Shoper 9 POS Single Store Implementation | Tally | Tally Chennai | Tally Data Connectivity

7/31/2019 Shoper 9 POS Single Store Implementation | Tally | Tally Chennai | Tally Data Connectivity

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Shoper 9 POS

Single Store Implementation


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Version: Shoper 9 POS Single Store Implementation/1.0/November 2009


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Contents

IntroductionImplementation

Presales .................................................................................................................................................. 2

Understanding Customer Requirement................................................................................................... 4

Installation, Configuration and Testing.................................................................................................... 5

Install and Implement Shoper 9.............................................................................................................. 5

Interface Requirements......................................................................................................................... 5

End User Training ................................................................................................................................... 6

Help and Support.................................................................................................................................. 7

Post Implementation Activities ................................................................................................................ 7

Annexure I................................................................................................................................................... 8


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Introduction

Successful implementation of Shoper 9 is vital to maximise the benefits of using the product,

and satisfying the customers business requirements.

This will also have value addition to the business by helping in a better organisation of mer-

chandise, management of masters, ease of generating purchase orders, generating valuable

reports, etc. Analysis of quality reports will enable the customers to track and monitor

business performance and take measures to improve the business.

The implementation process starts from the sales representative visiting the customer for a

briefing on how Shoper 9 could help him run his business in a better way till the final installa-

tion of the product and training on the usage of the product.

This document suggests some best practices to be followed to ensure a successful implemen-tation of Shoper 9 at a single store.

Various documents to be used during the process are mentioned, wherever necessary. The latest ver-

sions of these documents are available on the Partner Portal for download.


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1. Implementation

Implementation process spans across various phases and activities. Understanding and per-

forming the key activities in each phase is required for a successful completion.

The implementation steps may vary slightly based on the size of the store, its activities and volume of

business.

The phases are:

1. Presales

2. Requirements Study

3. Installation, Configuration and Testing

4. End user training

5. Post implementation activities

1.1 Presales

In this step you will contact retailers to identify their requirement for a retail solution and

recommend Shoper 9 as the best fit.

Information can be Tallys history, number of customers, customisation services provided,

after sales support, wide network of partners, company offices in the country, etc.

Mention about the Shoper 9 and Tally.ERP 9 integrated solution offer for managing

retails operations and accounting

Make a sales call to the prospect

The usual modes could be personal visits (cold call

as well as by reference), telephone calls, e-mails

or on a request from the prospect.

Find out if the prospect already has an auto-

mated solution

Ascertain the current difficulties experi-

enced by the business and how Shoper 9

can address them

Clarify their doubts, if any

Convince the prospect as to why Shoper 9 is

suitable for their business

Inform the prospect about Tallys capabilityin developing and delivering quality soft-

ware products and service


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Implementation

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Explain to the prospect that Shoper 9 can be integrated with other applications (3rd

party software) like CRM, Tailoring software, etc., if they need

Provide the cost of Shoper 9 Silver/ GoldCustomer may need some assistance in identifying other requirement like hardware, O/S, etc.

Provide your recommendation.

Fix an appointment with the customer for product demo

Provide a demo to the prospect covering the features that the customer needs (For

details on the areas to be covered during demo refer A nnexure I )

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

Communicate the effort estimation for the 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 customers requirement

This effort estimation provided in the template is tentative; this may vary based on the customer require-

ment.

Agree with the customer on the final scope of work

Set the customer expectations appropriately

Some additional points for consideration during this phase are:

If you feel there are major gaps between Shoper 9 features and customer require-

m ents, contact Tally Solutions for clarity

Explain to t he custom er what custom isations can be done to cater t o the specific needs

of his business, if required

Identify t he exact requirements

Comm unicate the scope of work

Comm unicate the cost of custom isation


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1.2 Understanding Customer Requirement

Once the sales is finalised, the next step is understanding the customer requirement (the

requirement study).

questionnaire to configure system parameter according to the customer requirements. This

will ensure that none of the customer requirements are missed out.

To gather this information you can use the Requirement study and configuration Tool and

capture the details of the requirements and existing business process of the customer.

You can map the requirements of customers to the system parameters mentioned in the

Questionnaire. This will help you in preparing the business template specific to the customer.

