Shoper 9 POS Single Store Implementation

October 2009

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Objectives
Need for implementation Phases of implementation o Presales Product Demo Topics o Understanding Customer Requirements o Installation, Configuration and Testing Install and Implement Shoper 9 Interface requirements o End User Training Help and Support o Post Implementation Activities

Aids for Implementation o Tools o Supporting documents o Product Support

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Introduction
A single store is a unit where the retail activity happens in a single physical location A successful Shoper 9 implementation ensures that the customer benefits from use of the product and also meets the business requirements Ensures the customer is able to track, monitor and improve the business activities This presentation outlines the entire process of implementation from the initial stage of presales till the installation of Shoper 9 and training the customer in

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

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Need for implementation

Analyse customers requirements Map customers requirements Use implementation tools for o Better interpretation of customer requirements o Faster implementation o Easier imparting of knowledge (training) o Ensuring a satisfied and happy customer

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Phases of implementation
Presales Understanding Customer Requirements

Installation, Configuration and Testing

End User Training Post Implementation Activities

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Presales
First phase of the activity to understand the business of the Store/Showroom o Meet with prospect, educate and create interest in Shoper 9 o Highlight Tally as a leading Software Solutions Provider o Understand prospects current business practices and processes o Project Shoper 9 as a comprehensive product solution to match requirements o Explain the capability of Shoper 9 to integrate with other applications (3rd party applications), like CRM, Tailoring software, ERP, etc. o Discuss technical and commercials of the offer
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Presales
o Arrange for a product demo highlighting important features

Define catalogues
Inward of stock items through physical verification, PT Files loading (if applicable) Create purchases (includes creation of POs) and subsequent inwards of stock items using PT, PDT files

Use of different payment modes to settle bills

Record cancellations, returns and exchange

Generate sales related reports

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Presales
Record Goods Returns Generate stock related reports Create cash receipts and payments Generating cash reports

Create bills, cash & Housekeeping activitiescredit, product & service Backup, Restore, DB tuning, Temp files deletion Create customers on fly Day close and Day begin

Other functionalities as discussed with customer

Ascertain demo feedback

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

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Presales
o Communicate effort estimation for implementation (Refer Effort Estimation Tool and Checklist for Single Store Implementation.xls for effort estimation). Make changes to the effort/ list of activities based on the customers requirement. o Agree with the customer on the final scope of work and its expectations.

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Presales
Additional points to be considered in this phase:
o Contact Tally Solutions for clarity when major gaps exist between Shoper 9 features and Customer requirements o Appraise the customer on customisations for meeting specific business needs, if required Identify exact requirements Communicate the scope of work Provide the cost of customisation

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Understanding Customer Requirements

Gather more information on customer requirements using the document, Requirements Study and Configuration Tool. Refer the document, How to use the Requirements Study and Configuration Tool as a guide to use the questionnaire Plan for the implementation after the analysis of customer requirements Contact Tally Solutions Pvt. Ltd., if the customer has specific requirements outside the current features of Shoper 9 All supporting documents needed during implementation will be made available with the implementation guide.

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Understanding Customer Requirements

Install and Implement Shoper 9 o Finalise implementation activity list (Refer file, Effort Estimation Tool and Checklist for Single Store Implementation.xls) o Check if the recommended hardware and software are in place o Agree on the Item Master classifications in consultation with customer (Refer file, Help on Item Master Mapping for more information) o Use the standard business template and complete installation of Shoper 9

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Understanding Customer Requirements

Install and Implement Shoper 9 o Configure the system parameters o Perform activities mentioned in the activity list, for example, configure printers, bill printing, define barcodes, etc. o Activate Shoper 9 licence o Finalise customisation requirements with customer, if any

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Understanding Customer Requirements

Interface Requirements o Identify the interface requirements with Tally.ERP 9 and other software, if any (Refer Interface of Shoper 9 with Tally.ERP 9.pdf) This activity may also happens after the product implementation. Then the actual process of effecting the interface with other software applications like Tally.ERP 9, etc. starts.

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End User Training

Provide initial training on required aspects/options of Shoper 9 in the lines of the presales demo The training consists of, o Defining catalogues o Barcodes printing & tags o Purchases, Inwards, Stock take (for existing store) o Day close and Day Open o Billing, Cash related transactions (if applicable), Reports, Housekeeping & Setup If the store plans to receive the master data electronically, the training will start from Purchase, Inwards phase.

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End User Training

Help and Support o Educate the customer about the use of: Shoper 9 Help file and documents on the website Tally Support Centre Control Centre Support by Partners - Role as a primary support person Annual Maintenance Contract Call Centre - L1 support Customisation and Extension framework Best practices in the use of Shoper 9 Implementation of Shoper 9 in a single store can be extended to a chain store, if required

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Post Implementation Activities

Take a sign-off (confirmation from the customer that implementation has been completed) after filling the Effort Estimation Tool & Checklist for Single Store Implementation.xls Provide initial phone support to ensure customer is comfortable and confident with the use of Shoper 9 Persuade the customer to sign the Annual Maintenance Contract for continuous support Equip the customer to troubleshoot problems at the initial stage

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Aids for Implementation

In the presentation, information was provided on: o Tools o Product Support You can find more information in the document, o Shoper 9 POS Single Store Implementation on the Partner Portal

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Questions & Answers

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Thank you

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