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

Work Smarter and Better 4/6/2017 2:01 PM Work Smarter and Better Focus 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 receive order Check availability and release order Confirm delivery Print order confirmation Inform warehouse staff about delivery Post order / invoice

LS Retail Roles Inga Retail Buyer

LS Retail Roles Lacy Retail Store Manager

LS Retail Roles Jeremy Retail Store Associate

LS Retail Roles Jeremy / Lacy Retail POS Cashier

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

LS Retail NAV 2009.1 Service Sale Technology -Higher Level of Service 4/6/2017 2:01 PM LS Retail NAV 2009.1 Service Sale 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

Special Order POS Improvements Offer Improvements Grouping Standalone Store Other Hospitality

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 Items Selection 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

Special Order Process Order Sourcing Store Warehouse Vendor 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 Order Delivery Shipped to Customer Vendor Warehouse Store Collected by Customer Order Delivery

Special Order POS Improvements Offer Improvements Grouping Standalone Store Other Hospitality

POS GUI Buttons GUI Menus Control Quick Cash Button 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 Button Search Type Table Types List Specific Item Vendor Item Library Table Types Variants Special Group Attributes Button List Specific

LS Retail NAV 2009.1 ZOOM Shade Background on Popup 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 Connect Group to Selection 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 Infocode Improvements Dynamic popup menu for Variants Infocode Improvements Dynamic popup menu for Info-sub-codes Linked Infocode in Information Subcode

Special Order POS Improvements Offer Improvements Grouping Standalone Store Other Hospitality

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

Special Order POS Improvements Offer Improvements Grouping Standalone Store Other Hospitality

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

LS Retail NAV 2009 (6.1) Store Capacity Stock Coverage Define Goals Item Category Product Group Store Season Reporting by Exception Stock Coverage

Special Order POS Improvements Offer Improvements Grouping Standalone Store Other Hospitality

Standalone Store STANDALONE STORE Offline POS Online Back Office HEAD OFFICE HEAD OFFICE SYSTEM STORE PC BACK OFFICE SYSTEM 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 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

Special Order POS Improvements Offer Improvements Grouping Standalone Store Other Hospitality

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 Barcode Printing 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 Push Transaction by DD 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

Special Order POS Improvements Offer Improvements Grouping Standalone Store Other Hospitality

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

LS Retail NAV 2009.1 Service Sale Technology -Higher Level of Service 4/6/2017 2:01 PM LS Retail NAV 2009.1 Service Sale 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