POS | Inventory

Management Application
(Feature List)

========================

Revision History
 
Name  Date  Reason for changes  Version 

Ibrahim Adil 10/03/19  Initial - Software Requirements Specification  1.0 

     
Introduction
The client to work on the development of a customised POS Solution, based on the
requirements and the vision of the client.
The client is quite aware of the fact how the supermarkets like Walmart have disrupted the
local market and because of the same it has become a next to impossible task for smaller to
medium sized merchants, mobile merchants selling goods through sales staff in the street /
or in a mobile food truck, to large multi outlet merchants in order to maintain a good
customer base and offer them same kind of services (Like loyalty reward systems, Inventory
management, memberships or coupons) as the later mentioned giant store walmart offers.

We are ready to take on the task and collaborate with the client to work on creating a POS
System which will be able to provide same kind of features as offered by market leaders like
RetailMan & EPOS Now, by including some additional features which will help in providing
the customer(s) behaviour analytics to associated banking organisations with the system.
With which they can offer some banking solutions to the merchants customers as well. Also
with the help of the newly developed platform, the merchants or any other system end user
will be able to maintain a good database for all of their customer(s) and also send them
notifications when they introduce some new offers to their own stores (Notification will be
sent on the Mobile applications) and also keep a track at the purchases made by the
customers.

Types Of Users:
1. Super Admin (The overall system administrator)
2. Merchants / Store Chain Owner
3. Store Manager (Permission will be managed by the Merchant/ Store Owner)
4. POS Operator/ Sales Teller (Permission will be managed by the Merchant/ Store
Owner)
5. App User (Mobile app users can access loyalty rewards information on the Mobile
Application.
6. Cluster users (mainly Banks or Merchant coalitions)

Module Breakdown for Possible Features:

Developing an entire cloud-based electronic accounting and stock control system can be an
overwhelming task. So let’s break up the entire system into a number of different modules
which can be then combined to create the desired solution which will be near to perfect in
driving in the desired results and work accordingly to the client’s vision for this project.

NOTE : ​Any end user (possible customers) who would be trying their hands on the system
can come over the official website of our POS System (Name yet to be decided) and can sign
up to access the system. The on boarding process is yet to be defined, but if we go with the
one EPOS offers, we can provide with a contact form to be filled by the end users with fields;

1. First Name
2. Company Name
3. Email
4. Phone

Then the system can send them with a system created login credentials through which they
can log into the system and start exploring the features we have in our platform (Offering
them with a 30-days trial period, and later on offering them with different subscription
packages to upgrade). The solution will offer payment devices and help merchants match
goods sold to payments received.

Once logged in as an end user into the system, the end user can go forward setting up the
entire system as per their requirements. Below we’ve broken up the entire process and
features into a number of modules. So let’s get started exploring them.

Step-1 : Profile Management for End User

(System/Store/POS Owner)

1. My Profile ​: This will be the profile data management screen, and will be covering
options to update the end user’s personal information and also the ability to add on
additional users (Like Store Manager, Cashier, Till App User etc) and many more.
Let’s explore what all the options we can provide within this section;

a. Store Name : This will be created right at the time of registration with the
system and can be used to login into the pos system apart from the email
address.
b. Registered Email
i. Textbox : The end user can view the registered email address from the
textbox and can also update the email address if required.
ii. Save : If the end user changes his email address, then after changing
the email details he can click on the Save Button.
c. Change Password ​: Option for the end user to change his current password.
Below are the possible steps for setting up a new password.
i. Enter Current Password
ii. Enter New Password
iii. Re-Confirm New Password
iv. Save
d. Access Details : This will provide a quick overview to the end user about his
access permissions to use the system. If the end user is the Owner of the
 system, he will be having full access to the system. Similarly, if the end user is
someone who works under the Owner as a store manager or a Cashier then
they will be having separate set of permissions.

2. Additional Logins : ​If the end user wants to create additional logins into the system
(For the Store Manager, Store Executives, Cashier and many more). ​An additional
login can be used to access the end user’s account via a different username and
password. An additional login may not edit key configuration information, but will be
able to perform day-to-day tasks and may be restricted to only have access to certain
areas of the software.

Suggestion for Client : ​We can provide some (n) number of additional logins to our
end users, say 5 additional logins to the current subscription plan, And then we can
charge the end user on the basis of per additional logins (Similar to how Gsuite
works).

Let’s see how the additional login can be implemented within our system.
a. Add Additional Login
i. Account Information
1. Username
2. E-mail
3. Password
4. Confirm Password
5. Access Permissions : The options to manage all the access
permissions for the additional login the end user is creating.
a. Setup Rights : ​The login will be able to access all setup
features
b. Management Rights : ​The login will be able to access all
Management features
c. Product Rights : ​The login will be able to access all
Product features
d. Reporting Rights : ​The login will be able to access all
reporting features
e. Margin Rights : T​he login will be able to view all margin
figures on reports
f. Till Rights : ​The login will be able to access all till
features
g. Web Integration Rights : ​The login will be able to access
all web integration features
h. Apps Rights : ​The login will be able to access all apps
features
 6. Add : Add the additional user to the system

ii. Manage Additional Logins : ​From the section, the end user (Owner)
can manage all the additional logins and can add/edit/delete/update
there informations and access permissions.
1. Update
2. Cancel
Once the end user is done managing his own Profile Data, he can come over the system
dashboard menu to setup the entire system as per his/her requirements. So let’s start
exploring all the possible options available in the menu section.

Step-2 : System Setup for End User

(From where he/she can manage all the setup details about the store ,multiple stores,
locations they serve, banking [for card transactions] and options to restore past deleted
information).

1. Store: ​The end user can make the required edits/additions into his Store details from
the section. Below is the list of all the possible features or fields which can be
provided to the end user.
a. Store Details
i. Store Name
ii. Tax Number
iii. Custom Currency : Dropdown to select any currency type from the
globally available currencies, which will work as the default currency
for the entire system.
iv. Barcode Format : Dropdown to select any standard barcode format
from the system. Depending on the end user’s store location/country.
Like the UPC Barcode Format is widely used in ​in the United States,
Canada, United Kingdom, Australia, New Zealand, in Europe and other
countries for tracking trade items in stores. Whereas EAN numbers
are internationally accepted barcode variables which ease the task for
selling products and maintain their inventory on a global level.
1. Custom : If the end user wants to custom create his barcode
variable, he can do that by entering his custom barcode format
in the below provided textbox.
2. UPC-A Price
3. EAN 13 Price
4. EAN 13 Price (Check Digits)
5. EAN 13 Volume
6. EAN 13 Volume (Check Digits)
**All the dropdown formats can be discussed before
 implementation as per the hardware list (Still to be delivered
by client) and the list can be customized as requested by client
v. Show Inc/Exc Tax Options : Checkbox
vi. Maximum number of devices : This will be showing the maximum
number of users which are allowed on current plan. If the end user
wants to add on additional user, then he/she can upgrade their
subscription to do so.
vii. Maximum number of location : This will be showing the maximum
number of locations which are allowed on current plan. If the end
user wants to add on additional location, then he/she can upgrade
their subscription to do so.
viii. GUID : This will be the Unique Identification Number for the end
user’s licence.
*Non-Editable
ix. Save : Button.

