Page Comparison

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What is Site?

Sites are the physical locations of the various offices, factories, warehouses and sale counters of an organization. Sites may be managed or run by the organization itself or managed by customers. All POS sites, whether managed by organization or customer, must be created in HO. This article describes how to manage POS Site belonging to the organization in Ginesys HO.

'Bill-to, Ship-to' concept added for Sales & Distribution process (From version 11.137.0 onward)

Image Modified
Government has given a provision to ease out goods movements, i.e., marking separate bill to / ship to locations on a Tax Invoice. For example, A is the seller, B being the Buyer, however, B instructing to deliver directly to C. After this update, this possibility would be adequately mapped, i.e., the 'B' and 'C' do not have to be the same.
While you create sites against outright customers, you will have the option to select different shipping address.

Warning
title Applicability
Note: For consignment stores this process is not applicable.

Scenario:
Consider the following scenarios -
- Agent Model - Agent asks the seller to deliver directly to the buyer but provide the bill to the Agent only. The Agent, in turn, would issue another Tax Invoice to the buyer.
- One party multiple Sites - The party might want the invoices to be issued in a single location whereas the goods movement to be done directly to the multiple stores.

Now go to the Group Mapping tab, and tag the newly created allocation group in the Master Allocation Group field.
Next, go to the Actions button in the top right hand corner. Click on the Publish option from the drop down.

Site has been published successfully. - message will be displayed. Click OK.

Pre-requisites

The users' role must have access to the Site feature by enabling Modify app operation for the feature in Admin - Security - User - Role through Retail Management - Setup - Manage.

Step-by-step guide

The steps are as follows:

Go to Retail Management > Setup > Manage > Site.

Site module will open with the list view of previously created site.
Go to Action > Edit or double click on a site you want to edit.
Site window will open populating the records in the particular fields.
Modify the data as per requirement.

Click on Save & Close button to save the modified details of the site.

Expand

title	Create Add Site

Pre-requisites

Prerequisites

The users' role must have access to the Site feature by enabling Add app operation for the feature in Admin - Security - User - Role through Retail Management POS Manager - Setup - Manage.
Audit Plan, Mode of Payment, Petty Cash Head, Document Scheme, Ledger, Master Allocation Group, Site Policy, Tax Region and Coupon - these master modules must be present.

Step-by-step guide

The steps are as follows:

Expand

title	Edit Site

Tip
Note: You cannot modify Doc. Identification No.

Page Properties

hidden	true
id	Actions within Site data

Action button

Go to Retail Management > POS Manager > Setup > Manage > Site.
Site module will open with the list view of previously created site.
Click on Add button.
Site window will open.

You will get various tabs in this window like - Site, Group Mapping, Location & Contact Information, Replenishment Source, Audit Plan, Mode of Payment, Petty Cash Heads, Document Scheme, Ledger and Coupon Offer.

Expand

title	Site

In the Site tab you need to fill the Basic Details of the site, More Operation, Statutory Information, HO Control, Data Exchange Information.

Basic Details

CUID: It is the ID of the site (Mandatory Field).

Tip
Note: CUID is a combination of two parts. The first part is created by HO and it will be populated automatically. You have to put in the second part of the CUID. It can be alphanumeric / numeric / alphabetic value.

Short Code: This is the short form of the site name (Mandatory Field).
Name: This is the name of the site (Mandatory Field).
Price Type: This is the price type (RSP or MRP) of the item when being returned from the store (Mandatory Field), it is used when no in rate is found.
Put in the other details like Start Date, Close Date, Transit days etc.

Mode of Operation

Site Type: You need to select the type of the site whether it is Customer Owned or Organisation Owned or Organization Owned.
Note
The Organization Unit must have the necessary Ledgers like Transfer In Ledger, Transfer Out Ledger etc tagged.
Customer Name: This is the Owner Name or the Store Name. Select the Customer Name form drop down list (Mandatory Field).
Put in the Mode of Operation and Organisation Unit and Organization Unit

Statutory Unit

Put in the GST Identification Number, Date, GST State etc.

HO Control

If the Site Security of the site (User, Role and Policy) is HO controlled then select the check box Site Security (User, Role and Policy) is HO controlled.
If the Site Sales Persons are HO Controlled then select the check box Site Sales Persons are HO Controlled.
If the Site / store needs to make returns for items sold across stores, then select the checkbox Allow to participate in any store return.

