PRIL is an Indian retail solutions company that offers the Retail Excel product. Retail Excel is a complete end-to-end retail management solution for small and mid-sized retailers. It offers various modules like inventory, sales, procurement, accounting, and analytics to enable smooth store operations. Retail Excel provides flexibility in business rules, security, and the ability to manage global operations in multiple countries and currencies. It also allows for robust merchandise management functions.

1. Value Delivery through
PRIL’s Retail Application

2. 1 PRIL Overview
Polaris Retail Infotech Ltd. (PRIL) is one of the leading Indian Retail Product &
Solutions Companies with an extensive experience of 10 years in the global Retail
Space. PRIL is a 100% owned subsidiary of Polaris Software Labs Ltd., a leading
software player in banking and financial domain.
PRIL is focused in providing end-to-end solutions across retail industry verticals. It
offers Products & Services, Consulting & Outsourcing, addressing the overall retailer’s
needs ranging from building efficient check out system, Merchandise & Planning
Systems, Supply chain Management system to specialized offering like Quebusting, RIFD
& E-tailing. PRIL is also a channel Partner to SAP & its flagship Product Retail Excel is
powered with NetWeaver.
PRIL has emerged as a one stop shop for all the Technical requirements in Retail
Vertical. The Prime focus is Superior Technology which spells “Simple, Scalable &
Customized”!
The PRIL Basket of offerings
PRODUCTS SERVICES CONSULTING
• Retail Excel • Implementation • Resource
Augmentation
• Smart Store • Customization
• SAP IS-Retail • Integration • Outsourcing
• Maintenance • Insourcing
• Training
Today PRIL operates in the global retail space, with operations in UK, MEA and SEA.
2. RETAIL EXCEL – END-TO-END RETAIL SOLUTION FOR SMALL & MID-
SIZED RETAILERS
With changing scenario in the Retail industry and the dynamic nature of the business,
complexity is also increasing. To maximize business potential in this very competitive
market, Retailer opt for different innovations to be successful.
With such increased complexity, as shown below, Retailers expect their solution
provider to be efficient so as to handle these diverse business processes. And, if the
solution is given in the form of a product, the product should be flexible enough to
manage these functionalities.
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3. Geographical Spread
National Regional Local
Merchandise Format Ownership
Food & Grocery Lifestyle/Fashion Corporate Family Run
Stores
Jewellery Company owned
Specialty Stores
Apparel/Accessories FRN on O/R Purchase
Hypermarket
FRN on Consignment
Furniture/Furnish
Supermarket
Co Owned FRN
Consumer
Mini
supermarket
Books/Gifts/Musi
Convenience
Drugs & Store Fig 1 (a): Complex Retail Industry
Mom & Pop
Lifestyle/Fashion Stores
PRIL’s Retail Solution for Small and Mid-Sized Retail Businesses, Retail Excel is a
complete end-to-end Retail Application, which offers various modules (shown
below) to enable smooth operations for the Retailers.
Retail Excel Merchandise Retail Excel Warranty
Multiple set ups for different merchandise types Claims for Warranty Items
Retail Excel Inventory Retail Excel Sales
Inventory visibility across locations Sales Order Processing
Retail Excel Replenishment Retail Excel POS
Requisition and Allocation processes Powerful POS Solution
Retail Excel Procurement Retail Excel Re-packing
Re-packing and cov of uom
PO; Multiple Delivery & Returns
Retail Excel Club & Campaign Retail Excel Accounting
Customer Loyalty programs & promotions Comprehensive accounting
Fig 1 (b): Retail Excel – Modules
Retail Excel-Analytics
Pre-defined reports and Customizable Report Designer
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4. Retail Excel Base
Customer expectations and demands are unlimited in today’s Retail World, to make them
happy and make them as customers for life, no doubt it requires a revolutionary concept in
Retail systems, PRIL-retail excel provides the advanced features to drive the business
competitive, cost effective and customer centric.
retailexcel as a Retail solution with its Unparalleled Flexibility, Total Control, Greater
Productivity, Higher Profitability, and Higher Customer Satisfaction supports various
functions of different format of stores.
retailexcel is capable to handle the various retail segments like Supermarkets and
Hypermarkets, Apparel, Footwear, Pharmacy, Specialty Stores, Consumer Durable
Chains, Rural Retail Formats etc.
