LS Retail NAV 6.3 ReleaseSveinn Áki Luðviksson

Matthias Matthiasson

Webcast: What is new in LS Retail 6.3?

• 1 hour presentation, Tuesday, January 17th, 2012– 08.00 AM GMT– 01.00 PM GMT– 05.00 PM GMT

• The interest for this Webcast is huge:– 300 attendees worldwide– 3 sessions

• No Q&A during session– Please send your questions to info@LSRetail.com.– Publish it before end of week on the Partner Portal at

www.LSRetail.com• We appreciate your interest

A milestone release within LS Retail NAV

• This will be the last major release on NAV 2009 before DYN NAV 7.0

• Very important changes and new functionalities based on your input from surveys and customer presentations

• New Products - New Possibilities

First of all…• We want to thank you all for your great

contribution in 2011• Together, we had a great year:

– 251 new licenses, 6000 Stores, 14.500 POS• Total current installed base:

≈ 2000 licenses, 38.000 Stores, 85.000 POS

Purpose of the Webcast

• Give you an overview of new modules and new functionality in LS Retail NAV 6.3

• Prepare you for planning your marketing activities

• Identify customers in your pipeline, who can benefit from this version

• Identify current customers that would benefit from upgrading

• Start preliminary messaging to potential customers

New Features

Matthías E. MatthíassonProduct Manager NAV

Hospitality

Forecourt

Retail

Apparel / FashionFurnitureElectronics / TechnicalFood / Grocery

Fine DiningCasual Dining & Fast FoodDelivery & Takeout with Call CenterCatering & Cafeterias

Self & Full ServiceOutdoor Payment TerminalCar WashPrice Poles

ReportingSaleService

LS Retail NAV 2009.1 - Jan 2010

‐ 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

ReportingExternalSalesLS Retail NAV 2009.2 - Dec 2010

‐LS Forecourt‐LS POS

Integration‐Web

Integration

‐Franchise Management‐Pre Packs

‐Stock LedgerReporting

TechnologyProcessSales

LS Retail NAV 6.3 - Feb 2012

‐ Member Management

‐ Offer System‐ Coupons‐ Sales

Commission‐ Offline Call

Center

‐ Loss Prevention

‐ Allocation Plan

‐ Variant Improvements

‐ POS on RTC (BETA)

‐ Data Director 3

‐ DD Monitor

MEMBER MANAGEMENTSales: Customer Intelligence

Multiple Clubs and Schemes.• Loyalty Club

– Levels (Schemes)• Bronze• Silver• Gold

– Automatic Up & Downgrade– Transfer of points– Sales of points– Point Offers

• Double Points– Item Point Offer

• Points -> new price or discount%• Staff Club

– Discount Tracking and Discount Budget

Members Benefits• Benefits

– Collect Points– Pricing– Collect Customer Information

• Tracking– Discount given

• Max discount for staff per month– Limited Offers

• Trigger offer only once– Limited quantity

• Only certain qty per month (duty free)

• Points– Discount– Payment

Attributes• Soft Attributes

– Golf – Tennis– Income

• Dynamic Attributes– Birthday– Purchase– Last VisitQueries to the database which gives an answers

Member Campaign• Select members to a

Campaign based on queries specified for Campaign

• Email and SMS message handling

• Link to LS Offers and Promotions

• Analyze result of Campaign

Future• Web Portal for

Members• Mobile Phone Apps• Intelligent

Marketing• Data Analyzing• …….

OFFER SYSTEMSales: Customer Intelligence

Offer Improvements• Setup

– Triggers– Benefits

• New Triggers– Coupons / quantity– Member Management

• Club or Scheme• Member Attributes

• Settings– Numerous Blocking Fields– Maximum Discount

• Standardize item selection in lines– Item / PG / IC / Special Group– Item / Dimension 1– Exclude