Data Exchange Information

Site Published: If you select the check box then the site will be published.
Site Key: This is an Unique Key to identify the site. It will be generated automatically in time of site publish.
Data Exchange: Select the option for Data Exchange or Data Sync either Active or Stop. If you select Active, the data sync from site to HO keeps active but if you select Stop the data sync will not occur.

Expand

title	Group Mapping

In the Group Mapping tab you will get the following fields:

Tax Region: Select the Tax Region from the drop down under which the site is created.

Master Allocation Group: Select the Master Allocation Group which you want to allocate to the site.

Site Policy: Select the Site Policy which you want to allocate for the site.

Transporter: Select the default transporter from site to HO and HO to site.

Expand

title	Location / Contact Information

In this tab you will get two sections - Billing Details and Shipping Details.

Billing Details: The contact details of the person who make the payment.

Contact Person: Put in the name of the person who is the owner of the bill (Mandatory Field).
Address: Put in the address details like City, District, PIN Code, Country etc.
Phone Number: Put in the Official Number, Residential Number of the bill owner etc.
Email: Put in the Email of the bill owner.
Website: Put in the Website of the bill owner.

Shipping Details: The contact details of the person to whom the product will be shipped or delivered. It can be same as or different from Billing Details. If the billing and the shipping details are same, then select the check box Shipping same as Billing in the right side of the window.

Company Detail: Put in the Company Name, CIN No and Contact Person.
Address: Put in the address details like City, District, PIN Code, Country etc.
Phone Number: Put in the Official Number and Residential Number of the person to whom the product will be shipped.
Email: Put in the Email of the shipping owner.
Website: Put in the Website of the shipping owner.
GST Category: Select the GST Category from the drop down list (Mandatory Field). The categories are - Normal Register, Composite, Exempt and unregistered.
Put in GST Identification No., GST State.

Anchor

	Replenishment Source
	Replenishment Source

Expand

title	Replenishment Source

Replenishment Source is the site from where the stocks receive into store.

Logic for site resolution - ?

In this tab you will get two sections - Available Replenishment Source and Assigned Replenishment Source with Item.

Select a Replenishment Source from the Available Replenishment Source section and click on the Right Arrow.
The selected Replenishment Source will be moved to the Assigned Replenishment Source with Item section with details of the replenishment source.
Note
Note: Inclusive of tax Price List tagging option for owned stores has now been provided and tax amount is added to Discount Amount as that of outright stores.
Know Tagging a Transit Site to a Replenishment site
Tip
Note: You can copy a Replenishment Site from an existing site by clicking on Copy From Another Site button.

Expand

title	Audit Plan

In this tab you will get two sections - Available Audit Plan and Assigned Audit Plan.

Select one Audit Plan you want to assign to the site.
Click on the Right Arrow to move the selected audit plan to the Assigned Audit Plan section.

Expand

title	Mode of Payment

You will get two sections - Available Mode of Payment and Assigned Mode of Payment.

Select the Mode of Payment you want to assign to the site.
Click on the Right Arrow to move the selected Mode of Payment to the Assigned Mode of Payment section.
Tip
Note: You can set Credit Note and Debit Note as Global issue and redemption by selecting Allow Global Issue and Receive from Assigned Mode of Payment.

Expand

title	Petty Cash Head

This tab is for Petty Cash Head allocation. You will get two sections - Available Petty Cash Head and Assigned Petty Cash Head.

Select the Petty Cash Head to assign to the site.
Click on the Right Arrow to move the selected Petty Cash Head to the Assigned Petty Cash Head section.

Expand

title	Document Scheme

You can allocate Document Numbering Scheme from this tab. You will get two sections in this tab - Available Document Numbering Scheme and Assignment Assigned Document Numbering Scheme for Local Purchase.

You can allocate Ledger from this tab. You

You can select more than one Document Numbering Scheme to assign to the site.
Click on the Right Arrow to move the selected Document Numbering Scheme to the
Assignment Document
Assigned Document Numbering Scheme for Local Purchase section.

Expand

title	Ledger

Page Properties
hidden true
id Document Scheme Tab
Batch/Serial type of Numbering schemes should not be displayed.
Above check has been applied in both Available and Assigned blocks.