Know your Business Rules
RetailExcel provides you the flexibility of setting up of your business rules as it functions in
your business.
Supports five level of business location hierarchy
User defined code length and mode of code generation for different masters in
RetailExcel
Enable or Disable Modules/functions as desired
Supports 99 Line of business in one roof (Division)
Supports 20 attributes for one division
Item code generation logic division wise.
Pricing centralized or Decentralized to locations
Campaign centralized or Decentralized to locations
Business preferences module wise.
Enable Variant matrix for apparel and footwear
User defined row and column attribute for variant matrix
Enable Grouping of attributes for apparel and footwear.
Nesting of Attributes for ease of use.
Get your Business Secured
It is very important in any business to have an effective security system on data
manipulation and information.
retailexcel provides the robust security module to administer your users.
Capture Application users, Salesman and Employee details
Attach Department to the users.
Set Levels of Authorization of documents
Create user Groups and specify rights and permissions to users and groups module
and screen wise.
Create Users centrally in Level one organization.
Do fiscal year open and close operations.
Go Global
retailexcel helps you to go global by supporting multi country, multi currency functions.
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5. It has the Capability of handling stores setup in other countries where you have presence.
Create multiple countries in which you do business
Create Multiple currencies in which you do transactions
Categorize your locations, E.g. “Own Store”,”Franchisee”,”Warehouse” etc.
Create Organization (Stores/Warehouse) as and when a new establishment takes
place in different locations.
Attach Line of business (Division) to Organization
Attach Parent location for data flow
Create site groups (Combination of two or more organization is made as site group
for ease of use in defining selling price and promotions)
Set Exchange Rates
Manage your Merchandise
Merchandise Setup module in Retailexcel provides a complete merchandise management
system that is required for a Retailer of any form.
Create attribute values
Create Style Groups
Create SKUs and attach attributes
Categorization of the items as “Merchandise” / “Serialized” / “Set Item”
Predefine the item parameters and create items in easy go using quick item
creation.
Subcategorize the items as MRP Based, Weight Based, Free of Cost, Batch Item and
Perishable Etc.
Supports LIFO and FIFO Item Movement method
Facility to capture multiple barcodes for single item
Maintain item codes of legacy system if any.
Create SKUs of all size and color of a particular style group in one go using Variant
matrix for apparel and footwear (Variant matrix is a screen where it allows the user
to enter the values in matrix grid, based on the row and column attribute
configured in retailexcel)
User defined Unit of Measurement
Attach multiple UOMs for Single item
Purchase in One UOM and Stock/Sell in Different UOM (Buy in Dozens and sell in
PCs)
Block items in Purchase and Stock movement
Information on Last Transaction and Purchase date of items in item configuration
screen
Define Organization wise Safety, Reorder-Level and Maximum quantity of SKUs.
Easy Master Management to change the status of a Vendor and Item.
Customer Category wise Pricing
Location (Organization) wise Pricing
Define selling price to get effective in future date. (Forward Pricing)
Pricing on different methods like Fixed, Mark Down % on MRP, Mark UP % on Cost
Price and Mark UP % on Landed Cost Price
Information on current CP and SP.
Repack items into smaller units (Buy in Gunny Bags and sell in Pcs)
Set making and breaking.(Buy Cup separately and saucer separately and make it as
a single item “Cup and Saucer” and vice versa)
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6. Give your Customers the best by Procuring the Best
Vendor Management
It is very important in the business to maintain the suppliers as we do our customers;
retailexcel helps you to manage your vendor in many ways.
Capture Vendor Details
Predefine the items supplied by the vendor with his cost.
Mark your vendor as a Registered or Un registered vendor
Attach user defined additional charges
Attach payment terms
Create foreign vendors and attach their currencies
Classify Vendor as Job order/Distributor/Manufacturer/Normal
Attach Delivery Terms
Blacklist the vendor with reason.
