Presentation Transcript

1. Agenda – Tuesday

   08:30 to 09:00 - Registration & Breakfast - sponsored by Auric Systems International 09:00 to 09:15 - Welcome, Introductions, Announcements – Tyce McIntosh 09:15 to 10:30 - Version 9.4 - Part One 10:30 to 10:40 - Mid-Morning Break – sponsored by Merchant eSolutions 10:40 to 12:00 - PCI Compliancy with TBG Security, AuricSystems Intl, Credit Card Merchants 12:00 to 01:30 - Lunch and Vendor Visits/Appointments - sponsored by TBG Security 01:30 to 03:15 - Natural Order Version 9.4 – Part Two 03:15 to 03:30 - Afternoon Break - sponsored by Midco 03:30 to 04:30 - Sales Tax presented by Avalara 04:30 to 05:00 - Open Discussion, Q & A, Introduction of Platinum Sponsor – CANU 06:00 to 08:00 - Reception with Attendees, Natural Solutions Staff and Vendors – sponsored by CANU
2. RegistrationBreakfast Buffet(Please help yourself to the breakfast buffet in the restaurant andlet them know you are attending the Natural Solutions Conference)Sponsored by Auric Systems International Natural Solutions 2010 User Conference
3. Welcome,Introductions, AnnouncementsTyce McIntosh, Natural Solutions President Natural Solutions 2010 User Conference
4. Natural Order Version 9.4Part One Natural Solutions 2010 User Conference
5. Version 9.4 Review & Update(9.3.43 through 9.4.12) Natural Solutions 2010 User Conference Slides Version 1.0
6. What’s New in V9.4Comments and Follow-ups Natural Solutions 2010 User Conference
7. Choose what to display: Past Due Follow-Ups Today’s Follow-Ups Future Follow-Ups Choose which to display: Your Follow-Ups All / None / Specific Group
8. Choose to Sort By: Action Priority Source Title / Subject / Type
9. What’s New in V9.4 Searching Natural Solutions 2010 User Conference
10. New Security Settings: Display Quantity Available (red/green) Auto-display last search results Retrieve option Where selection option Search Changes: Remembers results AND criteria Auto re-selects row Auto-selects entered text NEXT/PREVIOUS function in Product Information
11. New Security Settings: Auto-display last search results Search Changes: Remembers results AND criteria Auto re-selects row Auto-selects entered text
12. What’s New in V9.4SKUs Natural Solutions 2010 User Conference
13. Quantity breaks for the same SKU when on multiple lines of an order Same SKU - Quantity break calculated for total quantity of the same SKU in all lines of an order (defined in the Catalog Item screen) Retained functionality: Individual SKU – quantity break calculated on each line without looking at other lines Across Product Line – quantity break calculated for all order lines in same product line
14. Selections in an assortment no longer must have the same price for each item In the example: choosing a book will charge $10 Choosing the video will charge $30
15. Used when: Posting Cycle and Physical Inventory counts Posting Inventory Adjustments
16. Inventory Adjustments screen can show only SKUs with a Default Catalog Company SKUs without a Default Catalog Company would not be displayed Location-based Physical Inventory: Can select only SKUs for a specified Catalog Company (or ALL)
17. For State Restriction and Country Restriction Schemes Orders placed before the start date will be accepted Orders placed after the start date will be restricted
18. Standard SKU Price shown (in Title bar) Catalog Company shown Start/End Dates shown New sort options, and ascending / descending Start Date (default) Catalog Name Catalog ID Include or Exclude Expired Catalogs ‘Exclude’ is the default Select One or All Catalog Companies ‘All’ is the default
19. New SECURITY DEFINITIONS setting Shows SELL UNTIL GONE in ACTIVE STATUS column in product searches instead of ACTIVE
20. Icon showing SKU sales Month-To-Date andYear-To-Date Quantities andDollars Percentages of prior Year Averages for last 6 months andlast 12 months(current month excluded) Selectable Year (when not current year, 6 month numbers will be July through December) Returns and Refunds are NOT included Accessible from: Product Search Product Information Open PO’s/WO’s icon
21. You may now insert new comments to a closed Purchase Order
22. New SYSTEM DEFAULT Setting: Pre-populate Purchase Order Receipts (Yes/No) YES=old functionality When you initially open a PO Receipt: New receipt lines are auto-created for lines without existing receipts You may delete the auto-created lines -- OR -- No new receipt lines are auto-created You may choose which lines to create
23. If set to NO, this flag will disallow a Vendor/SKU combination from being used on: Purchase Orders Drop Ship POs POs by Size Grid POs by Color and Size
