Polaris Retail Solution

Enhancing Productivity of yourRetail Operations

Talent PoolTalent Pool Team of 100+ professionals 1,000+ Person Years of Domain

Experience

One-stop ShopOne-stop Shop End-to-end Retail Solutions Expertise across Retail verticals &

categories Focused on long term Customer

Relationship

World Class CapabilitiesWorld Class Capabilities Part of World’s first SEI CMMi level 5

company Group certification of ISO 9001:2000

A Global company with extensive experience and proven credentialsGlobal PresenceGlobal Presence

Partner network in MEA and SEA, expanding globally

2 offshore development centers in India 3 near shore development centers in MEA

and SEA

Product StrengthProduct Strength Retail excel: A complete solution for

midsized retail chains. Leaders in deploying Integrated

solution for Tier 1 & Tier 2 retail chains

Proven Track RecordProven Track Record 9 years in Retail domain

1000+ installations in India, SEA & MEA

Projects for Retail chains – world-wide

Developer of Retail Excel Group Company of Polaris Software Lab

Ltd

Polaris Retail Infotech LimitedPolaris Retail Infotech Limited

Polaris Retail – A Snapshot

Business Concerns – Supermarket Store

• Maintain Perishable and Time Sensitive Products.

• Handling Multiple Promotions and Schemes.

• Preferred Vendor List and Vendor Managed Inventory

• Handling Customer Loyalty Programs.

Retailers Need

Customer SatisfactionCustomer Satisfaction

Significant Inventory

Turns

Optimal Stock

Availability

Reduced Markdowns

Reduced Reduced Critical Critical

InaccuracyInaccuracy

Customer Delight

Service Orientation

Optimal Stock Availability and

Shelf Life

CRM

Customer NeedCustomer Need

Unique SolutionUnique Solution

Convenience Store Department StoresDepartment Stores

HypermarketsHypermarketsSupermarketsSupermarkets

Specialized StoresSpecialized Stores

RR

EE

TT

AA

II

LL

S o f t w a r e

The Right Choice

•Increased inventory turns

•Improved in-stock condition

•Reduced need for manual replenishment functions

•Modular and integrated solution

•Efficient and cost effective installation

•Easy to learn and easy to use

•Immediate return on investment (ROI)

Six Dimensional Solution

Retail Excel FeaturesRetail Excel Merchandise

Multiple set ups for different merchandise types

Retail Excel InventoryInventory visibility across locations

Retail Excel ReplenishmentRequisition and Allocation processes

Retail Excel ProcurementPO; Multiple Delivery & Returns

Retail Excel Club & CampaignCustomer Loyalty programs & promotions

Retail Excel Warranty

Retail Excel SalesSales Order Processing

Retail Excel POSPowerful POS Solution

Retail Excel Re-packingRe-packing and cov of uom

Retail Excel AccountingComprehensive accounting

Retail Excel-AnalyticsPre-defined reports and Customizable Report Designer

Product Fit – Supermarket , Hypermarket, Concept Store, Convenience Store

Merchandising Procurement Replenishment Inventory Management Sales Order Processing Point of Sales Accounting Club and Campaign Centralized Operation

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Merchandising Division Excel

• Multiple Attribute Definition

Assigning Multiple codes to a Single Item

• Item Code• Old Item Code• Barcode (Vendor)• Manufacturer Barcode

Item Code Logic • Define Item Code Length• Manual / Automated Item code

Generation• Assign Attributes codes to the

Item Codes• Define Attribute Code Length

Multiple Unit of Measurements

Repacking ExcelRepack to Multiple

UOM

Cost Price and Selling Price Repricing

Select Division

Click on New

Enter Division

No.Of Attributes

Enter Attribute Caption Details

Division Creation

Select Item Logic

1 2 3 4

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1. Select Division

Click on New

2. Enter Length of Item Code

3. Tick Item Code Generation Auto / Manual

4. Select for Nested Values

5. Tick if the Item Code should contain attribute code also

6. Select to generate attribute code automatically

5

7. Enter the Attribute code length

Item Logic Definition

ITEM CREATION

Select Quick Item

Select Divisiom

Select Attribute Details Enter Item name, Barcode, Old Item CodeSelect Primary vendor

