Create inventory documents for retail stores (Retail essentials) [AX 2012]

Updated: June 23, 2014

Applies To: Microsoft Dynamics AX 2012 R3

This topic describes how to track inventory in your stores by creating transfer orders and scheduled stock counts in Retail essentials.

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.

You use transfer orders to handle items that are in transit between warehouses or stores within the same legal entity, but across different sites. You can receive transfer orders at a store by using Retail essentials. Use the following procedure to create a transfer order.

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

  2. In the Transfer orders form, click New, or press CTRL+N to create a new transfer order.

  3. In the From warehouse and To warehouse fields, select the warehouses that send and receive the order.

  4. Click Add to add individual products, or click Add products to add groups or categories of products.

Use the following procedure to create a scheduled stock count.

Unscheduled stock counts can be created at a store. For more information, see Retail POS Help.

  1. Click Retail essentials > Inventory management > Counting.

  2. In the Counting form, click New, or press CTRL+N to create a new count record.

  3. In the Dimensions form, select the Warehouse check box, and then click OK.

  4. In the Counting form, in the Name field, select Inventory counting journal, and then click Lines.

  5. In the Journal lines, inventory form, click New to add individual items, or click Add products to add a group or multiple categories of items.

  6. Enter the item number or item numbers, and then, on the Inventory dimensions tab, in the Site field, select a location for the item to be counted.

  7. To update the quantity of the selected item, click Validate.

  8. To record the updated quantity, click Post.


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