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Organization can be a group, legal company, zone, branch, department, store, or any such level in the hierarchy depending upon the structure of your business. Ari provides you complete flexibility to define a hierarchical organization structure depending on the way you do your business.
Ari provides three Organization Types for structuring your organizational hierarchy. They are Generic, Legal with Accounting, and Organization.
A generic organization is not a legal entity in itself, but it reports to a legal entity, and at this level, back-office transactions are allowed. You may set an Organization as ‘Generic’ if you want to allow back-office transactions to happen at this level.
An Organization type of Organization is not a legal entity in itself, but it is created for the purpose of the creation of master data and aggregation and reporting of data. No back-office transactions are allowed at this level.
On Ari, Tax Configuration is done under Cards Organization. Here, you can set your Tax Region and define if tax is applicable to your company, configure if the price list includes tax or not, tax amount rounding parameter, etc.
Ari has three types of price lists for users’ ease and smooth functioning
1) Inward / Purchase
2) Outward / Wholesale
We can configure different price lists for various business partners, depending on the type of transactions.
Ari comes with two components
1. Headquarters/Back-office: where retail management functionality is provided, including creating masters, giving access rights, enforcing business rules, analytics, etc.
2. POS: where the billing happens.
You set an organization type as Legal With Accounting for the Organization which has a legal identity, and you file tax returns for it.
A Leaf Organization is the lowest level store where Point of Sale (POS) transactions take place.
Yes, Ari supports multiple currencies on POS and Headquarters. Ari Point of Sale allows you to accept any currency and complete a sale. Ari Headquarters enables you to create purchase orders, invoices in the currency of your business partner.
While creating an Organization, the currency entered acts as the company’s the Base Currency. After that, Conversion rates for foreign currencies are set in reference to the base currency.
By Standard Precision feature, a user can set the number of digits which will be displayed after the decimal. The Fraction feature allows a user to define a smaller unit of the same currency. For instance, setting Cents as the smaller unit for Dollars.
UOM Stands for Unit of Measurement. On Ari, you can set UOM according to which you can buy and sell your products and maintain inventory. Ari Supports Multiple UOMs which are easy to manage. A user can also set UOM conversion rate.
Purchase Cost is the cost at which the products are procured. It does not include any additional charges.
Landed Cost is the cost of the product, including all costs incurred in having goods delivered at the desired location. It includes costs such as freight, customs duty, tax, insurance, etc.
On Ari, stock valuation is done in two ways
(1) Purchase Cost
(2) Landed cost
A User can set this in system parameter setup under the Cards module.
Book Stock is the stock displayed as currently available stock in the stock register.
Negative Stock is a situation in which selling an item will give rise to stock balance getting negative. In case, there is no Book stock; then an Ari user can decide how to handle outward (POS/Wholesale/Stock Transfer) transactions. He can configure and choose whether to allow negative stock or not.
Yes, Ari allows you to set different access levels as per the job roles created. You can configure how and to what level a user can interact with Ari Retail Management Software.
A business partner on Ari can be a customer, vendor, employee, or any combination thereof.
You may link the price list to a business partner using Cards>Business Partner Price List Link.
Additional charges add up to the landed cost of the item. It is essential to record additional charges on Ari if you are going to valuate your inventory based on the landed cost of the items.
A Credit Card Account on Ari is an account used to track and report Credit Card Transactions to the Accounting Software.
To identify any serialized product with a unique tag or serial number, serial control is needed. Through this, a user can decide the pattern of the serial number generation and track and manage serialized inventory items.
From Cards>Serial Control, a user can set how serialized tags will be numbered. Here, a user needs to set the number of digits, prefix or suffix, and initial start number for those serialized tags to be generated.
Product Characteristics are attributes like size, color, quality, shape, etc., which can be added to a product. Product characteristics help in the classification of products. On Ari, a user can create unlimited product characteristics.
