2020

EzzyBooks Point Of Sale and Inventory Mgt Features Document

BUSINESS RUNS ON ICT,

ICT RUNS ON

EZZYBOOKS

"Deployed

Customized

&

Maintained

By”

OpenCastLabs Africa

Timau Plaza, 2nd Floor YAYA Center Argwings Kodhek Road, Nairobi P.O Box 30225 00100, Nairobi

Tel: Office: 020 2664808 Moble :+254 723 870 644

Email: info@opencatlabs-africa.com Url: www.opencastlabs-africa.com

Rwanda Office:

P.O Box 4543 Kigali 3rd Floor La Bonne Address House

Avenue de la Revolution Tel: Kigali +250 788 470 532

www.opencastlabs-africa.com

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Table of Contents

EZZYBOOKS POINT OF SALE AND INVENTORY MANAGEMENT ..................................................................... 3

RE: PROVISION OF POINT OF SALE AND INVENTORY MANAGEMENT ................................................................................ 3

COMPANY PROFILE ........................................................................................................................................................ 4

EZZYBOOKS CLIENT PORTFOLIO IN KENYA INCLUDE: ....................................................................................................... 4

SYSTEM PROPOSAL INTRODUCTORY NOTE: ......................................................................................................... 5

OPERATIONAL FUNCTIONALITIES .............................................................................................................................. 6

GENERAL BENEFITS: .................................................................................................................................................... 7 ACCOUNTING FEATURES ............................................................................................................................................ 7 SECURITY FEATURES .................................................................................................................................................. 8 DRAFT IMPLEMENTATION AND COSTING SCHEDULES .............................. ERROR! BOOKMARK NOT DEFINED. SCREEN SHOTS .............................................................................................................................................................. 9

“Quality Systems & Support: An Opportunity for growth and Excellence"

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EzzyBooks Point Of Sale and Inventory Management Confidentiality

©OpenCastLabs. This document contains information which is confidential and of value to

OpenCastLabs. It may be used only for the agreed purpose for which it has been provided. A

prior written consent of OpenCastLabs Africa is required before any part is reproduced.

We hope this document meets your expectations and your requirements and leads to a fruitful

co-operation with you.

Drafted For:__________

RE: Provision Of Point Of Sale and Inventory Management

Dear Sir/Madam,

We at OpenCastLabs Africa would like to take this opportunity to introduce ourselves as a

company that is the market leader in Business solutions provision.

Our development, deployment and implementation skills are unmatched, with our team of

qualified developers and support team and our affiliations with global leaders in system provision,

we provide customers complete end to end solutions using available technologies and introducing

new ones to ensure 100% automation.

We hope our application is in order and to your satisfaction, should you need any further details,

please feel free to contact us. We look forward to working with you and we assure you of our

best attention at all times.

Yours Faithfully

Joab Ngai

For: OpenCastLabs

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Company Profile

OpenCastLabs Africa was founded in 2006. We are an ICT Solutions provider offering total end to

end solutions: ERPs, CMS, DMS and Mobile solutions as well as web portals, web services, web

sites and systems integration.

With over to 10 years in the market, we have been able to provide cutting edge solutions in

development, customization and implementation by adapting to the changing needs and growing

demands by our customers and leveraging on technological innovations to make this happen.

We have customers in Kenya, Rwanda Tanzania and South Sudan, we sit where our customer is

sited so that we can see the horizon from their position and in the end, there is no disconnect

between their problem and the solution we provide, we are able to sustain these customer through

our support team of qualified enthusiastic programmers as well as compelling partnerships with

the world’s leading management information systems providers who helps us implement and

deliver world class enterprise solutions to our customers:.

✓ Safaricom ltd - M-pesa Payment options integration.

✓ Microsoft - partner in deployment platforms and Business Intelligence Solutions.

✓ ECSPAND-Turns Microsoft SharePoint into a complete Enterprise Content Management (ECM)

solution capable of offering DMS, Imaging & document capture, Rendering, Compliance,

advanced Storage Management, email management, as well integration with ERP systems like

Microsoft Dynamics, SAP, EzzyBooks ERP

We are confident that we have solutions for your service needs and trust that you will find our

solutions cost-effective and robust so as to adequately meet your needs.

EzzyBooks Client Portfolio In Kenya Include: • Jikomart supermarkets ltd

• Nairobi Vetrinary Center

• Jape supermarket ltd

• Focal point health care

• Miren cosmetics ltd

• Amazon cosmetics ltd

• Damso cosmetics ltd

• Blay energy Petroleum ltd (Supermarkets and Restaurants in each branch-2 branches)

• Astrol Petroleum ltd (Supermarkets, petrol station and Restaurants in each branch-6

branches)

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• Zen petroleum ltd(Supermarkets, petrol station and Restaurants in each branch-1

branch)

• Home gas ltd

• Triple A gas ltd

• Top Gas ltd

• Green Gas ltd

• Swift energy ltd

• Daktil pharmaceuticals

• Ammara Africa restaurants

• Sagara pharmaceuticals

• Rossland Resort bungoma

• Palmdue highlands hotel

• Club Tunnel Buru Buru

• Nomards club kitengela

• Astrol Grill Mombasa rd

• Kaimosi Friends University

• Que Services Sacco Society Ltd

• County link savings and credit cooperative society Ltd

• Blossom savings and credit cooperative society Ltd

• Sriffa savings and credit cooperative society Ltd

• Expin savings and credit cooperative society Ltd

• Jijenge credit Ltd

• Jisaidie credit Ltd

• Keekrock capital Ltd

• First Capital ltd

• Karati farmers savings and credit society Ltd

• Together-As-One micro investments Ltd

• Bashy investments Limited

• Wespac credit Ltd

• Mwananchi micro Credit Ltd

• Capital bridges Ltd

• Oryx capital Ltd

• Homeland housing corporation

• Que Services Sacco Society Ltd

• County link savings and credit cooperative society Ltd

• Among others

System Proposal Introductory Note:

EzzyBooks POS and inventory solution is a Retail Solution that transforms your computer into a

fast, powerful cash register, combining Point-of-Sales, Retail Inventory, Customer Tracking,

General Ledger, Checkbook, Accounts Receivable, Accounts Payable & restock Scheduling into one

easy-to-use product. With full network support and Multi-site option, The Retail Solution will meet

your needs now and into the future.

