Mobile POS User Guide LS Nav 2013 (7.1)

Mobile POS User Guide LS Nav 2013 (7.1)
Mobile POS User Guide
LS Nav 2013 (7.1)
© Copyright 2014, LS Retail ehf. All rights reserved. All trademarks belong to their respective holders
Contents
1
Introduction ................................................................................................................................ 1
2
Setting up the Mobile POS ...................................................................................................... 2
3
2.1
POS Terminal ................................................................................................................................. 2
2.2
Functional Profile ........................................................................................................................ 4
2.3
PLU Menu ........................................................................................................................................ 4
2.4
Displaying Currency on the Mobile POS ............................................................................. 4
Web Integration, Setup ........................................................................................................... 7
3.1
Stores Using Mobile POS ........................................................................................................... 7
4
Transferring Data between NAV and Mobile .................................................................. 9
5
Selling on the Mobile POS .................................................................................................... 11
5.1
6
Suspending and Retrieving Sales ....................................................................................... 14
Operations on the Mobile POS ........................................................................................... 15
6.1
Sales History ............................................................................................................................... 15
6.2
Offers and Coupons .................................................................................................................. 15
6.3
Contact and Item Lookup ...................................................................................................... 16
6.4
Lookup for Items in Stock ..................................................................................................... 17
6.5
Cross-Selling Items................................................................................................................... 18
6.6
Online Application .................................................................................................................... 19
6.7
Mobile POS Print ....................................................................................................................... 19
6.7.1
Setting up OPOS External Printers for Mobile POS
20
LS Retail ehf.
Katrinartun 2, 105 Reykjavik, Iceland
Tel: +354 414 5700 Fax: +354 571 2728
Mobile POS User Guide
1 Introduction
The Mobile POS is a simplified POS terminal that has a local database on the mobile device,
containing the full item master as well as all other data necessary to drive the supported retail
features. The Mobile POS application can interface fully with LS Nav.
Chapter 1 - Introduction
1
Mobile POS User Guide
2 Setting up the Mobile POS
The Mobile POS is set up just like any other POS Terminal. However, some specific setup is required
for using the Mobile POS. The most important is:






POS Terminal
Functional Profile
PLU Menu
Currency
Web Integration
Web Stores
2.1 POS Terminal
A POS Terminal needs to be set up for Mobile POS just like any other POS. When setting it up the
Mobile POS option is selected as Terminal Type on the POS Terminal Card at LS Retail > Point of
Sale > Design > Administration > General > Terminals, create a new terminal by selecting the
New button or select terminal from the POS Terminal List.
Chapter 2 - Setting up the Mobile POS
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Mobile POS User Guide
The Terminal Type Mobile POS is shown on the POS Terminal List when it has been set on the
Terminal Card.
There are two options for the POS in the Terminal Setup: Normal POS and Mobile POS.
Define Functional Profile when using Member Management, see chapter Functional Profile.
The printing of Headers and Footers on a receipt is set up identically to other POS.
Chapter 2 - Setting up the Mobile POS
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Mobile POS User Guide
2.2 Functional Profile
Best practice is to set up and use a specific functional profile for the Mobile POS. When using the
Mobile POS together with the LS Retail Member Management system, the Web Service definition in
the functional profile should have Local Request = ON. Note: This also depends on each user’s
setup.
2.3 PLU Menu
A Mobile POS specific PLU menu is defined. The same PLU menu can be used for all stores or one
menu for each store intended to be used with Mobile POS. The PLU menu is assigned to the Mobile
POS in the Web Stores setup, see the chapter, Stores Using Mobile POS, in this document.
2.4 Displaying Currency on the Mobile POS
The currency that is used to display prices on the Mobile POS is set according to the Currency Code
selected on the General tab of the store card: LS Retail, BackOffice > Store Management > Lists >
Stores, select a mobile store. If a currency code is not selected on the store card, the LCY Code from
the General Ledger Setup is used.
The placement of the Currency Symbol can be decided at the LS Retail > BackOffice > Lists > Store
Management > Retail Currencies, select currency, POS Terminal tab.
Chapter 2 - Setting up the Mobile POS
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Mobile POS User Guide
This field controls the placement of the POS Currency Symbol in price amounts displayed in the
Mobile POS.
For example if the price is 100 EUR and Placement Of Currency Symbol = After the Amount, then
the Mobile POS displays 100 € and if one chooses Placement Of Currency Symbol = Before the
Amount then the amount is displayed as € 100.
The Rounding is decided on the Rounding tab of the same card. The rounding in sales lines is
controlled by the field Amount Rounding Precision. On the traditional POS, the user has full
control via Functionality Profile but for the Mobile POS this approach is considered the best
solution. However, this can be implemented differently but if the user wants to do so it requires a
change in the code.
Chapter 2 - Setting up the Mobile POS
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Mobile POS User Guide
Chapter 2 - Setting up the Mobile POS
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Mobile POS User Guide
3
Web Integration, Setup
WI Setup card is at LS Retail > Web Integration > Setup.
WI in Use. This is used to turn on data synchronization between the NAV tables and the Mobile
stores in order to activate the Mobile POS. It is further described in the chapter on Transferring Data
between NAV and Mobile and the overview drawing in the Selling on the Mobile POS chapter.
Web POS Resource Locking. By default this option should be turned off, but can be used in case of
locking problems to add the ability to activate resource locking. When the flag is set the WebPOS
uses resource locking to control access to the WebPOS; that is, when turned on WebPOS requests all
ask for the same resource in a locked state and therefore limit the WebPOS to service only one
request at a time. This, in fact, acts as a request queue.
3.1 Stores Using Mobile POS
The stores where Mobile POSs are used are selected from a list of all available stores. A possible
scenario could for instance be that 30 stores out of 300 were selected and these would be the ones
using Mobile POS.
The stores for Mobile POS are selected and can be viewed on the page: LS Retail > Web Integration
> Administrations > Web Stores
Chapter 3 - Web Integration, Setup
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Mobile POS User Guide
The PLU Menu Profile and PLU Menu ID columns are used to select where PLU-menus are used. A
PLU-menu is defined for each Mobile store and Mobile POS. The PLU-menu is used to display
frequently sold items.
The Last Action column is a replication counter that shows the last action in replicating data from
NAV to the Mobile POS.
Chapter 3 - Web Integration, Setup
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Mobile POS User Guide
4 Transferring Data between NAV and Mobile
The very first time the Mobile POS is used, the Create POS Startup Data action must be executed. It
is located on the Web Store (WI Store) and must be run for one store at a time. This action copies
data to the “MobileXXX“ tables from where it will be replicated to the mobile device.
A scheduled job runs a codeunit, WI Mgt (10012860) to create the data for the Mobile POS. It takes
the information from tables in the NAV database and inserts it to Mobile-specific tables within NAV.
These tables do not have an interface and are solely used to provide data for the Mobile POS. The
data retrieved from NAV is data connected with the following functionality:








Items
Item Prices, where the “almost price“ is used
Customers
Discounts
Units of Measure
Staff
Stores
Terminals
The process where the “almost price“ is used until the final price has been found goes through the
following steps:
1. The customer is found and the Customer Discount Group is taken into account.
2. If he/she is a member according to the Member Management system, the scheme that
he/she belongs to is used. This is further defined in the Member Management User Guide.
3. Next the valid price in the store is checked.
4. If the purchase is multibuy then the multibuy discount is added.
5. If a promotional discount is available then it is applied at this stage.
6. After all this has been checked, web-services are called and they will present the correct
price at this point.
7. Only then periodic discount can be calculated.
This procedure is similar to the NAV POS but has been adapted for the Mobile POS as needed.
The replication starts when the LS Omni POS app is started on the iOS device. It is important that
the Store ID and Terminal ID are the same on the device as in NAV. On the iOS device, tap on the
Settings icon and open the “LS Omni POS” settings.
Chapter 4 - Transferring Data between NAV and Mobile
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Mobile POS User Guide
The Store ID is used by the replication to get data for this store.
The Terminal ID must match the mpos terminal in NAV.
Full replication next is by default ON at first startup and is changed to OFF after the first successful
replication. It can be changed back to ON to force a full replication the next time the app is started.
Chapter 4 - Transferring Data between NAV and Mobile
10
Mobile POS User Guide
5 Selling on the Mobile POS
When you enter the Mobile POS a menu including a few options is available. For sales, the Sale
option is selected.
Sales on the Mobile POS are similar to sales on the conventional POS. Details and exceptions, such as
suspended and retrieved sales are listed in the following chapters.
After an ordinary sale on a Mobile POS it is posted and a receipt is either printed out on an OPOS
printer or sent by e-mail to the customer. Mostly this happens just like on an ordinary POS and the
functionality is similar but there are certain limitations:
1. No popups or infocodes can be shown contrary to what happens on the conventional POS.
2. On the Mobile POS cash and cards can be accepted.
3. Tender discounts cannot be used.
Chapter 5 - Selling on the Mobile POS
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Mobile POS User Guide
The local SQLite database is kept in
sync with NAV by calling web
methods in IIS.
SQLite
iPhone / iPod
WiFi / 3G / 4G




