Introducing iVend Loyalty Portal

Introducing iVend Loyalty Portal

The purpose of the loyalty program is to provide competitive advantage for the retailer. To maintain that edge, retailers must continuously adjust and evolve their program as per customers’ needs, business requirements, and competitors’ offerings. With Mobile devices gaining an important position in retail landscape, iVend Loyalty introduces Loyalty Web Portal which allows loyalty cardholders to view their card balance and history on their mobile device while the merchant can change the look and feel of loyalty customer portal online using the html editor.

A loyalty card holder can access loyalty account on a mobile device anywhere, anytime, view the reward details and merge/join/link multiple loyalty cards with single account.

iVend Loyalty Portal is a secure, web-based application that allows, the retailer manage cardholder accounts, update cardholder profile information, add new pages, change email template, customize the registration page, design and publish the new page created page on loyalty customer portal.

The Customer Loyalty Portal allows loyalty cardholders to view their current card balance, Customize the registration and update profile cxs loyaltypage, card transaction history and update their contact information. To register and log in, Loyalty cardholders will need the Loyalty card number and the transaction receipt number provided to them by the Retailer. Retailers can design and publish webpages on customer portal and use them as marketing Page to alert on on-going and upcoming campaigns

Loyalty Portal features:

  • Designed exclusively for Loyal Customers of a retailer using iVend Loyalty, users can use loyalty portal to modify and review the following
  • Statements for loyalty points earned & consumed
  • Transaction History (storage period)
  • Profile Updates of loyalty customer
  • Marketing Page to alert on on-going and upcoming campaigns
  • Link and merge multiple loyalty cards into one account.
  • Customize the registration and update profile page

To know more about Loyalty Portal and other features of iVend Loyalty write to us at info@citixsys.com

What’s new in iVend POS 6.2

Citixsys Inside Banner

Reiterating its strong commitment to continuous innovation to create profitable retailers and happy consumers, CitiXsys released a feature rich, iVend 6.2 earlier this week. This release of iVend Retail has numerous features, all aimed to extend valuable business benefits to the retailers.

This post talks about the features introduced in this release and their business benefits to retailers.

New Application Icons

iVend POS version 6.2 introduces new application icons

index
Management Console

Configuration Manager

Merchandise Hierarchy

Every retail organization, regardless of its size, has a merchandise hierarchy for all the goods. A Merchandise Hierarchy is a reporting structure under which sales and inventories of products are tracked and managed.

With the introduction of Merchandise Hierarchy in iVend POS 6.2, users will be able to:200by200

  1. Define multiple Merchandise Hierarchies in the system
  2. Attach more than one Merchandise Hierarchy to individual products.
  3. Top down reporting at all Merchandise Hierarchy levels

Following is an example of a typical Merchandise Hierarchy:

index

ForecastingForecasting

Forecasting or (better known as) Sales Forecasting is the process of estimating future business’s sales. A forecast is based on historical sales data and is done for a particular period of a time in the near future, usually the next calendar year. A sales forecast enables a company to make informed business decisions regarding inventory or cash flow or plan for growth.

For this reason, forecasting is a central activity in any retail operations.

Forecasting in iVend POS 6.2 provides a wide range of forecasting models with an automatic “best pick” option. The Forecast window in iVend Management Console is an intuitive interface that displays hierarchical data in a tree-like structure, allowing to work at different level of details with a simple click of the mouse. As user navigates from item to item, synchronized sections displaying graphical and tabular data are instantly updated.

Forecasts can be generated based on product, product group, product categories and merchandise hierarchy. Furthermore the forecast can be consumed in MRP calculations.

planningReplenishment Planning

Replenishment Planning functionality in iVend POS 6.2 is used to assist the purchase department make purchase orders and also assist the warehouse to suggest what needs to be transferred to the stores.

Replenishment Planning calculates gross requirements based on In Stock Quantity, open Sales Orders, open Purchase Orders, Forecasts, Stock Transfer Shipments, Stock Transfer Requests, etc. The Replenishment Planning module also takes into account predefined planning parameters such as Minimum Inventory, Minimum Order Quantity and Lead Time.

Replenishment Planning functionality can be run centrally at the iVend Enterprise or can be run at the stores. Replenishment Planning functionality makes recommendations to replenish warehouses and/or stores by purchase order documents and/or transfer order documents.

This feature will be available to customers using iVend POS as a standalone application (Unplugged) without integration to an ERP system.

iVend-Dashboards iVend Dashboards

iVend Dashboard designer allows users to create fully interactive business intelligence dashboards for a retail business. iVend Dashboard makes the complex and time consuming aspects of dashboard design a thing of the past by introducing a fully optimized drag & drop feature so users can create dashboards in record time.

The Dashboards created in iVend can be viewed either from iVend management console or in any standard browser using the iVend web viewer.

iVend Dashboards bring a whole new aspect to the reporting as users can now create interactive and drill down reports which can be viewed using a web browser.

Stock-Management-with-Handheld-Devices_iconStock Management with Handheld Devices

The Handheld module in iVend POS 6.2 allows users to manage store inventory using a handheld device running Windows Mobile OS version 6.0 or 6.5.