b. Receipts : ​The end user can make the required edits/additions into his
receipts information from these section. Below is the list of all the possible
features or fields which can be provided to the end user.
i. Store Name : Not Editable, this will be same as filled in the above
store details section
ii. Store Display Name : In case the end user wants to display a different
name on the receipts, like for a store location in Washington, so the
Store Name for that location can be “XYZ Washington”.
iii. Tax Number : The official store tax number. Like if you are operating a
store in INDIA, you must have a GSTIN number for tax purposes. So
within this field the end user can enter his store tax information.
iv. Email Address : The email address which the end user wants to show
on the receipts. Like any email similar to ​support@xyz.com . So that
the customers can contact the store representatives in case of any
query or complaints.
v. Website Address : The end user can enter the official website address
for the company.
vi. Refund Days : Editable field for the end user to update the number of
days within which any customer can request a refund.
vii. Return/Exchange Days : Editable field for the end user to update the
number of days within which any customer can request for a return of
the product and ask for a exchange.
viii. Receipt Message : Editable field for the end user to update the receipt
message (Like, Thank you for being a loyal customer to XYZ. To grab
some exclusive deals, visit us at xyz.com)
 ix. Show Tax Breakdown : In case there a number of taxes which can be
applied on different product categories, the end user can select the
option to show a detailed breakdown for all the taxes which are
applied on that purchase to the customer on the receipt.
x. Email Receipts : The end user can check this option if the end user
wants to send the receipts to the registered email address of the
customer. In case there exists no email address for that customer, the
end user can add the email address and then the system sends an
automated receipt to their email address.
xi. Show Customer Balance : If the end user has allocated some credit
points to the customer, the system will be showing the remaining
credit points on the receipt.
xii. Show product name : Use the product name rather than the product
description to show on the receipt
xiii. Set custom font size : A dropdown to select the preferred font size to
be used on the receipt.
xiv. Barcode Type : The end user can select the type of barcode he wants
to be printed on the receipts. NOTE : The barcodes will be
one-dimensional in nature. The barcode types can be;
1. Code 39 - Wider printer support
2. Code 128 - Compatible with iOS and Android Scanners
** More type of barcode type can be discussed and
implemented as required by client.
xv. Company Logo : The end user can upload his/her company logo,
which will be printed on the header of the receipts.
**The Dimensions for the logo can be discussed at the time of
implementation.
xvi. Save : Button
xvii. Cancel : Button

c. Discount Types : ​The end user can enter a discount amount or percentage
which he wants to offer to the customers. This can be based on 2 types. A
Fixed Discount on the basis of the purchase amount (Like if any customer
makes a purchase of $100 USD a discount amount of $10 USD is applied to
the order), and if the discount is based on a % type, then the customer will
get a % discount on the total amount (Like for a purchase of $100 USD, if a
discount of 10% is applied. Then the discount amount would be $10 USD).

i. Add Discount (Normal Users)

1. Discount Code : The short code which can be used to apply the
discount on any order.
 2. Discount Description : A short description mentioning all the
details about the discount.
3. Minimum Purchase of : The minimum amount of purchase
which should be achieved by the customer to redeem the
discount.
4. Discount Type : This can be of 2 types;
a. Percentage : The % of the total amount which will be
discounted.
b. Fixed : The amount of $$ which will be discounted from
the total order amount.
5. Expires On : The last date of using that discount for any order.
6. Save : Button
7. Cancel : Button

ii. Add Discount (Silver , Gold or Platinum Users)

1. Discount Code : The short code which can be used to apply the
discount on any order.
2. Discount Description : A short description mentioning all the
details about the discount.
3. Member Type : If the end user wants to roll out a discount of
5% on total billing for its Silver Customers he can select them
from the 3 options of Silver, Gold or Platinum.
4. Discount Type : This can be of 2 types;
a. Percentage : The % of the total amount which will be
discounted.
b. Fixed : The amount of $$ which will be discounted from
the total order amount.
5. Expires On : The last date of using that discount for any order.
6. Save : Button
7. Cancel : Button

iii. List view for all the current discounts/offers ongoing within the store,
with the ability to perform CRUD (Create, Read, Update and Delete)
operations.
iv. Start & End Date of a discount : Button
v. Save : Button
vi. Cancel : Button

d. Refund Policies : ​The end user can update the reasons for refund for any
order from this section, and mention if the returned order needs to be
reflected back to the Stock.
 i. Add Refund Reason
1. Refund Reason : This can be similar to the reasons like “faulty
product” or “Size not appropriate”.
2. Description : A textarea where the end user can add on a short
description mentioning all the terms & conditions in which
that return can be processed, or can be also an editable field
for the Cashier who will be working on the Till. So that he can
write down the refund reason according to the customer at
the time of receiving the product.
3. Return to Stock : Checkbox : If the end user needs to add the
product back to the stock or not.
4. Save : Button
5. Cancel : Button

ii. List view for all the current refund options ongoing within the store,
with the ability to perform CRUD (Create, Read, Update and Delete)
operations will be available within this section.
iii. Save : Button
iv. Cancel : Button

e. Stock Movement Reason : ​This section can be used by the end user to add a
number of stock movement reasons (Like, External branch movement, Excess
stock, Wastage etc)

f. Clocking Types : ​This section can be used by the end user to edit the clocking
parameters for their staff. If any staff clocks in extra hours so what should be
the multiplier for their salary? If any staff is absent for the day, so by what
multiplier should the system generate the staff’s salary remains within this
section.
i. Add Clocking Type
1. Name : Like Overtime, Annual Leave, Emergency Leave, Absent
2. Pay Multiplier : The multiplier in terms of ( X ), to see by what
factor the staff’s salary will be calculated for that clocking
type.
3. Add : Button
4. Cancel : Button
ii. List view for all the current clocking type within the store, with the
ability to perform CRUD (Create, Read, Update and Delete) operations
will be available within this section. The clocking time will be
calculated right from the time when the employee starts their shift by
logging into the system.
 g. Customer Types : ​This section allows the end user to add different customer
types within the system, who will be having access to different
offers/discounts from the store, depending on their membership/customer
type (Like Silver, Gold, Platinum)

i. Add Customer Type

1. Category : Name of the customer type (Silver, Gold, Platinum,
Exclusive). The category can be defined automatically by
mentioning the minimum amount of expenditure which should
be achieved by the customer to be counted as Silver, Gold or
Platinum customers.
a. Silver
i. Minimum Purchase History
ii. Save
b. Gold
i. Minimum Purchase History
ii. Save
c. Platinum
i. Minimum Purchase History
ii. Save
NOTE : Initially the customer category will remain at default,
and as per the expense history of the customers, there
customer category will keep on updating. Also the end user
can manually allot the category type to any customer if
needed.

2. Description : Related terms & conditions for how any customer

can be associated as a privileged customer within the
organisation.
3. Discount % : The amount of % which will be offered to that
customer type on the total purchase.
4. Save : Button
5. Cancel : Button

ii. List view for all the current customer type within the store, with the
ability to perform CRUD (Create, Read, Update and Delete) operations
will be available within this section.

