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Mantra Requirements (Complete)

Mantra Requirements (Complete)

POS

Task

Done

Planned

Comments

Integrated with FBR

Yes

 

We are FBR integrated in the new Revamped Shopdesk.

Can integrate with accounts software

Yes

 

We can integrate with any ERP System.

Cloud based, and can access on phone

Yes

 

Webview on Mobile is available

Can sell in store and online

Yes

 

We can sell in store and online aswell (if you are on our OMS system (OE))

integrated with shopify

Yes

 

OE is integrated with shopify, OE can connect with us.

Has graphical dashboards

Yes

 

Analytics available on dashboard, if something specific is required please do let me know

can work sales staff commissions

Yes

 

We can check User based sales through sales summary and calculate commisions through that.

can do physical stock take and adjustments for each

Yes

 

Stock adjustments moduleis available for this purpose.

can we get BI tool

Yes

 

Analytics are available for this purpose. (shopcast integration is to be done soon) (shopcast is our reccomendation engine)

can show hourly sale report

Yes

 

We can add this feature for Mantra

can show UPT, ATV & conversion (Store wise & sales staff wise)

Yes

 

UPT is there in dashboard, ATV is also there in dashboard.

can generate credit voucher (sales return)

Yes

 

We have the customer Lay by feature where we can add balance to a customers profile

can we check inventory from one store to different store & warehouse

Yes

 

Yes we can select multiple stores from an admin role account and check that specific locations inventory

can we product exchange from one store to different store

Yes

 

Yes, we can select different stores and identify the sale being returned.

can we use customer data for SMS Marketing from software

Yes

 

customer data is exportable, but we do not have an SMS sytem integrated with Shopdesk for mass marketing.

Ability to synchronize online and physical stores and manage both using one platform

Yes

 

We can handle this on Shopdesk once integrated with OE

Features or integrations with the ability to sell on facebook, Instagram and other market places

Yes

 

This already is enabled on Shopdesk

identify opportunities for business growth,

Yes

 

Clarified

advanced analytics platforms that integrate with data

Yes

 

Multiple Analytics available on shopdesk Dashboard

store peak hours

Yes

 

We can add this feature for Mantra

top selling brands

Yes

 

whilst adding products you have the ability to add Supplier code. And that report can tell us which brands are top selling

Online Vs In store sales

Yes

 

Both reports available through shopdesk

Purchased Order & supplychain

Task

Done

Planned

Comments

Advise about Item / dept min & Max levels

 

In Progress

Highest and lowest selling report ETA 15th March 2022

Can do OTB

Yes

 

Through our stock control module

Has purchase orders, in order and in transit data.

Yes

 

Pull report from POs and view all data, If anything additional is required please provide sample

can highlight new items that are hot sellers and advise for reorder

 

In Progress

Highest and lowest selling report ETA 15th March 2022

Can advise for reorder qty

 

In Progress

Can view highest and lowest selling report to see which SKUs need to be ordered ETA 15th March 2022

Can advise for stock balance

Yes

 

Inventory dump is available for this requirement

Can advise for move back to WH for slow sellers (to hold for Annual Sale)

 

In Progress

Highest and lowest selling report ETA 15th March 2022

Drill down sales, to sales per week per location to purchase per week and invoice for each purchase

Yes

 

We have this feature in reports

can show comparison report like Current week sales vs. last years or last 2 years

Yes

 

Can select any date range in reports and export in csv format

weekly sales and purchase report style wise and can drill down to sku wise

Yes

 

This is available through reports, if anything additional please advise and provide sample

Report of items sold and qty in stock and qty in transit and in order

Yes

 

Through sales summary, and Purchase order issueance, and STR

Store's sales performance

Yes

 

Sales summary in reports has this feature

Unlimited Product SKUs

Yes

 

We can upload as many products as youd like

Inventory Management

Task

Done

Planned

Comments

Show previous purchase price and inform if higher than 5%

 

In Progress

In progress ETA 15th March 2022

Can show item attributes and size specs on item profile so all info for website and shops managed in one place

Yes

 

OE shopify and shopdesk will have the same SKUs and products

Can have 5 to 6 customizable item attributes that would cover items and can add more for further info as required

Yes

 

We can add as many attributes as youd like

User friendly reports that give visibility on:

Yes

 

Reports are easy to access and control

Highest and lowest performing products

 

In Progress

Highest selling products are available, however slow sellers is the same requirement as point 32. In progress ETA 15th March 2022

Highest and lowest performing sales associates

Yes

 

User based reports can identify the sales administred by the sales associates

Customer Data management

Task

Done

Planned

Comments

Customer purchases management

Yes

 

Customer wise report is available

customer profile maintained central for online and shop sales

Yes

 

OE and Shopdesk hold customers data individually

Customer items suggestion based on previous purchases

 

In Progress

Shopcast integration is planned ETA 30th March 2022

Loyalty programme for members

 

In Progress

Loyalty integration with omni retain is planned ETA 30th March 2022

Ability to create customer profiles that store purchase history and preferred Brand and sizes

Yes

 

We have the customers module for this purpose

Items suggestion to customers based on items usually bought with

 

In Progress

Shopcast integration is planned ETA 30th March 2022

Customer survey and shopping experience

Yes

 

We print a link on the sales reciept generated where A survey can be filled out, but team mantra will need to make their own customer survey website

Can manage customer demands in software (Wishlist)

 

No

we wont cater to this, as we are not a customer facing software

Can show marketing results.

Yes

 

OE can cater to this or shopify, Shopdesk is not a Marketing software

Review of products and compare prices and research similar

Yes

 

Done

Same day delivery option

Yes

 

OE has this ability in integration with shopdesk

communicate more effectively with customers,

Yes

 

We can use customers stored data to communicate with them

Customer rating of staff performance,

Yes

 

Survey

Predictive analytics capabilities (forecast needs before you need them)

Yes

 

Done on Xstak shared services

customer database capabilities that save, name, contact info, shopping history, preferred shopping channel and more

Yes

 

OE and shopify can cater this

Ability to segment your customer database into custom advertising audiences

 

No

As we are not an advestising platform we cannot cater to this, However you can pull customer wise reports and view.

Email marketing software integrations

 

No

As we are not an advestising platform we cannot cater to this, however we can expose our APIs and you may integrate as required

Integrated loyalty programs

Yes

 

Same as point 52

Multilocation support

Yes

 

Available on Shopdesk

Integrations with Mailchimp, Google analytics and quickbooks

Yes

 

We can expose Our APIs for this requirement if need be

A public API, which enables software developers to build applications for your POS

Yes

 

we can share our APIs

Ecomm functionality

Yes

 

E commerce is available

Customer demand for products (wishlist of customers manage and inform them when product has arrived)

 

No

You will have to check with your advertising partner for this integration

customer data capture and feedback form

Yes

 

Same as point for survey

Accounts

Task

Done

Planned

Comments

Drill down PnL entry to get to ledger to drill down to voucher

 

No

We can be integrated to ERP system who can enable you to get these, shopdesk itself doesn’t

Scan copies of bills attached with vouchers

 

No

We have the ability to re print any invoices however as we are not an accouting software we cannot add expenses