Technical Training
SelMatic POS is designed to be intuitive and easy to implement system that follows business requirements of the client. Therefore the most important for effective use and proper system setup is that client has good understanding of its own processes and best practices.
User certification path is recommended step by step understanding of implemented by SelMatic’s knowledge in retail industry (esp. in sales and warehouse processes).
Assumed roles are commonly used in retail. A physical person could perform more than one role (that’s typical in small or mid class organizations or stand-alone sales kiosks).
General prerequisites to successful training are:
- Relevant business knowledge and background
- Basic computer skills (like MS Windows user, MS Excel basics)
- Each training step is based on predefined client processes (documented in blue-print documents of implementation). Thus training is focused on client.
User roles
Main business tasks: B-User issues sales documents (offer, sales order, invoice), creates new customers’ records or edit customer record (limited access), applies different payment methods, processes cash documents (orders), monitors daily cash flow and cash reports.
Main technical tasks: Manages cash register (fiscal and non-fiscal devices)
Store manager:
Main business tasks: S-User controls store quantities and cash flow (including bank transfer and payments), places replenishment orders (including purchase orders), follows and process stock transfer, process deliveries and relevant payments, performs stock taking, monitors store performance (sales reports, KPI reports), manages vendor record
Main technical tasks: Manages cash register (fiscal and non-fiscal devices)
Master data operator:
Main business tasks: MD-operator manages item records (incl. business sets), personnel records (names and relation to store level), customer and vendor records (extended access), item groups, customer groups, performs mass changes of item and customer records
Main technical tasks: MS Excel basics (ref. Microsoft certification path)
Pricing control operator:
Main business tasks: Prc-operator manages price records (price list price, related price lists), price conditions and discounts, price changes
Main technical tasks: MS Excel basics (ref. Microsoft certification path)
Payment processor (operator):
Main business tasks: P-processor handles bank and card payment in central office. P-processor validates store reports (cash and bank transfers), collects money transfers, reports cash flow and levels.
Main technical tasks: None
Process owner:
Main business tasks: P-owner (Logistic & Purchasing execution, Sales execution, Payment collection) monitors overall single business process across the company.
- Logistics execution owner controls stock levels (central warehouse and purchasing), validates stock taking (scope and execution), and controls vendor credit policies.
- Sales execution owner controls special pricing policies, customer credit control (levels and payment terms), defines sales sets and bundles
- Payment collection owner defines cash and payment procedures, cash reporting and cash documents transfer (between offices in organization)
Main technical tasks: None
Interface auditor (in case of interfaces):
Main business tasks: I-auditor monitors cross system interfaces and issues, ensures data consistency by cross systems balances and validation procedures. I-auditor performs manual corrections in case of interface malfunction or issues across the company (incl. re-process of interface steps, data cleaning or modification across systems). In case of interface I-auditor places requests for development (for technical improvements and control).
Main technical tasks: Firebird SQL – monitoring and execution (IBExpert tool), MS Excel advanced reporting (ref. Microsoft certification path)
Process auditor:
Main business tasks: P-auditor monitors overall business performance and cross process issues across the company. In case of interface P-auditor sets cross process balances (i.e. sales to customer against payments and issued documents, delayed payments - incl. bank transfer and card payments) and validation procedures (daily, monthly and annual).
P-auditor Handles cross process issues and system behavior (places requests for process development and improvements).
Main technical tasks: MS Excel advanced reporting (ref. Microsoft certification path)
Software administrator:
Main business tasks: S-administrator is familiar with overall software (SelMatic POS) functionality, critical tasks and control reports. S-administrator maintains user groups and group policies (access rights and menus). He/she handles company organizational structures in system setup (ex. stores, cash points).
Main technical tasks: Firebird SQL – monitoring and execution (IBExpert tool), windows installation techniques and user access management
User certification path
Although, User certification path is highly customizable and depends on complexity of client business, SelMatic LTD recommends step by step learning.
Following the certification path users could easily match their business practices to proper methods, tools and reports for maximum efficiency.
B-user (1d) -> S-manager (1d) -> P-owner (1d per process) = P-auditor (3d) -> S-administrator (2d)
B-user (1d) -> S-manager (1d) -> I-auditor (process background required, 2d) -> S-administrator (2d)
B-user (1d) -> P-processor (1d)
MD-operator (1d) -> PC-operator (1d)
Technical support services
Technical support services are available 7 days a week, 365 days a year.
The manufacturer of the software grants a 12 month warranty period for the manufactured software and will fix any malfunctions within that period, which are due to faulty work, free of charge.
The technical support services are subject to a support contract. Support contract includes:
Upgrades to new versions
Operational support:
a. “How to” responses and guidance.
b. User access policy tune-up or changes.
c. De-registration and registration of work stations (in case of malfunction or hardware damage).
Technical support:
d. System setup and work station licensing.
e. Firebird and synchronization setup.
f. New communication modules deployment (external offices)
g. Resolution of replication issues h. Database optimization and recovery.
Additional support services (optional):
Development subscription – includes a predefined number of man hours (for example 50-100-150) per year, which can be used for development of new functionalities and/or customizations at a discounted rate as they are being bought in bundles. Allows predictable and easier to manage budget for development, reduces expenses, significantly reduces the bureaucracy and shortens the time from request to successful implementation.