Necessary equipment for retail store automation. Retail Automation: Techniques for Retail Automation Equipment

Automation of retail with the help of our program provides reliable registration of sales and printing of receipts, as well as constant access to up-to-date statistics in the context of retail outlets, product groups and specific goods. It can work without an Internet connection, which is especially convenient for retail facilities with a small area where it is not always possible to provide uninterrupted Internet access. Our program, like 1C, is compatible with various types of commercial and warehouse equipment, in particular:

  • with fiscal registrars;
  • with barcode scanners;
  • with printers that print labels and receipts.

Doing business using our program, which is similar to 1C, will help free up time and resources for new projects without losing control over current activities.

Retail store automation: maximum possibilities

The program used to automate retail, as well as 1C, solves many problems. The application used to automate business processes provides the ability to perform the following actions:

  • receive sales reports online. To get up-to-date information in real time, you just need to connect to the Internet.
  • Monitor revenue and analyze sales dynamics from anywhere in the world where there is a network connection. In addition, the program, like 1C, provides the manager with all information about the balances of goods, the number of products sold, as well as about unprofitable or, conversely, profitable positions.
  • Equip the store with everything you need to work effectively. The seller is able to master the program for retail within 15 minutes - it has an intuitive interface and is a kind of virtual cash register, where everything is thought out and convenient. Full automation of all cash and trade operations will save staff time and labor.
  • Print receipts and register sales even when offline.

It is relevant to use the system from the MoySklad service, as well as 1C programs, not only in retail, but also in wholesale. The application, which is used to automate many processes, will provide the user with maximum reliable information about the quantity of goods and their movement in the warehouse. As well as the 1C service, our program helps to print various primary documents, edit prices. In addition, it contains ready-made templates that you just need to fill with the required company details.

The service MySklad offers a program for the workstation of the seller in the store.

  • The software does not require installation on a specific device. Preparing to get started takes a minimum of time.
  • The program is easy to use. Even employees with little experience can work with the AWP.
  • Use of modern technologies. Requirements for software and hardware are reduced. The workplace operates online.
  • Convenient interface. Visually, it resembles the keyboard of a traditional cash register. It makes retail automation fast. The application can be mastered even by employees who previously worked only on conventional KKM.
  • Offline mode. Your sales won't stop even if you don't have internet access.

Advantages of the MoySklad service

  • Ample opportunities for the user. You can always not only prepare and organize the seller's workplace, but also provide comprehensive retail automation.
  • Impressive functionality. After automating a retail store, you will be able to maintain a warehouse, manage the issue and receipt of goods, control the movement of finances, and plan purchases. The service also allows you to register basic accounting transactions and work with counterparties. The work on commission agreements is supported, including automatic generation of commission agent reports.
  • Quick and easy preparation for work. The solution interface is as clear and simple as possible. Specialists do not need special skills.
  • Flexibility of settings. The retail automation service can be quickly adapted to the specifics of a particular store.
  • Ample opportunities for the leader. Retail automation will allow you to control revenue, sales, and other important indicators of the enterprise. The workplace and back-office capabilities allow the formation of any reporting, statistics, analysis, operational and strategic planning.
  • Free for one user. Free shop automation is now possible!
  • Availability of ready-made document templates. This allows your retail store to run more efficiently and faster.
  • Possibilities for combining several branches or divisions in one system.
  • Support of specialists by phone and email. Having trouble automating your store? Contact us!

The owners of private trade and service enterprises increasingly decide to fully automate their business. If the business starts to bring a stable income, then it is time to think about the image of the company, about the control and coordination of the elements of the network, consisting of shops or salons, offices, warehouses and accounting. If a store becomes a minimarket with a large assortment of goods, then automation simply cannot be done. It is imperative to automate a large restaurant or cafe.

Store automation is always a business transition to a new level. It is important to understand why automation is needed and to use the new tool to its fullest. What matters is the right choice of a partner - a company that will carry out complex business automation. Implementation cost is especially important for small businesses. The real lifesaver for many small businesses is the out-of-the-box software solution. Out-of-the-box automation applies to low-cost businesses with a limited set of needs. Automation of trade in a small outlet, where the places of the commodity expert and the cashier are combined, is carried out in the simplest way. Typical solutions are rarely suitable for large enterprises because of the many specific problems that have to be solved on an individual basis.