24. An alternate method to do Vendor Invoice vs. Receiving double-checks before voucher creation New SYSTEM DEFAULTS flag (must be YES for new functionality) Process Steps 1. Create the PO 2. Receive the PO 3. Reconcile the PO Enter new costs & quantity When received qty=entered qty, the PO can close
25. Fact Sheet location can now be up to 255 characters Especially useful for long URLs Kit SKUs can now be used in Product Group Discounts; that means the following are discounted in an order: Standard (stand-alone) SKUs Kit-level SKUs (not components) Assortment SKUs (not in a kit) Components of an Assembly can now be returned
26. What’s New in V9.4 Royalties Natural Solutions 2010 User Conference
27. Contract screen changes: Select a PRODUCT NUMBER Then choose ALL or SELECT Use SELECT to choose which specific SKUs if not ALL SKUs Also affected: Royalty Search Royalty Statements Royalty Calculation/Export Also changed: Payables Royalty import warns if possible duplicate import file
28. What’s New in V9.4 Accounting Natural Solutions 2010 User Conference
29. Customer Searches AR Balance is shown in search results Cash Receipts A/R Balance Unapplied Credits Last Invoice Date
30. For Vouchers created automatically from a Purchase Order Receipt: You can no longer delete lines associated with a Purchase Order Receipt
31. Create Vouchers from Purchase Orders : Can now select or auto-generate the PAYABLES BATCH NUMBER (does not have to be 100) Batch Numbers: Batch Proof Report , Direct Check Report, and Manual Check Proof Report all allow batch number selection Voucher Maintenance allows a batch number to be selected when entering a NEW voucher (and changed if not yet proofed)
32. New view V_LID_PROFIT : Calculates extended price, extended cost, and gross profit for each shipment of each order line 2 new example report macros - Gross_Profit_by_Product_Line_SKU.mf Gross_Profit_by_Product_Line_Prodit.mf New PO Number Index: Can now lookup AP_PAYABLE_MASTER given a PO NUMBER (such as in AP_PAYABLE_DETAIL)
33. What’s New in V9.4 Imports Natural Solutions 2010 User Conference
34. Catalog Request Import: Now uses the Import Field Conversions data New SQL-only XML Exports @FORMAT can be ‘TABLE ‘ or ‘XML’ or ‘XMLRAW’ @AFTER selects only rows modified after the specified datetime. @ROOT specifies an additional surrounding XML element For technical details, contact us for further info
35. The top displays the incoming data and the rest shows the potential matches Color-flagged: Exact Name, Company, Address matches Close matches Phone & Email matches Search results New ID will be created Restricted Names Can now: Fix incoming data Refresh after changing Update based on matching Name and/or address ID 26164
36. Close Name matches will not show Unless Postal Code matches Exact Name matches will not show Unless State matches and one of the names already has a name and address typing to a match address Close Match rechecks for dupes Once you make a selection in the Name and Address Maintenance window, it will recheck for a duplicate Selecting an existing company or name New phone numbers from the incoming data will be added to the name If ALLOW_NOW_TO_UPDATE_NAMES_FLAG is set to Y in SYSTEM_DEFAULTS (not accessible via the screen interface), then Source, Name Class, Title, Email Address, and the 4 ‘OK to…” flags will be updated (previously this incoming data was ignored).
37. What’s New in V9.4 Names and Companies Natural Solutions 2010 User Conference
38. Additional field support: Customer Class E-Mail Address Preferred Communications Credit Limit Original/Last Source Screens Affected: Name Maintenance Catalog Request Gift Certificate Consistency change: Gift Certificate now uses same programming as Name Maintenance
39. Customer Class basic table now has defaults for: OK to Sell OK to Phone OK to Email OK to Mail Catalog now has default Customer Class
40. Name Maintenance/Catalog Request now allows: Multiple Customer classes One must be PRIMARY Cannot have more than one PRIMARY Use icon to access the multiple classes Use INSERT/DELETE to add or remove A new Name Class is added when you add a name via: Name Maintenance Order Entry Gift Certificates Catalog Requests
41. Track every mailing for each customer New System Defaults flag: Last Mailed OE Lookup New LAST MAILED IMPORT to set info: LMIR (record type) 01 (version Name ID Address ID Catalog ID (optional) Promotion ID Source Code (optional) MMDDYYYY Use CyberQuery to create the import file
42. In NAME MAINTENANCE: New icon to see Last Mailed information Click the DETAILS button to see the address mailed to, mailing date, and promotion info.
