New in Infinity – November 2024

Here’s new functionality across the Infinity platform that will help you and your team reduce operational complexity and create a differentiated omnichannel customer experience.

Infinity is a modular platform and you may need additional components or licencing to access some functionality.  

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INFINITY API

Enhance control of externally-managed inventory

If some of your inventory is managed outside Infinity, such as vendor-managed inventory, our Stock Receipt API now allows you to receipt stock directly off an invoice, including by matching products being receipted to existing purchase orders. The API can also be used to create, update, retrieve and search invoice receipts.

Automate back ordering for efficient stock management

If you manage master suppliers externally, or you need to provide the procurement rules for a supplier to an external system, the Accounts Payable API now allows you to identify suppliers that will put stock items on back order when you receipt invoices matched to purchase orders. Turning on this flag for a supplier automates and speeds up back ordering if any stock is missing when your staff go to receipt it.

Accelerate integrations by confirming active APIs

The Orchestration Service now lets you retrieve the names and versions of each Infinity API you have configured, allowing system integrators to confirm which API versions are actively deployed and giving you a better understanding of the features available as part of your integration.

Generate physical loyalty cards for customers via external systems

You can now use the Loyalty API to create customers with externally managed loyalty card numbers, as well as card numbers generated by your business. This means if you use physical loyalty cards, you can generate cards and assign them to customers via external systems, such as mobile apps and kiosks.

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INVENTORY

Streamline inventory management by preventing stores ordering obsolete products

If your business maintains its inventory centrally at the Head Office but allows stores to decide which items to stock and sell, you can take advantage of a new Infinity feature that lets you lock items, so that they can’t be activated or deactivated at the store. This gives you greater control over the inventory and is helpful in situations where a product item has been replaced by one from a different supplier and you want to make sure the obsolete product isn’t sold.

Optimise inventory management with holistic view of stock on hand

We’ve made maintaining master item data more efficient by allowing you to sort and view your inventory by stock on hand, giving you better visibility of stock quantities and allowing you to optimise stock pricing, ranging and ordering across your business.

Reduce errors in branch stock transfers with product unit details

Creating stock transfers is less prone to error now that your store staff can now see products’ unit details when they move stock to another branch, meaning they won’t inadvertently send too many or too few items to the requesting store. So, for example, if a store asks you for three trays of Coca-Cola but your store sells them as cans, you won’t risk sending the wrong quantity.

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REPORTS & ANALYTICS

Streamline investigations of inter branch stock transfers

The Inter Branch Transfers Report now shows you the reasons why stock transfers were requested, reducing the overhead involved in investigating why product was transferred to another branch. 

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TECHNOLOGY

Identify problematic SQL connections during Infinity upgrades

We’ve improved the messaging you’ll see when there are problems with closing SQL connections during a manual Infinity upgrade. You’ll be able to identify the connection that can’t be closed, the connection’s host, SQL login and SPID, and the program that has executed the connection, allowing you to more easily manage and resolve these issues.

 Refine email generation to prevent customer spam

The way the Infinity Messaging Service handles customer order email generation has been enhanced so that each email type is now separated with its own processor. This means that customer won’t be spammed by multiple duplicate emails after a processor has failed. 

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To find out more about any of these enhancements and add them to your Infinity platform, contact us. 

If you’d like to get our regular ‘New in Infinity’ updates in your inbox, sign up to our newsletter.

Changing your POS? 7 critical tests your software must pass

Is your point of sale system good enough for today’s omnichannel environment?

In a recent blog, we talked about how changing consumer expectations are disrupting legacy point of sale technology and shared five areas to focus on to differentiate the store customer experience.

If you want to ensure your next retail platform will grow and evolve alongside your needs, here we look at the challenges retailers experience when making the shift to a new POS, and the important tests the new tech needs to pass.

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For many omnichannel retailers, the rise of online shopping has set higher expectations for in-store experiences.

Physical stores now play a key role in driving demand and profitability - even when the final purchase happens online.

Shoppers today view their online and in-store interactions as part of a unified buying journey, not separate channels. And by speeding up delivery, increasing share of wallet, and providing hands-on product experiences, stores are enhancing and differentiating the overall customer journey.

Yet, a significant challenge persists: many retailers find that their outdated point of sale systems are unable to meet the needs of today’s omnichannel shoppers, especially with the ‘phygital’ experiences that tech-savvy consumers now expect.

And making the shift to a new point of sale is complicated:

•  Many retailers defer upgrades because of concerns about potential disruption to current operations, the resources required for successful implementation and the task of staff training.

• Compatibility issues with existing and future systems can make the transition to a modern POS seem a daunting task. 

• This can be amplified by a fear of not achieving the anticipated return on investment, especially if they’ve previously been burned by failed tech projects.

• In the past, retailers who got behind on their store technology investments frequently focused on catching up to current standards. However, now the focus is on future proofing – choosing platforms that speed up innovation, with the flexibility to change direction as opportunities develop, competitors act and customer expectations evolve.

You don’t want a project that fails to deliver the desired returns because the wrong product was selected.

So at a time when point of sale software is undergoing a surge of disruption, innovation and investment, how do you select the right system for your business requirements? 

Here are the 7 tests a point of sale purchase must pass, with the first being the most crucial of all:

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Test 1. Can it be rapidly implemented and deployed?

The number one priority for most of the retailers we speak with is speed of deployment.

