LS Nav 2017 Base Training

Retail Setup
Sport Brothers Inc.
• The Sport Brothers Inc. are going to open two
sports stores in Liverpool and Manchester
• The project has already started. All setup in
standard Dynamics NAV has been done and
objects are in place
• Our work is to implement/setup LS Nav
according to the Customer‘s requirements
Preparation
• Restore LS Nav Backup
• Restore database backup
• Create a new company with name “Sports
Brothers Inc.”
– Departments-> Administration-> General -
>Companies
• User should have Role “RapidStart” assigned.
• Sport Brothers Inc. is now our HO
• We will use Rapid Start packages to set up the
company.
Default Data Setup
• Open Company “Sports Brothers Inc.”
• Start RapidStart Services Wizard.
• Fill in the information for Steps 1 to 3
• 8 packages are provided with LS Nav.
• Import Package 1 under Step 4 and “Apply
package”.
• Select POS Profile under Step 6 and “Apply
POS Profile”.
• Select OK to close RapidStart Wizard.
Default Data Setup
• There are 8 packages – first 4 packages are for
LS Nav Setups.
• Last 4 packages consists templates and data is
given by client.
Default Data Setup
• Select Packages on Navigation Bar.
• Import package 2- 8 one by one in sequence.
• Apply Package 1-4 to import data.
• Imported Data can be viewed from RapidStart
Worksheets.
• For Package 5-8, data is imported from Excel
sheet provided with release or Customer
actual data should be imported.
• Excel sheets are imported through Worksheet
page.
Default Data Setup
• Apply Data for Package 5,6,7.
• Opening Balance data need to imported from
client Excel worksheet.
• Retail user need to be created.
• Now company is ready for transactions like
POS Sales and Statement posting.
Exercise - RapidStart
Import Package 1 and “Apply package”.

Import and Apply data for PackageGB.ENU.STANDARD.rapidstart

Import Data
• Import Export Worksheet can also be used to
export and import data from another
company/database
• The Data which can be exported/imported is:
– Profiles
– Commands
– Data Tables
– Scheduler Job Header
– WS Request
– Tags
Exercise – Import Profiles
Import following profiles:
Head Office Store
• Store Card for the Head Office Location keeps
few central settings
Head Office Store
• Number series for data created centrally at
HO are defined on the Numbering fast tab
Exercise – Head Office Store
1. From Retail Setup “Insert Default Data”
Retail Price Group ALL → VAT Bus. Posting Gr. (Price) = NATIONAL***
2. Create a new Store for the HO
3. Add Number series for:
• POS Terminals
• Items
• Promotions
• Periodic discounts
The setup for these number series:
Retail Setup
• In Retail Setup we need to:
• Mark field LS Retail in Use
• Define Local store
• Set the default Price Group
• Set the default VAT business
posting group
• Select value for Store
Number Series
• Select value for Create Items
No. Series
Retail Setup
• When creating new items, POS Terminals etc.
The system will pick up No. Series from the
Store defined in Retail Setup.

HO
Exercise – Retail Setup
• For the company Sport Brothers Inc. configure the
following in Retail Setup
– Mark Retail in Use
– Set local Store No. to HO
– Set the default Price Group to ALL and make sure
VAT Bus. Posting group on the Price Group is
NATIONAL, see screenshot.
– Set Default VAT Posting group to NATIONAL
– Set Store Number series to R-STORE
– Set Create Items no. Series to R-ITEM
Customer Requirements - Stores
• Two new Stores
– Sport Brothers Liverpool which is located in the
HO building
– Sport Brothers Manchester which is located in the
City Center
LS Nav Store Setup
• It is possible to have multiple
stores and keep track of sales
for each one
• On Store Card we define:
store’s name, address and
other registration information
• The system creates the
Store‘s number automatically
from the store‘s number
series in Retail Setup
LS Nav Store Setup
• Mandatory settings on the
Store Card:
– Location code, which is a link
from the store to the standard
NAV stock control
– Department code (Global
Dimension 1 Code)
• Posting Groups at Statement
/ Closing fast tab are used
for Statement posting for
sales without customer.
Exercise – Store Setup
1. Create locations for the new
stores (Standard NAV Warehouse)
• S0001 – Sport Brothers Liverpool
• S0002 – Sport Brothers Manchester
2. Set up Inventory Posting Groups
for RESALE Posting Group, for the
new locations
3. Create the two new Stores and
add mandatory settings
Store Tender Types
• Access to Tender Types:
– Store Card -> Navigate -> Cash &
Safe Management -> Tender
Types
• The Default Function controls
the behavior of the POS when
we assign the Tender type as a
payment.
Tender Type - Cash
• The Cash Tender Type is Number 1 and needs
to be marked as “May Be Used”
• When the customer pays with cash we want
the drawer to open to be able to put the
money in the drawer and give back change.
Tender Type - Cash
• On the Amount fast tab, we mark
– Over Tender Allowed
– Under Tender Allowed
– Return/Minus Allowed
– Keyboard Entry Allowed
• Assign Rounding if necessary
• On the Change fast tab, define
text for the change shown on
receipt and Tender Type in which
change is given
Exercise – Tender Type - Cash
1. For Store S0001, create Tender Type Cash and assign
necessary setup for fast tabs:
• General
• Amount
• Change

