B2B Marketplace feature list using Magento, Dynamics NAV & MVM from retailon

B2B Marketplace using Magento, Dynamics and MVM from www.RetailOn.net, Page 1
B2B Marketplace Specifications
Magento, Microsoft Dynamics NAV & MVM

Abstract
Magento based e-Commerce store with Microsoft Dynamics NAV will have
extensive visibility. Module across finance, Customer Relationship Management,
Supply Chain, analytics and electronic commerce are very helpful for small and
medium sized enterprise especially web stores. The extensive analytics will give a
comprehensive picture of all the functions of e-Commerce and it will be easy to
identify the drivers of the business and work on increasing the business.
Adding Multi-Vendor Marketplace extension in Magento, the web store converts in
to a full-fledged marketplace where multiple vendors can sell their products.
Vendors manage their products and orders but finally admin controls the
marketplace.

Table of Contents
1. Magento .......................................................................................................................................... 6
1.1. Magento Community Feature List .......................................................................................... 7
1.2.1 Marketing, Promotions and Conversion Tools ............................................................. 7
1.2.2 Search Engine Optimization............................................................................................ 7
1.2.3 Site Management ............................................................................................................. 7
1.2.4 Catalog Management .................................................................................................... 8
1.2.5 Catalog Browsing.............................................................................................................. 8
1.2.6 Product Browsing............................................................................................................... 8
1.2.7 Checkout, Payment and Shipping ................................................................................ 9
1.2.8 Payment Gateways.......................................................................................................... 9
1.2.9 Order Management....................................................................................................... 10
1.2.10 Customer Accounts........................................................................................................ 10
1.2.11 Customer Service ............................................................................................................ 10
1.2.12 International Support...................................................................................................... 11
1.2.13 Analytics and Reporting ................................................................................................ 11
1.2.14 Mobile Commerce ......................................................................................................... 11
1.2. Magento Enterprise Exclusive Features............................................................................... 12
1.3.1 Rich Merchandising Suite (RMS)................................................................................... 12
1.3.2 Dynamic Rule Based Product Relations...................................................................... 12
1.3.3 Persistent Shopping......................................................................................................... 12
1.3.4 Automated Email Marketing Reminder ...................................................................... 12
1.3.5 Private Sales ..................................................................................................................... 12
1.3.6 Gift Registry....................................................................................................................... 12
1.3.7 Gifting Options................................................................................................................. 13
1.3.8 Rewards Points................................................................................................................. 13
1.3.9 Store Credits ..................................................................................................................... 13
1.3.10 Multiple Wish Lists............................................................................................................. 13
1.3.11 Add to Cart by SKU......................................................................................................... 13
1.3.12 Return Management Authorization (RMA) ................................................................ 13
1.3.13 Content Management System..................................................................................... 13
1.3.14 Scheduled Import/Export Functionality ...................................................................... 13
1.3.15 Backup and Rollback..................................................................................................... 13
1.3.16 Staging, Merging and Rollback of Content............................................................... 14
1.3.17 Customer Attribute Management............................................................................... 14
1.3.18 Administrator Permission Roles on Website and Store Levels ................................. 14
1.3.19 Price and Promotion Permission ................................................................................... 14
1.3.20 Logging of Administrator Actions................................................................................. 14
1.3.21 Category View and Purchase Permissions per Customer Group (Limited
Catalog Access) .............................................................................................................................. 14
1.3.22 Order Archiving ............................................................................................................... 14

1.3.23 Solr Search ........................................................................................................................ 15
1.3.24 Full Page Caching........................................................................................................... 15
1.3.25 Configurable Order Tracking Widget.......................................................................... 15
1.3.26 Support for Alternate Media Storage – CDN and Database................................. 15
1.3.27 PA-DSS Certification/Payment Bridge......................................................................... 15
1.3.28 Strong Data Encryption, Hashing and Key Management ...................................... 15
1.3. Magento advanced feature list using Magento Extensions............................................ 16
1.3.1 Menu.................................................................................................................................. 16
1.3.2 Site Management ........................................................................................................... 16
1.3.3 Integrations....................................................................................................................... 16
1.3.4 Marketing.......................................................................................................................... 17
1.3.5 Utilities ................................................................................................................................ 17
1.3.6 Themes .............................................................................................................................. 17
2. Microsoft Dynamics NAV (Navision) ........................................................................................ 18
3.1 Complete Functionality Module List ................................................................................ 18
3.2 Analytics and Reporting..................................................................................................... 19
3.3 Bill of Materials...................................................................................................................... 19
3.4 Capacity Requirements Planning .................................................................................... 19
3.5 Cash Management ............................................................................................................ 20
3.6 Customer Relationship Management............................................................................. 20
3.7 Fixed Assets........................................................................................................................... 21
3.8 General Ledger ................................................................................................................... 22
3.9 Human Resource Management ...................................................................................... 22
3.10 Inventory ............................................................................................................................... 22
3.11 Manufacturing ..................................................................................................................... 24
2.11.1 Basic Manufacturing....................................................................................................... 24
2.11.2 Agile Manufacturing....................................................................................................... 24
2.11.3 Supply Planning ............................................................................................................... 24
2.11.4 Capacity Planning.......................................................................................................... 24
3.12 Multiple Currencies ............................................................................................................. 25
3.13 Payables................................................................................................................................ 26
2.13.1 Purchase Invoicing.......................................................................................................... 26
2.13.2 Purchase Invoice Discounts .......................................................................................... 26
2.13.3 Payables Management................................................................................................. 26
3.14 Project Management......................................................................................................... 26
2.14.1 Jobs.................................................................................................................................... 26
2.14.2 Basic Resources ............................................................................................................... 27
3.15 Purchase Order Management ......................................................................................... 27
2.15.1 Purchase Invoicing.......................................................................................................... 27
2.15.2 Purchase Invoice Discounts .......................................................................................... 27

2.15.3 Purchase Line Discounting ............................................................................................ 27
2.15.4 Purchase Line Pricing...................................................................................................... 27
2.15.5 Purchase Order Management..................................................................................... 28
2.15.6 Purchase Order Return Management ........................................................................ 28
2.15.7 Requisition Management .............................................................................................. 28
3.16 Receivables.......................................................................................................................... 28
2.16.1 Sales Invoicing ................................................................................................................. 28
2.16.2 Sales Invoice Information Pane.................................................................................... 28
2.16.3 Sales Invoice Discounts .................................................................................................. 28
2.16.4 Receivables Management ........................................................................................... 29
3.17 Sales Order............................................................................................................................ 29
2.17.1 Order Promising ............................................................................................................... 29
2.17.2 Sales Invoicing ................................................................................................................. 29
2.17.3 Sales Invoice Discounts .................................................................................................. 29
2.17.4 Sales Line Discounting .................................................................................................... 29
2.17.5 Sales Line Pricing ............................................................................................................. 29
2.17.6 Campaign Pricing........................................................................................................... 29
2.17.7 Sales Order Management............................................................................................. 30
2.17.8 Sales Return Order Management................................................................................ 30
2.17.9 Shipping Agents............................................................................................................... 30
3.18 Service Management......................................................................................................... 30
3.19 Supply Chain Management.............................................................................................. 31
3.20 Supply Planning ................................................................................................................... 32
2.20.1 Basic Supply Planning..................................................................................................... 32
2.20.2 Demand Forecasting...................................................................................................... 33
3.21 Warehouse Management................................................................................................. 33
3. RetailOn Multi Vendor MarketPlace......................................................................................... 36
3.1 Creating a Vendor-Role..................................................................................................... 37
3.2 Assigning Appropriate Resources to the Vendor-Role................................................. 38
3.3 Creating an User Account for the Vendors ................................................................... 39
3.4 Logging-In as Vendor and Performing a Sample Operation ..................................... 39
3.5 E-Mail Demo ......................................................................................................................... 40
3.6 Displaying Vendor-Orders.................................................................................................. 40
3.7 Uploading Bulk Image ........................................................................................................ 40
3.8 Uploading The Images ....................................................................................................... 41
3.9 URLs ........................................................................................................................................ 42
3.10 Summary ............................................................................................................................... 42
4. Key Contacts .................................................................................Error! Bookmark not defined.