These are the different data types which can be added as Product Characteristics:
The default text can be changed by the user using the drop-down list.
Product Category can be termed as a grouping of products based on their general characteristics.
On Cards Product Category, one can visit the Product Category Characteristics Link tab, and there he can set product characteristics using the drop-down list.
Yes, Ari allows us to assign different tax values to different categories. A user can select different tax from the tax drop-down list.
A Generic Product is a product that is not for purchase or sale. Each generic product will have its child products, known as Variant Products, with characteristics specific to it. These variant products are the actual products which are bought and sold. A variant product can have characteristics like e Size, Colour, Brand, etc.
Guarantee Days define the number of days for which replacement or complete repairing of the product will be done without any additional charges.
In this field, a user defines the number of days for which a product can be returned to the store. Valid return days can vary according to the products or product categories.
Ari allows saving an Inward or Outward transaction with Zero amount, and this helps record inventory of product samples.
On Ari Retail management software, products are classified under four groups:
An Assembly Product in Ari is a product which is sold as a combo of two or more product together. You can choose to sell any of the combo products separately.
Some products can be sold together as one unit. These products are added as a Kit Product. A user can decide to sell many different products as a single unit to increase sales.
On Ari, Kit products can be generated or split using the headquarters. Stock is maintained for both individual components and the finished product.
Stock Products are individual products that can be combined to make kit and assembly products, and they are the products for which inventory is maintained on Ari.
Substitute Products are the products that are offered to a customer when his primary selection is not available. Also, substitute product helps in comparing and ease customer’s decision making.
A Link Product is a product that is generally bought together this helps stores and companies to increase sales. Say, for men’s jeans, the linked product could be a t-shirt.
On Ari, a user can create two types of price Lists
1) Purchase type for purchase transactions
2) Sales type for sales transactions
The Enforce Price Limit makes it mandatory for a user to define the maximum selling price and minimum selling price of a product.
Ari allows a user to determine whether the prices mentioned in the price list already include the tax amount or not. If the ‘Price Includes Tax Amount’ box is not checked, it means that taxes are excluded in the concerned price list, and they will be charged extra while making the transactions.
In the ‘Item Price List Form,’ price lists are linked with different items. Ari also allows a user to link different price lists with different product categories. A user can even set an effective date for new price changes.
There are two ways to set the price list value
1) Amount Wise
2) Percentage Wise
Amount wise – User can change the standard price to
b) To all Zero Values
c) To all Non-Zero Values
Percentage wise – A User can increase or decrease the standard price according to the entered percentage value.
Ari allows user to generate barcode in two ways
Ari allows a user to link multiple barcodes with a single product. This delivers ease to the management as the product may have different barcodes for purchase and sales.
Stock Point is the physical location where all the stocks are located. On Ari, a user can make multiple stock points and determine from/to which stock point stock will be increased or decreased in individual transactions.
Product Assortment is the means by which we can restrict a product category to be bought and sold at a certain organization, company, or store only. This helps in segregating specific categories to specific organizations only.
Please note once a product category is assorted, it can be reverted.
For every form, there is a star icon just by the side of its name. A user can click on this ‘Star icon’ and add them to the Favourites.
Ari provides a highly dynamic dashboard where a user can see the basic and most important insights of his organization. Different Sales reports are as follows:
(1) Top 5 product category and product sales
(2) Month/Year wise top product category and product sales
(3) Organization wise sales and sales return
(4) Comparison between current vs. previous sales
Yes, all the reports available on Ari’s Dashboard are customizable. Reports can be customized by clicking on the ‘Gear Icon’ on top of every report, and a user can set the reports as per requirements.
For every form in Ari, by clicking on the hamburger button on the top right corner, the user will be able to see the list of all entries done for that form. These entries can be exported to Excel in one click. This is called Grid View.
On Grid Setup, a user can set which fields are available, and which fields should be visible for all the forms available in Ari for their Grid View.