Retailers - Eurosoft Computer Systems Ltd.

www.eurocompsys.ie
Presents EasyRetail – the complete retail management
software solution for:
Retailers
Touch-screen EPOS
Wireless Stores Control
Shelf-edge Labels
e-Commerce
Featuring:
Touch-screen EPOS
Deposit Sales
Club Accounts
Gift Vouchers
Sales Orders Quotations Delivery Scheduling Product Images
Trade Accounts
Statements
Stock Control
Dual Currency
Post Code lookup
Stores Control using wireless scanners
Purchase Orders and Stock Returns
Service & Repairs Module
Fully Integrated Website, Online Store & E-commerce Solution
WEEE Compliance
Report Writer Module
Box Labels
Mail-shot Module
Shelf-edge Labels
Letter Writer Module
Customer/Supplier Communications Log
Integration with Sage Line50 Accounts Software
and a whole lot more…………….…
F6 Nutgrove Office Park, Rathfarnham, Dublin 14, Ireland. Ph. 01-2967444, Fax 01-2967445 mail: sales@eurocompsys.ie
CONTENTS:
Page
EuroSoft – who we are….
Why EasyRetail is a seriously good investment for your retail business
EasyRetail’s Touch-screen EPOS speeds up sales transaction entry
Sell Online 24/7 with our integrated e-Commerce solution
Design and Print your own in-store colour shelf-edge labels and price tickets with TicketWriter XP
EasyRetail’s Product image display functionality
Overview of EasyRetail
Management Reporting Options
Modules List
EPOS Module
Stock Control Module
Stores Control using wireless scanners
Customer Module
Mail Shot Production
Supplier Module – Purchase Orders and Stock Returns
Sage Line 50 Link Module (optional)
Letter Writer Module
e-Commerce Module (optional)
TicketWriter Link Module (optional)
Service and Repairs Module (optional)
Retail client case study 1 – Hogans Toymaster (Clonmel)
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F6 Nutgrove Office Park, Rathfarnham, Dublin 14, Ireland. Ph. 01-2967444, Fax 01-2967445 mail: sales@eurocompsys.ie
EuroSoft – who we are……
We are specialists in the provision of affordable EPOS,
stock control and accounting solutions to retailers in the
Republic and Northern Ireland. With over 20 years
accumulated experience implementing retail enterprise
management systems, we have that vital understanding and
insight into what retailers are looking to get from their IT
systems. We make the job of putting in a new retail
management system a much less painful experience for
shop owners because our tried and trusted implementation procedures are designed around the unique organisational
requirements of the small and medium sized retailer. Our prices for software, hardware, implementation and support
are at the lower end of the scale because experience has taught us that in a small and competitive market like the one
we operate in, below average selling prices combined with excellent service and recommendations from our existing
retailer clients are a winning combination in terms of securing new customers. There are plenty of EPOS software
vendors out there quoting “phone number prices”, but that is not our way. Being a small business, we know only too
well how important it is to secure the best prices on capital investments and on-going services.
One of the main reasons why we are so successful in the retail software market is because we plough most of our
profit back into development. We are constantly upgrading our software to keep it at the forefront and make it stand
out from the competition. We issue at least two major software upgrades to our clients each year, which guarantees
that their systems are kept modernised and in tune with market developments. The improvements we make to our
system are drawn mainly from our “EasyRetail Wish List”, which contains all the wishes, suggestions and
recommendations we receive from clients, prospects and our own developers. Every wish we receive is treated with
the respect it deserves; we look at the merits of every suggestion and prioritise it accordingly. Having our own inhouse development team puts us in the favourable position of being able to tailor the system to suit any client’s
requirements; we change our software so that you don’t have to change your way of doing business.
Given that our success as a provider of retail management solutions is very much dependent on the quality of backup
service we give to our existing clients, we leave nothing to chance where support is concerned. Support is provided
round the clock seven days a week (mobile phone support is provided outside normal office hours). We provide
remote support using the Internet across standard broadband lines, which gives us full access to our client’s systems.
EasyRetail – head and shoulders above the rest..……
Our retail enterprise management system is an outstanding package that is streets ahead of its nearest competitors in
terms of design, look and feel, integration, features, functionality, robustness, speed, management reporting, and
overall user friendliness. EasyRetail is a MicroSoft application, developed as it is using Visual Basic, Access and
SQL: which are all MicroSoft products. The EasyRetail database is accessible to any MicroSoft application including
Excel, Access and Word. This, along with the standard EasyRetail report library containing literally hundreds of
management reports, gives our users full access and control over reporting, allowing them to extract and analyse their
data in whatever way they need to using MicroSoft office productivity software and third party report generation
applications such as Gladstone Report Writer (see page 10). As management information is the precious fuel that
keeps a business working and growing, you can always depend on your EasyRetail system to provide the information
you need to manage your business better, letting you know how well your business is performing in terms of stock
holding, costs, sales, revenue and profits.
