pdi enterprise retail brochure...pdi retail goes beyond simple integration to the pdi financial...

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© 2019 PDI, Inc. All rights reserved. www.pdisoftware.com “Having a single solution like PDI is essential to our business... they are the first to break through with technology.” -John Dailey, Sr. Manager of IT, Circle K PDI Retail Reimagine Your Enterprise Our retail solution drives efficiency and time-saving automation into every part of your store-level operation integrating to your financials, helping you keep your stores running at peak performance and your customers coming back PDI Retail enables the convenience store operator to automate and cost-effectively manage complex day-to-day store-level operations. Based on a centralized pricebook, user-defined input forms, and the ability to integrate to multiple POS platforms, PDI Retail streamlines the electronic flow of information between stores, the central office, vendors, and partners. Scalable Platform Powerful Integration Manage by Exception

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Page 1: PDI Enterprise Retail Brochure...PDI Retail goes beyond simple integration to the PDI Financial Suite – it is an extension of your home office, fully aware of business changes as

© 2019 PDI, Inc. All rights reserved. www.pdisoftware.com

“Having a single solution like PDI is essential to our business... they are the first to break through with technology.”

-John Dailey, Sr. Manager of IT, Circle K

PDI RetailReimagine Your EnterpriseOur retail solution drives efficiency and time-saving automation into every part of your store-level operation integrating to your financials, helping you keep your stores running at peak performance and your customers coming back

PDI Retail enables the convenience store operator to automate and cost-effectively manage complex day-to-day store-level operations. Based on a centralized pricebook, user-defined input forms, and the ability to integrate to multiple POS platforms, PDI Retail streamlines the electronic flow of information between stores, the central office, vendors, and partners.

Scalable PlatformPowerful Integration Manage by Exception

Page 2: PDI Enterprise Retail Brochure...PDI Retail goes beyond simple integration to the PDI Financial Suite – it is an extension of your home office, fully aware of business changes as

© 2019 PDI, Inc. All rights reserved. www.pdisoftware.com

The PDI Difference:

PDI Retail goes beyond simple integration to the PDI Financial Suite – it is an extension of your home office, fully aware of business changes as they occur, unlike “bolt-together” systems. PDI Retail’s modules are all part of the same enterprise-wide solution. The business intelligence component is an integral part of the system, allowing you to easily monitor your data, apply your business-rule exceptions, and automatically report results and alerts for follow-up action.

PDI Retail Key Features

• Daily store reporting

• Integrated financials

• Exception management

• Pricebook

• Item level inventory

• Inventory optimization

• Market Basket/Insights

• Foodservice capabilities

• Mobile solutions

• Integrated POS & fuel management

• Rebate management

• Lottery

• Workforce management

Labor Management

Wireless Handheld

Automated Orders

POS Integration

Money Orders

Fuel Transactions

Credit Cards (POS Batches)

Page 3: PDI Enterprise Retail Brochure...PDI Retail goes beyond simple integration to the PDI Financial Suite – it is an extension of your home office, fully aware of business changes as

© 2019 PDI, Inc. All rights reserved. www.pdisoftware.com

“Thanks to PDI Enterprise foodservice capabilities, we are now able to predict sales forecast to better manage our orders, shelf-life, labor, and production rates.”

PDI Foodservice Capabilities

While foodservice is one of the top contributors to inside sales for the convenience retail market, it can also be a costly venture

From vendor relationships, to specialized labor, and inventory management, it is essential that you are able to track all foodservice components throughout your business to maximize your profit margins. PDI enables your foodservice capabilities with one version of the truth through our Enterprise software.

Optimize Inventory Levels

Reduce Waste Enhance Labor Usage

Actionable Insights into Sales Trends

Track all Foodservice Components for Maximized Profit Margins

Page 4: PDI Enterprise Retail Brochure...PDI Retail goes beyond simple integration to the PDI Financial Suite – it is an extension of your home office, fully aware of business changes as

© 2019 PDI, Inc. All rights reserved. www.pdisoftware.com

The PDI Difference:

Foodservice items are commonly composed of multiple inventory parts each with their own costs, vendors, recipes, preparations, and expirations associated with them. You rarely sell the unit you buy. With PDI Enterprise, you can track each recipe and menu item component to identify any discrepancies and reconcile your actual versus estimated use of those items.

• Review margins and costs of prepared food

• Compare theoretical versus actual usage • Identify discrepancies between prescribed practice and what is actually happening to your inventory

• Manage ingredients, recipes, and menus using common cooking measures • Inventory in fractional or whole quantities with a variety of units of measure

• Easily perform audits for prepared food and products without barcodes • Create shelf-labels for non-sellable items

• Centrally manage nutrition facts and shelf lives for integration to scales, menu boards, and other tools to meet FDA regulations

• Allocate labor budget proportionate to foodservice sales

With PDI Enterprise you can:

Labor Management

Recipe & Menu Support Integrated

in Pricebook

Inventory Management &

Reporting

Page 5: PDI Enterprise Retail Brochure...PDI Retail goes beyond simple integration to the PDI Financial Suite – it is an extension of your home office, fully aware of business changes as

© 2019 PDI, Inc. All rights reserved. www.pdisoftware.com

“MarketLink has allowed us to become a fiercer competitor.”

