Order management and Order fulfillment Prabhu Padhi, Meera Mahabala Senior Program Manager.

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Order management and Order fulfillment

Prabhu Padhi, Meera MahabalaSenior Program Manager

Disclaimer

© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other

product names are or may be registered trademarks and/or trademarks in the U.S. and/or other

countries. Other names and brands may be claimed as the property of others.

The information herein is for informational purposes only and represents the current view of

Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to

changing market conditions, it should not be interpreted to be a commitment on the part of

Microsoft. Microsoft cannot guarantee the accuracy of any information provided after the date of

this presentation. All product release dates and features specified are preliminary based on

current expectations, and are subject to change without notice. Microsoft may make changes to

specifications and product descriptions at any time, without notice.

Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE

OR THE RESULTS FROM THE USE OF THIS CODE REMAINS WITH THE USER.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE

INFORMATION IN THIS PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR

OTHERWISE, TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION.

Microsoft products are not intended for use in medical, life saving, or life sustaining applications.

Session focus

Centralized Omni-Channel Management

E-Commerce POS

IT Pro Experience

UX Improvements

Flexible, Scalable & Extensible Infrastructure

Search driven Shopping

Experience

OOB “Starter” Storefront

Hardware

Time Clock Customer OrdersPayment

Processing

Commerce Data Exchange (CDX)

Commerce Run Time (CRT)

Storefront Extensibility POS Extensibility

Merchandising

Payment ProcessingBI/ReportingOrder Management &

Fulfillment

Customer ManagementChannel Management

& Publishing

Catalog Management, Enrichment &

Publishing

Scale/Performance Upgrade & SupportMonitoring & Diagnostics

Rapid StartSetup/Deployment

Administration Experience

Payments Extensibility

Customer Management

CRT Services Omni-Channel

Workflows

Pricing, Shipping & Taxes

Search, Scan

Inventory & Replenishment

EOD & Financials

Pain points and challenges

Lack of centralized fulfillment

Lack of cross-channel workflow

Lack of payment integration

Poor customer order user experience

Key investments

Cross-Channel ordering workflow

Centralized order fulfillment

Integrated payment

processing

Customer order user experience enhancements

“Cross-Channel Order Processing and Fulfillment”

Cross-Channel ordering workflow

Customer places order

Customer receives

notificationRecall order

Complete pickup

Ship/Pick

Chooses products

Checks availability

Checks price

Pick/Pack/Ship

Ready for Pickup

OR

Pickup order

Customer Store Clerk

Order process flow

Cross-Channel ordering workflowCross-channel enablementOrder online and pickup in store (in addition to Ship-to)Store order and pickup from another store (in addition to Ship-to)Order online and return in store

Pricing and Sales TaxConsistent rule-driven computations across all sales channels

Discounts and PromotionsConsistent application and computations across all sales channels

Order RetrievalCreated in same storeCreated in another storeCreated in Online storeCreated in AX client

Demo

Cross-channel ordering workflow


Order fulfillmentPick-up AllShip AllMixed Mode (partly shipped, partly picked up)

Standard AX fulfillment functionalityOrder origination: Online storeOrder origination: Brick and Mortar store Order origination: AX

Email NotificationsOrder state: Order creation/confirmation, Ready for pickup, Shipping confirmation, Payment problemLeverage existing AX email notifications infrastructure

Demo


Integrated payment processing

Microsoft Dynamics AX for Retail Online Payment Services (DOPS) UsersPCI-DSS 2.0 Certified and PA-DSS 2.0 CertifiedLeverage DOPS tokenization for remaining balance settlementEnsure validity of authorization during pack slip creation in AXEnsure capture of remaining balance during invoicing in AX

Non-Microsoft Dynamics AX for Retail Online Payment Services (DOPS) UsersISV opportunity by using Payment SDK

Customer order UX enhancements

POS: Display Order ModeRecall/Edit OrderPickup Order

Recall or edit orderPick up order

Recall OrderSearch by multiple parameters


Orders listSmart searchEnablement/Disablement of actions


Order SummaryLeverage receipt format templateAddress: “View box” style


Demo


Key Takeaways

Cross-channel ordering workflowsOrder online & pickup in store, Order online & return in store, Accrue loyalty points

Centralized order fulfillmentStandard AX fulfillment functionality independent of order origination, Pickup All/Ship All/Mixed, email notifications

Integrated payment processingPCI-DSS 2.0 certified, PA-DSS 2.0 certified, DOPS tokenization for balance settlement

Customer order user experience enhancementsSimple, yet powerful customer order user experience at point of sale

© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Order management and Order fulfillment Prabhu Padhi, Meera Mahabala Senior Program Manager.

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