Charisma Retail

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Simple | Intuitive | Flexible | Complete
End-to-end Solution
for Retail

   The retail industry has been facing
   major changes over the last years:
  installation costs have soared, land
    prices continue to fluctuate from
    year to year, making it difficult to             The activity has become so complex
     rely on financial forecasts, whilst             and diversified, that keeping control
 local retailers increasingly resemble               of margins, reducing operational
 those in Western Europe, facing the                 costs, streamlining the personnel and
   pressure from major international                 increasing customer loyalty through
    brands which partner with major                  complex communication programs
                               retailers.            are impossible to achieve without the
                                                     help of integrated software.

As part of the company’s positioning strategy as a leading provider of retail information
systems, Charisma has developed, in over 10 years of presence in the industry, a
complete package of software solutions, fully integrated, covering all critical processes of
a retailer, regardless of its size or complexity.

In order to provide the clients with complete solutions, Charisma also offers a wide range
of IT services: consulting, project management, customized software development,
system integration, operational support and training.
Standardized solution
                             for leading retail companies

                 TotalSoft understands the specific challenges of the retail industry
                 and therefore supports companies of any size and activity field, as
                       well as their key decision-makers, with the help of advanced
                                             management and activity control tools.

               Charisma Retail module is the most complex and popular POS (Point
                of Sale) solution in Romania, especially because of the flexibility in
                  rapidly covering each operational requirement of a point of sale.
                  The solution allows product sales optimization through different
                 means (cash or/and credit card/gift vouchers/value tickets by EFT
                    POS), being designed to facilitate the management of the sales
                       documents and financial instruments occurring in the direct
                             relationship between the store and the end consumer.

                                          Integrated Retail Solution

  Business Applications                                         ERP                                    HR

                                                                                  Foreign          HR & Payroll
    CRM                  SFA                Sales            Purchases

  Document                                Budget                                 Inventory
                     Self-Service                            Cash Flow                             HCM Portal
 Management                             Management                              Management

  Collection         Cost Control        Accounting                                Asset
                                                              Treasury                              Timesheet

                                                                                             Online Commerce (eShop)

                                               Charisma Analyzer

                                                            En-detail sales to end customers are
                                                                   permanently subjected to the
                                                                pressure of buyer's preferences,
                                                                     purchasing power, fluctuant
                                                                demands, compliance with new
                                                                legal regulations, both local and
                                                                    international. Regardless the
                                                             business size or area of the retailer,
                                                              from a small store to a national or
                                                             multinational chain, everyone aims
                                                                       to grow its business and to
                                                              strategically position by achieving
                                                               market share, ensuring customer
                                                                    and personnel loyalty, by the
                                                                     flexibility of the commercial
                                                             policies, with minimum purchasing
                                                             costs and a centralized reporting of
                                                                  the retail network operations.

Financial and Operational Benefits
  Increases the sales
  Thanks to a fast identification of sales downtime and
  peaks, the solution plays a critical part in increasing
  the sales and profitability of the company with
  package offers and promotional products to meet any                 “To give an example, before
  preference and financial capability.                      implementing Charisma, if we asked
                                                               for a report at 14.00 I receive it at
  Increases the efficiency and develops the business
                                                              17.00, now I receive it at 14.02 and
  By reducing overtime and payroll costs, by integrating
                                                             the information is much clearer and
  the company data into a centralized database and
  automating the management and operational
  processes, the Retail module increases the operations'
  efficiency and supports the business development.                               Arsis Trading
                                                                                      Alin Şerban
  Increases customer loyalty                                                                  CEO
  Charisma Retail supports customer loyalty through
  cards with bonus points, as well as promotions,
  discounts or reduction of the sales time.

