InfoRETAIL by InfoCentralThe new era of Retail for Sage

• Established in Brisbane, Australia in 1986

• Australian Owned

• Australian Developed

• Retail Focused Support

• Retail Expertise

• Over 200 Years Experience

INFORETAIL – ABOUT US

INFOCENTRAL – VISION

InfoCentral’s vision is to be recognised as a valuable supporter of small and medium sized retailers by creating highly competitive and technically robust solutions. We will

achieve this by creating seamless integrations with the world’s leading ERP systems and work closely with the

respective reseller communities to deliver superior solutions in tune with the needs and requirements of the

end users.

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INFOCENTRAL – OUR VALUES

Our Values

Ethics &

Honesty

Building long term relations

hips

Protecting our

customers informatio

n

Continuous innovation & outside of the box thinking

Individual

Responsibility

Peter Brooks (LinkedIn Page)Founder and General Manager at InfoCentral Solutions, Peter has over 27 years experience in the design, development and growth of the Retail product. As a qualified accountant and software developer, Peter has a tremendous depth of understanding of the financial requirements of the retail industry along with the specialised skills to develop and grow the product.

Cheriece Johnson (LinkedIn Page)Manager of Retail Software & Online Solutions at InfoCentral, Cheriece has over 15 years experience in the retail industry and over 6 years’ experience managing a team of software developers, project managers and support personnel. Cheriece is also responsible for devising and managing the execution of the sales and marketing strategies of InfoCentral.

Nicholas Brooks (LinkedIn Page)IT Manager at InfoCentral Solutions and has been with the company for over 9 years. Nicholas has 12 years experience in developing commercial web based software and is also a major contributor to the success of the InfoCentral Financials and custom developed web application deployed at a Queensland Government department.

Bev Wood (LinkedIn Page)Business Development Manager at InfoCentral Solutions, Bev offers over 25 years experience in the Sage community across varying roles including business owner, consultant and sales manager. Her established relationships in target markets are key drivers for the growth of InfoRETAIL.

• Retail

• Restaurants & Hospitality

• Fashion & Jewellery

• Home & Giftwares

• Electronic & Lighting

• Mobile Vans

• Wineries & Bottle Shops

• White Goods & Furniture

INFORETAIL – VERTICAL SECTORS

INFOCENTRAL – THE SOLUTION

InfoCentral has created a retail solution not dictated by the confinements or limitations of a Sage 300 ERP architecture but one which honours the fundamental accounting and inventory best practices of Sage. This allows InfoCentral to provide retail specific features and functionality that beats all current competition within the Sage 300 ERP space.

We pride ourselves in delivering Tier 1 retail functionality to the small to mid market while remaining cost effective, and enabling efficient implementation without negatively impacting the business.

InfoRETAIL (Hosted at a Data

Centre or Local Install)

SAGE ERP(ERP Software)

InfoPOS(Remote location with

Single or Multiple POS’s)

eInfoPOS(Virtual Store/ecommerce)

InfoPDA (Stock Count & Transfers)

InfoPOS(Mobile table with

synchronisation to main POS)

RETAIL SUITE – ARCHITECTURE

InfoCentral’sPoint of Sale

for Sage

• Sales, Exchanges & Returns

• Gift Vouchers & Credit Notes

• Laybys/Layaways

• Gift Cards – Multi redemption, Top-up & linked to our Loyalty Program

• Discounts, Promotions, Multi-buys, Quantity Breaks & Price Overrides

• Quotes, Sales Orders & Sales Order Dispatch

• Inter Branch Transfers

• Purchase Order Receipting at POS & Sale Order Allocations

• Home Deliveries from the POS

INFORETAIL – KEY FEATURES

• Integrated or non-integrated EFTPOS – Compatible with PayWave & PayPass

• Touch screen Point of Sale & tablet compatible; with Windows OS

• Customize screens, fast keys & icons for individual locations

• Online & Offline ensuring zero downtime if internet connection is lost

• Set security & permission levels for each individual operator

• Available credit/balance lookup

• Multiple units of measure with unique unit of measure barcodes

• Item lookup, location balances & unlimited types of inventory adjustments

• Start, Interim & End of Day Counts for banking & float management

INFORETAIL – KEY FEATURES

• Unlimited tender types

• Create customers, record customers sales, customer specific promotions, pricing & discounts, customer details & notes

• Hold & Resume transactions & sales

• Organise home deliveries from the POS

• Statistic capture is user defined in the back office; this can be used to capture valuable information such as matters affecting trade ie Weather

• Near real time transactions into sage or batches

• Debtor & Non-debtor customers (Loyalty)

INFORETAIL – KEY FEATURES

sage.infocentral.com.au

• Refund requires authorization (optional)