Following inventory transactions can be performed using the iVend-Handheld module:

  • Good Receipt PO
  • Stock Transfer
    • Shipment
    • Receipt
  • Stock Management
    • Goods Issue
    • Goods Receipt
    • Goods Return to Vendor
    • Stock Take
    • Item Lookup

Learn More_Banner

Query_builer Visual Query Builder

iVend POS 6.2 comes with a visual query builder which helps in creation of Adhoc reports using SQL queries. The functionality helps user in writing queries by selecting data tables and then linking them by using drag and drop functionality. This avoids the need for user to remember the tables and column names while designing a query. The query builder renders all SQL features, such as sub-queries and unions. Using visual query builder, queries can be saved and executed multiple times.

item-costing Item Costing

Item Costing allows a company to provide a monetary value for items that make up their inventory. Inventories are usually the largest current asset of a business, and proper measurement of them is necessary to make business decisions. With the introduction of Standard Costing in iVend POS 6.2, retailers will be able to determine product profitability and thereby make necessary decisions for their business.

This feature is available to customers using iVend POS as a standalone application (Unplugged) without integration to an ERP system.

Transaction_Server Transaction Server

Intra-store transaction processing requires all transaction data to be replicated across the retail landscape. This proves to be an unnecessary overhead especially for retailers who have large number of stores and / or have high transaction volume.

With the introduction of Transaction Server in iVend POS 6.2 it is no longer necessary to replicate the transaction data across retail stores. Transaction Server is a Web application hosted on the iVend Enterprise Server that serves transaction data to the POS via embedded web service calls. The POS at stores can lookup transactions locally from the store database and if transactions are not available locally, the transactions can be retrieved from the Enterprise Server via the Transaction Server.

Following are the key benefits of this functionality:

  1. Intra-store transaction processing does not require transactions to be replicated across the retail landscape.
  2. Reduces data bandwidth consumption.
  3. Increases the overall speed of data replication between stores.
  4. SQL Express can be used effectively at stores as data can be purged. This brings down the overall cost of deployment and maintenance.

user-interface User Interface Enhancements

iVend POS 6.2 includes several UI enhancements:

  1. Collapsible Menu Bar in iVend Management Console: Users can now collapse the Menu bar in iVend Management console that provides additional working space on the screens.
  2. Changing Captions: Users can now change label and button captions by accessing the Change Caption option from the right click menu.
  3. Validation Rules: Users can now setup following validation rules on screens accessible from the iVend Management Console. Relevant validation rules can be setup from the right click context menu.
    1. Hiding fields on screens.
    2. Making a field mandatory on screens.
    3. Specify Minimum and Maximum length for data.
    4. Specify Minimum and Maximum value for data.
    5. Specify regex pattern in which data should be entered in the field.

Fixed-Price-Promotion Fixed Price Promotion

With iVend POS 6.2, Bonus Buy promotions have been enhanced to include Fixed Price promotion type making it far more comprehensive.

With Fixed Price promotion, retailers can offer Products to customers on a Fixed Price when a certain purchase criteria is fulfilled. Some examples of Fixed Price promotions are

  • Buy product “X” and get product “Y” at a fixed price.

Buy iPhone 5 and get Plantronics Bluetooth headset for $22.

  • Buy product “X” and product “Y” at a fixed price.

Buy Canon PowerShot Camera with 4GB SanDisk Memory Card for $79.

  • Buy “N” quantity of product “X” at a fixed price.

Buy any 5 DVDs for $10 instead of their regular price.

  • Buy any “N” products from a product category/product group “X” and get a product from product category/product group “Y” at a fixed price.

Purchase 2 Shirts and 2 Trousers and Get a cap at $4

integration-with-hana iVend POS Integration with SAP Business One, version for SAP HANA

Take your business to the Next Level of performance with iVend POS 6.2 integrated to SAP Business One, version for SAP HANA.

SAP Business One, version for SAP HANA is a scalable business application with following key benefits:

  • Dramatically improved responsiveness of planning, sales, production, and financial processes
  • Faster business insight for improved decision making
  • Unmatched performance gains as more users access the software concurrently

Report Inventory Turns Report

Inventory Turns (also known as Inventory Turnover) report has been added under the reports menu in iVend Management Console. The Inventory turnover is a measure of the number of times inventory is sold or used in a time period such as a year.

A low turnover rate may point to overstocking, obsolescence, or deficiencies in the product line or marketing effort. However, in some instances a low rate may be appropriate, such as where higher inventory levels occur in anticipation of rapidly rising prices or expected market shortages.

Conversely a high turnover rate may indicate inadequate inventory levels, which may lead to a loss in business, as the inventory is too low. This often can result in stock shortages.

Purchase-Order-Authorization Purchase Order Authorization

In iVend POS 6.2 a new User Role has been added for Purchase Order authorization. Users with insufficient privileges will be able to add purchase orders in “Un-Approved” (Draft) state. Users with sufficient privileges can approve these purchase orders. Moreover a Good Receipt can only be created for “Approved” purchase orders.

Audit-log-for-Transaction-Voids Audit log for Transaction Voids

In iVend POS 6.2 a new configuration setting had been provided under the POS Profile setup to log transactions voided by the cashier.

Additionally a new report has been added to display details of Voided Transactions.

z-report Z-Report

An XML Based Z-Report has been added in iVend POS version 6.2. This Z-Report is printed from the POS on closing the till.

