LS Nav Configuration For LS Omni 2.1.0

LS Nav configuration for LS Omni 2.
1
Configuration Guide
© Copyright 2015, LS Retail ehf. All rights reserved. All trademarks belong to their respective holders
Contents
1 Introduction ................................................................................................................................ 3
2 LS Omni Server ........................................................................................................................... 4
2.1 Web services .................................................................................................................................. 4
3 Mobile POS ................................................................................................................................... 6
3.1 Populate data into web integration and mobile tables ................................................ 6
4 Mobile Loyalty ............................................................................................................................ 8
4.1 Populate data into web integration and mobile tables ................................................ 8
4.2 Data Replication ........................................................................................................................... 9
4.2.1 Create the replication job 9
4.2.1 Define the distribution locations 10
4.2.2 Set the distribution locations to relevant job 11
4.2.3 Run the job 12
4.3 Connection string to LS Omni Server from Nav ........................................................... 12
5 Hospitality Loyalty................................................................................................................. 13
6 eCommerce ............................................................................................................................... 14
6.1 Populate data into web integration and mobile tables ............................................. 14
6.2 Data Replication ........................................................................................................................ 16
6.2.1 Create the replication job 16
6.2.2 Define the distribution locations 17
6.2.3 Set the distribution locations to relevant job 18
6.2.4 Run the job 18
7 Mobile Inventory .................................................................................................................... 20
8 Appendix A - Import/Export Nav Web Services to a new company ..................... 20
9 Click and Collect Setup for NAV and LSOmni Server ................................................. 23
Revision History
No. Date Initials Changes
2.0 Feb 2015 HK First version
LS Retail ehf.
Katrinartun 2, 105 Reykjavik, Iceland
Tel: +354 414 5700 Fax: +354 571 2728
LS Nav configuration for LS Omni 2.1 Configuration Guide
1 Introduction
The purpose of this document is to give an overview of configuration needed in Nav for the LS Omni
solutions to work against Nav.
The LS Omni solutions integrate with Nav by both using replicated data from Nav and also by Nav
web services. LS Omni solutions also use specific web integration and mobile tables in the Nav
database that must be filled with relevant data. After the LS Omni server and or eCommerce solution
have been installed, data in Nav needs to be prepared and replicated into the LS Omni databases. For
installation of the LS Omni solutions, see “LS Omni Server install and configuration guide”
For more information visit: http://www.lsretail.com/products/ls-nav/customer-centric-mobile-
ecommerce/
In Nav 8.00.07 most of the settings can be found on the Nav menu under LS Omni and then under
each solution:
Chapter 1 - Introduction 3
2 LS Omni Server
After LS Omni Server has been installed, some configuration in LS Nav needs to be done.
2.1 Web services

The web Services URL must be configured correctly and point to relevant NAV service instance and
company. In Nav go to LS Omni > Mobile POS > WI Setup and Web Service > Web Service Setup.
The URL will be generated when the fields above it have been filled in.
Web Requests are used by LS Omni
Chapter 2 - LS Omni Server 4

Chapter 2 - LS Omni Server 5

3 Mobile POS
First ensure that you have setup Mobile POS definitions in Nav, such as define POS terminal as Mobile
Terminal, functional profile, mobile PLU menu etc.. see Nav user guide “Mobile POS User Guide LS Nav
2013 (7.1)”.
Web service URL must already been defined, see chapter LS Omni Server above in this document.
3.1 Populate data into web integration and mobile tables

On Nav menu go to Departments > LS Omni > Mobile POS > WI Setup and Web Service.
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.
Web POS Resource Locking. By default this option should be turned off Other fields on this card are
not relevant for the mobile POS. See Nav user guide to more details.
Other fields in this card are not relevant for the mobile POS.
The mobile POS can be used in more than one store, but one at a time only. In Nav you need to define
which store(s) you want to be able to use the mobile POS by populating data into the mobile tables.
In Nav go to LS Omni > Mobile POS > WI Setup and Web Service > WI stores.
Chapter 3 - Mobile POS 6

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.
Select the line for the store you wish to use on the mobile POS and click the “Create POS Startup
Data”. For the Mobile POS to be used as well in other stores repeat the above step for each store.
You should now be ready to use the Mobile POS app. On the iOS device, tap on the Settings icon and
open the “LS Omni POS” settings to define Store and Terminal.
Chapter 3 - Mobile POS 7

4 Mobile Loyalty
First ensure that you have setup Member Management feature in Nav, such as member clubs and
schemes, discounts and published offers, see Nav user guide “LS Omni Mobile Loyalty User Guide LS
Nav 2013 (7.1).docx”. Also ensure that the items, in Nav Retail Item card, Distribution tab belong to
the web store. You define which store is the web store in the WI setup, see in below chapter.
On Nav menu go to Departments > LS Omni > Mobile Loyalty > WI Setup and Web Service.

