Feature | Description | Access to Costs? |
Customers | View & edit customer details | NO |
CRM | Use the CRM (Customer Relationship Management) feature | NO |
Price List | View the Price List (stock list) | YES |
Sales Report | View the Sales Report | YES |
Create/ Edit a Product/ Package | Create Product Packages | YES |
Label Printing | Print Labels | NO |
Mass Download | Download inventory into excel spread sheets | YES |
Mass Upload | Upload inventory and make changes to products via excel upload | YES |
Mass Product Edit | Make mass changes to product details | YES |
Create/ Edit PO | Create and edit a Purchase Order | YES |
PO Manager | View the main purchase order report, and to receive, edit a Purchase Order | YES |
POE Manager | View and manage the Purchase Order Errors (variances) relating to receipt of stock | YES |
Stock Receipt | Receive Stock via Purchase Order Receipt | YES |
Product Search | Search on Products and view product details (without seeing cost prices, and without being able to edit products) | NO |
Reset Stock Quantity | Reset all stock levels back to zero | NO |
Special Orders Report | Access to the Special Orders Report | NO |
Stock Adjustment | Make manual adjustments to stock levels | NO |
Stock Control | View the Stock Control report | YES |
Stock List | View the Stock List report | YES |
Stock Take | Perform a stock take | YES |
GRA Manager | View and manage the GRA Manager Report (Goods Received Anomalies relating to Stock Transfers) | NO |
ITO Create/ Edit | Create and edit an ITO (transfer) - using the Advanced Method | YES |
ITO Report | View the ITO (Transfer) report - showing all transfers made in the system | YES |
ITO Allocate | Allocate stock via the ITO Allocation report feature (Stock Transfers) | NO |
Pick ITO | Pick an ITO (transfer) | NO |
ITO Dispatch | Dispatch an ITO (Transfer) | NO |
ITO Receive | Receive an ITO, into the 'Received' stock status | NO |
ITO Make Available | Receive an ITO, and make the stock 'Available' for sale | NO |
Report Fulfilment | View the fulfilment report, and to fulfil orders | NO |
Report Income | View the Income Report | NO |
Report Debtors | View the Debtors report | YES |
Profile Security | Manage and control the User Security Profile Settings assigned to Users (system feature access) | YES |
Users | Create, edit and manage Users of the software | NO |
Featured Products | Manage Featured Products on your Integrated Web Store | NO |
Freight Settings | Manage the Freight options for the Integrated Web Store | NO |
Product Options | Configure additional purchase options/variations of products at the Checkout stage of your Web Store | NO |
Promo Discounts | Manage Promotion Discounts, specifically related to your Web Store | NO |
Site Structure | Setup your Web store Departments & Categories | NO |
Static Content | Manage and create new 'static' pages for your Web store | NO |
Template Editor | Edit the Web store HTML template | NO |
Top 200 Customers | View the Top 200 Customers report | NO |
Dashboard | View the Management Dashboard | YES |
Report Daily Brand Sales | View the Daily Brand Sales Report | NO |
Report EOD | View the End of Day Report | NO |
PO Payments Report | View the Payments made against Purchase Orders (for advanced users, relating to imports) | YES |
Report Departmental Sales | View the Department Sales report, related to the Web store | YES |
Report Item Sales | View the Item Sales Report | YES |
Product Sales | View the Product Sales report (detailed product sales) | YES |
Top Sellers Report | View the Top Sellers Report | YES |
Sales Summary | View the Sales Summary Report | NO |
Staff Sales | View the Staff Sales report | YES |
Adjustment Report | Make manual adjustments to stock levels | NO |
POE Report | View and manage the Purchase Order Errors (variances) relating to receipt of stock | YES |
Stocktake Report | View the results of a Stocktake | YES |
Stock Value Vs Sales | View the Stock Value vs. Sales report | YES |
Supplier Statement | View the Supplier Statement report | YES |
Supplier Report | View the Supplier Report | YES |
Brand Setup | Create Brands associated with products | NO |
Customer Upload | Upload customer lists via excel to the Customer Database | NO |
Delivery Options | Setup and edit Delivery Options (delivery driver, zones, etc.) | NO |
Shipping Status | Setup and edit the 'Shipping Status' associated with Purchase Orders | NO |
Shipment Types | Setup and edit the 'Shipment Types' associated with Purchase Orders | NO |
Global Settings | Manage the main system and Global Setting configuration for administrative parts of the system | NO |
Home Page Config | Configure the message on the main home page of Retail Express | NO |
Label Presets | Create and setup label templates for printing stock labels | NO |
Receipt Printing | Setup and configure the receipt printing options | NO |
Countries | Create Countries associated with Outlets | NO |
Outlets | Edit details for your Outlets | NO |
Logo Upload | Upload the company logo that will appear on your Invoices and Purchase Order templates | NO |
Survey Settings | Create and edit the Marketing Survey settings used at POS (within the loyalty tab) | NO |
Price Groups | Setup and manage the Price Groups (discounts) that can be applied to customers at POS | YES |
Price Groups (Fixed) | Setup and manage the Fixed Price Groups (discounts) that can be applied to customers at POS | YES |
