Relince digital

SUMMER INTERNSHIP REPORT
“OF PROJECT REPORT ON WORK FLOW POS SOFTWARE USED
BY RELIANCE RETAIL”
Kolkata
Submitted by:
Dwip Dasgupta
Registration No. : 141780710007
Under The Guidance Of
Ms.Manali Gosh Mr. Arnab Kumar Basu
College Faculty Senior Manager-HR
In partial fulfilment of award of the degree
Of
MASTER OF BUSINESS ADMINISTRATION
International Institute of Management Science
Kolkata
1

DECLARATION
I hereby declare that the Summer Internship project entitled “OF PROJECT
REPORT ON WORK FLOW POS SOFTWARE USED BY RELIANCE
RETAIL” submitted by me as a partial fulfilment for the award of Masters of
Business Administration to International Institute of Management Science
– Kolkata. is original and genuine work carried out by me.
Date:
Place:
2

ACKNOWLEDGEMENT
Apart from my own efforts, the success of any project depends largely on the encouragement
and guidelines of many others. I take this opportunity to express my gratitude to the people
who have been instrumental in the successful completion of this project.
I would thank the entire Management of Reliance Retail for giving me the wonderful
opportunity to work on a two-month internship project in their esteemed organization.
I am highly obliged to Mr. Arnab Kumar Basu for giving me this project and guiding me
throughout my summer internship research. His encouragement, time and effort motivated
me to work sincerely in this project.
I would like to thank, Dr. Debanand Sinha, Director , IIMS, Kolkata, for giving me a
chance to gain an exposure in the corporate world. I would also like to thank Mr.R
Singha,Asst. Director, IIMS, Kolkata, for their kind cooperation and providing me with
the academic support.
I would like to thank my project faculty guide Ms.Manali Gosh, IIMS, Kolkata, for his
constant follow-up, support, encouragement and guidance to complete this project within the
allotted time frame.
Last but not the least; I would like to thank my Almighty for blessing me and making this
project a success.
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5
Chapter No Title Page No
1 Introduction 6-7
2 Industry Profile 8-14
3 Company Profile 15-20
4
Study of complete workflow of POS
History will come here
-
21-111
5 Study of POS 114-123
6 Use of POS 124-132
7 Bibliography 133-134