Enhancements

Stock Transfer Cancellation

With iVend POS 6.2 the Stock Transfer functionality has been enhanced to allow cancellation of Stock Transfer Shipment. A user at the Shipping Store can mark a Stock Transfer Shipment for cancellation. If the Stock Transfer is not received at the receiving location, the system will confirm the stock transfer cancellation.

User defined item codes

Customers running iVend POS 6.2 in stand alone mode will now be able to enter Item Codes manually at the iVend Enterprise.

Sales Figures on POS

The X Tape report in iVend POS 6.2 has been enhanced to display sales figures. This will enable the cashier to see the total sales done under various categories during the day. These sales figures can also be printed on the receipt.

Ability to create PO in Franchise Stores

iVend POS 6.2 enhances operations for Franchise Owned stores. A Franchise store can now create local vendors and local purchase orders.

Data purging for specific stores

Data purging feature helps the administrator to control the size of iVend database at each store. Data purging at stores are controlled centrally and is scheduled from iVend Enterprise at Head Office. Once data purge activity is scheduled from iVend Enterprise the actual data purging happens at the store when the store manager runs the End of Day routine

With iVend POS 6.2 the Administrator can now schedule the data purge activity for specific stores.

Limit items per transaction

A new configuration setting has been added under retail setting to define a limit for numbers of items per transaction. This setting is generally used in scenarios where there is a constraint on printing space in case of pre-printed stationary.

Variable support for Thermal Receipts

Thermal receipt can now support user-defined variables. This will help end users to define new variables in the receipt and perform calculations based on custom logic. This will provide a much-needed flexibility for the thermal printer users, as they now will be able to do the calculations based on the required conditions.

Health Check for iVend APIs

A new health check utility has been added to the iVend Configuration Manager to check connection to iVend APIs. This health check utility warns the user if any issues are found while making a connection to iVend APIs. This will help the user in finding the root cause for connectivity failures.

Health Check for Auto-updates

The Automatic-Updates functionality in iVend POS enables customers to receive product updates Over the Air. A new health check utility has been added to the iVend Configuration Manager to check connectivity to the iVend Updates Server. The iVend Updates Server may be inaccessible due to network security settings. This health check utility will warn the user if connection to the iVend Updates Server cannot be established.

Multi-currency Payments Integration with SAP Business One

With iVend POS 6.2, payments received in foreign currency at the POS can now be integrated to separate G/L accounts in SAP Business One. New sets of configuration settings have been provided in the iVend Add-on to enable this.

Integration of Valid Value type UDFs defined in SAP Business One

Valid Value type UDFs defined in SAP Business One can now be integrated with iVend POS 6.2.

Manager Override on POS

With iVend POS 6.2, following additional Manager Override options have been added:

  • Transaction Mode Change
  • Customer Search
  • Product Search
  • Sale Information Edit
  • Item Information Edit
  • Transaction Search
  • Fulfillment
  • Suspend/Recall
  • Delete Payment

Restrict Price Change on Purchase Order

A new authorization has been added in iVend POS 6.2, to restrict the user from changing the price on Purchase Orders.

iVend Retail 5.8 released

A new version of iVend 5.8 was released earlier this month with following features and enhancements-

New Features

iVend Installer

iVend 5.8 comes with an upgraded and more intuitive installer. Running this installer allows the user to install iVend Unplugged in a demo mode with demo database for a faster and quicker setup of a demo environment. The installer also allows to utilize an existing iVend Unplugged database.

Implementation Center for iVend Unplugged

Implementation center provides different options to quickly setup and start using iVend. Using implementation center, user can setup iVend using the wizard driven setup or can use the copy express to copy the setting from an already setup iVend database, which would have been used for the UAT (User Acceptance Testing).

Automatic Upgrades

Automatic Upgrades helps the site administrators to easily upgrade to the new release of iVend. Before the upgrade is initiated, information about the published upgrades can be seen by the administrator in the iVend Configuration Manager helping the administrator to decide an appropriate time to upgrade to the new release. This eliminates the need to individually upgrade each station

Customers upgrading to iVend 5.8 must update the connection setting from iVend Configuration manager.

Data Purge iVend

This feature helps the Administrator to control the size of the iVend database at each store. Data purging at stores are controlled centrally and is scheduled from iVend Enterprise at Head Office.

Database Optimization

iVend has inbuilt database checking and optimization tool. While executing End of Day process, the store manager can chose to run the iVend database optimization script. iVend database optimization includes checking the database for any inconsistent data, rebuilding the indexes and shrinking the database log files.

Detection of Retail Peripherals at the POS

Whenever iVend POS is installed for the first time, the application will suggest the OPOS peripherals for which the device drivers are pre-installed. This saves valuable time in appropriately configuring standard retail peripherals at each POS.

Mercury Payment Processor

Mercury payment processor integration for US has been incorporated in this release.

DBS Payment Processor

DBS payment processor integration for Singapore has been incorporated in this release. The integration also supports the debit card sales with the PIN entry.

Enhancements

Store Specific Sales Person

iVend supports defining a sales person and then attaching it to a specific store. This allows better and effective management of store executives across the retail chain. This feature also allows defining store executives which may be common across all the stores in the retail chain.

Purchase Order

Purchase orders for the stores can be created from iVend Enterprise in iVend Unplugged. This feature also gives an option to edit the purchase order at iVend Enterprise which were created from the stores.

Batch/Serial Based Promotion

Promotions can now be defined for particular item batches/serial of an item. This functionality enables the user for running the promotions based of serial/batches.