Predefine the Discounts negotiated with the vendor.
Fix tolerance for the quantity and days for the delivery.
Storewise-Vendorwise Cost Management
Make your Taxman Happy
retailexcel is designed with the high flexibility to handle the tax complications that are
prevailing in different countries.
Create multiple tax Component by specifying the percentage or fixed amount (Tax
master)
Create Tax Plan based on the formula
Can attach multiple tax components in one plan (E.g. Sales Tax + Surcharge)
Specify period for every plan
Create both Purchase and Sales tax plan
Create both header and item level plans
Can handle Excise duty based on MRP
Supports Different tax plan for different locations.
Tax plan based on Delivery jurisdiction (E.g. CST applicable in case of outside
states sale in India)
Procure the Best
Comprehensive purchasing solution that includes centralized procurement and direct-to-
store delivery. The module manages retailers’ complex network of suppliers for smooth
purchasing and delivery. It simplifies transactions and provides access to relevant
information at the right time, enabling better buying decision.
Multiple types of Purchase Orders – Normal PO/Consignment PO/Drop-Ship PO/Non-
merchandise PO
Supports Domestic and Import PO
Supports multiple delivery schedules
Supports centralized Purchasing with multi-location delivery
Four levels of authorization for Purchase Order
Grid based purchase order for handling color-size (Variant Matrix)
Carton receipts against Purchase orders
Purchase Invoice booking for accounting entry
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7. Tolerance control on Quantity and Date of delivery
Stock Return to Vendor
Replenish the Stocks what you Sell and also What you don’t Sell
The requisition and the allocation process simplify decision making of what and how much
to replenish, thus optimizing inventory levels at all locations. View of inventory across
various locations while allocating, lets you efficiently re-deploy slow-moving stocks leading
to higher GMROI.
Stock request and allocate
Auto stock request based on ROL
Consolidation of Requisitions from multiple locations
Allocation of stocks against – particular requisition number/particular SKU
Stock movement between locations
Attach Transfer cost factor
Stock movement to temporary units (Exhibition, Customer Stock Approval etc)
Invoicing and Franchisee Operation
Streamlines sales order processing with multi-departmental workflow, offering tight
interfaces to credit management, receivables and inventory. Consignment and franchisee
Sales support offers the flexibility of using the franchisee route to expand market reach.
retailexcel gives the benefit of dataflow of invoice documents electronically which results
in time saving and accuracy.
Sales Order Processing
Supports multiple delivery schedule
Supports Domestic and Export Sales
Delivery from the same location or from multiple locations
Single Sales order multiple customer delivery locations
Book the consignment order
Create a delivery note before invoicing
Direct Sales Invoice or with reference to Delivery Note/SO
Capture the Sales Returns.
Customer Credit Control
Data flow of Documents to Retailexcel Users electronically.
Improve your Operational Efficiency
Retail Excel's administrative and operational facilities help you to manage the day-to-day
operations in an effective manner.
User defined Reason code for un usual transactions (E.g. Stock Adjustment)
Multiple authorization level for documents
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8. Support your Customer Needs
Supports Customer Loyalty Programs and Promotions that increase customer base, visits per
customer and sales per visit. The module captures customer information, analyses buyer
behavior to help effective to help devise effective loyalty programs for increased ROI.
retailexcel back office module offers the user to capture the required information for the
various functions at the Point Of Sale level.
Centralized Gift voucher Creation, distribution and tracking.
Facility of centralizing or de-centralizing the rights of defining promotion and
loyalty schemes
Supports control of promotion and loyalty scheme definition set-up through settings
in organization master
Loyalty Features-Program definition/New member processing/Membership
suspension & closure/Membership upgrade/Membership renewal
Reward Points Administration-Issue/Redemption/Transfer
Facility of defining a promotion for a group of SKUs for example “Buy 2 and get 1
free”
Facility to set-up non-item promotions for example “Shop between 12:00 to 16:00
hrs and get 10% discount”
Facility to set-up bill level promotion for example “Buy goods worth more than
$200 and get 5% off”
Facility of defining promotion for a particular customer category, for example
“Special discount of 10% for Gold club customers on ladies wear merchandise
Facility of setting up a future dated promotion
Facility of having store specific gift vouchers
Facility of having pre-defined discounts
Customer specific discounts
Print Loyalty card statements
Support accounting functions of a Retailer
Comprehensive, easy to use account solution with strong accounting control features.
