Retail for application users

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack

Retail is an integrated solution that is designed for Microsoft Dynamics AX. You can use Microsoft Dynamics AX to manage a retail business from the head office to the stores.

Retail includes the following programs:

  • The Retail module in Microsoft Dynamics AX.

  • Microsoft Dynamics AX for Retail POS – The point of sale (POS) program for the registers in the stores.

  • Commerce Data Exchange: Synch Service – The program that periodically sends transaction information between the head office and the stores.

  • Commerce Data Exchange: Real-time Service – The program that sends real-time information between the head office and the stores.

  • The Microsoft Dynamics AX Commerce Runtime delivers multi-channel commerce capability that has uniform extensibility. It facilitates business processing between the head office and online stores and between the head office and retail (brick-and-mortar) stores.

Retail module

Use Retail to configure and manage stores, online stores and online marketplaces, registers, retail products, retail product catalogs and other information. You can also use this module to generate reports, perform inquiries, and complete other day-to-day business processes.

Prerequisites

Before you can fully use Retail, you must complete the following tasks in Microsoft Dynamics AX:

  • Set up parameters.

  • Import seed data.

  • Create tax codes and sales tax groups.

  • Set up number sequences.

  • Define currencies.

  • Select a language.

Note

Parameters and number sequences must also be set up for Retail. For more information, see Configuring parameters and initial settings.

For information about how to deploy the retail components, see the Install Microsoft Dynamics AX 2012 section on TechNet.

Business processes

The following process flow illustrates the business process for Retail.

Retail Business Process

Note

If you have Microsoft Dynamics AX 2012 Feature Pack installed, the business processes diagram includes managing concessions, and does not include creating and publishing a product catalog.

Retail at a glance

Important tasks

Primary forms

Configuring parameters and initial settings

Retail parameters (form)

Setting up retail channels

Stores (form)

Online store (form)

Online marketplace (form)

Setting up payment methods (Retail)

Payment methods (form) (Retail)

Setting up taxes

Sales tax override group (form)

Setting up functionality profiles

POS functionality profile (form)

Setting up retail products

Released product details (form) (Retail)

Setting up retail product catalogs

Attribute groups (form) (Retail)

Setting up bar codes

Item–bar code (form) (Retail)

Setting up loyalty programs

Loyalty schemes (form)

Setting up shipping for online stores

Modes of delivery (form)

Auto charges (form)

Setting up Retail POS

POS registers (form)

Setting up info codes

Info codes (form) (Retail)

Setting up price adjustments and discounts

Price adjustments (form)

Setting up competitors

Competitors (form)

Setting up prices using price groups

Retail price groups (form)

Setting up email receipts

Receipt formats (form)

Create and post statements overview

Statements (form)

Create and print labels overview

Shelf label printing (form)

Import vendor products overview

Released product details (form) (Retail)

Manage retail product catalogs overview

Catalogs (form) (Retail)

Replenish inventory overview

Replenishment rules (form)

Manage store inventory overview

Buyer's push (form)

Integration of Retail

Microsoft Dynamics AX can be integrated with the following Microsoft products:

  • Commerce Services for Microsoft Dynamics ERP

  • Payment Services for Microsoft Dynamics ERP

  • Sites Services for Microsoft Dynamics ERP

See also

Setting up and maintaining Retail

Working with Retail