demand and changing behaviors
rdTotal consumption expenditure structure, on destinations, 2011 3 quarter
Source: National Institute of Statistics
Food andsoft drinks - 40,8%
Household, water, electricity,gas & other fuels - 15,1%
Alcoholic drinks,tobacco - 7,8%
Transport - 6,2 %Entertainment & culture - 5,5%
Apparel - 5,1%
Communication - 4,9%
Healthcare - 4,8%
Other products& services - 4,2%
Furniture, household equipment& maintenance - 4,2%
Hotels, cafés& restaurants - 1,0%
Education - 0,4%
€23 Blnvalue of the retail market in 2011,slight increase compared to 2010
98%is the market share of tradein stores out of the retail market
75%
€27.5 Bln
is the market shareof modern retail in cities
Romanians will be spendingfor food and non-food products in 2013
Consumptionexpenditure*
4.600$consumption expenditure per capita in Romania in 2010
9.200$expected consumption expenditure per capitain Romania in 2020
11.500$ expected consumption expenditure per capitain Eastern Europe in 2020
* Source: Euromonitor
ûLegislative changes in trade;
ûIncreased costs;
ûFierce competition;
ûFewer visits to retailers;
ûDeclining demand due to lower purchasing power;
ûHigh macroeconomic uncertainty;
ûDifficult access to finance.
Challengesfor retailers
Supplyroutes
optimization
Inventory
minimization
Improvedbuying
experience
Performances
split on areas,
items, suppliers
Supply in syncwith consumption
rate
Customer
loyalty
Highlightrelevant
types of products
Innovation
through new formats
Differentiation
Focuson efficiency
Innovation is the main differentiation source on the
retail market. But what can be innovated in a market
crowded with competitive products?
For over 10 years, Charisma Retail has permanently
raised standards of customer loyalty, logistics, inventory
management, customer buying experience and
innovation for many retailers.
Faced with a declining real value of their incomes,
consumers have turned to purchasing only food and basic
products. Food retailers have turned crisis into a real
opportunity by aggressively promoting the private labels,
strategic repositioning on lower sales locations, expansion
of their store networks and multiplying discounter type
units. Traditional food and kiosk stores dominate local trade
with 74,000 units, while modern retail (cash&carry,
hypermarkets, supermarkets and discount stores) has
already reached almost 900 locations.
Charisma solutions for food & beverage are optimized to
automate the storage, on-the-shelf promotions, compliance
with warranty terms and product lifecycle from producer to
consumer, as well as stocks and inventory management; in
addition, the solution includes advanced e-commerce
features and customer loyalty programs.
Food & beverage Retail
The local apparel market has the highest potential for
development in Central Europe given that Romania
contributes to 12% sales in the region. Romanians spend,
on average, 4% of their budgets on such items, while
expenses per capita are expected to reach 103 euro in
2013, compared to 73 euro in 2010.
Charisma solutions for fashion provide support in trading
numerous and diversified fashion brands. CRM or portal
features insure customer loyalty, high performance of on-
line campaigns and a unique buying experience.
Fashion Retail
Electro-IT retail market reached 1.1 billion euro in 2011,
with an increase of 11% compared to last year. High growth
rates were recorded by small appliances, photo and
telecom products, while large electronics and office
equipment sales have increased for the first time since
2008. The IT sector had an annual growth of 26% in 2011,
while the telecom segment grew by 14%, mainly driven by
smart phones, which were sold in 2011 in a triple volume
compared to the previous year.
Electro IT Retail
Pharma retail market is dominated by big chains of
pharmacies; given that, it is increasingly difficult for
independent pharmacies to stay afloat. Drug retail
represents nearly 95% of of the pharmaceuticals market,
with a moderate growth of 7% in 2011. On segments, in
ROL, domestic growth rates were 8% for drugs given by
prescription in pharmacies (Rx) and 15% for those without
prescription (OTC). At the end of 2011, the total value of
drugs rose to 700 million euro.
Charisma solutions for the pharmaceutical sector ensure
that 80% of any pharmacy’s activity is managed by a single
computer. The reporting features are validated by CNAS
(National House of Insurance), and the system is designed
to reduce the sales time, eliminate operating FEFO losses,
increase workforce productivity and customer satisfaction
and loyalty.
Pharma Retail
4 5
Charisma Solutions
En-detail sales to end customers are permanently subject to the pressure of buyer's preferences,
buying power decrease, fluctuant demand and compliance with new legal regulations, both local
and international. How can you increase your market share in such difficult conditions? Customer
retention, skills development, flexible trade policies, products or seasonal discounts campaigns,
supply costs minimization, appropriate quantities of items in stores, as well as transparency of the
entire retail activity can now be simplified and automated by tailored-retail solutions.
