Glossary

RetailVista ERP is a particularly extensive application with over 400 tables in which data is stored in a structured manner. Due to this size, careful consideration has been given to how certain data is named. To keep this consistent, a glossary is available here, in which the used terms are defined, followed by a brief explanation of what they mean.

A

Deposit	On sales orders, a retailer may request a deposit. This is done to prevent situations where items are specially ordered for a consumer, but the consumer may not take them. With the deposit, at least a portion of the lost margin in such a situation is compensated, and the item can still be attempted to be sold at a reduced price. Deposits can also be webshop payments for webshop orders. Webshop orders are generally fully paid immediately, but the revenue is not recorded in RetailVista when a webshop order arrives. Therefore, a payment that has already been made cannot be booked as revenue, and for that reason, payments are recorded as deposits.
Article category	Every article in RetailVista must be linked to an article category. An article category can best be explained as a statistical group. In the statistics module, it is possible to totalize revenue per article category. As a rule of thumb, there will generally be many more article categories than cash register groups. The cash register group is essentially a consolidation or summary of multiple article categories. In a future version of RetailVista, article categories will likely be called statistical groups.
Article group	Article groups are collections of specified articles, similar to article lists.
Article receipt	This concerns the receipt of articles from suppliers, generally as a result of a previously placed purchase order. By registering articles as receipts, the inventory increases and the open purchase order lines decrease.

B

Bridge printer	A bridge printer is a Windows printer controlled by the NedFox bridge client software. The bridge client software allows printing from the RetailVista cloud environment to any Windows printer without having to choose a Windows printer dialog. It also enables printing from RetailVista Mobile (Android/IOS) to Windows printers.
Bulk location	A bulk location is a location where items can be picked via order picking. This is part of the location type. The difference between a pick and bulk location has to do with the creation of order picking instructions. If there is stock available at both a pick and bulk location, an order picking instruction will be created at the pick location. Therefore, stock is stored at a bulk location.
VAT exempt	Items can sometimes be sold VAT exempt. In this case, the retailer obviously does not have to pay VAT for the sold items and the buyer cannot reclaim the VAT. VAT exempt sales are registered in RetailVista with the original VAT code but at a 0% rate. When reporting VAT, it is also necessary to indicate the amount of turnover made at a 0% VAT rate per VAT type (high/low).

C

D

Dynamic issue locations	A sales order can optionally have an issue location. The calculation of the assigned issue location to a sales order can be based on various criteria. These criteria are set via the dynamic issue locations.

E

F

G

Allocated inventory	The allocated inventory is a part of the normal inventory that is 'set aside'. An example of this is showroom inventory. By allocating the number of items that exist as showroom items, it is known which part of the inventory is actually not sellable, but the total inventory is still correct because the allocated inventory remains part of the total inventory. Towards webshops, generally the free inventory minus the allocated inventory is communicated, depending on settings and the chosen implementation.

H

I

Purchase orders

Purchase orders are orders placed with suppliers. After a purchase order is placed, items will be delivered after a certain time.

J

K

Cash group

Sales in RetailVista are not only provided with a revenue type at the 'header' level, but each sold item has its own cash group. One important reason to assign articles to a cash group is statistical, it allows for evaluating sales per cash group. Examples of cash groups are plants, ambiance and interior, pesticides, etc. The cash group is also used to link general ledgers to sales for export to the accounting system. In a future version of RetailVista, cash groups will likely be called sales groups.

Cost centerA cost center is recorded at the 'header' of each sale (cash and on account) and is often used to distinguish between locations where sales points are located. It is functionally close to revenue types, but an example of distinction is a revenue type 'Catering' where both 'Take away restaurant' and 'Table service restaurant' could fall under cost centers.

L

Location type	Each warehouse position has a location type indication at the fifth level, indicating whether it is a picking location, bulk location, or storage location.

M

Warehouse position

An article that is in stock in the warehouse is always registered at a position in RetailVista. Warehouse positions always consist of a combination of 5 codes, with the recommended structure as follows: Part 1: Indication of physical address of location Part 2: Hall, building, zone Part 3: Aisle, row Part 4: Rack height Part 5: Position in bin An example of a warehouse code could be: OS-B-12-2-1 This means a warehouse in Osdorp, hall B, row 12, height 2, position 1. The recommended layout can of course be implemented differently in practice, depending on the situation. It is important, however, to always indicate the physical warehouse address as part 1 and not to combine multiple warehouse addresses under the same part 1 code.

Warehouse movement	This is a movement of items from one warehouse position to another warehouse position or to the store (and vice versa).
Warehouse inventory	This is the sum of the inventory of all warehouse positions.