2. Locations & Devices : ​List of all the locations under the store owner. If the end user
is the owner of the store, he can have a list of all the store locations where the POS
System is installed and the data is being maintained under his store name.
a. Add Location : The end user can add his/her store location by going through
a quick form, filling up all the required information.
i. Name : Store Name
ii. Description : A short description, either mentioning the tagline of the
store or something related.
iii. Address : Address for that store location
1. Address Line
2. Town
3. State
4. Zip Code
iv. Store Email Address : Dedicated email address which is associated
with that store location
v. Language : Dropdown to select from various available languages.
English & French ​*Need to discuss what all languages we need to
implement.
vi. Time Zone : Dropdown to select from various available timezones
vii. Save : Button
viii. Cancel : Button

b. List view for all the current Store Locations within the store name, with the
ability to perform CRUD (Create, Read, Update and Delete) operations will be
available within this section.

c. Add Device : Once the end user has entered the locations for the store. The
end user can go on the listing > select any location and click on “Devices”. A
new window will open showing all the current devices at that location. Let
me break the whole process below;
i. Add Device
1. Name : The name of the device, like if it is for the Store-1 and
the device is for the Till Station 3. The device name can be
Till-3
2. Description : Description about that device
3. Type
*Need to discuss the devices/hardwares type
4. Price Mode : Dropdown to select if the prices displayed will be
inc tax or exc tax
5. Location : Dropdown showing all the added locations within
the system for the store. So that the end user can quickly add
the device to any location.

ii. Order Printing

*TBD - The description for the same says that it stops the orders to
 get printed from the selected device. But it is confusing how this
works!

iii. Opening/Closing Hours : ​The end user can add & edit the opening
hours for the stores from this section, and also view all the opening
and closing hours from the list below.
1. Add Opening/Closing Hours
a. Location : Dropdown to select from all the added
locations within the system
b. Day of Week : Dropdown to select all the days from a
week, when the stores will remain open
c. Open Time : Opening time of the store from any
location on a given/selected day of the week.
d. Close Time : Closing time of the store from any location
on a given/selected day of the week.
e. Add : Button
f. Cancel : Button

2. List view for all the current store locations opening & closing
hours within the store, with the ability to perform CRUD
(Create, Read, Update and Delete) operations and filter
operations will be available within this section.

3. Banking
a. Tender Types : ​The end user can add and view the list of all the available
tender types available
i. Add Tender Type
1. Name : Name of the Tender Type
2. Description : Description of the Tender Type
3. Button Colour : The end user can edit the color of the button
which appears on the Till Screen for particular tender type
4. Till Order : The order in which the tender type will appear on
the Till Screen.
5. Classification : If the tender is in Cash form or a Card or Other
a. Cash
b. Card Payments ​(To be Discussed)
c. USSD Payment Method
d. Other
6. Save : Button
7. Cancel : Button
 ii. List view for all the current tender types within the store, with the
ability to perform CRUD (Create, Read, Update and Delete) operations
will be available within this section.

b. Tax Rates : ​The end user can add all the types of tax rates which are
applicable within the country, and then can select this taxes while placing
orders or adding stocks to the inventory.

i. Add a Tax Rate : The end user can add a new tax rate from this
section.
1. Name : Name of the tax
2. Percentage : The amount of tax percentage
3. Tax Code : Abbreviation for the tax name
4. Description : Logical expressions about why the tax rates are
being used and why this tax is being applied on any particular
product category.
5. Tax Type : Dropdown to select the tax type either as a;
a. Standard
b. Combined
*Need to discuss how the Combined Tax Works
6. Save : Button
7. Cancel : Button

ii. List view for all the current tax rates within the store, with the ability
to perform CRUD (Create, Read, Update and Delete) operations will
be available within this section.

c. Petty Cash Reasons : ​The end user can mention the petty cash reasons for
which a relatively small amount of cash is kept at hand for making immediate
payments for miscellaneous small expenses.
i. Add Petty Cash Reason
1. Reason : Textarea to add the reason
2. Add
3. Cancel
ii. List view for all the current petty cash reasons listed within the store,
with the ability to perform CRUD (Create, Read, Update and Delete)
operations will be available within this section.

4. Restore Data : ​The end user can restore the deleted data from the system from the
restore data tab. The data can be restored for;

a. Deleted Products : List view

 b. Deleted Customers : List view
c. Deleted Categories : List view
d. Deleted Staff : List view
e. Deleted Promotions : List view
f. Deleted Tender Types : List view
g. Deleted Tax Rates : List view
h. Deleted Customer Types : List view
i. Deleted Refund Reasons : List view
j. Deleted Discount Reasons : List view
k. Deleted Location : List view
l. Restore : Button

NOTE : ​All the data will be synced with the cloud based database for each
store for a period of 60 days ​(Can discuss the number of days)​. If the end user
wants to restore any data within those 60 days it can be restored. But if the
number of days exceeds 60 days than the data won’t be able to get restored.

Step-3 : Setting up the Products Inventory, Staff and options to manage the
Customers within the system

1. Products : ​The end user can add/edit/update/delete all the products or we can say
manage the stock from the system from this section. This will also allow the end user
create popup alerts for their staff when any inventory product has reached their
minimum level, or if the end user wants to generate labels and tags. All of the stuff
can be merged into a single robust section which will be synchronized to cloud based
databases so that the end user can access all of the details from his inventory from
anywhere around the globe.

a. Product List : This interface will be providing a list of all the products added
within the Inventory. The end user can perform CRUD Operations for all the
products which will include parameters like(Product name, description, type,
MRP, SP, Tax rate and many more). Stock for the particular product being
added to the system can also be maintained from this section, so that users
do not require to go the stock section to manage the stock for the same
product. This section will also allow users to export all the products to a .csv,
word, excel format and download on their local system.

b. Categories: This interface will allow the users to manage all the categories for
their store/inventory. The users can perform CRUD operations to manage the
categories which includes (Add, edit, delete, disable/enable). The user can
easily search for any category by using the search options available on the
 interface. User can edit the parameters of the categories like (Till Order,
Name, Parent Category, Report Category, etc.).

c. Brands: This interface will allow the end users to manage all the brands that
exist on the system and manage products by their brands. The section will
allow users to perform all CRUD operations to manage the brands on the
system. The search bar in the section will the users to search for any brand
very easily.

d. Pop-Up Alert: The various pop-up alerts section manages the alerts which
needs to be given to the staff before giving any product to the user or adding
the product to the bill, since, there might be restrictions and limitations for a
certain product, therefore these pop-up alerts will allow the remind the store
staff about any important terms which needs to be considered before
billing/selling any item to an user. The users can perform all CRUD operations
in this section to Add/Edit/Delete, these action can be performed on various
parameters of the pop-up alerts such as;(Name, Message, showing frequency
like show once per user, show always to every user, etc.).

e. Multiple Choice Notes: ​This interface will allow the end users to manage the
multiple choice notes which will allow the users to get notifications which
have more than one choice to be selected. The user can perform all sorts of
CRUD operations on this section to Add/Delete/Edit any Multiple Choice
Notes. The end users will also get an extensive search feature through which
the users can not only search by the name of the “note” but by the choices
available for the notes as well, which means users can type in the choice and
the relevant notes will be shown.

f. Miscellaneous Products: This section will allow the users to manage

miscellaneous products of their store / inventory. Users can add any
miscellaneous product by simply providing(Name, and tax rate) for the
product, and the product will be added to the inventory. Users can also
perform CRUD operations on all the products of this section to manage their
miscellaneous products.

g. Generate Labels: This section will allow the users To print a label, select the
product by either scanning the barcode or typing the name and searching for
the product, and amend the quantities. Users have various options to
generate labels. Firstly, users can search for the product and enter a quantity
to add to the list of items to be printed. OR they can select any combination
of Location, Category, Brand or Supplier from the drop-downs and the system
will add a label for products that match their selection.
 Only products with stock levels attached will show when location is selected.
If only location is selected, labels for all stock will be added. Label printing
requires either a thermal label printer, a standard A4 printer or a printer
containing Avery 5160 format labels and must be selected using the 'A4
Printer' or the 'Barcode Printer' in the dropdown list available to the users.

The users can search for any product using the search bar available or by
selecting multiple parameters like (stock location, product category, product
brand, and supplier) this will shows the list of all the products which fall
under this category, and user can easily choose the desired product from the
list.

