Housekeeping in shoper 9 pos | Tally Tips | Tally.NET Services | Tally TDL

© Tally Solutions Pvt. Ltd. All Rights Reserved 1

Housekeeping in Shoper 9 POS

February 2010


Objectives

Importance of housekeeping in Shoper 9 POS

Functionalities of Housekeeping menu in Shoper 9 POS

When to use what functionality

Guidelines and best practices to be followed for housekeeping


Importance of housekeeping

Maintenance is an important function in software applications

In Shoper 9 POS, all relevant housekeeping activities are provided under the

Housekeeping menu

Housekeeping in Shoper 9 POS helps you to:

o Manage the data

o Configure Shoper 9 POS to communicate with other POS and Shoper HO

o Import and Export data as per business requirement

o Perform Day End and Day Begin operations


Options under Housekeeping menu

Manage Data

o Backup

o Restore

o Compact

o Database Tuning Utility

o Purge Data

o Delete Temporary Tables

o Delete Backup Files

Communicate

o POS – HO Synchronisation


Options under Housekeeping menu Data Import

o Item Master

o Customer

o Price Revision

o Active Sales Promotion

o Import in to secondary db (s)

o Import Items from Secondary to Primary db

Data Export

o Export Item Master

o Export Transactions to Tally

o Create PT file

o Export ID/IM tables

o Export customer information

o Replication Export


Manage Data

Helps to:

Take backup of business information to safeguard data from disasters such as

hardware crash, virus attack, power fluctuation, etc.

Restore backup for re-installation and migration.

Reduce the size of the database.

Remove the unused data from database, so that the performance of software

and hardware is intact.

Delete Backup files according to parameter setup.


Data Import and Export

Helps in sharing information between:

o Shoper 9 POS and HO and vice versa.

o Shoper 9 POS and other Shoper POS installation.

Examples for information shared are Pricing, Customers, New Sales

Promotions, Purchase/ Sales/ Transfer, etc.


Communication

In a chain store setup consider the following details for synchronisation

between Shoper 9 POS and Shoper HO

o Configure Sync Setup

o Sync Manually with HO

o Obtain status of synchronisation



OPEN Day

Used for opening/ starting the transactions for the day (Date) in Shoper 9

Updates Price Revision and activates new sales promotions according to the

configuration

CLOSE Day

Used for closing the transactions for the day (Date) in Shoper 9

During the close day option the following activities are performed:

o Counter update for System Parameter/ GenLookup

o Backup of Database

o Synchronisation of data with Shoper HO

o Export of data to Tally



Backup

Used for taking backup of:

o Application database/ Company database.

o Secondary database.

o EIS database.

o Other Folders and files such as bill printing templates, barcode labels and

layouts, item images, etc.

o Backup can be taken in the folder of your choice, at any given point of

time.

This is in addition to the backing up performed by the CLOSE Day operation.



Restore

This option is used to restore the required backup file in the event of data loss

or corruption.

Can restore:


o Secondary database.

o EIS database.

o Other Folders and files such as bill printing templates, barcode labels and

layouts, item images, etc.



Compact

Used to optimise the database storage by removing the redundant logs,

records, etc.

Helps to compact the size of:


o Secondary database and EIS database, if available.

Also used to truncate log files of the respective databases.

Note:

On executing the Truncate Log the SQL log backup is deleted.

Use this option only when the size of the SQL logs are large.



Database Tuning Utility

Handling large volumes of data require occasional checking of database for

possible errors, truncation of log and re-indexing master tables or transaction

tables

Database Tuning Utility helps in fine tuning the performance of the application

This option helps to perform tuning activities on:

o Application database/ Company database

o Secondary database and EIS database, if available



Database Tuning Utility

Following activities can be performed in Database Tuning Utility

o Check Database

o Re-index DB Master Tables

o Re-index DB Transaction Tables

o Repair DB without Data loss

o Set DB recovery mode to Full

o Show Contig of Master Tables

o Show Contig of Transaction Tables

o Truncate Log Files

Based on business requirements more activities can be added to this list

It can be used even for shrinking the database, wherever possible



Purge Data

Used to purge the data if database contains master records of non transacted

items

Helps in reducing the size of the database by removing records of non

transacted items from the item master

Purge will affect only those records which have stock less than that specified

as a cut-off

Usage of purge helps in reducing the time taken for all Shoper transactions



Delete Temporary Tables

Shoper 9 POS creates many temporary tables which form the intermediary

information required for generating reports

If the report generation gets aborted due to any reasons, the subsequent

invocation of the report may contain wrong information

This option is used when you need to delete temporary tables



Delete Backup File

Files are saved in the backup folder during the Backup process and Close Day

process

Deleting the old backup files helps in better maintenance of space in the hard

disk and better performance of the system

This option is used when you need to delete the backup files



POS-HO Synchronisation

To perform activities involved during synchronisation process between Shoper

9 POS and Shoper HO.

The POS-HO synchronisation options available in Shoper 9 POS are:

o Send Flat Files To HO — An additional facility for sending the selective

files pertaining to a period from Shoper 9 POS to Shoper HO.

o Synchronise Manually — To synchronise data in addition to the set

schedule, from the POS location you can run this option.