The quality, appearance and reliability of commercial equipment are also important. Companies involved in the implementation of business automation carry out all the work in a complex: project development, equipment supply, installation and configuration of commercial equipment, software configuration. Staff training is also carried out to make the implementation more effective. In the trading business, even small software failures and downtime due to malfunctions are significant and have a significant impact on profits, so customer support is essential.

As a result of automation, the clear work of all employees is being established, there is an opportunity for unlimited structural growth of the company. Constant control over the business is carried out from any point where there is Internet. Employee productivity increases many times over. The employer saves on employee salaries and returns the money he spent on office equipment. Automation of a retail store requires investment, since it is required to purchase rather expensive and productive specialized equipment. By spending money on a POS system, a barcode scanner and software, the store owner gets an employee who passes through a huge amount of information and does not require a salary. An automated store makes a good impression on customers. Such a store is easily served by only two cashiers who do not create queues and do not irritate customers.

No additional mental effort is required from the store owner, since it is not worth reinventing what others have done long ago. It is retail automation that aims to make everything easier. Automation specialists will help to cope with such tasks that need to be solved by the store owner and his employees. It is necessary to build schemes of interaction between the structures included in the business and introduce the possibility of integrating new directions in them. It is also necessary to make a list of the required equipment and select software. Automation specialists will carry out work on the deployment of the system and conduct personnel training. Automation capabilities are limited only by imagination and financial capabilities, as well as by the level of technical training of the company's personnel, which is being automated. Having understood the scope of work, you can determine the automation budget.

At a certain stage in the development of a retail enterprise, the manual form of keeping records of goods and registering sales ceases to correspond to the scale of activity. In addition, the lack of an automated accounting system often leads to direct financial losses due to employee abuse. In this article, we suggest you follow three simple steps to automate a retail store using the 1C: Retail program.

The purpose of retail store automation is to efficiently perform the following functions and solve the following tasks:

  • sale of goods (registration of cash register receipts, reflection of payment in various forms);
  • accounting of goods (their receipt from a supplier or from a central warehouse, their location in the trading floor, inventory);
  • pricing (setting prices and discounts, support for discount cards);
  • support of commercial equipment (cash registers, POS systems, data collection terminals, barcode scanners);
  • interconnection with accounting and other programs.

Step one: preparation

"Store" setting. You must enter the name of your store and organization, and set up an accounting policy.

Setting up "Warehouses". A store can be represented in the program not by a single warehouse, but by a structure of objects, among which there can be sales areas, warehouse and utility rooms, as well as temporary (virtual) warehouses. So, when automating a clothing store, you can create a detailed structure of warehouses, consisting of several departments ("outerwear", "underwear", "suits"), as well as utility rooms, and then set up the automatic placement of incoming goods in different warehouses.

Setting "Products". Information about the goods is entered in as much detail as possible: in order to use the scanner in the future, barcodes are entered into the database. Properties such as supplier, composition, and expiration date are set for printing labels and price tags. Note that you can use automatic loading from a text file, spreadsheet, database and other sources to fill in the product catalog.

Setting "Prices". The pricing mechanisms in 1C: Retail are quite flexible and easy to use. When new prices are set, the date from which they will be valid is fixed. Thus, it is possible to enter information about price changes in advance, for example, from next week. It is also possible to register several types of prices, setting, for example, different prices for cash and non-cash payments (see Figure 1).

Setting up "Discounts". The most popular are the following types of discounts:

  • a discount when buying a certain amount (for example, over 5,000 rubles);
  • discount when buying a certain amount of goods: when buying two identical goods, the third one is twice cheaper or free;
  • discounts on discount cards. The option of cumulative discounts on a discount card is especially interesting. In this case, thresholds for the amounts and amounts of discounts are set, which begin to operate when each threshold is reached. During the purchase process, the database will accumulate information about the amount of sales for each discount card, and the discount will be calculated automatically, increasing upon reaching the next threshold.