EasyRetail has all the modules you need to fully manage your retail enterprise including touch-screen EPOS, stock
control, wireless scanning in the stores, purchasing, supplier returns, deposit sales, in-store gift voucher management,
trade debtors, price and shelf-edge label printing, product image display, direct marketing, service and repairs,
integrated on-line store with e-Commerce, rentals, web conferencing etc. You can take our word for it - because we
make it our business to know - that you won’t find another competitively priced retail management system suited to
the small and medium sized retailer that is as feature-rich and as well developed and supported as our EasyRetail
system.
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F6 Nutgrove Office Park, Rathfarnham, Dublin 14, Ireland. Ph. 01-2967444, Fax 01-2967445 mail: sales@eurocompsys.ie
EasyRetail is a good investment for your retail
business……
Here are the major reasons why EasyRetail is a seriously good investment for your retail business:
Speeds up customer service at the sales counter (fast-touch EPOS).
Controls your stock – maintaining stock at optimum levels saves you money.
Manages your deposit and club sale accounts - no more scribbling notes in deposit books.
Manages your stock purchasing and goods-in procedures - if all stock
purchases start off as a PO then that makes it easier to track goods
coming into the stores and reduces the potential for mistakes when it
comes time to reconcile the delivery note to the supplier’s invoice.
Tracks stock returns to suppliers for credit/replacement - wave goodbye
to your old returns books and dockets.
Wireless scanning system in the stores saves time and money, and aids
in the prevention of stock “disappearing” inexplicably..
Service and repairs module (optional extra) manages your chargeable
and warranty workshop and third-party repairs.
Gives you software tools to design and print your own price and shelf-edge
labels, saving the money you would normally spend on pre-printed labels.
Allows you to selectively mail shot your existing customers, which generates
vital added-value business at minimum cost.
Provides your business with an online Internet shopping site (optional extra) integrated
with your EasyRetail stock, customer and sales modules. An online store generates
extra profit that doesn’t get eaten up by the normal “brick & mortar” overheads.
EasyRetail’s impressive reporting suite will provide you with vital management
information on sales, costs, profits, commissions, overdue debtors, stock levels
and values, helping you to keep a very close eye on where you can cut costs
and increase sales to make more profit.
The integrated email facility will save you a small fortune on stationary
and postage costs.
EasyRetail’s communications logging system will help you keep track of emails,
letters, documents, mail shots and conversations - very useful for keeping an
on-line record of communications with suppliers, prospects, clients, debtors etc.
If your business is based near the border then EasyRetail’s dual currency
conversion feature will help speed up sales and reduce conversion errors.
Manages customer collections, deliveries and C.O.Ds.
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F6 Nutgrove Office Park, Rathfarnham, Dublin 14, Ireland. Ph. 01-2967444, Fax 01-2967445 mail: sales@eurocompsys.ie
EasyRetail’s Touch-screen EPOS
The EasyRetail EPOS
module is touch screen
operable. Large colour
coded touch buttons and
pop-up software keypads are
an integral feature of this
superb module, allowing
sales and payment
transactions to be entered
speedily and accurately
using touch keys.
EuroSoft are one of only a
small number of agents in
Ireland that have been
appointed to sell the
PosLigne range of ubermodern colour-coded touch
monitors.
Touch-screen EPOS module main screen
Now is the time to replace your EPOS PC’s tired looking monitor with a sleek and colourful
PosLigne touch-screen LCD unit and speed up transaction entry at the point-of-sale.
8 different case colour
shades allowing you to
match the terminal to your
shop’s decor.
Touch screen Terminal
plugs into a USB port on
your PC for easy set up
and connection.
15 inch model = € 550
which includes shipping
and assistance with set up.
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F6 Nutgrove Office Park, Rathfarnham, Dublin 14, Ireland. Ph. 01-2967444, Fax 01-2967445 mail: sales@eurocompsys.ie
all day, every day, using our e-Commerce
solution
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Advertise your
company and products
to a much wider
audience and expand
your business in a
serious way by opening
your own online store
courtesy of our superb
eCommerce solution.
Setting up your own
Internet shopping site
is a highly effective way
of increasing sales and
is considerably less
costly to set up than it
would be to open
another shop. An online store will net you
more pocketable profit
because it doesn’t get
eaten away by the
traditional “bricks and
mortar” overheads.
