Product Presentation

Customer facing slide deck

Our Customers (partial list)
Our Customers (partial list)
Demonstration Sequence

Reports and Inquiries

iVend POS

Management Console

iVend Enterprise

Business Architecture

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 Apparel Book Stores Footwear Optical Stores
with Business
Management
Applications
– Inventory control &
Replenishment
– Customer Management
& Loyalty
– Effective price & Specialty Departmental
Promotion Management Sports Goods Wine Stores
Retail Stores
– Loss prevention and
Control
– Maintainability &
Scalability to respond to
business changes
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 Coming
soon
– Stores
– User Rights
– Promotions & Schemes Coming
soon
– Other Retail Settings
 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 purchasing
In 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 & Issue
In 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 Management
In 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 Counting
In 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 Management
In 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 Management
In 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 & Certificates
In 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 Items
In Store Transactions

• Assign item
substitutes and up
sell items
• Up sell and
alternate item
recommendations
automatically pop
up on the POS
 Layaway Management
In 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 Management
In 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 Receipts
In 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 Interface
iVend 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 & Voids
iVend 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 people
iVend 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 stores
iVend 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 determination
iVend 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 Codes
iVend 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 scenarios
iVend 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 types
iVend 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 means
iVend 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 Management
iVend 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 Canada – Toronto
New York CitiXsys Canada Inc
Rockefeller Center 8th Floor, 2425 Matheson Blvd. East
7th floor, 1230 Avenue of the Americas Mississauga, ON L4W 5K4
New York NY 10020 Canada
USA T:1 905 361 2886
T: 1 212 745 1365 F:1 905 361 6401
F: 1 646 349 3441 E: toronto@citixsys.com
E: newyork@citixsys.com
EMEA - London
New Hampshire CitiXsys UK Ltd
264 South River Road, #474 Lakeside House, 1 Furzeground Way
Bedford NH 03110 Stockley Park, Uxbridge UB11 1BD
USA United Kingdom
T: 1 603 232 8252 T: 44 0 208 622 3006
F: 1 646 390 1988 F: 44 0 845 280 8848
E: newhampshire@citixsys.com E: london@citixsys.com

Chicago India - New Delhi

22nd Floor, The Merc, West Loop CitiXsys Technologies Pvt Ltd
30 South Wacker Drive A-24/5, MCIE, Mathura Road
Chicago, IL 60606 New Delhi 110044
USA India
T: 1 630 359 5956 T: 91 11 42696666
F: 1 630 697 1315 F: 91 11 42696600
E: chicago@citixsys.com E: newdelhi@citixsys.com

Chicago Asia Pacific - Sydney

Cantera Center CitiXsys Australia Pty Ltd
4320 Winfield Road, Suite 200 Tower 2, Level 20, 201 Sussex Street
Warrenville, Chicago, IL 60555 Sydney NSW 2000
USA Australia
T: 1 630 836 8528 T: 61 2 9006 1616
F: 1 630 836 8010 F: 61 2 9006 1515
E: chicago@citixsys.com   E:sydney@citixsys.com
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