-Jessica Starnes, Pricebook Manager, Weigel Stores, Inc.

PDI MarketLinkBoost Your Bottom LineTransform your data to dollars

When it comes to rebate programs, no one likes leaving money on the table. Send your scan data, and collect their money. It’s really that simple. PDI MarketLink makes it easy to get the correct transactional details, in the right format, to the right manufacturers. The end result? You get paid!

Philip Morris US Tobacco (PMUST)

Supported Supplier Programs:

R.J. Reynolds (RJR)

Page 6: PDI Enterprise Retail Brochure...PDI Retail goes beyond simple integration to the PDI Financial Suite – it is an extension of your home office, fully aware of business changes as

© 2019 PDI, Inc. All rights reserved. www.pdisoftware.com

Gain Additional Revenue

PDI makes it easy for you to participate in revenue generating tobacco scan-data programs. What typically requires manual collection and paperwork is now simple with PDI MarketLink.

How It Works:

PDI MarketLink Requirements:

POS Transaction JournalsPOS interface must support

POS transaction journals

NAXML Supported POSMust have either: Passport,

Radiant, Bulloch, or Commander

Rebate Dollars

PDI MarketLink

ManufacturerRetailer

Page 7: PDI Enterprise Retail Brochure...PDI Retail goes beyond simple integration to the PDI Financial Suite – it is an extension of your home office, fully aware of business changes as

© 2019 PDI, Inc. All rights reserved. www.pdisoftware.com

Stay Ahead of the Curve

PDI POSLinkPOS Enhancement SupportOur solution to the ever increasing costto develop and support POS interfaces

With POSLink you have access to all of PDI’s POS enhancements as they are released while the cost of development is shared across all license holders based on site count.

Consistent POSSupport

Integrates with Multiple POS

Devices

ContinuousSoftware Updates

Page 8: PDI Enterprise Retail Brochure...PDI Retail goes beyond simple integration to the PDI Financial Suite – it is an extension of your home office, fully aware of business changes as

© 2019 PDI, Inc. All rights reserved. www.pdisoftware.com

PDI POSLinkPOS providers are releasing software updates faster and more frequently than ever before. Dealing with the complexities of POS transaction data, network security, PCI compliance, mix & match challenges, in addition to the time, logistics, and fairness of managing your POS interface should not be your concern.

Supported POS Devices:

Page 9: PDI Enterprise Retail Brochure...PDI Retail goes beyond simple integration to the PDI Financial Suite – it is an extension of your home office, fully aware of business changes as

© 2019 PDI, Inc. All rights reserved. www.pdisoftware.com

“By 2020, a corporate ‘no-cloud’ policy will be as rare as a ‘no-internet’ policy is today.”

-Gartner

PDI Hosting ServicesProtect Your OrganizationPreventing a data loss disaster

From purchasing expensive equipment to maintaining your ERP solution and SQL databases, the cost of hosting your own server can quickly add up. PDI Hosting Services is the perfect alternative to the traditional concept of buyingand maintaining your own server. Reliable data access is critical to daily operations, so let our team provide and manage your hardware, backups and software upgrades. PDI Hosting Services provides you with business continuity to protect your operations, and ensures you get the most out of your ERP software investment.

Improve User Experience

Limit Downtime and Data Loss

Increase Security and Redundancy

Get Out of Hardware Business

Page 10: PDI Enterprise Retail Brochure...PDI Retail goes beyond simple integration to the PDI Financial Suite – it is an extension of your home office, fully aware of business changes as

© 2019 PDI, Inc. All rights reserved. www.pdisoftware.com

Security & AccessibilityWhether defending your data from hacker attacks, malicious viruses, or natural disasters, PDI Hosting Services ensures that your sensitive information is safe and secure. Our hosting environment provides dedicated physical servers, automated server failover, standalone domain security, built-in disaster recovery, and our efforts to protect your data don’t end there. The PDI data centers are SSAE 18 certified with independent and diverse power, water, and network feeds with no single point of failure. They also include fully redundant 24,000+ cfm chilled water CRAHs in a minimum N+1 configuration for cooling, FM-200 gas fire suppression system, and multiple days of diesel on-hand to support multiple 2.5 MW Caterpillar generators in an N+1 configuration.

Maximize your ROI with PDI Hosting Services:

Never buy hardware againHW is owned, maintained, and

upgraded by PDI

Full accessIncluding VM & SQL layers, can

be limited if preferred

Stay updatedUnlimited use of PDI Technical Services

International Support

24/7

Hosting Since1999

Supporting2800+ Trucks

Supporting270M+ Liters of Gas/Day

Supporting7500+ Retail

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