Discount Amount in Promotion

User now has an option to define the discounts either in percentage or in absolute amount terms on the promotion.

For more details on iVend Retail 5.8 Features and an exclusive demo Register Here

More Payment Processors integrated with iVend Retail

As promised to you in the past we are successful in adding new payment processors to iVend Retail , we will ensure that this list keeps getting longer in future. If you want your payment processor to be integrated with iVend Retail, please leave a comment at the bottom of this post or send us a email.
Heartland Payment Processor-
Heartland payment processor integration for US has been incorporated in this release. The integration also supports the debit card sales with the PIN entry.

iVend’s Shop and Swipe feature allows cashier’s to complete transactions without the need of clicking any button at the POS. The feature makes the POS operation ‘click-free’ as the cashier just swipes the card after scanning all the items. The feature also removes the need of swiping the card once at EFT machine and then again at the POS for recording the payment details. In constant endurance to provide the hassle free billing at the POS, iVend Retail is integrated with many popular payment processors for different countries. That’s not all; all this comes with the highest standards of security practices recommended by the PCI council.

 Updated list of payment processors are integrated with iVend Retail:

S No. Processor Region
1 Authorize.Net (Both card present and card not present scenario US
2 Commidea UK
3 CyberBit UK
4 DataCash UK
5 EWay Australia
6 Ogone Europe
7 Protox UK
8 SecurePay UK
9 Verisign / Paypal/ Pay Flow Pro(Both card present and card not present scenario) US
10 Moneris US/Canada
11 DPS Australia
12 PC-EFTPOS Australia
13 Caledon Canada
14 Heartland US
15 Plutus India
16 TransFirst US
17 YESpay Europe

Please feel free to mail us on info@citixsys.com with your suggestions on new payment integration’s for iVend Retail.

Retailers have been quick to notice and implement Integrated Retail Solutions to improve their Retail Efficiencies. However, it has been a challenge for many retailers to train their staff constantly and incorporate promotions into their centralized retail operations engine, through which they can implement discounts & promotions effectively. Watch the video to learn how iVend Retail 5.6 can help you with extensive training mode, enhanced promotions engine, extensive discounts & coupon management .

iVend Retail 5.6 released

iVend Retail 5.6 brings host of retail functionalities making iVend a much stronger retail management suite of application. 

iVend Unplugged 

iVend Unplugged is an Unplugged version of iVend Retail – unplugged from a core financial application. iVend Unplugged encompasses all that is offered by core iVend Retail. It retains the original features of iVend Retail and offers more. Unplugging the application from a core financial solution lets the Retailer run his retail operations the way he wants to run them, and not be constrained by the investment & processes of a financial solution. iVend Unplugged can be integrated with any third party financial system/ ERP using iVend APIs.

User Training Mode 

User Training Mode has been introduced in iVend to make iVend more users friendly. A new user can work in the training environment and learn to use the functionalities of iVend Retail better. The production environment however, remains unaffected by user activities in the training environment.

Coupons 

iVend Coupons are vouchers entitling the holder to a discount off a particular product(s). It is a promotional tool that can be used to get discounts while purchasing goods or services. Generally coupons are classified into Manufacturer and Store issued coupons, however in iVend treatment for both of these coupon types remains same and depends on the coupon setup.

Promotion – Bonus Buys 

iVend Promotion engine are used to handle complex promotion scenarios using Buy and Get conditions as means to define the prerequisites set by the customer. Some of the promotions that can be setup are

  1. Buy X and get X free
  2. Buy X and get Y free
  3. Buy X and get discount on any item from Product Group Y
  4. Buy N quantity from Product Group X and get discount on any item of Product Group Y
  5. Buy N quantity from Product Group X of worth R and get discount on any item of Product Group Y
  6. Buy any 5 Quantity and get X percent discounts.
  7. Get X discount percent on the entire sale if Bill values exceeds N amount.
  8. Get Gift Certificate /Coupon/Loyalty points if you buy item/item group X worth R.

Tax Condition Setup 

Using Tax Condition setup, a user can setup different Tax Conditions based on different parameters like Customer/Customer Group, Product/Product Group/Product Class, Warehouse/Store Group, Item Price range and Shipping Conditions etc.

Discount Group Setup 

Earlier in iVend, Discount was defined for a single Discount field. With iVend 5.6, Discount Group setup has been introduced where Discount field has been categorized into four types of Discount Group.

  1. Manual Discount Group
  2. System Discount Group
  3. Coupon Discount Group
  4. Promotion Discount Group

Depending on the grouping done, the user can determine the relationship of a particular group with the next Discount Group.

Sale Order Cancellation 

Cancellation of Sale Order at Point Of Sale can be done using Cancel option introduced in iVend 5.6. Previously Sale Order was cancelled using Sale Edit option.

Heartland Payment Processor 

Heartland payment processor integration for US has been incorporated in this release. The integration also supports the debit card sales with the PIN entry.

Signature Capture 

iVend 5.6 supports capturing of customer signatures on transactions. The captured signatures can then be printed on the thermal receipt. iVend 5.6 recommends that you use the Id Tech Sign & Pay (IDFA-3153) for this (http://www.idtechproducts.com/products/pos-peripherals/116.html).

SAP Business One Israel Localization Support 

Support for Israel localization is extended in iVend 5.6. Along with this iVend supports the Arabic language and also has support for RTL.