• Ability to define return codes or reasons at Back Office

• Automatically create Inventory Adjustments or return to stock

• Returns policy can be printed on every sales docket

• Ability to complete a exchange in a single transaction

INFORETAIL – EXCHANGES & RETURNS

• Multiple search options including name, PLU & item code

• Ability to use look up to add items to a sale

• See full details of the item, such as; full description, pricing, quantity breaks, location balances & item images (optional)

• Create Inventory Adjustments to write stock off or record it’s usage

• Adjustment types defined by Back Office in simple user terminology & can automatically write stock off to a particular GL account

INFORETAIL – INVENTORY

• Buy multiple items from a particular group for a total price

• Buy any of these items in one group & receive an item from the second group at a specific price or discount

• Run Promotions on particular days of the week

• Manual Vs Automatic Promotions

• Allocate the expense of Promotions against a particular GL account or reduce sell price of the product

• Restrict by location and/or a specific customer group

• Show promotion as a separate line at POS & include promo description on docket

• Create a promo across multiple item groups that equal the one total regardless of items selected (1 item from G1, G2 & G3 = same total)

• Create a unit price for specific items

• Promotional messages/reminders for operators

INFORETAIL – MULTI-BUYS

• Customer loyalty levels with integration into multi-buys, discounts & promotions

• Loyalty points can be based on amount spent according to how it is set up in the back office; ie excluding/include particular products

• Loyalty points can based on quantities of items purchased according to how it is set up in the back office; ie excluding/include particular products

• Track, trace & report on customer buying patterns

INFORETAIL – LOYALTY CUSTOMER

• Defined by Back Office

• Can include Cash, EFTPOS, Credit Cards, Gift Vouchers, Loyalty Points, Cheques, Shopping Centre Vouchers & Promotions

• EFTPOS can be integrated or manual with ability to restrict maximum cash out

• Tenders can be flagged as revenue based & as bankable

• Tenders can be flagged as auto count to save time during the counting process

• Multiple tenders can be used in a single transaction

INFORETAIL – TENDERS

• Record the recipients details on the Gift Voucher

• Ability to create multiple voucher types

• Voucher lookup to view open vouchers or the full history of used vouchers

• At time of voucher redemption, the voucher can either be scanned or looked up

• Ability to define a default expiry date by voucher type

INFORETAIL – GIFT VOUCHERS

• Multi Redemption & Top-up Gift Card

• Multiple cards can be linked to a single balance

• Online real-time balances

• Added security of PIN codes

• Ability to link Gift Cards to Customers

• Multiple promotions on one card

• Redeem online via eInfoPOS

• Transfer balances between cards

INFORETAIL – GIFT CARDS

• Discount items by % or $, with authorization levels

• Discount whole sales

• Create discounts against items or item groups for a period of time for all, or selected, customers

• Record discount reason on docket (optional)

• Override the unit sell price

• Customer specific prices & overrides

• Quantity discounts with breakdown

INFORETAIL – DISCOUNTS & PRICES

Start & End of Day• Float in can be counted in, typed in or have a lock in &

out float with float variance warnings

• Unlimited interim counts can be completed throughout the day to ensure variances are kept to a minimum

• Cash is counted in quantity to reduce manual calculation errors & is on own its screen

• Expected count totals automatically include: • Float in• Proceeds from sales• Layby/Layaway payments/Refunds• Customer Payments• PayOUTs/Ins• Tips

• Reconciliation shows true count variance & is recorded with no manual entry required

INFORETAIL – START & END OF DAY

• Ability to create Quotes with an automatic expiry date & specific terms and conditions

• Ability to override prices & apply discounts to the Quote

• Quote can be accepted (converted into a Sales Order) at any time prior to the Quote expiry

• Ability to assign Quotes to a customer or cash customer

• Ability to print Quotes in multiple formats with Company terms & conditions

INFORETAIL – QUOTES

• Convert a Sale into a Sales Order with a click of a button

• A Sales Order can be processed at any location, including the warehouse/Back Office