1. Magento
Magento Community Edition is an open-source content-management system for
e-commerce web sites. It employs the MySQL relational database management
system, the PHP programming language, and elements of the Zend Framework. It
applies the conventions of object-oriented programming and model-view-
controller architecture. It also uses the entity–attribute–value model to store data.
Other than the core functionality, many a functionality can be extended by
adding new plug-in modules / extensions.
Magento provides a basic theme which sets up an e-Commerce website. The
theme is designed for customizing all pages by adding or editing the PHP, HTML
and CSS. Custom themes can be installed which changes the display of the
website or its functionality. Without loss of content or layout of pages, themes are
interchangeable with Magento installations.
At the core of the application is the open source shopping cart Magento.
Standard features include site management, marketing and promotional tools,
international support, search engine optimization, analytics and reporting. The
standard Magento Community Edition features are listed in next segment.
Magento comes in enterprise flavour as Magento Enterprise Edition with additional
features like enhanced search, performance, scalability etc. Additional required
features on Magento CE or EE can always be incorporated through the installation
of existing or custom developed extensions.
Having an open architecture, XML data feeds and APIs, the system is
flexible enough to incorporate advanced features and integrate with other third
party systems to facilitate functional requirements and workflow.
The Magento architecture is based on Model/View/Controller Design pattern.

1.1. Magento Community Feature List
1.2.1 Marketing, Promotions and Conversion Tools
• Related products, up-sells and cross-sells
• Catalog promotional pricing with the ability to restrict to stores, categories or
products
• Flexible coupons (pricing rules) with ability to restrict to stores, customer groups,
time period, products, and categories
• Generate a set of unique coupon codes for each promotion and export the list of
codes for offline distribution, email, newsletters and more. Easily manage and
monitor coupon usage and generate detailed reports
• Multi-tier pricing for quantity discounts
• Minimum Advertised Price (MAP)
• Landing page tool for categories
• Customer groups
• Product bundles
• Recently viewed and compared products
• New items promotional tool
• Persistent shopping cart
• Google Website Optimizer integration for A/B and multivariate testing
• Free shipping options
• Polls
• Newsletter management
• Send to a friend for all visitors or registered users only
• Send wish lists by email
1.2.2 Search Engine Optimization
• 100% search engine friendly
• Google Site Map
• Search engine friendly URL’s
• URL rewrites give full control of URL’s
• Meta-information for products, categories and content pages
• Auto-generated site map for display on site
• Auto-generated popular search terms page
• Google Content API for shopping
1.2.3 Site Management
• Control multiple websites and stores from one Administration Panel with the ability to
share as much or as little information as needed
• Administration permission system roles and users
• Fully 100% customizable design using templates
• Support for multiple languages and currencies. Web Services API for easy
integration between Magento and third-party applications
• Batch import and export of catalog and customer information
• Content Management System for informational and landing pages
• Tax rates per location, product type or customer group (i.e. wholesale vs. retailer)
• CAPTCHA functionality to help prevent automated software from attempting fake
logins. This auto-generated test ensures that the login is being attempted by a
person and can be enabled in both the admin and customer login areas

1.2.4 Catalog Management
• Simple, configurable (e.g. size, color, etc.), bundled and grouped products
• Create different price points for different customer groups, such as wholesalers and
retailers
• Virtual products
• Downloadable/digital products with samples
• Unlimited product attributes
• Attribute sets for quick product creation of different item types
• Inventory management with backordered items, minimum and maximum quantities
• Batch updates to products in admin panel
• Automatic image resizing and watermarking
• Advanced pricing rules and support for special prices
• Search results rewrites and redirects
• Moderated product tags and reviews
• Customer personalized products – ability to upload images and text (i.e. for
embroidery, monogramming, etc.)
• Customer sorting – define attributes for customer sorting on category (price, brand,
etc.)
• RSS feed for low inventory alerts
1.2.5 Catalog Browsing
• Layered / faceted navigation for filtering of products in categories and search
results. Filter products by price and display a range of prices based on even
increments or by a similar number of products within each range
• Static block tool to create category landing pages
• Product comparisons with history
• Configurable search with auto-suggested terms
• Breadcrumbs
• Ability to assign designs within category and product level (unique design per
product/category)
• Recently viewed products
• Popular search terms cloud
• Product listing in grid or list format
1.2.6 Product Browsing
• Multiple images per product
• Product image zoom-in capability
• Related products
• Stock availability
• Multi-tier pricing upsell
• Product option selection
• Grouped products view
• Add to wish list
• Send to a friend with email
• Share on Facebook

1.2.7 Checkout, Payment and Shipping
• One-page checkout
• Guest checkout and checkout with account to use address book
• Shipping to multiple addresses in one order
• Option for account creation at beginning of checkout
• SSL security support for orders on both front- end and back-end
• Saved shopping cart
• Accept gift messages per order and per item
• Shopping cart with tax and shipping estimates
• Saved credit card method for offline payments
• Configurable to authorize and charge, or authorize only and charge on creation of
invoices
• Integration with Amazon Payments
• Integration with multiple PayPal gateways
• Integration with Authorize.net
• Integration with Google Checkout (Level 2)
• Accept checks/money orders
• Accept purchase orders
• Additional payment extensions available through Magento Connect
• Shipping integration with label printing - view, edit, print labels for all major carriers
• Integrated for real-time shipping rates from: - UPS, UPS XML (account rates), FedEx
(Account rates), USPS and DHL
• Ability to specify allowed destination countries per method
• Flat rate shipping per order or item
• Free shipping
• Table rates for weight, sub-total, destination and number of items
• On-site order tracking from customer accounts
1.2.8 Payment Gateways
Magento Secure Payment Bridge supports the following payment methods, which are
integrated with external payment gateways. Some of the methods can be used with,
or without, Magento Secure Payment Bridge. Most of the methods listed are available
“out-of-the-box” for Magento Enterprise Edition, and can be used with Magento
Secure Payment Bridge when installed, enabled, and properly configured.
 PayPal
 Authorize.Net
 Cyber Source
 First Data
 WorldPay
 PSiGate
 Braintree
 DIBS Payment Services
 Ogone
 Paybox Direct
 PAYONE.de
 Sage Pay Direct
 eWAY Direct

1.2.9 Order Management
• View, edit, create and fulfill orders from the admin panel
• Create one or multiple invoices, shipments and credit memos per order to allow for
split fulfillment
• Print invoices, packing slips and shipping labels
• Call center (phone) order creation - provides transparent control for administrators
and front-end enhancements for customers during the shopping process. Changing
product configurations, for all types of products, can be done by the call center
sale representative on the admin side as well as by the customer throughout the
shopping process. Custom product choices and configurations can be changed
directly during order creation, in the wish list and the shopping cart
- Includes the ability to create new customers, or select existing customers and view
their shopping cart, wish list, last ordered items, and compared products lists, as well
as select addresses, give discounts and assign custom prices
• Assisted Shopping - customer service representatives and other admin users are
able to manage products and coupons in customers’ shopping carts and wish lists
through the administrator panel
• Customized Order Status - tracking an order is easier than ever with customizable
order statuses easily assigned to order states. A pre- defined list of order states (ex.
new, processing, payment review, complete) represents the order processing
workflow. An order status is assigned as a sub-category of the order state (ex.
cancelled, complete, decline)
• Create re-orders for customers from the administration panel
• Email notifications of orders
• RSS feed of new orders
1.2.10 Customer Accounts
• Account dashboard
• Address book with unlimited addresses
• Wish list with ability to add comments
• Order status and history
• Re-orders from account
• Recently ordered items
• Default billing and shipping addresses
• Email or send RSS feed of wish list
• Newsletter subscription management
• Product reviews submitted
• Product tags submitted
• Downloadable/digital products
1.2.11 Customer Service
• Contact Us form
• Create and edit orders from the admin panel
• Feature-rich customer accounts
• Order history with status updates
• Order tracking from account