Extended Language Support 

Apart from English, iVend application is now also available in the following languages:

  1. French
  2. German
  3. Greek
  4. Italian
  5. Latin American Spanish
  6. Simplified Chinese
  7. Vietnamese
  8. Arabic

Enhancements 

Custom Transaction Information Grid 

Custom Transaction information can now be set individually for different store(s) using Custom Transaction Info Grid option in management console. This would enable users to setup the different button panel for individual stores.

Store Group 

Store group provides the flexibility of grouping the multiple stores based on their pricing, taxation and inventory needs.

  1. Pricing Store Group: Price list can be attached to a pricing store group and therefore all the stores falling under this group would have a same price list applicable.
  2. Taxation Store Group: Stores can be group based on their Taxation and then this store group can be used to setup different Tax Condition within iVend.
  3. Inventory Store Group: Different warehouses can be clubbed together using an Inventory store group. Store would only be able to see the inventory or do inventory transactions with the stores/warehouses which are in his inventory store group or the stores/warehouses which are not part of any inventory store group.

Import/Export Data 

Import /Export of Data templates can be done in iVend using Import/Export data option. Forty two templates are available for import/export in iVend. The default location for these templates is iVend Retail Installation folderManagement ConsoleImport Templates.

Print Profile Enhancements 

The user can specify report printing option(s) (xml report, crystal report, printer selection on runtime) using Print Profile option. All the reports like Z-Tape, X-Tape, Labor session chit and others can now be printed on document printer also.

Business Date Validation 

On enabling this, the user would not be allowed to login in iVend POS if the system date and the business date are not same.

Force Clock Out while performing End of Day at Store 

If a user does not clock out from Point Of Sale, on commencement of the End of Day process, the user is force clocked out.

Display Loyalty Details under Customer Information Panel 

At Point of Sale, Loyalty details for the selected customer are available under Customer Information Panel. Loyalty details include Loyalty Points, Loyalty slab etc.

Changes in the serial scanning on GRPO 

While doing a GRPO, instead of manually entering the serial number(s) for the products, the serial number(s) can be directly scanned by the user.

Fulfillment Address Integration with SAP B1 documents 

The address captured on fulfillment in iVend will be populated in delivery address of corresponding document of SAP Business One. Since in iVend user can attach multiple fulfillment(s) on same document, therefore only first fulfillment address will be integrated with SAP Business One.

Customer Remarks Integration with SAP Business One 

Customer remarks captured in SAP Business One would be integrated with Customer comments of iVend.

Returns on Credit Card 

While doing a refund on a credit card, the original reference number will be auto populated by the system from the original sale transaction. This would ease the operation of cashier as currently cashier enters this number manually.

Z Report 

Apart from Fiscal Z-Report, iVend 5.6 provides the functionality for printing the Z-Tape Report for other countries.

Support for Rounding in Payment 

iVend 5.6 supports the following type of rounding of Payments

  • No Rounding
  • Round to Five Hundredth
  • Round to Ten Hundredth
  • Round to One
  • Round to Ten
  • Round to Fifty
  • Round to Hundred
  • Round to Thousand

If you are using SAP Business One as ERP system, then please ensure that you specify the over/under payment amount according to the Rounding selected in iVend. If this is not done correctly then your invoice may remain open in SAP Business One.

Issues Fixed 

Issue Description: The GRPO fails to integrate if the purchase UOM is set on an item while creating the Purchase Order.

Issue Description: While creating a backup of Store from iVend Enterprise, if the numbers of records are large then creation of backup fails.

Issue Description: If warehouse is created later in SAP Business One after system is initialized then the inventory records for that warehouse were not generated which was resulting in error while doing the goods receipt at the store.

What’s new in iVend Retail 5.6

After so many months of wait, iVend Retail 5.6 has finally arrived. The release is scheduled for 7th August 2012. While few of our partners and certified consultants are already using the beta release, some of the cool features are listed below for everyone to get a glimpse on the latest innovations. A video is also created. Have a look.

iVend Stand-Alone 

iVend Stand-Alone runs independently without the need for an ERP at the backend. Retailers can now manage their entire retail operations just with iVend Retail Suite without having to implement an ERP.

User Training Mode

User Training Mode has been introduced in iVend to make iVend more users friendly. A new user can work in the training environment and learn to use the functionalities of iVend Retail better. The production environment however, remains unaffected by user activities in the training environment.

Discount Group Setup

Earlier in Ivend, Discount was defined for a single Discount field. With Ivend 5.6, Discount Group setup has been introduced where Discount field has been categorized into four types of Discount Group.

  • Manual Discount Group
  • System Discount Group
  • Coupon Discount Group
  • Promotion Discount Group

Depending on the grouping done, the user can determine the relationship of a particular group with the next Discount Group.

Custom Transaction Info Grid

Custom Transaction information can now be set individually for different store(s) using Custom Transaction Info Grid option in management console. This would enable users to setup the different button panel for individual stores.

Coupons

iVend Coupons are vouchers entitling the holder to a discount off a particular product(s). It is a promotional tool that can be used to get discounts while purchasing goods or services. Generally coupons are classified into Manufacturer and Store issued coupons, however in iVend treatment for both of these coupon types remains same and depends on the coupon setup.

