Store Interface Tour

Welcome to the store interface.  All store pages will show the menu across the top, and this retail home page also identifies the key items of interest.

Each menu item drops down to provide additional selections, but each item is also clickable:

Store Interface

  • "Overview" - Will always link you back to this retail overview home page.
  • "Sales" - Takes you to the In-Store sales console.
  • "Orders" - Allows you to raise orders for large quantity purchases or special orders.
  • "Products" - Manage your product catalogue.
  • "CRM" - View email interactions with and notes about your customers.
  • "Suppliers" - Manage your list of suppliers.
  • "Admin" - Setup and manage master data about your store, such as tax codes and rates.

 

Overview

The overview menu is the primary path to finding your business position:

Overview Menu

  • "Reporting" - Access the reports the system has built in, from best and worst products, to supplier sales overviews.
  • "History" - Access orders and documents you have sent to your customers.
  • "Performance" - Taxation reporting and business queries, the performance manager lets you drill down to moment, or assess performance over months.
  • "Daily Balances" - Provides a list of cash and EFT balances at the end of each day, along with cash adjustments, so you can reconcile your cash drawer against the sales the system has processed.
  • "Report Templates" - Gives you access to download, update and install new templates for your reports, including quotation and receipt templates. (Coming soon)

Sales

The sales menu is where sales happen day to day:Sales Menu

  • "Mobile POS" - A tablet friendly version of the sales console, with less functions for smaller screens.
  • "Online Store" - Takes you to the home page for your online shopping cart.
  • "Purchases" - Find and query purchases made throughout the day and over time.
  • "Change Console" - Sales and cash drawers are linked to a Console, so your transactions can be reconciled against the cash drawer.  Use this selection to change which console you are using.
  • "Start of Day" - Perform a start of day, or cash up.  This is performed per Console.
  • "End of Day" - Reconcile the cash you have on hand at the end of the day against the purchases that were made.
  • "Logistics" - For orders placed online or requiring shipping, use Logistics to plan, package and ship products to customers.
  • "Freight Plans" - Freight plans are the way we calculate the cost of shipping to a particular customer, use freight plans to change the amount charged for freight on sales.
  • "Delivery Zones" - Your delivery regions with common pricing are called delivery zones.  They are defined using standard postcodes or postcode ranges, for all the countries you ship to.
  • "Constraints" - Constraints are used to flag products, such as those too heavy for a particular courier to ship.  Manage your constraints here.

Orders

Orders MenuThe orders menu allows you to access your longer running and larger orders processes.

  • "Active Orders" - Gives you a list of orders you are progressing for customers.
  • "Stock Picking" - Once stock has arrived, use stock picking to package orders in the warehouse.
  • "Expenses" - Capture business expenses, especially those related to inbound freight which contributes to stock cost.
  • "Expense Codes" - Segment your expenses by code, for easier accounting.

Products

Products MenuThe products menu gives you access to product information, stock levels and promotions.

  • "Product List" - Provides a searchable list of products, used to explore your product catalogue.
  • "Stock Search" - Assess stock levels by performing a stock search.  It will query all warehouses in all locations to find your stock locations.
  • "Adjust Stock" - Increment or Decrement stock levels, move stock between locations or record stock losses.
  • "Ordering" - Place Ad-Hoc orders or "Restock" orders with your suppliers for products in your catalogue with low stock levels.
  • "Sourcing" - When you have a number of possible suppliers, use Sourcing to find a supplier who can supply the product you need.
  • "Stocktake" - Periodically, at the end of the year, whenever.  Use stocktake to assess stock losses and record the necessary stock adjustments to bring the system in line with your stock levels.
  • "Promotions Manager" - Run special promotions pricing on stock for date ranges, or with special promotions codes.
  • "Attributes" - Track the attributes of your products that you record values for, such as Brand, Rating, Power Consumption, anything where a customer assesses and compares your items by important attributes.
  • "Variation Types" - A variation type defines how product heirarchies work, for example clothing may have two levels, Color and Size.  Our products can be segmented into a heirarchy and have pricing that is defined once, or varies based on the variation types.
  • "Gift Card Types" - Special products that represent a gift card at purchase time can be "Denomination" stored value cards or "Product" specific purchase cards, use this to define the types of gift cards you sell.

CRM (Customer Relationship Management)

CRM MenuThe CRM menu allows you to manage your customers, their contacts, the segments they work in, and the gift cards they have purchased.

  • "Contacts" - View a list of all your customer contacts, the people why buy from you inside your customer organisations.
  • "Customers" - Review your customer database, and explore their purchases and orders over time.
  • "Roles" - Define the roles you use to segment your customer contacts.
  • "Segments" - Define the list of segments that your customers come from, to add marketing intelligence to your customer base.
  • "Gift Cards" - Review the spend against gift cards and understand the outstanding liability that your gift cards represent.
  • "Escalations" - Define rules about your CRM leads and when/who they get escalated to over time.

Suppliers

Suppliers MenuThe Suppliers menu gives you access to intelligence about suppliers, layout your warehouse and in store stock locations, and raise tenders which you send to suppliers to achieve the best pricing.

  •  "Stock Locations" - Layout your internal stock to reflect the locations where your supplier stock is stored, either in store or in the warehouse.
  • "Contacts" - Manage your list of contacts within your suppliers, so their contact details are easy to find.
  • "Roles" - Maintain a list of roles that you use to categorize the contacts within your suppliers.
  • "Accreditations" - Create a list of accreditations that you track your suppliers against, to access their quality.
  • "Categories" - Manage a list of supplier categories that you use to further segment your suppliers.
  • "Raise Tender" - Based on orders received, tender for new or larger quantities of previously purchased product.  This allows your suppliers to give you the best price for customer orders.
  • "Open Tenders" - Review the list of tenders you have sent to suppliers, record receipt of pricing and select the best price for a customer order.

Administration

Admin MenuThe admin menu lets you set up the items that define how your store operates, from staff to currencies.

  • "Staff" - Define the names of people who can perform sales, and link them to their login usernames.  This allows you to audit staff actions and performance.
  • "Consoles" - Manage the list of sales consoles you have, and setup printers that are used via Google Cloud Print when accessing from that console.
  • "Funding Sources" - Define additional monetary or non-monetary funding sources.  Wether you are recognising donations, gifts, purchases from petty cash, you can use a new funding source.
  • "Tax Codes" - Define the various tax treatments your products have, the defaults are GST, GST FREE and NO TAX.
  • "Currencies" - Define the currencies you sell in and the exchange rates you sell at.
  • "Business Details" - Record details about your business, including banking details, which are shown on orders and invoices.