• Password reset email from front-end and admin panel
• Order and account update emails
• Customizable transactional emails
1.2.12 International Support
• Support for localization, multiple currencies and tax rates -Includes support for
WEEE/DEEE in EU
• Support for accented characters and right to left text
• Configurable list of allowed countries for:
- Site registration
- Shipping destination addresses with ability to specify per shipping method
- Billing addresses with ability to specify per payment method
• European Union VAT-ID validation facilitates the tax collection process by
automatically applying the correct tax rules according to VAT customer groups
• EU cookie notification simplifies the EU Privacy and Electronic Communications
Directive compliance process by displaying an opt-in message at the top of the
storefront
1.2.13 Analytics and Reporting
• Integrated with Google Analytics
• Admin dashboard for report overview
• Sales report
• Tax report
• Abandoned shopping cart report
• Best viewed products report
• Best purchased products report
• Low stock report
• Search terms report
• Product reviews report
• Tags report
• Coupon usage report
• Total sales invoiced
• Total sales refunded
1.2.14 Mobile Commerce
• Support for native applications on iPhone, iPad and Android mobile devices
• One admin panel for multiple devices
• Seamless integration with your current product catalog, CMS and store
configurations
• Real-time customization including updates for promotions and merchandising
• Support for a wide range of checkout capabilities
• Mobile HTML5 - quickly and easily create a storefront optimized for mobile devices
so customers can shop even when they’re on the go. This mobile interface uses
HTML5 technology and supports iPhone, Android and Mobile Opera browsers. It
includes out-of-the- box features such as:
- Device-specific media capabilities for audio and video
- User-friendly search and results display

- Clean display of product detail pages
- Pinch, multi-touch and scaling images
- Easy swipe between product images
- Zoom capabilities
- Cross-sell and up-sell capabilities
- Drag-and-drop of products to the shopping cart
1.2. Magento Enterprise Exclusive Features
1.3.1 Rich Merchandising Suite (RMS)
Segment customers into groups and optimize marketing initiatives by identifying
specific customer groups using specific characteristics (address, location, sex, etc.)
and/or value (purchase history, on-site browsing, etc.).
Advanced segmentation capabilities include the ability to identify unknown site
visitors. Whether they’re new visitors or returning customers who have not logged in,
you’ll now be able to identify and target them with special promotions to convert
browsers into buyers.
1.3.2 Dynamic Rule Based Product Relations
Dynamically target customers to present up-sells, cross-sells, and related products
based on their specific product selections. Rules are easily administered through a
condition based tool, allowing marketers to easily manage specific product a
suggestions, shopping cart price rules and banners to any customer segment to
encourage additional purchases.
1.3.3 Persistent Shopping
Customers are able to shop and maintain items of interest in their shopping cart,
wish lists, recently viewed and recently compared items between browsing sessions
and from device to device. Once a customer logs in to a site, a long-term cookie is
established for that browser/ device combination and the customer can now view
the contents of their shopping cart in subsequent sessions without logging in again.
1.3.4 Automated Email Marketing Reminder
Increase customer retention by automating email reminders to customers with
abandoned shopping carts and wish lists. Email reminder campaigns are
configurable and customizable for a variety of parameters including frequency,
cart value, quantity and more.
1.3.5 Private Sales
Restrict your catalog to specific customers. Create invitations and events for limited
time sales to select customers and allow customer-initiated invitations.
1.3.6 Gift Registry
Increase revenue and capture valuable customer data with the Gift Registry
feature. Those purchasing gifts can search for the registry by owner’s name, email or
gift registry ID. Privacy settings are included.

1.3.7 Gifting Options
Allow customers to purchase physical and virtual gift certificates/cards for your
store. Increase the average order value with gift wrapping and gift messaging
options to individual products or complete orders before check out. Applicable
pricing and taxes for gift wrapping options are easily configured by administrators.
1.3.8 Rewards Points
It enables merchants to implement programs that provide incentives to frequent
shoppers, increasing customer loyalty. Points can be awarded based on a wide
range of transactions and customers. Redemption rules can be controlled by
merchants based on a variety of parameters including balances, expiration,
customer history, conversion rate and more.
1.3.9 Store Credits
Store credits can be created and tied to customer accounts. Orders can also be
refunded with store credit or virtual gift cards which can be redeemed to make
future purchases.
1.3.10 Multiple Wish Lists
Customers can save products to multiple wish lists and copy or move items from list
to list. They can make their wish lists public so they’re searchable by anyone. And
merchants can review them to learn about their customers’ wants and needs.
1.3.11 Add to Cart by SKU
Streamline the ordering process, especially for B2B customers, by enabling them to
enter a list of SKUs without having to go into product pages. This simplifies large
orders, recurring orders and ordering based on offline catalogs.
1.3.12 Return Management Authorization (RMA)
It enables of customer and merchant administration of returns with support for
partial order and individual item returns, customer notifications, shipping methods
and more.
1.3.13 Content Management System
Magneto’s CMS uses a WYSIWYG editor with support for rich content. Build complex
content pages, create multiple versions of a page, restrict publishing privileges and
create menus. Easily add CMS pages to the navigation menu and create copy or
delete different CMS hierarchy trees for each website and store view individually or
en masse.
1.3.14 Scheduled Import/Export Functionality
Import and export product catalog data either locally or from remote FTP servers.
Merchants can configure for error handling, status reporting and backup.
1.3.15 Backup and Rollback
Manage and schedule a variety of backup operations with the option to roll back

the changes to reverse any modifications. This feature is particularly useful when
testing new modules or customizations, or when upgrading to a new version of
Magento. You can review specific customizations and their impact on the new
code. (We do not recommend using this feature in your production environment.)
Three types of backup are supported:
• System Backup
• Database Backup
• Database and Media Backup
1.3.16 Staging, Merging and Rollback of Content
Create a staging site to test new categories, product information, promotions etc.
Content can be merged to the live site after approval, either on-demand or per a
schedule. Supports on- demand scheduled merges and rollbacks of content.
1.3.17 Customer Attribute Management
Improve sales and marketing efforts with advanced attribute management.
Customer account and address attributes are managed by the Magento
Administrator interface and then used to create customized marketing campaigns
and customer profiles.
1.3.18 Administrator Permission Roles on Website and Store Levels
Restrict access roles so that staff can view only the data to the stores relevant to
them.
1.3.19 Price and Promotion Permission
Merchants can create and control multiple admin roles for reading and editing
prices and promotions.
1.3.20 Logging of Administrator Actions
Track and review all actions taken by administrator users, with the ability to see
views, edits and deletions of information. Logs are associated to specific
administrator users, with the ability to see the action taken, when it was made, and
more.
1.3.21 Category View and Purchase Permissions per Customer
Group (Limited Catalog Access)
Manage viewing or purchasing items access by customer group. Access can be
controlled globally or by specific category.
1.3.22 Order Archiving
Increase store performance and provide efficiencies in store management through
an order archiving module, enabling merchants to archive orders after a
configurable time. Orders are still available to both administrators’ users and
customers, while providing increased performance by storing historical orders in an
archive.

1.3.23 Solr Search
An alternative to the standard Magento search, Solr search provides merchants
with site- search options and enhancements to the speed, quality and relevancy of
search results provided to customers. Performance and search quality are improved
with layered navigation and features like spelling/synonyms/stop words and
weighted attributes.
1.3.24 Full Page Caching
Enhance performance with caching of primary pages, including category, product
and CMS pages for all users, including session users (excludes personal information).
Caching of pages generally improves server response times and reduces load.
1.3.25 Configurable Order Tracking Widget
Customers can track the status of existing orders and returns without the need to log
in to their account.
1.3.26 Support for Alternate Media Storage – CDN and Database
Media files can be stored within the database or CDNs.
1.3.27 PA-DSS Certification/Payment Bridge
Magento Secure Payment Bridge is a PA-DSS certified payment application,
enabling merchants to efficiently attain PCI compliance with minimum cost and
effort. Customers will also be able to securely save their credit card information for
future transactions.
1.3.28 Strong Data Encryption, Hashing and Key Management
Strong data encryption based on AES-256 and strong hashing based on SHA-256.
Database keys are easily managed and updated.

