SMS V3 - Features at a Glance

Loss & Profit Analysis

Feature

Description

Margin

-We now show the margin on the product right into the price window.

-Future margin can be studied using the future batch

-You get prompt to recalculate the price when you change the target gross margin (TGM).

-Margin can be used to calculate package price and limited price.

Grouping Margin

You can now assign a general margin for sales made by open departments and sub departments. The system will generate a total cost and profit by adding together the general department profit and the specific item profit.

Margin Matrix

-Margin matrix by sub department and category.

-Price generation from margin directly from the price table, batches and customer contract pricing.

Cube

New cubes to study the item and margin

Forecasting

-Forecast can be entered for any future period and compared to the real sales.

-Forecast may be entered manually or using past movement.

-The system automatically calculate the price at forecast time and use it to calculate the forecast sales amount.

Flyer Analysis

Flyer analysis let you specify on what page of the flyer the item is located, you can enter forecasted quantity and get the forecasted margin.

Maintenance

Feature

Description

Data entry

You no longer need to enter the decimal point, the system assume 2 decimals.

Nutritional Information

You can now maintain the nutritional information from SMS and deploy it to the scales.

Split Code

Item can be linked together using a split code. The system will automatically maintain the inventory and synch cost.

Batches

-New batch types: Instore, redeem, general price, discount, bill back, general cost.

-We now store the old batch in a more effective way, that lets us look back in old batch instantly.

Item Search

All the screen were you can search item by their description now support a "internet style" search where it searchs all the words separately.

Utility Screen

-New utility screen from where you can do many routine tasks like deploy, labels, movement, etc.

Label

-A new label extract let you extract any upcoming events using the date. The system use the date to determine every item that will change between now and the date and build a recap screen where you can print labels by event type and aisle. You can also activate the information right from there and deploy it the register. This let you print label and activate printing aisle by aisle.

-New instant label that can print one item or all item in the browser.

-You can now choose any windows printer at runtime to print label.

PDA

A new feature in the PDA application will let you activate the price one by one as you put the label on the shelf. This let you put labels and change price right in the middle of the day while people are shopping. As soon as you put the label on the shelf, you activate the price by scanning the code on the label.

Security

You can require a user level to modify certain or all aspect of an item programming

Multi-Language

Alternate descriptions to support second language

Alternate Code

-Multiple alternate code with a main flag to specify the preferred code.

-You can now use the alternate code for selling in different format.

Like Code

-In batch management you can automatically add all items that are grouped together with the like code.

-Adding new items to a like code grouping is now easier with a list available from a double click.

-We also improve the HTML page item analysis by giving you an option to view sales are all items grouped by like code. Looking at the sales of the Ruffles BBQ is sometime needed for example but the sales of all Ruffles flavor is also a need that is now available.

New Batch Lookup

-New batch lookup form from header box, sorting options are available.

-Recall a batch easily from the header box list.

-Bring all items included in the batch from a button in the header box.

-By changing the date in your batch header, the system will suggest that you change all items included in that batch.

New Batch Type

New batch type include :

Future General Price - Future Instore - Future Redemption

Future General Cost - Future Cost Breaks - Future Bill Back

Future main - Future POS 

Point of Sale

Feature

Description

Searching

-A new item and customer lookup that can be used with a POS keyboard and that can be used to search using multiple criteria

-New flipchart let you search using any grouping field and description.

Review

A new review lookup function let you review sales from other terminals and reprint receipt.

Swiping card

There is a new option to be able to swipe card at any time while the cashier is ringing items

Volume Pricing

We now support volume pricing. You can program up to three level of quantity and the associated price. The volume price are entered in the same field as package price and limited price. A new method is used to switch between volume pricing mode or regular mode.

Linked Items

You can now configure the system so if you void an item which is linked to another, the system automatically void the linked item. This also apply to vendor coupon, if you void the item that validates the vendor coupon, the vendor coupon is automatically removed

Cashier Loan

We can now loan to multiple cashiers in one shot.

Customer

Automatic alternate customer code lookup

Best Price

Best price method will scan all levels and give the best price.