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EzzyBooks POS solution is a low cost retail solution that supports an unlimited number of products

and users, with support for tracking Stocks,cash and credit sale, loyalty/reward system as well as

providing compliance reporting tools. The system comprises of integrated modules in all aspects

of retail management. The software is preferably configured on server to be accessed by various

authorized users from their respective workstations.

EzzyBooks POS solution provides the ultimate solution for supermarkets, all kinds of shops, clothe

stores, restaurants, pharmacies and clinics, clubs, manufacturing outlets and any other business

set up that requires sales and inventory tracking. Our primary strategic goal is to create value

for our clients and deliver a competitive advantage to their operations.

PRODUCT FUNCTIONALITY

OPERATIONAL FUNCTIONALITIES

Operations

1. Fast, accurate efficient transaction processing and customer check out

2. Touch screen friendly and easy to learn so your employees can use it right away

3. Real time stocks tracking and movement reporting

4. Fast and accurate purchases tracking with batch numbers and expiry date tracking

5. Automatic and semi automatic purchase order generation that can be emailed to suppliers

directly as well as stocks delivery tracking

6. Capture customers and suppliers information as well as tracking their balances

7. Item price monitoring for both stock and not stock items

8. Elegant and fast invoicing that can be printed or emailed to your clients

9. Identify your dead and near expired stock to enable you to deal with it

10. Have the right stock always, so no over stocking that tie up your cash, or under stocking to

lose customers to your competitors

11. Barcode your stock to help eliminate errors and speed up the sales process

12. Help you to allocate staff hours efficiently thus saving you money and Identify your good staff

and reward them to help boost your sales

13. Generate more sales using the built in emailing to send promotions to existing clients

14. Know your business financial position at any time by the press of a button

15. Auto generation of VAT and other tax reports for compliance/Tax institutions Reporting

16. Can be integrated with PCI compliant card readers, barcode and label printers, scanners as

well as scales and bulk SMS

17. In built loyalty module with management defined reward system and redeem rules and

periods

18. Auto mobile money transaction capture and check out

19. Can be accessed online in real-time from any place in the world

20. Can be customized to meet specific institution requirements

21. All reports can be exported to Ms excel, Word and pdf for easier manipulation and

interpretation

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KEY REPORTS:

Sales and inventory

1. Sale transactions report (per receipt, per product, per user, per customer) with gross profit

2. Inventory movement reports

3. Stock card

4. Items, Quantity and price reports

5. Stock valuation reports

6. Profit margins per category reports

7. Item movement and performance graphs

8. Daily expense, cashier end of day reporting

9. VAT reports

10. Debtors/Creditors balance report, Debtors/Creditors ageing analysis and customer statement

GENERAL BENEFITS:

Why EzzyBooks

1. Make decisions faster

2. Cut on expenses by identifying wastage

3. Increase customer satisfaction through faster service

4. Endless capabilities due to ability to integrate with other systems and current technologies

5. Identify you performing and non performing customers and make quick management

decisions

6 Ensure return customers through loyalty and reward programs

7. Staff tracking and commission based rewards that increase performance

8. Stay ahead of completion with our integrated customer transaction notification system

connected to a bulk SMS provider of your choice

10. Identify your fast moving items and high margin items to ensure there are always available in

stock

11. All reports can export to excel, pdf and Microsoft word formats for deeper analysis and

presentation if required

12. Secure you information with our strong security features and system audits that will help you

avoid fraudulent transactions and track them when they happen

13. Easy to learn and easy to use, which allows your staff spend as less time as possible learning

and using the system thus paying more attention to their core duties in your organization

ACCOUNTING FEATURES

Features

1. General trial balance, balance sheet and profit and loss reports

2. Periodic trial balance to show movement for various account and periodic profit and loss to

show profit/loss for a particular period (quarter ,month ,week ,day) and facilitate for profits

comparison between various periods

3. Full accounts chart for sacco and microfinance type of business that can be customized

4. financial periods creation, opening and closing as well as end of financial year processing

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Features

5. Journal are automatically generated from loan and savings activities while general expense

journals are entered through a simple easy to learn interface

6. Normal business journals entry

7. Ledger statements for each account both general ledger and customer accounts

8. Cash flow position reports and customer trial balance

9. Bank reconciliation facilitation and reconciliation reports generation

10. Drill in and drill out ability for all our reports to journal level

11. Gl control / customer accounts matching

12. Accounts categories to group accounts for reporting as well as income classes to separate

profit and loss for various departments/classes

SECURITY FEATURES

Features

1. Each user has their own user name and password for logging in to the main system and the

branch/department there are authorized to access

2. All login attempt activities are audited, login time, login MAC/Computer address and user and

one cant login in more than one computers at the same time

3. All transactions have an audit date that can be used to track backdated transactions

4. All transaction cancelations are captured in the systems and reports can be obtained if

needed

5. User rights are menu based as well as activity based eg rights modify static data

6. all static information changes are captured and a report can be obtained if required

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SCREEN SHOTS

Periodic income comparison graphs

General POS dashboard

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Touch interface

Stock Movement Report

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Sample Sales Report

POS check out screen