If you are not preparing a customer specific business template, then during the implementa-

tion you can refer the questionnaire to configure system parameter according to the customer

requirements. This will ensure that none of the customer requirements are missed out.

A guidelines document (How to use the Requirement study and configuration Tool) is available

to help you with the use of the questionnaire.

Analyse the information collected and plan the implementation

If the customer has specific requirements outside the agreed scope, then contactTally Solutions.

Ascertain the feedback on the demo

Gather detailed information on the cus-

tomers business operations and require-

ments

To gather this information you can use the

Requirement study and configuration Tool and

capture the details of the requirements and

existing business process of the customer.

You can map the requirements of customers to thesystem parameters mentioned in the Question-

naire. This will help you in preparing the business

template specific to the customer. If you are not

preparing a customer specific business template,

then during the implementation you can refer the


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1.3 Installation, Configuration and Testing

Install and Implement Shoper 9

Configure printers, barcode devices and other Hardware devices

Perform a few transactions in Catalogue, Inwards, Outwards in presence of the cus-

tomer and verify the correctness

Verify that the customisation requirements gathered meets the customers expecta-

tion

Interface Requirements

Prepare the list of activities to be done

during the implementation

Refer to the list of activities that you have

discussed and frozen with the customer

(Effort Estimation Tool and Checklist for

Single Store Implementation.xls).

Check the readiness of the necessary

hardware and software for implemen-

tation

Finalise the item master in consensus

with the customer (Refer to Help on

Item Master Mapping.pdf)

Install Shoper using the standard

business template and configure the

system parameters as per the busi-

ness requirements

Activate the license

Identify the interface require-

ments with Tally.ERP 9 and other

software, if any, through a

requirements analysis (Refer to

Interface of Shoper 9 withTally.ERP 9.pdf).


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1.4 End User Training

If the store receives the master data electronically, the training will start from Purchase/ Inwards phase.

The reason why training is offered, is to introduce Shoper 9 POS features in an orderly

manner. The advantages to the user are:

an understanding of the flow of the retail business and its relation with the product fea-

tures

an ability to explore the product and solve problems on their own

Prepare the training checklist based on the roles played by different departments/ people in the store.

Identify the specific requirements of each role and train them on the respective options.

Brief the users about the capabili-ties of Shoper 9 POS as a retail

solution

Provide initial training on how to

use Shoper 9 POS (on required

aspects/options) (Refer the train-

ing checklist for single store

implementation)

The training will be in phases con-

sisting of:

Defining catalogues

Barcodes printing & tags

Purchases, Inwards, Stock

take (for existing store)

Day Close and Day Open

Billing, Cash related transac-

tions (if applicable), Reports,

Housekeeping and Setup


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Help and Support

Educate the customer on the different aspects of support provided for easy and meaningful

use of Shoper 9 POS.

Help file is available in Shoper 9 POS

Tally.ERP 9 Support Centre for seeking help on Shoper 9

Control Centre for licence management

Annual Maintenance Contract (AMC) to ensure continuous support from partners

Partners role as a primary support person

Tally Call Centre (L1) for Shoper 9 support

Customisation and Extension Framework - Partners role as enablers

Best practices in the use of Shoper 9 POS

Later the product can be extended from a single store application to that of a chain store, if required.

1.5 Post Implementation Activities

This is the last phase of a successful

implementation.

Some important points to be noted,

Take the sign-off (confirmation

from the customer that imple-

mentation has been completed)

filling the Effort Estimation Tool

and Checklist for Single Store

Implementation.xls.

Initially provide support and seek

feedback about the comfort level

of customer through telephone to

ensure that the customer is famil-

iar and confident with the use of

the product. Simultaneously, per-

suade the customer to sign up foran AMC.

Equip the customer to trouble-

shoot problems with confidence

and ease.


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Annexure I

Provide a demo to the prospect covering Shoper 9 features.

Define catalogues

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

Create purchase orders and subsequent inwards of stock items using PT, PDT files

Record goods returns

Generate stock related reports

Create bills, cash & credit, product & service

Create customers on fly

Use of different payment modes to settle bills

Record cancellations, returns and exchange

Generate sales related reports

Create cash receipts and payments

Generate cash reports

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

Day close and Day begin

Other functionalities as dicussed with customer earlier

Documents

Shoper 9 POS Single Store Implementation | Tally | Tally Chennai | Tally Data Connectivity