Financial and operational benefits
Charisma Retail 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 any point of sale. The
solution insures product sales optimization
through different payment methods (cash or/and
credit card/gift vouchers/value tickets by EFT
POS), and facilitates the management of all
specific documents and financial instruments
between stores and end consumers.
Reduces operational costs
Increases sales
Increases customer loyalty
The relevant information is centralized in a single data warehouse; thus, data mining
efforts are reduced significantly, as well as the operational costs. The solution provides
companies with a rapid return on investment, regardless of their business area (from
sports equipment stores to supermarkets), quick access to a top of products sold and
accurate decisions for the procurement process.
The solution plays a crucial role in increasing sales and profitability by quickly identifying
sales downtime and peaks, and by providing package offers and promotional products to
meet any preference and financial capability.
Charisma Retail supports customer loyalty through cards with bonus points, as well as
promotions, discounts or reduction of the sales time.
for Retail
Advantages and features
n
n
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n
Efficient sales process: installment and proforma sales invoice by
§Automatic product/ service selection according to installment;
code, name, barcode, batch; Defines, uses and tracks different types of value
§Configurable pricing policy (discounts for products, tickets from multiple providers, by their number
category of products and clients, promotional and nominal value;
packages); Generates sales invoice upon request, after already
§Elimination of “out of stock” situations and faulty issuing a fiscal receipt;
inventory management; Manages the inventory process by counting and
§Multiple payment methods: cash, tickets, card, scanning the items based on counting documents
vouchers; and optimizes stocks via inventory differences
§Direct sales invoice; protocols;
§Total or partial returns, compensation with Manages the reception process via requisition
products; invoices, provider notices, internal transfers, GRNs
§Secure transactions for collection and delivery; (goods received note);
§Operational sales closing, similar with cash register Manages product reservations based on proforma
closing; invoices;
Marketing advantages: Ensures product selection by multiple criteria –
§Loyalty programs - loyalty cards can be defined, barcodes, scanner, manual search by code, name,
issued, distributed and managed both in store or by batch, provider, stock logistics features;
e-mail; the loyalty cards grant the accumulation of Manages partial or total sales returns by
value points and help customers get future automatically generating the return documents:
customized discounts; payment order, customer return protocol, reversal
§Promotional campaigns via e-mail based on data sales invoice (if a sales invoice was issued);
filled in by customers at the retailer’s request;
§Efficient price management with the possibility to
set up and use discounts by product, product
category, customer, promotional package or rebate;
Interface with any cash register;
Increased ergonomics via Touch Screen Ready
technology; configurable and user-friendly
interface that enables both using the keyboard or
directly touching the screen;
Advantageous use of composite products; it
automatically suggests the entire kit in case of
separate sale of basic items; possibility to track the
sales by kit or basic items;
Stock monitoring by item or composite-package
product (kit);
Various payment methods - cash, card and value
tickets, as well as easy selection of documents to be
issued: fiscal receipt, fiscal receipt and sales invoice,
sales invoice, proforma invoice, sales invoice by
6 7
n
n
n
n
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Customized document printing - sales invoice, §Cumulated sales report - sales cumulated by each
internal notice, fiscal receipts; site and at the top level in the item hierarchy;
Automatic generation of documents related to §Inventory reports: Inventory report with sales price
product compensation; - the inventory value at the list price;
Secure and fast access to the Cash Register in each §Sales vs. inventory by site report - quantity
point of sale; inventory and sales by site at a certain date, where
Reporting and daily sales closing, similar to cash the sales are shown from the point of view of
register operations; access to an overview of cash quantity;
registers grouped by day, site and cash register; Reports on tracking and reimbursement of value
Designed for large retail chains thanks to its multi- tickets – provider, number of tickets, amount;
store capacity, real-time integration with Charisma Reports on loyalty cards – cards issued within the
ERP, data accuracy, security, consistency and business unit, granted discounts;
management control; On-line / off-line work environment – the
Real time reports: application is permanently connected to the central
§Sales reports – Daily inventory report, Daily sales database and, in special cases of lost connection it
record, Monthly sales record, Analytical sales becomes off-line, ensuring the continuation of the
ledger; selling process;
§Z Report – the sales performed with detail sales Latest technical infrastructure – the product uses
fiscal receipt, document by document, grouped by .NET Framework 3.5 technology, "ClickOnce" easy
currency and payment type (cash, credit card, value installation features, "BriefCase" model in case of
tickets); off-line activity and provides 24/7 availability,
§Z Report - multi-VAT - the sales performed with ensuring the highest performance among other
sales fiscal receipt; solutions on the market;
§Daily sales record - all the fiscal receipts paid with High security due to configurable access rights at
cash and cash receipts; user level or user group; remote access enabled.