Promotion – Bonus Buys

iVend Promotion engine are used to handle complex promotion scenarios using Buy and Get conditions as means to define the prerequisites set by the customer. Some of the promotions that can be setup are

  1. Buy X and get X free
  2. Buy X and get Y free
  3. Buy X and get discount on any item from Product Group Y
  4. Buy N quantity from Product Group X and get discount on any item of Product Group Y
  5. Buy N quantity from Product Group X of worth R and get discount on any item of Product Group Y
  6. Buy any 5 Quantity and get X percent discounts.
  7. Get X discount percent on the entire sale if Bill values exceeds N amount.
  8. Get Gift Certificate /Coupon/Loyalty points if you buy item/item group X worth R.

Tax Condition Setup

Using Tax Condition setup, a user can setup different Tax Conditions based on different parameters like Customer/Customer Group, Product/Product Group/Product Class, Warehouse/Store Group and Shipping Conditions etc.

 Store Group

Store group provides the flexibility of grouping the multiple stores based on their pricing, taxation and inventory needs.

  • Pricing Store Group: Price list can be attached to a pricing store group and therefore all the stores falling under this group would have a same price list applicable.
  • Taxation Store Group: Stores can be group based on their Taxation and then this store group can be used to setup different Tax Condition within iVend.
  • Inventory Store Group: Different warehouses can be clubbed together using an Inventory store group. Store would only be able to see the inventory or do inventory transactions with the stores/warehouses which are in his inventory store group or the stores/warehouses which are not part of any inventory store group.

Import/Export Data

Import /Export of Data templates can be done in iVend using Import/Export data option. Forty two templates are available for import/export in iVend. The default location for these templates is Ivend Retail Installation folderàManagement ConsoleàImport Templates. 

Print Profile Enhancements

The user can specify report printing option(s) (xml report, crystal report, printer selection on runtime) using Print Profile option.

Business Date Validation

On enabling this, the user would not be allowed to login in iVend POS if the system date and the business date are not same.

Force Clock Out at EOD

If a user does not clock out from Point Of Sale, on commencement of the End of Day process, the user is force clocked out.

Display Loyalty Details under Customer Information Panel

At Point of Sale, Loyalty details for the selected customer is available under Customer Information Panel. Loyalty details include Loyalty Points, Loyalty slab etc.

Sale Order Cancellation

Cancellation of Sale Order at Point Of Sale can be done using Cancel option introduced in iVend 5.6. Previously Sale Order was cancelled using Sale Edit option.

Changes in the serial scanning on GRPO

While doing a GRPO, instead of manually entering the serial number(s) for the products, the serial number(s) can be directly scanned by the user.

Fulfillment Address Integration with SAP Business One documents

The address captured on fulfillment in iVend will be populated in delivery address of corresponding document of SAP Business One. Since in iVend user can attach multiple fulfillment(s) on same document, therefore only first fulfillment address will be integrated with SAP Business One.

 

 

Inventory Pro 6.6.6.0 released with major enhancements

About Inventory Pro Inventory Pro is a light Warehouse and Inventory Management Software from CitiXsys. It is deeply integrated with SAP Business One &  lets its users effectively execute inventory management across the organization. Increased automation and item tracking capabilities in Inventory Pro helps improve accuracy and better the correlation of stock on hand with customer demand.

This post explains the business context of the 4 new features which have been developed in this release and the bugs that have been successfully fixed.

Release Description

The post outlines the enhancements / bug fixes incorporated in Inventory Pro version 6.6.6.0

Inventory Pro version 6.6.6.0 is only supported on

  • SAP Business One 8.8 SP00 PL07 and above
  • SAP Business One 8.81 PL05 and above
  • SAP Business One 8.82 PL04 and above

Inventory Pro version 6.6.6.0 will not be supported on the following environments:

  • SAP Business One 2007
  • SAP Business One 2005
  • Microsoft SQL Server 2000

Contact CitiXsys support for details on Hardware and Software specifications for Inventory Pro version 6.6.6.0.

  • You must install Crystal Reports 2008 Run time with this version of Inventory Pro.
  • With this version of Inventory Pro you would need to install .Net Framework 4.0

Enhancements

  • Chinese Localization – This release of Inventory Pro extends support for Chinese localization.

Benefit– This feature will help promoting & adapting the product functionality and appearance to meet the needs of Chinese-speaking markets.

  • VGA Display based RF Handheld Devices – This release of Inventory Pro extends support for VGA display based RF Handheld devices.
  • Windows Mobile 6.5 for RF Handheld Devices – This release of Inventory Pro extends support for Windows Mobile 6.5 based RF Handheld devices.

Benefit– These features shall extend the applications compatibility to most widely used new breed handheld RF scanners along with Windows Mobile 6.5

  • Order Management – With this release of Inventory Pro all selected rows in the Order Management screen will be highlighted and the screen scroll will be maintained (i.e. – the screen will not scroll back to the top).

Benefit– This feature shall help ware house staff to work efficiently & accurately with a clear view & track of orders

Bugs and Defects Fixed

Following bugs have been fixed in this release:

Multiple UOM bar-code in GRPO transaction via RF Module – The new release has fixed the issue, where the system would not determine the alternate UOM bar-code when performing a GRPO transaction via the RF Module..

Warehouse determination in Production Document – The new release of Inventory Pro shall determine the appropriate warehouse code while performing a Receipt from Production or to Production transaction from the RF Module.

