About setting up retail stores (Retail essentials) [AX 2012]

Updated: September 9, 2014

Applies To: Microsoft Dynamics AX 2012 R3

This topic describes the main steps to set up a retail store in Microsoft Dynamics AX. The steps are grouped in three sections and include links to more information:

  • Before you set up a retail store – You must complete these prerequisite tasks before you set up a retail store.

  • Set up a retail store – Complete these tasks to set up a retail store in Microsoft Dynamics AX.

  • After you set up a retail store – Complete these tasks to set up the store’s point-of-sale registers and products to sell.

The following table shows the tasks that you must complete before you can set up a retail store in Retail essentials. The first column in the table describes the task. The second column contains a link to a topic that describes how to complete the task.

Task

Topic

Configure your organization structure and set up organization hierarchies for retail assortments, replenishment, and reporting. Organization hierarchies represent the relationships between the organizations that make up your business.

Working with organizations and organizational hierarchies (Retail essentials)

Set up a warehouse to represent the retail store.

Set up a retail store (Retail essentials)

Enter information and select options to set up Retail essentials for your organization.

Retail parameters (form)

Retail scheduler parameters (form)

Set up the methods of payment that the store accepts.

To process credit card transactions at retail point-of-sale (POS) registers, you can also set up payment services.

Set up payment methods for an organization (Retail essentials)

Set up card payment methods for stores (Retail essentials)

Set up sales tax groups.

Set up sales tax override groups (Retail essentials)

Set up retail products.

Setting up retail products includes setting up retail product hierarchies, product variants, and product assortments.

Setting up retail products (Retail essentials)

Set up product price groups.

Set up price groups (Retail essentials)

Set up retail product pricing.

Setting up retail product pricing includes setting up price adjustments, discounts, and discount periods.

Setting up prices, price adjustments, and discounts (Retail essentials)

Set up staff members.

NoteNote

You must also assign appropriate permissions to the workers so that they can log on and perform tasks by using the Microsoft Dynamics AX for Retail POS system.

Set up workers (Retail essentials)

Configure the Retail essentials profiles to assign to the store.

Configuring Retail essentials profiles includes many tasks, such as, setting up registers, setting up offline profiles, and setting up receipt formats and profiles. Review all the tasks included in these topics and complete all the tasks that apply to you.

Setting up profiles (Retail essentials)

Setting up Retail POS (Retail essentials)

After you complete the prerequisite tasks, complete the tasks in the following table to set up the details for the retail store.

Task

Topic

Create a retail store.

Set up a retail store (Retail essentials)

Assign a sales tax group to the store.

Assign sales tax groups to stores (Retail essentials)

Assign the accepted payment methods to the store.

Set up store payment methods (Retail Essentials)

Add the store to an organization hierarchy that is assigned to the purposes of Retail assortment, Retail replenishment and Retail reporting.

Working with organizations and organizational hierarchies (Retail essentials)

After you enter the details for the retail store, complete the tasks in the following table to send the new retail store data to Microsoft Dynamics AX for Retail POS.

For more information about how to configure Retail essentials, see Setting up Retail POS (Retail essentials).

Task

Topic

Configure the point-of-sale (POS) registers for the store.

Set up registers (Retail essentials)

Assign product assortments to the store.

NoteNote

You can assign the retail store to an existing assortment or create a new assortment for the retail store.

Set up an assortment (Retail essentials)

Process assortments to generate the list of products that are included in each assortment and to make the products available in the retail store.

Configure the scheduler job for assortments (Retail essentials)

Run the jobs to send store data to Retail POS.

Configure jobs and subjobs in Retail Scheduler (Retail essentials)


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