Creating Retail Position

Before a worker is able to allow Workers to use the POS Registers, they need to be assigned a Retail Position on the organization so that they have the required rights and privileges. If we don’t already have an open Position for the employee, then we will need to create one.

NOTE: This is part of the Setting Up A Retail Store With POS blueprint series where we show how to configure the retail module within Dynamics AX, and then deploy out the Point Of Sale registers for capturing sales. If you want to see all of the other posts in this series, click here.

How to do it…

To create a retail position, follow these steps:

  1. Access the Position details, open up the Positions menu item from the Positions folder of the Common group on the Human resources Area page.
  2. Find an existing Position record to use as a template for our new Position, and click the Copy position button from the New group on the Position ribbon bar group.
  3. Select the number of positions that you want to create and then click the Copy button. In this case we just want one more Store Manager position.

    Now the system should have created a new empty Position record for you to use.

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