Product Types | Setup new Product Types / Groups associated with products | NO |
Suppliers | Create and edit the Supplier's register | NO |
POS | Make sales and use the Point of Sale Module | NO |
Essentials (Required) | Access to the Minimum Requirements of Retail Express - this must be selected for all users | NO |
Implementation | Access and view the Implementation Console (the checklist and instructions for setting up Retail Express) | NO |
Sales Report (Limited) | View the Sales Report, without seeing cost prices | NO |
Stock List (Limited) | View the Stock List report, without seeing cost prices | NO |
Stocktake Report (Limited) | View the results of a stock take, without seeing cost prices | NO |
Day Diary | Update the Day Diary on the main home page | NO |
Stock Re-Orders via Purchase Order | Use the Stock Reports report and create and send purchase orders | YES |
Stock Transfers via ITO | Create a stock transfer | YES |
Report Deposits And Redemptions | View the Deposits and Redemptions report | YES |
Item Detail Export | View the Item Detail Export Report - which shows product sales | YES |
Stock Replenishment | Use the Stock Replenishment feature (Purchase Orders and Transfers via replenishment | YES |
Payment Gateway | Update technical details relating to your Online Credit Card Payment Gateway (Web Store only) | NO |
POS Security Features | Manage and set the Security Permissions (feature access) for Users of the software | YES |
Return Reason Codes | Setup and edit the 'Return Reasons' displayed at POS (for product returns) | NO |
Return Reason Report | View the 'Return Reason Report' that displays customer returns processed at POS | NO |
Voucher Creation Report | View the Voucher Creation Report | NO |
Voucher Redemption Report | View the Voucher Redemption Report | NO |
Payment Types | Edit and configure the types of Tenders / Payment types used at POS | NO |
Report Fulfilment Limited | View the fulfilment report, but not actually fulfil orders | NO |
Sales Detail Export | View the Sales Detail Export report | YES |
Logistics Label Printing | Setup the label templates for the logistics area (fulfilment and picking labels) | NO |
Finance Essentials | Access to the Minimum Requirements of Retail Express finance reports, such as Income Report and End of Day. | NO |
Size Setup | Setup and edit the Sizes associated with products | NO |
Colour Setup | Create Colours, that get associated with products | NO |
Season Setup | Setup and edit the 'Seasons' associated with products | NO |
Product Report | View the Product Report (product sales) | YES |
Inventory Movement Log | View the detailed movement of inventory in the system, historically | NO |
Order Import | Upload historical sales orders, laybys, and invoices | NO |
EOM Customer Deposits | Access the End of Month Customer Deposits report | NO |
EOM Customer Deposits Summary | Access the End of Month Deposits Summary Report | NO |
EOM Inventory Valuation | Access the End of Month Inventory Valuation Report | YES |
EOM Inventory Valuation Summary | Access the End of Month Valuation Summary Report | YES |
Freight Report | View the Freight income related to sales transactions | NO |
ITO Detail Report | View the detailed ITO (Transfer) report - showing all transfers made in the system | YES |
PO Detail Report | View the detailed Purchase Order Report | YES |
Voucher Creation Summary | View the Voucher Creation Summary Report | NO |
Staff Purchases | View the 'Staff Purchases' report | YES |
Report Sales Daily / Monthly | View the Sales Daily / Monthly report | YES |
Newsletter | Setup, create, and send an email based newsletter to your customers | NO |
Gross Profit Report | View the Gross Profit Report | YES |
Loyalty Configuration | Setup and configure the loyalty system | NO |
Customer Activity Report | Access and use the Customer Activity Report | NO |
Register Setup | Create and edit the names and details of 'Cash registers' associated with Outlets at POS | NO |
Stock Take Authorisation | Authorise a Stock Take (via wireless scanning method) | YES |
Product Search Management | Search on Products, and view their cost prices, and be able to edit, change, maintain product details | YES |
Max Discount Rules | Setup and configure the discounting rules, being applied to products and sales | YES |
Staff Sales Export | View the Staff Sales Export report | YES |
Stock Forecast Report | Stock Forecast Report | YES |
Regions | Add / Edit / Remove Regions | NO |
Account Payments Report | Manage payments from your account customers | NO |
Account Statements Report | View and send out statements to your account customers | NO |
Account Payment Terms | Change the payment term messages that appear on PDF statements | NO |
Shipping Ports | Manage your list of Shipping Ports | NO |
Purchasing Cash Flow Report | View the Purchasing Cash Flow Report | YES |
Stock Adjustment Report | This report displays all stock adjustments made over time, including 'Manual Stock Adjustments' applied and 'Stock Take Adjustments' applied | YES |
Inventory Planning Export | View the Inventory Planning Export | YES |
Style Performance | View the Style Performance Report | YES |
POS Multi Buy Discounts | Configuration of discounts for multiple purchases at POS | YES |
Stock Holdings Report | | YES |
Customer Download | | NO |
Sales Channels | Manage Sales Channels | NO |
Source Groups | Manage Source Groups | NO |
Package Details Report | | YES |
Picking / Dispatch Summary Report | | YES |