The users can also select the design layout (shelf edge, barcode, Custom) of
the label. The details can be selected which needs to printed on the label
from this section, such as; name, price, description, price, RRP, barcode,
promotion, and many more. The Printing device is also selected from this
section only, so that users can easily manage printing of labels.

h. Tags: This section will allow the users to manage all the tags for the system.
Users can create new tags and associate the products to any tag using this
section. The tags can be created just by simply giving a name to the tag, and
then the user can search for any product using the search bar available to
associate the products to the tag which have been created. The users can
also perform the CRUD operations on the tags, which will allow the users to
manage the products for every tag, if in case the user have to delete any tag
or remove products associated to a particular tag and add to another tag.

2. Stock Control:​The end user can add/edit/delete purchase order, suppliers, stock
movements, stock take. All the stock related actions can be managed from this
section very easily. This will give the users an extensive section where complete
stock activities can be managed and viewed.

a. Stock Movements: This interface will allow the end user to add, edit, delete,
update, export the stock movements of their store/inventory/business. The
Stock Movement Add page can be used to add stock to a location, either
from another location, or just adding new stock. This should be used each
time the user receive a delivery. The items can also imported from multiple
locations by scanning or looking up for the item and then add the quantity for
the item which needs to be imported. This section will also contain the
calendars and the dropdowns to filter the movements. Users can select a
stock movement to view more details by clicking the 'View Details' button or
 by scanning the barcode.

b. Purchase Orders: This interface will allow the users to manage their purchase
orders for their Store/inventory/business. The users can perform CRUD
operations along with other search and filtering actions on the existing
database of purchase orders. The users can add new purchase orders by
providing parameters such as (Delivery date, cancel date, deliver stock
to(Location), supplier info, and many more). To allow the users to easily
search for any specific purchase order by using the calendars and dropdown
filters for locations, suppliers and Tx rates. User can also filter the order on
the basis of their statuses such as(ordered, received, draft, cancelled,
incomplete, partial received).

c. Stock Takes (TBD)​: This interface will allow the end user to manage their
stock takes, the user can view all the stock takes that happens on the system.
The user can also use calendars and the location dropdown to filter them.
Users can select a stock take to view more details by clicking the 'View
Details' button or by scanning the barcode. These stock takes can also be
exported to various file formats on one click. The formats available are (CSV,
Word, Excel, Print).
- Stock taking menu will be available to the store managers to enable
them periodically record inventory based on physical counts. This
solution is then able to highlight where there are differences with
what is carried in the inventory for a store or the merchant as a
whole. The solution will highlight what items and item quantities are
missing.

d. Suppliers: This interface will allow the users to manage all their suppliers on
the system. The users can perform complete CRUD operations to
add/edit/delete/update the suppliers on the system. To add a supplier the
user have to fill parameters such as (Name, Description, type, Address,
Contact details and many more). The users can also view/delete/update the
existing suppliers of the system. To find any supplier on the system, the users
can use search bar to search for any supplier by its name, description or
address.

Do we need Supplier login as well on the system? (NO)

3. Staff: ​The end user can use this section, for staff management, manage staff roles
and their working hours. The section will allow the users to add, edit, delete, update
the staff members of their store/business. The user can also use the extensive
searching features to reduce the hassle of finding a staff member and track their
 working hours history and other parameters.

a. Staff: This interface will allow the users to edit their current employees by
clicking on the 'Edit' button or add new staff by clicking on the 'Add Staff'
button. To add a new staff member the users are required to provide
information such as (Name, Main Location, Role, Password, hourly rate,
etc.,). The staff member details can edited/deleted by this section itself, and
the users can also find the staff member by their names using the search bar
available in the interface.

b. Staff Roles: This interface will allow the users to add/edit/delete staff roles
which are assigned to the various staff members added to the system. The
staff roles help the user to define what role they would fulfill. The various
actions which can be performed by the staff on the system depends on their
role and the permissions to perform various actions by any staff role are
managed from this section. The user can grant access of many modules of the
system such as(back office, till, admin access on till, stock take, item discount,
refunds, manual customer selection, misc products, unrestricted stock take,
and many more.)

c. Hours: This interface will allow the users to amend the hours worked by the
staff by clicking on the 'Edit' button or add new hours by clicking on the 'Add
Hours’ button. The hours can be added to track various types of activities of
staff members, such as; Absent, annual leave, overtime, sick leave. Hours can
be simply added to any staff member by selecting the staff member name,
clocking in time, date, and the users can also add special notes if it is
required.

4. Customer: ​This section will allow the users to add/edit/delete the customers for
their store/business, manage the campaigns for the store/business, add users to a
marketing campaign, send invoice messages and many other features.

a. Customer Search: This interface will allow the users to search for the
customer which exist in the database of the store/business. The user can
perform complete CRUD operations on the customers. To add a new
customer user have to provide information such as; first name, last name,
business name, DOB, Contact number, email address, customer type, max
credit, current balance, and many more. The user can also add additional
members for any customer from this section and can also manage the
marketing consents by the user to send regular communication on email,
text, phone, mail. The user can use the search box to find a certain customer
that has been stored on the database. Either insert their name or postcode.
 The user can also take direct print of the invoices of any user from this
section.

b. Campaign Management: This interface will the user to create list of

customers for any campaign which end user might organize. The user can use
the filters to generate a list of customers for a marketing campaign that have
explicitly opted in to that form of marketing. The filters include parameters
such as; consent type, customer type, customer sign up location. These
parameters ease the process of selecting customers for any campaign
management.

5. Promotions : ​The merchant can create/edit/delete/update all the promotions

related to the products, can create coupons which can be publicly distributed via
print or mail as per the merchants choice. So that the end customers can use those
coupons to get discounted prices as promised within the coupon. The merchant can
also manage the loyalty rewards points from this section, and control the amount of
loyalty points per $ purchase of the customers.

a. Promotions: This section will allow the users to manage all the promotions
for their store / business. Users can create new promotions by using
parameters such as (Name, Description, Promotion duration, type of
promotions, customer type, product categories, products, etc.) The users can
also perform the CRUD operations on the promotions. This section also packs
a extensive search section which will allow the users to search for any
promotions easily using the search options like( filter by promotion type,
filter by customer type, search by the name or description of the promotion)
such search and filtering feature will ease the process of managing large
number of promotions.

b. Loyalty/Rewards: This section will allow the merchants to manage

reward/loyalty points system for their reward points for the various
categories of customers they have. The merchant owners will define a fixed
percentage of loyalty points which will be awarded on the basis of amount of
money their customers spend on their stores. The merchants can also create
multiple new customer categories and define the percentage of loyalty points
which will be rewarded to the customers belonging to that category. The
merchants will also have the feasibility to define, what value does a
loyalty/reward point hold. These points can be used by their customers for
their future purchases which they make on the merchant stores. The
merchants can also define events on which the customers will be
rewarded(For ex. first purchase, registration. etc). The merchants can define
the time period for which the loyalty/reward points will be viable and can be
 redeemed on the stores.

c. Coupons: This interface will allow the merchants to generate and manage
coupons for their customers within the system. The merchants can define the
name of the coupon, description, amount/percentage/value of the coupons,
the validity period of the coupons and the conditions to use the coupons such
as; applicable once per user, applicable on a minimum spend of $XX,
applicable only on purchase of a certain product, etc. The merchants can also
manage their coupons from this section, to keep track of how many coupons
were generated, how many coupons have been redeemed, etc.

