LS Retail NAV 6.3 Release Sveinn 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. Matthíasson Product Manager NAV Apparel / Fashion Furniture Electronics / Technical Food / Grocery Retail Self & Full Service Outdoor Payment Terminal Car Wash Price Poles Forecourt Hospitality Fine Dining Casual Dining & Fast Food Delivery & Takeout with Call Center Catering & Cafeterias LS Retail NAV 2009.1 - Jan 2010 Service ‐ Higher Level of Service ‐ Special Order ‐ Greater Product Range Sale Reporting ‐ Offer / Pricing ‐ New POS Look ‐ Cross Selling ‐ POS Extendibility ‐ Offer Triggering ‐ Simple Item Search ‐ Database Architecture LS Retail NAV 2009.2 - Dec 2010 Sales External Reporting ‐ LS Forecourt ‐ Franchise Management ‐ Stock Ledger Reporting ‐ LS POS Integration ‐ Web Integration ‐ Pre Packs LS Retail NAV 6.3 - Feb 2012 Sales ‐ Member Management ‐ Offer System ‐ Coupons ‐ Sales Commission ‐ Offline Call Center Process ‐ Loss Prevention ‐ Allocation Plan ‐ Variant Improvements Technology ‐ POS on RTC (BETA) ‐ Data Director 3 ‐ DD Monitor Sales: Customer Intelligence MEMBER MANAGEMENT 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 Visit Queries 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 • ……. Sales: Customer Intelligence OFFER SYSTEM 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 Sales: Customer Intelligence COUPON IMPROVEMENTS 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 Club Scheme Attribute Trace Code / Budget Point Status Points Member Management Trace Result Price & Offers Transactions Coupon w/ Club,Scheme, Attribute Coupon Trigger Coupon Discount / Payment Coupons Process LOSS PREVENTION Data Flow • Refund to cash Incident • Refund after closing hours TRIGGERS • • Analyze Trends • Transactional Voids • Manual Discount Given • Discount Greater x% Discount over given amount. Events TRIGGERS Transactions 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) • ….. Process FASHION IMPROVEMENTS 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 Cancel Order Finalize Order Auto-Update Order Request Status Update on List of Orders Request Estimated Timing 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 GUI POS View (interface) POS LINES POS Transaction *SetCurrentLine *GetCurrentLine *DeleteLine *? Add. POS Commands RUN(PosMenuLine) *InsertItemLine *InsertPaymentLine *Balance (Public) *Amount (Public) Infocode Utility POS Functions POS Session *Login *StaffID *Terminal *GetValue *SetValue POS Post Utility POS Price Utility POS GUI POS View (interface) POS LINES POS Transaction *SetCurrentLine *GetCurrentLine *DeleteLine *? Add. POS Commands RUN(PosMenuLine) *InsertItemLine *InsertPaymentLine *Balance (Public) *Amount (Public) Infocode Utility POS Functions POS Session *Login *StaffID *Terminal *GetValue *SetValue POS Post Utility POS Price Utility 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 LS Retail NAV 6.3 - Feb 2012 Sales ‐ Member Management ‐ Offer System ‐ Coupons ‐ Sales Commission ‐ Offline Call Center Process ‐ Loss Prevention ‐ Allocation Plan ‐ Variant Improvements Technology ‐ 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 Presentation LS 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 Iceland LS 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!