© Tally Solutions Pvt. Ltd. All Rights Reserved 1 Shoper 9 POS Single Store Implementation October 2009

© Tally Solutions Pvt. Ltd. All Rights Reserved 1

Shoper 9 POSSingle Store Implementation

October 2009


Objectives

Need for implementation

Phases of implementationo Presales

▪ Product Demo Topicso Understanding Customer Requirementso Installation, Configuration and Testing ▪ Install and Implement Shoper 9

▪ Interface requirementso End User Training

▪ Help and Supporto Post Implementation Activities

Aids for Implementationo Toolso Supporting documentso Product Support


Introduction

A single store is a unit where the retail activity happens in a single physical

location

A successful Shoper 9 implementation ensures that the customer benefits from

use of the product and also meets the business requirements

Ensures the customer is able to track, monitor and improve the business

activities

This presentation outlines the entire process of implementation from the initial

stage of presales till the installation of Shoper 9 and training the customer in

using it

Some best practices to be used in a single store implementation are also

mentioned


Need for implementation

Analyse customer’s requirements

Map customer’s requirements

Use implementation tools foro Better interpretation of customer requirementso Faster implementationo Easier imparting of knowledge (training)o Ensuring a satisfied and happy customer


Phases of implementation

Presales

Understanding Customer Requirements

Installation, Configuration and Testing

End User Training

Post Implementation Activities


Presales

First phase of the activity to understand the business of the Store/Showroom

o Meet with prospect, educate and create interest in Shoper 9

o Highlight Tally as a leading Software Solutions Provider

o Understand prospect’s current business practices and processes

o Project Shoper 9 as a comprehensive product solution to match requirements

o Explain the capability of Shoper 9 to integrate with other applications (3rd party applications), like CRM, Tailoring software, ERP, etc.

o Discuss technical and commercials of the offer


Presales

o Arrange for a product demo highlighting important features

Define catalogues Use of different payment modes to settle bills

Inward of stock items through physical verification, PT Files loading (if applicable)

Record cancellations, returns and exchange

Create purchases (includes creation of POs) and subsequent inwards of stock items using PT, PDT files

Generate sales related reports


Presales

Record Goods Returns Create cash receipts and payments

Generate stock related reports

Generating cash reports

Create bills, cash & credit, product & service

Housekeeping activities- Backup, Restore, DB tuning, Temp files deletion

Create customers on fly Day close and Day begin

Other functionalities as discussed with customer

Ascertain demo feedback

The decision by the prospect to place an order with us is made at this stage.


Presales

o Communicate effort estimation for implementation (Refer Effort Estimation Tool and Checklist for Single Store Implementation.xls for effort estimation). Make changes to the effort/ list of activities based on the customer’s requirement.

o Agree with the customer on the final scope of work and its expectations.


Presales

Additional points to be considered in this phase:

o Contact Tally Solutions for clarity when major gaps exist between Shoper 9 features and Customer requirements

o Appraise the customer on customisations for meeting specific business needs, if required

Identify exact requirements Communicate the scope of work Provide the cost of customisation



Gather more information on customer requirements using the document, Requirements Study and Configuration Tool. Refer the document, How to use the Requirements Study and Configuration Tool as a guide to use the questionnaire

Plan for the implementation after the

analysis of customer requirements

Contact Tally Solutions Pvt. Ltd., if the customer has specific requirements outside the current features of Shoper 9

All supporting documents needed during implementation will be made available with the implementation guide.



Install and Implement Shoper 9

o Finalise implementation activity list (Refer file, Effort Estimation Tool and Checklist for Single Store Implementation.xls)

o Check if the recommended hardware and software are in place

o Agree on the Item Master classifications in consultation with customer (Refer file, Help on Item Master Mapping for more information)

o Use the standard business template and complete installation of Shoper 9



Install and Implement Shoper 9

o Configure the system parameters

o Perform activities mentioned in the activity list, for example, configure printers, bill printing, define barcodes, etc.

o Activate Shoper 9 licence

o Finalise customisation requirements with customer, if any



Interface Requirements

o Identify the interface requirements with Tally.ERP 9 and other software, if any (Refer Interface of Shoper 9 with Tally.ERP 9.pdf)

This activity may also happens after the productimplementation. Then the actual process of effecting the interface with other software applications like Tally.ERP 9, etc. starts.


End User Training

Provide initial training on required aspects/options of Shoper 9 in the lines of the presales demo

The training consists of,o Defining catalogues o Barcodes printing & tags o Purchases, Inwards, Stock take (for existing

store)o Day close and Day Openo Billing, Cash related transactions (if applicable),

Reports, Housekeeping & Setup

If the store plans to receive the master dataelectronically, the training will start from Purchase,Inwards phase.


End User Training

Help and Supporto Educate the customer about the use of:

▪ Shoper 9 Help file and documents on the website▪ Tally Support Centre▪ Control Centre▪ Support by Partners - Role as a primary

support person▪ Annual Maintenance Contract▪ Call Centre - L1 support▪ Customisation and Extension framework▪ Best practices in the use of Shoper 9

Implementation of Shoper 9 in a single store can be extended to a chain store, if required


Post Implementation Activities

Take a sign-off (confirmation from the customer that implementation has been completed) after filling the Effort Estimation Tool & Checklist for Single Store Implementation.xls

Provide initial phone support to ensure customer is comfortable and confident with the use of Shoper 9

Persuade the customer to sign the Annual Maintenance Contract for continuous support

Equip the customer to troubleshoot problems at the initial stage


Aids for Implementation

In the presentation, information was provided on:o Toolso Product Support

You can find more information in the document, o Shoper 9 POS Single Store Implementation on the Partner Portal


Questions & Answers


Thank you

Documents

© Tally Solutions Pvt. Ltd. All Rights Reserved 1 Shoper 9 POS Single Store Implementation October 2009