6. Manual Order Invoice Generation: Consider a scenario where the end user is not
operating his/her business within a physical store and gets all of his customers either
via Phone calls or via email enquiries. So with this module any end user who
operates his business on a medium/small scale, can also have the facility to generate
orders, Invoices, and manage his/her inventory in an organised manner.

a. Select Product : Select the product from already added products within the
stock. If this is a new request and the product doesn’t exist in the stock
inventory, the end user can add a product manually from this section using a
quick access button (+).

b. Select Customer : ​Select the customer from already added customers within
the system. If this is a new customer and his details doesn’t exist in the
customers management panel, the end user can add a customer manually
from this section using a quick access button (+)

c. Shipping Details : The end user can manually enter the shipping costs for that
order (if any). As the shipping charges defer from one operator to another
operator. Also once the end user has created the order and shipped the
order, the end user can manually enter the shipment tracking number from
this section. That way the end user can enter the tracking number and once
entered, the shipment tracking details will be sent to the customer through a
text message, so that the customer can also track the status of his order.

The end user can also update the shipping status within the system for a set
of predefined statuses like order received, processed, dispatched, shipment
done, completed.

d. Add Notes : If the end user have any specific notes to be displayed on the
invoices he can add them over here.
 e. Create Invoice : ​Once clicked, the system will generate a professional invoice
for the end user, with details for the associated order. The end user can
either print the invoice in a hardcopy format or can also send an invoice copy
via email to the end customer. The product which had been sold will be
reflected within the stocks inventory and sales as well.

Step-4: Use system report generation tools to automate the process to keep
track of transactions, sales reports, stocks, customers, banking, accounting,
auditing, and schedule emails to regularly receive system generated reports.

1. Dashboard: The dashboard allows the users to have a look at all the aspects of the
system(store/inventory/business) in a single glance. The Dashboard shows the vital
information about the store/inventory performance such as; Net sales/transaction
quantity graphs, stock margin pie charts, Total sales, total number of transactions,
low stock items, operating margin percentage, sales by tender, sales by employee,
bar graphs for (transaction by location, low stock items, best sellers, returning
customers).

a. New Dashboard: ​The users can also setup multiple dashboards as per their
convenience to monitor different aspects of the system on different
dashboards. The duration of which the information is demonstrated on the
dashboard can be varied by using the parameters available such as;
duration(last 14/30/60/90/custom, the location of store, etc.)

2. Transactions​: This section allows the user to view all the transactions for the
store/inventory/business. The transactions shown are bifurcated into two types viz.
Completed Transactions and Held Transaction.

a. Completed Transactions: The completed transactions section shows all the

transactions that have been completed, the user can click on 'Show Items' to
see what products were within that certain transaction when using the Till.
The user can also filter the list of transactions, by selecting location,
devices(TILL) and the date of the transactions. The users can also export
these transactions to CSV, Microsoft Word, and Excel. Users can also print
out the results.

b. Held Transactions: The “held transactions section shows all the transactions
that have been put on hold. When another member of staff uses the Till,
transactions that were originally on the Till are automatically held, therefore,
when the other staff member logs back in again the transactions will be
resumed. The user can also filter the list of transactions, by selecting location,
 devices(TILL) and the date of the transactions. The users can also export
these transactions to CSV, Microsoft Word, and Excel. Users can also print
out the results.

3. Sales Report: ​The section will allow the users to access the sales reports which are
generated by the system for various parameters like, time intervals, time period,
time comparison, sales by product, employees, locations, misc products, brands,
suppliers, customer types, till categories and many more. The users can view and
export these reports from this section.

a. Time Intervals: This section shows the transactions made by a time interval.
Users can view report for a time interval by selecting Select a from and to
date using the two calendars and the results will be shown below. Users can
also use the dropdown filter available to further filter the results shown. The
users can also export the report, to CSV, Microsoft Word, and Excel. The
filters which will be available are, filters by location, staff, and devices.

b. Time Period: This section shows the transactions which are grouped by me
e.g. Monday, Tuesday etc. Users can view report for a time period by
selecting Select a from and to date using the two calendars and the results
will be shown below. Users can also use the dropdown filter available to
further filter the results shown. The users can also export the report, to CSV,
Microsoft Word, and Excel. The filters which will be available are, filters by
location, staff, and devices.

c. Time Comparisons: ​This section allows the user to view the comparison
reports for various parameters of the store/inventory (Transaction Qty,
Refund Qty, Margin %, Net sales Inc. Tax, and many other parameters) for a
specified period of time. The user can select date range using the dropdown
menu available time periods or can select a custom duration, then the user
will select the time period with which the user wants to compare the report
for the specified period. These reports can be exported to CSV, Microsoft
Word, and Excel.

d. Sales by Product: This section will allow the user to view the daily sales of all
the products that have been sold, including the number of units, money
taken (inc. & exc. Tax), discount, total cost price, and total margin. View sales
by stock batch by clicking the total sales value in the table. To view the sales
by-product report the user can Simply click on a date using the calendar to
show the daily sales of products on a certain day and the results will be
shown. The users can also select a specific product to get report only of the
select product by using the search bar and tag filter. These reports can be
 exported to CSV, Microsoft Word, and Excel.

e. Employees: ​This section will allow the user to view the transactions made by
each member of staff as well as how much money each member of staff has
taken. To view the report the user has to select a from and to date using the
two calendars and the results will be shown for the selected dates. These
reports can be exported to CSV, Microsoft Word, and Excel. The filters which
will be available are, filters by location, staff, and devices.

f. Locations: This section will allow the user to view the transactions made at
each location as well as how much money each location has taken. To view
the report the user has to select a from and to date using the two calendars
and the results will be shown for the selected dates. These reports can be
exported to CSV, Microsoft Word, and Excel. The filters which will be
available are, filters by location, staff, and devices.

g. Miscellaneous Products: This section will allow the user to view the value of
sales been made using miscellaneous products. To view the report the user
has to select a from and to date using the two calendars and the results will
be shown for the selected dates. These reports can be exported to CSV,
Microsoft Word, and Excel. The filters which will be available are, filters by
location.

h. Promotions: This section will allow the user to view the promotions that have
been put through between the dates selected on the calendars. The user can
see each of the promotions which have been used, the number of these
promotions which have been processed, the average amount of discount
given for each promotion, and the total amount that has been given in the
promotions. To view the report the user has to select a from and to date
using the two calendars and the results will be shown for the selected dates.
These reports can be exported to CSV, Microsoft Word, and Excel. The filters
which will be available are filters by location and devices.

i. Reward/Loyalty Points: This section will allow the user to view the
rewards/loyalty points which have been awarded to their customers for the
dates selected on the calendars. The merchants can also generate reports on
the basis of the customer categories. To view the report the user has to
select a from and to date using the two calendars and the results will be
shown for the selected dates. These reports can be exported to CSV,
Microsoft Word, and Excel. The filters which will be available are filters by
location and devices.
j. Coupons: This section will allow the user to view the reports for their
coupons which have been generated on the system and have been used by
their customers. The merchants can also generate reports for any specific
coupons they might have generated by selecting the coupon from the list of
all the coupons created. To view the report the user has to select a from and
to date using the two calendars and the results will be shown for the selected
dates. These reports can be exported to CSV, Microsoft Word, and Excel. The
filters which will be available are filters by location and devices.

k. Brands: This section will allow the user to view how much money has been
turned over within brands. To view the report the user has to select a from
and to date using the two calendars and the results will be shown for the
selected dates. These reports can be exported to CSV, Microsoft Word, and
Excel. The filters which will be available are filters by location, staff, and
devices.