We can provide you with a highly effective information only brochure type website or a full-blown
eCommerce solution which includes a custom designed website, server hosting, web engine updating,
annual maintenance and integrated on-line shopping cart. The brochure website can be up and running
within a few days, as it requires very little customisation, however, an eCommerce solution would take us a
little bit longer to develop as it will be custom designed to suit your exact web commerce requirements.
Incorporated within both the brochure website and the full eCommerce solution is the EasyRetail
Web Catalogue, which allows you to maintain additional text fields, price/discount fields, navigation
controls and images for products that get uploaded to the website. The eCommerce Import/Export
module is another a component of the eCommerce solution and this bit of software uploads the
product data to the website and downloads any new sales to the EasyRetail sales orders module. The
upload and download processes are run automatically at timed intervals.
With the e-commerce solution in place, sales transactions generated by your website are automatically
imported into EasyRetail as “Web” sales orders which can then be picked, packaged and despatched.
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F6 Nutgrove Office Park, Rathfarnham, Dublin 14, Ireland. Ph. 01-2967444, Fax 01-2967445 mail: sales@eurocompsys.ie
Design and print your own in-store price display
tickets using TicketWriter XP
TicketWriter XP Prelude can be integrated with your EasyRetail system allowing product data
from the stock databases, such as model numbers, descriptions, makes and prices, to be merged into your
price display tickets as they are being printed. Allied to your EasyRetail system and a standard inkjet or
laser printer, TicketWriter offers you a straightforward and highly cost-effective integrated solution for
designing and printing your own in-store shelf edge labels, tickets, in-store promotions, ad-hoc signs or any
other in-store printing requirement.
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F6 Nutgrove Office Park, Rathfarnham, Dublin 14, Ireland. Ph. 01-2967444, Fax 01-2967445 mail: sales@eurocompsys.ie
EasyRetail’s Product Image Display Functionality
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The option to display an image of a product is a feature of the
product search and sales transaction entry routines
In the new touch-screen
compatible product
enquiry/search screen the
product image will be
displayed if the user clicks on
the “Image” key whilst the
item is highlighted in the
selected items list. The Jpeg
image file, which must be
stored somewhere on the
network, is retrieved using the
path name specified in the
“Image[3]” window tab on
the product maintenance
screen.
Product images can be captured from websites and electronic catalogues and saved as
“.Jpeg” files using Microsoft Paint. Once the image is captured and saved to your hard
disk its path name can be entered in the “Image[3]” tab of the product record, as illustrated in
the figure at right:
Action buttons allowing the
image of a product to be
displayed have been inserted
into the EPOS and sales
modules (version 3.38) so
that EPOS till operators can
view the image as they are
entering a stock line, as
shown in the figure at left.
This allows the cashier to
visually confirm that the
product code selected is the
correct one.
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F6 Nutgrove Office Park, Rathfarnham, Dublin 14, Ireland. Ph. 01-2967444, Fax 01-2967445 mail: sales@eurocompsys.ie
EasyRetail – an overview
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Installed in over 100 retail
outlets around Ireland
Runs on standard PC’s and
EPOS touch-screen terminals
running Windows 2000, XP
Pro and Vista Business.
Remote shop/store locations in
a multi-branch operation
connect online to the main
file-server using standard
ADSL broadband lines
Central stock and customer database for all shops/stores in the chain
Home-office PC’s can connect online to system across a standard broadband line
Users can e-mail documents and reports straight from EasyRetail
EPOS Module is touch-screen or keyboard/mouse operable
Supports all makes and models of receipt printers, flatbed printers, bar code scanners,
touch-screen terminals and cash drawers
Reports can be printed, previewed, e-mailed, exported and saved as PDF files
Prints in-store barcoded price labels for products
Developed using MicroSoft Visual Basic and ACCESS
EasyRetail file tables can be opened using MicroSoft ACCESS
File tables can be exported to EXCEL via the “Export” feature of ACCESS
In-house reports can be constructed by users familiar with ACCESS queries and report
creation, Excel, Crystal Report Writer and Gladstone Report Writer
EasyRetail integrates with the creditor, bank and nominal ledgers in Sage Line50
Complaint with the WEEE Directive on recycling electrical goods
Handles dual currency trading (euro and sterling)
Customer look-up by postcode (Northern Ireland users only)
Integrates with TicketWriter Prelude shelf-edge label design software
Fully integrated eCommerce solution available which includes a custom designed
online store website, server hosting, data protection and search engine registration
Stores Control module available for users that would like to do their stock checking
and goods-in procedures using wireless scanners
Optional In-house Finance module to manage in-store finance/HP/credit agreements
Optional Rental agreement management module
Optional Repairs and installations module
Training mode login feature allows a copy of the live system to be used for training
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F6 Nutgrove Office Park, Rathfarnham, Dublin 14, Ireland. Ph. 01-2967444, Fax 01-2967445 mail: sales@eurocompsys.ie
Management Reporting Options
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EasyRetail has
literally hundreds of
standard reports to
cover every
management reporting
requirement that
might arise.