Reliance Group
The Reliance Group, founded by Dhirubhai H. Ambani (1932-2002), is India's largest
private sector enterprise, with businesses in the energy and materials value chain. Group's
annual revenues are in excess of US$ 66 billion. The flagship company, Reliance Industries
Limited, is a Fortune Global 500 company and is the largest private sector company in India.
Backward vertical integration has been the cornerstone of the evolution and growth of
Reliance. Starting with textiles in the late seventies, Reliance pursued a strategy of backward
vertical integration - in polyester, fibre intermediates, plastics, petrochemicals, petroleum
refining and oil and gas exploration and production - to be fully integrated along the
materials and energy value chain.
The Group's activities span exploration and production of oil and gas, petroleum refining and
marketing, petrochemicals (polyester, fibre intermediates, plastics and chemicals), textiles,
retail, infotel and special economic zones.
Reliance enjoys global leadership in its businesses, being the largest polyester yarn and fibre
producer in the world and among the top five to ten producers in the world in major
petrochemical products.
Major Group Companies are Reliance Industries Limited, including its subsidiaries
and Reliance Industrial Infrastructure Limited.
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Industry Profile
Retail Industry in India
Retail industry as of June 2013
Introduction
The Indian retail industry has been thrown open to foreign majors and is packed with players
who strive to offer great products and value-for-money to Indian consumers. The country
holds vast promise for retailers with its burgeoning spending power and rising middle class.
The US$ 500 billion market, growing at an annual rate of about 20 per cent, is largely
dominated by small shops and stores as of now. The organised segment is in its nascent stage
and has huge potential to harness in the sub-continent. Foreign giants like Wal-mart and
IKEA have recently received the Government’s nod to enter the Indian market, after making
all the necessary compliances.
Market Size
• India’s retail market is majorly dominated by the unorganised sector. Organised
segment accounts for 8 per cent of the total retail landscape, according to a study by
Booz & Co and RAI.
• The Indian retail industry has expanded by 10.6 per cent between 2010 and 2012 and
is expected to increase to US$ 750-850 billion by 2015, according to another report
by Deloitte. Food and Grocery is the largest category within the retail sector with 60
per cent share followed by Apparel and Mobile segment.
• The foreign direct investment (FDI) inflows in single-brand retail trading during April
2000 to December 2012 stood at US$ 95.36 million, as per the data released by
Department of Industrial Policy and Promotion (DIPP).
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Online Retail
Internet is the buzzword in India these days. People have online access 24x7 through their
laptops, iPads and mobile phones. As a result they have continued access to online retail
markets as well.
Online retailers are emerging as important sales channels for consumer brands in India as
more and more people, especially the young generation, are shopping online. From apparel to
accessories, kids and infants’ product lines and almost everything under-the-sun is available
on the net these days. Apparel and accessory brands, such as Puma, Nike and Wrangler, have
recorded a big increment in online sales in 2012, led largely by purchases from smaller towns
and cities with consumers paying the full price for these products.
For instance, footwear brand Nike has tie-ups only with online retailers such as Myntra and
Jabong. And in a very unique initiative, it recently launched its new range of cricket gear on
Jabong. Such partnerships turn out to be very successful as online retailers provide greater
visibility than a physical store. "Our online store can carry around 10,000 options, while an
offline store can carry only 20 per cent of a given range," said an official.
Online retail in India is projected to grow to US$ 76 billion by 2021, accounting for over 5
per cent of the Indian retail industry, according to a report by advisory services firm
Technopak. This forecast is encouraging more companies- big and small- to sell aggressively
online. Experts believe that much of this growth will come from the rising purchasing power
of consumers in smaller cities, who do not have access to brick-and-mortar stores stocking
high-end brands.
Retail Industry: Key Developments and Investments
• Kottayam, in Thiruvananthapuram, is an emerging market for luxury cars. BMW has
launched its ‘mobile showroom’ in the city wherein people can check-out the brands’
models and go-in for a test drive as well. A weather-proof and air-conditioned
structure, the mobile showroom is a replica of BMW’s luxurious dealerships.
• Hindustan Unilever (HUL), India's largest packaged consumer goods firm, will soon
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launch the country's first liquid laundry detergent, hoping that wealthy
consumers will not be hesitant to pay a premium for a product that promises
to make their laundry chore easier. The company claims that the new product removes
stains two times better than any other detergent powder in the market. With 90 per
cent penetration in the core detergent space, HUL is trying to create newer
consumption opportunities in the over Rs 15,000 crore (US$ 2.51 billion) laundry
market with niche and premium products including Comfort fabric conditioner and
Rin liquid blues in the post-wash segment.
• Villeroy & Boch AG, the Germany-based bath, wellness and tableware firm, has
partnered with Delhi-based Genesis Luxury Fashion to commence its operations in
single-brandretail trade in India. Villeroy & Bosch’s application, seeking 50 per cent
equity in the joint venture (JV) company for single-brand retail trade, has recently got
a nod from the Foreign Investment Promotion Board (FIPB). The FDI infusion in the
JV would be to the tune of Rs 1.12 crore (US$ 187,463.60). Genesis Luxury Fashion,
that has brands such as Paul Smith, Bottega Veneta, shoe brand Jimmy Choo, Italian
label Etro and Armani and home and personal care products from Crabtree and
Evelyn under its business in India, will exclusively manage the distribution of
Villeroy & Boch tableware products in the country. The alliance ensures the
establishment of a distribution network through the opening of Villeroy & Boch’s
exclusive retail stores in India.
• In a bid to tap the branded footwear market in India, which is estimated to be about Rs
30,000 crore (US$ 5.02 billion), Aero Group (known for its flagship Woodland brand)
is planning to revive one of its old brands, Woods. The company is contemplating to
open around 30 new, revamped Woods stores in 2013. The eight-year-old brand
would now lay its focus on the fashion quotient, rather than the typical outdoor, rough
and tough image of Woodland, and will have more of the range for women.
• RP-Sanjiv Goenka Group’s company Spencer’s Retail is on an aggressive growth
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strategy, with a focus on hyper-format stores. The company intends to infuse
about Rs 600 crore (US$ 100.46 million) in setting up new stores and come
out with branded and co-branded products in the food and beverage segment. One of
the official spokesperson from the company revealed that Spencer’s would set up 80
hyper stores in the next 48 months. As of now, the company has 132 stores, including
26 hyper stores, 14 super market and 92 daily (convenient) stores.
• Godrej Interio, the furniture retailing arm of Godrej Group, is aiming for Rs 5,000
crore (US$ 837.14 million) of turnover by 2016-17, with plans to invest over Rs 300
crore (US$ 50.23 million) to expand manufacturing capacity and retail stores. The
company is planning to set up more than 75 stores in 2013 itself with focus on tier II
and III cities. The Indian branded furniture market is worth about Rs 10,000 crore
(US$ 1.67 billion) out of which Godrej Interio accounts for 15 per cent of the share.
The company also plans to establish 200 speciality stores which will design and built
products according to the consumer's convenience and preference.
Government Initiatives
The Cabinet Committee on Economic Affairs (CCEA) has recently approved Swedish
furniture retailer IKEA's application to enter the Indian industry and set up a single brand
retail venture in the country. FDI would be to the tune of Rs 10, 500 crore (US$ 1.76
billion), making it the largest investment to be made by a foreign brand in the Indian retail
sector.
Moreover, the Government may further simplify investment norms in multi-brand retail to
please foreign retailers who intend to invest in India but are a little hesitant on certain
clauses. Mr Anand Sharma, the commerce and industry minister, has re-iterated that any FDI
proposal in multi-brand retail will be fast-tracked for sure.
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Road Ahead
The overall Indian retail sector is expected to grow 9 per cent in 2012-16, with organised
retail growing at 24 per cent or three times the pace of traditional retail (which is expected to
expand at 8 per cent), according to the report by Booz & Co and RAI.
Deloitte also seconds this forecast and expects that organised retail, which constitutes eight
per cent of the total retail market, will gain a higher share in the growing pie of the retail
market in India. Various estimates put the share of organised retail as 20 per cent by 2020.
Meaning of Retail
The word “RETAIL” is derived from the French word RETAILLIER, meaning to cut piece
off or to break bulk. Retailing in India is as old as India itself.
Definition: Retail is the sale of goods to end user, not do resale, but for use and consumption
by the purchaser. The retail transaction is at the end of supply chain manufacturer sell large
quantities of products to retailers, and retailers sell small quantities of those products to
consumers.
Philip Kotler defines retailing as:
All activities involved in selling goods or services to the final customer for personal use in
today’s scenario our retailer does not exist in the brick and mortar from alone. She/he can do
it by using the telephone, by direct mails, by using the Internet or absolute impersonally by
using vending machines.
Evolution of the Indian Retail Sector
Traditionally retailing in India can be traced to
• The emergence of the neighbourhood ‘Kirana’ stores catering to the convenience of
the consumers.
• Era of Government support for rural retailing: Indigenous franchise model of store
chains run by Khadi & Village Industries Commision.
• 1980’s experienced slow change as India began to open up economy.
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• Textiles sector with companies like Bombay Dyeing, Raymond’s, S
Kumar’s and Grasim first saw the emergence of retail chain.
• Later Titan successfully created an organized retailing concept and established a
series of showrooms for its premium watches.
• Post 1995 onward saw an emergence of shopping center.
• Mainly in urbran areas, with facilities like car parking.
• Emergence of hyper and super markets trying to provide customers with 3 V’s-
Value, Variety, Volume.
Major Players in Indian Retail Industry:
• Shoppers’ Stop
• Westside
• Pantaloons
• Lifestyle
• Crossword
• Wills Lifestyle
• RPG Retail (Spencers, Music world)
• Globus
• Ebony Retail Holdings ltd.
International retailers:
There has been greater influence of brands like Wal-Mart, Tommy Hilfiger, Carrefour,
Marks & Spencer’s, Nike, etc in the big cities of India for long.
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Reliance in retail
Reliance Retail Limited (RRL) is a subsidiary of Reliance Industries Limited, which is based
in Mumbai. RRL was set up in 2006 and marks the foray of the Reliance Group into
organized retail. RRL has been conceptualized to include growth for farmers, vendor
partners, small shopkeepers and consumers. It is based on Reliance’s backward integration
strategy, to build a value chain starting from farmers to consumers.
Reliance Retail business grew by 21.2% to reach revenue of Rs. 17,640 crore
as against Rs. 14,556 crore registered in the previous financial year. It continued to
grow profitably, achieving profits before depreciation, finance cost and tax expense
(PBDIT) of Rs. 784 crore, an increase of 116% on a year on year basis. The format
sectors collectively witnessed a five–year CAGR of 31% in revenues.
During the year, Reliance Retail consolidated its market leadership in all of
the focus sectors of digital, lifestyle and value sectors. During the year, Reliance
Retail undertook an unprecedented store opening plan on an accelerated pace and
added a net total of 930 stores to further increase its reach in the underserved
markets. A total of 0.9 million square feet area was added. As on 31st March 2015,
Reliance Retail operated 2,621 stores, covering an area of 12.5 million square feet
across 200 cities.
Business Divisions
Reliance Retail Ltd. has a number of company-owned outlets along with a franchisee format
that would be in collaboration with Kirana shop owners. Its various divisions are:
a) Reliance Mart
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It is designed to be an all under one roof supermarket that again caters to household
needs.
b) Reliance Fresh
It was the first amongst various format stores to be launched by Reliance Retail Ltd. The
ideology behind the initiative has been to bring “Farm to fork” thereby removing middle
men and benefitting both farmer and consumer. The stores would typically be of an area of
around 3,000-5,000 sq ft. Each store is to provide fresh fruits, vegetables and also products
of Reliance Select and other related groceries.
c) Reliance Super
It will be a smaller version of the hypermarket format. It is to offer over 10,000 products in
various categories like grocery, home care, stationery, pharmaceutical products, apparels &
accessories, FMCG, consumer durables & IT, automotive accessories and lifestyle products.
Reliance Super stores are to be large supermarkets with an area of 4,000 to 10,000 sq. ft. and
will not sell fruits and vegetables like Reliance Fresh.
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d) Reliance Digital
It is a consumer electronics concept mega store. It is designed to be a one stop shop for all
technology solutions in the field of consumer electronics, home appliances, information
technology and telecommunications. The stores are to cover an area of more than 15,000 sq.
ft. and offer a variety of over 4,000 products spread across 150 brands along with solution
bundles to meet diverse customer needs. The staff will counsel and guide customers not only
to buy products but also provide complete solutions to ensure consumers buy the right
product at the right price. It will continue to offer Reliance One, a common membership and
loyalty program across all formats, which follows the philosophy ’Earn Anywhere, Spend
Anywhere’. It shall also provide finance options for purchases. Reliance Digital is to be a
large format store spread across 15,000 to 35,000 sq. ft. and is scheduled to come up in 70
cities in India in the near future.
e) Reliance Wellness
It is a chain of specialty wellness stores that would offer pre-emptive, curative as well as
health and beauty solutions. The store is to add value to people’s lives, by providing products
and services that will proactively work to enrich people’s body, mind and spirit. It is to
house world class products under one roof and also educate consumers on their health needs,
thus enabling them to take charge of their health. It will sell international and national brands
like H2O, Neutrogena, Olay, Sports Nutrition, etc. They will also house alternate medicine,
health books & music. The stores are to showcase Wellness Events, Seminars, Workshops
and Advisory camps on contemporary wellness issues like diabetes, hypertension, fitness,
diet and nutrition, weight management and skin care.
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f) Reliance Footprints
It is a specialty footwear store that would offer over 25,000 pairs of formal, casual, ethnic,
party wear and sports wear in men, women and children footwear. The store is to be spread
over 7,500 square feet and be dedicated to footwear, handbags and accessories. The design
of Footprint was conceptualized by Pavlik of USA which is one of the best design houses in
the world keeping in mind the taste and preferences of the Indian consumer. It shall offer
brands from Europe and America like Josef Siebel, Rockport, Hush Puppies, Lee Cooper
Clarks, Levis, Nike, Adidas, Piccadilly, Dr. Scholl’s and more. For kids, Crocs and Disney
will be showcased. The store plans a pan-India presence by opening over 15 more specialty
stores.
g) Reliance Jewels
It is a stand-alone fine jewellery format. It is to be a one stop shopping destination for fine
jewellery. Reliance Retail ventured into gems and jewellery trade with the aim of launching
300 stores all over India within a 3 year time frame. With a growing demand for jewellery
and lower competition. The gold jewellery range shall include Kolkata Filigree, Rajkot
minakari jewellery, Kundan from Jaipur, Temple jewellery from Kerala, Jadau from
Amritsar and more. In Diamond jewellery, Reliance Jewels will offer the finest quality of
diamonds and the widest range of daily wear, party wear and wedding designs.
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h) Reliance Timeout
With over 56,000 products Reliance Timeout will offer customer an extensive range of
merchandise in books, music, stationery, toys and gifts. It is to a format based on the
ideology to provide a place where a consumer can unwind and relax, browse and buy a book,
sample some music, choose a gift, and buy a toy or some exclusive stationery for
themselves. Reliance Timeout will offer a comprehensive range of products in these
categories along with an attempt to create a fascinating customer experience with a warm,
lively ambience.
i) Reliance Trends
It is a specialty apparel store that will sell men, women and children’s garments. The store
will carry the best of national and international brands like John Players, Peter England,
Indigo Nation, Wrangler, Reebok, and Lee, apart from in-house brands. The store layout is to
compliment the evolving taste and preference of fashion savvy consumers, giving them an
opportunity to view /shop with ease, along with well trained customer service associates, to
compliment the entire shopping process. Reliance trends is operation with 123 stores across
the country, providing employment to so many people and planning to launch many new
stores.
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Study of complete workflow of POS
21

Hub & Spoke Architecture
22
SOA ( Service Oriented Architecture )
Linux Windows Oracle Siebel
SAP .Net SQL Server
EAI (Enterprise Application Integration)  TIBCO

23
Retalix
In
Store
TIBCO
DSS
(Decision
Support
System)
SA
P
idoc.csv / .dat
POS1 POS1 POS1

The Process Flow (Master Data Pushing)
24
SA
P
TIBCOidoc .csv / .dat
C:Program FilesStore LineOfficeimport
Retalix execute the files and updated on SQL
Server.
Generate qdx files.
POS SERVER