• Order payments can be made at any stage

• Sales Orders can be partially dispatched

• Sales Orders also carry an expiry date

• Sales Order payments can be refunded if a Sales Order is cancelled

• Integrated into Customer Loyalty & Membership Program & Home Deliveries

INFORETAIL – SALES ORDERS

• Inter-branch transfers can be created by either Back Office or the POS

• Inter-branch transfer reports print from both the Head Office & POS

• Inter-branch transfers are managed & reconciled in Goods in Transit

• Use templates for regular product transfers

• Mark Locations to auto receipt transfers IN & OUT

• Blind Transfers IN that require two identical counts for items that match

• Immediate, fast Inter-branch transfers using only the barcode & scanners

INFORETAIL – INTER-BRANCH TRANSFER

• Ability to make Layby/Layaway payments at any location

• Record Layby/Layaway terms & expiry on the docket

• Set a minimum deposit

• Review a full history of payments made on the Layby/Layaway

• Ability to cancel the Layby/Layaway to retain and/or return amounts paid

• Record or update customers details - even if they are not a existing customer

INFORETAIL – LAYBY/LAYAWAYS

• Multiple delivery methods

• Define delivery times & dates right down to item level

• Status on delivery line items

• Automatic freight calculation

• Print reports & delivery run sheets

• Integrated into Sales Orders & Customer Loyalty & Membership Program

INFORETAIL – HOME DELIVERIES

• Hold & fire orders on demand to predefined production areas

• Transfer orders from table to table with ease

• Add order preferences & modifiers to capture customer requests

• Recording of tips & tip management

• Separate orders by course

• Customizable screen layouts with the ability to handle multiple menus

• Integrates with Home Deliveries

INFORETAIL – TABLE SERVICE

• Retrieve Sage Purchase Orders

• Receipt items at POS

• Allow for near real time updates

• Account for variances in Cost & Quantity

• Immediately have items available for sale

• Allocate receipted items to particular Sales Orders

INFORETAIL – PURCHASE ORDER RECEIPTS

• Streamline your sales process with industry specific marketing collateral, virtual machines & use our price calculator to realise your earning potential & prepare sales proposals

• Comprehensive training videos & documentation to aid & support your customer base

• Step by step informative, voice over screen casts to highlight the key features of InfoRETAIL

• A central location to securely manage your customers information - anywhere, anytime

INFORETAIL – PARTNER PORTAL

InfoRETAIL for Sage

(Back Office & Translation layer)

SAGE 300 ERP(ERP Software)

InfoPOS(Point Of Sale)

eInfoPOS(ecommerce)

INFOCENTRAL RETAIL SUITE FOR SAGE

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Cash Sale

Cash Sale Transactions

Invoice Cash Book Receipt

Order Entry (OE-SO)AR Prepayment

(AR-PY)

Shipment (OE-SH)

Invoice (OE-IN) The amount of the AR prepayment will sit in the POS Clearing Bank account

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Order Entry (OE-SO)

Shipment (OE-SH)

Invoice (OE-IN)

Account Sale

Account Sale Transactions

Invoice

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Account Payment

Account Sale Payment

Cash Book Receipt

Accounts Receivable (AR-PY)

This may be allocated to an Invoice or not based on how the operator completed the payment

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Order Entry (OE-SO)

Shipment (OE-SH)

Invoice (OE-IN)

Gift Card Issue (sale) Transactions

Invoice

Gift Card Issue Transaction

The Gift Card is a sundry item that goes into a liability account

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Order Entry (OE-SO)

Shipment (OE-SH)

Invoice (OE-IN)

Gift Card Redeem Transactions at Sale

Invoice

Gift Card Redemption Transaction

Liability account not affected until shift update

Cash Book Receipt

AR Prepayment (AR-PY)

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Sales Order Entry

Sales Order Entry Transaction

Sales Order

Sales Order OE-SO

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Sales Order Payment

Sales Order Payment

Cash Book Receipt

AR Prepayment(AR-PY)

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Shift Reconciliation with Count Variance – Step 1/2

Cash Book Payment/s(for the amounts tendered by

tender)

Bank Entry/ies(CR – POS Clearing, DR – Bank transfer)

Cash Book Payment

(for the variance amount)

Bank Entry(CR – POS Clearing,

DR – POS variance account)

A bank entry is created for the total of each tender

A bank entry is created for the total of the Variance amount despite the tender

Sage 3

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Cash Book Receipt/s(for the amounts tendered

by tender)

Bank Entry/ies(CR – Bank Transfer,

DR – Bank)

A bank entry is created for the total of each tender

Shift Reconciliation with Count Variance – Step 2/2

Sage 3

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Shift Reconciliation with Gift Card Redemption– Step 1/2

Cash Book Payment/s(for the amounts tendered by

tender)

Bank Entry/ies(CR – POS Clearing, DR – Bank transfer)

Cash Book Payment (for the Gift Card redemption

amount)

Bank Entry(CR – POS Clearing,

DR – Gift Card Liability)

A bank entry is created for the total of each tender

A bank entry is created for the total of the Variance amount despite the tender

Sage 3

00

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PIn

foR

ETA

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Cash Book Receipt/s(for the amounts tendered

by tender)

Bank Entry/ies(CR – Bank Transfer,

DR – Bank)

A bank entry is created for the total of each tender

Shift Reconciliation with Gift Card Redemption– Step 2/2

Sage 3

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Inventory Adjustment

Inventory Adjustment

Inventory Adjustment

Internal Issues IC-IT

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Inter Branch Transfer

Inter-Branch Transfers

Inter-Branch Transfer

Stock Transfer IC-TF

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Purchase Order Receipt

Purchase Order Receipt

Purchase Order Receipt