LS Retail NAV 2009.1
- New Features -
Matthías E. MatthíassonProduct Manager NAV
FocusFocus
Work smarter Work smarter and betterand better
Work Smarter and Better
• Role Tailored: Empower people to excel at their individual jobs.
• Empowered People: Serve themselves, serve your customers and serve your business better
Microsoft Dynamics – the customer model
Susan – sales order processing Susan – sales order processing (1)(1) receive orderreceive order(2)(2) Check availability and release order Check availability and release order (3)(3) Confirm deliveryConfirm delivery(4)(4) Print order confirmationPrint order confirmation(5)(5) Inform warehouse staff about deliveryInform warehouse staff about delivery(6)(6) Post order / invoicePost order / invoice
LS Retail Roles
IngaRetail Buyer
LS Retail Roles
LacyRetail Store Manager
LS Retail Roles
JeremyRetail Store Associate
LS Retail Roles
Jeremy / LacyRetail POSCashier
ONLINE
Online
Back Office
Online
POS
HEAD OFFICE
HEAD OFFICE SYSTEM
BACK OFFICE SYSTEM
STORE
POS PC
ONLINE/OFFLINE
Online
Back Office
Offline
POS
HEAD OFFICE
HEAD OFFICE SYSTEM
BACK OFFICE SYSTEM
STORE
POS PC
MIXED STORE
Online
Back Office
Store POS
Server
Offline
POS
Online
POS
HEAD OFFICE
HEAD OFFICE SYSTEM
BACK OFFICE SYSTEM
STORE
POS PC
STORE POS SERVER
STANDALONE STORE
Offline
POS
Online
POS
Offline
Back Office
HEAD OFFICE
HEAD OFFICE SYSTEM
STORE
POS PC
BACK OFFICE SYSTEM
Serves all retail set-ups
TechnologTechnologyySaleSaleServiceService
LS Retail NAV 2009.1
-Higher Level of Service
-Special Order-Greater Product Range
-Offer / Pricing-Cross Selling-Offer Triggering
-Simple Item Search
-New POS Look-POS Extendibility
-Database Architecture
Vendor Item Library• Items with Options• Additional sales or/and
cost price for options• Accessible from
– POS– Sales Order Document
• Sourced from Vendor• Can not be a kept on
stock• Lot Number
Special Order Process
Order Taking Order Sourcing
Order Delivery
Special Order Process
Order Taking
• Order Taking– POS– Back Office – Sales Order
• Items Selection– Item in Item Master
• Store Product Range• Warehouse
– Non stock items– Item with Options
• Customer Created/Lookup• Prepayment
– Full– Partial (%/amount)
• Additional Charges
Special Order Process• Store
– Expected to stock– Sourced with other stock
• Warehouse– Large Items (collection)– Not in Store Stock– Not in Store Product
Range• Vendor
– Made to Order– Catalogue Items
Order Sourcing
Special Order Process• Shipped to Customer
– Vendor– Warehouse– Store
• Collected by Customer– Store– Warehouse
Order Delivery
POS GUI• Buttons• GUI Menus Control
– Journal Lines– Input– Message– Total– Status Bar– Info
• Quick Cash Button• Double lines in
journal
POS Extendibility• Internal switches to control
behavior (99008981 - POS Trans. Line)
– System-Exclude from Offers– System-Unchangeable
Quantity– System-Unchangeable Price– System-Unchangeable
Discounts– System-Exclude from Void– System-Unchangeable Offer– System-Exclude from Refund
• Discounts in a specific table
Dynamic Lookup Form• New dynamic
lookup forms• Setting for
new look• Setup
– Table– Fields to show
• Item Lookup
Item Finder• Setup
– Search Type• Item• Vendor Item Library
– Table Types• Item• Variants• Special Group• Attributes
• Button– List– Specific
LS Retail NAV 2009.1• ZOOM
– Customer Information
– Trans. Discounts– Trans. Line Discount
Details– Trans. Infocode Line– Trans. SPO Line
Details– Trans. Details– Trans. Line Details
• Shade Background on Popup
Item Cross Selling• Cross Selling Group
– InfoCode type– Questions
• Item in group
• Connect Group to– Item– Product Group– Item Category
• Selection– Min– Max
LS Retail NAV 2009.1• Dynamic Menu
Improvements– Dynamic popup menu
for Variants
• Infocode Improvements– Dynamic popup menu
for Info-sub-codes– Linked Infocode in
