NavTech AI Sales Agent

AI in ERP - The Smarter Way to Work

Dynamics 365 Business Central offers AI-based tools designed to perform tasks and work with data in the ERP system. Since AI is becoming an integral part of the way we work, combining the power of a modern ERP system with the endless possibilities by artificial intelligence, we do much more - for less time, without compromising on quality.

Copilot

Copilot is Microsoft’s conversational assistant which functions as your work partner. You use natural language to chat with Copilot and request the information or action you need. Copilot then interacts with your data and gives you the insights you need, helps you analyze data, come up with creative ideas, etc.

AI Agents

AI Agents are similar to autonomous co-workers. They work on behalf of the user, performing actions with minimal human intervention. AI Agents follow logic, rules and models in their core, enabling them to make decisions, execute task and adapt to changing contexts with speed and precision.

Introducing NavTech AI Agent for Business Central ERP

You can easily achieve multiple results with the application like:

Оptimization of business processes performed in the warehouse or store
Аchieve high productivity
Мinimize human error by barcode scanning of goods and products
Мinimum time to perform processes requiring a non-functioning warehouse or store
Centralized and fast software updates
Quick access to business data
Preparation of reports and analyses in real-time
Support for different languages for work
Easily send tasks to the mobile users of the application

The application has four standard modules which could be easily changed by the customer business needs.

Standard Functionality

Module Purchases

The module includes standard document processing functionality for the Purchases Module in
Dynamics NAV / Business Central 365:

Processing of a document such as “Purchase Order”;
Processing of a document such as “Purchase Invoice”;
Processing of a document of the type “Purchase Credit Memo”;
Мinimum time to perform processes requiring a non-functioning warehouse or store
Processing of a document of the type “Purchase Return Order”;

The processing of all documents includes the following functionalities:

Location filter for application users;
View all documents from mobile users or view only documents sent by an administrator for processing;
Form for scanning by all types of documents;
Option to automatically add lines that do not participate in the document being scanned;
Option to receive / process items without barcode, by selecting the order of the processing form;
Option to enter or generate Lot No. / Expiration date / Serial No. depending on the item tracking setting;
Ability to print a label with quantity from WiFi / Bluetooth printer (Includes 1 client design with up to 10 fields of the document / item / tracking data);
Ability to post the document by a mobile user or return to the administrator for further processing;
Ability to cancel/undo scanning data by mobile users;

Additional functionalities

View “Item list” / “Item card” and availability in the locations to which the user has access;
Review of “Vendor List” / “Vendor Card”;

Review of “Purchased Invoices”;
Review of “Posted Purchase Credit Memos”;
Documentation for working with the module;

All functionalities are optional and can be hidden depending on the customers’ needs. All standard forms can be displayed in the role center of mobile users.

Sales Module

Processing of documents

The module includes standard document processing functionality for the Sales Module in
Dynamics NAV / Business Central 365:

Processing of a document of type "Sales Order";
Processing of a document of the type "Sales Invoice ";
Processing of a document such as "Credit Memo ";
Processing of a document of the type "Return Order ";
Processing of the document "Shipment Order" to related sales documents;

The processing of all documents includes the following functionalities:

Location filter for application users;
View all documents from mobile users or view only documents sent by an administrator for processing;
Option to create a new sales document by a mobile user and select a sales customer and fill in basic data about the document;
Form for scanning all types of documents;
Option to automatically add lines that do not participate in the document being scanned;
Option to receive / process items without barcode, by selecting the order of the processing form;
Option to select Lot No. / Expiration date / Serial No. depending on the item tracking setting;
Ability to print a label with quantity from WiFi / Bluetooth printer (Includes 1 client design with up to 10 fields of the document / item / tracking data);
Ability to post the document by a mobile user or return to the administrator for further processing;
Ability to cancel scanning data by mobile users;

Additional functionalities

View "Item List" / "Item Card" and availability in the locations to which the user has access;
Review of "Customer List" / "Customer Card";
Review of "Posted Sales Invoices" and the ability to print in PDF of the posted document;

Review of "Posted Credit Memos" and the ability to print in PDF of the posted document;
View customer sales history for a period;
Ability to create a “Sales Order” from a form for reviewing the sales history of a customer;
Documentation for working with the module;

All functionalities are optional and can be hidden depending on the customers’ needs. All standard forms can be displayed in the role center of mobile users.

