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

### 2. Set Up Products
```json
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
```json
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