1.3. Magento advanced feature list using Magento Extensions
1.3.1 Menu
 Customer Experience
 Alternative Sales Model
 Blog Tools
 Category and Product Page Enhancements
 Checkout
 Gifting
 Images and Media
 Internationalization and Localization
 Merchandising
 Mobile
 Personalization
 Search and Navigation
 Shopping Cart
 Social
 Widgets
1.3.2 Site Management
 Administration
 Automation
 B2B
 Billing and Invoicing
 Catalog
 Content Management
 CRM
 Customer Service
 Data
 Ease of Use
 Image Processing
 Import/Export
 Mobile Administration
 Order Management
 Reporting
 Shipping
 Taxes
1.3.3 Integrations
 Accounts and Back Office
 CRM
 E-mail Integration
 Integration Tools
 Migration Tools
 Payment and Gateways
 Shipping and Fulfillment
 Shopping site Integration
 Social and Marketing Integration

1.3.4 Marketing
 Advertising and Marketing
 Affiliate Programs
 Analytics
 Email Marketing
 Paid Search Advertising
 Pricing and Promotion
 SEO
 Social Marketing
1.3.5 Utilities
 Developer tools
 Optimization
 Server Performance and Caching
 UI performance and AJAX
1.3.6 Themes
 Animals and Pets
 Automotive and cars
 Books, Media and Entertainment
 Computers and Electronics
 Consumer and Business Services
 Fashion and Apparel
 Food and Beverage
 Gifts and General Merchandise
 Health and Beauty
 Holidays and Special Occasions
 Home and Garden
 Jewelry
 Mobile
 Sporting Goods
 Styles and Colors
 Toys and Baby Products

2. Microsoft Dynamics NAV (Navision)
Microsoft Dynamics NAV is an enterprise resource planning (ERP) software suite which offers
specialized functionality for manufacturing, distribution, government, retail, and other
industries.
Microsoft Dynamics NAV offers applications for financial management, human resources
management, manufacturing, multiple and international sites, project management, sales
and marketing, service management, supply chain management and business intelligence.
The functionality is particularly strong in manufacturing and distribution. The system is known
for being highly customizable and partners have developed a long list of industry-specific
configurations to serve various vertical markets.
Microsoft Dynamics NAV deploys on the Windows operating system and Microsoft SQL
Server, and is developed in the .NET framework, all of which are core Microsoft platform
technologies. This offers customers a tightly integrated stack from infrastructure to
application.
Microsoft Dynamics NAV delivers industry-specific functionality along with multi-language
and multi-site capabilities. Its integrated development environment enables customizations
with minimal disruption to business processes. Designed to work like other familiar Microsoft
applications, it’s adaptable for when more power and functionality is needed.
Microsoft Dynamics NAV provides companies and their people with industry specific
functionality that’s relevant to the local needs of their regions of operation, even for the most
highly specialized industries and organizations. Microsoft Dynamics NAV is easy to use and
offers rapid adaptability and simplified customization enabling companies to easily add
functionality, custom applications and online business capabilities. With Microsoft Dynamics
NAV, employees can become more effective and the company more competitive.
Role tailored home pages - called Role Centres - make it easy for people to view their work
priorities and access the information and tasks they need for their specific job, not just
anyone’s job. The result is an innovative solution that frees employees and business leaders to
direct their talents and skills towards business success. Role Centres in Microsoft Dynamics
NAV help people in job roles ranging from the president, to accounting manager, to sales
manager, and to warehouse worker gain access to the full scope of the tasks, information,
and reports they need in a single view.
Deep integration across Microsoft Dynamics NAV with familiar programs such as Microsoft
Office Excel and Windows SharePoint Services makes it easy to communicate and
collaborate effectively and share information without having to juggle applications.
3.1 Complete Functionality Module List
 Analytics and Reporting
 Bill of Materials
 Capacity Requirements Planning
 Cash Management
 Customer Relationship Management
 Fixed Assets

 General Ledger
 Human Resource Management
 Inventory
 Manufacturing
 Multiple Currency
 Payables
 Project Management
 Purchase Order Management
 Receivables
 Sales Order
 Service Management
 Supply Chain Management
 Supply Planning
 Warehouse Management
3.2 Analytics and Reporting
Microsoft Dynamics NAV helps you gain business insight, make faster smarter decisions, and
equip your employees to contribute to your growth. Modules include:
Business Analytics Advanced - Advanced windows viewer enables easy analysis and
includes a report writer, a web interface, and the possibility of simple data mining.
Business Analytics Base Functionality - Analyse data from different application areas
within Microsoft Dynamics NAV. View data measures of your choice across dimensional
models. This granule includes a set of forms for configuration of dimensions and measures. A
configuration engine configures Data Transformation Services (DTS) packages for data
transfer and configures schema for data mart tables and OLAP cubes. You can view and
analyse data with Excel by connecting Excel to the OLAP cubes. The Microsoft FRx and
Forecaster components are available to Canada and United States customer locations with
Canada and United States licenses.
3.3 Bill of Materials
Create bills of materials (BOMs). Break down finished goods into BOMs, which describe
constructions, packaging details, and other products always sold together. Set up BOMs in
the item table with a BOM description specifying items, resources, quantities, and so on.
You can batch jobs for calculating the direct unit cost of the BOM. This granule also supports
the building of kits, individual items that are grouped or packaged together to create a
special, single item. BOMs for kits can be defined and assigned to items. Kits can be built and
disassembled using the BOM Journal.
3.4 Capacity Requirements Planning
 Shop calendar and work shifts
 Routings
 Parallel scheduling
 “Send ahead” functionality for Just-in-Time (JIT) production
 Routing link codes for automatic flushing per operational steps on the routing

 Scrap and stop codes can be defined to reduce data entry
 Automatic flushing of the work or machine centre provides automatic recording of
expected output
 Subcontracting by work centre or operation
3.5 Cash Management
Bank Account Management Manage an unlimited number of bank accounts in both local
and foreign currencies.
Bank Reconciliation Reconcile your bank accounts in Microsoft Dynamics NAV with your
statements. Apply amounts from your bank account ledger to the reconciliation form and
keep track of all bank statements.
Check Writing Generate printed checks with unique number series for each bank account.
You can also void or reprint an already printed check, and specify on the journal line
whether you want this payment to be made with a computer or a manual check.
3.6 Customer Relationship Management
Microsoft Dynamics NAV gives you the power to improve your customer relationship
success to increase your productivity, make well-informed decisions; and sharpen your
competitive edge. Modules include:
Campaign Management - Organize campaigns based on segments of your contacts
that you define. Define segments based on specific criteria, such as sales, contact
profiles, and interactions, and reuse existing segments or segmentation criteria. Use the
Merge feature in Word (or send other file formats) to communicate with the contacts in
your segment. To send a document to people of different nationalities in their native
language, use Campaign Management with Interaction/Document Management.
Contact Classification - Sort your contacts into categories, and automatically classify
your customers based on criteria you specify. For example, you can see the program
group contacts in terms of revenue. Use this information to target contacts for your
campaigns. Divide your customers into ABC segments and even use this granule for
rating (assign the weights of two questions to identify the value of a third question).
Contact Management - Maintain an overview of your contacts, and personalize your
approach to them. Record your contact information for all business relationships. This
granule is tightly integrated with the Sales and Receivables application area. You can
also:
• Specify the individual people related to each contact.
• Get an automatic alert if you enter contact information that already exists with the
duplicate check function.
• Get a precise view of prospects and customers by categorizing your contacts based
on profiling questions.
• Issue quotes to prospects or create sales documents for specific contacts if you have
Sales Order Management.

