LS Retail NAV

2009.1
- New Features Matthas E. Matthasson
Product Manager NAV

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

(1) receive order
(2) Check availability and release order
(3) Confirm delivery
(4) Print order confirmation
(5) Inform warehouse staff about delivery
(6) 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/
OFFLINE

ONLINE
Online
Back Office

Online
Back Office

Online
POS

Offline
POS

MIXED STORE
Online
Back Office

HEAD OFFICE

HEAD OFFICE
SYSTEM
BACK OFFICE
SYSTEM
STORE

Offline
Back Office

Store POS
Server

Offlin
e
POS
HEAD OFFICE

Online
POS

HEAD OFFICE

HEAD OFFICE
SYSTEM
BACK OFFICE
SYSTEM
STORE

PC

POS

HEAD OFFICE
SYSTEM
BACK OFFICE
SYSTEM
STORE

PC

Offlin
e
POS

Online
POS

HEAD OFFICE

HEAD OFFICE
SYSTEM
STORE

STORE POS
SERVER

POS

STANDALONE
STORE

POS

BACK OFFICE
SYSTEM

PC

POS

PC

LS Retail NAV 2009.1

Service
-Higher
Level of
Service
-Special
Order
-Greater
Product
Range

Sale
-Offer /
Pricing
-Cross
Selling
-Offer
Triggering
-Simple
Item
Search

Technology
-New POS
Look
-POS
Extendibilit
y
-Database
Architectur
e

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
Order
Sourcing Delivery

Special Order Process

Order Taking

POS
Back Office Sales Order

Items Selection

Item in Item Master

Store Product Range

Warehouse

Non stock items

Item with Options

Order
Taking

Customer Created/Lookup
Prepayment
Full
Partial (%/amount)

Additional Charges

Special Order Process

Store
Expected to stock
Sourced with other stock

Warehouse
Large Items (collection)
Not in Store Stock
Not in Store Product
Range

Order
Sourcing

Vendor
Made to Order
Catalogue Items

Special Order Process

Shipped to
Customer
Vendor
Warehouse
Store

Order
Delivery

Collected by
Customer
Store
Warehouse

POS GUI
Buttons
GUI Menus
Control

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
Search Type
Item
Vendor Item
Library

Table Types

Item
Variants
Special Group
Attributes

Button
List
Specific

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

Item Cross Selling

Cross Selling Group
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
Dynamic popup
menu for Variants

Infocode
Improvements
Dynamic popup
menu for Info-subcodes
Linked Infocode in
Information Subcode

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

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
Automatic
Replenishment
Filtering

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

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
Back Office

Offlin
e
POS

Online
POS

HEAD OFFICE

HEAD OFFICE
SYSTEM
STORE

BACK OFFICE
SYSTEM

POS

PC

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

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

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
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

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
-Higher
Level of
Service
-Special
Order
-Greater
Product
Range

Sale
-Offer /
Pricing
-Cross
Selling
-Offer
Triggering
-Simple
Item
Search

Technology
-New POS
Look
-POS
Extendibilit
y
-Database
Architectur
e