The complexity of upgrading legacy POS infrastructures can present significant operational challenges. This means you need a platform built on a modern architecture, with all your core requirements out-of-the-box plus the ability to customise and easily add new functionality.

When you choose a partner with a mature platform, they can focus on delivering innovation because the core functionality you need already exists.

Check the provider has recent and proven success planning, implementing and managing complex, large-scale deployments across multiple stores, multiple formats and multiple geographies. They’ll need to understand your fast-paced, data-intensive environment where any significant level of downtime is unacceptable. And their people will need the capability to help you plan and implement your projects so that they work for you now and into the future.

Our client GAS took only 10 weeks to rollout Infinity across 127 stores – a masterclass in POS deployment. GAS now has a modern retail system that supports its retailers to provide great customer experiences and drive growth.

“That is what Infinity point of sale system is able to deliver to us, a system which is fast, reliable, secure and on a modern architecture and platform.”

Nahid Ali, GAS General Manager

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Test 2. Will it support your unified commerce business model?

Today, the store is mission control for a seamless omnichannel customer experience, making the POS the anchor for unified commerce.

That means you’ll want a point of sale system that will not only work with your existing systems, but also provide an end-to-end solution for a unified commerce business model.

The POS needs to be the hub for unified experiences spanning endless aisle, click and collect, store fulfilment, pricing and promotions, clienteling and loyalty, as well as functions that allow customers to search, transact, acquire and consume products across all your channels.

You don’t want to be tied to a point player that can only provide portions.

“The reason unified commerce resonated with me is that it would give us one core platform do the heavy lifting and a single source of truth to manage the customer data, inventory and order orchestration, rather than relying on too many systems to push and pull data everywhere.”

Shane Lenton, previously Cue’s Chief Information and Digital Officer

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Test 3. Will the system work offline?

No matter how exceptional your retail customer experience is, it becomes irrelevant if you're unable to complete a sale.

When inevitable network outages happen, you need to trust that your POS will keep all your stores operational without any disruption.

When implemented correctly, the offline POS experience should be so seamless that your staff may not even realise the system is offline.

Though some features may be limited, it's essential to know what transactions can still be processed during the loss of connectivity. For example, the system should handle card and cash payments, process returns, capture customer data and link it to profiles, and continue scanning products for smooth checkouts. 

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Test 4. Can it grow with you, and adapt to change?

Whether you're expanding into new locations or launching pop-up stores, it's crucial to ensure your POS system can scale quickly and adapt to changes in customer expectations. While it might seem obvious, scalability can easily be overlooked in the excitement of cutting-edge technology.

Your growth plans should account for how your physical stores can complement your online presence - not just to drive online sales but also to strengthen customer loyalty. Your POS solution must be able to function anywhere your ecommerce platform can.

POS adaptability means having a system that can quickly adjust to evolving customer preferences. It should operate seamlessly across tablets, phones and fixed tills, allowing transactions to flow between devices effortlessly. This flexibility not only opens up possibilities for innovative store layouts and experiences but also provides the practical benefit of better backup strategies for your devices.

Your partner should let third party solutions connect via APIs so that you are free to focus your development efforts on the front-end. You can be more agile and create a community of third-party apps and systems that work together in an ecosystem. As a result, you’ll reduce integration and maintenance overheads, increase real-time accuracy and enjoy virtually limitless scalability and agility. 

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Test 5. Does it have an intuitive UX for a better EX?

Today, any innovation within the store must minimise friction for store teams because this directly contributes to delivering a superior customer experience. The focus is now on speed and simplicity to maximise staff productivity, no matter where they are in the store.

An easy to use UX and straightforward setup will enable new employees to quickly learn the system and begin selling almost right away. By removing the frustrations caused by complex technology, you'll also help lower staff turnover.

In addition, many retailers run multiple systems within stores, forcing their teams to juggle between different apps and screens as they serve customers. By consolidating store technology onto a single POS-based retail system, your teams can do everything in a single view, from sales transactions, customer loyalty, pricing, product and promotions through to virtual appointments and endless aisle access to stock. 

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Test 6. Will it make complex sales simple?

For enterprise retailers with multiple brands, B2B operations or franchises, you’ll need a POS system that makes complex sales simple.

You’ll want to control everything from either head office or at store level to set pricing and promotion rules, permissions, return and refund validation, discounting and cash management.

 And ensure it supports complex sales like charge-to-account, quote management by channel, debtor management, loyalty and all types of pricing, including retail, trade, contract, promotional, project, customer-specific and rules based.

“Infinity is one of the few platforms able to accommodate our diverse business model, with both retail and wholesale customers requiring multiple volume breaks and bulk purchasing. And Infinity’s New Zealand presence gives us an out-of-the box solution with local capabilities that can be customised to our requirements.”

Amanda Thompson, General Manager of Moore Wilson’s

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Test 7. Can you rely on the vendor for new functionality and ongoing support?

Working with the right people and processes will make the roll-out of your new point of sale much easier and deliver results much faster.

A local partner means you’ll have direct access to second and third level support, with direct engagement with people on the ground committed to your success (and not distracted by offshore business activity).

It means you can have more influence on the product roadmap, with fewer layers of bureaucracy giving them more agility and responsiveness. And a mid-size partner is more likely to view you as an important customer of influence.

“As a Kiwi owned and operated business, we really pride ourselves on supporting local businesses and communities. The Triquestra team’s responsiveness and flexibility gave us the confidence that we’ll get the swift, on-the-ground support and reliability we need.”

