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 |