l. Suppliers: This section will allow the user to view how much money has been
turned over within Suppliers. To view the report the user has to select a from
and to date using the two calendars and the results will be shown for the
selected dates. These reports can be exported to CSV, Microsoft Word, and
Excel. The filters which will be available are filters by location, staff, and
devices.

m. Customer Types: This section will allow the user to view the breakdown of
users sales based on customer types. For example, if the user had a customer
type named 'Member' then they can see (by clicking on 'Show Products')
which products have been sold to all of their customers who are Members.
To view the report the user has to select a from and to date using the two
calendars and the results will be shown for the selected dates. These reports
can be exported to CSV, Microsoft Word, and Excel. The filters which will be
available are filters by location and devices.

n. Reporting Categories: Reporting categories can be used to group categories

in a more manageable way for reporting. User can set a reporting category
for each category in your back office. This section will then allow user to
compare sales between these categories. The user can use the duration
option to select the duration for which the comparison reports has to be
displayed. The user can also see breakdown of each category to see what
products have been sold. These reports can be exported to CSV, Microsoft
Word, and Excel. The filters which will be available are filters by location and
devices.
 o. Till Categories: Till categories define how products are grouped together on
the till. This section will allow the user to compare sales from each till
category by using the reports generated. The user can also see breakdown of
each category to see what products have been sold. These reports can be
exported to CSV, Microsoft Word, and Excel. The filters which will be
available are filters by location and devices.

4. Stock: This section will house all the reports which are relevant to stock, such as;
Stock levels, stock warnings, stock discrepancies, non-selling stock, stock history,
stock changes. The users can export these reports to CSV, Microsoft Word, and
Excel. The filters which will be available are filters by location, staff, and devices.

a. Stock Levels: ​This section will allow the user to view the current stock levels.
The drop down list can be used to display stock for any given location. The
report which is shown includes various parameters such as; name, barcode,
supplier, category, current stock, cost price, total cost, total margin, and
many more. The user can also search for a product stock by using the search
and entering the details like (Product, Brand, Barcode or order code.) These
reports can be exported to CSV, Microsoft Word, and Excel. The user can also
add stock from this section by using the button to add stock which will take
the user to the “add stock movement” section.

b. Stock Warnings: This section will allow the user to view all products which
require reordering. The drop down list can be used to display stock for any
given location. The list of the product shown includes various parameters of
the product such as; product name, location, barcode, category, supplier,
current stock, min stock, max stock, on order, reorder. These reports can be
exported to CSV, Microsoft Word, and Excel.

c. Stock Discrepancies: This section will allow the users to view a list of
discrepancies in your stock movements and stock takes. A user can use the
available calendars and the dropdowns to filter the list of discrepancies. The
list shown includes the following information; transfer ref., to, date/time
sent, product, sent quantity and more. These reports can be exported to CSV,
Microsoft Word, and Excel.

d. Non-Selling Stock: This section will allow the users to view what products are
not selling, the name and the brand will be shown as well as the current stock
of the product and the minimum and maximum stock levels. This will only
display items for which the user is tracking stock. The list of the product
shows the following information; name, barcode, current stock, min stock,
 max stock. To view the report the user has to select a from and to date using
the two calendars and the results will be shown for the selected dates. These
reports can be exported to CSV, Microsoft Word, and Excel. The filters which
will be available are filters by location and devices.

e. Stock History: This section will allow the users to view historic stock levels.
Stock values shown are based on each item's current pricing. The list of stock
items shown includes the following information: product name, barcode,
category, supplier, stock, current SP, total cost, total margin, etc. The user
can also search for any product by product name using the search bar
available. To view, the stock history user has to Select a date on the calendar
below to show what the stock levels were at the start of that day. Stock
history is available for up to 1 year. The drop down list below can be used to
display stock for any given location. These reports can be exported to CSV,
Microsoft Word, and Excel. The filters which will be available are filters by
location.
f. Stock Changes: This section will allow the users to view changes in stock
levels between two dates, broken down by the method of change. The list of
stock items shown includes the following information: product name,
barcode, category, supplier, current stock, sold, sent, received, stock take,
order code, total cost, current SP, total cost, total margin, etc. The user can
also search for any product by product name using the search bar available.
To view, the stock history user has to Select a date on the calendar below to
show what the stock levels were at the start of that day. Stock history is
available for up to 1 year. The drop down list below can be used to display
stock for any given location. These reports can be exported to CSV, Microsoft
Word, and Excel. The filters which will be available are filters by location.

5. Customer: This section allows the user to view all the reports associated with
customers which exist on the store/business. This section includes reports such as;
customer report and customer credit report.

a. Customer Report: This section will allow the users to view the complete list
of customers associated with this business. The list of customers shown
shows the information about the customer such as; first name, last name,
address, current balance, max credit, total spend, average spend, total
transactions and many more. The user can filter the list by any detail which is
shown in the list, the list can also be sorted on the basis of credit status and
customer type as well as by location. These reports can be exported to CSV,
Microsoft Word, and Excel. The filters which will be available are filters by
location.
 b. Customer Credit: This section will allow the users to view the complete list of
customer credits put through with transactions between the selected dates.
To view the list of customers, user has to select to and from values on the
calendars below to filter by date. These reports can be exported to CSV,
Microsoft Word, and Excel. The filters which will be available are filters by
location, staff and device.

6. Banking: This section allows the end user to view all the reports associated with
banking. The users can also integrate third-party applications to manage their
banking activities. The section houses reports such as Tenders, end of the day, float
adjustment, and Petty Cash reports. These reports can be exported to CSV,
Microsoft Word, and Excel.

a. Tenders: This section will allow the users to view how much money has been
turned over for each Tender type. To view the list of customers, the user has
to select to and from values on the calendars below to filter by date. These
reports can be exported to CSV, Microsoft Word, and Excel. The filters which
will be available are filters by location and device.

b. End of the Day: This section will allow the users to view reports on End of
Day till closure variance. To view the list of customers, the user has to select
to and from values on the calendars below to filter by date. The user can
select the parameters to view additional information such as; show rules
breakdown, show wet dry breakdown, show credit spent breakdown, show
refund breakdown, and many more. The filters which will be available are
filters by location, staff and, device.

c. Float Adjustments: This section will allow the users to view the history of any
Float Adjustments that have been made. To view the list of customers, the
user has to select to and from values on the calendars below to filter by date.
These reports can be exported to CSV, Microsoft Word, and Excel. The filters
which will be available are filters by location and device.

d. Petty Cash: This section will allow the users to view the history of any Petty
Cash that has been withdrawn. To view the list of customers, the user has to
select to and from values on the calendars below to filter by date. These
reports can be exported to CSV, Microsoft Word, and Excel. The filters which
will be available are filters by location and device.