§Item sales report - customer name and sales
document date, quantity on the document line,
price, amount without VAT and amount with VAT in
RON;
§Sales by item hierarchy report – quantity and
quality sales (with VAT) for each node in the item
hierarchy;
§Sales per hour report - sales grouped by site for
each interval in the 8-24 hours interval;
§Sales by customer report - list of sales performed
with the following sales documents: sales invoice,
reversal sales invoice, export invoice, fixed asset
sales invoice, foreign currency sales invoice, sales
shipping notice, customer return shipping notice,
reversal shipping notice, fixed asset shipping notice;
§Sales by site report - sales cumulated by site, item
and sales price;
8 9
InventoryManagement
My Tasks
MobileCell Monitor
ERPBusinessApplications
Integrated Retail Solution
HR
SalesCRM Accounting
ForeignTrade
Cost Control
Cash Flow
Self-ServicePurchasing
AssetManagementDocument
Management
BudgetManagement
HCM Core
HCM PortalAccess
Timesheet
Budgets
HR DocumentManagementAlerter
TalentManagement
OnlineCommerce
(eShop)Intranet
Treasury
Charisma Analyzer
TotalSoft has developed with passion, for over 10 years, a wide range of
powerful, robust solutions covering the needs of the largest national and
multinational retailers in Romania. In 2011, TotalSoft carefully selected the most
useful features and included them in a single package of seamlessly integrated
modules, known as Charisma Solutions for Retail.
Charisma Solutions for Retail is an end-to-end, multi-currency, multi-language,
multi-site solution, covering both front-office and back-office operations, and
providing a full picture of the business for the entire store network. Charisma
Solutions for Retail provides specific solutions for clothing, electronics and home
appliances, pharmaceutical or food retailers.
In addition, over 100 consultants, business analysts, developers, implementers
and technical support specialists are ready to adjust Charisma Solutions for
Retail to meet the most demanding needs of any retailer and ensure a unique
user experience on the Romanian business software solutions market.
Solutions & benefits
Retail
(HR, Payroll, ITM, D112, Reports, Occupational Medicine)
Charisma HCM
How do you improve your clients’ first contact with the
company?
First impressions matter most, and employees are those
who contribute decisively to the customer’s buying
experience. Charisma HCM offers a range of tools that
are intended solely to increase labor quality through
training and specialization programs, performance
evaluation, compensation and benefits policies based on
individual results - all suited to the Romanian legislation.
Charisma HCM successfully deals with complex
problems faced by retailers: difficulty in managing high
employees' turnover, high volume of employee
documents, accuracy of timekeeping data and their
integration in bonus and payroll schemes, lack of reports
providing a dynamic perspective on the company’s
development (active employees, absenteeism rates,
forecast scenarios and impact on wages budget),
difficulty in managing requests from employees (leaves,
certificates, employment or change of position),
management or external partners (suppliers,
distributors), lack of coordination between employee
development programs and performance evaluations
(talent management).
Charisma HCM helps HR departments become the main
guarantor of employee performance.
Charisma Mobile Cell Monitor
Did you know that sales can be increased by using
mobile technology, which provides a faster circulation of
information?
TotalSoft helps your business gain mobility and secure
access to all internal processes - anywhere, anytime.
Successful retailers have begun to understand the power
of mobile technology – so they use mobile devices such
as iPads, to communicate more effectively with business
partners. Thus, retailers can inform in time all parties
about the company’s performance and operational
indicators and can better plan their business activities.
Charisma Cell Monitor provides a graphical, intuitive and
updated overview of your company.
10 11
How well do you know your company’s everyday
activity? How easy do you get a report on product sales
per hour, day or season, so as to plan accurately the
stocks?
Particular attention should be given to “intelligent”
software products, especially in case of merchandise
(merchandise planning, assortment, size, space, price,
promotion, optimization and reduction), information
about customers (marketing automation, optimization of
marketing and market analysis), operational information
(portfolio management, labor optimization) or
competition.
There are many factors that have led retailers to adopt
"intelligent" software solutions: maintaining profitability
indicators under difficult economic times, increased use
of credit cards, and the impact of the internet as an
alternate sales channel or the popularity of loyalty cards.