Content Search - Search for all information related to a specific contact—for example,
an opportunity, an address, or comments about this contact. Find information even
when you don’t know the correct spelling of a contact’s name.
Interaction/Document Management - Record all the interactions that you have with
your contacts—for example, telephone calls, meetings, or letters. Attach documents to
interactions (Word, Excel, or .txt files). You can also automatically record other
interactions—for example, all Microsoft Dynamics NAV documents that you send to your
contacts, like sales orders or quotes, can be logged and retrieved at a later time. By
using TAPI (Telephony Application Programming Interface) compliant telecom devices,
you can call a contact by clicking a button on the electronic contact card.
Mail Logging for Microsoft Exchange Server - Log all email correspondence. Log
inbound and outbound email sent through Microsoft Dynamics NAV or Microsoft
Outlook®, and set up the program to log automatically or manually in Microsoft
Dynamics NAV. The solution is server-based and requires Microsoft Exchange Server
(version 5.5, SP 4 or later) in order for you to keep email messages in their natural
environment to ease administration.
Opportunity Management - Keep track of sales opportunities. Section your sales
processes into different stages, and use this information to get an overview of and
manage your sales opportunities.
Task Management - Organize the tasks related to your sales and marketing activities.
Create to-do lists for yourself and assign tasks to other users or teams of users.
Automatically create recurring to-do items and activities consisting of several to-do
items.
3.7 Fixed Assets
Basic Fixed Assets - Keep track of fixed assets such as buildings, machinery, and
equipment. You can also post various fixed-asset transactions: acquisitions,
depreciation, write-downs, appreciation, and disposal. For each fixed asset, you set up
depreciation books in which the methods and other conditions used for calculating
depreciation are defined. You can set up an unlimited number of depreciation books to
satisfy legal requirements, and for tax and internal accounting purposes. This granule is
well suited for international companies that need to use many depreciation methods.
Fixed Asset Allocations - Allocate different percentages of fixed asset transactions, such
as acquisition cost and depreciation, to different departments or projects by using
allocation keys. Useful for when several departments share a fixed asset.
Reclassification - Reclassify a fixed asset or part of a fixed asset—for example, from one
department to another. You can split one fixed asset into several fixed assets, or
combine several fixed assets into one fixed asset. When you need to dispose of one part
of a fixed asset, you can split it into two assets and then dispose of the appropriate one.

3.8 General Ledger
Centralize your company’s accounting information, posting specifications, and other
core data efficiently. Work efficiently in a multiple-user environment, explore the most
up-to-date financial data, and work according to your needs—for example, by
choosing whether an amount is shown per day, week, month, quarter, year, or
accounting period.
Financial Management: Discover opportunities and motivate employees to do more
and to learn more. You can access the financial information you need to spot trends
and gain insight into your business activities. You can capitalize on your knowledge of
how your business works by discovering opportunities, which otherwise might have been
difficult to spot.
Intercompany Postings: Create all the necessary documents (including sales and
purchase documents and general ledger entries) for the entire workflow of
intercompany transactions between any two companies within a group controlled by
the same legal entity.
3.9 Human Resource Management
Efficiently manage your company’s human resources. Group and track relevant
employee information and organize employee data according to different types of
information, such as experience, skills, education, training, and union membership. Store
personal information, track job openings in your organization, and extract a list of
candidates for these positions. Keep track of benefits and company items such as keys,
credit cards, computers, and cars. Easily record all types of absences in units of measure
that you define, and attach alternative addresses and relatives’ names to employees
3.10 Inventory
Analysis Reports: Provide company decision-makers, especially those with overall
responsibility for sales, purchases, and product portfolio management, with an efficient
and flexible way to get meaningful information out of the system to inform day-to-day
decisions. Built on item entries, this granule provides a customizable, analytic view that
enables people to add and combine analysis objects—customers, items, and vendors—
according to their needs. You can: * Present figures in both amounts and quantities and
compare by periods as well as against budget. When the figures are put in a formula,
they can become an indicator of the company’s performance. * Drill down to locate
the cause of problems. View sales dynamics; analyse inventory turnover; evaluate
customers’ buying behaviour; spot trends; reconsider product offerings, prices, and
vendors; and make informed business decisions.
Alternative Vendors: Manage purchase of the same items from several different
vendors. Create alternative vendors and price information for inventory items. Useful for
when a company has several possible vendors for the same items.

Basic Inventory: Keep track of items and prices. Set up each item and post item
transactions in journals. This granule includes the Microsoft Dynamics NAV item tables,
item entries, and item journals. Integrated with General Ledger and with the posting
processes in Sales and Receivables and Purchase and Payables, this granule is required
for the configuration of all other Inventory granules.
Bill of Materials: Create bills of materials (BOMs). Break down finished goods into BOMs,
which describe constructions, packaging details, and other products always sold
together. Set up BOMs in the item table with a BOM description specifying items,
resources, quantities, and so on. You can batch jobs for calculating the direct unit cost
of the BOM. This granule also supports the building of kits, individual items that are
grouped or packaged together to create a special, single item. BOMs for kits can be
defined and assigned to items. Kits can be built and disassembled using the BOM
Journal.
Bin: Organize your warehouse by assigning items to bins, the smallest unit in the
warehouse logical structure. Bin assignment is done as the item journals or directly on the
document lines (does not apply to order lines).
Cycle Counting: Manage cycle counting, a basic method of verifying inventory record
data used to maintain and increase inventory accuracy. Set up cycle counting on the
item or SKU level.
Item Budgets: Make sales and purchase budgets on the customer, vendor, and item
levels, and in both amounts and quantities. Prepare and record a sales budget that can
serve as input to decision-makers in other operational areas, such as purchasing and
logistics. Decision-makers gain information about future expected demand they can use
for business discussions with the customers. After budgets are made, track the actual
sales performance by means of calculating the variance. The ability to move budgeted
figures between the system and Excel provides additional flexibility to the budgeting
process.
Item Cross References: Quickly and precisely identify the items a customer is ordering on
the basis of item numbers other than your own. Cross-reference information from
customers, vendors, and manufacturers, as well as generic numbers, universal product
codes (UPCs), and European article numbers (EANs) that can be stored and easily
accessed.
Kitting: In addition to the kitting features included in the Bills of Materials granule, kits can
be added to sales orders, managed using item tracking, reserved, and created using
instant production. Orders, tickets, packing slips, and invoices can display kit details.
Additional reporting is also provided for kit margins and availability calculations.
Standard Cost Worksheet: Efficiently review and update standard costs with this
worksheet. The standard cost worksheet provides a company’s controllers with a reliable
and efficient way to maintain accurate and up-to-date inventory costs. Work with
standard cost updates the same way you work with an Excel spread sheet but within the
framework of Microsoft Dynamics NAV. Because it provides an overview of the current

standard costs, the worksheet is a convenient place to prepare for a cost update
without the changes having an immediate effect in the system. Using the worksheet, you
can: * Carry out cost updates for both the purchased components and capacity by
using different sorting criteria in several worksheets simultaneously, and then later
consolidate them into one. * Get information that can help you identify and avoid
potential errors by simulating the cost of the manufactured item due to changes in
components and/or capacity use cost and then viewing the effect. * Help ensure that
you execute the changes at a given date and that any revaluation resulting from cost
changes is dealt with in the system.
3.11 Manufacturing
2.11.1 Basic Manufacturing
Production of Bill of Materials Create bills of materials and calculate standard cost. It is
required for configuration of all other Manufacturing granules.
Production Orders Create and manage production orders, and post consumption and
output to the production orders. After you have created a production order, you can
calculate net requirements based on that production order. Production Orders includes
a manual supply planning tool as an alternative to automatic planning. The Order
Planning window provides the visibility and tools you need to manually plan for demand
from sales lines and then to create different types of supply orders directly.
2.11.2 Agile Manufacturing
Agile manufacturing functionality is only available with the Advanced Management
edition.
Agile Manufacturing This granule enables you to run Agile Manufacturing, Supply
planning, and Capacity Planning granules.
Version Management Create and manage different versions of the manufacturing bill of
materials and routings. You must purchase the Basic Capacity Planning granule before
you can set up multiple versions of routings.
2.11.3 Supply Planning
Basic Supply Planning: Plan material requirements based on demand with support for
master production scheduling and materials requirements planning. Includes:
 Automatic production orders and purchase orders.
 Action messages for fast and easy balancing of supply and demand.
 Support for bucket-less and bucketed material requirements planning.
 Setup for items with their own reordering policy, including registration of whether they are
manufactured by or purchased from a third party.
2.11.4 Capacity Planning
Basic Capacity Planning: Add capacities (work centres) to the manufacturing process.
Set up routings and use these routings on production orders and in material requirements
planning. View loads and the task list for the capacities.