The standard reporting
library has its own
security system to
prevent unauthorised
access to confidential
information.
Reports can be
previewed, printed,
emailed and saved as
PDF files.
Most sales and stock
reports can also be
exported to EXCEL.
Bespoke Report Design using ACCESS & EXCEL
Because the EasyRetail database is
stored in MicroSoft ACCESS, that
makes it extremely easy for anyone
familiar with ACCESS or EXCEL to
create their own reports or export files.
Training on Access and Excel is widely
available either from training houses or
books and CDs, so users with an
interest in this area won’t have any
difficulty obtaining the necessary
knowledge and expertise.
Open any EasyRetail file table
in Access and export it to
Excel.
Use the report creation wizards
and query features of Access to
create your own reports.
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F6 Nutgrove Office Park, Rathfarnham, Dublin 14, Ireland. Ph. 01-2967444, Fax 01-2967445 mail: sales@eurocompsys.ie
Bespoke Report Design using 3rd Party Software
EasyRetail users that would prefer to use a more userfriendly wizard type report design package will find a
number of such applications on the Internet. One of the
better ones is “Gladstone Report Writer” from Gladstone
Solutions Ltd. Novice report designers will find
Gladstone’s 5-step report design wizard a godsend.
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F6 Nutgrove Office Park, Rathfarnham, Dublin 14, Ireland. Ph. 01-2967444, Fax 01-2967445 mail: sales@eurocompsys.ie
EasyRetail Modules
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EPOS & Sales Module – handles your front counter EPOS and back-office sales
and payment transaction processing
Stock Control Module – has all the software tools you require to control and track
your single or multi-location stock holding
Stores Control Module (optional) – gives you the tools you need to manage
your stock remotely from the main computer system using portable data terminals
Customer Module – all new customers are automatically saved to the customer
database and existing customer information is available to all other modules
Mailshot Module – lets you mine your customer database to generate targeted or
non-targeted mailshot letters, labels and WORD/ACCESS compatible merge files
Supplier Module – manages your supplier details, purchase orders and goods that
have been returned to suppliers for credit or replacement.
Sage Line50 Link Module (optional) – lets you post across your EasyRetail
financial data into any version of the Sage Line50 accounts solution
Letter Writer Module – lets you create any kind of letter into which you can
merge data from the EasyRetail database. Use it to create your own debtor, reminder
and mailshot letters.
eCommerce Module (optional) – a fully integrated and secure custom designed
web site and online trading solution that allows you to maintain your website relevant
product data in EasyRetail, which gets uploaded to your website at timed intervals,
and imports your web sales into the EasyRetail sales orders module.
TicketWriter Link Module (optional) – lets you merge data fields from your
product records into price display labels created within the TicketWriter program.
Service and Repairs Module (optional) – manages your chargeable and nonchargeable in-house and 3rd party service, repair and installation services
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F6 Nutgrove Office Park, Rathfarnham, Dublin 14, Ireland. Ph. 01-2967444, Fax 01-2967445 mail: sales@eurocompsys.ie
EPOS Module
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Fast Cash Sales entry:
only 5 Key/Touch
strokes to complete a
quick sale
Enter sales and
payment transactions
using touch-screen or
keyboard/mouse
Sales invoicing
Quotations
Sales Orders
COD Sales
Deposit sales
In-store Gift Voucher
sales
Club sales
Refunds
Credit Notes
Locate existing customers by part/full a/c no., card no., name, address & phone numbers.