Louise Mitchell, NPD’s Senior Category Manager

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Want help to modernise your point of sale? 

As you transform your customer experience to deliver the seamless and personalised buying journeys your customers crave, your point of sale system must transform as well. If you’re looking for help to shape your strategy and extend your omnichannel capabilities, get in touch. We’d love to help you develop the solutions you need now and guide you to where you’re headed next.

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For more on how a move to a unified commerce strategy gives you the flexibility and agility you need to keep in step with consumers’ changing needs, download our ebook:

Tagged: agile, analytics, API, Bricks and mortar, click-and-collect, complex sales, culture, customer experience, customer management, customers, data, ecommerce, experience, employees, evaluation, fulfilment, Infinity, Infinity POS, integration, inventory management, Local, loyalty, omnichannel, order management, point of sale, pop-up store, POS, promotions, relationships, retail, ROI, software, staff, strategy, support, team, technology, Triquestra, trends, unified commerce, upgrade, values

New in Infinity – August 2024

Here’s new functionality across the Infinity platform that will help you and your team unify physical and digital channels to provide the convenience, speed and variety customers now demand. 

Infinity is a modular platform and you may need additional components or licencing to access some functionality.  

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INFINITY API

Expand purchasing options using Products API 

The Products API now lets you retrieve information relating to alternate suppliers. This is useful if you ordinarily buy a product from one supplier but there are alternatives. So, for example, if you are a convenience retailer who ordinarily purchases Coke 355ml cans from Coca-Cola, you can use this new functionality to purchase them from a local supermarket or wholesale distributor.  

Filter product search results by purchasing rules 

The Products Search API now lets you restrict the scope of your search based on the product's purchasing rules, ensuring that products that should not be purchased are not returned in search results. 

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INVENTORY

Streamline reporting and ordering with custom item searching 

You can now use additional custom fields to search for items, meaning you can search the inventory using criteria that make the most sense for your business and allowing you to better target item searching. Taking full advantage of this change will reduce the need for more complex reporting and allow you to make more informed stock ordering decisions.  

Protect profits with enhanced PO receipting details 

We’ve enhanced the information you see when receipting purchase orders by optionally adding the target gross profit margin (TGPM) and the current gross profit margin (CGPM) to the receipting screen. Having these details front and centre allows you to make timely updates to retail pricing and to protect against an unexpected reduction in profit.   

Manage refunds efficiently by restricting open department returns 

If you use Infinity’s extended returns function, you can now optionally block the return of open department items. This means you won’t have to accept the return of products that you can’t easily on-sell to other customers. It’s also useful if you manage the refunds for those items outside Infinity, such as direct from supplier. 

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ORDER MANAGEMENT

Expand printing options for Pacific region’s TaxCore documents 

Businesses in the Pacific that use Infinity’s TaxCore registration module now have more flexibility in choosing how to print relevant documents. The latest enhancement allows you to print traditional order and quote documents to A4, while still using a thermal printer for all other documentation.  

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CUSTOMERS & LOYALTY

Speed up sales transaction reviews with customer names displayed 

We’ve streamlined how you can use the Sales and Credits function to monitor customer transactions by adding customers’ first and last names to the information displayed. This saves you having to manually search by customer code if you want to identify the person involved in a transaction, improving the time it takes to investigate a range of sales activity.  

Customise CPL discounts at branch and sale levels 

Fuel businesses with cents-per-litre (CPL) discounting programmes now have even more flexibility in shaping the offerings. You can allow customers to redeem their discount even if a transaction is below the minimum spend. You can also operate save and spend options on a branch-by-branch basis, so that one branch might allow customers to save or spend their discounts, while another might allow them to spend and not save.   

Additionally, you can choose to discount only the first fuel line in the sale up to the maximum volume regardless how many fuel lines are in the sale, or to discount all fuel lines in the sale up to the maximum volume. Where multiple lines are discounted, the discounts are applied based on the line volume in the order they are added to the sale. 

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PRICING & PROMOTIONS

Quickly calculate profits for single product promotions 

If you use rules based pricing to run single product promotions, you can now quickly and easily identify an item’s gross profit based on those promotions. Note that this excludes items offered as part of an active multi-product, multi-buy product set, such as buy-two-get-one-free.  

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POINT OF SALE

IStreamline cash handling with recycler dispensing capability 

Businesses that use Infinity’s cash recycler integration can now dispense notes and/or coins from the cash recycler machine, further streamlining your cash-handling tasks and giving you the ability to use the recycler in the same way as a cash drawer for things such as petty cash.   

Accelerate item searches for faster sales 

If you use our advanced item search function with a large number of items and pricing rules, you’ll find we’ve enhanced the speed at which search results are returned, allowing you to complete sales more quickly and offer a more seamless customer experience.    

Provide unique customer booking numbers with agency module 

If your business sells products on behalf of a principal, you can now use Infinity’s agency module to provide a compact, unique and incrementing booking number to customers.

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TECHNOLOGY

Improve resilience of Infinity environment with new endpoint additions 

Two new health endpoints have been added to the Infinity API suite to enable you to monitor issues. Calling the Orchestration Service endpoint gives you detailed information of any issues with the API services running on the API server, while calling the Sync Service endpoint allows you to get the status of the service and the underlying processors to assist with monitoring the Infinity environment.  