Finite Loading (only available with Advanced Management edition) - Manage finite
loading of capacity-constraint resources. Make more reliable plans by taking capacity
constraints into account so that no more work is assigned to a work centre than the
capacities can be expected to execute during a given time period. Used with the Order
Promising granule, Finite Loading also enables the system to calculate capable-to-
promise (CTP).
Machine Centres (only available with Advanced Management edition) - Add machine
centres as capacities to the manufacturing process.
Production Schedule View production orders and capacity loading in an integrated,
graphical Gantt chart. Reschedule operations by dragging and dropping in a graphical
interface to update the related production order data. This granule does not provide
new scheduling functionality. Instead, it enables you to use a graphical interface for
tasks otherwise done in tabular form in routings, task lists, load windows, and so on. By
consolidating existing data and functions for capacity planning and scheduling in one
graphical interface, this granule provides an improved overview and simplifies use for
different user roles. This granule is targeted at smaller manufacturing companies, so it
does not support the more advanced capacity planning features such as Finite Loading,
and it is best suited for a limited amount of concurrent production orders.
3.12 Multiple Currencies
Manage multiple currencies throughout the system, including payables and receivables,
general ledger reports, resource and inventory items, and bank accounts (when
integrated with the Cash Management granules). With Multiple Currencies, you can:
 Enter exchange rates and convert currency in full compliance with euro legislation
(including “triangulation”) in the European Monetary Union (EMU) countries.
Triangulation is the required method of currency conversion during the transitional
period of the euro.
 Perform currency conversion according to exchange rates that are stored and
maintained in the exchange rate table.
 Set up a currency in the exchange rate table and specify the format so that
amounts will always be shown in the correct format onall forms and reports
throughout the system.
 Enter exchange rates for a date or for a period in the exchange rate table.
 Calculate the exchange rate associated with the date on the transaction for each
conversion of a currency amount to a local amount.
 Save historical exchange rates in the exchange rate table to keep track of
fluctuations over a period of time.
 Transact business in any number of currencies for any customer and vendor. For
example, companies can issue an invoice in one currency and accept payment for
that invoice in a different currency.
 Manage currency conversion dynamically and help ensure efficient processing of
exchange rate updates.

 Store details of transactions involving receivables and payables in local and foreign
currencies so that aging and reports for receivables and payables can be printed in
local or foreign currency.
 Use the Exchange Rate Adjustment option to adjust receivables and payables and
post unrealized gains/losses to the general ledger.
At payment, gains/losses are realized, and corresponding postings are made in the
general ledger. If you use an additional reporting currency in the general ledger, the
Exchange Rate Adjustment option also adjusts the general ledger according to your
setup for each general ledger account.
3.13 Payables
2.13.1 Purchase Invoicing
Post and print vendor invoices and purchase credit memos with Purchase Invoicing,
which is fully integrated with General Ledger and Inventory.
Standard Purchases - Set up standard purchase document lines for a vendor, including
quantities, to minimize the data entry required for those vendors with whom you make
standard repetitive purchases, orders, invoices, and more. These standard lines can be
automatically inserted into a new order or invoice and then edited as needed.
2.13.2 Purchase Invoice Discounts
You can set up any number of invoice discount terms, for which you define a certain
minimum amount, discount percentage and/or a service charge depending on the size
of the invoice. You can do this in both local currency and in foreign currencies. The
discount is calculated on the individual purchase document lines and becomes part of
the net sum of the invoice.
2.13.3 Payables Management
 Place specific invoices on hold to stop payment until the purchase invoice is
approved. Alternatively, block specific transactions for a vendor if there is an
ongoing dispute with that vendor.
 Prioritize vendors so that you can define which vendors should be paid in which
order.
 Automatic suggestion of vendor payments based on due dates, vendor priority and
discount availability.
3.14 Project Management
Microsoft Dynamics NAV helps you profitably manage resources, budgets and jobs or
projects. Modules include:
2.14.1 Jobs
Keep track of usage on jobs and data for invoicing the customer. Manage both fixed-
price jobs and time-and-materials jobs.
One can also:
 Create a plan for a job with multiple tasks and task groupings. Each task can have a
budget and can be done for whatever period of time you need.

 Copy a budget from one job to another and set up a job-specific price list for
charging of items, resources, and general ledger account expenses to the job’s
customer.
 View suggested Work in Progress and ecognition postings for a job.
 Plan and invoice the job in a currency other than the local currency using Jobs
together with Multiple Currencies.
 Assign a specific job to a specific customer and invoice the job completely or
partially using Jobs together with Sales Invoicing.
2.14.2 Basic Resources
Keep track of resources and prices. Register and sell resources, combine related
resources into one resource group, or track individual resources. Divide resources into
labour and equipment and allocate resources to a specific job in a time schedule.
Capacity Management Plan capacity and sales, and manage usage statistics and
profitability of resources. Create your plan in a calendar system with the level of detail
and for the period of time that you need. Also monitor resource usage and get a
complete overview of your capacity for each resource with information about
availability and planned costs on orders and quotes.
Multiple Costs Manage alternative costs for resources and resource groups. The costs
can be fixed or based on an additional percentage or an additional fixed charge.
Define as many work types as you need.
3.15 Purchase Order Management
2.15.1 Purchase Invoicing
Set up, post, and print purchase invoices and purchase credit memos. This granule is
integrated with General Ledger and Inventory.
2.15.2 Purchase Invoice Discounts
Calculate invoice discounts automatically. The discount can differ from vendor to
vendor with different minimum amounts (also in different currencies) and different rates,
depending on the size of the invoice. The discount is calculated on the individual item
lines and becomes part of the net sum of the invoice.
2.15.3 Purchase Line Discounting
Work with vendor-specific purchase discounts (the percentage that the vendor will give
as a discount). With a line discount, you negotiate the percentage discount that the
vendor will give.
2.15.4 Purchase Line Pricing
Work with purchase prices that are vendor-specific (the prices negotiated with the
vendor). With a purchase price, you negotiate the actual prices with the vendor.

