Processing Assortments

December 9, 2013
Dynamics AX, Retail
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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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Creating Retail Product Assortments

December 9, 2013
Dynamics AX, Retail
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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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Creating New Retail Product Hierarchies

December 9, 2013
Dynamics AX, Retail
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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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Assigning Workers to a Retail Position

December 9, 2013
Dynamics AX, Retail
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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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Creating Retail Position

December 9, 2013
Dynamics AX, Retail
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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.

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Configuring Workers for Retail

December 9, 2013
Dynamics AX, Retail
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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.

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Create a Retail Store

December 9, 2013
Dynamics AX, Retail
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In order to start selling via the Retail Channels, we need to create a Store to sell through. The Store will be associated with warehoused for stocking, customer address books for sales, and also employee groups to manage who can work at the store and their permissions. Also, later on we will be able to attach POS Registers to the stores so that we can access all of the store information and transactions through a disconnected session, and synchronize with the store later on.

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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Adding Store to a Retail Channel

December 9, 2013
Dynamics AX, Retail
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After creating a Store there is a small housekeeping step that needs to be performed. And that is to add the Store to the Organizational Hierarchies. Later on we will use this as we are defining the Product Assortments to assign valid sellable products to stores.

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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Create A Store Warehouse

December 8, 2013
Dynamics AX, Retail
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Before we set up the Store, we need to quickly create a Warehouse that we will use to manage the store inventory. This will be replenished from our main warehouses, but will allow the store managers and users to use the POS system for cycle counts, and also allow all of the organization to view the available inventory separated out by store.

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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Set Retail Store Number Sequence To Manual

December 8, 2013
Dynamics AX, Retail, Uncategorized
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Before you start I would make one small suggestion for your system. And that is to change the numbering sequence on the Store and Register ID’s to be manual. This is an entirely optional step, but having a store code and also a register code that is easy to read directly from the screen will make the process a little easier.

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