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

43
LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV

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

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

LS Retail NAV 2009.1

- New Features -

Matthías E. MatthíassonProduct Manager NAV

Page 2: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product 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

Page 3: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

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

Page 4: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

LS Retail Roles

IngaRetail Buyer

Page 5: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

LS Retail Roles

LacyRetail Store Manager

Page 6: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

LS Retail Roles

JeremyRetail Store Associate

Page 7: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

LS Retail Roles

Jeremy / LacyRetail POSCashier

Page 8: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

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

Page 9: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

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

Page 10: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.
Page 11: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

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

Page 12: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

Special Order Process

Order Taking Order Sourcing

Order Delivery

Page 13: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

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

Page 14: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

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

Page 15: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

Special Order Process• Shipped to Customer

– Vendor– Warehouse– Store

• Collected by Customer– Store– Warehouse

Order Delivery

Page 16: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.
Page 17: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

POS GUI• Buttons• GUI Menus Control

– Journal Lines– Input– Message– Total– Status Bar– Info

• Quick Cash Button• Double lines in

journal

Page 18: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

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

Page 19: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

Dynamic Lookup Form• New dynamic

lookup forms• Setting for

new look• Setup

– Table– Fields to show

• Item Lookup

Page 20: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

Item Finder• Setup

– Search Type• Item• Vendor Item Library

– Table Types• Item• Variants• Special Group• Attributes

• Button– List– Specific

Page 21: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

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

Page 22: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

Item Cross Selling• Cross Selling Group

– InfoCode type– Questions

• Item in group

• Connect Group to– Item– Product Group– Item Category

• Selection– Min– Max

Page 23: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

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

Page 24: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.
Page 25: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

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)

Page 26: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

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

Page 27: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.
Page 28: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

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

Page 29: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

Dynamic Item Hierarchy• Can calculate

on any field (better performance on flow fields)

• Define– What fields to

show– Calculation

between fields (ex: profit)

Page 30: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

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

Page 31: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

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

Page 32: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.
Page 33: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

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

Page 34: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

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

Page 35: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.
Page 36: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

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

Page 37: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

Item Tracking• Lot Numbers• Serial Number• Processes

– Purchasing– Purchase Return– Receiving / Picking– Counting– Negative / Positive Adjustments– POS

• Barcode Printing– Item Labels

• Standalone Store supported

Page 38: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

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)

Page 39: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

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

Page 40: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.
Page 41: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

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

Page 42: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.

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

Page 43: LS Retail NAV 2009.1 - New Features - Matthías E. Matthíasson Product Manager NAV.