The Process Flow ( POS to SAP )
25
POS
Transactions
Updated on SQL Server
TIBCO
SA
P
.zip file will create and store into the SERVER (C:PCMASTERBAK )
If POS_SRV_MNGR
not start then the
XML file will not
generate.
Generate qdx (containing the transaction details)
SQL Server
All transaction xml is generated
at the server at C:export
Once the file is successfully
processed using Tibco
interface, if successful then
“C:ExportSALESDONE”
If there is no ticket then the
files are kept at
“C:ExportSALESNOTICKET”
If there is error in processing
then the files are kept at
“C:ExportSALESERROR”
If the XML files are not
generated, then restart the
POS_SRV_MANAGER services
from system services menu.
Every ½ hr. XML file generate
EOD

IT Manual - Store operations
Front Office
Frequency: At the SOD (Start of day)
Responsible: Cashier
POS devices / peripherals are ready for the transactions
Checking POS application is ONLINE (This can be verified by looking at the bottom
of Terminal)
Bar Code Scanner/s is scanning properly.
Scale is functioning normally
Customer Display is ON
Bill printer test run is successful
EFT / Loyalty Cards are scannable
Back Office
Frequency: At the SOD (Start of day)
Responsible: Store Manager
Back Office Server should be up and so that SQL DB is UP and Running (Auto Start
Configured)
Manager’s PC should be UP and SQL DB should be configured in replicated stand by
Mode with primary BO server
LAN connection is verified for accurate speed data Transfer
VSAT client and leased lines are operational
TIBCO client is ONLINE and is transferring the data to HO system at the defined interval
SAP client is ONLINE and is communicating with Retalix Application (Correct Master
values displayed)
Printers are ready
Bar Code
Shelf label Printer
BO Dot matrix / Laser
IT Operations
Frequency: At the SOD (Start of day) / Once during the Day
Responsible: Cashier / Store Manager
Cashier Successfully Logged-In and is assigned correct profile to access right Menus as
per Security recommendations
Previous Day POS Declaration and locking has happened successfully (Logs / Reports are
verified)
Self Label Prices’ at display are verified with HO i.e. Masters (PLU & Promotions etc.) are
correctly deployed
Tenders are moving from the POS to the Safe and vice versa
All POS related services should be UP
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Activity Actor
Time of
Action
Checking POS
At POS - Checking all devices are Up and Running
Check all POS Terminals are ONLINE
Scanner cum Scale is functioning normally
Ready Printers are ready
Bill Printer
Bar Code
Shelf label Printer
BO Dot matrix / Laser
EFT Cards are scannble
Loyalty cards are scannable at POS (Online)
VSAT
Cashier Successfully Logged-In and is assigned correct profile to
access right Menus as per Security recommendations
POS Declaration and locking has happened successfully at previous
EOD
Back Office
TIBCO client is ONLINE
SAP client is ONLINE and is communicating with Retalix over the
Master Data Transfer
Checking the Processes - Operational
Masters like PLU & Promotion are correctly deployed
All the current transactions are properly going in the EJ
Tenders are properly moving from the POS to the Safe and vice versa
Reports/Logs are verified
Cashier
/
Manager
SOD /
Anytime -
During the
Day
Once /
EOD /
Weekly
No shared device at BO server
To have an check-up of the product price
All relevant services supporting POS should be UP
Back Office Server should be up and so is the SQL Db residing on it
(Auto Start Configured)
Manager PC should be UP and SQL DB should be configured in
replicated stand by mode with primary BO server
LAN connection is verified for accurate speed data Transfer
27

Reports Required
1. Department Report (Sales for the Particular Department)
2. Store Report (The Summary of Store Sales)
3. PLU Item Report (The Summary of Sales for the particular PLU)
4. Cashier (The Summary of Cashier)
5. POS ( The Summary of POS-Sales, Pickup, Add Loan, Declaration)
Department Report
This report is basically to display department-wise sales/transactions report.
Open the “Store Line Office” > Write down the “User Name” and the “Password” >
Choose the Menu Category > Click on the “Search Icon” > Write Department Report >
Click on “Find Next” Button .
Store Report
This report shows consolidated sales for the particular store as per the date / range of
date chosen.
Choose the Menu Category > Click on the “Search Icon” > Write Store Report > Click
on “Find Next” Button .
PLU Item Report
This report shows item-wise sales/transaction for the store.
Choose the Menu Category > Click on the “Search Icon” > Write PLU Item Report >
Cashier Report
This report shows the summary of Sales/Transaction for a particular Cashier.
Choose the Menu Category > Click on the “Search Icon” > Write Cashier Report >
POS Report
This report shows consolidated transaction details (Sales, Return, Add Loan, Pick
Up) for a particular POS.
Choose the Menu Category > Click on the “Search Icon” > Write POS Report > Click
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PLU Management
1. PLU Maintenance: This is used to set / view the basic price, tax, promotion,
description, department, sub department, etc against an item code.
Dynamic Attribute  Shows the different MRPs that have been set to enable the
promotions against a particular PLU.
2. Fast PLU Maintenance: This is used to quick change / views the basic components,
like price, tax, etc against a particular PLU.
3. PLU Batches: This is used to check the status of PLU batches.
a. Executed OK (Applied): Displays the PLU batches which are executed
successfully.
b. Running: Displays the PLU batches which are executing.
c. Pending: Displays the PLU batches which are in pending status.
d. Error: Displays the PLU batches which encountered error during execution.
4. PLU Groups: This is used to display/ add/ edit/ remove a PLU to a group. This is to
assign a position to a PLU to make it visible in the POS. (only for F/V).
First go to PLU maintenance → PLU Groups and then click on the PLU Group which you would like
to change.
Now double click on the PLU Groups which you would like to change.
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Now click on REMOVE ALL option to remove all the items from that particular group.
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Now click on ADD ITEM option and you will see a new window coming up which is the
FILTER window.
Now enter the ITEM ID into the filter which you would like to ADD in the group as shown above.
AVOID using the option ITEM LIKE.
Once you click on OK it will ask you whether you want to assign positions automatically.
You need to click on the option NO and then manually assign the position and the colour as per the
given excel sheet in the mail as shown below.
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Assign the position and colour from here.
Perform this same activity for other PLU GROUPS as well.
5. PLU –Change Price Reasons: This is to change/ set the reason for Price
Overriding.
6. PLU Selection Criteria: This shows all the item group. Through PLU Selection
Criteria, we can give the range, department, sub department of PLUs belonging to a
particular group.
7. PLU Inquiries: This is to get the details of a particular PLU. This is same as PLU
Maintenance.
Note: .csv  PLU List
.dat  Promotion, Department, Sub Department, Dynamic Attributes, etc.
8. Item Look up: This is a full description (eg. period wise sales, supplier, promotion,
etc) of a particular PLU.
Cash Office / Cashier Balancing
This is used to do if the store wants to maintain Cashier Accountability.
Cash Office / POS Balancing
This is used to do if the store wants to maintain POS Accountability.
1. POS Add Loan: This is used to give ‘Add Loan’ to the POS/Tills.
2. POS Pick Up: This is used to pick up cash/ card/ coupons from the Tills/ POS.
3. POS Declaration: This is used to do POS Balancing.
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4. POS Locking: This used to lock a particular Till/ POS. This can be
performed only if POS declaration is completed properly.
5. POS Declaration Report: This is used to view date wise and POS wise POS
declaration report.
6. POS Accountability Report: This is used to view date wise and POS wise POS
accountability report.
7. POS Over / Short Summary Report: This is used to view date wise and POS wise
Over / Short Summary report.
POS Add Loan (We have two types of Add Loans)
Loan given at Day Beginning
> The Supervisor and C&A count the cash and keep the
respective denominations in bag that is charged to the POS before the
cashier signs on. Total amount given is Rs. 1500.
> The Commercial & Associate records the value into the System
> To enter the Amount of Opening Loan given to each POS, Click
On ADD Loan under POS Balancing. The following Screen appears.
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Loan given during the Day
> Select the POS Number & Select the Current Period to which the
Opening Loan has to be given.
> The Only option that will be seen is Cash. This is because
Opening Loan is only tendered in Cash. Double Click on the Cash Option
and the following screen showing the List of Denominations of Cash
appears.
35

> Enter the quantity of notes and/or coins of each of the
denominations that are given to the POS.
> Click OK. The following screen will appear
> Click on the Apply Button to save the changes.
36

> POS Add Loan report will automatically be printed to be signed
by the Cashier and C&A and filed (Dual Confirmation)
> The Opening Loans are given to each POS from the Checkout
Change Safe. Hence as soon as the Loan is saved the amount equal to
the opening loan will be deducted from the safe.
> View amount left in the Safe using the following reports: Safe
Over/Short Report, Pick Up and Loan Report and POS Declaration Report.
> Declare the contents of the Checkout Change Safe
Path: Store/Safe Balancing—Safe Declaration
Loan given during the Day
There maybe a possibility that the Cashier may
require Loan during the Trading day.
> The Cashier requests for a Loan by entering the required amount
on the printed List of denomination.
> The Cash is removed from the Checkout Change Safe and taken
to the POS is recorded at the POS itself by the C&A.
> Use the following path to invoke the Add Loan Function at the
POS. Path: Menu >> Add Loan.
> The Add Loan Function can only be performed in the Idle Mode.
It has a privilege and needs the C&A’s Username & Password. C&A has
privilege ‘4’. When the Option is selected, the following screen will
appear.
37