Information Subcode
Offer Improvements• Mix & Match and Discount
Offers triggered if customer buys for specific amount
• Total payment of Transaction – distributes discount to items (TOTPAYM)
• Specify range of values (discount on quantity of 2 to 5)
Offer Improvements• Additional Items in Mix
& Match Offer are shown (selectable) when primary item is entered
• Special Groups and Item Category in Discount Offer and Mix & Match
• Loyalty Card Validation
Dynamic Item Hierarchy• Unlimited number of
trees• Unlimited number of
branches• Show in Sales History
– Sales fields– Purchase fields
• Built on any fields on Item record
• Built on any tables that have a connection to Item record
Dynamic Item Hierarchy• Can calculate
on any field (better performance on flow fields)
• Define– What fields to
show– Calculation
between fields (ex: profit)
Item Attributes• Hard Attributes
– Field on the Item record (5 fields)
• Data stored in the Item record
• Soft Attributes– Automatic
Replenishment Filtering• ABC Classification
– Classification by• Sales Amount• Profit Amount
– Abel to filter to code in all Item table reporting
– Automatic Replenishment Filtering
LS Retail NAV 2009 (6.1)
• Store Capacity– Define Goals
• Item Category• Product Group• Store• Season
– Reporting by Exception• Stock Coverage
– Define Goals• Item Category• Product Group• Store• Season
– Reporting by Exception
Standalone Store• Head Office to stock
adjust the standalone Store without mirroring
• Standalone Store stock count to adjust Head Office database
• Standalone Store DB and Head Office DB comparison
• Close Partially Received Purchase Orders at Store
STANDALONE STORE
Offline
POS
Online
POS
Offline
Back Office
HEAD OFFICE
HEAD OFFICE SYSTEM
STORE
POS PC
BACK OFFICE SYSTEM
Standalone Store• Move Purchase Order to Store
without moving ownership from Head Office database– Document Send Date to Purchase
Order Header record• Create a new Transfer Order for
unsent stock of a Transfer Order is sent in a Standalone Store system
• Sales Order Document supported• Multiple stock location within
Store
POS Return Management• Refund individual lines in
Transaction• The ability to define
Payment Menu for Refund process
• Return Policy– Store No– Item No– Item Category– Product Group– Allow Return – Manager Key
Item Tracking• Lot Numbers• Serial Number• Processes
– Purchasing– Purchase Return– Receiving / Picking– Counting– Negative / Positive Adjustments– POS
• Barcode Printing– Item Labels
• Standalone Store supported
Replenishment• Store Priority Stock Distribution of Limited
Stock– Define Store Priority (Replenishment Rule)– Distribution Method
• One piece at a time in store priority• All stock need to stores in store priority sequence
• Replenishment Rule– Automatic Calculation for Ratios by Sales History
• Multiples Rounding Definition (%)• Item Inherit Sales History
– Another Item (Additional Item)– Sum of both items (Item coming instead of
another)• Additional Replenishment Journal Filtering
– ABC Classification– Item Dynamic Hierarchy Levels– Special Groups– Item Soft Attributes
• Define Stock Out Quantity (Ex: Display Units)
Data Replication• Committed Transactions
– Data Director reads and sends only committed transactions (C Front)
• Push Transaction by DD– Push transactions from
POS when posting with Data Director instead of using Transaction Server
Hospitality• Hospitality BO to RTC• Partial Table Transfer• Item Modifier on
– Item Ingredients (exclude)
• Drive thru Implementation
• Menu Types:– Starter– Main Course– Desert.. for table orders
TechnologTechnologyySaleSaleServiceService
LS Retail NAV 2009.1
-Higher Level of Service
-Special Order-Greater Product Range
-Offer / Pricing-Cross Selling-Offer Triggering
-Simple Item Search
-New POS Look-POS Extendibility
-Database Architecture
Top Related