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Retail

Once all of the configuration and setup is complete, you should be able to start using your POS Register.

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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Once all of the plumbing for the Store has been successfully set up, it will start synchronizing the data through the Data Distribution Lists that you have configured. When you have a clean store database though, you need to run an initial update to load all of the store data. The easiest way to do this is by running the Data Distribution schedule by hand.

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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Once you have your Store Database created, and configured with its distribution information, there is one final configuration step that needs to be performed. The distribution location needs to be added to the default distribution list so that when the data synchronization is performed, it is included.

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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In order to have Dynamics AX synchronize its data with the store locations, you need to have them configured with a Distribution Location which will be linked with the Store Database. You will use these later to define rules as to when the data is sent back and forth to them, but in this example we will show how you link the Stores Distribution Locations with the Store Database.

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 POS Registers work are designed to work in a stand-alone manner, not requiring access to the main Dynamics AX system, so that if they lose connectivity, the workers can keep on recording sales. In order to do this, each store will have it’s own database that it will run from locally. So as part of the configuration process, we need to create that database shell. That’s not a big deal though because there is a utility delivered with Dynamics AX that will help you with the process.

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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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.

Read More