> Enter the global amount of Loan given to the POS.
38

> Cashier should check the amount before accepting the Loan
by verifying with the List of denominations.
> Press YES to accept the Loan.
> This amount is automatically deducted from the Checkout
Change Safe & added to the POS’s Total.
> Verify the amount in the safe by using the following reports: POS
Declaration Report, Pick Up and Loan Report and Store Safe Report
> Declare the amount of the Loan in the Checkout Change Safe.
POS Pick Up
Pick Up on the POS
> The Drawer Limit set is for 40,000. When the POS’s total crosses
this amount an Alert is sent to the Supervisor requesting for a Pick Up. A
dollar sign will keep flashing on the cashiers screen
> Cashier selects “Menu”
> Select POS function -Pick up
> Pick up is C&A Password protected.
39

> The following screen will appear
40

> Select the Tender and hit Enter.
> A list of denominations will appear. Remove excess notes from
the drawer and select the Denomination.
> The Cashier will be prompted to enter the quantity of notes for
that denomination.
> Enter the Quantity and hit Yes
41

> Hit the Clear Button to complete the Pick Up Transaction.
> If a knowledgeable mistake has been encountered, Click NO and
re-do the transaction.
> A receipt will be printed which has to be taken back to the Cash
Office for Reconciliation with amount in the Safe.
Pick Up on the Back Office
This option is used only as a back up; if for any reason the POS
Pickup Function does not work or if there is any error encountered with
the Pick Up or if there are too many customers waiting in queue for
billing
43

> Under POS Balancing click on Pick Up
> The POS Pickup Dialog Box appears.
> Select POS Number & accounting Period. The following
screen will appear
> Select Tender Type e.g. Cash. The following screen will
appear
> Enter the denominations and amounts then click OK
44

> The following screen appears if Sodexho, DR/CR
Card or Acor Ticket Meal
> After entering the amount, click Set and the OK
> The Add/Sub options will respectively allow you add or
subtract the amount entered to the Total.
> After confirming the Pickup, click ‘Apply’.
> A Message will appear ‘Are you sure?’ Say Yes to save the
Changes of the Pickup
Once the Pick Up amount is recorded, the amount is deducted from the
POS’s total and added to the Cash Office Safe’s Total. This amount can be
reconciled and declared
POS Declaration
> Once the all the tills are closed for the Day, the Cashier will sign
off from the POS. The C&A signs on an selects “No Sale” and choose the
Code “Ending Shift”
> When the Drawer opens, the Cashier along with the C&A will
count the amount in the POS and record the amount on the Slip.
> This amount will be entered into the System from the Menu
Option POS Declaration by the C&A after EOD that is on the Next Trading
Day in the Previous Period.
45

> The POS Declaration Dialog Box appears. Select the POS
Number and Previous Period.
> Double click Tender Type which is being declared. The following
screen appears
> Enter the Amount of denominations that are counted.
46

> Click OK
> The following screen appears if Sodexho, DR/CR
Card or Acor Ticket Meal
> After confirming the Declaration, Click “Apply” to save the
changes.
> Select Yes when the Confirmation window pops up.
The Declared amount is deducted from the POS Total and added to the
Cash Office Safe. The amounts Declared can be checked with the
following reports: POS Declaration Report and Store/Safe Report.
POS Locking
> POS Locking is performed on the next Trading Date for all the
POS’s in the previous period
> Once the entire amount are reconciled & approved, all the POS
have to be locked.
> Select The POS Locking Option under POS Balancing. The
Following Screen will appear
47

> All POS for whom declaration has been done for the
previous will have a Check next to it under the column “Can Lock”. Select
“All”
> There is an option to choose the destination for the reports that
are automatically printed after the Locking Process. You can either select
only the printer, only the File or both.
> Click on OK to star the Locking Process.
> Click on YES on the confirmation window that appears.
NOTE: During EOD, The Current Data is transferred to Previous Period. The
Locking is performed on the Previous Period. The declaration can be changed for
the previous period after EOD only before Locking. Once all the POS are locked
the Declarations cannot be modified. Hence Declaration for Previous & Locking
for Previous Periods is a must in sequence because if it is skipped, it can be a
cause for potential loss of crucial cash office data and will also not allow
Cashiers to sign on to their POS’s.
Cash Office / Store Or Safe Balancing
1. Bank Deposit: This is used to deposit the Sales/ Transaction Amount from the store.
Logically, it transfers the transaction amount from the Banking Safe to Bank.
2. Bank Receipt: This is used to transfer the Float amount from the Bank to the store.
Logically, it transfers the amount from Bank to Checkout Change Safe.
3. ROA: This is used to transfer the IMPREST amount from the Checkout Safe to the
Payout Safe. This is also used to make the incoming entries of Miscellaneous Receipt
(eg. selling of furniture, cartons, etc) occurring at the Payout Safe.
4. Paid Out: This is used to register the expenses occurring from the Payout safe.
5. Safe Declaration: This is used to do ‘Safe Balancing’ for each of the four safe, viz.
Checkout Safe, Cash Office Safe, Banking Safe, and Pay Out Safe.
6. Safe Transfer: This is used to transfer the amounts from one safe to another. For eg.
Float amount is transferred from ‘Cash Office Safe’ to ‘Checkout Safe’. Sales
transaction amount is transferred from ‘Cash Office Safe’ to ‘Banking Safe’.
7. Safe Locking: This is used to lock the entire logical safe.
8. Safe Over / Short Report: This is used to view date wise and safe wise discrepancy
(short / excess) report.
9. Store / Safe Report: This is used to view the amount in the safe.
10. Office Cash Balance Report: This is used to display the Safe wise Safe Report.
11. Deposit Report: This is used to display the amount that has been deposited to the
Bank/HO from the Banking Safe.
12. Daily ROA Report: This is used to display the amount that has been given to the
Pay Out Safe for the Misc. Expenses (Store Imprest Account).
13. Daily Paid Out Report: This is used to display the amount that has been paid from
the Pay Out Safe for the Misc. Expenses (Store Imprest Account).
14. Branch Expenses Summary Report: This is used to display the amount that has
been paid and received by the branch (store)
49

DAY  I
1. Do ROA of Rs. 4000 (100 * 20 = 2000; 500 * 4 = 2000).
2. Do Bank Receipt of Rs. 1500 (100 * 10 = 1000; 500 * 1 = 500).
3. Do Add Loan of Rs. 1500 (100 * 10 = 1000; 500 * 1 = 500).
4. Sale of Rs. 5,000 (1000 * 5 = 5000).
5. Sale of Rs. 800 (500 * 1 = 500; 100 * 3 = 300).
[ In POS 1500 + 5000 + 800 = Rs. 7300 ]
6. Sale of Rs. 40000 (500 * 20 = 10000, 1000 * 30 = 30000).
7. Do Pick Up of Rs. 20000 from POS (1000 * 20 = 20000).
[ In POS 1500 + 5000 + 800 + 40000 - 20000 = Rs. 27300 ]
8. Sale of Rs. 200(100 * 2 = 200).
[ In POS 27300 + 200 = Rs. 27500 ]
9. Do not pick up the rest amount of Rs. 27500 (100 * 15 = 1500; 500 * 22 = 11000;
1000 * 15 = 15000) by POS PICK UP Method.
10. Do NO SALE  ENDING SHIFT.
11. Go to MENU  DENOMINATION LIST. Write down the above amount manually.
12. Sign Off Cashier.
13. Do EOD.
DAY  II
1. Do POS Declaration of Rs. 27500 (100 * 15 = 1500; 500 * 22 = 11000; 1000 * 15 =
15000) for the Previous Day.
2. Do POS Lock.
3. Declare the CASH OFFICE SAFE of Rs. 47500(100 * 15 = 1500, 500 * 22 = 11000,
1000 * 35 = 35000) for the Previous Day.
4. Do Lock the CASH OFFICE SAFE.
5. Transfer the Add Loan Amount of Rs. 1500 (100 * 10 = 1000; 500 * 1 = 500) from
CASH OFFICE SAFE to CHECKOUT CHANGE SAFE.
6. Declare the CHECKOUT CHANGE SAFE of Rs. 1500 (100 * 10 = 1000; 500 * 1 =
500) for the Previous Day.
7. Do Lock the CHECKOUT CHANGE SAFE.
8. Transfer the Sale Amount of Rs. 46000 (100 * 5 = 500; 500 * 21 = 10500, 1000 * 35
= 35000) from CASH OFFICE SAFE to BANKING SAFE.
9. Declare the BANKING SAFE of Rs. 46000 (100 * 5 = 500; 500 * 21 = 10500, 1000
* 35 = 35000) for the Previous Day.
10. Do Lock the BANKING SAFE.
11. Declare the PAYOUT SAFE for the Previous Day.
12. Do Lock the PAYOUT SAFE.
13. Transfer the Amount of Rs. 46000 (100 * 5 = 500; 500 * 21 = 10500, 1000 * 35 =
35000) from BANKING SAFE to BANK/HO.
14. Follow the Step 3 of “Day I”.
50

Store/ Safe Balancing
There are four safe’s in the System
• Cash Office
i. Default safe for pick up
ii. Default safe for cashier declaration/locking
• Banking safe
i. Allow Bank deposit
• Checkout Change safe
i. Allow bank receipt
ii. Default safe for add loan
• Payout safe
i. Allow Paid Out
ii. Allow ROA
Safe Transfer
> There is a need to transfer money from Cash Office safe to
Banking Safe or Checkout Change Safe. Select Safe Transfer under
Store/Safe Balancing. The following Screen will appear.
> Select the Safe from which the money needs to be transferred
and also select the safe to which the money is being transferred to.
> Enter the Reference Number
> Double Click on the Tender that needs to be transferred. The
following screen will appear
51