N

O

Revenue	Every sold item in RetailVista leads to revenue. Sales in RetailVista can only take place in 2 ways, cash and on account. In accounting applications, cash and sales are often referred to, which respectively mean cash sales and sales on account.
Revenue type	Every sale in RetailVista is always linked to a revenue type. This is mainly intended to make a statistical distribution afterwards of how the revenue is distributed in terms of origin. Examples of revenue types are cash sales, sales on account, own use, webshop sales, etc. Revenue types are recorded at the 'header' of sales, for example at the cash receipt level or at the delivery on account level.
Order picking run	An order picking run can best be explained as a one-time route that an employee takes in a warehouse to collect ordered items. Each run is assigned a unique number in RetailVista, and when an order picker has completed all the instructions received within a run, the run is closed. The advantage of a run and its associated unique number is that if an order picking scanner crashes unexpectedly, the last or a specific run can be continued. It also allows for a specific run to be taken over by another colleague.
Storage location	A warehouse storage location is a location where items are stored but cannot be picked via order picking. This is part of the location type. The difference between a storage location and bulk/pick locations is that no order picking instructions will ever be generated for storage locations. A storage location often contains sealed or goods stored for a longer period that are not immediately suitable for sale. For example, think of Christmas items. Depending on settings and implementation, the inventory of storage locations is also deducted from the available stock on the webshop, preventing consumers from placing orders for items stored in storage.
Order picking	Order picking is the process of gathering reservations. This can be done in various ways, such as on paper, using simple order picking, or through guided order picking.

P

Stock forecast	This is the long-term stock forecast. The stock forecast is the available stock, increased by the items yet to be received. The items yet to be received are the outstanding purchase order lines. This way, you know what the future stock will be.

Q

R

Pickable warehouse stock	This is the stock of all warehouse locations of the pick or bulk type for a specific item.
Pick location	A pick location is a location where items can be picked via order picking. This is part of the location type.
Cash on delivery	Cash on delivery is the amount to be paid by the recipient to the delivery person upon handing over a reservation (shipment). If this amount is not paid, the shipment should not be delivered.
Reservations	Reservations are the result of sales orders and essentially describe what has been set aside, what has been reserved for a consumer. Ultimately, a reservation must always be physically available, it is not a fictional entity, it must be ready somewhere. However, a reservation starts off as fictional, the order picking process begins after creation.

S

Scenario	A scenario is a description of a process that is followed. RetailVista has various types of scenarios, such as article reception, sales orders, etc.

T

Time zone

In RetailVista, a time zone must be set for each location. For all sales made at that location, the time zone is also recorded in the sales history.

U

Issuance application	The issuance application is part of RetailVista Mobile and is partly intended to perform a series of routine checks before a reservation (shipment) can be handed over to a customer. This can be the case for both delivery by own drivers and for warehouses where customers come to pick up orders themselves. Routine checks include, for example, whether enough has been paid, whether the reservation has already been issued before, etc. Another purpose of the issuance application is to inform the employee about the number of packages (boxes, packaging) that make up a reservation.
Issue location	A reservation can have an issue location. This is the location (physical place, address) where the reservation can be found. The concept of an issue location should not be taken too literally, it actually refers to the location where a reservation is fully assembled, even if it includes items from various other locations or even purchase order suppliers. It is not just about pick-up or issuance, as delivery to consumers can also take place from an issue location. The issue location should be mentioned in emails and/or reports to consumers so that they know where to pick up their ordered goods.

V

Sales channel	Webshops can also be so-called 'marketplaces', representing multiple underlying parties. An example of this is an EffectConnect webshop integration that represents Fonq as a webshop outlet. In RetailVista, such parties are translated into sales channels. In statistics, it is then possible to not only request the turnover per webshop, but also the turnover per sales channel.
Sales order	A sales order is a customer order. Sales orders can in some situations lead to purchase orders, depending on whether items are in stock or not.
Sales order scenarios	A sales order scenario is a combination of settings that determine how the handling of a sales order should take place after the sales order has been entered.
Transport declaration	In some cases, sales orders can be delivered free of VAT if the sales order goes directly across the border. In situations where an order is picked up, a transport declaration must be filled in by the picking party, indicating that the shipment is being transported directly to a foreign country. This exempts the retailer from VAT payment, in case the sales order is still sold in the Netherlands despite signing this declaration.
Branch	RetailVista has organizations, companies, and branches. The latter refers to the physical location, the address of a store.
Inventory	This is the countable inventory of an item. If you were to add up all the quantities found of an item in your store (and warehouse), that would be the inventory of an item.
Available inventory	This is the inventory minus the reserved items. In essence, the available inventory describes the inventory that you can still sell.

W

Store inventory	This is the total inventory minus the warehouse inventory.

X

Y

Z