Simplify back office rebuilds using new command line tool 

A new command line tool lets your ICE trained engineers resolve table linking issues following a Back Office rebuild without having to do a re-synchronisation of each POS terminal. Contact us to find out more about the minimum requirements you need to have installed in order to use this tool.  

Streamline web pricing service with automated DLL Loading 

The Web Pricing Service upgrade has been streamlined by automatically loading the latest DLL that matches the installed Core major database version. This removes the need for manual intervention in renaming the latest DLL and reduces the risk of failure if this step is missed.    

Support extended email address lengths 

Infinity Messaging now supports email address lengths that comply with RFC1035.

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To find out more about any of these enhancements and add them to your Infinity platform, contact us. 

If you’d like to get our regular ‘New in Infinity’ updates in your inbox, sign up to our newsletter.

New in Infinity – April 2024

Here’s new functionality across the Infinity platform that will help you and your team reduce operational complexity and create a differentiated omnichannel customer experience.

Infinity is a modular platform and you may need additional components or licencing to access some functionality.  

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PRODUCT INFORMATION MANAGEMENT

Simplify item data updates to Wedderburn Scales at POS

Businesses using supported Wedderburn scales at the Point of Sale can now send updated item data to the scales via the Atria Wedge software automatically using Windows Task Scheduler, saving you the time and effort involved in updating pricing and other data manually. If you run the Wedderburn integration at the Head Office, price updates made using the Batch Updates function will also be sent to the scales.

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INVENTORY

Enhance efficiency of EDI purchase orders

We’ve improved purchase ordering using EDI files by allowing you to identify suppliers that can be sent purchase orders plus items that can be ordered using this method, so you won’t waste time and risk stock shortages by sending EDI orders to the wrong supplier or by ordering products not on EDI.

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ORDER MANAGEMENT

Streamline order documents for debtor customer accounts

You now have the option of customising your A4 customer order documents by suppressing the payment section. This feature reduces visual clutter on the documents when you process orders for debtor customers who pay on account.

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CUSTOMERS & LOYALTY

Meet privacy law obligations by anonymising inactive customer data

As part of our programme of giving you options for managing your Personal Identifiable Information (PII) risk, we’ve developed a Windows service that anonymises information for inactive loyalty customers. The Infinity Loyalty Anonymisation Service allows you to anonymise inactive customers’ personal details held in the Loyalty database, as well as details of their order deliveries. It will also delete any messages that were sent to inactive loyalty customers using Infinity Messaging.

Simplify management of fuel discount programmes

If your fuel business operates a cents-per-litre discount (CPL) programme, you can now require that customers spend their CPL balance when they buy fuel, instead of allowing them to choose whether to save or spend it. You can also set a minimum amount a customer has to spend before the CPL discount applies. This simplified offering has the advantage of lowering the overhead involved in managing stored balances while still giving your customers the benefit of fuel savings.

Reduce fuel sales leakage with secure refund options

Fuel businesses wanting to support their commercial customers in reducing fuel sales leakages can now require that refunds be made to a credit card or fuel card instead of to cash or another media. Note that this feature requires the Vault payment and extended returns modules in order to work.

Improve auditing of manual fuel discounting

Your Head Office staff can now add a note when manually adjusting a cent-per-litre fuel balance, allowing you to view and audit the reasons why balances are being adjusted in your business.

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POINT OF SALE

Improve customer experience with faster age validation checks

If you use Infinity’s advanced age check function to make sure you’re complying with legal age requirements when serving customers, you’ll find we’ve made age validation quicker and easier, improving the customer experience and speeding up sales processing at busy times.

Improve permissions for manual fuel price changes at POS

We’ve made some enhancements to the way fuel price changes can be made at the Point of Sale to minimise the chance of the wrong price being applied. You can now use permissions to determine who can make manual price changes, and you can set a maximum amount in cents by which a fuel grade can be manually adjusted.

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REPORTS & ANALYTICS

Identify irregularities in fuel prepay sales and refunds

Fuel businesses can use the new Fuel Prepay Refund Report to spot irregularities in the payment medias used in prepay sales and refunds. So, for example, you can see if a prepay fuel card was used to purchase fuel but the refund was processed as cash. It complements the new functionality that requires refunds to be made to credit or fuel cards (see above), but it applies only to prepay sales made using those cards.

Improve financial compensation for stores running fuel discounts

The CPL Redemptions Report gives your stores and head office staff an understanding of cents-per-litre discounts that have been paid out as a way of supporting financial processes tied to discounts and financial compensation. Stores can use it to see what they have paid out in CPL discounts, while head office can use it to audit store activity, and make sure that stores are being adequately compensated for those payouts.

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MOBILE

Infinity quotes and orders app

The Infinity Quotes and Orders mobile app (iOS and Android) has been retired from the product suite as at end of May, 2024. 

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To find out more about any of these enhancements and add them to your Infinity platform, contact us. 

If you’d like to get our regular ‘New in Infinity’ updates in your inbox, sign up to our newsletter.

The critical role of stores in digitising the retail customer experience

There’s been a massive shift in consumer expectations around convenience, connected shopping experiences and personalisation. Here’s how to use your stores to elevate and differentiate your customer experience.

For most omnichannel retailers, the growth of ecommerce has meant boosting their investments in physical retail.  

That’s because the store is essential to creating and satisfying customer demand - even if the customer ultimately transacts online. 