43. Select <Last Mailed> as the Promotion Code to automatically choose the most recently mailed promotion Using cursor keys to advance through the promotion list automatically jumps to the promotion selected when the cursor is on <Last Mailed> Typing <LAST> will also select <Last Mailed> (for those of you using Keyboard Macros)
44. Mailing Address flag Now defaults to ‘checked’ for a new company’ s first address Access Name Maintenance Directly in Company Maintenance via icon

45. Agenda – Tuesday

    08:30 to 09:00 - Registration & Breakfast - sponsored by Auric Systems International 09:00 to 09:15 - Welcome, Introductions, Announcements – Tyce McIntosh 09:15 to 10:30 - Version 9.4 - Part One 10:30 to 10:40 - Mid-Morning Break – sponsored by Merchant eSolutions 10:40 to 12:00 - PCI Compliancy with TBG Security, AuricSystems Intl, Credit Card Merchants 12:00 to 01:30 - Lunch and Vendor Visits/Appointments - sponsored by TBG Security 01:30 to 03:15 - Natural Order Version 9.4 – Part Two 03:15 to 03:30 - Afternoon Break - sponsored by Midco 03:30 to 04:30 - Sales Tax presented by Avalara 04:30 to 05:00 - Open Discussion, Q & A, Introduction of Platinum Sponsor – CANU 06:00 to 08:00 - Reception with Attendees, Natural Solutions Staff and Vendors – sponsored by CANU
46. What’s New in V9.4 Personalization Natural Solutions 2010 User Conference
47. Used when ordering an item with quantity > 1 and each has different text For instance: 5 Ball Caps with the team name AND a different player’s name embroidered on each cap Requirements and Pricing Order quantity determines the repeated personalization questions Price is SKU price times quantity,+ Extra Letter Fee times the number of extra letters,+ quantity times Setup Fee+ quantity times Occurrence Setup Fee for each different text
48. Used when ordering a single item that has multiple personalizations For instance: Employee Of The Year plaques Requirements and Pricing Number of occurrences determines the repeated personalization questions Quantity Ordered can only be 1 SKU determines price, plus Occurrence Setup Fee multiplied by the number of filled-out occurrences Setup Fee, Letter and Line Charges ignored
49. You must now enter all required personalization text before exiting a personalization window EXCEPT: A popup asks if OK to skip the required details – if you say YES, when saving you will be required to enter required details before save can complete
50. What’s New in V9.4 Email Natural Solutions 2010 User Conference
51. If an email address exists, Natural Order will send emails to that customer, regardless of the OK to Email setting Use the OK to Email flag to control YOUR emailings The presence of an Email Address tells Natural Order it’s OK to send automated and manual emails – remove the email address if they do not want any emails TIP: first copy the old email address into a UDF if removing an email address
52. When an email fails to be sent, an error message will be sent via email Use E-Mail Control screen to set where error message will be sent Your Email Server determines what error conditions and the actual error message we will transmit back to you
53. More secure connections Allows authenticated connection to your SMTP server Allows alternate SMTP Port Allows SSL connection to your SMTP server Uses SQL Server’s Database Mail system More robust, and more future-proof connection system Must be configured by you Requires a SQL Agent job as before
54. Per Order Status Type: AUTOMATIC will send the email NO will NOT send the email PROMPT will ask to send the email When it sends If it has not been sent, and the status setting is AUTOMATIC, it will send If it has not been sent, and the status setting is PROMPT, it will ask and if OK, it will send if it has been previously sent, it will not send again
55. What’s New in V9.4 Order Entry Natural Solutions 2010 User Conference
56. Setup Basic Tables: Shipping Class Shipping Banded Zones Assign Classes: Add Shipping Class to “Assign Shippers to Methods” screen Setup each Zone per Class: Class and Banded Zone Maintenance
57. Setup Banded Zone Catalog Shipping Scheme: Create new scheme Insert new Class/Zone combination on right Set banded charges on left Insert next Class/Zone combo and repeat Setup Catalog: Assign the catalog(s) to use Banded Zone for the Shipping Method and select your just defined Banded Scheme