MICR

Improved MICR decoding that can decode 98% of the check out of the box.

Loyalty Lane

Complete integration with external point management third party like Givex/Loyalty lane

Coupons

Feature

Description

Matching

- All coupons are now matched with an item in the transaction

- Item cannot be voided without voiding the coupon

Coupon type

New coupon types: By X get Y Free, By X get Y percent off, Get Y off by pound etc...

Reward

- Electronic coupon reward can be to free the cheapest item

- Reward can also be to apply a percent discount of cheapest or selected item

- Reward can be given by unit or by weight

Operation

- Electronic coupon can now be subtracted from existing line in the transaction

- Coupon price can be final bundled price

- All offer can be given real time or printed for next visit

Operation

Feature

Description

Not for sale

Many item grids now offers the choice to remove the "Not for sale" item.

Inventory count

New feature to ease the physical count process like show me that is not count, item with negative on hand.

Buying

Allowance, discount and rebates are tracked in different totalizer depending on if the are "off invoice" or not

Back Order

Back order from selling and purchasing is now easier to setup:

-Managing BO from Purchasing now have a Flag in the cost table and number of days in the vendor table.

-Managing BO from Selling now have a Flag in the POS table and number of days in the customer table.

Account Receivable

Paying all invoice from one check is now feasible by entering the check amount and the system will match all old invoice until the amount of the check is reach.

Report

Feature

Description

Re-Calculation

The system automatically recalculate all the outdated report totals.

Costing System

Cost system can now be determine by item (last cost, average cost, database cost, etc)

Item Code

All item report can now print a choice of codes instead of the UPC code, you can choose between the following code: Alias, Alternate, Vendor)

Searching

You can now search for a report using keywords in the countless new reports (list)

Contextual Analysis

New contextual item analysis: margins, matrix, movements, batches.

New Section

A new revenue section gives you the amount in drawer before loan and pickups.

Customer Statement

Extract information from the electronic and put it on the customer statement. This can be use to show the detail Petrol purchase (liter, pump, odometer) on the statement. It can also be used to put the detail purchase of the customer on the statement. For example, in a case where a company use only one customer code in SMS for the whole company, you can still print the detail of what each individual have been purchasing.

SMSPRO Browser

The SMSPro browser can be used to filter item on the reports

Electronic Journal

Countless improvement to the EJ viewer

L_HTM

L_HTM was greatly improve for report creation (RPT).

New Reports

Feature

Description

Financial / Accounting

Totals Store Summary

Display safe balancing amount (Receive, Deposit, Short&over) by media and a summary of sales. CRITERIA: Period and Target

Financial / Operators

Bank Slip

Print a balancing transaction in a bank format slip. CRITERIA: Transaction number

Operator Negative Report

Display negative total by operator. All total are compare with the total sale to have a percentage perspective. Totals are: Coupons, Bottle, Refund, Training, Void, Void Trans. Void Prev. Trans and Short/Over CRITERIA: Date range and Target

Operator Function Report

Display function total by operator. All total are compare with the total sale to have a percentage perspective. Totals are: Item Disc., Global Disc.. Price Mod., Sales keyed, No Sales, Suspend Ord. Cancel Trans. CRITERIA: Date range and Target

Operator Function (EJ)

Display function total by operator, Information is coming from the EJ. Total are: Reprint Inv., Cash back on Debit, Trans. Empty, Limit, Taxes Inv., Manager Auth. CRITERIA: Date range and Target

Sub-Departments / Totals

Sub-Department by Department Detailed

Display sub department sale group by department. CRITERIA: Period, Department and Target

Sub-Departments / Items

Item Sales by Sub-Department 7 days

Display items sales on a 7 Days format. CRITERIA: Week ending, Sub-department, Target and Order.

