FusionRMS for Acumatica. FusionPOS

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1 Fusion Retail Management System (FusionRMS) is a suite of applications extending the reach of Acumatica to the SMB retail and wholesale distribution markets. Seamlessly integrated, these applications simplify end user experience and extend the reach of Acumatica without effecting core functionality. FusionPOS Fusion Point of Sale (FusionPOS ) is a full feature point-of-sale solution for retailers wanting to fully leverage Acumatica to provide centralized management in highly distributed retail environments. FusionPOS does this without sacrificing any functionality available in standalone retail solutions. What makes FusionPOS different from other point of sale solutions? Eliminates duplicate data entry o All items, customers and pricing data in Acumatica are automatically shared with FusionPOS. No manual intervention required. o All transactions from FusionPOS are automatically returned to Acumatica for final processing. Users may select the extent of their participation in the final processing as dictated by their internal policies and procedures. No down time Retail stores can transact business even when the internet connection is lost. This means increased reliability and an enhanced customer experience. Multiple CRM levels FusionPOS can maintain individual customers' transaction history without creating individual customers in Acumatica. This allows for retaining large amounts of customer centric data critical for analysis of buying patterns and focused marketing efforts independent of the constraints of the ERP. Phantom items FusionPOS allows phantom items i.e. items which exist in FusionPOS but do not exist in the ERP. Phantoms are derivatives of ERP items and are converted back to the stocking unit of measure for posting. FusionPOS can be enhanced by a number of Fusion applications that target specific markets: o Fusion Enhanced Pricing The Fusion Enhanced Pricing module provides retail specific, non-standard pricing beyond the scope of conventional ERP systems, including bundled prices, BOGO, merchandise promotions, vendor based specials and more. o Fusion Gift Card FusionGC is a prepayment card which can be used at multiple locations. Balances are maintained in real time and can be added to/from any location, and are available via the web. o Fusion Scheduler Ideal for salons, restaurants, field service, etc., the Fusion Scheduler visually allocates any resource and assigns prices to tasks. These appointments can be easily converted to register transaction where additional material or labor items can be added as needed.

2 FusionPOS is designed to provide maximum flexibility for large or small organizations. A schematic of the system architecture is presented below. Fusion Register is the core component of FusionPOS and provides the basic end user interface for the system. Leveraging skin technology, the register user interface can be tailored to the requirements of each client and are both keyboard and / or touchscreen compatible. Among the key differentiators for FusionPOS are the ability to handle multiple customer types within one system, the flexibility to determine on a line by line basis the fulfillment methodology for an order and different register types to handle different requirements. Customer Types In FusionPOS each client can determine the nature of each customer and the degree in which that customer s data will migrate to Acumatica. Cash Customers FusionPOS Cash Customer is used where customer or transaction specific data isn t needed, while speed and accuracy is. Examples include insignificant purchases, high volume transient environments, etc. Transactions for Cash Customers are rolled-up into a single, location-specific Sales Order / Invoice in Acumatica for each userdefined reporting period. Accounting Customers FusionPOS also has the ability for direct one-to-one integration with Acumatica for Accounting Customers. Such customers are used for either open account transactions or those requiring follow-on activities such as layaway, ERP fulfillment, etc. Marketing Customers FusionRMS also maintains Marketing Customers. These are used when customer data is desired for marketing, returns or relationship purposes but there is no need to set them up in Acumatica. Marketing Customers retain the same transaction integrity as Accounting Customer, but transactions for Marketing Customers are rolled-up into a unique Sales Order / Invoice by location for posting into Acumatica.

3 Register Types FusionPOS has several register types to meet the cost and functional needs of clients. Fusion Cash Register FusionCR integrates seamlessly with Acumatica inventory. Add an item to Acumatica and it is immediately available at the register. Pricing, availability, etc., can all be controlled with one interface. Daily transactions flow seamlessly back into the Acumatica system with no manual interaction. Purchasing, financial reporting, and cash management are performed within the system, leaving store managers to focus on enhancing your customer s experience. FusionCR also provides complete transaction processing for today s retail environments. Capable of completing a transaction with one touch, FusionCR is intuitive and easy to use with minimal training without compromising functionality. Its flexible user interface can be tailored to meet store level requirements with over seventy five time saving functions available on demand. Item lookups are quick and easy, and can be performed manually or by scanning a barcode. Returns and exchanges can be verified against the original purchase to avoid fraud. Sales, refunds and exchanges can be on the same transaction. FusionCR standard features include: Keyboard or Touch screen Over / Short reports Print / reprint receipt Multiple clerk login modes Multiple item selection Print / reprint invoice Employee Time clock Discount item - $ of % Commission plans Flexible Item Look-up Discount sale - $ or % Split Commissions Serial number tracking Price Change Exchange item / sale Multi-layered security Sale Comment Suspend Sale X / Z tape Item Comment Refund item / sale Multi-location item lookup Scale Integration Barcode receipt / invoice FusionCR s fully integrated Payment Manager offers ultimate flexibility in tendering a sale. Our ability to handle multi-payment tender types per transaction along with multi-currency capabilities means no hassle for your clerks or customers. FusionPOS also includes integrated, PCI compliant credit/debit card processing and signature capture. FusionPOS enables store-based pricing and promotions allowing remote managers to determine specific incentives to move slower items that may be popular at other locations. Pricing can be adjusted at one location to meet competitive pressures without sacrificing company wide margins. FusionCR provides detailed retention of all customer activity and history ideal for loyalty or targeted marketing initiatives. Customers can be set up quickly and easily with user-defined data fields. Customer data can be retrieved by multiple attributes, including loyalty card, telephone number, name, and more. Fusion Customer Service Register Built on the feature set and inventory integration of FusionCR, the Fusion Customer Service Register (FusionCSR ) dramatically extends the reach of the Acumatica system by adding AR integration.