58. New Copy/Reship Settings screen: Choose between ORIGINAL ORDER VALUE and NEW ORDER DEFAULTING RULES For Order Comments, choose between COPY ALL COMMENTS and COPY NO COMMENTS System Default setting: Copy/Reship Override (if CHECKED) allows the security group to override the default (global) setup when a COPY/RESHIP is created
59. Duplicate Purchase Order Numbers: Checks for duplicate Purchase Order Numbers via Company ID But now ALSO checks via Name ID if no Company ID
60. What’s New in V9.4 Credit Cards Natural Solutions 2010 User Conference
61. Shows both Pre-Authorizations as well as Batch Authorizations Also shows Order Entry declines if using Auric Displays complete details, grouped by status: Pre-Auth (expired authorization date in RED) Pending Unused Approved Declined Deposited (including Returns and Refunds – where the amount is in RED)
62. EVERY USER who views, enters, changes, or purges a full Credit Card Number will be logged These actions can be seen with the Credit Card Watch Report
63. Credit Card Number Purge Cannot have outstanding transactions Must be more than specified days old Default for the number of days is set in System Defaults – must be more than 60 days After running the PURGE: The Encrypted Credit Card will be replaced with a NULL (no value)
64. Credit Card Purge Report Purged Credit Cards If an order with a Purged Credit Card is COPIED or RESHIPPED, the user is informed that the “Credit Card Number has been purged and will not be copied into the new order”. If a REFUND or RETURN is attempted using a Purged Credit Card, the user is informed in the same way. If a REPLACE CREDIT CARD is attempted in Credit Card Maintenance, the user is informed the same way.
65. CVV Code (CSC/CVV2/CID/etc.) is not allowed to be stored anywhere The CVV field can no longer be stored nor imported (an empty field was left in the import format to avoid changing layout) If CVV is setup as required in the catalog, after an initial authorization with a CVV, subsequent authorizations will have to ask the consumer again for their CVV to go forward A new security setting (Auth w/o CVV) allows specified user groups to do a credit card authorization without a CVV even though the CVV is required Authorization and Deposit files sent to/from Auric/CN!Express: Can now be encrypted (requires newer version of CN!EXPRESS) The full Credit Card number is no longer displayed in CREATE PICK LISTS / 1.2 AUTHORIZE ALL ORDERS / MANUAL PROCESSING screen nor the equivalent screen in Natural Receivable Credit Card number is shown MASKED Credit Card number can ONLY be seen via the Credit Card Maintenance screen, which is high security and logged
66. When a Credit Card is authorized during order entry: The AVS Code and AVS Description Text for the code are now displayed for Authorizations and Declines If an order has a Batch Authorization, and the order is removed from the pick batch: The Authorization can be re-used in the order’s next Pick Batch If an order has a pre-authorization and an order can ship MORE than that amount:: A Batch Authorization will be done for the remaining amount
67. What’s New in V9.4 Order Processing Natural Solutions 2010 User Conference
68. When canceling Order Lines: The Shipping Document will be automatically removed from the Pick Batch Pick Verification (if used) will display an error if the Ship Document is scanned Step 2a (Update/Confirm Pick Lists and Ship will not allow the Shipping Document to be displayed Your ODBC-connected Manifesting System can also be setup to not pull up Ship Document numbers that have been canceled
69. Errors can now display in a pop-up that cannot be scanned to dismiss: Must use keyboard or mouse, not scanner, to dismiss the message Must enable option in System Defaults New Error Scenario Credit Card must be authorized to be scan-able
70. New 2B. Ship After Verify Screen In System Defaults, Ship When Picked must be OFF to use this screen Ship Document must already be scanned via Pick Verify to be eligible Marks items as shipped – mainly used for items shipped via a shipper that does not use the ODBC-based Manifesting system Allows entry of Tracking Numbers, and override of actual shipper/method used