To set data into web integration and mobile tables in Nav go to LS Omni > Mobile Loyalty > WI Setup
and Web Service > Setup.
The first option WI in Use must be checked.

Web store code defines the store and prices used when shopping in the Loyalty app.
Web Store POS Terminal, defines the POS Terminal id sent with the transaction to Nav.
Web Store Staff ID, same as above field.
Web Store Customer No, same as above field.
Chapter 4 - Mobile Loyalty 8

Web Store Last Action Entry No, indicates the last mobile action number for populating data into
web integration tables. If you select “Clear Data for Replication” on the Actions tab, the tables are
cleared and this counter set to 0.
Web Store Display Locale, this field is not relevant for the Mobile Loyalty.
To populate data click the “Create/Update Data for Replication, this might take few second up to few
minutes depending on the machine and the amount of data.
4.2 Data Replication

The chapter above described how to populate data into web integration tables in Nav. This chapter
describes in detail the data replication needed for the LS Omni Loyalty solution.
LS Data Director is used for this purposes, and therefore it needs to be installed and running.
Following steps need to be taken and are described in more details below:
4.2.1 Create the replication job

1. Run the Microsoft Dynamics Nav Development Environment and open the Object Designer.
2. Run the page “WI Default Data” the page will open up in the Nav Client.
3. Click “Create jobs and Subjobs for Mobile Loyalty”
Three jobs will be created:
M_2MOBILE_NORM and Normal job, replicates all data in the tables

M_2MOBILE, Action job, replicates new and changed data only
M_TR2_MOBILE Replicates transaction headers for transaction history

4.2.1 Define the distribution locations

4. Run the Microsoft Dynamics Nav client Nav go to Departments > LS Retail > Scheduler >
Distribution Locations. Define locations for both HO and M_MOB.

4.2.2 Set the distribution locations to relevant job
To set data into web integration and mobile tables in Nav go to LS Omni > Mobile Loyalty > WI Setup
and Web Service > Setup.
5. Form the Mobile Loyalty jobs fill in From-Location Code with HO and To-Location code with
H_MOB. Jobs can be found in Nav here: LS Omni > Mobile Loyalty > Lists > Jobs. The jobs
names are:

4.2.3 Run the job

6. Run the Data Director Job Monitor, and press the Connect button.
7. Now run the Job M_MOBILE, NORM by clicking the Run Now button see screenshot above
chapter. Run also the M_TR2_MOBILE.
4.3 Connection string to LS Omni Server from Nav

Nav uses this string in the functionality profile to access the LS Omni Server to collect orders by
Hospitality Loyalty and Click and collect orders. In Nav go to relevant Terminal, select Functionality
profile and edit the profile.

5 Hospitality Loyalty
Hospitality Loyalty uses the same data as the Mobile Loyalty. Nav configuration is therefore the same,
see chapter above and follow all the steps there.
In addition you need to define the menu for Mobile Hospitality Loyalty, see Nav user guide “Mobile
Hospitality Loyalty User Guide LS Nav 2103 (7.10.01).docx”
Chapter 5 - Hospitality Loyalty 13

6 eCommerce
First ensure that you have setup items that belong to the web store, stores and other data that the
eCommerce solution will use, see Nav user guide “eCommerce User Guide LS Nav 2015 (8.00.07).
On Nav menu go to Departments > LS Omni > Mobile Loyalty > WI Setup and Web Service.

To set data into web integration tables in Nav go to LS Omni > Mobile Loyalty > WI Setup and Web
Service > Setup.
Web store code defines the store prices used when shopping in the Loyalty app.
Web Store POS Terminal, defines the POS Terminal id sent with the transaction to Nav.
Web Store Staff ID, same as above field.
Web Store Customer No, same as above field.
Chapter 6 - eCommerce 14
Web Store Last Action Entry No, indicates the last mobile action number for populating data into
web integration tables. If you select “Clear Data for Replication” on the Actions tab, the tables are
cleared and this counter set to 0.
Web Store Display Locale, by default this field should be left empty.
For more details, see Nav user guide: “eCommerce User Guide LS Nav 2013 (7.1)”.
To populate data click the “Create/Update Data for Replication”
6.2 Data Replication

The previous chapter described how to populate data into web integration tables in Nav. This chapter
details the data replication needed for the LS Omni eCommerce solution.
LS Data Director is used for this purposes, and therefore it needs to be installed and running.
Following steps need to be taken as described below:
6.2.1 Create the replication job

1. Run the Microsoft Dynamics Nav Development Environment and open the Object Designer.
2. Run the page “WI Default Data” the page will open up in the Nav Client.
3. Click “Create jobs for Web Store”
One job will be created:
ECOMMERCE This job runs a code unit that both populates data into the Nav web integration
tables and then replicates data into the eCommerce database using the Data Director functions.
6.2.2 Define the distribution locations

