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Dynamics AX

Once you have all of the Stores, Workers, Products, and Assortments configured, the only thing that is stopping you from taking orders is that you don’t have any POS Registers configured.

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.

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After creating or updating Assortments there is one final administrative step that you need to perform, and that is to process them. This will use the Assortment configurations that you have created to explode them out to the Store records for your POS Registers to use.

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.

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Products are assigned to Stores by creating what are called Retail Product Assortments. Assortments have two purposes. Firstly they are a grouping of products that you are going to sell, and their second role is to associate the products with Retail Channels that say what Stores they are to be sold in.

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.

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Dynamics AX allows you to organize your products into what are referred to as Retail Product Hierarchies, which allows you to create a tree structure of products with an unlimited number of levels and groupings. This allows you to then use these hierarchies to choose what products are to be used by the retails stores by group rather than by individual product, making the maintenance and deployment of the products much easier as you add and remove products from your catalog.

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.

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The final step in setting up a Worker to allow them to use the Retail functions is to assign them to a Retail Position. This will assign them all of the correct rights so that they are able to access the POS Registers, and also dictate what transactions they are able to perform.

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.

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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.

Read More

Once you have your Store configured, you will want to assign workers to them so that they will be able allowed to use the POS Registers. This is done by adding them to the stores address book, and also configuring their default Retail options.

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.

Read More