About retail stores

Article
04/11/2023

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack

Microsoft Dynamics AX 2012 for Retail supports multiple retail channels, including online stores, online marketplaces, and brick-and-mortar stores. In Retail, a brick-and-mortar store is called a retail store. Each retail store can have its own payment methods, price groups, point-of-sale (POS) registers, income accounts and expense accounts, and staff.

Note

Microsoft Dynamics AX 2012 R3 also supports call centers as a type of retail channel. For more information about how to set up call centers, see Set up a call center.

After you create a retail store, you assign the products that you want the store to carry. You also assign employees, registers, and customers to the store. Finally, you add the new store to an organization hierarchy.

Setting up retail stores

Before you can set up a retail store, you must complete some prerequisite tasks. After you complete these tasks, you can create a retail store and add details.

Prerequisites

The following table shows the tasks that you must complete before you can set up a retail store in Microsoft Dynamics AX. The first column in the table describes the task. The second column contains a link to a topic that describes how to complete the task.

Task	Topic
Configure your organization structure and set up organization hierarchies for retail assortments, replenishment, and reporting.	Create or modify an organization hierarchy
Set up a warehouse to represent the retail store.	Set up a retail store
Set up number sequences for retail stores, store statements, and statement vouchers.	Set up number sequences
Configure parameters for Retail.	Retail parameters (form) Retail shared parameters (form) Retail scheduler parameters (form)
Set up the methods of payment that the store accepts. To process credit card transactions at retail point-of-sale (POS) registers, you can also set up payment services.	Set up payment methods for an organization Set up Payment Services
Set up sales tax groups.	Set up and use a sales tax group
Set up retail products. Setting up retail products includes setting up retail product hierarchies, product variants, and product assortments.	Setting up retail products Set up a retail hierarchy Set up sizes, colors, and styles Set up an assortment
Set up product price groups.	About setting prices by using price groups
Set up retail product pricing. Setting up retail product pricing includes setting up price adjustments, discounts and discount periods.	Setting up price adjustments and discounts
Set up staff members. Note You must also assign appropriate permissions to the workers, so that they can log on and perform tasks by using the Microsoft Dynamics AX for Retail POS system.	Set up staff members
Configure the Retail POS profiles to assign to the store. Configuring Retail POS profiles includes many tasks, such as, setting up registers, setting up offline profiles, and setting up receipt formats and profiles. Review all of the tasks included in these topics and complete all of the tasks that apply to you.	Set up and assign functionality profiles Setting up Retail POS

Set up a retail store

After you complete the prerequisite tasks, complete these tasks to set up the details for the retail store.

Task	Topic
Create a retail store.	Set up a retail store
Assign a sales tax group to the store.	Assign sales tax groups to stores
Assign the accepted payment methods to the store.	Set up store payment methods
Add details to the product descriptions for products that you offer in your retail stores. For example, you can add rich text and images. The additional product details can be viewed in various contexts, such as on the point-of-sale register or on printed labels. Note This step applies only if AX 2012 R3 is installed.	Add and update product attributes for retail channels
Add the store to an organization hierarchy that is assigned to a purpose of Retail assortment, Retail replenishment and Retail reporting. For more information about using organization hierarchies for retail purposes, see the Organization hierarchies section later in this topic.	Create or modify an organization hierarchy

After you set up a retail store

After you enter the details for the retail store, complete these tasks to send the new retail store data to Microsoft Dynamics AX for Retail POS.

For more information about how to configure Retail POS, see Point of Sale.

Task	Topic
Configure the point of sale (POS) registers for the store.	Set up registers
Assign product assortments to the store. Note You can assign the retail store to an existing assortment or create a new assortment for the retail store.	Set up an assortment
Process assortments to generate the list of products that are included in the assortment and to make the products available in the retail store.	Configure the retail assortments job
Send data such as number sequences, hardware profiles, POS screen layouts, and so on to the Retail POS registers.	Deploy Retail POS Note If AX 2012 R3 is installed, see Mass deploy Retail components.
Run the jobs to send the store data to Retail POS.	Configure jobs and subjobs in Retail Scheduler
Publish the retail store to send store data to Retail POS. Note This step applies only if AX 2012 R3 is installed.	Set up a retail store

Organization hierarchies

Retail uses organization hierarchies in Microsoft Dynamics AX to structure retail channels. Organization hierarchies represent the relationships between the organizations that make up your business. When you set up stores, you can add them to an organization hierarchy. The stores then share data that is used for assortments, replenishment, and reporting.

When you create an organization hierarchy, you assign a purpose to it. The purpose indicates how the hierarchy is used in the business structure. You can create one organization hierarchy for your store operations, and use that hierarchy for assortments, replenishment, and reporting. Alternatively, you can create a separate organization hierarchy for each purpose. You can also create multiple hierarchies with the same purpose and assign a channel to each of those.

After you set up the organization hierarchy and assign stores to it, you use the hierarchy to determine which stores you can distribute assortments to or replenish stock for. For example, you configure an organization hierarchy and assign a purpose of Retail assortment to it. Then, when you must distribute assortments to retail channels, you can select only the retail channels that are included in this organization hierarchy.

For more information about how to set up an organization hierarchy, see Create or modify an organization hierarchy.