These factors have created a wealth of information that
most retailers are increasingly using.
Charisma Analyzer provides a complete set of analysis
tools that enable the access, use and sharing of
information in an efficient manner, which will
significantly improve business performance and
maximize profits.
Charisma Analyzer Charisma ERP
Have you ever lost track of customer orders or lacked
relevant information for their proper management?
Once an order is placed, it starts a long journey in the
company, which may cause either delays or losses.
Nobody knows exactly the order’s status because, for
instance, the finance department has no access to the
information of the warehouse department to see if the
order has already been delivered.
TotalSoft provides all features necessary for a store or
network of stores, through a powerful and complex cash
flow monitoring solution. This tool may inspire your
company to view trade from another perspective.
Charisma ERP offers customized retail components to
meet specific requirements of any retail organization in
an efficient and optimized manner. The basic package
includes 10 different modules, adapted to critical
processes in the retail industry: Accounting, Sales,
Foreign Trade, Cash Flow, Purchasing, Treasury, Budget
Management, Inventory Management, Asset
Management and My Tasks.
Did you know that sales increase also due to processes
and flows properly integrated and connected within the
company?
These ones favor efficient monitoring of internal
documents. Moreover, behind each and every
purchasing invoice many pieces of printed or electronic
information lay, which in turn must be managed for
efficiency.
All these aspects can be easily streamlined with
Charisma Document Management. The result will be a
highly effective information procedure that will
automate employee processes and improve the
response time to customers, suppliers and auditors.
Most retail documentation regulates the relationships
with the suppliers and possibly customer contracts or
order documents. Thus, the access of different
departments to available and timely information is
essential in order to allow real time order placement and
to maintain customer satisfaction. In the retail industry,
perhaps more than in any other industry, retaining
existing customers is much more important than
maintaining profits.
Charisma DocumentManagement
Every month retailers pay thousands of Euros to call
centers so as to provide clients with information on past
invoices or promotional offers; they also invest in
printing large piles of documents required periodically.
Profit maximization can be reached with transparency
and loyal partners such as customers, suppliers,
distributors or employees. Thus, a self-care partner
platform becomes mandatory.
Charisma SelfService is a fast and efficient
communication platform between the retailer and its
business partners, customers or suppliers. The solution
reduces operational costs through a web platform which
provides back-office information (invoice status,
payments, returns) and on-line payment methods,
notifications via e-mail or SMS, or fast printing of
documents of interest.
CharismaSelf-Service
How do you build a unique buying experience for your
customer?
Most retailers spend their budgets to attract new
customers instead of focusing on maintaining existing
ones.
An adequate CRM solution is able to maximize the
customer lifetime cycle by turning them loyal to a certain
product or service. Charisma CRM was developed based
on MS Dynamics platform and designed to support any
customer loyalty strategy.
Charisma CRM addresses retail specific requirements,
covers various formats, communication channels and
multiple unique relations – all daily activities of any
retailer.
Charisma CRM
Two main components are critical to boosting sales -
speed and quality. Speed is the most important attribute
of online retailers - be it intuitive site navigation, quick
identification of products by various display filters,
buying process simplicity, fast delivery and order status.
The quality of the Customer support services is essential
to any business’s success.
Within Charisma eShop, customers can place different
types of orders, and the administrator can add new
products or services. The solution allows selling products
and services based on loyalty points, and provides
advanced search features, display filters, in-stock
notifications, list of most purchased products or
products recently viewed – the information is displayed
in a professional manner, adapted to each retailer’s
requirements.
Charisma eShop
Charisma Solutions for Retail is ranked in top
5 European solutions by IT Europe forum,
which examines and awards the most
important software development companies
across Europe.
Charisma Solutions for
Retail is an end-to-
end, multi-language,
multi-currency and
multi-site solution,
which covers both
back and front-office
operations.
Operational costs’ control is one of the largest challenges
that a retailer has to face. Charisma Cost Control
reduces the financial risk by controlling the expense
budgets, especially when sales volume increases and
expense approval flows are difficult to track.
The solution monitors the procurement process (RFP,
RFQ, bids), streamlines the bidding process and
improves the company’s opportunities’ capitalization. In
addition, Charisma Cost Control ensures the
management of the suppliers’ payment approval
processes, as well as the history of contractual
relationships with business partners.
Charisma Cost Control helps you standardize and
centralize acquisition needs between departments,
keeping under control the entire process.
CharismaCost Control
Do you want your employees to be aware of all
promotions in progress? Would you like them to receive
information in time so as to deal quickly with customer
inquiries?
