iVend Retail with SAP Business One Implementation series

CitiXsys Australia conducted a 5 day iVend Implementation webinar series from April 16th to 20th 2012 for CitiXsys partners and customers in South East Asia. The sessions were 3 hours each day with 2 breaks in between. In total there were 15 sessions of 1 hours each. The sessions were recorded, refurbished by our creative team, packed within 30-50 minutes each and made available below and also at http://www.youtube.com/citixsys/. Learn how to implement iVend Retail with SAP Business One in 5 Days, 3 session session per day of 30-50 minutes each. Implementation training on iVend Retail for SAP Business One consultants and iVend Retail consultants.

NOTE: These training sessions are only for iVend Retail with SAP Business One and not for other ERPs. Participants looking for iVend with SAP Retail, R/3 systems, other ERPs are requested to stay tuned at our youtube channel and blogs. If you need such information/ training at an earliest, please contact your nearest CitiXsys office.

Video 1 – Standard iVend Deployment Architecture

In this video, the standard iVend deployment architecture is discussed along with the variations in deployment that are supported by iVend. It goes on further to discuss the iVend Add-on installation and initial configuration. IVend add-on configuration also includes Retail Store setup within SAP Business One. The session concludes by discussing the iVend Integration and Replication services configuration.

Video 2 – Setting up iVend Retail & Configuration Requirements

This video demonstrates the configuration requirements before starting to use iVend Enterprise Management console for the first time. The video also demonstrates setting up the Retail store along with defining transaction number series within the management console. It also explains the configuration and use of Retail profile within iVend, highlighting various attributes available within Retail Profile. The video also explains defining iVend POS and mapping Hardware and Print Profile to the POS. The video concludes by demonstrating the employee and user creation along with their rights and profile assignment.

Video 3 – Payment Types & EOD process

This video demonstrates the various supported Payment types, including Gift Certificates and Store Credit (Refund Voucher) and their configuration within iVend and various attributes that can be configured for the payment types. It goes on further explaining the Master till setup and till creation functionality along with its usage on the iVend POS. The video concludes by demonstrating the EOD process.

Video 4 – Start of day process & Till usage

This video demonstrates the Start of day process and usage of Till on the POS. This is followed by explanation of POS transaction screen and carrying out basic sales transaction at the POS using Credit Card and viewing the sample receipt on the receipt simulator. It briefly explains the Product and Customer search screen along with the relevance of Sale and Item edit functionalities.

Video 5 – Sale Refund, Layby, Kitting

This video demonstrates the Sale refund functionality within iVend POS and issuing a Refund Voucher. Sales order capturing and booking advance payment followed by delivery (Fulfilment) is also demonstrated in this video. Generation of Sales Quotation and converting it into an order or cancellation is also demonstrated here along with the detailed LayBy functionality usage with multiple instalments. Cash Out, Expense capturing and manager override and multiple users on the same POS. This is concluded by demonstration of Kitting functionality.

Video 6 – SAP defined special prices, iVend Upsell, Alternate Product and Alternate UPC code (Barcode)

This video demonstrates the usage of SAP defined special prices within iVend POS along with iVend Promotions. It also demonstrates the iVend Upsell, Alternate Product and Alternate UPC code (Barcode) functionality. The session concludes by demonstrating the End of Day functionality.

Video 7 – New Store setup in SAP and iVend

The video starts with demonstrating the detailed steps for new store setup within SAP Business One and configuring the same within iVend Enterprise Management Console. The video goes further to demonstrate the data export and import functionality available within iVend Management Console.

Video 8 – Troubleshooting tips in iVend Integration or Replication issues

This video discusses various troubleshooting tips to address any iVend Integration or Replication issues encountered during day to day processing. The video demonstrates the usage of Integration and Replication Monitor along with Integration Failure Log window. It also demonstrates how to replace POS machines or store servers including SAP Business One server changeover as well as recovery from a Store Database crash.

Video 9 – Inventory Transactions, PO, GRPO, Stock Transfer & Receipt

This video demonstrates the Inventory Transactions from within iVend Management console by the stores. The transactions include Purchase Order and GRPO creation, stock transfer and stock receipts along with stock requisition. It also covers Goods issue and receipt followed by Stock take functionality. It also demonstrates the out of the box Item Label and Shelf Label report and other reports along with the use of Query Generator feature. The video also demonstrates the Report Manager feature in order to customise or create new reports in iVend.