Offer Improvements• Amount Discount

– 25 cents of all coffee drinks if customer brings a cup

• Multiple Benefits– Gift (item/item list)– Member Points– Coupon

• Calculation Sequence of Discounts after Automatic Discounts

New Offer Types• Line Discount Offer

– Automatic Trigger• Example: Staff Discount

– POS Button Trigger– Can be used instead of

• Infocode Discount• Manual Discount Input

• Total Discount Offer– Triggered at Total Process– Amount Level Benefits

• Discount• Additional Benefits

New Offer Types• Tender Discount Offer

– Tender Type / Card Type– Triggered at

• Total Process• Selection of Tender Type

• Tender Type Charge• Offer Statistics

– Trace all offer types not only Periodic Discount Offers

COUPON IMPROVEMENTSSales: Customer Intelligence

Coupon Improvements• Traceability

– None– Serial Coupon

• Exists - open• Not exist - closed

– Member• Limit usage (2 times)

• Benefit Types– Trigger for an Offer– Discount % or Discount Amount– % or Amount as Tender

Coupon Improvements• Issue

– Head Office– Return Coupon– Benefit from an

Offer– Button Command

• Trigger– Scan– Manual Entry– Button Command

Customer Intelligence

Member Management

Price & Offers Coupons

TraceResult

ClubSchemeAttributeTrace Code / BudgetPoint Status

Coupon w/ Club,Scheme, Attribute

Coupon Trigger

Coupon Discount / Payment

Trans-actionsPoints

LOSS PREVENTIONProcess

Data Flow

Incident

Events

Transactions

TRIGGERS

TRIGGERS

• Refund to cash• Refund after

closing hours• Discount over

given amount.

• Transactional Voids 

     

• Manual Discount Given

• Discount Greater x%    

• Analyze Trends    

How will this work?• Triggers to create Events

– Example:• Refund to cash• Refund after closing hours• Discount over given

amount. • Open drawer without

sales• 20 predefined triggers• User defined triggers

Loss Prevention - Analysis• Events can be analyzed by:

– Store– POS– Staff– Date & Time

• We can also escalate events to incidents

• Incidents can be created if events pass a threshold, based on parameters – Refund over X amount

Future• Statistical analysis

templates• Record time between

actions on the POS• Connect a camera

based system (CCTV)• …..

FASHION IMPROVEMENTSProcess

Allocation Plan• Supports the buyer in:

– Planning the buying process– Allocating planned quantity– Support allocation to Stores

and Customers• Sales Order

– Planning buffer quantity– Method

• Distribute (Top Down)• Defined (Bottom Up)

New Method• PO Cross-Dock

– Initial Creation• Define Variant Combination• Cross Docking

– Post Receiving• Adjust Shortage in Receiving

– Customer Distribution Supported – Sales Orders

• Buyers Push– Will support the

• Distribution• Defined

– Supports distribution to customers – Sales Orders

Variant Changes• Dimension Grouping

– Color Groups (fall 2012/ spring 2013)

– Size Groups• Dimension Status

– Close a specific color• Hard Attributes to Base

Dimension– Color Group (Greens,

Blues..)• Soft Attributes to Item

Variant Record• Variant Worksheet

Item Status• New Blocking

– Sale in Sales Orders– Sales Return– Purchase Return– Negative Adjustment– Positive Adjustment– Older Values

• Block Sale on POS• Block Purchasing• Block Transferring

• Additional Setting– Variant Dimension 1 Code– Variant Code– Store Group Code– Location Code– Old Key

• Item No.• Starting Date

Additional Settings to Tables• Additional Settings

– Variant Dimension 1 Code– Variant Code– Store Group Code

• Tables– Item Ordering Restrictions– Payment Setup Lines– Additional Charge Lines– Cancel Setup Line– Estimated Delivery Date– Return Policy

SALES COMMISSION

Commission Rules• Rule Types

– Per Transaction– Sales Targets

• Period

• Store type– All– Store Group– Store Specific

• Salesperson Type– Salesperson– Account Manager– Store Manager– Commission Salesp. Group– Store Commission Group– Calculation Type

• % or amount• Each or Total

Commission Rules• Supports

– Transactions– Sales Order Documents

• Multiple Sales Persons– Per Header– Per Lines

Item Selection• Type

– All– Periodic Discount

• Combination– Division– Item Category– Product Group– Item – Special Group– Include / Exclude– Vendor Specific