Consumers now see both the online and offline shopping experience as part of the same buying journey and not as one versus the other. Investments in unified commerce to unify the store and online experience are gaining momentum, with 20% of retailers heavily investing in it, 32% beginning to invest and 36% considering doing so. Retailers who used unified commerce in 2022 saw a 7% revenue boost over those who did not.  

Omnichannel retailers now see their stores as critically important assets to invest in.

• Store loyalty captures more share of wallet 

Today’s shoppers are purposeful and discerning. They don’t just compare your service to that of your competitors, but to the best service they’ve ever received, anywhere, any time. They want consistency across your channels, recognition wherever they shop with you and a relationship with your brand.  

With the ability to see, touch and feel products and assess alternatives, stores are important for marketing and customer acquisition. Store conversion rates are typically 20-40% - around ten times more than ecommerce channels (only 2.5-3%). And the store remains the dominant sales channel, still generating more than 70% of sales.  

• Stores shorten delivery times 

Stores support ecommerce fulfilment and place inventory close to customers - the source of demand. Click and collect, ship from store and return in store are now routine ways to fulfil online orders. Without a store, many online orders would not happen, and would be unprofitable.  

• Stores set the stage for experiences 

Stores can amplify brands by adding a tactile experience and human factor that isn’t possible online. Store staff build trusted relationships with customers through personalised recommendations. They are often better at acquiring customers and stimulating repeat purchases than digital channels. And self-service technologies can create an easy and fast experience at transactional moments of the in-store journey.  

Our client, Cue Clothing, is a remarkable example of how to use stores for competitive advantage. Around 20 percent of its sales are online, but over 60 percent are fulfilled by stores instead of a dedicated warehouse. The introduction of endless aisle increased access to inventory eightfold to 80,000 items, leading to a 70 percent increase in conversions and 130 percent increase in overall sales. And Cue has also launched a range of award-winning in-store initiatives – including virtual styling and in-store wishlists - that are driving up conversions, increasing revenue and boosting customer loyalty.

So how can your stores play a bigger role in your CX transformation? 

Here are 3 areas to focus on to differentiate your store experience: 

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1. Bring digital convenience to stores

Many retailers have relied on convenient physical locations and knowledgeable store staff to entice customers to visit them. But today’s digitally savvy consumers want a ‘joined-up’ omnichannel experience that doesn’t stop when they enter a store.

By reimagining the store customer experience and giving staff tools to connect with customers digitally, you'll bring a rich mix of human and digital interactions into stores.

• Start by revamping the checkout experience. Offer fast, digital, contact-free point-of-sale transactions wherever the customers are - in the store, out in the warehouse or yard, at trade shows and pop-up stores. Ensure you can provide quotes and take cash sales or charge-to-account orders anywhere, with the flexibility to handle complex split orders, sales and returns. 

• Put customers in charge of their in-store experience by integrating digital services, such as the ability to look up loyalty points, access product information and add items to digital wishlists in stores. People who use digital while they shop in-store convert at a 20 percent higher rate compared to those who do not use digital as part of the shopping journey. 

• Localised pricing will let your team offer up-to-date, competitive pricing and empower them to make better, on-the-spot decisions.

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2. Use store fulfilment to increase ecommerce profitability

Retailers are working to optimise their processes and remodel stores into fulfilment centres to meet the explosion in demand for online orders fulfilled in stores. 

However, many retail systems weren't built to provide real-time inventory so the challenge of knowing where stock is located across the store network causes missed sales and cancellations of online orders.

• Create a single view of inventory across stores, online, mobile and warehouses to improve your return on inventory and maximise selling opportunities. 

• Use your stores as mini-distribution centres to give your customers a variety of delivery options, such as click-and-collect, store-to-door, drop ship and returns anywhere. 

• Endless aisle capabilities let you sell products not stocked in your current location and have them delivered to or collected by the customer.

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3. Personalise customer experiences by extending digital into stores

With more customer journeys beginning online and store visits become more focussed and deliberate, customer expectations for a frictionless ‘one brand’ experience are rising. 

However, many retailers have channel silos that mean any interaction or activity that the customer had with them online is largely unknown to store staff. 

By connecting all your customer engagement points in near real time, you can deliver a holistic and personalised customer experience more consistently. That means treating each customer as the individual they are all the time – one person with one account, interacting with one unified brand.

• Combine your customer, inventory and sales data from all channels and touchpoints and analyse your customer preferences. Use these insights to develop personalised communications, experiences and offers that drive customer satisfaction and loyalty. 

• Make this data available to your store staff. For example, provide your teams with access to relevant customer information, such as loyalty, wishlists and sales histories. Use AI technology to provide personalised upselling recommendations during click-and-collect pickups. 

• Extend these personalised recommendations into your other communications with customers, such as e-receipts and shipping notifications.

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This post was originally published June 2022 and updated on 25 September 2023.

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As you transform your stores to be the centre of your omnichannel experience, your POS and retail systems must transform as well. If you’re experiencing technology challenges that prevent you from unifying store and digital experiences, get in touch. We’d love to help you make stores play a bigger role in your CX strategy.

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If you’re driving the CX transformation at your retail business, our unified commerce maturity model is the perfect tool to create your roadmap. Learn about the capabilities you need to create a rich mix of omnichannel experiences.

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New in Infinity – August 2023

Here’s new functionality across the Infinity platform that will help you unify your physical and digital channels and deliver to changing customer needs. 

