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(leader page). classes: monday, september 14 th sessions: tuesday, september 15 th sessions: wednesday, september 16 th classes: thursday, september 17 th. Sponsors. Agenda – Tuesday. 08:30 to 09:00 - Registration & Continental Breakfast - sponsored by DMinSite

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  1. (leader page) classes: monday, september 14th sessions: tuesday, september 15th sessions: wednesday, september 16th classes: thursday, september 17th

  2. Sponsors

  3. Agenda – Tuesday 08:30 to 09:00 - Registration & Continental Breakfast - sponsored by DMinSite 09:00 to 09:15 - Welcome, Introductions, Announcements 09:15 to 12:00 - Version 9.3 –Review & Update – Part 1 12:00 to 01:00 - Lunch at the Hot Tuna - sponsored by Avalara 01:00 to 02:00 - Sales Tax Discussion - Avalara 02:00 to 03:00 - PCI Compliance Panel Discussion - TransFirst/CV3/Natural Solutions 03:00 to 03:30 - DMinSite presentation 03:30 to 03:45 - Afternoon Break - sponsored by DMinSite 03:45 to 04:30 - Future Product Direction 04:30 to 05:00 - Open Discussion, Q & A 06:00 to 08:00 - Reception with Natural Solutions staff & Vendors- Sponsored by TransFirst

  4. Agenda – Wednesday Agenda - Wednesday 08:00 to 08:30 - Continental Breakfast – Sponsored by Timberline 08:30 to 09:30 - Taurus presentation 09:30 to 12:00 - Release 9.3 – Review & Update – Part 2 12:00 to 01:00 - Lunch at the Hot Tuna - sponsored by Midco 01:00 to 02:00 - Timberline presentation 02:00 to 02:15 - The Natural Solutions Process 02:15 to 02:30 - Afternoon Break – Sponsored by CyberScience 02:30 to 03:30 - User Features & Enhancements forum

  5. Registration & Continental Breakfastsponsored by DMinSite Natural Solutions 2009 User Conference

  6. Welcome, Introductions, Announcements Natural Solutions 2009 User Conference

  7. Release 9.3Review and UpdatePart 1 Natural Solutions 2009 User Conference

  8. Release 9 - Review and Update Orders Natural Solutions 2009 User Conference

  9. OrdersOrder Entry Natural Solutions 2009 User Conference

  10. Credit Limits Shows both Credit Limit Used and Credit Limit Available; both are updated as order is entered A/R Balance Shows Current balance; is affected when order is shipped or returns/refunds to Accounts Receivable Turns GREEN or RED depending on whether credit limit is exceeded

  11. Order Entry Setup Scheme flag New “Display Catalog Price Breaks” flag Order Entry If the flag is ON, Order Entry will display Catalog price breaks during order entry; repositionable “always displayed” window; shows quantity breaks and prices, page number, alias, and standard price

  12. The popup now displays The Product Name The Product Number

  13. Click the Tracking button in the Tracker Numbers icon Displays shipper website’s tracking information for the tracking number selected Setup via Shipper Codes in Basic Tables URL uses #-# as a placeholder where tracking number will go You can setup non-standard shippers

  14. Via the Mailbox icon of the Delivery tab Must have zones setup in Shipping Setup screens

  15. Via the Blue Truck icon of the Delivery tab

  16. Third-Party Address Validation/Verification tool for use during Order Entry and other address entry Go to http://www.QAS.com

  17. All orders or a date range or a list of orders To run this option, user: must be allowed to update orders AND must be allowed to access this menu option AND must be allowed to update the field in their Order Entry scheme AND must be allowed to use the Priority Code in the Order Entry Security tab Does not update CLOSED or CANCELLED orders CSV or TXT file with Order Number then New Priority Code

  18. Added new data fields in LINE_ITEM that capture data on use of Up-Sells, Add-Ons, Cross-Sells, and Substitutes (for reporting) AddCrossUpSub_Updater_ID – user who did the up-sell/etc. AddCrossUpSub_Update_Dtm – date and time the up-sell/etc. occurred AddCrossUpSub_Source_SKU – SKU causing the up-sell/etc. AddCrossUpSub_Type – code of A, C, U, or S (for Add-On, Up-Sell, Cross-Sell, or Substitute)

  19. OrdersOrder Payments Natural Solutions 2009 User Conference

  20. You can now define the default Payment Type auto-inserted by cancellations when the original payment type is “Fixed Disbursement”

  21. You can now define Payment Types that export to Natural Receivables but are not restricted by Credit Limits Such as COD, and over/under scenarios

  22. OrdersOrder Comments Natural Solutions 2009 User Conference

  23. New Menu Options under ”System Maintenance / Users and Salespersons / Follow-Up Groups” Follow-Up Group Maintenance Follow-Up Group Users Maintenance Groups are listed alphabetically along with users When selecting a group-assigned Follow-Up, system will ask to assign it to you REFRESH Button!