Retrieve a customer’s name and address via their postcode (Northern Ireland)
Instant retrieval of products onto sale transaction using bar code scanners
Product search & selection by all major fields found on stock record
Stock item look-ups show stock levels in all locations
Option to reserve stock to customer and track reserved items
Option to sell an item not in stock and do a back-to-back purchase order with the relevant supplier
Automatic triggering of “low stock” and “out-of-stock” warning message to sales staff
Option to pick items from stock by serial number or enter/scan serial number at sale time
Option to enter a traded-in item against the sale of a new item and add it to trade-in stock
Option to enter line discount and sale discount as a percentage or value
Option to display product image in
EPOS Module and product look-up
routines
Receipt and/or A4 invoice printing
Prints trade and retail invoices and
delivery/installation dockets
Payment Card printing
Use in-store gift voucher/card credit
to fully or part pay a transaction
Allocate a special price or discount
band to a regular or trade customer
Customer “on stop” facility
Allows sales in both euro and
sterling
Comprehensive analysis reporting
on sales, profits and margins for any
time period
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F6 Nutgrove Office Park, Rathfarnham, Dublin 14, Ireland. Ph. 01-2967444, Fax 01-2967445 mail: sales@eurocompsys.ie
Stock Control Module
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Multi-location and multibranch stock management
Allows multiple bar codes
per product
Integrates with the
EasyRetail Stores Control
solution
Prints price labels with
barcodes
Up to 5 selling prices per
product
Free-type warranty
descriptions
Product classification by
Group, Sub-group, Make
and Supplier
Automatic insertion of WEEE recycling charges on sale transaction, where they apply.
Option to set a minimum stock level against a product which auto-triggers low stock warnings in the
sales modules and stock re-order reports
Allocate a specific VAT code to a product
Option to flag an item as discontinued and archive its history
“Summary” tab on product record (see next image ) shows sales for last 12 months in graph form
“Web Image” tab on product
maintenance screen allows a Jpeg
image of the item to be stored on the
product record
“Ticket” tab on holds extra price and
description fields that can be merged
into a shelf-edge label created in
TicketWriter XP
“Web Catalogue” tab holds additional
fields of information about the
product that can be uploaded to your
website
Gross margin calculator on cost price
Option to allocate serial numbers at
goods-in stage
Selling and cost price update routines
Stock adjustment routines
Stock transfer routines
Full movement history ledger
attached to each product shows all
movement types with drill down
Full suite of detailed and summary
sales, valuation, movement, re-order, stock take and price list reports.
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Stores Control using wireless scanners
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“We have to do a full stock check this
weekend”. An easy enough sentence to say you
might agree, but conducting a full paper-based
stock check and manually posting stock
adjustments afterwards is certainly no easy task!
Make your Stock Checking and Goods-in procedures a lot
easier with our superb EasyRetail Stores Control Solution
Retailers must perform stock checks to satisfy themselves that they aren’t losing money; they
need to know that their stock isn’t literally “walking out the door” (front or back) and that
customers are not getting more goods on delivery than what they paid for. The majority of
shop owners would like to perform regular stock takes but in most cases only one gets done
at the end of the retailer’s financial year for the purposes of valuing the stock.
Of course the big problem with doing regular stock checks is logistics i.e. time and
manpower. The retailer’s dilemma is how to conduct a stock take that is both quick and
painless so that the business doesn’t grind to a complete standstill whilst it is in progress.
Now for the good news: we can solve this dilemma because we have the perfect solution in
the form of our EasyRetail Stores Control Module, which is based round the rugged and
versatile Unitech HT-630 portable data terminal (PDT).
Delightfully easy to operate, the HT-630, with built-in laser bar code scanner and mobile
phone type keypad, alleviates the drudgery and hassle of doing stock-takes. The HT-630 is
designed to capture physical stock information quickly by scanning the product’s bar code
label. The EasyRetail stores control software will allow Multiple HT-630s to be used to
perform a stock check exercise however the majority of checks can be done using a single
PDT, as one HT-630 can store literally thousands of scans in its large memory storage.
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F6 Nutgrove Office Park, Rathfarnham, Dublin 14, Ireland. Ph. 01-2967444, Fax 01-2967445 mail: sales@eurocompsys.ie
When all the physical stock has been scanned, the quantity counts in the PDT’s are uploaded
into EasyRetail and “posted” to adjust the live stock balances. The EasyRetail Stores
Controller Module prints a variance report before the adjustments are posted and the posting
procedure automatically prints a list of the adjustments it has made. After the adjustments
are posted you can print a stock valuation report to obtain an accurate value of your physical
stock holding. You can e-mail a copy of the report to your accountant using your EasyRetail
e-mail system.
The EasyRetail Stores Control Module has another very useful string to its bow: a Goods-In
Module. This additional module is there to allow you to use your HT-630 to book new
stock received from suppliers into EasyRetail. The Goods-In Module, like the Stock Check
Module, is designed to take the drudgery out of booking in stock that has just arrived into
your shop or store. The Goods-In Module will update your In-stock balances and any
matching EasyRetail Purchase Order Transactions from the scans entered into the PDT’s.