2.15.5 Purchase Order Management
Manage purchase quotes, blanket orders, and purchase order processes. Creating a
purchase order differs from creating a purchase invoice directly. The quantity available
is adjusted as soon as an amount is entered on a purchase order line, but it is not
affected by a purchase invoice until the invoice is posted. Use this granule to:
 Manage partial receipts.
 Receive and invoice separately and create prepayment invoices for the purchase
order.
 Use quotes and blanket orders in the purchase phase. (Quotes and blanket orders
do not affect inventory figures.)
2.15.6 Purchase Order Return Management
Create a purchase return order in order to compensate your own company for wrong or
damaged items. Items can then be picked from the purchase return order. You can set
up partial return shipments or combine return shipments in one credit memo and link
purchase return orders with replacement purchase orders.
2.15.7 Requisition Management
Automate the requisition process. Generate suggested purchases based on a variety of
data, such as minimum and maximum quantities and reorder quantities.
3.16 Receivables
2.16.1 Sales Invoicing
Sales Invoicing is fully integrated with General Ledger and Inventory, so you can post
and print customer invoices and sales credit memos.
 Receive notices informing you if a customer has exceeded their credit limit, is
blocked from further transactions due to a dispute, or has an overdue balance.
 Standard Sales - Set up standard sales document lines for a customer, including
quantities, to minimize the data entry required for those customers with standard
repetitive sales, orders, invoices, and more. These standard lines can be
automatically inserted into a new order or invoice and then edited as needed.
2.16.2 Sales Invoice Information Pane
 Instant access to and a good overview of the customer’s sales history, available
credit and shipping and contacts information.
 Information about item availability, substitutes, prices and discounts are contained in
a single view, which makes it easy to provide quick answers to customer questions.
 Invoice entry is expedited through, for example, a “copy to document” function that
is available directly from the sales history window.
2.16.3 Sales Invoice Discounts
You can set up any number of invoice discount terms, for which you define a certain
minimum amount, discount percentage and/or a service charge depending on the size
of the invoice. You can do this in both local currency and in foreign currencies. The

discount is calculated on the individual sales document lines and becomes part of the
net sum of the invoice.
2.16.4 Receivables Management
Send statements or reminders to customers with overdue balances. You can specify a
range of criteria, for example, when to send reminders to customers, how many
reminders should be sent and whether they should vary in character, interest and
additional fee amounts, and which currency should be used. Reminders can be created
manually or by the program.
Define an unlimited number of finance charge terms, for example, interest rates, grace
periods, minimum amounts, currency and so on. Finance charge memos can be
created manually or by the program.
3.17 Sales Order
2.17.1 Order Promising
Calculate availability and delivery dates. Find out if it is possible to deliver on a particular
date, or calculate a possible delivery date based on lead time or production time if you
have no inventory available.
2.17.2 Sales Invoicing
Set up, post, and print customer invoices and sales credit memos. This granule is fully
integrated with General Ledger and Inventory.
2.17.3 Sales Invoice Discounts
Calculate invoice discounts automatically. Set up any number of invoice discount terms,
including a certain minimum amount, discount percentage, and/or a service charge.
The discount is calculated on the individual item lines and becomes part of the net sum
of the invoice. Calculations can be done in both local and foreign currencies.
2.17.4 Sales Line Discounting
Work with customer discounts that are either customer-specific or customer-group-
specific so you can share a discount among several customers. Negotiate the discount
percentage for each customer or customer discount group.
2.17.5 Sales Line Pricing
Work with sales prices that are either customer-specific or customer-group-specific so
that you can share a price among several customers. Negotiate the actual prices with
the customer or customer price group.
2.17.6 Campaign Pricing
Work with sales prices and sales line discounts connected with specific campaigns. After
you have activated the prices/discounts, any customer or contact related to a
company currently in a segment associated with a given campaign can access the
price/discount associated with that campaign. Prices are valid for the life of the
campaign or until you decide to deactivate them. When you create a sales document

or service order, the campaign price/discount is included among the pricing reductions
available when Microsoft Dynamics NAV chooses the price to retrieve on the line.
2.17.7 Sales Order Management
Manage sales quotes, blanket sales orders, and sales order processes. Setting up an
invoice directly differs from setting up a sales order in which the quantity available is
adjusted as soon as an amount is entered on a sales order line. Quantity available is not
affected by an invoice until the invoice is posted. Use the Sales Order Management
granule to:
 Manage partial shipments.
 Ship and invoice separately.
 Create prepayment invoices for the sales order.
 Use quotes and blanket orders in the sales phase. (Quotes and blanket orders do not
affect inventory figures.)
2.17.8 Sales Return Order Management
This granule enables you to create a sales return order, so you can compensate a
customer for wrong or damaged items. Items can be received against the sales return
order. Create a partial return receipt or combine return receipts on one credit memo.
Link sales return orders with replacement sales orders.
2.17.9 Shipping Agents
Set up multiple shipping agents (for example, UPS, DHL, external carriers, or your own
carrier) and relate their services (express, overnight, standard) with shipping time. Use this
granule with sales orders and transfer orders.
3.18 Service Management
The following functionality is only available in the Advanced Management edition:
BRL Service Management This provides all the Microsoft Dynamics NAV Service
Management granules in one package at a very attractive price for easy configuration
with new Business Ready Licensing packages only. It includes Service Order
Management, Service Price Management, Service Item Management, Service Contract
Management, and Planning and Dispatching.
Planning and Dispatching: Assign personnel to work orders. Log details such as work
order handling and work order status is a part. For dispatching, manage service
personnel and field technician information and filter according to availability, skills, and
stock items. Gain an overview of service task prioritization, service loads, and task
escalations.
Service Contract Management Set up an agreement with the customer concerning
the service level to be delivered. With this granule, you can: * Maintain information on
contract history, contract renewal, and contract templates. * Manage warranty details
on service items and spare parts. * Record details on service levels, response times, and
discount levels, as well as on the service history of each contract, including used service

items and parts and labour hours. * Measure contract profitability. * Generate contract
quotes. It is recommended that you also use the Service Order Management and
Service Item Management granules.
Service Item Management Record and keep track of all your service items, including
contract information, component management, and BOM reference and warranty
information. Use the Trends cape Analysis feature to view key performance indicators on
the service item in a given time frame.
Service Order Management Register your after-sales issues including service requests,
services due, service orders, and repair requests. Service requests can be initiated by the
customer or created automatically according to the terms in your service agreement.
Data can be entered in the service orders by a call centre employee or by your repair
shop. You can also use this granule to register impromptu or one-off service orders.
Register and manage equipment loaned to customers. Get a complete history of your
service orders and service order quotes through the Service Order Log.
Service Price Management Set up, maintains, and monitors your service prices. Set up
price groups based on different criteria—such as the service item (or several item
groups), the service task involved, or the type of fault—for a limited period of time, or for
a specific customer or currency. Define price calculation structures that include all
parameters involved in providing service—for example, the parts used, the different work
types, and the service charges. The system automatically assigns the correct price
structure to the service orders that match the service price group criteria. You can also
assign fixed prices, minimum prices, or maximum prices to service price groups and view
statistics about the profitability of each service price group.
3.19 Supply Chain Management
Alternate Ship: Set up ship-to addresses for a specific customer when the customer has
multiple invoicing and ship-to addresses.
Basic Receivables Set up and maintain the customer table. Post sales transactions in
journals and manage receivables; register customers and manage receivables using
general journals. Together with Multiple Currencies, this granule can post sales
transactions and manage receivables in multiple currencies for each customer. Basic
Receivables is integrated with Basic General Ledger and Inventory and is required for
the configuration of all other Sales and Receivables granules. Sales Invoicing is also
frequently used with this granule. Always use this granule when your solution requires a
customer table.
Calendars Set up calendars with working and non-working days. Assign a base
calendar to customers, vendors, locations, companies, shipping agent services, and the
service management setup—and make changes to each as necessary. Calendar
entries will be used in date calculations on sales orders, purchase orders, transfer orders,
production orders, service orders, and requisition and planning worksheets.