> Count the amount of money that has to be transferred and enter
the quantities of the denominations.
> Confirm the amount total and click OK
> The following screen appears if Sodexho, DR/CR Card or
Acor Ticket Meal
> Answer ‘Yes’ to the confirmation window ‘Are you sure?’
52

Safe Declaration
> Select the Option Safe Declaration from the Store/Safe
Balancing. The following screen will appear:
> Select the Safe from the drop down list.
> Double click on the Tender that needs to be declared.
> Count the contents of the safe and enter the amounts against the
denominations
53

Acor Ticket Meal
> Safe declaration is done as a part of Reconciliation. It generates
an Over/Short which will indicate if an Audit Investigation needs to take
place or not.
Safe Locking
> After all the safe declarations are completed and approved; the
safes have to be locked.
> Select the Safe Locking Option from Store/Safe Balancing. The
54

> Select the Safes that are to be locked and click Start
> Select Yes on the Confirmation window that appears.
Bank Deposit
> All money in the Banking Safe should be deposited into an
outside source. Bankable like Cash will be deposited into the Bank and
Non Bankables like Sodexho, EFT Tickets, ACOR and Ticket Restaurant
will be deposited into the Head Office
> Select the option Bank Deposit from Store/Safe Balancing
> Select the safe from which the Money has to be transferred. Here
by default Banking Safe is selected.
> Select the Bank to which the amount is to be deposited and also
enter the reference number
55

> Double click on the tender that has to be deposited. The
following screen will appear.
56

> Count the contents of the safe and enter the amounts
Acor Ticket Meal
> The Add/Sub options will respectively allow you add or subtract the
amount entered to the Total.
57

Bank Receipt
> All amounts received for Float amount from the bank should be
recorded in the system.
> Select the Option Bank Receipt from Store/Safe Balancing
> Select the safe from which the Money has to be transferred. Here
by default Banking Safe is selected.
> Select the Bank into which the amount is to be received and also
enter the reference number
> Double click on the tender that is to be received. The following
screen will appear.
58

> Count the contents and enter the amounts
Acor Ticket Meal
Paid Out
> All Expenses of the Store should be recorded under Paid Out
from the Store/Safe Balancing Menu Option.
59

> Select the relevant code of Expense and click Edit. The
> Select the Bank from which the payment has to be made and
also select the tender by which the payment is made.
> When the Amount field is clicked the following screen will appear
> Enter the amounts against the denominations.
60

> Click OK to confirm the amounts
> On the original Screen Again Click OK to save the Payout.
> Enter the Reference Number.
> Same process can be repeated for other expenses
> Amount is deducted from the Payout Safe which is separate from
the Sales amount.
> This can be viewed using the Store/Safe Report and Daily Paid
Out Report.
> Confirm the Contents of the safe and declare the amounts
ROA
> All reimbursements of the Store should be recorded under ROA
from the Store/Safe Balancing Menu Option.
> Select the Bank from which the reimbursement is received and
also select the tender by which it is received.
61

> When the Amount field is clicked the following screen will appear
> Enter the amounts against the denominations.
63

> Click OK to confirm the amounts
> Enter the Reference Number.
> On the original Screen Again Click OK to save the ROA.
> Same process can be repeated for other reimbursements.
> Amount is added to the Payout Safe.
> This can be viewed using the Store/Safe Report and Daily ROA
Report
> Confirm the Contents of the safe and declare the amounts
15. Shelf Edge Printing
1. Label Format: This is used to change/edit the shelf edge label format.
Choose the Menu Category > Click on the “Search Icon” > Write Label Formats > Click
2. Label Batches Maintenance: This is used to print/create a shelf edge label format
against a particular item. (PLU)
Choose the Menu Category > Click on the “Search Icon” > Write Label Batches
Maintenance > Click on “Find Next” Button .
Label Format:
Shelf Edge Labeling is handled from Retalix storeline. The default format for
Reliance Fresh is “Fresh Final”.
To Start with
64
The ZEBRA printer needs to be installed at the
Manager/Back Office PC. The printer shouldn’t
be made default. It will be accessible to the server
through shared network

Label Batches Maintenance:
Steps for printing SEL for all/selected SKU’s :
 Double click on “Label Batches Maintenance”.
 Click On “New”.
 Enter Description
66

 Select Items for Printing
 Click On Browse Button
 Following Screen appears
 Click on PLU Filter.
 Following Screen appears.
67

 When “Item” radio button is selected, enter EAN Code one by one or give
range 590000001 – 590000150.
 When “Item Like” radio button is selected, enter part of description. e.g.: If Brit is
entered the entire product having Brit as part of description will be included in listed
items.
 When “Department” radio button is selected, enter the department no. like 10 for
Fresh Fruits and Vegetables, 11 for Bakery, etc.
 Click “OK”.
 All the selected items will be listed down.
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 If Quantity needs to be changed for some items, Select the line and alter the Quantity.
 “Delete All” option deletes all the items listed.
 “Delete” option enables the user to delete selected line.
 Click On “Apply”.
 Following screen appears
 Click on “Yes” to continue with printing.
70

 Click on “Yes”
 Printing will start from TLP 2844 Printer
Steps for printing SEL’s only for price changes
 Double click on Label Batch Maintenance.
 The status “Not Printed” radio button shows us all the list of labels that are printed
and not printed.
 Check the “Created On” column to print the labels for today’s date only.
 The batch files send by head office for the SKU’S whose prices have changed can be
seen under the description “ITEM CREATION”.
 The “Created by” field shows as “PLU Local Batch” which means that transaction is
created by the head office.
 All SKU’s whose price has changed will be included in multiple batches under the
current date. To see report click on Preview and then click on Print for report.
 Double click on a particular batch & click on “Apply” to print the labels.
71

Promotion Management / Member Promotion
1. Enhanced Promotion: This type of promotion is applicable to enhance to give any
type of discount like “50% Off”, “Buy One Get One Free” schemes.
2. Group Promotion: This is to give promotions to Article across different groups like
“Buy Perle G Biscuit Get One Pen Free”, “Buy One Kg. Rice Get One Bowl Free”.
3. Level Promotion: This type of promotion is like “Rs. 50 Off for purchasing above
Rs. 1000”.
72

This is an example to delete a promotion--------
73

This is an example to Suspend a promotion------
75

77
Enhanced Promotion
 Click view and create Promotion id (which should be unique no) Go in the General Option
 Type the description for e.g. Buy 1 get 1 free
 Check the Start Date and End Date
 Then click set attachment
 Select the item on which the promotion has to be given
 Link by UPC
 Go in the setting option
 Select the Reward type (i.e. free item, Discount etc)
 Select the Reward (i.e. how many items free)
 Put the threshold quantity (how may items to be scanned)
Group Promotion (More than 1 threshold)
 Click view and create Promotion id (which should be unique no)
 Go in the General Option
 Type the description for e.g. Group
 Check the Start Date and End Date
 Then click set attachment
 Select the item Range on which the promotion has to be given
 Link by UPC
 Go in the setting option
 Select the Reward type (i.e. free item, Discount etc)
 Select the Reward (i.e. how many items free)
 Go in the Group Setting2 option
 Apply Reward Calculator (i.e. click the group for which the free item is to be given)

Cashier Utilities
1. Cashier Maintenance: This is to create/edit a user (Cashier, Supervisor, Store
Manager, C&A) for a POS.
a. Cashier : ‘1’  only the cashier.
b. Supervisor : ‘1’, ‘2’, ‘3’  can handle Cash, Refund, etc.
c. C&A : ‘4’  Add loan & Pick Up.
d. Store Manager: ‘1’, ‘2’, ‘3’, ‘4’.
2. Password Enquiry: This is to view the password of a particular user.
3. Remote Force Log Off: This is to log off a particular user of a particular POS
remotely.
4. POS Monitoring: This is to monitor remotely the concurrent POS transactions.
5. Change/Reset Password: This is to change/reset password of a particular user.
Profiles for User Creation
Admin
• User having Login for Profile “Admin” can create User ID and Password for all the
other Profiles present in Retalix Store System and Cashier.
• Cashier Creation/Remote Log Off/POS Monitoring
• To start with:
• Enter User Name > Enter Password > Press “OK”
• Select the profile.
78

Cashier Utilities:
Cashier Maintenance – Creating cashiers and supervisors
• Use the Cashier Maintenance option to add new cashiers, change the details of existing
cashiers, or delete cashiers. In addition, use this option to assign cashiers various priority
levels for sales or training modes.
• Cashier: Sales Mode :1
• Supervisor:(Refund &No Sale) Sales Mode:1,2,3
• C& A:(Add Loan ,Pick Up)Sales Mode:4
80
Create Cashier
Supervisor, C&A
Login
Create User for
Profiles

• Remote Force Log Off: This option is used to Log Off cashier forcefully
from the POS machine whenever required. The possible reasons would be whenever
the POS system hangs or unable to respond during the transaction or any other
purpose.
• The logged on POS list will be seen in this window.
• When we look at the Active column will be seen the number of cashiers who are
logged on are seen.
• Click Log Off to log off any of the selected cashier.
• Select the cashier to be logged off.
• Click to Log Off.
• POS Monitoring: Use this menu to monitor POS functions On line.
• Change/Reset Password: Use this menu to Change or Reset the password.
Database Management/Department Setup
82

