About retail hierarchies (Retail essentials) [AX 2012]

Updated: October 2, 2014

Applies To: Microsoft Dynamics AX 2012 R3

You can create a retail category hierarchy to organize the products that you sell through your retail channels. Retail product hierarchies can be used to categorize or group products. These products can then be used to create product assortments and customer loyalty programs. You can also assign product attributes and properties, assign a pricing structure, include the products in product promotions, and use the products for reporting. You can create one retail category hierarchy to represent all the products and categories in your organization, and then use that category hierarchy for multiple purposes. Alternatively, you can create multiple retail category hierarchies for special purposes, such as product promotions.

When you create a retail product hierarchy, you must assign a category hierarchy type to identify the purpose of the category hierarchy. For example, only product hierarchies that are assigned the Retail vendor product hierarchy type are referenced when you import product data from retail vendors.

The following table lists the types of retail category hierarchies that are available, and the general purpose of each type.

Category hierarchy type


Retail product hierarchy

Use this hierarchy type to define the overall product hierarchy for your organization. You can use this hierarchy type for merchandising, pricing and promotions, reporting, and assortment planning. Only one retail product hierarchy can be assigned this hierarchy type.

Supplemental retail hierarchy

Use this hierarchy type for any additional retail category hierarchies that you want to create. For example, in the spring, you have a promotion for swimwear. Therefore, you include your swimwear products in a separate category hierarchy and apply the promotional pricing to the various product categories.

Retail vendor product hierarchy

Use this hierarchy type when you import product data from vendors. You can create a product category hierarchy for a vendor, and then map the product categories for the vendor to your retail product categories.

By using a retail category hierarchy to structure your products, you can set up and maintain product attributes and properties at the category level. These attributes and properties include settings for product dimensions and point of sale (POS) settings. Any products that you assign to the categories automatically inherit the attributes and properties that you define. You can also copy the property settings for any product to multiple products in a selected category at the same time.

Retail category hierarchies use the category hierarchy features in Microsoft Dynamics AX. For general information about how to use category hierarchies, see About category hierarchies.

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