Note: We will do all the Tender Type Setup for Store S0001 and later we will
copy the setup to Store S0002
Tender Type - Customer
• If Tender Type Customer is selected on the POS, user is
asked for Customer Account defined in Customer table
• If Customer Account is for registration purposes only we
need to checkmark “Other Tender in Finalizing” field.
Then the Customer needs to pay at the POS with, for
example, Cash or a Card
Exercise- Customer
1. For Store S0001 create Tender Type for Customer
• Over Tender should not be allowed

2. Copy all tender types to Store S0002

Hint: you find the Copy Tender options on action menu Actions
Tender Types – Voucher/Gift Card
• We will set them up when we come to
Infocodes
Customer Requirements
• The Customer wants to be able to pay for
some expenses in the Store at the POS
• Expenses:
– Window Cleaning
– Snow Shoveling
Income/Expense Accounts
• Income accounts are set
to register direct income
at the POS terminals
• Expense accounts are set
to register direct expenses
at the POS terminals
• Access to the
Income/Expense Accounts
is from the Store Card
LS Nav Store Setup
• Store setups can be copied from one store to
another using Copy functions
– Store Card -> Actions
Exercise – Income/Expense
• Create two Expense Accounts in Store S0001
for
– Snow Shoveling
– Window Cleaning
• Copy the Expense Accounts to Store S0002
Hint: you find the Copy Income Expense Account on action menu Actions
Customer Requirements
• The Customer needs two employees, a
Manager and a Cashier. Both should be able
to sell at the POS at both stores.
• The Manager should be able to:
– Give up to 20% line and Total Discounts
– Change Price, Print X-Report, Void and Suspend
Transactions, Open the Drawer without Sale
• The Cashier should be able to:
– Give up to 5% line and Total Discounts
– Void and Suspend Transactions, Open the Drawer without
Sale
Staff Setup
• Each staff member must have a
number for identification
purposes, both in the back office
and on the POS terminals
• The system keeps records on
staff members, such as ID
number, address and phone
number
• Staff member can be assigned to:
– One Store / Group of Stores / All
Stores
Staff Setup
• Depending on the level of staff,
staff member can have different
permissions in handling POS
functionality
• Assign each member a type of
authorization for various actions
at the POS terminals, such as
voiding transactions, performing
tender declaration, overriding
price, and maximum discount to
give
Staff Setup
• You can group staff
members to Staff
Permission Groups in
order to save time in
assigning privileges
• Store managers have
Manager Privileges
marked
Exercise – Staff Setup
• Create two Staff Permission Groups, one for
Cashier and another for Manager
• The Manager should be able to:
– Give up to 20% Line and Total Discounts, Change Price,
Print X-Report, Void and Suspend Transactions, Open
Drawer without Sale
• The Cashier Should be able to:
– Give up to 5% Line and Total Discounts, Void and Suspend
Transactions, Open Drawer without Sale
• For each Store create two staff members,
Cashier and Manager
Customer Requirements
• As the Liverpool Store is in same house as the
HO the Customer wants to have the POS
Terminal online on HO database (client)
• The Manchester POS Terminal should be a
Standalone POS Terminal (Offline POS) with
Replication.
• Receipt Should look like this:
– Top Text
– Bottom Text
POS Terminal Setup
• For each POS terminal we can set up a variety
of features. Information concerning the
operation and functionality of the POS
terminals, such as discounts and handling of
returns
• We can also enter texts that will be printed on
receipts and displayed at the POS terminal
POS Terminal Setup
• Receipt text is set up in
• Mandatory field is Receipt Printing
– Store No.
Exercise - Receipt Setup
• Create one new POS Terminal for Store no.
S0001
• Set up Top and Bottom text for Store
S0001.(Receipt per POS Terminal)

• Copy the POS Terminal to Store no. S0002 and

make sure you copy the Receipt Setup also
• Adjust the Receipt to the Manchester Store
Thank you!