multitenetsaas/docs/modules/retail/README.md

Retail Module Documentation

Overview

The Retail Module provides comprehensive retail management capabilities for Malaysian SMEs, including inventory management, sales processing, customer relationship management, and loyalty programs.

Features

Core Features

• Product Management: Complete product catalog with SKU, barcode, and categorization
• Inventory Tracking: Real-time stock monitoring with alerts and reporting
• Sales Processing: Point-of-sale functionality with payment integration
• Customer Management: Customer profiles and purchase history
• Loyalty Programs: Tiered loyalty system with points and rewards
• Reporting: Sales analytics and inventory reports

Malaysian Market Features

• SST Compliance: Automatic SST calculation and reporting
• Halal Certification: Support for halal product certification
• Malaysian Address Format: Integrated Malaysian address validation
• Local Payment Methods: Support for Touch 'n Go, GrabPay, and bank transfers
• Cultural Preferences: Support for Malaysian shopping patterns and holidays

Architecture

Models

• Product: Product catalog with attributes and pricing
• Inventory: Stock tracking and movement history
• Sale: Sales transactions with payment processing
• Customer: Customer profiles and loyalty data
• LoyaltyProgram: Loyalty tiers and reward structures

Services

• ProductService: Product catalog management
• InventoryService: Stock tracking and alerts
• SaleService: Sales processing and payment handling
• CustomerService: Customer relationship management
• LoyaltyService: Loyalty program management

API Endpoints

• /api/v1/retail/products/ - Product management
• /api/v1/retail/inventory/ - Inventory management
• /api/v1/retail/sales/ - Sales processing
• /api/v1/retail/customers/ - Customer management
• /api/v1/retail/loyalty/ - Loyalty program

Configuration

Module Settings

{
  "retail": {
    "enable_loyalty_program": true,
    "enable_inventory_alerts": true,
    "enable_barcode_scanning": true,
    "enable_sst_calculation": true,
    "default_tax_rate": 0.06,
    "low_stock_threshold": 10,
    "loyalty_tiers": {
      "bronze": { "min_points": 0, "discount_rate": 0.0 },
      "silver": { "min_points": 1000, "discount_rate": 0.05 },
      "gold": { "min_points": 5000, "discount_rate": 0.10 },
      "platinum": { "min_points": 10000, "discount_rate": 0.15 }
    }
  }
}

Malaysian Configuration

{
  "malaysian_retail": {
    "sst_enabled": true,
    "sst_rate": 0.06,
    "halal_certification_required": false,
    "supported_payment_methods": [
      "cash",
      "credit_card",
      "debit_card",
      "touch_n_go",
      "grabpay",
      "boost",
      "online_banking"
    ],
    "operating_hours": {
      "timezone": "Asia/Kuala_Lumpur",
      "public_holidays": true,
      "prayer_times": false
    }
  }
}

Getting Started

1. Enable Module

POST /api/v1/modules/retail/enable/
{
  "tenant_id": "your_tenant_id",
  "configuration": {
    "enable_loyalty_program": true,
    "enable_inventory_alerts": true
  }
}

2. Set Up Products

POST /api/v1/retail/products/
{
  "sku": "PRD-2024-001",
  "name": "Premium Product",
  "category": "electronics",
  "price": 299.00,
  "tax_rate": 0.06,
  "current_stock": 50
}

3. Configure Inventory Alerts

POST /api/v1/retail/inventory/settings/
{
  "low_stock_threshold": 10,
  "overstock_threshold": 500,
  "email_notifications": true
}

Best Practices

Inventory Management

1. Regular Stock Takes: Perform weekly inventory counts
2. ABC Analysis: Categorize products by value and sales volume
3. Safety Stock: Maintain minimum stock levels for popular items
4. Seasonal Planning: Adjust inventory based on Malaysian seasons and holidays

Customer Management

1. Data Collection: Collect customer preferences and purchase history
2. Loyalty Engagement: Regular loyalty program promotions
3. Personalized Marketing: Target customers based on purchase patterns
4. Customer Retention: Focus on repeat customer engagement

Sales Processing

1. Payment Diversity: Support multiple Malaysian payment methods
2. SST Compliance: Ensure proper SST calculation and documentation
3. Receipt Management: Digital and physical receipt options
4. Returns Processing: Clear return and refund policies

Integration Capabilities

Payment Gateways

• Malaysian banks (Maybank, CIMB, RHB, etc.)
• E-wallets (Touch 'n Go, GrabPay, Boost)
• Credit card processors

Accounting Software

• Malaysian accounting software integration
• General ledger synchronization
• Financial reporting

E-commerce Platforms

• Shopee Malaysia integration
• Lazada Malaysia integration
• Custom e-commerce solutions

Malaysian Compliance

SST Requirements

• 6% SST rate on applicable products and services
• Proper SST invoice formatting
• SST reporting and filing
• Exempt item handling

Consumer Protection

• Price display regulations
• Return and refund policies
• Product safety standards
• Consumer rights compliance

Halal Certification

• JAKIM certification support
• Halal product labeling
• Supplier verification
• Certification tracking

Troubleshooting

Common Issues

1. Inventory Mismatch: Reconcile physical vs system stock
2. Payment Failures: Check payment gateway configuration
3. SST Calculation: Verify tax rates and product categories
4. Customer Data: Ensure proper data entry and validation

Support Resources

• User guide and training materials
• Video tutorials for common operations
• FAQ section for quick troubleshooting
• Contact support for complex issues

Updates and Maintenance

Regular Updates

• Monthly security patches
• Quarterly feature updates
• Annual compliance updates
• Malaysian regulatory changes

Backup and Recovery

• Automated daily backups
• Point-in-time recovery
• Data validation procedures
• Disaster recovery planning

Performance Optimization

Database Optimization

• Index optimization for product searches
• Query optimization for reporting
• Data archiving for historical records
• Connection pooling for high traffic

Caching Strategy

• Product catalog caching
• Customer data caching
• Report result caching
• Session management optimization

Security Considerations

Data Protection

• PDPA compliance for customer data
• Secure payment processing
• Data encryption at rest and in transit
• Access control and audit logging

Payment Security

• PCI DSS compliance
• Fraud detection and prevention
• Secure payment gateway integration
• Transaction monitoring

Migration and Data Import

Data Migration

• CSV import templates
• Data validation procedures
• Migration checklist
• Post-migration verification

Legacy Integration

• API integration capabilities
• Database synchronization
• Legacy system retirement planning
• Data transformation services