Select Cost and Selling Price

UOM Excel

Click to open UOM

Click on New

UOM Code

Description

No. Of Decimals

UOM Mapping

Click to open UOM MApping

Click New

Select base UOM

Select Stock UOM

Select Conversion value

Select Conversion Factor

Repacking Excel

Click to open

Repacking Excel

Click to create New

Select the Repacking

Item

Select the item to be repacked

Conversion Unit

Repacking Conversion

Enter the Slab and Contract Period

Click to create new

Select Original Packing

ItemEnter No.of

Qty’s to be packed

Enter the qty and the conversion Factor and the Consumption Factor

Cost Price Re-pricingClick New

Enter the Cost price Effective Date

Select Item Detail

Enter Cost Price and Select the Applicability

Select Organisation

Selling Price DefinitionClick on

New Price Effect from

Price applicability

Select Item Detail

• Tax Excel– Fixed amount of Tax– Tax Calculation on Min & Max Amount– Accounting Effect

• Tax Plan Excel– Tax calculation on invoice amount– Item wise tax calculation

Taxation

Tax Excel

Select Tax Excel

Click on New

Enter Tax Details

Tax PlanExcel

Select Tax PlanExcel

Enter Tax Plan Details

Procurement Vendor Master Creation

• Add Franchise as your vendor• Franchise Category

Vendor Item Excel• Add Multiple Item to Multiple Vendors• Cost Price based on Vendor

Vendor Discount Excel• Blanket Order• Discount based on Range

Purchase Order • Raise Consignment or Local Purchase Order• Enter Qty based on Variant Matrix

Material Receipt• With or Without Reference of PO• Manual or Auto Generation• Accept or Reject with Reason on Received Qty’s• Enter Sales price while raising the GRN

Purchase Invoice• With or Without reference of MR• Summary of PO / GRN / Invoice Qty

Purchase Returns• Against PO and GRN

Vendor Master

Select PO Select PO Enter Location, Contact person, Registration, Specific Additional Charges, Payment Terms

Enter Vendor Name, Classification, Currency, Vendor Since, Accounting Ledger

VENDOR DISCOUNT EXCEL

Select Vendor

Discount Excel

Click New

Select Vendor

Enter the Slab and Contract Period

Select the Discount

Level

Select the Discount

type

Select Discount Slab and non Slab

Discount based on

Qty or Value

Enter the Discount Details

VENDOR ITEM EXCEL

Click New Enter the Vendor and Tolerence Days and Qty

Enter the Item’s delivered by this Vendor

Select PO

Click New

Select PO Category

Select Vendor

Select Delivery Shipment

Select Location

Select Delivery Type/Level/Org/Date

Enter Quantity to be order

Press F10 to SaveTransaction

Purchase Order

Select PO Delivery

Schedule

Click New

Select PO Number

Select Level

Select ORG

Select Item

Enter Schedule Qty for Delivery to this store.

PO Delivery Schedule

Select Material Receipt

Click on New

Select Reference

with or without PO

Select Manaul /

Auto Pick listSelect Vendor Details

Select PO Number

Enter Accepted

QtyIf PO Qty is 123.00 and Received Qty 100 and Accepted Qty 75 then balance qty should be entered as Rejected

and Reason for Rejection to be selected.

Goods Receipt Note

Select Purchase Invoice

Click on New

Invoicing with or

without Ref

Select / Enter

Vendor Details

Select PO / GRN

Details

Click Populate

Item Details3

Press F10 to SaveTransaction

Purchase Invoice

Purchase Returns

Select Purchase Returns

Click New

Select Vendor

Select Reference

Select Single / Multiple

GRN

Select PO No

Select GRN

Press F12 to select the items to

be returned

Replenishment Management• Item wise Re –order Level

– All/Particular/Group of Store– Fix up Safety / Maximum / Minimum stock level

• Stock Requisition– Auto Requisition based on Min Re-order Level– Selective Items Stock Requisition

• Stock Allocation– View Stock Level of all branches while allocation

• Stock Transfers– Direct Transfers– Transfer based on Allocation

Re-order Level

Select Item ROL

Select Store Detail

Enter Safety, ROL, Maximum Qty

Select Requisition

Click New

Select Level Requested

Select Org Requested

Select Requisition

noSelect Warehouse from which

you want to transfer

Click on populate

Requisition Parameter

Here Item wise requisition detail will be displayed and enter the transfer quantity to organisation wise allocation detail for

item

Purchase Allocation

Stock Transfer Out

Select the items to be transferred to other branches

Click Stock Transfer Out

Click New

Transfer based on Request Document or

Direct Transfer

Select the receiving level and organisation

Transfer cost based on Cost price / Selling Price / Markdown

%

Stock Transfer In

Click Stock Transfer In

Click NewSelect Stock Transfer Out Document

No.

