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LS Retail NAV 2009.1 - New Features -

LS Retail NAV 2009.1 - New Features -. Matthías E. Matthíasson Product Manager NAV. Work Smarter and Better. Focus. Role Tailored: Empower people to excel at their individual jobs. Empowered People: Serve themselves, serve your customers and serve your business better.

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LS Retail NAV 2009.1 - New Features -

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  1. LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV

  2. Work Smarter and Better Focus • Role Tailored:Empower people to excel at their individual jobs. • Empowered People:Serve themselves, serve your customers and serve your business better Work smarter and better

  3. Microsoft Dynamics – the customer model • Susan – sales order processing • receive order • Check availability and release order • Confirm delivery • Print order confirmation • Inform warehouse staff about delivery • Post order / invoice

  4. LS Retail Roles Inga Retail Buyer

  5. LS Retail Roles Lacy Retail Store Manager

  6. LS Retail Roles Jeremy Retail Store Associate

  7. LS Retail Roles Jeremy / Lacy Retail POS Cashier

  8. ONLINE ONLINE/OFFLINE MIXED STORE STANDALONE STORE Online Back Office Online Back Office Online Back Office Offline Back Office Online POS Offline POS Store POS Server Offline POS Online POS Offline POS Online POS HEAD OFFICE HEAD OFFICE HEAD OFFICE HEAD OFFICE HEAD OFFICE SYSTEM HEAD OFFICE SYSTEM HEAD OFFICE SYSTEM HEAD OFFICE SYSTEM BACK OFFICE SYSTEM BACK OFFICE SYSTEM BACK OFFICE SYSTEM STORE STORE STORE STORE STORE POS SERVER BACK OFFICE SYSTEM PC POS PC POS POS PC POS PC Serves all retail set-ups

  9. LS Retail NAV 2009.1 Sale Service Technology -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

  10. 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

  11. Special Order Process Order Taking Order Sourcing Order Delivery

  12. Special Order Process • 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 Order Taking

  13. 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

  14. Special Order Process • Shipped to Customer • Vendor • Warehouse • Store • Collected by Customer • Store • Warehouse Order Delivery

  15. POS GUI • Buttons • GUI Menus Control • Journal Lines • Input • Message • Total • Status Bar • Info • Quick Cash Button • Double lines in journal

  16. 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

  17. Dynamic Lookup Form • New dynamic lookup forms • Setting for new look • Setup • Table • Fields to show • Item Lookup

  18. Item Finder • Setup • Search Type • Item • Vendor Item Library • Table Types • Item • Variants • Special Group • Attributes • Button • List • Specific

  19. 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

  20. Item Cross Selling • Cross Selling Group • InfoCode type • Questions • Item in group • Connect Group to • Item • Product Group • Item Category • Selection • Min • Max

  21. 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

  22. 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)

  23. 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

  24. 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

  25. Dynamic Item Hierarchy • Can calculate on any field (better performance on flow fields) • Define • What fields to show • Calculation between fields (ex: profit)

  26. 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

  27. 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

  28. STANDALONE STORE Offline Back Office Offline POS Online POS HEAD OFFICE HEAD OFFICE SYSTEM STORE BACK OFFICE SYSTEM POS PC 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

  29. 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

  30. 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

  31. Item Tracking • Lot Numbers • Serial Number • Processes • Purchasing • Purchase Return • Receiving / Picking • Counting • Negative / Positive Adjustments • POS • Barcode Printing • Item Labels • Standalone Store supported

  32. 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)

  33. 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

  34. 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

  35. LS Retail NAV 2009.1 Sale Service Technology -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

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