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:) UL Point of Sale BRD

:) UL Point of Sale BRD

Owned by Noreen Ayesha
Oct 11, 2022
4 min read

https://docs.google.com/document/d/1L6m27ueSDjgTwNVgH-2iTFlJ3zrOBBu_Cr5n3kM00Qk/edit#

Client

Universal Lacrosse

Project 

POS

Author

Saurabh Mhatre / Altmash Mir

Version

2

Status

Approved 

Date Of Approval

04/15/2021

Name of Approver

Corey Schimoler 

 

 

Table of Contents

Overview 1

Current Pain points 1

High Level Requirements 2

Overview 

A POS system can process sales transactions and customer orders, perform clienteling activities, and perform daily operations and inventory management, sales reporting on devices anywhere in the store, and also at PC-based registers, inclusive of mobile device capabilities.



Current Pain points 

  1. Inventory Management is the biggest issue: Currently, have a 300K charge from EBITDA due to inventory challenges

  2. POS system called counterpoint – houses inventory for all 10 stores and 1 warehouse. Have to manually adjust inventory.

    1. Limited ability to automatically make transactions / return in stores. UL has scanners that don’t connect with counterpoint and have to manually adjust inventory

    2. No ability to do Kitting / Bundling or loyalty program through POS

    3. Buying / Merchandising is all managed in Excel spreadsheets

  3. Reporting:

    1. UL runs ad hoc reporting and manipulates data with spreadsheets to review daily/weekly per store reporting (Sell through, KPI reporting, etc)

    2. UL partnered with a company called Skunexis to create a dashboard view with multiple masters, but this ended up being too difficult and did not proceed.

 

 

 

 

High Level Requirements 

 

#

Requirements 

Priority/Need

1

Centralized location to manage / track all inventory from all 10 stores & warehouse 

  • Transfer of inventory

  • Receiving / Placing POs

    • Input and Manage POs with ability to track ability to Open To Buy

  • Ensure tied back into financial reporting (system of checks and balances)
    (POS will be integrated with OMS. OMS will ensure this)

Phase-1

Immediate Must Have

2

Ability to make transactions / return in stores and have inventory updated automatically.

Phase-1

Immediate Must Have

3

Real-time, automated, per location reporting for each store location 

  • Sales 

  • Gross Profit Margin

  • Sell-Through

  • Units Per Transaction

  • Avg Ticket Size

  • Category & Subcategory Level 

  • Inventory / Catalog

  • Fabric’s Offer engine to be linked with POS
    Tied Into POS reporting. 

Phase-1

Immediate Must Have

4

Allow kitting / bundling through POS - Cannot manage inventory accurately without this
(Fabric PIM will take care of this so that we have one central point for handling products)

Phase-1

Immediate Must Have

5

Conduct accurate inventory counts as quickly as possible so we can walk away with variance reports immediately (that can be acted on in the same day).

(POS will send the inventory count adjustments to fabric WMS )

Phase-1

Immediate Must Have

6

POS system for open transfer requests associated with that drawers location

Note: We have an email notification now but our managers constantly miss those. It would be great to have something visible in the POS system so they can keep better track of requests

(We might use the OMS to send out notifications)

Phase 2

Future Must Have

7

Loyalty Program integration through POS

Note: This will be handled as a separate project outside of POS implementation.

Phase 2 

Future Must Have

 

8

Mobile pos solution for events at tournaments or pop up shops

(POS Solution to include the cash register & Sales History)

Phase 2 

Future Must Have 

9

Ability to “line bust” when our stores are overwhelmed.  



Phase 2 

Future Must Have

10

Centralized Stock Transfer Module

Note: Need more detailed requirements on cap, purchase value qty from UL. These requirements are needed to build threshold and parameters for PO’s over a certain quantity and value to be approved internally by finance/merchandising teams. 

Phase 2

Future Must Have

11

Integration with Shipstation (OMS)

  • Inventory allocation management 

Phase 2

Future Must Have

 

Appendix 



1-Details of Work in Progress to be Delivered in Phase -1 (Go Live) and Phase-2 (Post Live Features)

  •  Real-time inventory sync store/e-commerce
    Minimum time possible to run inventories on the webstore. Will be done through schedulers and on delta basis.

  •  Inventory count with barcode reader
    Inventory count to have an option of barcode readings

  •  Pop-up shops

Temporary Shops for events that will be closed later on. The inventory will be transferred from an existing warehouse/store

  •  Gift card integration
    For gift cards we are using Gift up. Cloud will be integrated with the gift up via Api’s.

  •  Online-order and get return in physical store (any store)
    The orders return mechanism to be made flexible that orders can be returned to any outlet regardless where they were purchased from.

  •  Accounting software integration
    Sage Intacct to be integrated with POS. Further call is required when access has been shared with the team.

  •  Scanning for Po and transfer both creating and receiving
    Purchase orders to be scanned for confirmation when any kind of stock adjustment is made. Either if the shop is receiving stock or creating a transfer request.

  •  Attach pdf with transfer and PO

A Pdf to be made available from portal and also to be emailed to different stakeholders upon transfers or purchase orders.

  •  Training support

Team will have 2 detailed training sessions after UAT has been signed off.

  •  Enhancement notification
    Email notifications and Browser popup notifications to be added. This will be in case of transfer requests, Purchase orders, stock adjustments.

  •  In store pick-ups

Store Pick up to be adjusted in the sale order. The attribute is expected to be received from Fabric OMS.

  •  Payment processor

Fabric Pay will be the payment processor.

  •  Tablet / iPad Application 

Application will only include Cash/Sale Register features in the first version.

  •  Loyalty Integration (Phase-2)
    Redemption of Points will be catered in POS.

  • Centralized Stock Transfer Module
    To be controlled by the Super admin. It will be approved and allocated by the superadmin. 

  • Bundling

 

 

2- OMS Features and Integration: 

  • Support order fulfillment and shipping of orders from the Store. Ability for end consumer to purchase an item online and have an option to select

    • pick up from store or curb-side

    • POS application will call order service and retrieve orders pending for fulfillment in store

  • Support creation of orders directly from POS applications. 

    • The orders can be fulfilled from the store 

    • or can be shipped to the customer choice of delivery address. 

  • Manage inventory across warehouses and stores 

    • Addition or adjustment of inventory directly from POS

  • Support Refunds of any orders purchased in store or online from website