Welcome! Presenter:

Major Topics To Be Covered In This Presentation Review of new features that will be offered in –POS –CRM –Inventory –Purchasing –Pricing –Fulfillment Section Header

CRM 3045 Welcome for CRM Club –Every time a customer joins a CRM club a message will be sent to the Customer. CRM Template must be created. There has to be an address in the customer’s record CRM Welcome template has to have valid entry. Task Scheduler ‘CRM Club Welcome s’ processes all entries –Additional new member message Birthday – This will look at the Customer’s Birthday when determining if the New Member Message should print on the receipt. Custom Date 1-3 – This will look at the Customer’s Custom Date 1-3 when determining if the New Member Message should print on the receipt. Section Header

3045 – Welcome Create XML document Insert ~CUSTNAME~ in the document and Celerant will replace with the Customer’s first name. Name of file - BELLA.XML

Add the template to the template list Select the template in the CRM Club 3045 – Welcome

POS CRM Club Prompt for Renewal at POS –If the customer is ‘N’ days from the expiration date of the CRM Club, Prompt the cashier to ask if the customer would like to renew their membership Date is configurable Message to display to the cashier is configurable. Section Header

POS Section Header

POS Buying Club – Print/ Reward and Display Current Points at POS –Allow the user to create a Buying Club rewards coupon that will be generated at POS. Coupon Template is used to identify the coupon format. Coupon can be ed Request to generate coupon is set in CRM Club. When the coupon is generate, the value is deducted from the Buying Club. –Coupon Type – User defined value to categorize coupons. –Buying Club current points displayed on the POS screen. Section Header

POS Section Header

POS Section Header

Pricing Single Use Coupon and Require CRM Club to Use –Single use allows the user to determine if the coupon can be reused. –Require CRM Club checks that the customer on the sale is a CRM customer before allowing the coupon to be redeemed. Section Header

Pricing Section Header Allow coupon to be used on these items. Apply the coupon to an already discounted price. Customer must be on trans. in order to use Coupon Customer must be a CRM Member. Apply discount over all line items Single Use Per Customer - will allow the coupon to be reused, but a customer can only use it one time. Single – Coupon can only be use once (Serialized) No – Coupon can be reused

Pricing Serialized Coupons –Build Coupon Template. –Got to Coupons and Click New Serialized Coupon. –Enter information (Stores, Items, any exclusions) Section Header

Pricing Section Header

Pricing Serialized Coupons –Build Coupon Template. –Got to Coupons and Click New Serialized Coupon. –Enter information (Stores, Items, any exclusions) Section Header

Pricing Section Header

CRM 3348/3316 Deactivating Coupons on a Return –Returns involved with a Buying/CRM Club, will deduct from earned rewards points. –If the return drops the rewards below a dollar goal, open coupons will be deactivated. Use original sale date for deactivation No receipt – any coupon in the past 30 days. Accelerated Buyer Points and Customer Pricing Code assigned to Taxonomy –3316 added better functionality to –Ability to assign a multiplier. ‘Double the points for each sale’ –Assign a price code to certain parts of the Taxonomy. –Pricing code is only active for CRM members. Section Header

3316 – Pricing Code - Point Multiplier 3316 – Taxonomy

Inventory Adding Description 2 to Style and SKU screens –Additional text field that can be used to further define the Style or SKU –Screens affected: –Inventory -> View/Alter Styles -> Style List, Sku/Store List, Change Style Attributes, Change Sku/Store –Inventory -> View/Alter Styles -> Import -> Import Style Templates –Find Item (NEW POS->POS search/POS->Find Item) –SBO – Reports – List Style Sales –SBO – Sales Transactions -> Items Sold & Items Sold Consolidated –SBO – Sales Transactions -> Sales Orders -> Items Ordered –Location Skus –Pricing -> Multi Buy & Tier Multi Buy & Customer Pricing & Future Pricing Worksheet –Transfers -> Transferred Merchandise List & Transfer Adjust List –Transfers -> Receive Transfers -> View Transfers Accepted –Purchase Orders -> Special Order Status –Purchase Orders -> Ordered Merchandise & Received Merchandise & Received Ppk Merchandise. Section Header

Inventory Adding 5 new Text, and a Term Price fields to SKU screens –Text Need to add more ‘descriptive’ values to SKU/Store data Text field names can be changed in Store Settings. –Term Price Add field to SKU/Store list where all selected Term Sales for that SKU are shown Show Term Sale flag (In Term Sale) to control display. Section Header

Inventory – 3041 Showing Component of a Kit as On-Order –Components of a Kit are shown as On-Order when PO is created. –Store setting to control if this feature is activated. –When the Kit is received and broken up the On-Order quantities are reduced from Kit components Section Header

