Print shelf labels (Retail essentials)

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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

This topic explains how to generate and print shelf labels to put on a store rack or shelf where items are displayed or stored. A shelf label can contain information about a product, for example the product name, size, and color. However, a shelf label can’t contain the batch number, serial number, or expiration date.

You can generate shelf labels when the price or comparison price of a product has changed in a store. To do this, you must assign shelf label reports to the relevant retail products, either individually or by category. The shelf label reports provide the information that Retail essentials needs to print the labels. For more information about how to assign shelf label reports to products, see Set up retail products (Retail essentials).

You can generate shelf labels for all products or only for released products; for one product at a time or for categories of products. You can also generate shelf labels for the products that are included in a purchase order or a transfer order.

Prerequisites

The following tasks must be completed before you can generate and print shelf labels:

  • Before you can set up printing for shelf labels, a system administrator must enable menu items for Retail essentials. For more information, see Enable label printing (Retail essentials).

  • Select options in the Retail shared parameters form to specify how labels should be generated for brick-and-mortar stores. (On the area page, under Channels, click Setup > Retail shared parameters.) For more information about the options in this form, see Retail shared parameters (form).

  • Select the reports that can be used to generate labels. For more information, see the following section, “Set up shelf label reports.”

Set up shelf label reports

Before you print shelf labels, you must select the reports that can be used to generate labels. The label reports contain information such as bar codes, prices, and other relevant data, and also specify the size of the labels to print and the orientation of the label page. After label reports are set up in this step, users select which report to use every time they generate labels.

  1. Click Retail essentials > Inventory management > Setup > Bar codes and labels > Shelf label reports.

  2. In the Shelf label report setup form, in the Report name field, select the shelf label report to use. The Report name field contains a list of the reports that are available. Add as many shelf label reports as you need for your products.

    Note

    Based on the requirements of the business, you can also create new reports and add them to the list of reports that are available.

Use the procedures in this section to generate, print, and view shelf labels from the Shelf label printing form.

Generate and print the labels

  1. Click Retail essentials > Inventory management > Setup > Bar codes and labels > Print shelf labels.

  2. In the Shelf label printing form, in the Store number field, select a store. Select the date that the labels become valid.

  3. Click Create label by product. In the Create labels form, enter information about the store and products, and then click OK.

  4. In the Shelf label printing form, in the Quantity field, enter or modify the number of labels to print for the product.

  5. Click Print labels.

  6. Select the printer to use to print the shelf labels, and then click OK.

    After the labels are printed, the number of labels that were printed is displayed in the Printed quantity field.

View the labels

You can view a list of labels for which printing is pending or a list of labels that have already been printed. To view shelf labels, follow these steps:

  1. Click Retail essentials > Inventory management > Setup > Bar codes and labels > Print shelf labels.

  2. In the Shelf label printing form, click Labels to print to view a list of labels that are set up to be printed. Click Printed labels to view a list of labels that have already been printed.

First, follow the steps in the “Prerequisites” and “Set up shelf label reports” sections earlier in this topic. Then, you can generate shelf labels for one or more products at the same time from any of the following forms:

  • Released product details

  • Purchase order

  • Transfer orders

Generate shelf labels for released products

  1. Click Retail essentials > Merchandising > Released products by category.

  2. In the Released product details form, select a product, and then, on the Action Pane, on the Retail tab, in the Functions group, click Print shelf labels.

  3. In the Print shelf labels form, in the Report name field, select the shelf label report to use to generate the shelf labels for the selected product.

  4. To generate shelf labels for additional products, click Add products. Then, in the Add products form, select the products that you want to add, and then click Add. Click OK to add the selected products to the Print shelf labels form.

    To remove products from the list, in the Print shelf labels form, select the products in the list, and then click Remove.

  5. In the Quantity field, enter the number of labels that you want to generate for each product.

  6. Click Print labels.

  7. Select the printer to use to print the shelf labels, and then click OK.

    After the labels are printed, the number of labels that were printed is displayed in the Printed quantity field.

Generate shelf labels for products in a purchase order

You can generate the labels for products in a purchase order at any time in the purchase order life cycle.