Warehouse Module

Processing of documents

The module includes standard document processing functionality for the Warehouse module in
Dynamics NAV / Business Central 365:

Processing of the document "Incoming Transfer Order";
Processing of the document "Outgoing Transfer Order";
Processing of the document "Outgoing Transfer Order";
arrying out "Warehouse Phys. Inventory" from the mobile device;
Work with the “Reclassification” journal from the mobile device;

The processing of all documents includes the following functionalities:

Location filter for application users;
View all documents from mobile users or view only documents sent by an administrator for processing;
Option to create a new document for transfer from a mobile user and select a location for transfer from and transfer to and fill in basic data about the document;
Form for scanning by all types of documents;
Option to automatically add lines that do not participate in the document being scanned;
Option to receive / process items without barcode, by selecting the order of the processing form;
Option to select Lot No. / Expiration date / Serial No. depending on the item tracking setting;
Ability to print a label with quantity from WiFi / Bluetooth printer (Includes 1 client design with up to 10 fields of the document / article / tracking data);
Ability to post the document by a mobile user or return to the administrator for further processing;
Ability to calculate the “Phys. Inventory” journal by the mobile user of the application;
Ability to add new lines to the Reclassification journal;
Ability to cancel/undo scanning data by mobile users;

Additional functionalities

View "Item List" / "Item Card" and availability in the locations to which the user has access;
Review of "Posted Warehouse Shipments";

Review of "Posted Warehouse Receipts";
Automatic generation of corrective transfers upon receipt of a larger quantity and upon receipt of a smaller quantity;
Documentation for working with the module;

All functionalities are optional and can be hidden depending on the customers’ needs. All standard forms can be displayed in the role center of mobile users.

Manufacturing Module

Processing of documents

The module includes standard document processing functionality for the Manufacturing module in
Dynamics NAV / Business Central 365:

Processing of production orders in the journal "Output Journal";
Processing of production orders in the journal "Consumption Journal“;

The processing of all documents includes the following functionalities:

Location filter for application users;
View all documents from mobile users or view only documents sent by an administrator for processing;
Form for scanning in the journal "Consumption";
Option to select Lot No. / Expiration date / Serial No. depending on the item tracking setting;
Ability to print a production label with a quantity of WiFi / Bluetooth printer (Includes 1 customer design with up to 10 fields of the document / item / tracking data);
Ability to post the logs by a mobile user or return to the administrator for further processing;
Ability to cancel scanning data by mobile users;

Additional functionalities

View "Item List" / "Item Card" and availability in the locations to which the user has access;
Review of "Released Prod. Orders“;

Review of "Routings" by released production orders;
Review of "Components" for released production orders;
Documentation for working with the module;

All functionalities are optional and can be hidden depending on the customers’ needs. All standard forms can be displayed in the role center of mobile users.

Main functionalities

The main functionalities of the application are an integral and mandatory part of the application. The modules desired by the customer are added to the main functionalities and then modified according to the customer's needs.

The main functionalities of the module include:

Login form in the application;
Roles assigned to users, depending on which user access is restricted;
Ability to set roles from the administrative panel of the application;
Ability to work with the application in different languages - as standard the application is delivered in one language - Bulgarian or English;
Connection to the Dynamics NAV / Business Central application via Web Services;
Responsive design designed for personal computers / tablets / mobile phones and mobile barcode devices;

Ability to work in different companies on the database - select a company when logging in to the application. A default company for users can also be set;
Ability to filter the content in all list forms of the application;
Ability to sort the content in all list forms of the application;
Ability to quickly and easily add missing fields and change the order of fields by a consultant / programmer without the intervention of an employee of Ytuitive;
Android mobile application with setting for connection to a mobile printer and processing of scanned data from the mobile device;
Documentation for working with the application;

All functionalities of the application can be completely changed according to the customer's business processes. New modules built entirely for the customer can also be added;

NavTech AI Sales Agent