Item Forecast by Sub-Department

Print all item that contain forecast number. A comparison with actual sales is also shown. CRITERIA: Period, Sub-Department and Target

Sub-Departments / Inventory

Inventory Value for a Date from Calculated EOW Group by Sub-Department

Display the inventory value using the cost in the database group by sub-department. CRITERIA: Period, Sub department and Target

Inventory Movement for a Date from Calculated EOW

Display the inventory for a specific date by taking the End Of Week value of the week before and adding all transaction back to that date. Item can be selected by a range of sub-department. CRITERIA: Period, Sub department and Target

Inventory Movement for a Period from Calculated EOW

Display the inventory for a specific date by taking the End Of Week value of the week before and adding all transaction back to that date. Item can be selected by a range of sub-department. CRITERIA: Period, Sub department, Price level and Target

Sub-Dept. Cost of Good by Item (Reg vs Promo)

Display sale separating regular sales from promotional sales. Make you schedule the Close Event from the scheduler. CRITERIA: Period, Category, Target and With or without costt

Item Cost of Goods Detailed by Sub-Dept.

Display the retail and cost value, profit in dollar and percent for a selectable range of sub-department. CRITERIA: Period, Sub-Department ,Target and Order

Item Cost of Goods Detailed by Sub-Dept. (Batch)

Display the retail and cost value, profit in dollar and percent for an old promotional batch. CRITERIA: Period, Sub-Department ,Batch, Target and Order

Sub-Departments / Lists

Price Catalog by Sub-department

List of items for a range of sub-department, a table of content is printed. CRITERIA: Sub-department, Price level, target

Future Price List by Sub-department

Display an active price list according to a future date. The list will take in consideration future batch and future events. The results will have a primary sort by sub-department. CRITERIA: Sub-department, Date, Price Level, Target and Order

Categories / Items

Item Sales by Category 7 Days

Display items sales on a 7 Days format. CRITERIA: Week ending, Category ,Target and Order.

Item Forecast by Category

Print all item that contain forecast number. A comparison with actual sales is also shown. CRITERIA: Period, Category and Target

Categories / Inventory

Category Cost of Good (Reg vs Promo)

Display sale separating regular sales from promotional sales. Make you schedule the Close Event from the scheduler. CRITERIA: Period, Category, Target and With or without cost

Category Cost of Good by Item (Reg vs Promo)

Display sale separating regular sales from promotional sales. Make you schedule the Close Event from the scheduler. CRITERIA: Period, Category, Target and With or without cost

Item Cost of Goods Detailed by Category

Display the retail and cost value, profit in dollar and percent for a selectable range of categories. CRITERIA: Period, Category and Target

Item Cost of Goods Detailed by Category (Batch)

Display the retail and cost value, profit in dollar and percent for an old promotional batch. CRITERIA: Period, Sub-Department ,Batch, Target and Order

Vendors / Items

Item Sales by Vendor 7 Days

Display items sales on a 7 Days format. CRITERIA: Week ending, Vendor ,Target and Order.

Item Forecast by Vendor

Print all item that contain forecast number. A comparison with actual sales is also shown. CRITERIA: Period, Vendor and Target

Item No Sale by Vendor

Display a list of item with no sale for a specific period. CRITERIA: Period, Vendor, Target and Order by

Vendors / Inventory

Item Cost of Goods Detailed by Vendor

Display the retail and cost value, profit in dollar and percent for a selectable range of vendors. CRITERIA: Period, Vendor, Target and Order.

Markdown by Vendor

Display vendor sales compare with the same sales at regular price group by vendor.. CRITERIA: Period, Vendor and Target

Item Markdown by Vendor

Display all items sales compare with the same sales at regular price. CRITERIA: Period, Vendor and Target

Vendor Invoice with Cost / GM

Display the invoice with cost information. You can use this report to compare with the physical invoice. Gross margin with the actual database retail price is available. CRITERIA: Period, Vendor, Document and Order

Inventory No Count by Vendor

Display all item that have no count for a particular period. CRITERIA: Period and Vendor

Others / Items

Item Sales 7 Days

Display items sales on a 7 Days format. CRITERIA: Week ending, Target and Order

Cost of Goods Detailed by Items

Display the retail and cost value, profit in dollar and percent for a selectable range of UPC. CRITERIA: Period, UPC, Target and Order.