Unitech HT-630 PDT Technical Overview:
4 Megabytes of RAM allows you to store thousands of scans before an upload to
EasyRetail is necessary
Easy-to-use mobile phone type Keypad
In-built button activated high-resolution laser bar code scanner
Safe drop from 1.3 Meters height
Communication Cradle that also re-charges the unit’s battery
Software modules for stock taking and goods-in procedures
Implementing a Stores Control System in your business:
The first step is to make sure that all your stock items are clearly
labelled with barcodes. Most products now come from the
manufacturer with an EAN barcode on the outer packaging,
however, you will nearly always have un-boxed display items
and other non-labelled products and these should be labelled
using in-store labels that you can print from EasyRetail. EasyRetail has two options for
printing in-store barcode labels: 1) you can print on A4 sheet AVERY labels using a
standard inkjet/laser printer or 2) print off thermal transfer labels using a Cognitive Blaster
Advantage label printer, which we supply.
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F6 Nutgrove Office Park, Rathfarnham, Dublin 14, Ireland. Ph. 01-2967444, Fax 01-2967445 mail: sales@eurocompsys.ie
The second step is to invest in a handheld portable data terminal (PDT) such
as the Unitech HT-630, which has an
in-built laser scanner. A HT-630 will
allow you to process stock check and
goods-in procedures in a fraction of the
time it would normally take to do the
same tasks manually using paper
records. PDT’s also eliminate those
silly, but often costly, clerical errors
caused by incorrectly writing down the
counted quantities on stock check
sheets and supplier despatch notes.
Bar coding all your stock and performing regular stock takes also helps to reduce the
problem of “missing stock” by sending a message to your employees and delivery personnel
that you have a safe and secure stock control system that can track the movement of every
item of stock that has come through your premises.
When stock is delivered from the supplier to your door, a PDT simplifies the receiving
process. You just scan the bar code on the box or the outer packaging and key in the
quantity you have received along with the supplier’s delivery note number and your own
purchase order reference. When all the receipted items have been recorded into the PDT you
just place the unit in the docking station and the Stores Control Module will import the scans
and update your stock levels and purchase order records.
The final step involved in implementing a proper PDT based stores control system is to
invest in our EasyRetail Stores Control Sub-system, which comprises the software modules
you need to operate the PDT’s, upload the scan transactions into EasyRetail and post the
transactions to the update your stock system.
Investing in a PDT based stores control system is not as
expensive as it was a few years ago. The retail prices for portable data terminals, laser
scanners and thermal label printers have come down dramatically in recent years:
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F6 Nutgrove Office Park, Rathfarnham, Dublin 14, Ireland. Ph. 01-2967444, Fax 01-2967445 mail: sales@eurocompsys.ie
Customer Module
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Customer account records can be
created manually within the
Customer Module or on-the-fly in
sales transaction entry
Manual or auto-generation of new
customer account numbers
Customer “Type” classification for
filtering and reporting
Assign loyalty card numbers to
account record to be picked up by
sales modules
Maintains turnover and sales points
on loyalty cards
“Mail Shot” flag on customer record can be ticked if customer gives permission to receive your
direct mail, emails, texts etc.
Flag customer as being “On stop” to prevent any new sales to customer at the point-of-sale
Option to set up a “Club” customer and enter payments on their account to build up a credit fund
Club account credit can be used in the sales modules to part or fully pay a transaction
Set up a “Gift Voucher/Gift Card” customer and enter gift voucher amount
Gift Voucher/Gift Card credit can be used in all the sales modules to part/full pay a transaction
Memo tab on customer record stores unlimited free-type text
History tab holds customer’s transaction history with drill-down to detail on each transaction
Extd tab allows you to store personal details on customer such as birth date, martial status, number
of children, occupation landlord, employer, bank account numbers, insurer etc.
Search button lets you locate a customer record by all the major lookup filter fields
Comm button displays a history of all
previous e-mail, phone, letter and mail
shot communications to the customer
(see screen image on right)
E-mail, letter and direct mail
communications are automatically
logged in customer’s “Comm” history
Details of conversations can be
manually logged in the Comm history
Use the “Documents” feature of
Comm to dynamically create, print and
log an e-mail or a letter to the selected
customer
Statement Printing for debtor accounts
Aged Debtors reporting (summary and
detailed) by customer and sales person.
Sales analysis reporting by customer
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Mail Shot Production
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The EasyRetail Mailshot Module gives you the software tools you need to create a
targeted mailing list. You can merge your mailing list with a letter created by the
EasyRetail Letter Writer Module and either print or email it directly from the system
or export the mailing list as a Comma Separated Variable (CSV) file. Most thirdparty software applications, including Microsoft WORD, will let you mail-merge from
a CSV file. Direct mail service companies will also accept a CSV file containing a list
of target customers.