1. Departments: This is to add New Departments like “Fruits & Vegetables”,
“Dairy, Food & Bakery” etc. this also allows us to Activate/Deactivate
Departments.
2. Sub departments: This is to Add / Edit Sub Departments.
3. Department Groups: This is to Add / Edit Department Groups.
83

Database Management/Financial
1. Tender Maintenance: This is to Add/ Edit Tender like Cash, Card, Sodexho Meal,
Loyalty Card, etc.
2. Banks in System: This is to Add / Edit BANK
3. Foreign Currency Maintenance: This is to Add / Edit different types of Currency
and its Exchange Rate.
4. Safe Definition: This is to Add or Edit the properties of each Safe and linking with
each other.
Database Management/Message Center
1. Sign on Message: This is to create and edit message to the Cashiers/Tills.
2. Immediate Message: This is send / edit / delete immediate message to cashiers.
3. Post Messages: To send the Msg to POS at a preferred timing.
General Batches
This is used to check the Status (2, 3) of the PLU Batches like “PLU Batch”.
Additionally it provides the Status of the PLU Batches that has been updated into SQL
Update
System Administrator / POS Setup / POS Configuration
1. POS Configuration: This is to add / edit a POS. Allows us to copy the features of an
existing POS and create a new POS.
• Path: System AdministrationPOS SetupPOS configuration
• Following Screen will appear.
• Here we can see no. of POS defined in the system and number of
POS active in the system.
84

• Now select the POS no.
.
• Here as shown above we can configure the POS and set its
parameters.
• Like in Receipt options we can select the profile name of the
Header/Footer which we have defined previously.
• Similarly we can select the logo we require to print.
• VAT Printing Option (please find the attached doc for VAT
description.)
85

• Click on Apply & OK.
System Administrator / POS Setup / POS Parameters
For every Menu the system will ask for a Password. Use the password of the user
“Admin”. (Eg.- “RRetail”)
1. Keys & Drawers : This is to Edit the parameters of Keys and Drawer
2. Sign On, Sign Off, Secure Mode : This is to Edit the Parameters of Sign On, Sign
Off and Secure Mode.
86

3. Tax and Food Stamps Options: This is to Edit the parameters of TAX and FOOD
STAMPS.
4. Frequent Shopper Options : This is to Edit the parameters of different types of
promotions.
87

5. Customer Display Message : This is to Edit the text of Customer Display Message
(At the time of POS Close & Next Customer)
6. EFT Parameters : This is used to check/edit the EFT Parameters.
88

7. Control Check Option : This is to Set/Edit different types of Control Check
Messages, Control Check Value etc.
89

System Administrator / POS Setup / POS Receipt Setup
1. Receipt Logo: This is to view/change the different logos.
2. Receipt Header / Footer: This is to change the receipt header and footer.
3. Organize Receipt : This is to change or set the Receipt Parameters.
4. Receipt Printing, Signs , Bonus Buy : This is to set Receipt Printing Parameters,
Printing Headers, Currency (Rs), Printing Type (Summary/ Line).
Receipt Setup
To Set any Changes in Header or Footer of Receipt
• Double Click on Receipt logo. Following Screen will appear. This is
used to upload Logo in the system to print on the bill.
91

• Click on “New”
• Following screen will appear. Enter the Logo Number
• Click on “Import BMP” button and select logo from the required
destination. The logo file should be in Monochromatic form with a
*.bmp extension.
92

• After logo is loaded it will appear as shown above.
• Click “Apply” & OK.
• Go to POS Configuration and select the Graphic Logo to be printed
on the receipt.
93

Receipt Header and Footer Maintenance
a. In Receipt Header and Footer Maintenance we can configure
the header and footer lines to be printed on Receipt.
b. Click “New” to create new header/footer format.
• Enter Receipt Id, Receipt Description as shown above.
• Select Header Tab.
• In the text area enter the information (e.g. Address) you want to
94

print on Receipt.
• Click in the Print checkbox and in the Bold (if required) to
print in Bold.
• Select the alignment of the line to print in center or Left.
• Click “Apply” to save the details.
95

• Select Footer Tab.
• In the text area enter the information (e.g. VAT no., Franchise
Name, Return Policies, etc.) you want to print on Receipt.
• Click in the Print checkbox and in the Bold (if required) to print in
Bold.
• Select the alignment of the line to print in center or Left.
• Click “Apply” to save the details.
• After defining this we need to configure the System to adapt this.
This is possible with the help of POS Configuration.
• Click on preview tab to check how the receipt would look.
96

System Administrator / POS Setup / Pos Menu
( Deletion OF POST VOID TRANSACTION option from the POS menu through Storeline Office. )
1. Supervisor Menu :
1) Now a DOS screen will come up and then go to Post Void Transact
option and change the value from ‘928’ to ‘0’
97

2) Now press ‘TAB’ and then press ‘F2’ key.
3) After pressing ‘F2’ key you will have this kind of screen coming up
in which ‘Post Void Transact’ option wont be there.
99

4) Now press ‘Esc’ key on the keyboard to close this screen.
100

System Administrator / Front Office Parameters
1. Store Parameters: This is used to set or edit the store
parameters.
2. Cash Office Parameters: This is used to set or edit different
types of Cash Office Parameters.
101

System Administrator / Menu Builder
1. Link Users and Menus: This is to create a user and assign menus to the user.
2. Profile Maintenance: This is to activate a profile and assign created users to profile.
• Creating Users : -----
Enter User Name > Enter Password > Confirm the password
• Linking User : -----
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• Select the Menu
• Select the member created
• Add the member to menu
• If member shares more than one profile ,add the members to multiple profile
• If Member leaves or Profile is changed, Use Remove button.
Creating Sub Menu For A New Created Menu
1. System Administrator > Menu Builder > Link User and Menus.
2. Create a new user “User Name-App IT”, “Password-1234”, Cashier-DUMMY
C&A”.
3. Create a new Menu “Menu Name- Kolkata IT”, “Description- Kolkata IT”.
4. Link User to Menu > Choose “Kolkata IT” > Choose the user “App IT” > Add >
Close.
5. Go to “Kolkata IT Menu” > Click on the icon (Menu Editor) > Right Click on the
Menu “Kolkata IT” > Add existing menu > Choose the Menu then Copy > Close >
Close the Menu Editor Window.
6. Log in “User ID-App IT”, “Password-1234”.
7. This user can access the “Kolkata IT” Menu.
106

110
This is “Kolkata
IT” Menu. “App
IT” user can
access this menu.

System Administrator / Technical Support / System Integrity
1. QDX Files Checksum Table: This is to view the various QDX files that will get
generated in POS.
2. Load / Refresh QDX Files to POS: This is to refresh the QDX files for a particular
POS or all the POS. ( If any POS is reporting abnormalities like ‘PLU List not
updated’, etc.., we need to refresh the QDX files through this option).
System Administrator / Technical Support
1. Sqlmnt: This is used to access / set the database executable options (e.g. Backup /
restore).
System Administrator / General System Parameters
1. General System Parameters: This is used to set different system parameters for
Retalix Storeline.
Utilities
1. Electronic Journal: This is used to view the transaction / event details.
2. LAN Monitoring: This is to monitor the LAN connectivity between LAN and POS.
End Of Day
1. End of Day: This is used to do the EOD.
At the time of EOD if any msg is coming like this (below) then cancel the EOD
operation.
111
Before EOD Check ---
i) Till is signed off
ii) All the POS online
iii) Any POS is not in
Training Mode
Before EOD Check ---
i) Till is signed off
ii) All the POS online
iii) Any POS is not in
Training Mode
To Check EOD Done ---
Open the
“C:PCMasterLogE-OF-
DAY.LOG” file > At the
end check the EOD Date
To Check EOD Done ---
Open the
“C:PCMasterLogE-OF-
DAY.LOG” file > At the
end check the EOD Date
After the EOD is
over the next Bill
No. will be “1”
After the EOD is
over the next Bill
No. will be “1”

XML file generation before and after EOD
There is a particular naming format of XML files like “TRAyyyymmdd(A/L/Z)xxx.xml”
Here A --- All Sales Transactions
Here L --- Last xml file before EOD
Here Z --- EOD complete
For Example---
1. TR20061223A00001.XML ---------- Normal Transaction
11. TR20061223L00011.XML ---------- Last xml Before EOD
12. TR20061223Z00012.XML ---------- EOD Over
13. TR20061224A00001.XML ---------- New File after EOD (Normal
Transaction)
• All transaction xml is generated at the server at C:export
• Once the file is successfully processed using Tibco interface, if
successful then “C:ExportSALESDONE”
• If there is no ticket then the files are kept at
“C:ExportSALESNOTICKET”
• If there is error in processing then the files are kept at
“C:ExportSALESERROR”
If the XML files are not generated, then restart the POS_SRV_MANAGER
services
1. We will have last 30 days data in c:exportsalesdone
2. c:exportsalesarchive will have files between 31 days to 61 days
3. All other files from c:exportsalesarchive which is above 60 days
needs to be backed up in CD/DVD or tape and kept at State IT Head
Quarter.
4. This back up should be marked on basis of store id and data content
with date for future use.
112
If XML is not generated then check the
“POS_Srv_Manager Service”
(C:PCMASTERdrv32POS_SRV.exe) is
running or not.
Start > Run > Type Services.msc >
Enter > Now Check

