Set up store locator groups (Retail essentials) [AX 2012]

Updated: April 30, 2014

Applies To: Microsoft Dynamics AX 2012 R3

This topic explains how to set up and use store locator groups to control which stores are included in a search when an employee searches for a product. Use store locator groups to define groups of stores based on location or other criteria, and then assign them to your stores. When an employee searches to see if a product is available at nearby stores, the search results include only the stores that are included in the store locator groups that are assigned to that store.

ImportantImportant

The store locator feature uses the address for the default warehouse that is assigned to the customer, product, or store to determine the shipping information to use when product orders are shipped. If no address is defined for the default warehouse, an error can occur.

For more information about how to set up a default warehouse for Retail, see Set up a retail store (Retail essentials).

Example: Store locator groups and store locator group assignments

In this example, you set up the store locator groups as described in the following table.

Group 1: Mall stores

Group 2: Flagship stores

Group 3: All stores

  • Store 3

  • Store 5

  • Store 1

  • Store 3

  • Store 1

  • Store 2

  • Store 3

  • Store 4

  • Store 5

  • Store 6

If an employee in store 1 searches to see whether a product is available at a local store, all stores are included in the inventory search results. This is because group 3, which is assigned to store 1, includes all stores. However, if an employee is searching in group 2, only stores 1 and 3 are included in the inventory search results. These are the only stores that are included in the store locator group that is assigned to group 2.

  1. Click Retail essentials > Channels > Retail stores.

  2. On the Retail stores list page, select a store, and then, on the Action Pane, on the Set up tab, in the Set up group, click Store locator group assignment.

  3. In the Store locator group assignment form, click Store locator groups.

  4. In the Store locator groups form, click New, and then enter a name and description for the store locator group.

  5. On the Setup FastTab, click Add, and then, in the Store field, select a store to add to the new store locator group. Add a new line for each store that you want to add to the group.

NoteNote

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.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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