For the product "Women's brown boots" (cost 5 thousand rubles), you must make a seasonal discount of 15%. How to do this is clearly shown in Fig. 2

Now let's imagine that a customer has come who has a discount card that entitles him to an additional 10% discount. The total discount he will receive depends on the store's discount calculation policy. If discounts are summed up , then the total discount will be equal to 30% and the product will cost 3,500 rubles for it. (5 thousand rubles? 30%). If discounts overlap (that is, first there is one discount, and then another), then the cost of the goods will be calculated using the formula (5 thousand rubles x 20%) x 10% and will be 3 600 rubles. The program, in turn, provides for both of these options.

Setting "Access rights". The correct differentiation of access rights is important, first of all, to control the store employees. It allows you to define for each user only those actions that correspond to his position, and excludes all sorts of fraud on the part of employees.

To demonstrate the capabilities of the 1C: Retail program, as an example, let us consider the simplest option - setting rights for two users - a cashier and an administrator. The cashier can only be allowed to register sales and close the cash register shift. The administrator is usually given more rights, such as making inventory, returns, and viewing reports. You also need to define the rights to the ability to change prices and discounts of goods, for example, prohibit the cashier from manually changing the price and discounts. This does not allow him to sell the product at a price different from that set by the store administration. However, in this case, the following unpleasant situation is possible: for some reason they forgot to change the price in the database, and the new price is already indicated on the price tags in the store. This can happen, for example, due to the non-operational registration of changes in the program (changes are introduced a few days later). A reasonable solution is to give a financially responsible person, for example, an administrator, the right to authorize price changes. However, many store owners do not place any restrictions on the actions of employees, explaining this by the fact that employees are financially responsible for the goods and for the proceeds.

Step two: hardware setup

To improve the efficiency of a retail store, it is necessary to select and configure the trade equipment correctly.

The 1C: Retail program supports work with a wide range of modern commercial equipment. Installation of fiscal registers, data collection terminals, barcode scanners, electronic scales, customer displays, acquiring systems, magnetic card readers and other equipment is possible. But despite this, still it is worth checking if the program supports the hardware that you already have or are going to buy ... To do this, you just need to visit the 1C website (http://v8.1c.ru/retail/300/3010.htm). To connect equipment that is not in this list, you can contact a specialist who will configure it correctly. However, the integration of incompatible hardware can take a significant amount of time.

The choice of equipment must be approached very responsibly. Here are some simple guidelines for making the right choice:

  • Barcode Scanner. Barcode scanners are stationary and hand-held. If you have a small store, a handheld scanner is likely to suit you, which in turn can be wired or wireless. The latter option is much more convenient, but it also costs much more. The leaders in the Russian market are such scanner manufacturers as SYMBOL TECHNOLOGIES, METROLOGIC and PSC.
  • Fiscal registrar. The fiscal registrar registers information in the fiscal memory and prints receipts. All his work is controlled by the software installed on the computer. Fiscal registrars are characterized by printing speed, receipt width, dimensions, design, economy and cost. The greatest stability and compatibility with "1C: Retail" are shown by the fiscal registrars of the company "SHTRIH-M".
  • Label printers. There are special printers for printing labels. They differ in the principle of printing on thermal and thermal transfer. For those stores where prices change frequently and new labels are printed, thermal printers are suitable. They don't need consumables, but the label darkens over time. If you are not satisfied with this option, then it is better to purchase a thermal transfer printer. When printed on it, the image on the labels is durable and durable. In addition, they have the ability to print color labels. But consumables for such a printer will be expensive.

There is a connection wizard to configure the equipment in the program (see Fig. 3).

Step three: operational management

The main function of the 1C: Retail system is the registration of retail sales. Each sale is made in the system in the form of a check. The main interface that the cashier has to work with is called cashier workplace (RMK). The appearance of the RMK is shown in Figure 4. The interface is simple and convenient and at the same time sufficiently functional to perform all the necessary operations.

To register a sale, you need to fill in the list of goods indicating the quantity (prices are supplied automatically), and then select the desired type of payment (Fig. 5).

Note that this interface is very touch-friendly: it has large buttons and an on-screen numeric keypad. That is why it is worth purchasing a touchscreen display to work with such an interface. However, the work can be organized in the traditional way - using the "mouse" and keyboard. In addition, all of the on-screen buttons have keyboard shortcuts that allow you to perform the same actions as an on-screen button using the keyboard.

