Assign a screen layout (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

When you set up Microsoft Dynamics AX for Retail POS registers for Retail essentials, you can specify how the screen appears to your workers. When you set up a register, you select the ID of the screen layout that the register uses. You can also assign screen layouts to specific stores or specific workers. This topic explains how to assign a screen layout to one or more stores, registers, or workers.

When Retail essentials starts, it determines which screen layout to display. For example, you assign one screen layout to a specific store, another layout to a specific register, and another layout to a specific worker. In this case, Retail essentials uses the following order to determine the appropriate layout:

  1. Worker

  2. Register

  3. Store

Note

In Retail essentials, the form that you use to complete this task includes a subset of the controls that are available for other configurations of Retail. If a topic about this form describes controls that you don't see, it may be because you’re using Retail essentials.

Assign a screen layout to a store

Use this procedure to assign a screen layout to one or more stores.

  1. Click Retail essentials > Channels > Retail stores.

  2. On the Retail stores page, select the store to assign a screen layout to, or click Retail store on the Action Pane to create a new store.

  3. In the Stores form, on the Screen layout FastTab, click Add.

  4. In the Screen layout ID field, select a screen layout.

Assign a screen layout to a register

Use this procedure to assign a screen layout to one or more registers.

  1. Click Retail essentials > Channels > POS registers.

  2. On the POS registers page, open the register to assign a screen layout to, or click Register on the Action Pane to create a new point-of-sale (POS) register.

  3. In the POS registers form, on the Display FastTab, in the Screen layout ID field, select a screen layout.

Assign a screen layout to a worker

Use this procedure to assign a screen layout to one or more workers.

  1. Click Retail essentials > Channels > Retail stores.

  2. On the Retail stores page, select the store that includes the staff member to assign a screen layout to.

  3. On the Action Pane, on the Setup tab, in the Workers group, click Workers.

  4. In the Workers form, open the worker record to modify.

  5. Click the Retail link, and then, in the Screen layout ID field, add or update a screen layout.

See also

Setting up screen layouts (Retail essentials)

Set up a screen layout (Retail essentials)

Design a screen layout (Retail essentials)