Video 10 – H/w and S/w specification

This video discusses the iVend implementation process. Starting with the H/w and S/w specification documentation, it goes on with the discussion of recommended steps to be followed while implementing iVend at a client site.

Video 11 – License Manager & key iVend functionality

This video discusses key concepts required for effective learning of iVend functionality and the implementation process. It demonstrates the process of activating a license using Citixsys license manager. The video discusses the day to day useful processes like Day End or Day start, checking gift certificate balance, fulfilment types etc.

Video 12 – iVend Loyalty module, points accumulation

This video demonstrates and discusses various features available with the iVend Loyalty module. It also demonstrates how the loyalty process can be configured. It also demonstrates how the points accumulation can be defined within the loyalty module and its mapping against individual product or group of products.

Video 13 – iVend Accelerated Implementation Plan

This video demonstrates the recommended iVend implementation Project Plan and Blue Print definition and use of iVend Accelerated Implementation Plan. The video discusses, in detail, the iVend implementation Plan and various tasks and stages involved therein.

Video 14 – Implementation architecture, prerequisites & pitfalls

Please view Video 13 before this one. This video concludes the iVend implementation plan discussion started in the Video 13 and also discusses various pitfalls that the implementation team may encounter. It goes further with the discussion of implementation architecture and the prerequisites for a successful iVend implementation.

Video 15 – How to capture and map various customer requirements

This video discusses the iVend Accelerated Implementation Plan document, how to capture and map various clients requirements for iVend. Capturing client environment details, client implementation landscape and detailed iVend configuration details for initialisation are other details that are captured as part of this document.

Continuous Learning – A must for Successful Organizations

Recently I was talking to a few partners who created successful businesses selling CitiXsys products with SAP in their local geographies. I noticed that the most important aspect of their business success is also their biggest challenge – “User training”. A Retailer can have a world class ERP like SAP Business One, SAP Business All-in-One or similar products, with iVend Retail to streamline their Retail Operations. Customers with warehouses successfully implement Inventory Pro for their Inventory Management System with SAP Business One however the major challenge remains training the users who actually use the systems implemented for an agile function.

I have seen that every time a partner sells one of our products, he engages our consultant to train customer users. Larger partners have in-houses resources trained in CitiXsys products who in-turn impart training to the customer. This is not only expensive but also impractical at times. Getting all users in one room is a challenge. Not only this, but also the training resources need to block their calendar for individual training.

Considering all these aspects, we have developed e-learning lessons for all our products. These are very detailed training lessons hosted at http://learning.citixsys.com/. A partner can have their implementation & training consultants fully trained on our products. Customers can have their users undergo these online lessons at their own time and get fully acquainted with the system.

Business Growth Tool – E-learning is an essential tool for business growth. Employees need to be coached and their skill set must be upgraded on a continuous basis. If done correctly,this can produce great results by decreasing costs and improving performance. Unlike one time classroom session, online courses are available to every employee of the company.

Productivity Increase – Video based sessions are great tool to give the skills needed to enhance performance and productivity. Video based platforms are not bound by location or time; one can control training’s impact on production by training people at any time – whenever there is a need. By including online learning in your employee skill enhancement exercise, you’re asking people to do more with less.

Anytime Access – Classroom learning requires participants to align their schedules to the training calendar.  Online courses eliminates this because the courses can be accessed anytime, anywhere and from any location.  I have seen our own colleagues take lessons of product line to enhance their skill set.

Building interest – Interactive video based courses in combination of PowerPoint presentations and recorded demos can produce a very rich learning experience that is repeatable.  Some good practice sessions with feedback can make an environment help learners retain the course content that will produce positive results.

Reduced Training costs – With an effective learning schedule, each time the course is accessed by your colleagues, your ROI improves because you are not spending on classroom training.  You also have savings immensely by not hiring a consultant, reducing travel, and improving skill set.

Make it a part of your appraisal system – A well-trained employee is worth several times more than an unskilled employee. When you hire a new employee or you implement a new system, you need to train your existing employees; the biggest challenge is training them adequately to make them productive as soon as possible. E-learning bridges the gap between employee skill set and newly implemented system.  You get more from the software much more rapidly with a fully trained user.

Keeping the benefits of video based online interactive courses in mind, CitiXsys has developed e-learning lessons of all products. Some lessons are available in interactive mode with powerpoint slides and online demo combined whereas some are available in the good old youtube.com and other media. Idea is to make a lesson available in whatever form for the users so that learning remain continuous. There are new lessons uploaded on a weekly basis. Enjoy learning and happy holidays.