One of the main tasks that automation solves is the quantitative accounting of balances. When goods arrive at the store, the program draws up the appropriate documents. Similar actions are performed when writing off goods.

An important part of the accounting is the inventory of goods. After all, regular inventories are a guarantee of the safety of the company's property. The mechanism for its implementation in the system is very simple. To carry out an inventory, you need to read the barcodes of goods using a scanner or a data collection terminal. After that, in the program you can see a report on the discrepancies between the actual and accounting quantities of the goods. If a surplus of goods is identified, you can automatically generate a document for their posting, if a shortage is identified, a write-off document.

Analysis of reporting is an integral part of operational management. In the 1C: Retail configuration, there is a fairly wide range of functionality for these purposes. The main reports used in the system are:

  • Sales report.
    It analyzes the sales of the store for a certain period. In the report, you can break down by periods (days, weeks), break down by department store, and calculate the average discount.
  • Gross Profit Report.
    It allows you to track the sales of a store, taking into account the cost of goods, while calculating the gross profit. Such a report will be useful for comparing the profitability of products or product groups.
  • List of goods in warehouses (Fig. 6).
    The report "List of goods in warehouses" displays turnovers by goods in quantitative terms for a certain period. The report also allows you to get information about the balance of goods for a specific date. Using this report, you can get a schedule for the receipt and shipment of goods from the store's warehouses with any frequency, for example, for every day within a certain period of time.
  • Commodity report (TORG-29).
    The unified form "TORG-29", as a rule, is drawn up with the balance method of accounting for goods. Signed by the accountant and financially responsible person. The first copy of the report with the attached documents, on the basis of which the report is drawn up, is transferred to the accounting department, the second copy remains with the financially responsible person.

In addition, in the program "1C: Retail" you can find specific reports, such as "planning needs for the nomenclature", "plan-actual analysis of the use of working time by employees" and others.

All configuration reports are flexible and customizable. With a few mouse clicks, you can add new indicators (quantity, amount) and analytical sections (for example, department or employee) to the report. Any report can be built for a specific date or for a specific period. You can impose certain conditions on the data on which the report is built, for example, set a selection by a group of goods or highlight in color those stores that have not fulfilled the sales plan. To facilitate the work of users, it is possible to call all the necessary reports directly from the cashier's workplace and adapt their appearance to work with a touch screen.

If the required report is missing in the 1C: Retail system, it can be implemented by a specialist. It takes no more than 1-2 hours to create a simple report.

Additional features

The 1C: Retail software is designed in such a way as to reduce routine work to a minimum. Many additional functions allow you to customize the configuration "for yourself".

One of these functions is the printing of labels and price tags. Earlier we talked about choosing a label printer, but here we will consider directly the process of printing them from the program. 1C: Retail allows you to create an arbitrary label template. Templates of labels and price tags are formed as easily as possible in the user mode, while any information available in the program can be displayed in the template of the price tag. In the price tag, you can display the name of the product, the price, the barcode, the date of setting prices and the date of printing, the article, as well as various properties of the product: size, color, composition, manufacturer. Note that templates for labels or price tags are configured only once, after which the required templates are used for all subsequent printing sessions.

Using various combinations of fonts and styles, you can create any appearance of labels and labels (Fig. 7).

In addition, the user can independently change the appearance of the fiscal receipt by adding the necessary data (articles, discount amount, VAT, and so on) to it. The adaptation of a cash register receipt to the specifics and needs of the store is simple and convenient (Fig. 8).

Comprehensive automation of a retail store allows you to effectively cope with such tasks as:

  • operational management of goods in the store;
  • control of sales and work of employees;
  • evaluation of the efficiency of the store and analysis of the required reporting;
  • creation of an automated workplace by connecting all the necessary equipment.

The product "1C: Retail", on the one hand, is a powerful tool for automating a retail store, and on the other hand, it is so simple and convenient that, with an agreed set of retail equipment, its implementation time is about 2-3 days for a team of specialists. Implementation of the product in the store includes the installation and configuration of commercial equipment, software configuration, user training and support in the first days of operation.


 

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