71. Error Reporting: Now MANIFEST IMPORT reports there are errors AND tells you where the errors are New VIEW for manifest systems: Change your manifest system’s ODBC Interface to use the new VIEW named VNEO_TB_ORDERINFO_PICKED instead of the TABLE named TB_ORDERINFO Then, removed and canceled ship documents will no longer be passed to your manifesting system Weight: Weight has been added to the TB_ORDERINFO table Users and SQL Security reminder: All Natural Order SQL Database users must also be setup as users of the Manifesting SQL database
72. Enables an item to be pickable even though insufficient inventory: Must be enabled in SYSTEM DEFAULTS Must have only ONE pickable location Inventory MUST be increased before the item’s quantity is decremented from inventory System Default settings allow automated summarized Follow-ups to be created for each JIT item put into a pick batch with insufficient inventory
73. Mid-Morning BreakSponsored by Merchant eSolutions Natural Solutions 2010 User Conference
74. PCI CompliancywithTBG Security – Frank MurphyAuric Systems Intl – Ray CoteLitle & Co. – Rob LyonsMerchant eSolutions – Mark Bergner Natural Solutions 2010 User Conference
75. LunchSponsored by TBG SecurityPlease join us in the Hotel RestaurantVendor Visits/Appointments Natural Solutions 2010 User Conference
76. Natural Order Version 9.4Part Two Natural Solutions 2010 User Conference
77. Afternoon BreakSponsored by Midco Natural Solutions 2010 User Conference
78. Sales TaxPresented by Avalara – David West Natural Solutions 2010 User Conference
79. Open DiscussionQ & AIntroduction of Platinum Sponsor: CANU Natural Solutions 2010 User Conference
80. Evening Reception(with Attendees, Vendors and Natural Solutions Staff)Sponsored by CANUPlease join us in the Hotel Restaurant Natural Solutions 2010 User Conference

81. Agenda – Wednesday

    08:30 to 09:00 - Breakfast - sponsored by Litle & Company 09:00 to 09:20 - Natural Services opportunities, Q&A/Comments from Tuesday, etc. 09:20 to 10:20 - CANU Presentation 10:30 to 10:30 - Mid-Morning Break – sponsored by Midco Connections 10:30 to 11:30 - Taurus Software Presentation 11:30 to 11:45 - Midco Connections 11:45 to 12:00 - Development update – re-introduction of Carolyn McIntosh 12:00 to 01:30 - Lunch and Vendor Visits/Appointments - sponsored by Taurus Software 01:30 to 02:30 - Natural Order Future Product Development 02:30 to 02:45 - Afternoon Break - sponsored by Commerce V3 02:45 to 04:00 - User Meetings/One-on-One Session with Natural Solutions
82. Breakfast Buffet(Please help yourself to the breakfast buffet in the restaurant andlet them know you are attending the Natural Solutions Conference)Sponsored by Litle & Company Natural Solutions 2010 User Conference
83. Natural ServicesShow Specials Natural Solutions 2010 User Conference
84. Natural Services Show SpecialNatural Solutions BOGO offer Natural Solutions 2010 User Conference
85. Natural Solutions BOGO offer: Buy One On-Site Day,Get One Day ½ Off for the rest of 2010!
86. Natural Solutions BOGO offer: Buy One Remote Session,Get One Remote Session ½ Off for the rest of 2010!
87. Natural Solutions BOGO offer: Offer Details:1. Days/Sessions must be submitted for any remaining dates in 2010 by Friday, October 8th, 2010.2. Days/Sessions must be paid in full within 5 business days of date confirmation.3. Offer based on availability
88. CANUPresentation Natural Solutions 2010 User Conference
89. Mid-Morning BreakSponsored by Midco Connections Natural Solutions 2010 User Conference
90. Taurus Software Presentation Natural Solutions 2010 User Conference
91. Midco Connections Natural Solutions 2010 User Conference
92. Development UpdateCarolyn McIntosh Natural Solutions 2010 User Conference
93. LunchSponsored by Taurus SoftwarePlease join us in the Hotel RestaurantVendor Visits/Appointments Natural Solutions 2010 User Conference
94. Natural OrderFuture Product Development Natural Solutions 2010 User Conference
95. Afternoon BreakSponsored by Commerce V3 Natural Solutions 2010 User Conference
96. Q & AUser MeetingsIndividual Sessions Natural Solutions 2010 User Conference