SQL
Server
IIS
Security
Encryption
Data compression
One interface beween the
POS and backoffice system
Replications
Web service
Mobile
tables
NAV
SQL Server
NAV
Scheduled Job retrieves data
from various NAV tables and
inserts into Mobile specific
tables within the NAV DB
NAV
Direct DB connection
to the NAV database
( or separate
database on the
same server )
NAV generates all data in
the proper format and the
SQL Server handles all
replication between the two
databases
Chapter 5 - Selling on the Mobile POS
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Mobile POS User Guide
The PLU-menu on the Mobile POS can display the most frequently bought items as pictures.
After the item(s) have been selected and sales are concluded, the Payment menu is entered. It shows
the Total amount of the purchase, Discount, if that option is used and Tax as well as the Balance.
For payment there are two options available:


Pay card
Send to register
Chapter 5 - Selling on the Mobile POS
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Mobile POS User Guide
If the Pay card option is selected, a simple procedure is entered and payment is done by card. If the
Send to register option is selected, the payment is suspended but can be retrieved. This might
happen for instance if a customer is buying a washing machine and the sale has been entered on the
Mobile POS there, but then he or she wants to buy something else in another department of the
store. Then the option Send to register is selected and the sale later retrieved in the other
department and added in case something is bought there. In the chapter on suspending and
retrieving sales this functionality is explained in more detail.
5.1 Suspending and Retrieving Sales
A sale can be suspended at any time on the Mobile POS. When a sale is suspended, it is simply on
hold in the NAV system. Later it can be retrieved through web-services on the same POS or another
one. When the sale is retrieved, it doesn’t matter on which kind of POS it is done, a conventional POS
or Mobile POS.
Mobile POS
Sale/transaction
can be
suspended
at any time
NAV
Sale can be retrieved
through web-services
on any kind of POS,
mobile or traditional
Mobile POS
Mobile POS
POS
Chapter 5 - Selling on the Mobile POS
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Mobile POS User Guide
6 Operations on the Mobile POS
6.1 Sales History
The latest transactions on the Mobile POS will be displayed on the POS, giving an overview over the
sales history. This information is derived from LS Nav.
6.2 Offers and Coupons
The offers and coupons for the account used on the Mobile POS will be shown on the POS. This
information is derived from the corresponding tables in LS Nav.
Chapter 6 - Operations on the Mobile POS
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Mobile POS User Guide
6.3
Contact and Item Lookup
You can use the lookup option in many ways. For instance you can look up a Loyalty Contact either
by QR-code or Phone number or an Item by its Item number.
Chapter 6 - Operations on the Mobile POS
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Mobile POS User Guide
6.4 Lookup for Items in Stock
If you need to look up how much is in stock for some item it can be looked up on the Mobile POS,
both for items in stock or out of stock.
Chapter 6 - Operations on the Mobile POS
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Mobile POS User Guide
You can also look up Inventory in different stores.
6.5 Cross-Selling Items
The Mobile POS supports cross-selling items. Select an item that has suggested cross-selling items.
The list of cross-selling items is displayed via the cross-selling token
Chapter 6 - Operations on the Mobile POS
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Mobile POS User Guide
An item selected from the cross-selling item list is added to the transaction.
6.6 Online Application
The application functions in online mode only through a Real-time connection to the back-end
system available either through Wi-Fi or a means provided by the cellular network (3G/4G). The
application supports complex prices and discounts via a web service call to the back-end system,
accessing a transaction calculation service which returns a fully calculated transaction, including tax
group break-down information.
The application must be localizable for all current LS Retail markets.
6.7 Mobile POS Print
The setup for the POS External Printers has to be set up for external printers. It includes a Hardware
Profile from LS Nav. Three new fields have been added; two need to be filled out but the third is
optional. These are for:



Printer Remote: Place a check mark in this field to use external printer.
Printer Server Host: This field needs to be filled out for an external printer.
Printer Server Port: This field can optionally be filled out, but if it is not, the default port
(16650) will be used.
On the Terminal Server: POS External Printer is selected and then it will be used for printing.
Chapter 6 - Operations on the Mobile POS
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Mobile POS User Guide
Please note, the Mobile POS uses an external print service that reserves and claims the printer.
As the Nav stationary POS is not using this external print service, the same printer cannot be
used for both Mobile and stationary POS, at the same time.
6.7.1
Setting up OPOS External Printers for Mobile POS
1. Run PrintingStation-Install from the folder: LS Retail\LS7.00.02\Setup
2. Configure printing for the Hardware Profile used on the Mobile POS terminal as in the
example:
Chapter 6 - Operations on the Mobile POS
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Mobile POS User Guide
3. From the Object designer; set up an external POS Printer by running the table POS
External Printers and connect the Hardware Profile set up in step 2 as in example:
4. Assign the External POS Printer to the Mobile POS:
Chapter 6 - Operations on the Mobile POS
21
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