4. Run the Microsoft Dynamics Nav client Nav go to Departments > LS Retail > Scheduler >
Distribution Locations. Define locations for both HO and M_ ECOMMDEMO.
6.2.3 Set the distribution locations to relevant job

5. Fill in the From-Location Code with HO and To-Location code with ECOMMDEMO.
Note - in Nav 8.0 this job runs the codeunit “WI NC Mgt”
6.2.4 Run the job

6. Run the Data Director Job Monitor, and press the Connect button.
7. Now run the ECOMMERCE job by clicking the Run Now button see screenshot above
chapter.
Note. As this job runs a codeunit that will first populate data into Nav web integration tables, it may
take some time for the data replication to start.
7 Mobile Inventory
Please read the” LS Omni Inventory 2.1 Install and Quick Guide” for install and configuring
information, such as terminal settings and license key, staff, web service settings and inventory codes
and menus.
As the Mobile Inventory solution integrates directly with LS Nav, therefore the user does not need to
setup or process any data replication, the system will do that automatically.
8 Appendix A - Import/Export Nav Web Services to a new

company
Select the No. Of Records and check the records
Chapter 7 - Mobile Inventory 20

Save to XML file
Select the No. Of Records and check the records
Chapter 8 - Appendix A - Import/Export Nav Web Services to a new company 21

Chapter 8 - Appendix A - Import/Export Nav Web Services to a new company 22

9 Click and Collect Setup for NAV and LSOmni Server
The Click and collect feature is supported both in the Loyalty App and eCommerce solution.
1. Setup LS Omni by steps in LS Omni Server Instillation found on the Partner Portal:
a. Run LSOmni.Server.setup
b. Run LSOmni.WinService.Setup – for e-mail and notification sending to
customer from Omni server
2. Setup in LSNav - Customer Order setup for Click and Collect and Retail Message is ready in NAV
– but...
a. In Customer Order setup you have to setup the Service URI for LS Omni
Server on Omni Func. Profile ID: #MOBILE:
http://mashine/LSOmniService/BOService.svc
 (POS functionality Profile).
c. In WI Setup (Departments/LS Retail/Administration) – the web service URI

should be the same in AppSettings config file (C:\LS Retail\LSOmni\
LSOmniService)
Chapter 9 - Click and Collect Setup for NAV and LSOmni Server 23
d. Setup setting on device:

 Url: http://mashine/LSOmniService/json.svc

Test the UrI in a browser:

http://localhost:7047/DynamicsNAV80/WS/CRONUS LS 80 W1 Demo
v17/Codeunit/RetailWebServices
Chapter 9 - Click and Collect Setup for NAV and LSOmni Server 24

LS Nav Configuration For LS Omni 2.1.0

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LS Nav Configuration For LS Omni 2.1.0

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LS Nav configuration for LS Omni 2.

2.0 Feb 2015 HK First version

2.1 Web services

Web Requests are used by LS Omni

Chapter 2 - LS Omni Server 4

Chapter 2 - LS Omni Server 5

3.1 Populate data into web integration and mobile tables

Chapter 3 - Mobile POS 6

Chapter 3 - Mobile POS 7

4.1 Populate data into web integration and mobile tables

The first option WI in Use must be checked.

Chapter 4 - Mobile Loyalty 8

4.2 Data Replication

4.2.1 Create the replication job

Three jobs will be created:

M_2MOBILE_NORM and Normal job, replicates all data in the tables

Chapter 4 - Mobile Loyalty 9

4.2.1 Define the distribution locations

Chapter 4 - Mobile Loyalty 10

4.2.2 Set the distribution locations to relevant job

Chapter 4 - Mobile Loyalty 11

4.2.3 Run the job

4.3 Connection string to LS Omni Server from Nav

Chapter 4 - Mobile Loyalty 12

Chapter 5 - Hospitality Loyalty 13

6.1 Populate data into web integration and mobile tables

To populate data click the “Create/Update Data for Replication”

6.2 Data Replication

6.2.1 Create the replication job

One job will be created:

6.2.2 Define the distribution locations

6.2.3 Set the distribution locations to relevant job

6.2.4 Run the job

8 Appendix A - Import/Export Nav Web Services to a new

Select the No. Of Records and check the records

Chapter 7 - Mobile Inventory 20

Save to XML file

Select the No. Of Records and check the records

Chapter 8 - Appendix A - Import/Export Nav Web Services to a new company 21

Chapter 8 - Appendix A - Import/Export Nav Web Services to a new company 22

9 Click and Collect Setup for NAV and LSOmni Server

c. In WI Setup (Departments/LS Retail/Administration) – the web service URI

d. Setup setting on device:

Test the UrI in a browser:

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