Scantranx - Online Help Content

[ Online Help Contents ]

Introduction

Welcome to Scantranx Help Contents!

The Most Powerful Inventory and Point of Sales (POS) Solution for Retail & Wholesale Businesses.

Scantranx is an easy to use cloud based Omni-channel retail solution with unique integrated components such as a powerful Inventory management system, Mobile Point of Sales (POS), Mobile Commerce Application, Ecommerce Application, Self-Service Application, a built-in API for third party integration, real-time product search engine for consumers and a powerful analytics dashboard for retailers to make informed business decision.

Scantranx provides excellent platform for retail business owners, providing speed, flexibility and convenience that helps to grow and expand retail business.

Scantranx fundamentally helps merchants to effectively manage and integrate operations (Transactions, CRM, Inventory management, Social Media Promotions, Simple Accounting etc) in physical store(s) and online sales channel(s) while providing support for various other aspects of a typical retail business.


Benefits

  • Effectively promote your business using integrated campaign tools such as SMS, PUSH and Social Media
  • Growth opportunities for business with Scantranx retail tools that centrally manage various sales channels.
  • Reliably accept payment via a secured payment platform using different methods such as Visa, G-Pay Mastercard,Apple-Pay, American Express, Maestro.
  • Access helpful articles via Scantranx Blog to support your retail business.
  • Support is available 24/7 to attend to all your questions and resolve any issues, our ticketing system helps ensure all escalated customer issues are satisfactorily attended to in a timely manner.

Features

  • Centrally Manage all your sales Channel via a Single Dashboard.
  • Manage Customer Profiles and data across multiple Branches.
  • Automated Customer Loyalty Plan.
  • Seamless integration to Social Media Platforms such as Twitter , Instagram.
  • Automatically Back-up your data in the Cloud to prevent data loss.
  • Access your Business data and updates in real-time from any location and device.

Supported Sales Channels

  • E-Commerce Website: One of the online sales channels that is robustly supported by Scantranx.
  • In-Store: Physically make sales in your store(s) using Scantranx to manage operations and process all transactions.
  • Mobile App: Retailers with a huge customer base now has the conviction to take their business to mobile applications which are easily downloaded by customers in any part of the world.

Scantranx provides a great platform for your business growth, you can use one or more of the different sales channel(s) to make the best out of your business.


Pricing

Depending on the nature, size and plans for your business you can make a choice for the right package for your business. Scantranx pricing options include the Starter, Business and Enterprise packages while Custom package are delivered on specially agreed terms with clients for special needs.


Content

This section provides instructions on basic steps required to successfully sign Up and set up your store.

Registration

Your set up would take about 5 minutes.
All you need do is Click on “Sign-Up” on the Scantranx website (www.scantranx.com), fill out the simple sign-up form to create your merchant account on Scantranx Platform.

Then follow a quick Set-Up of your account by creating your Company profile and selecting your subscription plan then you are good to go. Your LOGIN credentials can then be used for further. signup

In summary, your first step includes:
  • Completion of Initial Set-Up
  • Record or Bookmark the URL link to your account.(it would be displayed in your browser once your finish initial set up.)
  • Create other User accounts: Note that you would be required to select the type of USER, which determines the level of access of the user.
  • We advise that you create a list of some of your Products at this point.
STEP 2: Download and Install Scantranx POS
  • Configure the Set-Up of the Scantranx POS application which would requires you to input a “Auth Code” & a “Merchant ID” on first LOGIN.
  • Follow the step by step Set-Up and fill out all required fields.
STEP 3: Set Up your Hardware
Once you have confirmed and acquired the right hardware necessary for your need, set them up as required. Check out Hardware Tips on information about hardware specifications. You need to ensure the hardware you choose to order are compatible with Scantranx. To set up your POS hardware:
  • Verify that your hardware is Supported & compatible with Scantranx Software
  • Set-up your hardware by connecting the necessary accessories such as Thermal Printer, Barcode Scanner and Card Reader
  • Ensure your hardware system is connected to a reliable internet.

STEP 4: Verify your Set-Up is Ready

  • Once all hardware is connected, launch the Scantranx POS app on your Android device.
  • Log into the POS application with your Username & Password and ensure you are connected to internet.
  • It should automatically display the Products added and Stocked through your back office. If not, you would have to Add Products and Stock them in order to carry out test Transactions.
On Android Tablet, the Products are displayed as below: display

STEP 5: Place a Test Transaction

Once it’s all configured, you need to verify your system is ready to go by carrying out some “Test Transactions” such as:

  • Returning an Order .
  • Completing a regular transaction
  • Adjusting product quantity and Price.


Store Set-up

This includes all basic settings you need to put in place to get you ready for your first transaction. It includes the following :

Settings:
If you are not a custom client, you must have signed up via www.scantranx.com, thus you would have been prompted to carry out some of these settings. However you still need to cross check to be sure they were properly filled out before you start transacting. From Scantranx Admin, Navigate as follows:
LOGIN >> SECURITY & SETTINGS >> SETTINGS display

Carefully fill out all the blank spaces, you would need to define the value for “Tax”, “Notification Number”, choose your “Business Type”, “Currency” and then choose your preferred “Product Stock Mode”. Once completed, Click on “Save Record”. (Product Stock Mode means where you want your stock to reflect i.e. Warehouse, Store or Online etc).