                                                                                                       4 5
Increases the efficiency of the sales process      request, after the fiscal receipt was
by:                                                issued;
n   automatically selecting the product /          n process management;
    service in the sales document;                 n process management at sale
n   configurable pricing policy;                   points;
n   eliminating "out-of-stock" situations and      n the product reservations
    removing faulty inventory management;          based on proforma invoices;
n receiving methods: cash, value
    multiple                                       n by multiple criteria –
    tickets, card, gift vouchers;                  barcodes, scanner, manual search by
n direct sales on invoice;
    providing                                      code, name, batch, provider, stock
n total or partial returns,
    enabling                                       logistics features etc.;
    compensations of products for sale;            n
                                                   Sales returns management, either
n   operational sales closing, similar with        partial or total;
    cash register closing;                         n for large retail chains, thanks
                                                   to its multi-store capacity and real-time
Marketing advantages by:                           integration with Charisma ERP;
n programs - issuing loyalty cards
  Loyalty                                          n
                                                   Automatic generation of documents
  (defining, issuing, distributing,                related to product compensation;
  managing), both in store and by regular          n and fast access to the cash
  mail;                                            register record;
n promotional campaigns;
  Sending                                          n and daily closing of sales
n price management with the
  Efficient                                        from operational point of view;
  possibility to set up and use discounts;         n
                                                   Customized document printing;
                                                   Generating real-time reports:
Interface with any cash register:                   n   Sales reports;
n ergonomics via Touch Screen
    Increased                                       n reports;
    Ready; configurable and user-friendly           n records;
                                                        Daily sales
    interface that enables the operation            n   Sales Reports vs. Inventory by site
    both using the keyboard and directly                Reports;
    touching the screen;                           n regarding tracking and
n   The advantage of using composite               reimbursing the value tickets;
    products by automatically suggesting           n regarding the loyalty cards – the
    the kit in case of separate sale of basic      cards issued in the business unit, the
    items, by parallel tracking the sales by kit   amount of the granted discounts;
    or basic items;                                n / off-line work.
n   Stock monitoring by composites;
n to generate invoices upon
Solutions and Benefits
ERP solution perfectly compatible          and Foreign Trade.
with retail specificities
Charisma ERP has a modular                 Advanced customer and partner
architecture, extremely flexible and       relationship management
highly configurable, especially designed   Any company, regardless of its size or
for the optimization of the                activity, interacts with customers and
management of complex organizations,       manages basic information about
regardless of their size. The solution     them, such as names, addresses,
offers a unique view over the entire       contracts, purchase history, invoices,
activity, allowing the reduction of        payments etc. Whether they use
operational costs, integration of          specialized software solutions or other
workflows and increase of company’s        methods, each company aims for
agility.                                   customer's satisfaction.

Charisma Core Business is the basic        Charisma CRM solution ensures a
package of the ERP solution. The           proper link and centralization between
solution consists of eight distinct        communication, daily tasks or sales
modules, natively integrated adapted       team meetings, with opportunities and
for critical processes in the retail       prospect customers; it provides
industry: Accounting, Treasury, Asset      overviews and optimizes the entire
Management, Purchases, Inventory           sales process for companies that do
Management, Budget Management              not have an efficient business reporting

                                                                                6 7
Integrated business management              Human Resource Management
solution for company                        Charisma HCM is an integrated
representatives                             software solution package, dedicated
With the help of Charisma Mobile SFA,       to human resource management,
the management now has full, real-          personnel cost management and
time visibility on the sales process. The   human capital development
solution is tailored to each                investments. The solution provides the
organization, regardless of its size or     management of the employees and
business field, by automating the sales     their positions in the hierarchy, the
processes. Thanks to its integration        parameterization and implementation
with Charisma ERP or with any other         of payroll calculation, salary types,
ERP or CRM system, the solution             benefits, sick leaves, holidays,
completes and optimizes the                 withholdings, as well as generation of
management, operational, marketing          payroll budgets, submission of files to
and the company's commercial                the Working Inspectorates and
strategy flow of the company.               statements to the State budget,
                                            performance assessments, competence
Integrated document management              tracking and development, trainings
solution                                    management and many more.
Charisma Document Management
provides simple and automated               Charisma HCM is one of the most
management of any type of content,          advanced software solution for human
regardless of its format. The product       resource management in Romania,
integrates natively with Charisma ERP       including over 10 years of experience in
or online & offline ERP or PSA              various market verticals. Charisma
solutions, offering an exceptional          HCM solution supports over 10% of the
flexibility and configurability.            active workforce in Romania.

The solution includes features such as
document scanning, saving, archiving,
history, versioning, reporting, access
level definition according to the
permissions granted by the
administrator or based on approval
Comprehensive Debt Collection               Industry leading business intelligence
solution                                    solution
Charisma Collection is the only tool        Charisma Analyzer is dedicated to the
dedicated to debt collection, which is      retail sector and supports the
natively integrated with ERP, HR or         decisional process, by providing
CRM solutions provided by most              information and statistics comparisons
powerful providers in the world.            based on financial indicators specific to
                                            retail company. The solution maximizes
This is a powerful software solution,       the profit of retail institutions of any
designed for managing all debt              size, thanks to a complete set of
collection activities, as well as for the   analysis tools (scorecard, analytic grid,
repossession and remarketing process        analytic chart, reports and configurable
for retail companies. This platform will    dashboards).
lead to an increased efficiency of the
debt collection process in retail sector    Charisma Analyzer is natively
                                            integrated with Charisma ERP and
.                                           benefits from the best performing
                                            technology in the world, developed by
                                            Tableau Software, the BI software
                                            solutions market leader, through an
                                            efficient implementation and reduced
                                            time to adapt to the customer’s

                                            Users waste precious time generating
                                            flawed reports and analysis, created
                                            from heterogeneous data sources or
                                            because they are facing a lack of
                                            communication with the company’s IT
                                            specialists. Charisma Analyzer allows
                                            users full freedom of movement with
                                            respect to data analysis, by removing
                                            barriers, thus increasing transparency
                                            on the entire process.