Inventory Style Detail - Date to Set as Inactive –Allow the setting of an inactive date for any style. Date is when the inactive flag will be set. (on app server startup) Client had a need to automatically stop ordering of an item as on a pre- determined date. Section Header

Inventory Class OF's - Bring over from Big Ticket Product Set class for particular OF data (OF 1-6) –Client can have different OF values depending on Class –Example: OF 1 has values of Leather, Poplin, Cloth, Fiction, Non Fiction, and Mystery Leather, Poplin, and Cloth are linked to Class – Book Binding Non-fiction and Mystery are linked to Class – Book Type Section Header

Purchasing – 3039 PO Approval Limit by User –Employee Detail – enter in dollar limit that an employee can approve. Section Header

Purchasing PO Import Enhancements –Eliminate PO Import screen and only allow PO Import as a Task in Task Scheduler –PO Template in PO Settings –Assign template to Vendor in Contact Details –Two New fields Barcode Unit Cost –Ability to run task manually –New option in PO application called Run PO Import Section Header

Purchasing Add Contact ID to PO Import –Add the Celerant Contact ID to be a field as part of the PO Import template. If the value is not blank, the Celerant will use this field to identify the correct Vendor Number. If the value is blank then Celerant will use the Vendor Number Section Header

Purchasing – 3049 Move Receipt to NAS is before Release Date –Two fields in Style (Release Date and Do Not Sell) –Enterprise setting to activate this functionality. Move Qty to NAS if Earlier than Release Date –Item is received before Release Date, Do No Sell flag is checked and units moved to NAS. –Default ‘In-Store’ NAS location called ‘Pre-Release’. –Nightly the App server will check the dates and automatically move units out of NAS and uncheck the Do No Sell flag once the Release Date occurs Section Header

Purchasing – 3061 Ability to Receive into NAS –NAS – Not Available for Sale –Only available when you receive a Linear PO. –Items received that need to be held from transfers or order fulfillment are placed in NAS. –NAS can be placed in a default receiving location. Must predefine NAS locations – can be sent to notify user of new NAS entries. –Items can be removed from NAS in the SKU/Store List Section Header

Purchasing Section Header

Purchasing Section Header

Purchasing – 3050 Differentiate between On Order and Special Order On Order –Tracking Special Orders with their own On Order column. OO will still show the entire On Order. SPOO will show the amount that belongs to Special Orders. –SPOO is handled just like OO. As items are received both are decremented. –Will work if a Special Order is added to an open PO. –SPOO Qty has been added to the following areas Style List- Grid Style Detail Add SPOO to the Quantity drop down Sku/ Store List - Grid Change Skus/ Stores- Grid Make PO’s from Customer Orders- Grid Special Order Status- Grid Items Sold- Grid Find Item (POS)- Grid Multi Find (POS)- Grid Ordered Merchandise- Grid – Added to some Inventory Analysis reports Section Header

Purchasing – 3059 PO Receiving - Data Collector Ability to Enter Qty Manually –Change to the Data Collector on Regular and Linear POs –Checkbox to require the user to enter a quantity. Unchecked will assume a quantity of 1 Section Header

Purchasing Section Header One Step Receiving –Enterprise setting – Allow One Step Receiving –Flag on PO called One Step Receiving. Message will appear asking if the user wants to save and receive the PO. –Not available on Pre or Post Distro PO’s. –Not available on PO’s with Prepacks

Pricing Progressive Markdowns based on Aging –Automatic way to mark down merchandise based on ‘Days on the Floor’. –As date levels are achieved, the markdown automatically takes effect. –Has rounding feature –Ability to determine what price the discount is calculated from. –By Store/SKU –Approval is a security setting Section Header

Pricing Section Header

Pricing – 3054 Add Data Collector to Several Screens –Added the Data Collector functionality to: Group Markdowns Term Sales Progressive Markdowns (Mod 3055) Customer Pricing SKU/Store List Change SKUs/Stores Change Style Attributes Sales Order Section Header

Pricing – 3070 Taxonomy Discount Exclusion –Add the ability to select the Taxonomy and identify if discounting is allowed or not. Section Header

Pricing – 3070 Taxonomy Discount Exclusion –Change the Discount Allowed to the Change Style Attributes screen. Section Header

Pricing – 3050 Sales Order Processing –Sales Orders that are fulfilled from a specific store but they are using inventory from other stores, will still show as being fulfilled from the main store. –95 is our Web store. A sales order is created for store 95. We pull merchandise from other stores, but the store receipt is store 95. –Needed for Avalara Section Header

Thank you to our sponsors