Discount Offer- Part 1 -Discount & Offers Series- Microsoft Dynamics LS Retail

This is a series which i am starting where i would cover the different discount and offers available in LS Retail.

Let us start with simple discount Offer, There is scenario where we would want to give 10% discount in whole store but excluding dairy products. Let us see how this particular scenario can be accomplished.

Discount Offer with 10% Discount

1. Let us navigate to Discount offers, where we would configure the mentioned discount

2. Put the Description as Discount 10 % off - No Dairy, Price group as All and Validation period as 1. Which we can put without any bounds. What is validation period read it here

3. We would configure the lines for the discount offer, It require 2 lines one for Type as All and disc% as 10. The second line Type as item category and No. as Dairy but discount as 0%. It means all the items are having discount as 10% but excluding Dairy item. Refer to the below screen shot for the same.

4. Now enable the Discount offer and login into the POS and see how the offer is triggered.

5. Log into LS NAV and use 2 item one dairy and other non dairy product.

In series of discount & offers we would cover the part 2 tomorrow

Variant Framework - Microsoft Dynamics LS Retail

Microsoft Dynamics LS Retail has option of automatic creating variants, LS Retail has the option called variant framework. Let us dig into this and try to find out how Variant framework can be configured and which can further assist in creating the variants.

Let us take example of business which operates in Shoe Trading. Our requirement is creating a Brand of ladies shoe with all the variants to it, like Color and size of the shoe.

1. Search for the Variant Framework base value, here we would create the values pertaining to the shoes.

2. After creating codes and values, now we can create the Variant framework code which we would attach to the Retail item card called ladies shoes.

3. Create Variant Framework code called Shoe.

4.Click on the combination in Home TAB and attach the Variant code value which we created.

5. Click on the Home button in the Variant framework-Shoes and then on Get Variant Values

6. Go to the retail item card and attach the Variant framework. System would automatically create all the variants with combination of Shoe color and the size.

7. Go to the Item variants and check the variant are created with combination

Tender Properties - Microsoft Dynamics LS NAV

There are different Tender types available in LS Retail Cash, Card, Currency or gift cards. In case of Tender type card, we need a option of not allowing Card type tender to take over amount from the transaction amount. Let us see what option are available in LS retail.

1. Open a store and navigate to Tender type

2. Open a Card Tender and open the Amount TAB

3. In POS use the Tender type as card and see what happens.

Credit Card charges-Charge % to Tender Type in Microsoft Dynamic LS NAV

There are chances that some tender type requires charges to be incurred in case they are used. For example we have a furniture business and we mainly deal in cash. There is option to pay by credit card, there is charge of 2% if the credit card is used. Let us see how this can be accomplished in LS Retail. 

1. Go to the store card and open Tender Types.

2. In Tender type chose the Tender type of card, in our example we are putting charges to the VISA credit card.

3. Open the Tender Type card and navigate to the Amount TAB.

4. Charge to account No. we enter the income/Expense Account code and Charge %  is defined.

5. Let us open the POS and use the Tender type Visa and see what happens

6. Charges are recorded as 2 % of total amount

POS button Access - Microsoft Dynamics LS NAV

In LS Retail POS we can assign the permission to button, If user has the specific permission then the button would be enabled otherwise it would be disabled. Without wasting much time, let get to the business.

1. Search for staff permission group in the search bar

2. Create a permission called SPEC PERM, Put in description as special permission.

3. Assign this permission to the staff to whom you want to assign permission of button in LS NAV

4. In my case i have permission to staff 101 as special permission.

5. Now run client with the super user (Super user:-Which as design rights in the POS Client)

6. I have created a button called Complimentary 100% Discount. This button would allow user to give 100% discount in the POS transaction.

7. Assign permission to the 100% complimentary button.

7. Requirement is only staff 101 say manager has only right to give this discount. So unless staff 101 logins the Complimentary 100% discount would be disabled.

8. Refer to below screen where staff 9999 login and the button is shown as disabled.

9. Now login with staff 101 the button would have necessary permission.

Recipe - Explode at Posting - Microsoft Dynamics LS NAV

I

n the hospitality industry recipes are made and then sold at POS. Recipes are made with predefined ingredients. There is option of producing recipe, so that recipe ingredients are consumed and recipe portions are produced. In LS Nav there is option of not producing the recipe in system but exploding it or producing at the time of statement posting. In brief just make the recipe card and attached all the ingredients to it.

1. Open any recipe card and attached ingredients to it. refer to the below screen for your reference.

2. In General TAB of recipe Card, Put the BOM Method as Explode at Posting. This will explode the BOM at the time of posting of statement. Explode at posting means recipe will be produced, ingredients will be consumed and sale of recipe will be recorded. This all transactions you can find at Item ledger Entry table.

Explanation of other option in BOM method is available here

ILE transactions which will be posted for the recipe which is shown below after statement is posted 

Inventory Look up -Microsoft Dynamics LS NAV

This is going to be one of the most talked about topic in LS NAV.  There is always a requirement for the store people to see their store inventory and other store inventory as well. LS NAV has feature called Inventory Lookup which would aid in setting up the functionality. Let us not waste much time and get on to the business.

1. Search for Inventory lookup profiles
2. Create Inventory lookup profile and name it ALL, refer to the image below

3. Go to the store card and attached inventory lookup profile to the location profile field and check mark the Inventory Lookup field.

4. Next step is go to the Item category and check mark the POS inventory Lookup field.

5. Go to the functionality profile which is mentioned in store, move to the Transaction server and web services TAB . Put HO in the Inventory lookup field. This way store database would know from where the inventory information would be pulled from.

6. Now go to the store card-> Actions->click on Update POS Inventory lookup, This would update the records from HO to store database.

7. Now open POS and click on Inventory Lookup. It will open the list of items.

8. List of items are opened

9. click on Inventory button on the left pane, This will open the inventory related to other stores as well

Let me know how you feel about the topic, appreciate your feedback.

POS AUTO LOG OFF-Auto Log-off in POS terminal and Exit after each Transaction in Microsoft Dynamics LS NAV

This is my next blog, which is going to be brief read.

Auto Log off

If you want the functionality of auto log off after some ideal time. It can achieve by just putting value in Autologoff After(Min.) field.

1. Open a terminal card, for which you want to enable the Autolog off.
2. In General Tab, Put the number of minutes after which you want the POS system to Logout automatically.

3. If POS terminal is ideal for number minutes mentioned in POS terminal card. It will get Log off automatically

Exit after each Transaction

Similarly if you want the POS terminal to exit after each transaction, the same can be achieved by putting the check on the Exit After Each Trans. field. Refer to the below image for reference