                                                                                   8 9
Self Service                               Cost Control
Given that any retail company spends       The efficiency of a retail company is
on average 10,000 Euros per call-center    given by the importance the
hours / month on providing                 management allocates to managing the
information about the latest invoices      budgets and expense execution, both
issued to customers or about               in economic contraction periods and
promotional offers, or on printing         during an economic boom.
thousands of documents required
periodically , the need for an urgent      Charisma Cost Control is a product
adoption of a partner self-care solution   especially designed to help companies
is well-understood by most managers.       manage the flow of operational costs
                                           and contracts with the suppliers. The
Charisma Self Service is a fast and        product optimizes the purchasing
efficient communication platform           flows, from structuring the budget,
between the organization and the           managing the expense requests,
business partners, customers or            managing and developing the
providers, that reduces the operational    relationships with suppliers to tracking
costs of the customer service              the contracts and their completion
departments, increases satisfaction and    under the best terms.
customers loyalty, increases the
efficiency of marketing efforts and        The solution helps companies that
creates new revenue channels.              want to have an actual control of the
                                           purchasing process, as well as the
                                           management flow of operational costs
                                           and contracts with the suppliers. The
                                           product includes a suite of standalone
                                           applications (eExpense Approval,
                                           eProcurement, Supplier Contract
                                           Management), perfectly integrated
                                           with Charisma ERP or with any other
                                           ERP system.
Online commerce solution – eShop              Intranet
Charisma e-Shop is an advanced                Charisma Intranet is an advanced
software platform, especially designed        technical solution, based on MS Office
to help trade efficiently and profitably      SharePoint Server 2007 technology,
products and services in the online           which provides a collaborative
environment, without time or space            environment for the employees in the
restriction.                                  retail field.

Through this portal, the customers can        The solution allows the exchange of
post different order types, and the           professional or personal information
administrator can add new products            via forums and blogs, significantly
and services. The solution includes the       contributing to the development of a
possibility of selling products and           healthy, professional internal culture,
services based on loyalty points,             where the critical information is only
provides advanced search functions,           few clicks away.
display filters, stock availability alarms,
showing most bought products or the
products viewed by the buyer, all based
on a professional design, adapted to
each distributor' needs.

                                                                                    10 11
                                                      “We chose Charisma because it was offering a very
                                                      short implementation time, as well as a great price-
                                                      performance ratio. Thanks to this partnership,
                                                      TotalSoft has won a great experience in the telecom
                                                      area, and Cosmote Romania has optimized its
                                                      business processes.”

                                                      Sergiu Dumitraşcu
                                                      Business Application Manager

                                                      Carrefour România
                                                      "We consider that we have achieved our target, i.e.
                                                      having an online database which is unique for all our
                                                      stores, containing all the information required for
                                                      human resources, payroll and timesheet. As a major
                                                      benefit, we have to mention the possibility of
                                                      continuously developing and adapting the program
                                                      to our specific needs."

                                                      Ana Dumitru
 "We wanted to offer an alternative to
                                                      HR Manager
       the Romanian copy-paste market
  trade imported from other European
areas, without considering the cultural               Hervis Sports România
            and traditional ways in which             „We sought a partner to take the entire responsibility
             Romanians interact with the              of human resources and payroll activities, while
   merchandise. Currently, the MIC.RO                 giving us the freedom to focus on national expansion
      chain stores generate daily over 4              plans. Choosing TotalSoft was influenced by multiple
   million transactions, and in order to              good references that the company has in payroll
     control the system, we needed the                outsourcing, as well as by the fact that the company
     information to be delivered in real              uses a highly market-rated software platform.”
       time and in an intelligent format,
           avoiding thus losing time with             Cătălin Pozdarie
         complicated analysis. We chose               General Manager
      TotalSoft for a pilot project, being
    convinced that the Romanian mind                  Dona Pharmacies
could build an integrated and efficient               “We are opening new pharmacies each week and
IT solution for controlling such system.              the number of employees is continuously increasing.
Beyond the technology used, the most                  Our HR department is due to constantly manage its
 important achievement of the project                 activities efficiently and in less time. Charisma plays
       is the integrated and empathized               a crucial role in this respect.”
   working manner of the two teams.”
                                                      Maria Comșa
                        Dan Ionescu                   HR Manager
             CEO Mercadia Holland BV
                                                                                                                               © TotalSoft 2011

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