Infinity is a modular platform and you may need additional components or licencing to access some functionality. 

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PRODUCT INFORMATION MANAGEMENT

Streamline stock sorting by setting preferred sort criteria 

It’s now easier to sort and find stock items in Infinity using the criteria that makes the most sense to your business. When you browse for items in the inventory, your previous sort selection will be retained for the next session. So, for example, if you prefer to sort items by description, they will automatically be sorted in that order the next time you open Infinity.   

Empower store staff to control stock at new stores 

We’ve streamlined the effort involved in creating a new branch by providing a choice of which stock items will be sent to the store. When inventory items are copied from a source branch to the new branch, you can choose to only send the active items, or decide to set them all active and send them all. This empowers store staff to decide which items they want to keep, giving them more control over their stock. It also means your Head Office staff no longer have to be involved in setting up the inventory for a new store.  

Manage financial risks by setting store-specific cash limits 

Keeping cash in the cash drawer can be one of the most important financial and security risks your stores face on a day-to-day basis, and those risks can differ across branches. You can now empower stores to handle those risks in the way that meets their needs by allowing them to set their own cash drawer limits.   

Keep promotions running smoothly during franchise ownership changes 

Changing franchise ownership in the middle of a promotional cycle can be disruptive and potentially cost your stores valuable revenue. You can now minimise that disruption by easily transferring existing pricing and promotions when a store moves from one cluster in your organisation to another. This saves you having to recreate the promotions and means offers keep running without missing a beat. 

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INVENTORY

Make supplier searches easy with non-case sensitive name check 

We’ve improved the user experience when creating purchase orders and receipts by making the supplier name check non-case sensitive. This means that you will find the supplier without any trouble when there’s a difference in the capitalisation of their name on the item record and the supplier record.   

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CUSTOMERS & LOYALTY

Speed up loyalty prepay enquiries with full transaction info 

Your Loyalty support staff can answer Loyalty prepay customer transaction enquiries more quickly now that they can see more details about those transactions, including the date, the receipt number and the external transaction code.    

Improve efficiency during cents-per-litre rule searches 

Searching for specific cents-per-litre rules has been made more seamless and less time-consuming now that fuel administrators can easily filter and sort them.   

Customise error messages when external fuel balances unavailable 

Your Loyalty program administrator can now be warned that a customer’s external partner cents-per-litre fuel balance is currently unavailable using an error message that meets your customised business needs.  

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POINT OF SALE

Boost sales by providing customers with estimated arrival dates 

Securing a sale can sometimes come down to being able to tell the customer that the item they really want to buy will soon be available. Infinity now allows your store staff to see more details about the estimated arrival date of goods on purchase orders, as well as quantities on draft orders, allowing them to drive sales by giving customers the information they need to make purchasing decisions.  

Seamlessly switch POS stations for faster transactions via auto-logout 

At busy times, your sales staff may need to switch between POS stations to process a high volume of transactions quickly, while also allowing you to keep track of who processed the sales. To meet these simultaneous needs, Infinity can now log users out after a set amount of time, rather than locking the entire station. This keeps the sales process moving while not compromising on the audit trail. This feature is also useful between shifts if a user forgets to log out and means the next user can log in without having to involve a manager in unlocking the station.  

Customise age-check policies store-by-store 

If your business sells items that have an age restriction and you use Infinity’s advanced age check module, age policies can now be set on a store-by-store basis. This is especially useful if your stores operate as franchises and franchisees want to apply different policies. So, for example, one store can decide to age-check everyone who looks under 30, while another store decides to check everyone who looks younger than 25.  

Enhance fuel transaction monitoring by identifying legitimate test deliveries 

Monitoring fuel transactions using Digifort DVR is easier now that the video footage identifies the pumps used for test deliveries to ensure they were legitimate. 

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INTEGRATIONS

Republish cloud event sales invoice transactions effortlessly 

Cloud event sales invoice transactions can now be republished to either RabbitMQ or Azure should they need to be resent to the system that consumes them, ensuring that all transactions are sent and accounted for.  

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TECHNOLOGY

Support for latest Microsoft technologies 

Infinity now supports SQL Server 2022, the latest SQL Server version available from Microsoft. Note that SQL Server 2016 and higher require a 64-bit operating system.  

Faster POS setup with accelerated data replication 

Infinity Point of Sale will be ready to use much sooner following improvements to the setup process. Accelerated data replication can reduce the time it takes to perform the initial setup data synchronisation down to just a few minutes, depending on network speeds and the amount of data involved.  

Reduce costs with enhanced Wishlist integration 

Infinity’s integration with the Wishlist company now supports a multi-tenanted back-end.  

Effortless safety sheet distribution with API integration 

If you sell dangerous goods, distributing material safety sheets across your business can now be done via an API back-end, optimising the management of these documents and saving you the trouble of having to make them available on a site-by-site basis. 

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To find out more about any of these enhancements and add them to your Infinity platform, contact us. 

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New in Infinity – June 2022

Here’s new functionality across the Infinity platform that will help you unify your physical and digital channels, create a differentiated omnichannel experience, and let your teams work more efficiently.

Infinity is a modular platform and you may need additional components or licencing to access some functionality.

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INFINITY API

Access real-time fuel inventory

Fuel retailers can now get a near real-time view of fuel inventory levels at branches, helping to simplify their stock management. Fuel tank dip values and inventory levels can now be regularly posted as an event notification for processing by external downstream systems, such as fuel delivery management software.