Select target customers by single or multiple
criteria including e-mail address, customer
type, turnover value, single purchase value,
date account opened, town, county, postcode,
country, etc.
Filter target customers by their purchase history
including date of sale, product group, product
sub-group, item make and model number
Refine selection using “and”, “or”, “include”
and “exclude” expressions
When the filtering procedure is complete the selected target customers are displayed
on-screen in a grid for visual validation.
Individual customers can be deleted from the grid thereby excluding them from the
final mailing list
The details of the customers in the final mailing list can be merged into a direct mail
letter created within the Letter Writer Module and then bulk printed and/or e-mailed
directly from EasyRetail.
Mailing labels can also be printed for the target customers
The mailing list can be exported as a WORD compatible (CSV) mail-merge file
Details of any direct mail communication to a customer are automatically logged in
the customer’s COMM history.
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Supplier Module – Purchase Orders and Returns
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The EasyRetail Supplier Module has all the features you require to help you manage
your stock purchasing and goods returns procedures. Purchase order transactions
can be created for stock replenishment or to fulfil customer back orders. Purchase
orders can be printed and posted/faxed or emailed directly to the supplier. The
supplier’s part number can also be printed on the PO where this is a requirement.
When the goods arrive into your stores they can be booked against the PO manually or
electronically using a Unitech wireless scanner.
Goods that are returned to a supplier for credit or replacement can also be recorded
and processed allowing you to track your credit note and replacement entitlements.
Full Purchase Order Processing for stock
and non-stock orders
Raise purchase orders for customer back
orders.
Order stock for delivery to any branch or
location in the chain
Options to specify a required delivery date
for order and individual items
Unlimited free type text area on purchase
order for special notes or instructions
Purchase Orders can be printed or e-mailed
Option to show or suppress cost prices on printed purchase order
Optional allocation of serial numbers to items when receiving from a purchase order
Book in all goods from a purchase order as default and un-tick items not delivered
Option to print stock/price/barcode labels for stock received from a purchase order
Facility to reconcile supplier’s invoice to received purchase order and post reconciled
invoice to the appropriate supplier’s ledger account in Sage Line 50
Option to create a return transaction to supplier for faulty or damaged goods.
Repaired or replaced items can be returned to stock when they arrive. Credit notes
received for returned items can be posted to the supplier’s account in Sage Line 50.
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Sage Line50 Link Module (optional)
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EasyRetail has all the modules you need to completely manage your sales, stock,
debtors and purchasing, however if you require an integrated purchase ledger and
nominal ledger then you must have Line 50 accounts software. All versions and
variants of Line 50 are compatible with EasyRetail.
EasyRetail has a special “Sage Line50 Link Module” that takes care of posting the
relevant account, reference, description and financial data from EasyRetail transactions
to the Line 50 creditor and nominal ledgers.
Links EasyRetail to the nominal ledger,
bank accounts and creditors ledger in
Line50
Works with any version of Sage Line 50
Extracts all the relevant data from
EasyRetail transactions and posts them as
journal debits and credits to the
appropriate Line50 nominal ledger
accounts
Options for group posting by transaction date (daily account totals) or detailed posting
(individual transaction totals) by transaction reference
Multi-company and multi-site posting option
Option to post cost of sales values to the stock and profit & loss accounts
Facility to post deposit payments to a separate sales deposits control account
Each payment (tender) type can be allocated its own line50 bank account number and
flagged for group or detailed posting
Stock items can be allocated their own nominal ledger sales account where a
breakdown or an analysis of sales on the profit and loss report is required
Supplier invoices that have been reconciled to their corresponding EasyRetail
purchase order transactions are posted to the relevant supplier accounts in Line 50
Supplier credit notes that have been reconciled to their corresponding EasyRetail
return transactions are posted to the relevant supplier accounts.
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Letter Writer Module
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The Letter Writer Module is an integral part of the EasyRetail system and can be used
to construct any type of letter such as a direct mail merge letter, a payment reminder, a
cover note for a quotation, a letter to a supplier, an order acknowledgement, a “Come
in and collect” note to a repair customer, an overdue debtor’s letter etc. The Letter
Writer Module is like a simpler version of WordPad, so if you are already familiar
with how that program works then you will have no trouble learning how to use our
letter writer.
The Letter Writer Module is linked to the customer, supplier, repairs, rental and inhouse credit file tables allowing you to insert merge fields from those files into a letter.
These merge fields are then dynamically filled with the appropriate data values as the
letter is being printed. When the letter is printed, a record of it will be automatically
inserted into the customer or supplier’s COMM history.