Select Sending

Level and Organization

Select Type Receipt

Select Items to be received and enter received Qty

Transfer Cost Factor ExcelSelect

Transfer Cost

Select Transaction

Type

Inventory Management• Physical Stock Take

– By Manual– By PDA Device

• Item Selection

• Allocating Initial Stocks

• Stock Adjustment

Item Selection

Select Item

Selection

Click for New

Select the Item to be Blocked for Stock

Adjustment

Select Stock Adjustments

Click on New

Select Adjustment type if manual enter

item

If By Stock Take cycle import TXT file

Select item from the item search and enter the adjusted Qty

Stock Adjustments

Sales Order Processing• Consignment Sales

• Contract Sales

• Standard Sales

• Franchise Sales

• Multiple Location

• Multiple Scheduling

• Supply from Different Location

Sales Order

Pos Transactions

• Billing• Bill Refund /

Cancellation• Counter Summary• Tender Declaration• Payment In / Out• Packing Slip• Packing Slip

Summary

• Sales Audit• Session Management• Counter Creation• Counter Management• Pos Type Excel• Pos Preference

Billing

• Item Sales– Multiple Payment Mode– Credit Sales– Customer History– Item / Invoice wise

Salesman Allocation– Bill Refund from Invoice– Canceling Item– Additional charges– Hold and Recall– Loyalty Points Redemption– Stock Check

• Gift Voucher Sales

• Layaway Sales

• Transaction Summary

Select type of sales – Itemsales,Gift Voucher Sales, Layaway Sales

Select Customer

Select Salesman

Scan / Enter / Search Item Code

Click to enter

payment

Click to enter cancel

itemClick to enter fright

Click to take refund of

item

Click on Hold to Hold the current

bill

Billing

Customer History

Gift Voucher Sales

Packing Slip

Packing Slip Summary

Bill Refund / Cancellation

Tender Declaration

Sales Audit

Counter Summary – Current Sales Details

Payment In / Out

Session Management

POS TYPE EXCEL

COUNTER CREATION

POS Preference

Accounting

• Cash / Bank –Payment• Cash / Bank - Receipt• Journal• Debit Note• Credit Note• Financial Sales /

Purchase• BRS• AR / AP Adjustment

• Balance Sheet• Profit and Loss• Trading Account• Trial Balance• Cash / Bank Register• BRS Register• Opening Balance Trial• Accounts Payable• Accounts Receivable• Reminder Letter

Click Accounting

Transcations

Click to enter New

Select Voucher

Type

Select Ledger Filter

Enter Transcatgion

Accounting Transaction

Retail Excel – Campaign (Promotions)

Types of Campaign• Invoice Level Campaign

– Buy one Item get % Discount on Net Bill– Buy One Item get Value Discount on Net Bill– Buy One Item for X Value and get one Item Free

• Item Level Campaign– Buy One Item Get % Discount on that Item– Buy One Item Get Value Discount on that – Buy one Item Get One Free– Buy One Item Get Any Item from defined category

• Seasonal or Time Line Campaign– Create seasonal promotions based on

• Date• Time• Specfic Customer

Invoice Level – Campaign

The impact of campaign on Billing

Campaign At Item Level

The impact of campaign on Billing

Retail Excel – Loyalty Program

Retail Excel – Loyalty Module

• Loyalty Card Type Excel

• General/Special offer Reward points formula

• Loyalty Card Registration

• Loyalty Card Maintenance• Card Closure• Card Re Instatement• Card Renewal/Re Issuance• Card Upgradation• Transfer Points

Loyalty Card Type Excel

Loyalty Card Registration

Data Transfer • Data Transfer by FTP (File Transfer Protocol)

• Scheduling of Data Transfer

• Reduce the Cost and time for Delivery of Information

• No Need for a Dedicated Manpower

FranchiseFranchise

HOHO

Store 1Store 1

WarehouseWarehouseFTPFTP

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