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PRODUCT INFORMATION MANAGEMENT

Easier updates to item costs

If your business uses Infinity’s inventory review function to manage price updates at branches, you can now update an item’s recommended cost at the branch when that item’s unit cost is updated at head office, saving you the time and effort of changing the cost manually. If you use Infinity ETL to bulk update item data, you also now have the option to update the recommended cost of an item for a specific branch or for all branches.

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PRICING & PROMOTIONS

Launch new fuel promotions

Fuel retailers can now offer dollar-off fuel coupons with each fuel transaction, giving marketers another tool to incentivise customers to shop with them, and helping to increase customer retention and boost sales. It allows them to reach a different customer segment, with different purchase motivators.

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REPORTS & ANALYTICS

Give stores access to sales data at-a-glance

You can now give your stores easy access to stripped-down sales information using the new Product Sales Summary Report. This report includes the number of individual items sold and total value, minus information you might want to exclude (such as costs or margins).

Better cash management reporting for branch managers

The Banking Transaction Report is now available at the Back Office, allowing branch managers to view the movement of money into and out of the trading location.

By viewing their banking deposits and receipt transactions, they can more easily reconcile bank statements or review cashflow within their store.

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POINT OF SALE

Faster item data updates via Wedderburn scales integration

Infinity is now fully integrated with Wedderburn scales. This means that changes to item data in Infinity, such as price per kg, can be pushed directly to Wedderburn, rather than users having to update the prices again independently on the scales.

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TECHNOLOGY

SQL Server Always On Availability Group

If your Head Office database is set up in an Always On Availability Group (AOAG) with appropriate read-only access, you can offload some Linker load to the read-only node to distribute the SQL activity for the Linker, thereby reducing the load on the primary SQL node. Note: At present, only one high-use query uses this feature.

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To find out more about any of these enhancements and add them to your Infinity platform, contact us. 

If you’d like to get our regular ‘New in Infinity’ updates in your inbox, sign up to our newsletter.

The critical role of stores in digitising the retail customer experience

There’s been a massive shift in consumer expectations around convenience, connected shopping experiences and personalisation. Here’s how to use your stores to elevate and differentiate your customer experience.

Omnichannel retailers now see their stores as critically important assets to invest in.

Last year, US online sales grew faster than ecommerce for the first time ever - with physical stores growing at 18.5 percent versus ecommerce growth of 14 percent.

And while ecommerce growth is predicted to outpace growth through physical stores in future, the spotlight will remain on stores. For most omnichannel retailers, the growth of ecommerce actually means boosting their investments in physical retail.

That’s because the store is essential to creating and satisfying customer demand - even if the customer ultimately transacts online.

Stores can amplify brands by adding a tactile experience and human factor that isn’t possible online. Store staff build trusted relationships with customers through advice, service, support and sales. They are often better at acquiring customers and stimulating repeat purchases than digital channels.

Stores support ecommerce fulfilment and place inventory close to customers - the source of demand. Click and collect, ship from store and return in store are now routine ways to fulfil online orders. Without a store, many online orders would not happen, and would be unprofitable.

Our client, Cue Clothing, is a remarkable example of how to use stores for competitive advantage. Around 20 percent of its sales are online, but over 60 percent are fulfilled by stores instead of a dedicated warehouse. The introduction of endless aisle increased access to inventory eightfold to 80,000 items, leading to a 70 percent increase in conversions and 130 percent increase in overall sales. And Cue has also launched a range of award-winning in-store initiatives – including virtual styling and in-store wishlists - that are driving up conversions, increasing revenue and boosting customer loyalty.

So how can your stores play a bigger role in your CX transformation? 

Here are 3 areas to focus on to differentiate your store experience: 

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1. Bring digital convenience to stores

Many retailers have relied on convenient physical locations and knowledgeable store staff to entice customers to visit them. But today’s digitally savvy consumers want a ‘joined-up’ omnichannel experience that doesn’t stop when they enter a store.

By reimagining the store customer experience and giving staff tools to connect with customers digitally, you'll bring a rich mix of human and digital interactions into stores.

• Start by revamping the checkout experience. Offer fast, digital, contact-free point-of-sale transactions wherever the customers are - in the store, out in the warehouse or yard, at trade shows and pop-up stores. Ensure you can provide quotes and take cash sales or charge-to-account orders anywhere, with the flexibility to handle complex split orders, sales and returns.

• Put customers in charge of their in-store experience by integrating digital services, such as the ability to look up loyalty points, access product information and add items to digital wishlists in stores.

• Localised pricing will let your team offer up-to-date, competitive pricing and empower them to make better, on-the-spot decisions.

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2. Use store fulfilment to increase ecommerce profitability

Retailers are working to optimise their processes and remodel stores into fulfilment centres to meet the explosion in demand for online orders fulfilled in stores.

However, many retail systems weren't built to provide real-time inventory so the challenge of knowing where stock is located across the store network causes missed sales and cancellations of online orders.

• Create a single view of inventory across stores, online, mobile and warehouses to improve your return on inventory and maximise selling opportunities.

• Use your stores as mini-distribution centres to give your customers a variety of delivery options, such as click-and-collect, store-to-door, drop ship and returns anywhere.

• Endless aisle capabilities let you sell products not stocked in your current location and have them delivered to or collected by the customer.