Organization Profile:
From Scantranx Admin, Navigate as follows;
LOGIN >> SECURITY & SETTINGS >> COMPANY INFO
All the fields under this option need to be filled out in order to define your business profile, it includes the following: Patiently verify to be sure they are correctly filled.
- Company Name - Address - Phone Number - E-mail - Website - City - Country display Once you have filled out all the fields Click on “Save Record” & Close the dialogue box.


Customer Management

Adding Customers
Option 1
Add New Customers via the Scantranx Point Of Sale Application.
LOGIN >> CUSTOMER >> New Customer
display
display Enter Customer Details & Click "Register"


Option 2
If there is a list of existing customer, outline their profiles using this excel FORMAT and IMPORT the file via Scantranx Admin.
display Check “Importing Customer List in excel or csv format”

Customer Group & Loyalty Plan
LOGIN >> CUSTOMERS >> CUSTOMER GROUP >> MANAGE GROUP
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  • Click the drop-down against the GROUP NAME .
  • From the drop-down list, select LOYALTY
  • Enter the Number of Visits AND/OR worth of purchase required to become a LOYAL Customer.
  • Click on SAVE

Importing Customer List in excel or csv format:
From Scantranx Admin, Navigate as follows:
LOGIN >> MENU >> CUSTOMERS
  • Ensure you use the Scantranx Excel format and make sure the file containing the list is saved on your PC.
  • Click on Browse, and then select the appropriate file.
  • Proceed by clicking on IMPORT CUSTOMERS.

Searching for a particular Customer:
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From Scantranx Admin, Navigate as follows:
LOGIN >> MENU >> CUSTOMERS
Using Customer ID:
  • Enter the Customer Identification number of the customer.
  • Search result is returned as it is available on the system.
Using Customer Name:
  • Enter the name of the customer into the search box
  • Search result is returned as it is available on the system.
Using Registration Date:
  • Select the desired date-range
  • Date should capture the possible day when the customer(s) you seek was registered.
  • Search result is returned as available on the system.

Exporting Customer Records:
From Scantranx Admin, Navigate as follows:
LOGIN >> MENU >> CUSTOMERS
Scroll down to the bottom of the page
From EXPORT OPTIONS, Click on file format you want to use for the export

Updating Customer Records:
From Scantranx Admin, Navigate as follows:
LOGIN >> MENU >> CUSTOMERS
Scroll through list of names or use the search boxes to find the particular customer
Under the ACTION column, click on the UPDATE option for the selected customer
Update the data as required
Click SAVE.
Communicate with Customer via SMS:
From Scantranx Admin, Navigate as follows:
LOGIN >> MENU >> CUSTOMERS
Scroll through list of names or use the search boxes to find the particular customer
Under the ACTION column, click on “SEND SMS” option for the selected customer
Enter your short message
Click on SEND.
Print Customer Barcode Label:
From Scantranx Admin, Navigate as follows:
LOGIN >> MENU >> CUSTOMERS
Scroll through list of names or use the search boxes to find the particular customer
Under the last column, click on the PRINT BARCODE option for the selected customer
Note: Ensure that your label printer is connected to your PC and in a ready-to-print state.

Products & Inventory Management

Adding Products
Simply navigate as follow;
LOGIN >> MENU >> PRODUCTS >> NEW PRODUCT display Fill out required fields for newly added PRODUCT. Click "Save"


Import Products
Import Product: If it happens that you have an existing inventory system in acceptable Scantranx format, it can easily be imported instead of typing it in individually all over again.
LOGIN >> MENU >> PRODUCTS display
Once file is selected, click on IMPORT INVENTORY “If your file is in the right format, your inventory is automatically populated with the information you have in the imported file” Ensure your all fields are arranged in the right order without any blank space and ensure the excel file is the .xls format.

Searching for Products:
Navigate as Follows:
LOGIN >> MENU >> PRODUCTS display
Choose one of two options of searching for desired Product,
i. Search using Product Category Option:
From the drop down list, select the appropriate option.
Click on Search
ii. Search using Product Name Option:
Type in the Name of Product.
Click on Search

Edit a product / Item
LOGIN >> MENU >> PRODUCTS
  • “If product is not easily located on the list, you can use the "search box”
  • Under the “ACTION” column, Click on EDIT
  • Update the product information as necessary

Print Product Barcode
From Scantranx Admin, Navigate as follow
LOGIN >> MENU >> PRODUCTS
  • Scroll through the list of products or use the Search box at the top of the page to locate the required product.
  • Under the column “COPIES / PRINT LABEL”, you click on the drop down to select the number of barcode label to be printed.
  • Click “Print Barcode”
  • “Ensure your barcode printer is connected to your PC and in good printing condition”.