7. Accounting: This section will house all the accounting related reports for the
store/inventory/business. The user can access various types of reports associated
to accounting such as; bookkeeping, daily tax, monthly tax, monthly tax, quarterly
tax, end of the year tax, payroll. These reports can also be exported to CSV,
Microsoft Word, and Excel.

a. Bookkeeping: This section will allow the users to view all items within a
transaction with extended information. To view the list of customers, the
user has to select to and from values on the calendars below to filter by date.
The filters which will be available are filters by location, staff, tenders and,
device. These reports can be exported to CSV, Microsoft Word, and Excel.

b. Daily Tax: This section will allow the users to view the breakdown of users tax
takings by day with an available breakdown by tax rate. To view the list of
customers, the user has to select to and from values on the calendars below
to filter by date. The filters which will be available are filters by location and
device. These reports can be exported to CSV, Microsoft Word, and Excel.

c. Monthly Tax: This section will allow the users to view the breakdown of all
tax by tax rate. The user can select a specific month for any year by using the
dropdowns given to select the year and month. To view the list of customers,
the user has to select to and from values on the calendars below to filter by
date. These reports can be exported to CSV, Microsoft Word, and Excel.

d. Quarterly Tax: This section will allow the users to view the breakdown of
users taxes, spread by quarter against each tax rate. The Information can be
generated by Year (showing from the 1st of April), or from a specific date
when using the "Run from specific date" option. When using this option, the
quarter will be generated from that date to the next whole quarter. The
filters which will be available are filters by location and device. These reports
can be exported to CSV, Microsoft Word, and Excel.

e. End of Year Tax: This section will allow the users to view a list of transactions
by month, including the Tax amount. The user can also select the financial
year by using the dropdown available on the section. To view the report the
user has to select a year and location using the dropdowns, and the results
will be shown below. The filters which will be available are filters by the
location and device. These reports can be exported to CSV, Microsoft Word,
and Excel.

f. Payroll: This section will allow the users to view staff payroll including a
breakdown of hours worked by each staff. To view, the list user has to select
duration, location, and clock type. The filters which will be available are filters
by the location and device. These reports can be exported to CSV, Microsoft
 Word, and Excel.

8. Auditing: This section will house all the reports which will come under the
umbrella of auditing, such as; Refunds, Discounts, No Sales, Void Lines. These
reports can be exported to CSV, Microsoft Word, and Excel.

a. Refunds: This section will allow the users to view how much money has been
refunded by each staff member. To view, the list user has to select duration
using either dropdown or a from and to date using the two calendars, for
which the report will be generated and shown. The filters which will be
available are filters by the location, staff and, device. These reports can be
exported to CSV, Microsoft Word, and Excel.

b. Discounts: This section will allow the users to view the discounts that have
been made between the dates selected on the calendars. User can see each
of the discount reasons which have been used, the number of these
discounts which have been applied, the average amount of discount given for
each reason, and the total amount that has been given in discount. To view,
the list user has to select duration using either dropdown or a from and to
date using the two calendars, for which the report will be generated and
shown. The filters which will be available are filters by the location, staff and,
device. These reports can be exported to CSV, Microsoft Word, and Excel.

c. No Sales: This section will allow the users to view the no sales made by
reason as well as drill down to see details of individual no sales. To view, the
list user has to select duration using either dropdown or a from and to date
using the two calendars, for which the report will be generated and shown.
The filters which will be available are filters by the location, staff and, device.
These reports can be exported to CSV, Microsoft Word, and Excel.

d. Void Lines: This section will allow the users to view the details of void lines
made. To view, the list user has to select duration using either dropdown or a
from and to date using the two calendars, for which the report will be
generated and shown. The filters which will be available are filters by the
location, staff and, device. These reports can be exported to CSV, Microsoft
Word, and Excel.

9. Scheduled Emails: All the reports which will be generated for the scheduled emails
which are sent from the system, can be accessed from this section. The user can
see reports for dashboard email and can also add schedules when email will be
sent out.
 a. Dashboard Email: ​This section will allow the users to view the scheduled
dashboard emails user has currently set up. The user can also create new and
update existing schedules through this page. To add a new schedule user
have to select few options and put in information for a few parameters such
as; select dashboard, email address, email subject, repeat frequency, End
date, and many more.

Step-5: Now as the end user have made all the required changes within the
system and have provided the system with Staff Details as well. So all the
staff (Register Cashiers or the Till Operators) with the access details about
the Till can jump on to the Till Section from the side menu and get started
using the Till to manage all the customers orders and related stuffs.

Till:
Till is the face of the POS system, which will allow the staff members to create orders,
generate bills, add new customers, and many more. The Till will be used by the staff
members which are added by the admin to the store.

1. Login​: The staff members can login to the system by simply choosing their username
from the grid of all the staff members, which exist on the system. Once the staff
member selects the username, then user will enter the passcode, to login to the POS
panel.

2. Home: After logging in the, the staff member gets redirected to the POS home
screen. The home screen houses various sections, such as; orders section, customers
section, add products to an order, switch between TILL and back office, most
frequently sold products, recently sold products, stock section, settings, etc.

a. Orders Section: This section will allow the staff member to create new
orders, or view previous orders. To create a new order the staff member adds
the product, by scanning the products using barcode scanner or by manually
searching and selecting the product from the inventory using the search bar
available on the home screen or selecting any product from the list of
frequently sold products/recent sold products. When the user add products,
the total cost and cost breakup(tax, due amount, discount) and other details
can be viewed on the orders section. The orders section also allows the user
to update the quantity of any product, remove product from the order, add
discount for a particular product, add notes, etc. Once the products are
added, the staff member can add a payment for the order, when the user
proceeds for the payment of the created order, the user enters the total
amount provided by the customer, and select the appropriate payment
 method(Cash, Card[​the card payment processors like, american express,
diners club, visa, master card, etc. will be accepted(TBD)​] , gift voucher), once
the user selects a payment method, the system shows the amount which is
due from customers end or from POS end. After payment the user can print
the bill for the order from the same section. The user can also check the
previous orders from this section only. This will show the orders(held,
ordered, pending, complete) to the user along with the necessary details of
the order.

b. Customers: This section will allow the staff member to generate orders for
specific customers existing in the system, or create and add new user to the
system while creating order. The existing customers can be easily searched by
their surname, forename, postcode, etc. and on the basis of customer type as
well. The staff members can also add new customers to the system from this
section only by providing information such as; first name, last name, business
name, DOB, contact number, type, max credit, marketing consents (To
receive communication via email, text, phone or mail), address, additional
member details (If available), etc. Once the user selects a customer, the user
can create orders / issue refunds associated to the particular customer.

c. Admin Section: This section will allow the staff members to perform admin
actions such as; Adjust Float, back office login, change the till location, close
till, no sale, manage petty cash.
d. Standalone POS: ​We are also going to have a standalone type POS which will
only be used for merchant who are on small scale.
e. Hospitality POS: ​The current described module is for the Retail industry, we
would also need the POS which will be used for the Hospitality industry as
well ( Salon, food chain, Restaurants, Bars etc)
Take a reference from here:
https://www.youtube.com/watch?v=lC8Eu027DNM
https://www.youtube.com/watch?v=RRK_Keex8SA

Accordingly all the modules will be created on both TILL and Admin side to
have it working for the Hospitality Industry.

f. Print Section: This section will allow the staff members to manage print
actions such as; Print current order, print previous order, print gift receipt​,
print any historic order receipt by selecting the order from the orders history.

g. Stock Section: This section will allow the user to perform stock related
activity from the POS interface, such as; stock lookup, send/add stock,
 Receive stock, stocktake.

i. Stock Lookup : The end user can have a look at the entire stock within
the Inventory from this section. All he/she needs to do is select the
store he wants to have a look at the stock, and then can have a look at
all the products within the store. Also the end user can search the
stock for any product by searching through the product name, brand
or barcode.

ii. Send/Add Stock : If the end user wants to send/add stock from one
location to another location, he can do the required by filling in the
required information within this section. The process starts by
mentioning “Transfer Products To” > “Selecting the specific reason for
the transfer > Adding the product which needs to be transferred and
then submit the request. The end user can also generate a print
receipt which will be showing all the stock movement details.

iii. Stock Movement Details : The end user can keep a track of all the
stock movements from this section. Selecting the movement type
(Sent/Received/Incomplete) > Movement Reason > Barcode (The
reference barcode for the associated stock movement) and then can
have a look at the complete details about that stock movement. The
end user can also filter the movements by dates.

iv. Stocktake : The end user can use this section to review the entire
stock within his store(s). The end user can do this by first creating a
stocktake list comprising of details for suppliers, categories and
brands. Based on the list, the system will be providing the end user
with a stocktake list to have a check that what should have been the
expected stock and remaining volume for every product. Based on the
same he can update the stock details with the associated reasons for
the discrepancies (if any).

h. Cloud Sync : ​Although the entire system will remain cloud synchronized with
every single changes, but still if the end user wants to make sure that the
changes are synchronized, the end user can just browse over the option for
cloud sync and the system will be synched as per all the changes.

i. Settings Section : This section will allow the staff members to manage various
settings for their POS systems. This section house the settings for Till,
peripherals, EOD report and, action buttons.
 i. Till Settings: In the till settings the user can manage settings like, print
receipt after each transaction, enable pay button, category tile size,
product tile size, live calculations use swipe cards for login methods,
etc.

ii. Peripherals Settings: This section allows the staff member to manage
settings such as; enable use of log-in swipe cards, open cash drawer
after each transaction, open cash drawer by printing, etc.

