Product PresentationCustomer facing slide deck

Our Customers (partial list)

Our Customers (partial list)

Demonstration Sequence

Business Architecture

iVend Enterprise

Management Console

iVend POS

Reports and Inquiries

Overview

Overview

• End to End Retail Management Solution• Seamless and deep integration with SAP suite of Business

Management Applications– SAP Business One– SAP Business All-In-One– SAP Business ByDesign

• Highly scalable– From single store to hundreds of stores across geographies

• Ease of deployment, use and maintenance• Low Cost of Ownership

Industry Specific Solutions

Challenges in Retail– Seamless integration

with Business Management Applications

– Inventory control & Replenishment

– Customer Management & Loyalty

– Effective price & Promotion Management

– Loss prevention and Control

– Maintainability & Scalability to respond to business changes

Departmental Stores

Optical StoresFootwearBook StoresApparel

Wine StoresSports GoodsSpecialty Retail

Business Architecture (Deployment Landscape)

• Typically spread across 2 geographical locations– Head Office– Store

• Three (3) licensed components– iVend Enterprise (at HO)– iVend Store (at Store for Store

Manager functions)– iVend POS (Till/Register functions)

• Stores connected to HO over the Internet

• POS connected to iVend Store over LAN

iVend Retail – Management Console

• Ease of use– Similar interface for Head office

operations and Store Manager

• Head Office functions– Definition & Setup of Retail Enterprise– Master Data Management &

Configuration– Pricing & Promotion Management

• Store functions– Till definition & Management– Roles & User Rights– Transaction Management with HO and

other stores– Local Purchase & Expense

Management

iVend Retail – Enterprise

• Licensed component configured at the head office

• Integrates iVend processes with core business management application

• Gets configured as a combination of a database and Integration & Replication services

• Allows head office users to define, setup and control the Retail Enterprise– Stores– User Rights– Promotions & Schemes– Other Retail Settings

Coming soon

Coming soon

iVend Retail – Enterprise (contd…)

• iVend Retail deploys two services– Integration and Replication

• Replication service used to replicate master and transactional data across the Retail Enterprise

• Integration service used to integrate transactions between iVend Retail and the business management application

• User configurable frequency for these services

• Service Manager, which appears in the system tray allows monitoring of these services

• Integration monitor displays all messages related to integration – also allows downloading error messages (if any)

User & Security Management

• Define security roles and assign various rights to the roles

• Assign security roles to users• Define employee positions

such as sales executive, cashier, store manager etc.

• Time clock management• Define Reason Codes which

can be attached to transactions to prevent pilferages & losses

Inventory Management

• Setup Product database for standard, serialized, batch managed, kit, assembly and non-inventory items or download from SAP Business One

• Items can be marked as non-refundable• Store and track offline inventory• Create, manage, build and break down

kits at individual stores• Create and manage assemblies at

individual stores• Define Open Items which can be used

with price override• Track items by serial and batch numbers• Support for variants of the product

Stock transfer and local purchasingIn Store Transactions

• Stock Transfer– Create Stock Transfers

between stores or between stores and head office warehouse / distributions centers

• Local Purchasing at store– Create purchase order for

local vendors at stores– Local purchase orders are

automatically synchronized in SAP Business One

– Receive stock against local purchase orders which are automatically synchronized in SAP Business One as Goods Receipt PO

Goods Receipts & IssueIn Store Transactions

• Goods Receipt– Receive stocks against

Purchase Order or without Purchase Orders (not based on POs)

– Receive items by scanning them

• Goods Issue– Issue stocks based on

Sale / transfer shipment or without any base transaction (typically for in-store consumption)

Requisition ManagementIn Store Transactions

Requisition Management– Raise stock requisitions

to head office or to other stores

– Requisitions can be consolidated in a single stock transfer shipment

– All requisitions can be managed centrally from Requisition Work Sheet in SAP Business One at Head Office

Inter-Store Transactions & Cycle CountingIn Store Transactions

Inter-Store Transactions– Visibility of stock across the

retail chain– Book orders to be fulfilled by

other stores– Perform sales refund from any

store

Cycle Counting / Stock Take at store

– Perform physical inventory counting at store

– Barcode scan file can be imported to reconcile inventory

– Perform stock take using barcode scanners

Pricing & Promotion ManagementIn Store Transactions

• Tax Exclusive / Tax Inclusive Pricing• Store specific pricing• Period and Volume Discounts:• Special Prices for Business Partners• Discount Groups: Define discounts for