The module offers online integration with other business processes and eliminates
duplication of entries.
Financial Data consolidation
Control on fiscal year opening and closing
Group, Sub-Group, Ledger & Sub Ledger maintenance
Mapping of ledgers based on transactions
Supports TDS functions
Supports Cheque printing
On-line posting using posting keys
Supports Final accounts
Financial Reports
Tracking of Receivables and Payables and
Supports various accounting transactions like Contra, Debit Note, Credit Note,
Receipts, Payments and invoice entries.
Bank Reconciliation
Voucher Authorization
Period opening-Day open/Month open/Year open
Ability to book back-dated entries for immediate past period
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9. Reports & Analysis
Delivers more than 80 pre-defined reports for a clear insight into all aspects of the business
to effectively manage operations and take informed decisions for competitive advantage.
An optional report-writer, IYFT (Information at Your Finger Tips) gives freedom to design
customized reports as per business needs.
Predefined Reports module-wise
Stock Ageing Analysis
Stock Ledger
Attribute Wise Stock Status
Stock Status as on Date
Re order analysis
Vendor wise stock analysis
Stock Reconciliation Transfer In –Transfer Out
Item Movement
Style Code Wise Stock on Hand
Vendor Wise Stock Analysis
Item Wise Stock Status
Sales Performance
Attribute Wise Net Sales Report
Item Wise Sales Analysis
Vendor Wise Sales Analysis
Sales Man Performance Analysis
Tax to be Deposited/Returned
Gift Voucher Sales
Accounting Reports
Payables and Receivables
Loyalty Reports
User defined reports in IYFT
Write a SQL query and convert them as a report using IYFT Report Designer
Retail Excel PoS
retailexcel Point of Sale (PoS) enables you to deliver the best shopping experience to your
customers with its advanced functionality.
retailexcel is a new generation retail business application that is produced by
understanding the needs of the Retail and it’s customers.
Simple and easy-to-use PoS makes it a user's delight. The features are drawn from the best
retail practices from around the world and are set atop a state-of-the-art technology
development framework that understands the art of merging business and technology
together to achieve maximum result.
retailexcel Point of Sale provides the Retailer to customize his business settings according
to the need.
Know your business rules
Enable tax
Fix No of Decimal
Configure No of Sessions for a counter in a day
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10. retailexcel PoS Features include special functionality like printing of bills category wise
and again category of choice.
The Preference setting in retailexcel PoS gives a higher degree of flexibility to the retailer
to improve the operation efficiency.
retailexcel Point of Sale is capable of integrating with different Point of Sale machine
brands that comes with various features like Cash drawer, Pole Display & Card Reader.
Create different PoS Types
Configure control codes for each PoS type.
Control your Counters
Retailers face lot of challenges in today’s competitive world, towards that setting up of
specific tills for fast check out, multiple department slip entries finally made as single bill,
setup counter specific tenders etc
Setup rules counter wise
User defined tender types
Attach acceptable tenders counter wise
Attach PoS type to a counter to function depending on the machine
Setup minimum and maximum counter values
Set counter specific header and footer messages.
Handle the day operations efficiently
retailexcel PoS helps the retailer to manage the day-to-day counter operations very
effectively with trouble free and accountability.
Control your store’s day open and day close functions
Session Open with counter wise opening balance of cash
Close session after proper accounting by cashiers
Add cashier to the Session
Counter View for the supervisors to see the liability of the counter.
Blind counter handover.
Tender Audit
Sales Audit function for the Accounting process
Payment in and Payment out to manage cash in the counter.
Footfall Analysis; which allows you to analyze your sales against footfalls entering
the store. This can also be integrated with any hardware.