• Periodic Discount Offers can be excluded from commission

Commission calculation• Commission Testing Tool• Calculation

– Automatically in Statement / Sales Posting

– Manually from posted documents– Calculation at HO

• End of Sales Period– Calculate commission earned by

each Salesperson– Close the Commission sales

period• Result In a Table

– Process to move to Journal• Customer Account / Vendor

Account• Partner would integrate to

local payroll

HOSPITALITY

Offline Call Center

• Web services used to send and receive request

• Immediate response to requests• Total control when requesting and receiving

Offline Call Center

Call Center Restaurant

Take Order

Lookup Order

Change Order

Cancel Order

Finalize Order

Auto-Update Order

Cancel Order

Request Estimated Timing

Request Status Update on List of Orders

POS TECHNOLOGY

Store Credit• Lookup voucher balance and entries on

the POS• Create and Refill• Control how applied

– Use remaining balance– One time redemption– Refill– Expiration Policy

• Income/expense fixed amount– Control Amount when selling a Voucher

Web Services• Transaction Service

functionality Web Service

• Next Step– Refactoring to

Web Services• Future

functionality– Developed in Web

Services

POS View (interface)

POS TransactionPOS LINES*SetCurrentLine*GetCurrentLine*DeleteLine*?

RUN(PosMenuLine)*InsertItemLine*InsertPaymentLine*Balance (Public)*Amount (Public)

POS Session*Login*StaffID*Terminal*GetValue*SetValue

POS Functions

POS Post Utility

POS Price Utility

Add. POS Commands

Infocode Utility

POS GUI

Version 6.2

POS View (interface)

POS TransactionPOS LINES*SetCurrentLine*GetCurrentLine*DeleteLine*?

RUN(PosMenuLine)*InsertItemLine*InsertPaymentLine*Balance (Public)*Amount (Public)

POS Session*Login*StaffID*Terminal*GetValue*SetValue

POS Functions

POS Post Utility

POS Price Utility

Add. POS Commands

Infocode Utility

POS GUI

Role Tailored ClientVersion 6.3

BETA

Data Director 3• Codeunit 99001474 Data Distribution v3.0

• TS calls instead of CFront calls

• Performance improvements

• Reads replication counters from non-NAV

• Linked tables handled by Data Director

• Actual error messages from Data Director

• Data Director Monitor

TechnologyProcessSales

LS Retail NAV 6.3 - Feb 2012

‐ Member Management

‐ Offer System‐ Coupons‐ Sales

Commission‐ Offline Call

Center

‐ Loss Prevention

‐ Allocation Plan

‐ Variant Improvements

‐ POS on RTC (BETA)

‐ Data Director 3

‐ DD Monitor

Improved Value for Money

Main Message: LS Retail NAV 6.3 – Outstanding

Price/Performance IT solutions for Retail and Hospitality organizations

Improved Value for Money• New Modules:

– Loss Prevention– Offline Call Center

• New features included in existing modules– Member Management (Next Generation

Loyalty)– Sales Commission– Offer System– Coupons– Allocation plan– Improved Variants– POS on RTC– Kitchen Monitor

What is next ?• Marketing material in production• Local marketing plans• February 1st - German and Spanish

presentations and Webcasts available

• Pre-release - Product demonstration webcast February 27

• Official release at EuroCIS February 28th

• March 1- April 30 - Free LS Retail NAV 6.3 workshops available onsite and in Iceland

New Material LS Retail NAV 6.3 Brochure LS Retail Newsletter More regional versions

International version IS Version DACH version LATAM

LS Retail offers to produce and print local version of the Brochure and Newsletters

Onsite Customer PresentationLS Retail offers to cover all costs for taking part in customer presentations with the following conditions: Minimum 5 new customer prospects participates Presentation is requested minimum 2 weeks ahead LS Retail is informed about the vertical business of the

customer List of specific requests are forwarded to LS Retail All presentations are in English (unless otherwise agreed)

Visit in IcelandLS Retail offers to cover hotel and accommodation costs for prospects visiting LS Retail HQ in Iceland : A unique experience Give an impression of LS Retail being a large

international Retail ISV Opportunity to go into details Access to specialists Opportunity for reference visits (subject to

availability)

EuroCIS 2012

• LS Retail will introduce LS Retail NAV 6.3 on stand F32, Hall 9 at EuroCIS in Dusseldorf, Germany

• For all interested, we will offer free admission tickets and a dinner on February 29th

• This will include customers and prospects• Please register with by sending an email to

sven@LSRetail.com

Events during Q1-2 2012

Thank you!