Expand

title	Ledger

You can allocate Ledger from this tab. You will get two sections in this tab - Available Cost Center Applicable Ledger and Assignment Cost Assigned Cost Center Applicable Ledger.

You can select more than one Ledger to assign to the site.
Click on the Right Arrow to move the selected Ledger to the Assignment Cost Assigned Cost Center Applicable Ledger.

Expand

title	Coupon Offer

This tab is for Coupon Allocation. You will get two sections - Available Coupon Offer and Assigned Allocated Coupon Offer.

Select the Coupon to assign to the site.
Click on the Right Arrow to move the selected Coupon to the Assigned Petty Cash Head SectionAllocated Coupon Offer section.

Pre-requisites

The users' role must have access to the Site feature by enabling Add app operation for the feature in Admin - Security - User - Role through Retail Management - Setup - Manage.

Audit Plan, Mode of Payment, Petty Cash Head, Document Scheme, Ledger, Master Allocation Group, Site Policy, Tax Region and Coupon - these master modules must be present.

Step-by-step guide

The steps are as follows:

Go to Retail Management > Setup > Manage > Site.

Site

module will open with the list view of previously created site.

Click on

Add

button.

Site window will open.
Image Removed

You will get various tabs in this window like -

Site, Group Mapping, Location & Contact Information, Replenishment Source, Audit Plan, Mode of Payment, Petty Cash Heads, Document Scheme, Ledger

and

Coupon Offer.

Expand

title	Site

In the Site tab you need to fill the Basic Details of the site, More Operation, Statutory Information, HO Control, Data Exchange Information.
Image Removed

Basic Details

CUID: It is the ID of the site (Mandatory Field).

Tip
Note: CUID is a combination of two parts. The first part is created by HO and it will be populated automatically. You have to put in the second part of the CUID. It can be alphanumeric / numeric / alphabetic value.

Short Code: This is the short form of the site name (Mandatory Field).
Name: This is the name of the site (Mandatory Field).
Price Type: This is the price type (RSP or MRP) of the item when being returned from the store (Mandatory Field), it is used when no in rate is found.
Put in the other details like Start Date, Close Date, Transit days etc.

Mode of Operation

Site Type: You need to select the type of the site whether it is Customer Owned or Organisation Owned.

Note
The Organization Unit must have the necessary Ledgers like Transfer In Ledger, Transfer Out Ledger etc tagged.

Customer Name: This is the Owner Name or the Store Name. Select the Customer Name form drop down list (Mandatory Field).
Put in the Mode of Operation and Organisation Unit

Statutory Unit

Put in the GST Identification Number, Date, GST State etc.

HO Control

If the Site Security of the site (User, Role and Policy) is HO controlled then select the check box Site Security (User, Role and Policy) is HO controlled.
If the Site Sales Persons are HO Controlled then select the check box Site Sales Persons are HO Controlled.
If the Site / store needs to make returns for items sold across stores, then select the checkbox Allow to participate in any store return.

Data Exchange Information

Site Published: If you select the check box then the site will be published.
Site Key: This is an Unique Key to identify the site. It will be generated automatically in time of site publish.
Data Exchange: Select the option for Data Exchange or Data Sync either Active or Stop. If you select Active, the data sync from site to HO keeps active but if you select Stop the data sync will not occur.

Expand

title	Group Mapping

In the Group Mapping tab you will get the following fields:
Image Removed

Tax Region: Select the Tax Region from the drop down under which the site is created.

Master Allocation Group: Select the Master Allocation Group which you want to allocate to the site.

Site Policy: Select the Site Policy which you want to allocate for the site.

Transporter: Select the default transporter from site to HO and HO to site.

Expand

title	Location / Contact Information

In this tab you will get two sections - Billing Details and Shipping Details.
Image Removed

Billing Details: The contact details of the person who make the payment.

Contact Person: Put in the name of the person who is the owner of the bill (Mandatory Field).
Address: Put in the address details like City, District, PIN Code, Country etc.
Phone Number: Put in the Official Number, Residential Number of the bill owner etc.
Email: Put in the Email of the bill owner.
Website: Put in the Website of the bill owner.

Shipping Details: The contact details of the person to whom the product will be shipped or delivered. It can be same as or different from Billing Details. If the billing and the shipping details are same, then select the check box Shipping same as Billing in the right side of the window.