Campaign Pricing Work with sales prices and sales line discounts connected with
specific campaigns. After you have activated the prices/discounts, any customer or
contact related to a company currently in a segment associated with a given
campaign can access the price/discount associated with that campaign. Prices are
valid for the life of the campaign or until you decide to deactivate them. When you
create a sales document or service order, the campaign price/discount is included
among the pricing reductions available when Microsoft Dynamics NAV chooses the
price to retrieve on the line.
Order Promising Calculate availability and delivery dates. Find out if it is possible to
deliver on a particular date, or calculate a possible delivery date based on lead time or
production time if you have no inventory available.
Sales Invoicing Set up, post, and print customer invoices and sales credit memos. This
granule is fully integrated with General Ledger and Inventory.
Sales Invoice Discounts Calculate invoice discounts automatically. Set up any number
of invoice discount terms, including a certain minimum amount, discount percentage,
and/or a service charge. The discount is calculated on the individual item lines and
becomes part of the net sum of the invoice. Calculations can be done in both local and
foreign currencies.
Sales Order Management Manage sales quotes, blanket sales orders, and sales order
processes. Setting up an invoice directly differs from setting up a sales order in which the
quantity available is adjusted as soon as an amount is entered on a sales order line.
Quantity available is not affected by an invoice until the invoice is posted. Use the Sales
Order Management granule to:
 Manage partial shipments.
 Ship and invoice separately.
 Create prepayment invoices for the sales order.
 Use quotes and blanket orders in the sales phase. (Quotes and blanket orders do not
affect inventory figures.)
3.20 Supply Planning
2.20.1 Basic Supply Planning
 Order promising provided for both available-to-promise (ATP) and capable-to-
promise (CTP)
 Multi-location planning facilitates efficient information and material flow through the
supply chain
 Intelligent MRP scheduling (incl. regenerative, net change, and action message
planning)
 Interactive action messaging—for the immediate balancing of supply and demand
 Simultaneous planning of materials, capacities, and costs
 Item availability windows allow planners to instantly view the results of MRP
 Multiple worksheets for reviewing various production options
 Make or buy decisions implemented on the fly

 Variants in planning
2.20.2 Demand Forecasting
 Forecast and Master Production Schedule (MPS)
3.21 Warehouse Management
This application is only available with the Advanced Management edition and includes:
Automated Data Capture System: Capture data automatically. Keep data accurate,
even in a hectic environment. Uses Application Server and supports some of the
workflows in Warehouse Management Systems that enables warehouse automation.
Bin Setup: Easily set up and maintains your bins by defining both the layout of your
warehouse and dimensions of your racks, columns, and shelves; set up and maintain
your planning parameters by defining the limitations and characteristics of each bin.
Internal Picks and Put-away: Create pick and put-away orders for internal purposes,
without using a source document (such as a purchase order or a sales order). For
example, pick items for testing or put away production output.
Warehouse Management Systems: Manage items on a bin level. Receive and put
away items in a bin; pick items from a bin according to a put-away template; and pick
items based on the zone and bin ranking. Move items between bins using a report for
optimizing the space usage and the picking process or move items manually.
Warehouse instruction documents are created for the pick and put-away process,
which can be carried out for sales, purchase, transfers, returns, and production orders.
Service Orders is not included. To effectively use this granule, it is recommended that you
also purchase the Put Away, Warehouse Receipt, Pick, and Warehouse Shipment
granules.

3. RetailOn Multi Vendor MarketPlace
After the mega success of RetailOn SubCom, we proudly bring you the ultimate marketplace
extension RetailOn MVM2.0 with which you can convert your ecommerce store to a full
blown ecommerce mall.
5 reasons you should convert your store into a multivendor setup:
Leverage your network of co-sellers by inviting them onto your platform
Earn commissions on the sales done by your authorized vendors
Create differentiated pricing for same product by multiple vendors
Provide vendors a branding platform including social commerce
Create tiered membership for your subscribed vendor
5 reasons your vendors would love it:
Personalized vendor dashboards to manage their own stores
Single Click change of theme
Bulk product imports including bulk image uploads
Create auctions, vouchers and coupons
Get sales reports and trend predictions of hottest selling products
5 reasons your customers would love it:
Get a virtual window shopping experience
Compare product prices from different vendors before buying
Leave product and vendor reviews
Share the shopping experience on Social Platforms
Sort vendors by proximity of location
With the help MultiVendor MarketPlace extension admin can create vendors to a particular
site and provide the vendors with necessary privileges and the resources to add and modify
the products for that particular vendor and provide the vendor the necessary facilities to get
notified when an order is placed on vendors product. It also helps in the case of
veondos/sellers when website owner doesn't want to give server/database access to
vendors for bulk image upload. Vendors can Upload image in bulk using zipped files from
Magento Backend. No need of database/server access to put images in media/import
directory manually and then using csv file for bulk product import.
Feature List:
Vendors can Upload/Edit/Delete their own Product
Vendors will be notified when their product is purchased.
Vendors can see orders on their own product.
Allocation of different resources to vendors.
Option to notify vendors when his/her product is purchased.
Update bulk products using csv file.
Vendors can upload Bulk Images.
Allocation of different resources to vendors.
Providing different privileges to vendors.
Vendor’s name on product details page.
Option to notify vendors when his/her product is purchased.
On what stage the vendors should be notified.
Email From-Name.
Update bulk products.

Update bulk price on all products.
Upload Bulk Image
3.1 Creating a Vendor-Role
Once the extension is installed the next step in using the extension is that the admin has to
create a role for the vendor. To create a Role for the vendor in System menu goto
Permissions->Roles and the following window will appear and to Click on the “Add New
Role” button

3.2 Assigning Appropriate Resources to the Vendor-Role
While creating the new Role to the vendor the role name can be given as Vendor and
appropriate Role
Resources can be allocated. In this example we have allocated only Manage Products to
this role.
After allocating the appropriate resources save the Role using the “Save Role” button
provided.

3.3 Creating an User Account for the Vendors
Now for each Vendor create an user with his Role as the Vendor. For this step go again to the
System Menu and Permission->User and fill in the appropriate information with an User Name
and Password and in the User Role select Vendor as the Role Name and Save the user. And
you are all set to log in as Vendor User.
3.4 Logging-In as Vendor and Performing a Sample Operation
An User account for the Vendor has been created now log in with the Vendor User name
and password and in next window that appears we perform a sample operation for
demonstration purpose, to perform this sample operation click on “Add Product” button.
And fill in the fields appropriately and save the product.

3.5 E-Mail Demo
When the customer orders a product on the site , and when the order is in processing
stage the vendor is notified by an e-mail. The sample is shown below
3.6 Displaying Vendor-Orders
customer orders can be displayed in the sales menu and products can also be
manipulated in the catalog menu.
3.7 Uploading Bulk Image
With this extension comes an additional feature to upload images for the product in
bulk. Which will reduce the time to reduce the time required to upload an image for

each and every product. In order for the Vendor to use this feature the vendors must
be allocated appropriate resources as in section 3. The resource which must be
allocated is “Product Images” which is shown in the below figure
3.8 Uploading The Images
If the resources are allocated to the Vendor-User then the vendor can upload bulk
images in the Upload
Menu Upload->Product Images. The images must be included in zip file to be
uploaded.

3.9 URLs
MVM URL: http://mvm2.com/
Front end Demo: http://mvm2.com/magento
Backend Demo: http://mvm2.com/magento/admin [User: admin, Pass: admin123]
Documentation: http://www.slideshare.net/retailon/retailon-multi-vendor-marketplace-
magento-extension
Magento Connect URL: http://www.magentocommerce.com/magento-
connect/retailon-multivendor-market-place.html
RetailOn Store URL: http://store.retailon.net/multi-vendor-marketplace.html
Facebook: https://www.facebook.com/pages/MVM/354022231436207
3.10 Summary
Adding Multi-Vendor Marketplace extension in Magento, the web store converts in to
a full-fledged marketplace where multiple vendors can sell their products. Vendors
manage their products and orders but finally admin controls the marketplace.

Key Contacts
Ramesh Kumar
CEO & Founder
Skype: Ramesh.RetailOn
Email: Ramesh@RetailOn.net
Whatsapp & Mobile: +91 9739721850
4th Floor, 535 Fifth Avenue, New York City, New York 10017, United States
https://www.facebook.com/ramesh.kumar1
Pragyan Priyadarshani
COO & Cofounder
Skype: Priya.RetailOn
Email: Priya@RetailOn.net
Whatsapp & Mobile: +91 9538374000
RetailOn, 3rd Floor, 2nd Block, HM Tech Park, Whitefield, Bangalore – 560066
https://www.linkedin.com/in/pragyanpriyadarshani

B2B Marketplace feature list using Magento, Dynamics NAV & MVM from retailon

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