POS-HO Synchronisation

o Configure Synchronisation — To set the mode of communication for

different HO(s) during the synchronisation process between POS and HO.

o Status Report — Provides the status of synchronisation and

acknowledgements of the synchronisation process between Shoper 9 POS

and HO(s).



Data Import

This option helps to import data from various sources such as:

Item Master — The Shoper 9 POS locations can use this option to import Item

Masters from Shoper HO or from other Shoper 9 POS locations.

Price Revision — Helps to update the Price Revision out of the set schedule

at Shoper 9 POS location.

Customer Information — To load the customer information into the Shoper 9

database. The input file can be of standard GUI structure and DOS format.

Replication data (AST) — To get the data from Shoper HO to Shoper 9 POS

when there is a data loss. It can also be used for importing information such as

sales tax catalogue, system parameters, general lookup, etc., if Shoper HO 7.2

and Shoper 9 POS are used.



Data Import

Active Sales Promotions — Is used when you need to activate sales

promotions for the newly added items, after the day open, coming under the

purview of sales promotions catalogued earlier.

Import into Secondary Database — Is used to load the details of all new

items inclusions sent from Shoper HO into the Secondary database. Secondary

Database is never purged and hence, the details of all item are available

permanently.

Import items from Secondary to Primary Database — Is used to

selectively import only the required item details from the secondary database

to the primary database.



Data Export Masters

This option helps the users to export data to various destinations.

Post Transactions to Tally — Is used to execute the export activity from

Shoper 9 POS to Tally.ERP 9 outside the scheduled activity.

Create PT files — Helps to create flat file pertaining to the data of selected

transaction type. These flat files can be used to avoid entering the item details

again in Shoper transaction.

Pricing Details — Is used to export Price Masters and Price Revision

records from one Shoper POS location to other locations. The file is saved as a

text file.



Data Export Masters

ID/IM File

o ID file contains item-wise summary of the transactions for the day

You may create the ID file for a single day or any period

o IM file contains item-wise summary of the transactions for the entire

month

IM file is created on the first day of each month, by default

You can also create the IM file for any Month



Data Export Masters

Customer Information — Used to create file containing customer information.

Replication Export (AST) — Used to create replication data files, for a given

period, to be exported to Shoper HO in addition to the file sent by the Day End

program.


Important System Parameters

Post Cost Center information to Tally

Helps to post the showroom wise data from Shoper 9 POS to Tally.ERP 9 in the

form of Cost Centre

Helps user to analyse the data in Tally.ERP 9 and make better decisions

Tally IP Address and Tally Port No

Can be configured while creating mapping for Tally interface or can be

configured in System Parameter

Delete Suspension Details as Part of Day Begin Process

Helps to configure the deletion of suspended bills during Billing

Can be configured as 0 and 1

o 0 — Do not delete during OPEN Day process

o 1 — Delete during OPEN Day process



Loading / Storing Path for Barcode Design Templates

Helps to configure the default path for loading and storing the barcode design

templates

Need not search for barcode templates while printing the barcodes

No. of Days Backup to be Preserved

Helps to configure the number of days the backup to be preserved

Deleting the old backup creates better space in the hard disk, hence, better

performance

Additional Tables to be Included During Sync.

Helps in adding more tables to the process of data synchronisation



Shoper LiveUpdate Backup Parameter

Helps to configure the backup process while performing LiveUpdate

This system parameter can be configured as Yes/ No

o Yes — Shoper 9 will perform backup of databases before performing

LiveUpdate

o No — Shoper 9 will not perform backup of databases before performing

LiveUpdate



Create detailed log file in Tally mapping

Helps to configure the mode of creating log files in the process of Tally

Interface Mapping

This system parameter can be configured as 0 or 1

o 0 — Do not create detailed log file during Tally Interface Mapping

o 1 — Create detailed log file during Tally Interface Mapping

TCP Version

Helps to configure the TCP version supported with respective release of Shoper

9

If this system parameter is not configured properly, Tally Interface Mapping/

Posting will fail


Guidelines and Best Practices for Housekeeping

Truncate logs frequently to maintaining database size

Verify the database health frequently, so that table level consistency problems

can be identified

Take backup’s in external devices, so that it would be helpful when there is a

system crash/ failure

Use Purge option for deleting unwanted masters for better performance


Question & Answers


Thank You

Housekeeping in shoper 9 pos | Tally Tips | Tally.NET Services | Tally TDL

Business