Business Partners based on– Item Groups– Item Manufacturers

• Define promotions to allow discounts for a specific quantity and/or combination of goods

• Promotion based on sale totals• Happy hour based promotions• Define discounts based on:

– Item Groups• Manufacturers• Setup Events for grouping reports by

events

Loyalty ManagementIn Store Transactions

• Setup and manage multiple loyalty schemes which assign points on customer purchases

• Define ageing criteria for loyalty points

• Redeem loyalty points against new customer purchases

• Loyalty points can be redeemed across the network of stores

• Customers can be informed about their points via e-mail, text messages, etc.

• Facility to define group memberships

• Store manager can override expired points

• Intuitive operational and business reporting

Gift Cards & CertificatesIn Store Transactions

• Three (3) types – System Generated– Pre – Printed – User Defined

• Setup and manage multiple gift cards

• Gift Cards can be sold and redeemed across the network of stores

• Re-charge gift cards• Cash back on gift cards• Support for card or paper

based gift cards

Up sells & Alternative ItemsIn Store Transactions

• Assign item substitutes and up sell items

• Up sell and alternate item recommendations automatically pop up on the POS

Layaway ManagementIn Store Transactions

• Create and maintain flexible layaway plans by defining– Installment count– Minimum installment

count– Maximum installment

count– Layaway duration

• Configurable Inventory issue method– At layaway booking– At layaway delivery

Cash and Till ManagementIn Store Transactions

• Create and track the cash being disbursed and collected from each POS from the start to end of each day

• Maintain opening balances for each POS

• Ensure till counts at various stages. Helps in auditing and reconciling the till amounts

• Record Till Count variance and post variances in SAP Business One.

Labels and ReceiptsIn Store Transactions

• Choose from a pre-configured industry standard labels

• User customizable receipts– Print custom

messages for select users, user groups, items and item groups

– Specific remarks can be added for specific items

SAP Business One Integration

• Integrate UDFs on Business Partner Master Data and Item Master Data

• Over 17 other masters including– Item Master– Customers– Warehouses– Price lists & Special

prices– Serial and batch

numbers

iVend Retail – Point Of Service (POS)

• Licensed Component• Connected to iVend

Management Console at the store

• Connection only over LAN• High levels of flexibility in

usage– User specific settings possible on

different tills– Create teams and assign them to

tills– Multi – language support at the till

Multiple Transactions & User InterfaceiVend POS – Transaction Processing

• iVend POS can be used with both Keyboard and Touch Screen equipment.

• Following transactions are supported on the iVend POS:– Sale– Sale Return– Sale Exchange– Sales Order booking / Order fulfillment– Quotation / Convert quotation to Sales Order or Sale– Layaway booking / Layaway fulfillment – On Account Payment– Capturing Lost Sales

One transaction – multiple types, Fulfillment, Kits, Suspend & VoidsiVend POS – Transaction Processing

• Support for multiple transaction types in a single POS transaction– the user can execute a Sale,

Sale Return, refunds, etc. in a single transaction

• Attach fulfillment plans to Sales or Sales Order lines

• Build or Break down Kits in real-time on the POS

• Suspend and recall transactions

• Void items or the complete POS transaction.

Gift Receipts & multiple sales peopleiVend POS – Transaction Processing

• Print Gift Receipt to be given with gift items

• Facility for attaching multiple Sales Person to Sale

• Track and redeem customer loyalty points

Visibility across storesiVend POS – Transaction Processing

• Visibility of inventory of all stores and warehouses at the POS

• iVend POS offers real – time inventory control.

• Automatic Barcode determination at POS– follows a sequence of methods in

attempting to resolve:• barcode to a product • a card swipe to a customer/security

user

Customer Credit & automatic price determinationiVend POS – Transaction Processing

• Display customer balance and credit limit on the POS

• Automatic price determination at POS• Automatic Tax determination at POS• Override price, discounts and taxes on

the POS• Easily look up quantity on hand and

item attributes, as well as display a picture.

• Easily manage / create customer records from the POS

Overrides & Reason CodesiVend POS – Transaction Processing

• Item description override on POS– Used for selling open items and special order items tied to

a single item master record

• Attach reason code to transactions– POS user can be prompted for a reason code for executing

a specific transactions

• Add sale level comments at the POS– These comments can be printed on the receipt

Manager override scenariosiVend POS – Transaction Processing

• Manager override for following scenarios:– Price Override at the item level can be

done beyond the Price Override Limits– Discount override at the item / sale level

can be done beyond the Maximum Discount allowed

– Manager can unlock the POS once it gets locked on reaching the tipple point

• Customer credit limit override.