Company Detail: Put in the Company Name, CIN No and Contact Person.
Address: Put in the address details like City, District, PIN Code, Country etc.
Phone Number: Put in the Official Number and Residential Number of the person to whom the product will be shipped.
Email: Put in the Email of the shipping owner.
Website: Put in the Website of the shipping owner.
GST Category: Select the GST Category from the drop down list (Mandatory Field). The categories are - Normal Register, Composite, Exempt and unregistered.
Put in GST Identification No., GST State.

Anchor

Replenishment Source

Expand

title	Replenishment Source

Replenishment Source is the site from where the stocks receive into store. In this tab you will get two sections - Available Replenishment Source and Assigned Replenishment Source with Item.
Image Removed

Select a Replenishment Source from the Available Replenishment Source section and click on the Right Arrow.

The selected Replenishment Source will be moved to the Assigned Replenishment Source with Item section with details of the replenishment source.

Note
Note: Inclusive of tax Price List tagging option for owned stores has now been provided and tax amount is added to Discount Amount as that of outright stores.

Tip
Note: You can copy a Replenishment Site from an existing site by clicking on Copy From Another Site button.

Expand

title	Audit Plan

In this tab you will get two sections - Available Audit Plan and Assigned Audit Plan.
Image Removed

Select one

Audit Plan

you want to

Expand

title	Plugin

This tab is for Plugin Allocation. You will get two sections - Available Plugins and Assigned Plugins.
Image Added

Select the Plugin to assign to the site.
Click on the Right Arrow to move the selected

audit plan

Plugin to

the

Assigned Audit Plan

section.

Expand

title	Mode of Payment

You will get two sections - Available Mode of Payment and Assigned Mode of Payment.
Image Removed

Select the Mode of Payment you want to assign to the site.

Click on the Right Arrow to move the selected Mode of Payment to the Assigned Mode of Payment section.

Tip
Note: You can set Credit Note and Debit Note as Global issue and redemption by selecting Allow Global Issue and Receive from Assigned Mode of Payment.

Expand

title	Petty Cash Head

This tab is for Petty Cash Head allocation. You will get two sections - Available Petty Cash Head and Assigned Petty Cash Head.
Image Removed

Select the Petty Cash Head to assign to the site.
Click on the Right Arrow to move the selected Petty Cash Head to the Assigned Petty Cash Head section.

Expand

title	Document Scheme

You can allocate Document Numbering Scheme from this tab. You will get two sections in this tab - Available Document Numbering Scheme and Assignment Document Numbering Scheme for Local Purchase.
Image Removed

You can select more than one Document Numbering Scheme to assign to the site.
Click on the Right Arrow to move the selected Document Numbering Scheme to the Assignment Document Numbering Scheme for Local Purchase section.

Expand

title	Ledger

You can allocate Ledger from this tab. You will get two sections in this tab - Available Cost Center Applicable Ledger and Assignment Cost Center Applicable Ledger.
Image Removed

You can select more than one Ledger to assign to the site.
Click on the Right Arrow to move the selected Ledger to the Assignment Cost Center Applicable Ledger.

Expand

title	Coupon Offer

This tab is for Coupon Allocation. You will get two sections - Available Coupon Offer and Assigned Coupon Offer.
Image Removed

Select the Coupon to assign to the site.
Click on the Right Arrow to move the selected Coupon to the Assigned Coupon Section.

Expand

title	Plugins

This tab is for Plugin Allocation. You will get two sections - Available Plugins and Assigned Plugins.
Image Removed

Select the Plugin to assign to the site.
Click on the Right Arrow to move the selected Plugin to the Assigned Plugin Section.

Click on Save & Close button to save the created site.

Expand

title	Publish the site

After the Document Numbering scheme is created and allocated, go back to newly created site and follow the steps below to publish the site:

Go to Ginesys Web - Retail Management - Utilities - Setup - Manage - Site. This opens the Site Master.
Double click on the site name or select the site name and click on the Edit option (using the Actions button).

Image Removed

Assigned Plugin.

Expand

title	UDF (User Defined Fields)

This tab is for filling up the UDF values.