  1. Click Retail essentials > Inventory management > All purchase orders. On the All purchase orders list page, double-click a purchase order that is assigned an approval status of Confirmed, or confirm a purchase order.

    Note

    To confirm a purchase order, create a new purchase order or select an open purchase order. Then on the Action Pane, on the Purchase tab, in the Generate section, click Confirm.

  2. In the Purchase order form, on the Action Pane, on the Receive tab, in the Generate section, click Product receipt.

  3. In the Posting product receipt form, on the Parameters tab, select the Print shelf labels check box.

  4. On the Overview tab, in the Update field, enter the product receipt number for each line, and then click OK.

    After the receipt is posted, the Print shelf labels form opens.

  5. In the Print shelf labels form, in the Report name field, select the shelf label report to use to generate the shelf labels for the products in the purchase order lines.

    Only the products that are included in the purchase order are included in the list on the form. You can remove selected products from the list if you don’t want to print shelf labels for them.

  6. In the Quantity field, enter the number of labels that you want to generate for each product.

  7. Click Print labels.

  8. Select the printer to use to print the shelf labels, and then click OK.

    After the labels are printed, the number of labels that were printed is displayed in the Printed quantity field.

Generate shelf labels for products in a transfer order

You can generate shelf labels for products that you ship in a transfer order. You can also generate shelf labels for products that are received from a transfer order.

For information about how to create a transfer order, see Set up transfer order lines. For information about how to receive a transfer order, see Receive transfer orders.

Generate shelf labels for products shipped in a transfer order

  1. Click Retail essentials > Inventory management > Transfer orders.

  2. In the Transfer orders form, select a transfer order in the list that has a transfer status of Created, or create a new transfer order.

    If you select an existing transfer order, on the Overview tab, change the Ship date field and the Receipt date field, if you need to.

  3. On the top menu, click Posting > Ship transfer order.

  4. In the Shipment form, enter the appropriate information to ship the order, and then on the Overview tab, do the following:

    • In the Update field, select the appropriate value for the shipment.

      For more information about the different values in the drop down list, see Transfer order shipment (form).

    • Select the Edit lines check box if appropriate.

      For more information about when to select the Edit lines check box, see Transfer order shipment (form).

    • On the General tab, select the Print shelf labels check box.

    • Click OK.

  5. In the Print shelf labels form, in the Report name field, select the shelf label report to use to generate the shelf labels for the transfer order line items.

    Only the line items that are included in the transfer order are included in the list in the Transfer orders form. You can remove line items from the list if you don’t want to print shelf labels for them.

  6. In the Quantity field, enter the number of labels that you want to generate for each line item.

  7. Click Print labels.

  8. Select the printer to use to print the shelf labels, and then click OK.

    After the labels are printed, the number of labels that were printed is displayed in the Printed quantity field.

Generate shelf labels for products received from a transfer order

  1. Click Retail essentials > Inventory management > Transfer orders.

  2. In the Transfer orders form, select a transfer order in the list that has a transfer status of Shipped.

  3. On the top menu, click Posting > Receive.

  4. In the Receive form, enter the appropriate information to ship the order, and then, on the Overview tab, do the following:

    • In the Update field, select the appropriate value for the shipment.

      For more information about the different values in the drop down list, see Transfer order shipment (form).

    • Select the Edit lines check box if appropriate.

      For more information about when to select the Edit lines check box, see Transfer order shipment (form).

    • On the General tab, select the Print shelf labels check box.

    • Click OK.

  5. In the Print shelf labels form, in the Report name field, select the shelf label report to use to generate the shelf labels for the transfer order line items.

    Only the line items that are included in the transfer order are included in the list in the Transfer orders form. You can remove selected line items from the list if you don’t want to print shelf labels for them.

  6. In the Quantity field, enter the number of labels that you want to generate for each line item.

  7. Click Print labels.

  8. Select the printer to use to print the shelf labels, and then click OK.

    After the labels are printed, the number of labels that were printed is displayed in the Printed quantity field.

See also

Enable label printing (Retail essentials)

Print product labels (Retail essentials)

Create a purchase order