Lets you create WORDPAD compatible letters
for any business scenario including mailshot
letters and flyers, quotation cover letters,
overdue debtors letters, rental payment
reminders, in-house credit payment reminders
etc.
Integrates with the Sales, Customer, In-house
Credit, Rental and Service database files for
document merging
Links to the EasyRetail MailShot Module for
bulk letter printing and e-mails
Letters created in Letter Writer can be
dynamically merged with fields from the
currently open customer or supplier using the
COMM function key on the customer and
supplier enquiry screens.
Letter Writer documents printed or E-mailed
via the COMM function are automatically
stored in the customer/supplier’s Comm history
where they can be reviewed and re-printed if
necessary.
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eCommerce Solution (On-line Store)
Safe and secure online store solution
linked to your EasyRetail back-office
system
Custom designed web-site to fit your
company’s business model
Securely hosted on our in-house servers
Verisign
consumer identity
protection certification
Credit Card payment details stored on
web transaction for subsequent backoffice processing
A “Web catalogue” tab on each product
record in EasyRetail lets you maintain
additional web fields, such as special
prices and discounts, bullet points,
navigation levels and images. This gives
you 100% in-house control over the
content on your website.
Automatic product and price
feeding to leading price
comparison sites such as
Kelkoo, Shopping.com and
Froogle. These feeds are
automatically generated
every night from the
EasyRetail database and
uploaded to the relevant
comparison site.
Product information is
automatically uploaded to your website at timed intervals so your customers can see
real time information. The upload/download process will also download any new
sales taken on the website and import them into EasyRetail as “Web” sales order
transactions, where they can be processed for despatch.
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TicketWriter Link Module (optional)
The TicketWriter Link Module integrates EasyRetail with the TicketWriter label
design software package from Laser Ticketing Ltd., a UK company. TicketWriter
merge files containing field data from selected product records, such as model
numbers, stock codes, prices, discounts and descriptions, created from within
EasyRetail, are automatically picked up by the TicketWriter system and merged into
the relevant label templates before the labels are printed.
Links EasyRetail product records to
TicketWriter Prelude shelf-edge label
and price ticket design software
Product data for price tickets is passed
to TicketWriter Prelude in CSV merge
files
Ticket maintenance screen on each
product lets you store additional details
regarding the product that are merged
into a label template designed within
TicketWriter
Includes up to five selling point fields
Current price and two previous price
fields
Room for two base line messages
button on product maintenance
screen automatically creates a
TicketWriter merge file when clicked
Option exists to create a batch merge
file for selected product groups, subgroups, makes and models.
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Service and Repairs Module (optional)
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The Service and Repairs Module looks after the logging and maintenance of all job
and project tasks including in-house repairs, third-party repairs, service, build-to-order
work and installations. Full integration between this module and the customer, sales
and stock modules enables information relating to customers, sales history and job
history to be selected and retrieved at the job entry stage. The system can handle all
job types including walk-in, warranty, maintenance, chargeable and non-chargeable.
Deposits can be taken and updated to the job record. A full record of parts used,
labour inputs and work descriptions can be logged against the job. Spare parts can be
taken from the EasyRetail stock system at the lower vat rate. When a chargeable job
is completed, a job invoice is printed automatically. Job payments can be entered in
the EPOS module or in the Service and Repairs Module.
Log a job quickly at the point-ofsale using the “Condensed Job
Entry” feature
Automatic fill-in of customer and
item details when a job is logged
against an existing customer, or an
historical sale or job record
Option to take a deposit payment
and print a deposit receipt
Job label, job estimate, job card
and job invoice printing and emailing
User-defined fields for job types,
job descriptions, repair types, job
status, engineers, condition, labour
etc.
Use specific notepad fields to make a detailed note of the condition of the item, as well
as accessories and loan items.
Option exists to record details of a return if item sent back to the supplier for repair
Facility to add parts to job and deduct parts from stock at the lower rate of VAT
Facility to add chargeable and non-chargeable labour items to job
Facility to specify work done, testing procedures and results
Option to record details of “Third Party” involvement
Use COMM function on job task bar to dynamically create mail merge letters and email communications to keep customer informed of job progress
Facility exists to print or e-mail a job-specific parts purchase order to supplier and
book in parts against the job when they are received
Option to record engineer, date and time details of visits and deliveries
Flag repaired item as “collected” when customer takes it away
Reporting options for WIP, engineer times, completions, un-paid jobs etc.
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RETAIL CLIENT CASE STUDY
HOGAN’S TOYMASTER
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