Incorrect Date format in RF Transactions –The latest release of Inventory Pro that the system would determine correct date format for non-English locales.

For more details Contact us or write to us on info@citixsys.com.

iVend Retail with SAP Business One Implementation series

CitiXsys Australia conducted a 5 day iVend Implementation webinar series from April 16th to 20th 2012 for CitiXsys partners and customers in South East Asia. The sessions were 3 hours each day with 2 breaks in between. In total there were 15 sessions of 1 hours each. The sessions were recorded, refurbished by our creative team, packed within 30-50 minutes each and made available below and also at http://www.youtube.com/citixsys/. Learn how to implement iVend Retail with SAP Business One in 5 Days, 3 session session per day of 30-50 minutes each. Implementation training on iVend Retail for SAP Business One consultants and iVend Retail consultants.

NOTE: These training sessions are only for iVend Retail with SAP Business One and not for other ERPs. Participants looking for iVend with SAP Retail, R/3 systems, other ERPs are requested to stay tuned at our youtube channel and blogs. If you need such information/ training at an earliest, please contact your nearest CitiXsys office.

Video 1 – Standard iVend Deployment Architecture

In this video, the standard iVend deployment architecture is discussed along with the variations in deployment that are supported by iVend. It goes on further to discuss the iVend Add-on installation and initial configuration. IVend add-on configuration also includes Retail Store setup within SAP Business One. The session concludes by discussing the iVend Integration and Replication services configuration.

Video 2 – Setting up iVend Retail & Configuration Requirements

This video demonstrates the configuration requirements before starting to use iVend Enterprise Management console for the first time. The video also demonstrates setting up the Retail store along with defining transaction number series within the management console. It also explains the configuration and use of Retail profile within iVend, highlighting various attributes available within Retail Profile. The video also explains defining iVend POS and mapping Hardware and Print Profile to the POS. The video concludes by demonstrating the employee and user creation along with their rights and profile assignment.

Video 3 – Payment Types & EOD process

This video demonstrates the various supported Payment types, including Gift Certificates and Store Credit (Refund Voucher) and their configuration within iVend and various attributes that can be configured for the payment types. It goes on further explaining the Master till setup and till creation functionality along with its usage on the iVend POS. The video concludes by demonstrating the EOD process.

Video 4 – Start of day process & Till usage

This video demonstrates the Start of day process and usage of Till on the POS. This is followed by explanation of POS transaction screen and carrying out basic sales transaction at the POS using Credit Card and viewing the sample receipt on the receipt simulator. It briefly explains the Product and Customer search screen along with the relevance of Sale and Item edit functionalities.

Video 5 – Sale Refund, Layby, Kitting

This video demonstrates the Sale refund functionality within iVend POS and issuing a Refund Voucher. Sales order capturing and booking advance payment followed by delivery (Fulfilment) is also demonstrated in this video. Generation of Sales Quotation and converting it into an order or cancellation is also demonstrated here along with the detailed LayBy functionality usage with multiple instalments. Cash Out, Expense capturing and manager override and multiple users on the same POS. This is concluded by demonstration of Kitting functionality.

Video 6 – SAP defined special prices, iVend Upsell, Alternate Product and Alternate UPC code (Barcode)

This video demonstrates the usage of SAP defined special prices within iVend POS along with iVend Promotions. It also demonstrates the iVend Upsell, Alternate Product and Alternate UPC code (Barcode) functionality. The session concludes by demonstrating the End of Day functionality.

Video 7 – New Store setup in SAP and iVend

The video starts with demonstrating the detailed steps for new store setup within SAP Business One and configuring the same within iVend Enterprise Management Console. The video goes further to demonstrate the data export and import functionality available within iVend Management Console.

Video 8 – Troubleshooting tips in iVend Integration or Replication issues

This video discusses various troubleshooting tips to address any iVend Integration or Replication issues encountered during day to day processing. The video demonstrates the usage of Integration and Replication Monitor along with Integration Failure Log window. It also demonstrates how to replace POS machines or store servers including SAP Business One server changeover as well as recovery from a Store Database crash.

Video 9 – Inventory Transactions, PO, GRPO, Stock Transfer & Receipt

This video demonstrates the Inventory Transactions from within iVend Management console by the stores. The transactions include Purchase Order and GRPO creation, stock transfer and stock receipts along with stock requisition. It also covers Goods issue and receipt followed by Stock take functionality. It also demonstrates the out of the box Item Label and Shelf Label report and other reports along with the use of Query Generator feature. The video also demonstrates the Report Manager feature in order to customise or create new reports in iVend.

Video 10 – H/w and S/w specification

This video discusses the iVend implementation process. Starting with the H/w and S/w specification documentation, it goes on with the discussion of recommended steps to be followed while implementing iVend at a client site.

Video 11 – License Manager & key iVend functionality

This video discusses key concepts required for effective learning of iVend functionality and the implementation process. It demonstrates the process of activating a license using Citixsys license manager. The video discusses the day to day useful processes like Day End or Day start, checking gift certificate balance, fulfilment types etc.

Video 12 – iVend Loyalty module, points accumulation

This video demonstrates and discusses various features available with the iVend Loyalty module. It also demonstrates how the loyalty process can be configured. It also demonstrates how the points accumulation can be defined within the loyalty module and its mapping against individual product or group of products.

