1. Customer facing slide deck
Product Presentation
Customer facing slide deck

2. Our Customers (partial list)

3. Our Customers (partial list)

4. Demonstration Sequence
Reports and Inquiries
iVend POS
Management Console
iVend Enterprise
Business Architecture
Overview

5. 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

6. Industry Specific Solutions
Challenges in Retail
Seamless integration with Business Management Applications
Inventory control & Replenishment
Customer Management & Loyalty
Effective price & Promotion Management
Loss prevention and Control
Maintainability & Scalability to respond to business changes
Apparel
Book Stores
Footwear
Optical Stores
Specialty Retail
Sports Goods
Wine Stores
Departmental Stores

7. 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

8. 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

9. 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
Stores
User Rights
Promotions & Schemes
Other Retail Settings
Coming soon
Coming soon

10. 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)

11. 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

12. 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

13. Stock transfer and local purchasing In Store Transactions
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

14. Goods Receipts & Issue In Store Transactions
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)

15. Requisition Management In Store Transactions
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

16. Inter-Store Transactions & Cycle Counting In 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

17. 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:
Manufacturers
Setup Events for grouping reports by events

18. 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 , text messages, etc.
Facility to define group memberships
Store manager can override expired points
Intuitive operational and business reporting

19. 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

20. 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

21. 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

22. 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.

23. 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

24. 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

25. 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

26. 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

27. 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.

28. 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

29. 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

30. 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

31. 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

32. 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.

33. 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

34. 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

35. 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

36. 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

37. 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

38. 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

39. About Us – Global Footprint
USA - CitiXsys Americas Inc New York Rockefeller Center 7th floor, 1230 Avenue of the Americas New York NY USA T: F: E: New Hampshire 264 South River Road, #474 Bedford NH USA T: F: E: Chicago 22nd Floor, The Merc, West Loop 30 South Wacker Drive Chicago, IL USA T: F: E: Chicago Cantera Center Winfield Road, Suite 200 Warrenville, Chicago, IL USA T: F: E:  
Canada – Toronto
CitiXsys Canada Inc 8th Floor, 2425 Matheson Blvd. East Mississauga, ON L4W 5K4 Canada T: F: E:
EMEA - London
CitiXsys UK Ltd Lakeside House, 1 Furzeground Way Stockley Park, Uxbridge UB11 1BD United Kingdom T: F: E:
India - New Delhi
CitiXsys Technologies Pvt Ltd A-24/5, MCIE, Mathura Road New Delhi India T: F: E:
Asia Pacific - Sydney
CitiXsys Australia Pty Ltd Tower 2, Level 20, 201 Sussex Street Sydney NSW Australia T: F:

40. Do you have any queries..?