Support your Customer Needs
retailexcel Point of Sale billing function is simple, secure and powerful with a fast four-
click-a-bill process. Advanced features like Packing Slip, GV sales, Hold the Bill and
Refresh, Layaway, Purchase History on the click of a button; etc enables the retailer to
deliver a value added service to the customers and make them happy and customer forever
Transaction types
Cash and Credit Sales
Sale, Exchange, Cancel, Refund and issue Credit note for refund
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11. Support GV sale and tracking
Layaway
retailexcel with its unique functionality gives the customer an advantage of payment on
their choice.
Accept multiple tender types in one bill
o Cash
o Accepts Single or multiple debit/credit card
o Gift voucher
o Foreign currency
o Loyalty Redemption
o Multiple Credit Note and
o Bank Payment
Customer Profile
Capture customer profile on the fly
o Name, Address and Email id.
o Gender, Marital status, Birthday and anniversary
View customer purchase history on the fly
View loyalty points earned by the customer
Apply customer category wise pricing
Search on code/name/birth date etc for repeat customers.
Promotion
retailexcel support the promotion functions that are defined in the retailexcel back office
module
Buy X quantity get Y quantity free
Setup item level and bill level discounts
Time based promotions
Stock-Take (Cycle Counting)
retailexcel provides offerings such as Stock take integrated with PDA device.
Freeze items for transaction during stock take
You can have multiple Physical counts, freeze any of the counts and authorize
accordingly
Queue Busting
retailexcel will offer advance module called Queue Busting, which is built to work on
mobile device. This helps in speeding the process of billing
Scan and load items on the mobile PoS
Generate RXL QB Slip for the customer
Customer presents RXL QB Slip at the Collection counter and gets the final bill
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12. Off-Line Billing
retailexcel will be offering offline billing to enable trouble free billing in case of server
going down
Continue billing in case of server breakdown
Automatically restore database to the server once it is back to normalcy
Void Options
Void an item with/without authorization
Clear the bill without saving, with or without authorization
Cancel the bill
How does the Salesmen Perform?
Capture sales man bill wise or item wise.
Attach Salesman to the customer
Value added Features
View quantity on hand on the fly
Optional automatic round off feature
Duplicate bill printing with or without authorization
Convert multiple packing slip in to one bill in large format stores
Support barcode scanning
Customized bill printing
Standard 40 and 80 column bill printing
O-PoS Compatible: Retail Excel is compatible with all O-PoS compatible hardware
devices such as barcode scanner, thermal printers, dot matrix printer, weighing
scale, pole displays, cash drawer etc.
Security and Administration
Create user groups
User/Group Specific rights
Create user and salesman separately
DT Nterprise (Completely Automated Data Consolidation Engine)
Set Up Data Transfer Process
Retail Excel allows you to set profile for DT where you would select all the organization
with which you have to do a pull or push procedure. User will define the Push and Pull Data
Profile, which will allow him to send and receive data to and from these organizations.
These settings are one time setting and will instruct the engine to automatically start
execution on defined organizations. DT Nterprise also allows user to do Manual Push and
Pulls. DT Nterprise works on a very low bandwidth requirement and even a dial-up
connection is sufficient for the operation.
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13. DT Nterprise new task
You can schedule your own new task as desired by you.
Enter a unique name for identifying the task. Then select task type i.e. Pull / Push, you can
also make a task enable or disable as and when required.
Owner of the task would be the login id from which you have logged into DT Nterprise,
enter password for security reason to verify users identity.
You can set the schedule as per your requirement; schedule can be broadly of three types:
a. One time occurrence task, where we can define a task to occur only once.
Here we can set the time when we want this task to be executed next time.
b. Weekly task to be occurred on some day of week e.g. Monday, Wednesday and
Saturday.
b. Monthly Task, we can set task for monthly activity of pull – push of data.
Based on the above definitions, which again is to be done once, DT Nterprise will
automatically start execution of the defined process. You just have to ensure that the
machine is connected to the Internet. It is not required to stop any transaction process
during data transfer process.
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