Item Markdown

Item Markdown report CRITERIA: Period, Target, Department, Sub-department, Category, Family, Report code, Price level, Mix/Match, Vendor, Vendor code and UPC range

Price List by Kit

Display all items programmed in a Kit. CRITERIA: UPC, Target, Price level and Order

Price List by Like Code

Display all items programmed with a Like code. CRITERIA: Like Code, Target and Order

Item Attributes Report

List of items with major attributes status. CRITERIA: Department, Sub-department, Category, Family, Report code, Price level, Mix/Match, Vendor, Vendor code and UPC range

Customers / Totals

Customer Profitability Report

Display total buying at retail and at cost for a particular period (Need to send totalizer 8111 and 3 in report file CLT. System/Customer/POS Calculate: Cost=net/gross). CRITERIA: Period, Shopper level, Customer group, Target and Order

Customer Profitability by Transaction

Display total buying at retail and at cost. This report will show every transactions for the particular period (In report table for 8111 put CLT;TTL, in detail file put CLT) CRITERIA: Period, Shopper level, Customer group, Customer, Target and Order

Customer Periodic Profitability Report

Display total buying at retail and at cost for a particular period setup in your PERIOD table. (Totalizer 8111 and 3 in report file CLT. System/Customer/POS Calculate: Cost=net/gross). CRITERIA: Period, Shopper level, Customer group, Target and Order

Customers / Accounts

Statement by Strict Matching

Display statement based on strict matching. CRITERIA: Date, Customer range

Age of Accounts by Month

This report displays the age of accounts based on the range of selected customers. This report show 30 - 60 - 90 days aging.. CRITERIA: Period, Customer, Group

Age of Account by Week

This report displays the age of accounts based on the range of selected customers. Selecting a date changes the ending date of the analysis. CRITERIA: Date, Customer and Order

Verification Account Receivable Historic

Print an historic of all charge and all payment. Will also validate that the calculated balance was calculated correctly. CRITERIA: Customer

Customers / Lists

List of Layaways

Display list of layaways outstanding with the amount, deposit and balance. CRITERIA: Customer and Target

List of Layaways with Items

Display list of layaways outstanding with the amount, deposit and balance. All item on each layaways are also shown CRITERIA: Customer and Target

Items on Layaways

List items that are on layaways. CRITERIA: Customer and Target

Multi Store

Feature

Description

Communication

You can now give priority to your target when you use deploy by exception.

Ownership

Version 3 introduce a concept of ownership to determine who is in charge of maintaining items. The head office and stores can be responsible to maintain certain item with no risk of getting overridden.

Store

When then store are modifying the item, you can bring this back to the ho as instore batches to study what was done and merge it to the host database.

Importing

One the the biggest feature of version 3 is the new way of importing data. We used to import data in what we call "External batch"; The data is now being merged in the "Instore batches". This gives us much more editing, reporting, labeling capability. We can now modify most of the item database using batches (main item, POS information, etc).

Item Event Check

You can now see all the changes coming from the outside by date using the "Item event check" menu.

Message Diagnostic

(Checksum)

The verification between the SIL file import and the database amount is now available in 2 modes: Total mode and Detailed mode. Detailed mode will give you the information by store or by lane for more specific research. We also improve the GT verification to search in the database to find the day before GT and by subtracting the current GT, we can now have theoric total sale for verification.

Warehouse

Feature

Description

Special order

Item can be programmed for special order. When they are sold, they are automatically added to the special order list and you can later grab all the special order in a purchase order.

Selling format

You can now attach an item alternate code to a selling format. So if you scan a case, it will sell a case of the item, and if you scan the unit barcode, it will sell a unit size of the same item.

Speed entry

We have a new speed entry screen for sale ordering.

History

We have new grids that show the customer purchase history. The history also remember in what format the item was sold at the time.

Importing

Importing over an existing sale order to re-adjust the quantity

Petrol

Feature

Description

Petrol

Support Petrol tank monitoring

Security

Feature

Description

Encryption

-The card information is now masked or encrypted using a 128 bit key.

-All the logging information is saved in the same directory which can be secured or encrypted.

Windows

-SMS uses a central Windows service to receive and store all logging from every applications.

-Support all latest Microsoft security patches natively.