4 FusionCSR enhancements include: Accounting Customers from Acumatica exist at each register. Accounting Customers can be set up for approval from the register. This allows for independent processing of the current transaction from the pending approval process which could impact the terms and conditions of future sales. Accounting customers may purchase on account or make payments on account from the register. Further, FusionCSR checks credit status before processing any sale transaction. FusionCSR processes individual transactions for an Accounting Customer while transactions for non-accounting customers roll-up into one transaction in the Acumatica system. Lay-away- All lay-away transactions are recorded in the Acumatica system, accurately tracking the associated liability. The lay-away liabilities are reversed and properly recorded upon completion of the layaway and completion of the sale. Customer specific pricing- Fusion CSR enables customer specific or contract pricing to be synchronized with the Acumatica system assuring company-wide pricing integrity. Fusion Field Sales Register The Fusion Field Sales Register reconfigures the capabilities of the Customer Service Register for use in Field Sales environments. Remote sales reps can easily download customer history, inventory items, pricing, etc., and engage clients anywhere anytime with or without an internet connection. Orders can be sent to corporate as soon as an internet connection is established. Ideal for trade shows, road reps or events, the field register brings the power of Acumatica to the client. Generate quotes or sales orders, print documents, update or add customer information, all from one simple intuitive user configured interface. With internet connection and properly configured, the Field Register can even accept credit card payments immediately on the spot. Finally, in those cases where samples or hot shot orders need to be delivered by the salesperson, a record of the transaction signed by the client is easy to generate. Fusion Field Service Register Field Service typically requires scheduling resources, management and delivery of inventory as well as the tracking of time and labor to an engagement. Fusion is ideal for these transactions. Appointments can be established using Fusion Scheduler which locks down time as well as anticipated inventory requirements. From there, a transfer order can be generated to move the merchandise to the truck as needed. The driver receives the merchandise into the vehicle for maximum accountability. Then, in the field, the technician will log on at the appointment and track materials and labor consumed to the job. Once complete the customer can be invoiced for collection at the site or later via invoice from corporate. Upon return to the depot, inventory can be restocked and the truck prepared for the next day. Integration to Acumatica is seamless and automatic.

5 Fulfillment Types FusionPOS allows the operator to select from multiple fulfillment types depending on the nature of the transaction,including carryout, pick-up, ship, install, etc. Fulfillment types may be determined at the line level ideal for environments where an initial carry out sale is followed by a delivery or shipment. The FusionPOS integration first creates a Sales Order in Acumatica for each transaction (Accounting Customers) or roll-up transaction (Cash or Marketing Customers). Payments are applied to the open sales order. Fusion then matches the Fulfillment Type with the Acumatica Ship Method, allowing items flagged for future shipment to remain as an open Sales Order. For items otherwise flagged, Fusion can auto post the shipment and / or the invoice depending on client preferences. Fusion Store Manager is the hub of retail store operations and contains three essential elements: Fusion Store Database- All register transactions are immediately recorded on the local Fusion installation. Communication Manager- Controls all communication between the Fusion Store Database and the Fusion Corporate Database. Reporting console- Provides local managers access to critical store performance data. Since Fusion Store Manager contains all information needed to manage store operations, stores can conduct business even when internet connectivity is interrupted. The ability to operate stores autonomously while providing real-time data processing is a core benefit of the Fusion platform. The Fusion Store Manager also employs a small technology footprint. In smaller installations, it can operate on the same machine as the register. Fusion System Manager contains two components. First is the Fusion Corporate Database. This is the central repository for all information collected from the various Fusion Store databases. In addition, it contains all relevant information from the Acumatica system. The Fusion System Manager also contains the Accounting System Integration (ASI). The ASI is a unique operating protocol tailored to each Acumatica. It dictates the nature and extent of the integration. Its core function is to: Optimize efficiency by eliminating duplicate data entry Allow multiple business models (retail / finance; retail / wholesale / finance) to operate simultaneously without sacrificing functionality Improve visibility into all aspects of the business Maximize return on the Acumatica and RMS investments The unique configuration of FCdb and ASI allows FusionPOS users the ability to change their underlying Acumatica instance as their business needs change without affecting core retail operations and more importantly, the user interface at the register.