Mark Down
With the help SPCT s/w, the price against a particular PLU / item can be
reduced, and checked if a PLU is weighable or countable (PLU Type),
1. Double click on “SPCT Icon”
2. Check “Administrator Login(M)”
3. Click on “Ok”
4. Select “Data Input” > “PLU” >“56 key”
5. Open any PLU file to Mark Down (File > Open)
6. Make any changes to any PLU.
7. Specify the shortcut key for the L1 and L2 Key Pad Label.
8. Select “Transfer Data” > “PC  SC”
9. Click on “Ok”
10.Now at the time of Mark Down Press the specific key on the 8442 Scale (if
required change the Label—L1/L2)
11.Press the “V1” key to print the Barcode.
( For BRAM Transfer refer to the “Installation Procedure & Guidelines.doc” )
Check the following fields are filled up or not ………..
PLU No PLU Description Article No. Unit Price PLU Type Preset Key
• Double Click On SPCT Icon.
• Check the “Administrator Login (M) box.
• Press “OK”.
114

• Following messages appears on screen.
• Follow the path;/Data Input/PLU/56 Key
• Click on “56 Key”
• Following screen appears.
115

• Change the per unit item Price in the displayed list.
• Go to EDIT to Add or to delete the PLU.
• To Send the changes to Scale ,Go to Transfer Data
116

• Select “PCSC
• Following screen appears.
To Generate Label Using Scale
• Put the weight/Qty
• Enter the serial code
• Serial code can obtained using following path: File/Export/Export to excel
• Press V1 key. (Green)
• Label will be generated.
• Stick on packet.
117

• Press T for Taring with Tare weight on scale platform
• Now follow process described above to generate Labels.
Reports Navigation Chart
Reports
1. Reliance Retail Management.
2. Senior Customer Services.
3. Customer Service Supervisor.
4. Customer Service Associate.
5. Commercial & Accountants.
6. Admin.
7. Default Menu.
I. Reliance Retail Management:
• Daily Activity
⇒ Reports
i. Store Reports
 Store Sales Report.
ii. Department Reports.
 Department Report.
 Department Sales Report.
 Department Sales By Location Report.
iii. PLU Reports
 PLU Sales By Location Report.
 PLU Sales Report.
 Scan Problem Report.
 PLU By Hour Report.
 PLU Selection Criteria.
 PLU Profitability Report.
iv. Productivity Reports
 Online Hourly Productivity.
 POS Effectiveness Report.
v. Financial Reports.
 Safe Over / Short Report.
 Safe History Report.
 Store / Safe Report.
 Deposit Report.
 History Deposit Report.
 Daily Paid Out Report.
 Media Report.
vi. POS Reports
 POS Declaration Report.
 POS Over / Short Report.
 POS Trial Balance.
 POS Pick Up Report.
• Weekly Activity
⇒ Weekly Paid Out Report.
⇒ Weekly ROA Report.
118

⇒ Reports Schedule Archive.
• Additional Activity
⇒ Reports
i. Scanning Reports.
 Cashier Performance Report.
 Training Mode Report.
 Cashier Scanned Report By Terminal.
ii. Miscellaneous Reports.
 Unrecalled Saved Transaction Report.
 Voided Transaction Report.
 Refund Report.
 Cancel / Subtract Report.
 High Percentage Reductions Reports.
II. Senior Customer Service
• Daily Activity
⇒ Reports
i. Store Reports
 Store Sales Report.
ii. Department Reports.
 Department Report.
 Department Sales Report.
 Department Sales By Location Report.
iii. PLU Reports
 PLU Sales By Location Report.
 PLU By Hour Report.
iv. Productivity Reports
 Online Hourly Productivity.
• Weekly Activity
⇒ Reports
i. Scanning Reports.
ii. Miscellaneous Reports.
 Refund Report.
 High Percentage Reductions Report
119

III. Customer Service Supervisor.
• Daily Activity
⇒ Reports
i. PLU Reports
 PLU by Hour Report.
IV. Customer Service Associate.
V. Commercial & Accounts.
• Daily Activity
⇒ Daily Reports
i. POS Reports
 POS Declaration Report.
 POS Pickup Report (Pickup and Loan).
 POS Over / Short Report.
 POS Declaration History Report.
 POS Trial Balance.
 POS Electronic Journal.
ii. Store & Safe Reports.
 Store / Safe Reports.
 Safe Over / Short Report.
 Safe History Report.
 Deposit Report.
 History Deposit Report.
 Daily Paid Out Report.
 Daily ROA Report.
 Media Report.
• Weekly Activity
⇒ Reports
i. Cashier Reports.
 Location Report.
ii. Scanning Reports.
iii. Miscellaneous Reports.
 Refund Report.
 High Percentage Reductions Reports.
120

The point of sale (POS) is the time and place where a retail transaction is completed. It is
the point at which a customer makes a payment to the merchant in exchange for goods or
after provision of a service. At the point of sale, the merchant would prepare an invoice for
the customer (which may be a cash register printout) or otherwise calculate the amount owed
by the customer and provide options for the customer to make payment. After receiving
payment, the merchant will also normally issue a receipt for the transaction. Usually the
receipt is printed, but it is increasingly being dispensed electronically.[1][2][3]
The POS in various retail situations would use customized hardware and software tailored to
their particular requirements. Retailers may utilize weighing scales, scanners, electronic and
manual cash registers, EFTPOS terminals, touch screens and a variety of other hardware and
software available. For example, a grocery or candy store may use a scale at the point of
sale, while a bar and restaurant may use software to customize the item or service sold when
a customer has a meal or drink request.
The point of sale is often referred to as the point of service because it is not just a point of
sale but also a point of return or customer order. Additionally, today POS software may
include additional features to cater for different functionality, such as inventory
management, CRM, financials, warehousing, etc.
122

Terminology
The most common term used is the point of sale, particularly when talking about this area
from the customer's perspective. However retailers and marketers will often refer to the area
around the checkout instead as the point of purchase (POP) when they are discussing it
from the retailer's perspective. This is particularly the case when discussing planning and
design of the area as well as a marketing strategy and offers.
History
Software prior to the 1990s
McDonald's POS device by Brobeck
Early electronic cash registers (ECR) were controlled with proprietary software and were
limited in function and communications capability. In August 1973 IBM released the IBM
3650 and 3660 store systems that were, in essence, a mainframe computer used as a store
controller that could control up to 128 IBM 3653/3663 point of sale registers. This system
was the first commercial use of client-server technology, peer-to-peercommunications, local
area network (LAN) simultaneous backup, and remote initialization. By mid-1974, it was
installed in Pathmark stores in New Jersey and Dillard's department stores.
123

One of the first microprocessor-controlled cash register systems was built by
William Brobeck and Associates in 1974, for McDonald's Restaurants.[4]
It used the Intel
8008, a very early microprocessor. Each station in the restaurant had its own device which
displayed the entire order for a customer—for example: [2] Vanilla Shake, [1] Large Fries,
[3] BigMac—using numeric keys and a button for every menu item. By pressing the [Grill]
button, a second or third order could be worked on while the first transaction was in
progress. When the customer was ready to pay, the [Total] button would calculate the bill,
including sales tax for almost any jurisdiction in the United States. This made it accurate for
McDonald's and very convenient for the servers and provided the restaurant owner with a
check on the amount that should be in the cash drawers. Up to eight devices were connected
to one of two interconnected computers so that printed reports, prices, and taxes could be
handled from any desired device by putting it into Manager Mode. In addition to the error-
correcting memory, accuracy was enhanced by having three copies of all important data with
many numbers stored only as multiples of 3. Should one computer fail, the other could
handle the entire store.
In 1986, Gene Mosher[5]
introduced the first graphical point of sale software[6]
under the
ViewTouch[7]
trademark on the 16-bit Atari 520ST color computer.[8]
It featured a
colortouchscreen widget-driven interface that allowed configuration of widgets representing
menu items without low level programming.[9]
The ViewTouch point of sale software was
first demonstrated in public at Fall Comdex, 1986,[10]
in Las Vegas Nevada to large crowds
visiting the Atari Computer booth. This was the first commercially available POS system
with a widget-driven color graphic touch screen interface and was installed in several
restaurants in the USA and Canada.
Modern software (post-1990s)
In 1992, Martin Goodwin and Bob Henry created the first point of sale software that could
run on the Microsoft Windows platform named IT Retail.[11]
Since then a wide range of POS
applications have been developed on platforms such as Windows and Unix. The availability
124

of local processing power, local data storage, networking, and graphical user
interface made it possible to develop flexible and highly functional POS systems. Cost of
such systems has also declined, as all the components can now be purchased off-the-shelf.
The key requirements that must be met by modern POS systems include: high and consistent
operating speed, reliability, ease of use, remote supportability, low cost, and rich
functionality. Retailers can reasonably expect to acquire such systems (including hardware)
for about $4000 US (as of 2009) per checkout lane.
Hardware interface standardization (post-1980s)
Vendors and retailers are working to standardize development of computerized POS systems
and simplify interconnecting POS devices. Two such initiatives are OPOS andJavaPOS, both
of which conform to the UnifiedPOS standard led by The National Retail Foundation.
OPOS (OLE for POS) was the first commonly adopted standard and was created
by Microsoft, NCR Corporation, Epson and Fujitsu-ICL. OPOS is a COM-based interface
compatible with all COM-enabled programming languages for Microsoft Windows. OPOS
was first released in 1996. JavaPOS was developed by Sun Microsystems, IBM, andNCR
Corporation in 1997 and first released in 1999. JavaPOS is for Java what OPOS is for
Windows, and thus largely platform independent.
There are several communication ways POS systems use to control peripherals such as:
• Logic Controls
• Epson Esc/POS
• UTC Standard
• UTC Enhanced
• AEDEX
• ICD 2002
• Ultimate
• CD 5220
125

