Define call center channel and channel attributes

Note

We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

This procedure walks through creating a new retail channel and defining channel attributes. The demo data company used to create this task is USRT. This procedure is intended for the Retail IT role.

Create new store

  1. Go to All workspaces > Channel deployment.
  2. Click New channel.
  3. Click Store.
  4. In the Name field, type a value.
  5. In the Store number field, type a value.
  6. In the Warehouse field, click the drop-down button to open the lookup.
  7. In the list, find and select the desired record.
  8. In the list, click the link in the selected row.
  9. In the Store time zone field, select an option.
  10. In the Channel profile field, click the drop-down button to open the lookup.
  11. In the list, click the link in the selected row.
  12. In the Language field, click the drop-down button to open the lookup.
  13. In the list, find and select the desired record.
  14. In the list, click the link in the selected row.
  15. In the Sales tax group field, click the drop-down button to open the lookup.
  16. In the list, find and select the desired record.
  17. In the list, click the link in the selected row.
  18. In the Customer address book field, click the drop-down button to open the lookup.
    • Select the address book used to link customers to this store.
  19. In the list, find and select the desired record.
  20. In the list, click the link in the selected row.
  21. Click Select.
  22. In the Employee address book field, click the drop-down button to open the lookup.
    • Select the address book used to link cashiers to this channel.
  23. In the list, find and select the desired record.
  24. In the list, click the link in the selected row.
  25. Click Select.
  26. In the Default customer field, click the drop-down button to open the lookup.
  27. In the list, click the link in the selected row.
  28. Expand or collapse the Screen layout section.
  29. In the Screen layout ID field, click the drop-down button to open the lookup.
    • Select the default POS screen layout for this store.
  30. In the list, find and select the desired record.
  31. In the list, click the link in the selected row.
  32. On the Action Pane, click Set up.
  33. Click Channel attributes.
  34. Click New.
  35. In the Name field, click the drop-down button to open the lookup.
  36. In the list, find and select the desired record.
  37. In the list, click the link in the selected row.
  38. Click Save.
  39. Close the page.
  40. On the Action Pane, click Set up.
  41. Click Payment methods.
  42. Click New.
  43. In the Payment method field, click the drop-down button to open the lookup.
  44. In the list, click the link in the selected row.
  45. Expand or collapse the Posting section.
  46. In the Account number field, specify the desired values.
  47. Click Save.
  48. Close the page.
  49. On the Action Pane, click Set up.
  50. Click Cash declaration.
  51. Click New.
  52. In the Amount in transaction currency field, enter a number.
  53. In the Currency field, click the drop-down button to open the lookup.
  54. In the list, find and select the desired record.
  55. In the list, click the link in the selected row.
  56. Click Save.
  57. Close the page.
  58. On the Action Pane, click Set up.
  59. Click Store locator group assignment.
  60. Click New.
  61. In the list, mark the selected row.
  62. In the Locator group field, click the drop-down button to open the lookup.
  63. In the list, find and select the desired record.
  64. In the list, click the link in the selected row.
  65. Click Save.
  66. Close the page.