  24. For Customer Service Issue tracking 2 new Basic Tables Comment Detail Service Types (types of issues) Comment Detail Order Entry Types (Order Entry-specific issue types) Order Comment Types have a “Comment Detail” flag New “Detail” button on Order Comments that have Comment Detail flag turned on; detail screen auto-pops up on new comments Detail screen shows new fields

  25. Formerly, had to use Management Studio or Enterprise Manager or SQL queries to change defaults in the NOW_SYSTEM_ DEFAULTS table Now can have multiple default settings via new Import Defaults screen i.e., use one default setting for web order imports, use another for outside call center order imports, etc. Each Order Import screen asks for the setting to use

  26. Order Import from Amazon Specialized import; would require customization to use

  27. Release 9 - Review and Update Product Information Natural Solutions 2009 User Conference

  28. Now showing: Quantity On Hand Reserved total Non-Reservable total Quantity Available (in RED or GREEN) Total Expected on P.O.s Next Expected P.O. Expected Date of P.O. Replenishment Case Quantity (if present)

  29. Release 9 - Review and Update Credit Cards Natural Solutions 2009 User Conference

  30. Security-level based ability to lookup and view an un-masked credit card number Lookup by: Last Name Credit Card First 6 digits Credit Card Last 4 digits Order Number Deposit date range If allowed, the “Credit Card Maintenance” screen has a “Show” button that will popup a display of the un-masked credit card number

  31. Security-level based ability to lookup and CHANGE or REMOVE an order’s existing credit card number If allowed, the “Credit Card Maintenance” screen has a “Replace” button that will allow changing the credit card number If there are pending orders, refunds, or returns, the credit card number cannot be replaced

  32. Orders with Pre-Authorizations that have been removed from a pick batch will now re-use the Pre-Authorization in the next Pick Batch if the Pick Batch is not expired and not partially used. An order that has had its’ credit card declined in BATCH (Credit Card Decline Hold) can now be Authorized in the Order Entry screen Added ability to authorize credit cards outside of Natural Order (typically on a website) but then deposit them via Natural Order and Auric (requires payment processor data coordination)

  33. Release 9 - Review and Update Discounting Natural Solutions 2009 User Conference

  34. Discount Schemes can now have an incentive choice of SKUs displayed instead of a single Incentive item: New screen Incentive Choice Scheme Maintenance to setup the “choice” lists Option to define a SKU when a user declines the incentive choice Discounting Scheme Maintenance and Product Group Discounting Scheme Maintenance now have additional option of Incentive Choice

  35. Release 9 - Review and Update Shipping Natural Solutions 2009 User Conference

  36. You can now zero out or override the shipping charge in Order Entry You must enter an override reason Click Override to switch from NO SHIPPING CHARGE to OVERRIDE SHIPPING CHARGE (and back) Shipping Charge checkbox area will change to “No Shipping” or “Override Shipping” in RED Click REMOVE to remove the override or zeroing and revert to the normal automatically calculated shipping charge

  37. Order Entry will automatically add additional shipping when the weight exceeds a number you specify in your Banded Shipping Scheme Can be different per Shipper and/or Method Items must have weight filled out, of course!

  38. Create lists of products that will restrict the Shipper and Method in Order Entry and Pick Verification New maintenance screen “Shipper/Product Restriction Schemes” You can select a shipper only (and all its’ methods) or select individual shipper and method combinations Order Entry Popup appears when saving

  39. Release 9 - Review and Update Order Processing Natural Solutions 2009 User Conference

  40. Scan each item as it is placed into box Meant to be run entirely via scanned barcodes Keyboard can be used as a fallback Barcode Menu examples in manual Displays Picker/Packer-specific Order Comments Tracks PICKER and PACKER via Employee IDs Handles Serial Numbers, Lot Numbers, and Product Shipper Restriction Warnings (for ORM-D) Marks order as PICKED or SHIPPED • BROWN LINE = Drop-shipped item (does not need to be scanned) • YELLOW LINE = current line; i.e., last scanned line • BLUE “NEED” – Non-inventoried item (does not require scanning) • GREEN “NEED” – sufficient required quantity has been scanned

  41. Exclude Priorities as well as Include Drop-Ship on same ship- document selection May require changes to existing forms to be able to use

  42. New Shipping Class Basic Table Assign the Shipping Class in the Assign Shippers to Methods screen Use the 1.1 Select Items to Pick screen to select via Shipping Class

  43. Sub-Batching Will require modification to use Used for Pick By Cart –style picking technique Asks for cart size (sub-batch size) - from 2 to 16 For each sub-batch group of shipping documents, prints a cover page and a cart-pick page

  44. Allows you to adjust a shipping document without using Screen 2 Previously, screen 2 would be used to adjust but it also marks the REST of the Shipping Document as Shipped

  45. Screens 2A and 2B now allow entry of the actual shipper and/or ship method Commonly would be used for shippers that are NOT interfaced via the ODBC Manifest system, such as USPS, and other non-tracking-number shippers In screen 2B, use the Box IDs (brown box) icon

  46. Non-Natural Order order numbers will no longer stop the Manifest Import The order numbers typically came from items scanned into UPS, FedEx, etc. that were never in Natural Order, such as personal shipments, intra-company mail, and similar The Ship-To Attention is now passed to the manifesting database You will need to “map” to use this new field Line level Gift Ship-To’s Attention overrides Order’s Ship-To Duplicate methods from the manifest system are now allowed

  47. Release 9 - Review and Update Security Natural Solutions 2009 User Conference

  48. Order Priority access can now be controlled in Security Definitions

  49. We now control Cost Viewing in these screens: Product Information Order Entry Purchase Order Summary window Catalog items Vendor Product Price popup SKU search

  50. Release 9 - Review and Update E-Mail Natural Solutions 2009 User Conference

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