• DSP-800
• ADM 787/788
• HP
There are also nearly as many proprietary protocols as there are companies making POS
peripherals. Most POS peripherals, such as displays and printers, support several of these
command protocols in order to work with many different brands of POS terminals and
computers.
Cloud-based POS
Cloud-Based Point of Sale.
The advent of cloud computing had gave birth to the possibility of POS systems to be
deployed as software as a service, which can be accessed directly from the Internet, using
any internet browser. Using the previous advances in the communication protocols for POS's
control of hardware, cloud-based POS systems are independent from platform and operating
system limitations. Cloud-based POS systems are also created to be compatible with a wide
range of POS hardware and sometimes tablets such as Apple's IPad. Thus cloud-based POS
also helped expand POS systems to mobile devices, such as tablet
computers or smartphones.[12]
These devices can also act as barcode reader using a built-in
camera and as payment terminal using built-in NFC technology or an external payment card
126

reader.Cybertill, which is based in the UK, claims to be the world's first
multichannel cloud-based POS system.[13]
Cloud-based POS systems are different from traditional POS largely because user data,
including sales and inventory, are not stored locally, but in a remote server. The POS system
is also not run locally, so there is no installation required.[14]
The advantages of a cloud-based POS are instant centralization of data (important especially
to chain stores), ability to access data from anywhere there is internet connection, and lower
start-up costs.
Although start-up cost is definitely attractive to end-users, it is still not clear given the
subscription fee involved whether a cloud-based POS is more cost-effective in the mid and
long term compared to on-premises type of POS system. Any cost-benefit analysis would
have to take into account the advantage of continual update of software versions by the
provider and the cost-saving in on-premises IT management.
Perhaps one critical concern to address is the disruptive effects of incidental loss of the
Internet connection. For this reason it is imperative that a cloud-based POS system should be
bundled with a local implementation of the software such that business processes - sales in
particular - can continue with little disruption when there is a dropped connection.
Furthermore, upon restoration of Internet connection it is also important that the local sale
records can be subsequently and easily uploaded to the cloud database without messing up
previous and subsequent sale records. Some cloud-based point of sale systems have an
offline processing mode to handle these situations.
127

Retail industry
The retail industry is one of the predominant users of POS terminals.
A Syrian woman in Jordan is ready to pay for her groceries.
A retail point of sale system typically includes a cash register (which in recent times
comprises a computer, monitor, cash drawer, receipt printer, customer display and a barcode
scanner) and the majority of retail POS systems also include a debit/credit card reader. It can
also include a conveyor belt, weight scale, integrated credit card processing system, a
signature capture device and a customer pin pad device. While the system may include a
keyboard and mouse, more and more POS monitors use touch-screen technology for ease of
use, and a computer is built into the monitor chassis for what is referred to as an all-in-one
unit. All-in-one POS units liberate counter space for the retailer. The POS system software
can typically handle a myriad of customer based functions such as sales, returns, exchanges,
layaways, gift cards, gift registries, customer loyalty programs, promotions, discounts and
much more. POS software can also allow for functions such as pre-planned promotional
sales, manufacturer coupon validation, foreign currency handling and multiple payment
types.
129

The POS unit handles the sales to the consumer but it is only one part of the entire
POS system used in a retail business. "Back-office" computers typically handle other
functions of the POS system such as inventory control, purchasing, receiving and
transferring of products to and from other locations. Other typical functions of a POS system
are: store sales information for enabling customer returns, reporting purposes, sales trends
and cost/price/profit analysis. Customer information may be stored for receivables
management, marketing purposes and specific buying analysis. Many retail POS systems
include an accounting interface that "feeds" sales and cost of goods information to
independent accounting applications.
Retail operations such as Hardware stores (Lumber Yards), Electronic stores and so called
multifaceted super-stores need specialized additional features compared to other stores. POS
software in these cases handle special orders, purchase orders, repair orders, service and
rental programs as well as typical point of sale functions. Rugged hardware is required for
point of sale systems used in outdoor environments. Wireless devices, battery powered
devices, all-in-one units, and Internet-ready machines are typical in this industry.
Recently new applications have been introduced, enabling POS transactions to be conducted
using mobile phones and tablets. According to a recent study, Mobile POS (mPOS) terminals
are expected to replace the contemporary payment techniques because of various features
including mobility, upfront low cost investment and better user experience. Convenience of
conducting remote financial transactions is expected to augment the demand from small and
medium businesses for mPOS.[12]
The blind community in the United States engaged in Structured Negotiations in the mid-
2000s to ensure that retail point of sale devices had tactile keypads. Without keys that can be
felt, a blind person cannot independently enter her or his PIN. In the mid-2000s retailers
began using 'flat screen' or 'signature capture' devices that eliminated tactile keypads. Blind
people were forced to share their confidential PIN with store clerks in order to use their debit
130

and other PIN-based cards. The blind community reached agreement with Walmart,
Target, CVS and eight other retailers that required real keys so blind people could use the
devices.
Hospitality industry
Reception desk POS
Restaurant POS
131

Tablet-based POS
Hospitality point of sale systems are computerized systems incorporating registers,
computers and peripheral equipment, usually on a computer network to be used in
restaurants, hair salons or hotels. Like other point of sale systems, these systems keep track
of sales, labor and payroll, and can generate records used in accounting and bookkeeping.
They may be accessed remotely by restaurant corporate offices, troubleshooters and other
authorized parties.
Point of sale systems have revolutionized the restaurant industry, particularly in the fast food
sector. In the most recent technologies, registers are computers, sometimes with touch
screens like iPad POS.[17]
The registers connect to a server, often referred to as a "store
controller" or a "central control unit". Printers and monitors are also found on the network.
Additionally, remote servers can connect to store networks and monitor sales and other store
data.
Typical restaurant POS software is able to create and print guest checks, print orders to
kitchens and bars for preparation, process credit cards and other payment cards, and run
reports. In addition, some systems implement wireless pagers and electronic signature-
capture devices.
132

In the fast food industry, displays may be at the front counter, or configured for
drive-through or walk-through cashiering and order taking. Front counter registers allow
taking and serving orders at the same terminal, while drive-through registers allow orders to
be taken at one or more drive-through windows, to be cashiered and served at another. In
addition to registers, drive-through and kitchen displays are used to view orders. Once orders
appear they may be deleted or recalled by the touch interface or by bump bars. Drive-
through systems are often enhanced by the use of drive-through wireless (or headset)
intercoms. The efficiency of such systems has decreased service times and increased
efficiency of orders.
Another innovation in technology for the restaurant industry is wireless POS. Many
restaurants with high volume use wireless handheld POS to collect orders which are sent to a
server. The server sends required information to the kitchen in real time. Wireless systems
consist of drive-through microphones and speakers (often one speaker will serve both
purposes), which are wired to a "base station" or "center module." This, in turn, will
broadcast to headsets. Headsets may be an all-in-one headset or one connected to a belt pack.
In hotels POS software allows for transfer of meal charges from dining room to guest room
with a button or two. It may also need to be integrated with property management software.
Newer, more sophisticated, systems are getting away from the central database "file server"
type system and going to what is called a "cluster database". This eliminates any crashing or
system downtime that can be associated with the back office file server. This technology
allows 100% of the information to not only be stored, but also pulled from the local terminal,
thus eliminating the need to rely on a separate server for the system to operate.
Tablet POS systems popular for retail solutions are now available for the restaurant industry.
Initially these systems were not sophisticated and many of the early systems did not support
a remote printer in the kitchen. Tablet systems today are being used in all types of restaurants
including table service operations. Most tablet systems upload all information to the Internet
133

so managers and owners can view reports from anywhere with a password and
Internet connection. Smartphone Internet access has made alerts and reports from the POS
very accessible. Tablets have helped create the Mobile POS system, and Mobile POS
applications also include payments, loyalty, online ordering, table side ordering by staff and
table top ordering by customers. Mobile POS (AKA mPOS) is growing quickly with new
developers entering the market almost on a daily basis. An updated list of developers is
maintained and available for downloading at no charge.
POS systems are often designed for a variety of clients, and can be programmed by the end
users to suit their needs. Some large clients write their own specifications for vendors to
implement. In some cases, POS systems are sold and supported by third-party distributors,
while in other cases they are sold and supported directly by the vendor.
The selection of a restaurant POS system is critical to the restaurant's daily operation and is a
major investment that the restaurant's management and staff must live with for many years.
The restaurant POS system interfaces with all phases of the restaurant operation and with
everyone that is involved with the restaurant including guests, suppliers, employees,
managers and owners. The selection of a restaurant POS system is a complex process that
should be undertaken by the restaurant owner and not delegated to an employee. The
purchase process can be summarized into three steps: Design, Compare and Negotiate. The
Design step requires research to determine which restaurant POS features are needed for the
restaurant operation. With this information the restaurant owner or manager can Compare
various restaurant POS solutions to determine which POS systems meet their requirements.
The final step is to Negotiate the price, payment terms, included training, initial warranty and
ongoing support costs.
Accounting forensics
134

POS systems record sales for business and tax purposes. Illegal software dubbed
"zappers" can be used on POS devices to falsify these records with a view to evading the
payment of taxes
BIBILOGRAPHY
135

• http://profit.ndtv.com/stock/reliance-industries-ltd_reliance/reports-directors-report
• www.wikipedia.com
136

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