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3. Personalise customer experiences by extending digital into stores

With more customer journeys beginning online and store visits become more focussed and deliberate, customer expectations for a frictionless ‘one brand’ experience are rising.

However, many retailers have channel silos that mean any interaction or activity that the customer had with them online is largely unknown to store staff.

By connecting all your customer engagement points in near real time, you can deliver a holistic and personalised customer experience more consistently. That means treating each customer as the individual they are all the time – one person with one account, interacting with one unified brand.

• Combine your customer, inventory and sales data from all channels and touchpoints and analyse your customer preferences. Use these insights to develop personalised communications, experiences and offers that drive customer satisfaction and loyalty.

• Make this data available to your store staff. For example, provide your teams with access to relevant customer information, such as loyalty, wishlists and sales histories. Use AI technology to provide personalised upselling recommendations during click-and-collect pickups.

• Extend these personalised recommendations into your other communications with customers, such as e-receipts and shipping notifications.

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As you transform your stores to be the centre of your omnichannel experience, your POS and retail systems must transform as well. If you’re experiencing technology challenges that prevent you from unifying store and digital experiences, get in touch. We’d love to help you make stores play a bigger role in your CX strategy.

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If you’re driving the CX transformation at your retail business, our unified commerce maturity model is the perfect tool to create your roadmap. Learn about the capabilities you need to create a rich mix of omnichannel experiences.

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New in Infinity – April 2022

Here’s new functionality across the Infinity platform that will help you unify your physical and digital channels, increase your team’s operational effectiveness and differentiate the customer experience.

Infinity is a modular platform and you may need additional components or licencing to access some functionality.

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INFINITY API

Access real-time order data

Order information is now available in real-time to streamline fulfilment execution. Infinity now allows services to subscribe to changes in order status, such as dispatch or voiding. The updates can be used to integrate order data with other systems, such as ecommerce sites to provide dispatch or cancellation email updates to customers, ERP systems and buy-now-pay-later financing schemes.

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PRODUCT INFORMATION MANAGEMENT

Increase accuracy of data capture during complex sales

Infinity now gives you the ability to capture extra information for highly complex sales transactions, with validation during the process to ensure data accuracy. Businesses with complex item data requirements can configure rules and validations to capture specific information before a product can be added to the sale. Extended rules can also be configured for payment processing, receipt printing and exclusive selling rules.

Using this new functionality, a business might decide to take payment on behalf of other businesses (such as power companies and local authorities), requiring highly accurate information to be captured at the time of payment. By configuring the rules required by those other businesses, you can be confident that all information is being captured and all necessary business processes are being followed.

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INVENTORY

Faster adjustments of non-stock products

Head Office and branch users can now easily find non-stock products with negative stock on hand and correct the stock automatically to zero. Instead of having to identify items manually and create a stock adjustment for each one, users can now save time by finding all non-stock products with negative inventory and set them all to zero at once.

Give branches more local purchasing flexibility

If your stores have multiple regional supplier contacts, your staff can now directly email their local sales rep rather than having to go through a centralised contact for all stores. Branches can also now create customised supplier email addresses for sending purchase orders, giving them even greater control over the local purchasing process.

Increase accuracy of cost updates

Branch users can now update the cost of an item on the master data automatically during the invoice matching process, allowing them to avoid the pitfalls that come with manually inputting cost updates and ensure data integrity.

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ORDER MANAGEMENT

Automate store notifications when branches re-assign orders

Infinity will now prompt your store staff when an order line has been re-assigned to them from another branch and is awaiting processing (for customer collection in store or ship-from-store), ensuring that all parts of a customer order are processed and fulfilled in a timely way.

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PRICING & PROMOTIONS

Assess profitability of promotions

When you create a pricing promotion using Infinity’s pricing wizard, you can now see the worst-case scenario for gross profit percentage. This allows you to easily gauge whether promotions are financially viable and gives you greater control over profit margins in your business.

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REPORTS & ANALYTICS

Give store staff more returns visibility

You can now provide your branches with more information on returns. If goods are returned to your store but originally sold at another store, store staff can now see details of the return transaction, and not the details of the original sale transaction.

If the goods were both sold and returned at the store, they will see a range of details about the transaction, such as the date the goods were sold and returned, the return price and quantity, the reason for the return, the store operator who processed the sale and the return, and the receipt number.

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POINT OF SALE

Increase stock visibility during sales process

Infinity’s Advanced Item Search now allows you to see stock levels and pricing at nearby branches. This gives better visibility during the sales process to businesses who source inventory from other branches. For those businesses that capture sales orders through a call centre, the inventory and pricing will default to the branch that the current customer belongs to.

Easily adjust your returns policy

If your business uses Infinity’s extended returns function, you now have greater flexibility over your return policy. You can choose to allow goods to be returned to any store. Alternatively, you can simplify the return process by only allowing customers to return goods at the store they made the original purchase.

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TECHNOLOGY

Increase email security

Infinity now supports the use of TLS 1.2 and a wide number of common SMTP ports to send emails. TLS 1.2 allows for better encryption and, in turn, improved security when sending emails via Infinity.

Support for Microsoft Edge browser

Infinity now supports using the Microsoft Edge browser engine technology to display external websites where support for Internet Explorer 11 has been removed.

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To find out more about any of these enhancements and add them to your Infinity platform, contact us. 

If you’d like to get our regular ‘New in Infinity’ updates in your inbox, sign up to our newsletter.