Transcript Member Management

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 [email protected].
– 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
[email protected]
Events during Q1-2 2012
Thank you!