EOD report: This section allows the user to manage the parameters which will be included in
the report which is generated the end of the day. The parameters are: show sales
breakdown, print sales breakdown, show product breakdown, show employee breakdown,
print category breakdown, etc.

Step-6: Use support section to contact support, raise inquiry tickets, use
guides for printer setup, order supplies for inventory/store, or ask for remote
support from the support dept. Making sure that all of our client’s
subscribers remains satisfied with the services and keep their hopes high
with their ROI with us!

1. Contact Support : ​This section allows the user to use the guides provided from the
system owner for general issues, do a live chat with customer support executives
(We’ll be possibly counting on solutions provided by zendesk to provide a Chat
Support System for our customers, or can discuss about any other alternative down
the line while development), check system status (And check if the system got any
recent updates or if the system faced any downtime recently. All the updates shown
in this section can be raised by the system administrator panel), raise a ticket for an
issue or directly call the support for any help. To create/raise a ticket on the support
section, the user has to provide the following information (name, contact number,
email, ticket category etc).

2. Printer / Hardware Setup : This section will have the setup guides and documents,
which will help the user to easily setup the printer (or any related hardware to make
sure the system works smoothly as per the requirements). The setup guides are
available for android printer setup and iOS printer setup. The drivers for various
hardwares can also be provided along on this page.

3. Order Supplies : This section will allow the user to order supplies for their
store/inventory/business. To order supplies from this section, the user has to
provide information; Contact name, email, phone, what is needed.
 Additional Features As Discussed with Client;

1. Bank Association/Cluster User ​: This section will allow the super admin to
associate banks with their system (The super administrator will be having the
functionality to add/edit/remove/update details about any bank associate and once
the super admin adds any new bank associate, the associate will be provided with a
dedicated credential details so that he can log into the associated panel and review
all the details for which admin has granted access to the bank associate).

The associated banks can view the sales information of the customers on various
merchant outlets and then can use this information to send customized offers to the
customers based on their expenditure pattern and amount. The bank associates will
have a web login panel from where they can access the system, the information on
the basis of, customer location, customer expenditure pattern/behaviour, type of
products, duration of purchase, etc. When the user (Bank Associate) select the
desired parameters, the system will generate a list of customers which falls under
the filters applied by the bank associate. This list of customers will contain the
information associated to the various filters and the contact details of the customer
using which the banks can send the offers and promotions to the customers.
a. Bank associate process-
i. Super admin adds a bank associate
ii. Bank associate can now add any merchant by using options like;
1. Add new merchant
2. Sent invites
3. Accepted invites
4. Past merchants

b. Now while inviting the merchant, the bank associate can provide
i. Subscription package to the merchant (for free if he wants)
ii. Hardwares based on his requirements (providing some additional
discounts)
iii. Once the bank associate is done finalising the order details, he will
place a order on behalf of the merchant and will pay via stripe or
paypal to the super admin.
iv. Now a request will be sent to the super admin regarding the same
order, that any particular bank associate has initiated/paid a order for
a merchant . so the super admin will then ship the order (if contains
hardware) or can send the login creds and onboarding kit to the
merchant.

Now, consider the merchant has on boarded the pos system after getting referred
and initiated by the bank associate. The entire system will be working similar to the
 ideal system without any changes. But the bank associate on the backend will be
having an option to proxy login into his referred merchants account (But we will be
required to limit the permissions to view the details from a merchant account,
because disclosing his earnings and profits from different suppliers is not a good
thing).

2. Price Matching : This section will allow the super admin to search for a product
and compare the prices of the same products in various inventories existing on the
system. This will generate a price comparison report for a selected product. These
reports can be exported in xls formats as well.

3. Mobile Application for Customers : ​Every customer under the category of

Silver, Gold or Platinum (Or any customer as referenced by the admin) will be having
a certain number of reward points associated with them on the basis of their
purchase history with any merchant. Also, the merchants using the POS system will
be having the functionality to run promotional coupons / offers within their stores
and if they are running any promotions within their stores they will be surely
requiring a medium through which they can let there customers know what all offers
are going on with their favorite stores.

So we will be providing the customers a centralised mobile application through

which the customers can keep a track on all of the reward/loyalty points earned by
them after purchasing from a merchant. And for any new customer/user, he can just
browse the application to have a look at some hot deals which are going on in
nearby stores (based on the location, niche of stores and many more).

a. Feature List for Mobile Application (Customer login)

i. Login : ​The customer can log into the application using his registered
mobile number (Which he might have given to the merchants while
shopping from their stores). Once the mobile number is entered, the
application will authenticate the login by providing a OTP.

ii. Loyalty Rewards Earned : Once logged in, all the loyalty reward points
associated with that customer (Through the unique mobile number)
will be fetched and the customer will be able to have a look at all the
loyalty rewards he have in his account from a number of merchants.
NOTE : If the app user haven’t been a customer with any POS Partner
Merchant, than he won’t be able to have a look at this rewards
 earned section.

iii. Ongoing Promotions : ​Through this section, the app user (Customer /
Guest User) can browse through all the promotions which are
available currently within his preferred location. The app user can
have a look at all the promotional details from the merchants and
make a wise decision to get going and grab a deal before it ends. The
filters which can be available for the application users are;

1. Location : The app user can search for nearest stores with
ongoing promotions on the basis of a location filter. Like if any
user is present in the vicinity of times square NY, and wants to
see all the ongoing promotions (From the merchants using our
POS system). He can easily go through the application and set
the location to times square NY and see all the open stores
with offers. (The location can be from a minimum of 10 Meters
to 140 KMs)​.

2. Offers : The app user can filter out the stores based on the
offer % or $$ . If the app user wants to have a look at some
offers having minimum of 50% off, then he/she can select the
filter to be minimum 50% and the application will show all the
promotions which offer a minimum amount of 50% off with
their products.

iv. Notifications : ​The app user will be receiving notifications from all the
merchants he had made a purchase with. The notifications can be
about new offers which are being rolled out by the merchants. Also
the app user will be notified about the expiration time of the loyalty
rewards point he had earned (If there exist any expiration date for the
same).

v. Log Out : Button

NOTE : Any customer who has already made any purchase with a merchant, and have their
mobile number registered can login into the application. For any user who haven’t been a
customer with a partner merchant can Guest Login (No Login Required) into the application
and can go through all the ongoing promotion details around him.

Demo Account for Better Understanding:

URL: ​ ​http://www.eposnowhq.com/
Username:​ Ondoor 
Password:​ EposNow123! 

END OF DOCUMENT