Shoper 9 POS Single Store Implementation | Tally | Tally Chennai | Tally Web Interface

7/31/2019 Shoper 9 POS Single Store Implementation | Tally | Tally Chennai | Tally Web Interface

1/20

Tally Solutions Pvt. Ltd. All Rights Reserved 1

Shoper 9 POS

Single Store Implementation

October 2009


2/20


Objectives

Need for implementation

Phases of implementationo Presales

Product Demo Topicso Understanding Customer Requirementso Installation, Configuration and Testing

Install and Implement Shoper 9 Interface requirements

o End User Training Help and Support

o Post Implementation Activities

Aids for Implementationo Toolso Supporting documentso Product Support


3/20


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


4/20


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


5/20


Phases of implementation

Presales

Understanding Customer Requirements

Installation, Configuration and Testing

End User Training

Post Implementation Activities


6/20


Presales

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

o Meet with prospect, educate and create interestin Shoper 9

o Highlight Tally as a leading Software SolutionsProvider

o Understand prospects current businesspractices and processes

o Project Shoper 9 as a comprehensive product

solution to match requirements

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

o Discuss technical and commercials of the offer


7/20 Tally Solutions Pvt. Ltd. All Rights Reserved 7

Presales

o Arrange for a product demo highlightingimportant features

Define catalogues Use of different payment

modes to settle bills

Inward of stock items

through physical

verification, PT Files

loading (if applicable)

Record cancellations,

returns and exchange

Create purchases

(includes creation of POs)and subsequent inwards

of stock items using

PT, PDT files

Generate sales related

reports



Presales

Record Goods Returns Create cash receipts and

payments

Generate stock related

reports

Generating cash reports

Create bills, cash &

credit, product & service

Housekeeping activities-

Backup, Restore, DB

tuning, Temp files deletion

Create customers on fly Day close and Day begin

Other functionalities as discussed with customer

Ascertain demo feedback

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



Presales

o Communicate effort estimation forimplementation (Refer Effort Estimation Tooland Checklist for Single StoreImplementation.xls for effort estimation).Make changes to the effort/ list of activitiesbased on the customers requirement.

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



Presales

Additional points to be considered in this phase:

o Contact Tally Solutions for clarity when majorgaps exist between Shoper 9 features and

Customer requirements

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

Identify exact requirements

Communicate the scope of work

Provide the cost of customisation




Gather more information on customer

requirements using the document,Requirements Study and Configuration

Tool.Refer the document,How to use theRequirements Study and Configuration

Toolas a guide to use the questionnaire

Plan for the implementation after theanalysis of customer requirements

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

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




Install and Implement Shoper 9

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

o Check if the recommended hardware andsoftware are in place

o Agree on the Item Master classifications inconsultation with customer (Refer file, Help on

Item Master Mapping for more information)

o Use the standard business template and completeinstallation of Shoper 9




Install and Implement Shoper 9

o Configure the system parameters

o Perform activities mentioned in the activity list,

for example, configure printers, bill printing,define barcodes, etc.

o Activate Shoper 9 licence

o Finalise customisation requirements with

customer, if any




Interface Requirements

o Identify the interface requirements withTally.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 ofeffecting the interface with other softwareapplications like Tally.ERP 9, etc. starts.



End User Training

Provide initial training on required aspects/optionsof 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 existingstore)

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.



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 primarysupport 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 beextended to a chain store, if required



Post Implementation Activities

Take a sign-off (confirmation from the customerthat implementation has been completed) afterfilling the Effort Estimation Tool & Checklistfor Single Store Implementation.xls

Provide initial phone support to ensurecustomer is comfortable and confident with theuse of Shoper 9

Persuade the customer to sign the AnnualMaintenance Contract for continuous support

Equip the customer to troubleshoot problems atthe initial stage



Aids for Implementation

In the presentation, information was provided on:

o Tools

o Product Support

You can find more information in thedocument,

o Shoper 9 POS Single Store Implementation on the Partner Portal



Questions & Answers


20/20

Thank you

Shoper 9 POS Single Store Implementation | Tally | Tally Chennai | Tally Web Interface

Documents

Transcript of Shoper 9 POS Single Store Implementation | Tally | Tally Chennai | Tally Web Interface