6 FusionWMS FusionWMS simplifies, streamlines and enhances Acumatica processes. Its streamlined, intuitive user interface allows access to Acumatica functionality from anywhere with an internet connection. Also, it extends that functionality to RF hand-held devices. FusionWMS is comprised of several functional components. Receiving When receiving items at the warehouse, store, or distribution center it is imperative to have a quick and accurate count. POs can be looked up on the hand held device with items and quantities immediately verified eliminating potential errors, incorrect items and redundant information. Once processed, printing inventory labels can be managed from the handheld with FusionWMS automatically discerning which items and the quantity of labels to be printed. Finally, if configured to do so, the receiver will automatically post into Acumatica. Directed Put Away Core functionality in FusionWMS assumes that all receipts arrive at an inbound staging bin. This allows for inspection, labeling, cross dock, etc. From this location, items can be inspected and put away via the bin move functionality. License Plate and Bin Management FusionWMS accurately tracks items to temporary or permanent bins. Scan the bin, scan the item, enter the quantity and the item now resides in the designated bin. Serial and Lot Traceability All the serial and lot traceability from Acumatica is available from within FusionWMS either via the desktop interface or hand held device. Picking & Shipping Pick lists are created in FusionWMS or Acumatica. Whether the pick list is for Sales Orders (single or multiple) or Transfer Orders (single or multiple), FusionWMS can pick the list via hand-held or manually. Also, multiple pickers can manage one pick list. Confirming the pick is as easy as selecting a button on the handheld. Shipping can be done per individual order or pick list and using Fusion container management; items can be picked or packed to a container for easy reference when shipping. FedEx / UPS integration FusionWMS has a proprietary integration with FedEx, UPS and other carriers to expedite. (This is an optional module.) Integration includes assigning the tracking number to the ERP Invoice. Physical Count FusionWMS includes all the functionality of Acumatica plus it extends this functionality to remote locations with only an internet connection. The Fusion Physical Count module, allows you to quickly and accurately take physical counts across multiple warehouses, bins, and lots. When you use Fusion Physical Count and an RF or batch hand-held computer you can audit your inventory counts quickly and easily at any time, instead of waiting for the dreaded yearly cycle-count. This module will make your employees accountable and empower you to make changes to help your company eliminate lost and misplaced items.

7 Barcode Printing With the Fusion Barcode Printing module, you can put bar code labels on your existing inventory, increasing efficiency and customer satisfaction. The Fusion Barcode Printing module allows you to print any number of labels at any time. Simply select a single item or range of items from your inventory master file, enter the number of labels you want printed (either a fixed quantity or let the printing module print labels based off of your current on-hand quantity) and click the PRINT button. It really is that easy! Functional Enhancements Fusion Software also provides specific enhancements to ACUMATICA focused on better serving the Retail markets. These include: Fusion Replenishment Fusion Replenishment provides corporate offices with the ability to quickly and easily generate Purchase Orders or Transfer Orders to restock distribution centers or remote store shelves. Using real time inventory data, Replenishment manages cascading distribution channels where stores may be replenished through transfer orders from regional warehouse (TO) who are in turn replenished from corporate warehouse (TO) or from vendors (PO). Replenishment order quantities are automatically suggested using user-defined parameters including average daily sales, lead times and current stock on hand. POs and TOs are automatically uploaded into ACUMATICA through standard internet connection. Fusion Inventory Management (FusionIM ) is a version of FusionWMS meeting the needs of retail stores. It allows each store to conduct basic inventory transactions i.e. receiving, physical count and label printing. However, it also allows for the store to generate Purchase Orders or Transfer Orders to replenish inventory. Replenishment order quantities are suggested using user defined parameters, including average daily sales, lead times and current stock on hand. POs and TOs are automatically uploaded into ACUMATICA through standard internet connection. Fusion Cost / Price Management Retail presents unique challenges with regard to pricing. Vendors often provide discounts for fixed periods of time which retailers in turn relay on to their customers in the form of lower prices. While Acumatica manages the special price aspect of this, it does not have an automated method to handle cost specials and manage margins. Fusion Cost / Price Management allows cost specials to be set for a specific future date and allows the user to set and lock margins and / or prices. Once set, Purchase Orders are automatically adjusted as is FusionPOS. Fusion Café Ideal for counter sale restaurants such as Coffee shops, Sub shots, etc. Fusion Café features a limited number of configurable items on a series of cascading touch screen menus. Payments are quickly and easily processed. Fusion Café is great for FusionPOS customers with ancillary counter sale requirements.