Any company, regardless of its type or size, needs a
single and structured communication platform between
employees, so as to provide a common knowledge base
for the entire organization.
TotalSoft addresses these needs with Charisma Intranet.
Charisma Intranet helps your employees stay updated
with the latest information about products and services,
promotions in progress or legislative changes; the
solution ensures thus a much more productive and
efficient working environment.
Use Charisma Intranet to connect all employees,
whether they are at the company’s HQ or on the field.
Use it to improve communication within the
organization and distribute all the information necessary
for your business to prosper.
Charisma Intranet
12 13
90 highly qualified specialists are dedicated to
developing, testing, implementing and post
implementing our specific solutions for the retail
industry:
nThe average 5+ year experience in TotalSoft
guarantees the unique business expertise of our
consultants;
nThe 24/7 customer support and communication
channels ensure us an unparalleled response time
on the Romanian market;
nThe flexible platform, modular architecture and
AdaptiveTM proprietary technology, which allows
a rapid coverage of any type of development
needs.
We are recommended by…
10 years of
experience in
retail solutions stand
as guarantee for fast
implementations, no
business interruptions,
rigorously checked
methodology in
national and
multinational
companies.
Over 2,400 stores, national and
multinational companies use Charisma
solutions for Retail. Agroalim, Carrefour,
Caroli, Arsis or Germanos are just a few of
them.
32.9% of TotalSoft’s turnover in
2011 was generated by the retail
industry.
400 companies recommend TotalSoft’s solutions and
professionalism:
n24% of our clients are highly satisfied with
TotalSoft’s solutions and would recommend us to
others;
nOver 85% of our clients’ feedback is positive.
TotalSoft is the largest ERP solution provider in
Romania according to the market research & analysis
company, PAC, in 2010 and 2011:
nHighest growth rate in the ERP segment in
Romania;
n1st place on the local market in terms of turnover;
nOne of the 5 most profitable Romanian IT
companies, according to the Ministry of Finance;
nOver 500 clients using Charisma generate 25% of
Romania’s GDP.
14 15
References
ARSIS TRADING
"Before implementing Charisma, if
I asked for a report at 14.00 I
would receive it at 17.00; now, I
receive it at 14.02 and the
information is much clearer and
reliable.”
Liviu Mirea
Sales Director
SOLMAR TRADING
(Mango, Desigual, Parfois, Karen
Millen, Max Mara Weekend,
Marina Rinaldi)
“We were looking for a system
validated by the retail market,
capable to support the
development of a multinational
group such as Solmar Trading.
With the implementation of
Charisma we achieved more
objectives at once: we integrated
in a unique system the activity of
our 6 brands, we managed to
configure interfaces for each brand
according to the promotion
policies of the group and obtained
an automated stock management.
Charisma gained our trust due to
its rapidity and flexibility to adapt
to our needs.”
Luiza Bechnak
General Manager
COSMOTE & GERMANOS
TELECOM
„Cosmote and Germanos Romania
implemented Charisma in 2004 –
the benefits of our choice were
immediately visible. We obtained a
centralized database for all stores
and the stock and retail
management efforts were
streamlined; thus, we were able to
focus more on sales. Obviously, all
these improvements led to an
overall increase of the operational
efficiency. When we transferred
the financial accounting
operations to the group solution,
we decided to keep Charisma in all
COSMOTE and Germanos shops,
being confident that it was the
best software solution for our
retail activity.”
Grațian Vlad
Retail Chain IT Manager
CARREFOUR ROMANIA
"We believe we have achieved our
target, i.e. having a unique online
database for all our stores,
containing all the information
required for human resources,
payroll and timesheet operations.
As a major benefit, we have to
mention the possibility to
continuously develop and adapt
the application to our specific
needs."
Ana Dumitru
HR Manager
PET PRODUCT (Animax)
“We had to either update our
software or search for a solution
able to provide the features
required by the business. We chose
the latter option. Charisma ERP
was seen in the last moment – at
that time, we already knew what
facilities a true ERP solution should
provide for our needs. What
convinced us? During the solution
presentation we began sentences
and TotalSoft team completed
them – this was the chemistry
necessary for a successful
relationship. Charisma assures us
that we have a strong and capable
software solution to support our
growth.”
Cristian Pop
Director General
FARMACIILE DONA
“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 Comşa
HR Manager
MEGA Image
“Charisma HCM is a software
solution developed by people for
people. I believe the technical
support and teamwork invested by
TotalSoft in this project, add great
value to the system and enhance
its performance”
Gianina Maria Nița
Payroll & Personnel Manager.
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