Add Product Image
LOGIN >> MENU >> PRODUCTS
  • Scroll down to locate the product of interest
  • Under the “ACTION” column, Click on the “ADD IMAGE” option for the corresponding product.
  • “If product is not easily located on the list, you can use the search box”

Create Product Category
LOGIN >> MENU >> CATEGORY >> PRODUCT CATEGORY
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  • Click on NEW CATEGORY
  • Fill out the blank spaces as required
  • Click on SAVE


To Create Product Attributes
Navigate as follows:
LOGIN >> MENU >> CATEGORY >> PRODUCT DESCRIPTION display
  • Select a variable option from the drop down box
  • Size or Color
  • Enter the value
  • Click on Save

To Edit a Product / Item
Navigate as follows:
LOGIN >> MENU >> PRODUCTS
“If product is not easily located on the list, you can use the search box”
Under the “ACTION” column, Click on EDIT
Update the product information as necessary.
To Add Product Image
Navigate as follows:
LOGIN >> MENU >> PRODUCTS
Scroll down to locate the product of interest.
Under the “ACTION” column, Click on the “ADD IMAGE” option for the corresponding product.
“If product is not easily located on the list, you can use the search box”


Stock Management

Add Stock
Simply navigate as follow;
LOGIN >> MENU >> STOCKS >> ADD STOCK display

  • Click on the “Add Stock” Option.
  • Fill in the required details.
  • Click "Save"


Remove Stock
Simply navigate as follow;
LOGIN >> MENU >> STOCKS >> REMOVE STOCK display
  • Click on the “Remove Stock” Option
  • Fill in the required details
  • Click "Save"


Request Stock
Simply navigate as follow;
LOGIN >> MENU >> STOCKS >> REQUEST STOCK display
  • Click on the “Request Stock” Option
  • Fill in the required details
  • Click "Save"


User Accounts

Creating User Accounts
This feature enables you (admin) to create account for every other USERS of the Scantranx Inventory & POS System.
From Scantranx Admin, Navigate as follows:
LOGIN >> SETTINGS & SECURITY >> USER ACCOUNT
display

  • Fill the Blank field as required
  • Enter Users “first name”, “last name”, “Username” and the “Password”
  • Select the “Role” of the User from the drop-down list.
  • Click on “Create Account”

Deleting User Accounts
LOGIN >> SETTINGS & SECURITY >> USER ACCOUNT
display
  • Scroll through the List of User Account
  • Once the target Account is located
  • Click on “DELETE” in the ACTION column
  • Close the RESPONSE box to continue.

Branch Management

Adding New branch / Outlet
From Scantranx Admin, Navigate as follows
LOGIN >> SETTINGS & SECURITY >> BRANCHES
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It takes you to the Branch Management Page
Click on New Branch
Enter the name of the new branch and Click SAVE.
A Branch-ID is automatically generated for the newly created branch and Date Created is displayed.
NOTE: The number of New Branches you can add depends on your subscription package.


Receipt Setting

Store / Organization Info
From the Scantranx POS application, fill out all fields under “settings” bar. Information provided here would be displayed on the receipt.
LOGIN >> SETTINGS

Fill out all fields
Click SAVE
NOTE: Only a User with an Admin right can perform this operation.


Supplier and Vendors

Creating List of Suppliers
From Scantranx Admin, Navigate as follows
LOGIN >> UTILITIES >> SUPPLIER >> NEW SUPPLIER
display
Fill out the fields
Click SAVE
NOTE: Only a User with an Admin right can perform this operation.


Payments Modes

Modes of Payment on the POS
On the Scantranx Point of Sale application, there is a list of different modes of accepting payment from customers, which include:

  • Cash
  • Debit Card
  • Credit Card
  • Bank Transfer

Payment with Coupon
On the Scantranx Point of Sale application, you enter the COUPON code on the customer at the Check-Out screen.
The value of the COUPON is automatically deducted from the total cost of customer purchase
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Service Subscription

Renewing Subscription
From Scantranx Admin, Navigate as follows
LOGIN >> PAYMENT & SUBSCRIPTION >> RENEW SUBSCRIPTION
It takes you to our secure payment gateway, where your subscription fee is displayed and you are required to supply your card details and complete transaction.
Once operation is successful, it takes you back to your Scantranx Admin Platform and you automatically receive a payment confirmation mail in your mailbox.
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Fund Campaign Wallet
From Scantranx Admin, Navigate as follows
LOGIN >> PAYMENT & SUBSCRIPTION >> FUND WALLET
Enter the Amount (do not use comma when entering your amount)
It takes you to a secure payment gateway, where your subscription fee is displayed and you would be required to supply your card details and complete transaction.
Once operation is successful, it takes you back to your Scantranx Admin Platform and you automatically receive a payment confirmation mail in your mailbox.
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View Payment Subscription & History
From Scantranx Admin, Navigate as follows
LOGIN >> PAYMENT & SUBSCRIPTION
You can then view all transactions that have been done with their different STATUS and other details.
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Upgrading or Downgrading your Subscription Plan.
Contact the Scantranx customer service at support@scantranx.com for package upgrade which would be taken up and effected immediately.
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