Video 13 – iVend Accelerated Implementation Plan

This video demonstrates the recommended iVend implementation Project Plan and Blue Print definition and use of iVend Accelerated Implementation Plan. The video discusses, in detail, the iVend implementation Plan and various tasks and stages involved therein.

Video 14 – Implementation architecture, prerequisites & pitfalls

Please view Video 13 before this one. This video concludes the iVend implementation plan discussion started in the Video 13 and also discusses various pitfalls that the implementation team may encounter. It goes further with the discussion of implementation architecture and the prerequisites for a successful iVend implementation.

Video 15 – How to capture and map various customer requirements

This video discusses the iVend Accelerated Implementation Plan document, how to capture and map various clients requirements for iVend. Capturing client environment details, client implementation landscape and detailed iVend configuration details for initialisation are other details that are captured as part of this document.

iVend Retail 5.5 Released with APIs

A major version of iVend Retail is released today with many functionality and enhancements. This version will have full APIs (Application Programming Interface) that can be used by partners and customers to integrate iVend with other applications for integrated retailing. Main points of this release are below.

Integration API’s for iVend

This release of iVend delivers web services APIs for integration with third party business applications other than SAP Business One. For more information related to the iVend APIs please contact your regional sales manager.

Integration with SAP Industry Solution for Retail

iVend 5.5 is integrated with SAP ECC 6.0 with industry solution for retail (IS Retail). This version is completely integrated with SAP Retail using PI Server (Process Integration Server). Customers can purchase the Integration Package for iVend – SAP Retail which has all ready made integration content written for SAP Retail integration. Additional integration content can be written by partners using iVend APIs.

Sale Order Enhancement

The improved functionality will prompt the cashier to open the latest sales order copy in case the Sales order is modified several times. This would ensure that the user always gets to work on the latest sales order.

Transaction Roll-up

The following enhancements were done in the transaction roll-up features.

  1. Roll can now be enabled for all transactions or only for the transactions that are done for the store’s cash customer.
  2. If Roll-up is turned ON only for the store’s cash customers then transactions done against customers other than the store’s cash customer would integrate to SAP Business One in real time.
  3. Roll-up feature can be turned ON and OFF based on the customer’s requirements. However while switching the settings there should not be any pending transactions for integration.
  4. Roll-up feature can also be switch ON along with the inter-store transactions feature.

Support’s SAP Business One 8.82

iVend 5.5 has support for SAP Business One 8.82 PL 04 onwards.

Extended Language Support

Apart from English, iVend application is now also available in the following languages:

  1. French
  2. German
  3. Greek
  4. Italian
  5. Latin American Spanish
  6. Simplified Chinese
  7. Vietnamese

Why every Retailer needs Multi-channel strategy

The recent years have demonstrated the benefit of using integrated retail systems, with retail management software stepping up to offer multi store retail owners the advantages of automatic inventory, faster reports and enhanced customer satisfaction. All this is in addition to a big reduction in costs.  If you are a retail chain owner, it is worthwhile to consider the features and benefits of this software.  Multi channel retail strategies will need to consider all possible means of reaching out to customer bases and engaging shoppers to a point where they return for more business.

Store and POSBenefits

With an integrated retail system,  you no longer have to rely on manual data for purchasing decisions – the system forecasts what planning will have to be done across the entire retain chain.  Integrated software also makes it possible for you to bring together retail operations and back-office systems with your online web business.  Further, you can use the retail software’s set of marketing tools to send out special offers and promotional newsletters to your clients.  These are just a few of the software’s advantages.

Features

If your idea of a POS system is simply a cash register that gives you the total sales figures at the end of the day, then take a look at what integrated retail software can do at your point of sale.  From sending out appreciation notes to shoppers, to building and running strong customer loyalty programs, to being able to look up and point to stock in other stores, real-time (and thus be able to service customers better), to auto-generating discounts at the time of billing, these innovative POS features are guaranteed to leverage your customer relationship.  POS features designed to enhance shopper engagement can be incorporated at ecommerce sites, stores, kiosks or just about any point of sale.  Multi channel retail strategy calls for customer engagement at touch points such as customer receipts, emails, text messages and other means of marketing.

Uses and application

In aiming for greater customer satisfaction, you have to first ensure that your customers come back repeatedly and the most effective way to do this is to build an engaging customer loyalty program.  Bear in mind that more than a third of your revenue comes from repeat customers.  A good integrated retail software system enables sales and support staff to actively engage with loyal customers, rewarding them at every level of sale and also informing them about promotional offers.  Given that 48% of Internet users check their profiles on social networking sites, you can also extend loyalty programs to cover posts and tweets – this has proved to be a very effective strategy.

 With multi channel retail software, you can keep an eye on all aspects of your retail business in a single application.  Business intelligence dashboards help you analyze trends and keep an account of inventory, and also help you understand buying patterns and execute flexible reward points programs based on these patterns.  Stock out situations can be kept to a minimum, ensuring that no customer leaves disappointed.

Some of the challenges that you might face when dealing with multi channel retail are in ensuring a seamless tie-up of integrated software, with legacy retail systems that your organization may have and making sure that brand information provided on all channels is the same.  Integrated retail software systems bring together the best of many worlds, seamlessly merging inventory planning, POS features, business intelligence and customer loyalty programs to give you a definite edge in your business.  Although a multi channel retail strategy might involve a complete overhaul in your marketing procedures, it is definitely worth the effort.