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Polling Managing the Enterprise. Polling Overview Corporate collects all data from stores daily –Corporate sees everything the stores can –Run any of.

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Presentation on theme: "Polling Managing the Enterprise. Polling Overview Corporate collects all data from stores daily –Corporate sees everything the stores can –Run any of."— Presentation transcript:

1 Polling Managing the Enterprise

2 Polling Overview Corporate collects all data from stores daily –Corporate sees everything the stores can –Run any of the 60+ reports as a wholeas a whole individual locationsindividual locations –Complete visibility Corporate computer can distribute data back to storesCorporate computer can distribute data back to stores –Pricing –Taxes –Promotions –Cashier rights and access –Departments and categories –Vendors –Minimum and maximum inventory levels –Etc

3 Prod Cross Stores can see the quantity on hand at other locationsStores can see the quantity on hand at other locations This information can be sent several times a dayThis information can be sent several times a day

4 Location vs. Corporate ComCash Location usually a store, but might be a warehouseusually a store, but might be a warehouse each location represents an inventoryeach location represents an inventory each location will have it’s own database with ONLY it’s own data (with the exception of ProdCross data)each location will have it’s own database with ONLY it’s own data (with the exception of ProdCross data)Corporate is NOT a location, it has no inventoryis NOT a location, it has no inventory is a collection of ALL locations in one database (the corporate database)is a collection of ALL locations in one database (the corporate database)

5 Polling Overview Dial-up or high speed connectionsDial-up or high speed connections –Efficient - Only the changes are sent Fault tolerantFault tolerant Changes accumulate and stay queued up to poll until they are successfully polledChanges accumulate and stay queued up to poll until they are successfully polled If a store’s internet connection is down for days, any info that failed to poll will automatically poll when the issue is resolvedIf a store’s internet connection is down for days, any info that failed to poll will automatically poll when the issue is resolved FTP siteFTP site –Currently provided by ComCash for no additional charge (or use your own) –Can use any folder instead of an ftp site Terminal Server installationTerminal Server installation Multiple locations on one networkMultiple locations on one network Stores can be different business typesStores can be different business types

6 Centralize Management Data entryData entry –Virtually all data (products, categories, departments, cashiers, sales reps, vendors, etc.) can be entered once at corporate and pushed to any or all of the locations. –Pricing –New products Centralized orderingCentralized ordering –Corporate can generate purchase orders and push to the stores Centralized statementsCentralized statements –Corporate can generate/send statements

7 How it works Every table has a “modified” fieldEvery table has a “modified” field –true / false field –“modified true” means the record has been added or edited since the last time we polled –“modified true” records poll “modified false” records do not Every table has a location number fieldEvery table has a location number field –Ties the record to the location of origin

8 How it works Corporate – PushPoll Corp SENDCorporate – PushPoll Corp SEND –Corporate sends changes to FTP site Remote stores – Store Poll (send/receive)Remote stores – Store Poll (send/receive) –Store picks up the “from corporate” changes –Store sends it’s changes to FTP site Corporate - PushPoll Corp RECEIVECorporate - PushPoll Corp RECEIVE –Corporate returns to the FTP site to retrieve the changes the left by the stores

9 The Setup To use Polling you will need: A central computer (Corporate Polling Server)A central computer (Corporate Polling Server) –ComCash installed as a corporate installation –Polling installed as a corporate installation –This should be a dedicated computer At least one store using ComCash as it’s POSAt least one store using ComCash as it’s POS –Polling installed as a store environment It only needs to be installed on one computerIt only needs to be installed on one computer –Typically the server

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11 Set up the store computers. Install ComCash POS on each computer.Install ComCash POS on each computer. Install Polling on one computerInstall Polling on one computer Set the polling parameters.Set the polling parameters. –Location # (0 for corporate) –Name (Corporate) –FTP site (ftp.myftpsite.com) ftp.myftpsite.com –Login (myusername) –Password (mypassword) –Drop box (/polling) –Pickup box (/polling) MUST use forward slashes (ftp protocol)MUST use forward slashes (ftp protocol) Drop and pickup are typically the same folderDrop and pickup are typically the same folder Schedule each computer to SEND/RECEIVE data to/from the FTP siteSchedule each computer to SEND/RECEIVE data to/from the FTP site

12 The First Poll At each store (location)At each store (location) –Set all modified flags –Run PushPoll This will place ALL of the stores data on the FTP siteThis will place ALL of the stores data on the FTP site At CorporateAt Corporate –Run PushPollCorp RECEIVE

13 About Inventory Counts Corporate cannot do anything to affect the quantities on hand for a store.Corporate cannot do anything to affect the quantities on hand for a store. Quantities on hand are sacredQuantities on hand are sacred –Corp cannot sell, receive, do store transfers, conduct store inventories for the stores

14 Centralized Ordering Corp creates purchase order for the storeCorp creates purchase order for the store –temporary PO# The PO gets sent to the storeThe PO gets sent to the store – a permanent PO# is assigned –Store sends it to the vendor Fax, Print or Fax, Print or –When the merchandise comes in, it can be received against the PO

15 Distribution Warehouse Example:Example: –Five clothing stores –One of the stores has a warehouse attached –Product is purchased and stored at the warehouse and the distributed to the stores The warehouse has an inventory and therefore is simply another locationThe warehouse has an inventory and therefore is simply another location –the corporate polling server may also be at the warehouse, but not necessarily

16 Distribution Warehouse At the warehouseAt the warehouse –setup the stores as customers entitled to a price level that equates to cost or zero price At the storesAt the stores –setup the warehouse as a vendor –Stores order product from the vendor (warehouse)

17 Distribution Warehouse The warehouse fills the order (as best they can) and invoices it to the storeThe warehouse fills the order (as best they can) and invoices it to the store The product travels with a copy of the invoiceThe product travels with a copy of the invoice The store receives against the original POThe store receives against the original PO Remember corporate can also create the order for the storesRemember corporate can also create the order for the stores ProdCross info is available at the time of ordering to see how many the warehouse has in stockProdCross info is available at the time of ordering to see how many the warehouse has in stock


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