Multiple payment typesiVend POS – Transaction Processing

• Payments on the POS can be made by the following tenders:– Cash– Credit Card (both online & offline authorization) – Debit Card– Check– Travelers Check– Voucher– On Account – This special tender enables the user to

leave advance payment– Gift Card– Loyalty Points

• Custom tender – This special tender allows businesses to define their own financial instruments and control their integration with SAP Business One

Multiple Payment meansiVend POS – Transaction Processing

• Secure Credit Card authorizations: Eliminate losses due to unapproved or unauthorized credit card transactions

• Support for the following Credit / Debit cards:– Master Card– Visa– Amex– Diners Club– Discover– JCB– Others – Payment by cards other than the above

• Collect payments by multiple tenders in the same transaction• Transaction payments can be staggered across multiple transactions• Ability to print multiple payment receipts.

– credit card receipts are to be printed twice, signed in duplicate

Cash ManagementiVend POS – Transaction Processing

• Create and track the cash being disbursed and collected from each POS from the start till end of each day

• Maintain opening balances for each POS and ensure till counts at various stages.

• Perform Cash In/Cash Out for the till at the POS

• Facility to book petty expenses at the POS

• Detailed Tender Counting for Credit Cards/ Debit Cards/ Voucher/ Check / Travelers Check

Reporting

• Generate reports to analyze:– Sales breakups– Identify slow-moving items– Sales for any day

• by store• Item• Item Group• Customer• Customer Group • Sales Person

• Multiple reports in the following categories:

– Sales– Collection– Inventory– Fulfillment

Reporting (contd..)

• Reports can be previewed on screen, printed, or exported to Office Excel, Office Word, and other applications and formats supported by the Microsoft Windows operating system.

• Ability to edit existing reports as per the user format.

• New reports can also be added using the custom reporting feature

About Us – CitiXsys Technologies

Business Drivers– Products for SAP® Business One in Retail,

Warehousing, Distribution

– Largest SAP® Business One Services Partner in the world

– Reseller of SAP® Business One in US, Canada and India

– Installation, Implementation, Integration and Customization Services

– Strategic Partner for SAP Ecosystem Opportunities

Operating Locations in US, Canada, UK, Australia and India

Global Employee Count: 225+ 700 seat R & D and Support Center in India No. of Customers: Over 400

About Us – Global Footprint

USA - CitiXsys Americas Inc New YorkRockefeller Center7th floor, 1230 Avenue of the Americas New York NY 10020 USAT: 1 212 745 1365 F: 1 646 349 3441 E: newyork@citixsys.com

New Hampshire264 South River Road, #474Bedford NH 03110USA T: 1 603 232 8252 F: 1 646 390 1988E: newhampshire@citixsys.com

Chicago22nd Floor, The Merc, West Loop30 South Wacker DriveChicago, IL 60606USAT: 1 630 359 5956F: 1 630 697 1315E: chicago@citixsys.com

ChicagoCantera Center 4320 Winfield Road, Suite 200Warrenville, Chicago, IL 60555USAT: 1 630 836 8528 F: 1 630 836 8010 E: chicago@citixsys.com  

Canada – Toronto CitiXsys Canada Inc 8th Floor, 2425 Matheson Blvd. East Mississauga, ON L4W 5K4 Canada T:1 905 361 2886 F:1 905 361 6401 E: toronto@citixsys.com

EMEA - London CitiXsys UK Ltd Lakeside House, 1 Furzeground Way Stockley Park, Uxbridge UB11 1BD United Kingdom T: 44 0 208 622 3006 F: 44 0 845 280 8848 E: london@citixsys.com

India - New DelhiCitiXsys Technologies Pvt Ltd A-24/5, MCIE, Mathura Road New Delhi 110044 India T: 91 11 42696666 F: 91 11 42696600E: newdelhi@citixsys.com

Asia Pacific - Sydney CitiXsys Australia Pty Ltd Tower 2, Level 20, 201 Sussex Street Sydney NSW 2000 Australia T: 61 2 9006 1616 F: 61 2 9006 1515E:sydney@citixsys.com

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