Tip
UDFs have to be configured in Admin > Utilities > Manage > User Defined Fields (Configuring and Allocating UDFs (User Defined Fields))

Image Added

Info

title	Points to be noted

Max 25 UDFs can be configured for the module, i.e. 15 for alphanumeric type data, 5 for numeric data and 5 for date type of data.
Configured UDFs will be applicable for all type of Sites, i.e. Organization Site, Managed Site, Unmanaged Site.
All fields defined will get displayed and validated as per configuration.
Configured UDFs will be displayed in the list view of the Sites.
Configured UDF values will be applicable during import through Managed Site Import, Unmanaged Site Import.

Click on Save & Close button to save the created site.

Expand

title	Publish the site

After the Document Numbering scheme is created and allocated, go back to newly created site and follow the steps below to publish the site:

Go to Ginesys Web - POS Manager - Utilities - Setup - Manage - Site. This opens the Site Master.
Double click on the site name or select the site name and click on the Edit option (using the Actions button).
Image Added
Now go to the Group Mapping tab, and tag the newly created allocation group in the Master Allocation Group field.
Next, go to the Actions button in the top right hand corner. Click on the Publish option from the drop down.
Site has been published successfully. - message will be displayed. Click OK.

Expand

title	Edit Site

Prerequisites

The users' role must have access to the Site feature by enabling Modify app operation for the feature in Admin - Security - User - Role through POS Manager - Setup - Manage.

Step-by-step guide

The steps are as follows:

Go to POS Manager > Setup > Manage > Site.
Site module will open with the list view of previously created site.
Go to Action > Edit or double click on a site you want to edit.
Site window will open populating the records in the particular fields.
Modify the data as per requirement.
Click on Save & Close button to save the modified details of the site.
Tip
Note: You cannot modify Doc. Identification No.

Expand

title	Manage Versions

Prerequisites

The users' role must have access to the Site feature by enabling Manage Version app operation for the feature in Admin - Security - User - Role through POS Manager - Setup - Manage.

Step-by-step guide

The steps are as follows:

Go to POS Manager > Setup > Manage > Site.
Site module will open with the list view of previously created site.
Go to Action > Manage Versions.
Site Version Management window will open populating the records of HO Version Details. Namely CP and Version - Current Version will be selected by default.
Now Site Version Information will show the Site Names under the connected OU and their Ginesys POS Versions.
Image Added
Provide the version to which the site has to be updated in the Enforced Version field.
Click on OK to save it and Cancel to discard the changes.

Page Properties

hidden	true
id	New Replenishment Source

Expand

title	Replenishment Source

Replenishment Source is the site from where the stocks receive into store.

Logic for site resolution - ?

In this tab you will get two sections - Available Replenishment Source and Assigned Replenishment Source with Item.
Image Added

Select a Replenishment Source from the Available Replenishment Source section and click on the Right Arrow.
The selected Replenishment Source will be moved to the Assigned Replenishment Source with Item section with details of the replenishment source.
Note
Note: Inclusive of tax Price List tagging option for owned stores has now been provided and tax amount is added to Discount Amount as that of outright stores.
Know Tagging a Transit Site to a Replenishment site
Tip
Note: You can copy a Replenishment Site from an existing site by clicking on Copy From Another Site button.

To go back to the main page click on the link: How To: Manage Setup in Ginesys RetailSetting Up the Ginesys POS Management

Versions Compared

Old Version 41

New Version Current

Key

What is Site?

'Bill-to, Ship-to' concept added for Sales & Distribution process (From version 11.137.0 onward)

Pre-requisites

Step-by-step guide

Prerequisites

Step-by-step guide

Basic Details

Mode of Operation

Statutory Unit

HO Control

Data Exchange Information

Pre-requisites

Step-by-step guide

Basic Details

Mode of Operation

Statutory Unit

HO Control

Data Exchange Information

Prerequisites

Step-by-step guide

Prerequisites

Step-by-step guide

Page Comparison

Versions Compared

Old Version 41

New Version Current

Key

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'Bill-to, Ship-to' concept added for Sales & Distribution process (From version 11.137.0 onward)

Prerequisites

Step-by-step guide

Pre-requisites

Step-by-step guide

Basic Details

Mode of Operation

Statutory Unit

HO Control

Data Exchange Information

Pre-requisites

Step-by-step guide

Basic Details

Mode of Operation