Set up a retail store
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack
This topic explains how to set up a retail (brick-and-mortar) store in Retail. A retail store is considered a type of warehouse. In the following procedures, you first create a warehouse and define it as a store. You then create a new store and assign the warehouse to it.
Set up a warehouse to represent a retail store
Use this procedure to set up a warehouse and define it as a retail store warehouse.
When you set up a warehouse as a retail store, it is recommended that you select the Financial negative inventory and the Physical negative inventory check boxes in the Warehouses form, on the Retail FastTab. Selecting these check boxes allows posting to occur for retail transactions even if there are insufficient product quantities available. If these check boxes are cleared, posting can be blocked for valid, completed transactions.
Selecting these settings overrides the settings for the same check boxes in the Item model groups form on the Setup FastTab, but only for a warehouse that is designated as a retail store, and only for retail transactions. The Item model group is referenced in the Released product details form.
If you want to block negative inventory for your store products you can use the negative inventory settings in the Item model groups and Warehouses forms. For warehouses that are not designated as retail stores, the item model group settings for the product are applied.
When you set up your retail store, you select the warehouse that corresponds to the retail store warehouse and the shipping warehouse that is used to ship customer products. You can control negative inventory settings based on the shipping warehouse that you select.
In AX 2012 R3, you can only configure a Retail store to use a warehouse that is managed in Inventory management. You can’t configure a Retail store to use a warehouse that is managed in Warehouse management.
Depending on your version of the program, do one of the following:
In AX 2012 R3: Click Warehouse management > Setup > Warehouse setup > Warehouses.
In earlier versions: Click Inventory management > Setup > Inventory breakdown > Warehouses.
Select an existing warehouse, or click New to create a new warehouse.
On the Retail FastTab, select the Store check box.
Enter other information that is required for the warehouse.
For more information about the fields in the Warehouses form, see Warehouses (form).
Set up a retail store
Use this procedure to set up a retail store.
Click Retail > Common > Retail channels > Retail stores.
On the Retail stores page, on the Action Pane, on the Store tab, in the New group, click Retail store.
In the Stores form, on the General FastTab, in the Identification section, enter the following information. All of this information is required.
In the Name field, type a name for the new store.
In the Store number field, type an ID number for the store.
In the Company field, select the legal entity that the store belongs to.
In AX 2012 R3, the name of this field is Legal entity.
In the Warehouse field, select the warehouse that you selected or created in the previous procedure.
In the Sales tax group field, select the sales tax group that is used at the store.
In the Default customer field, select the default customer that is used at the store. Transactions that do not have a specific customer use this customer.
In the POS register section, enter the following information:
In the Functionality profile field, select the profile to use to configure the point-of-sale (POS) functionality for all registers in the store.
In the Offline profile field, select the profile to use to define which data is synchronized between the store database and the offline databases at the registers.
Select the Inventory lookup check box to allow POS registers to look up inventory.
In the Profiles section, enter the following information:
In the Real-time Service profile field, select the profile that the store uses to connect to Microsoft Dynamics AX Application Object Server (AOS) to retrieve or update information.
In the Channel profile field, select the channel that the store uses to connect to Retail Server, printers, and hardware stations.
This step applies only if AX 2012 R3 is installed.
In the Live channel database field, select a database for the store. Retail Server uses this setting to find the database that is currently active for that channel.
This step applies only if AX 2012 R3 is installed.
In the Regional settings section, select the language and currency that is used at the store.
In the Sales tax section, set any additional tax requirements for the store.
In the Address book section, select the customer address book and the employee address book for the store. Customers who are assigned to the customer address book are downloaded to the Retail POS registers in the store. Employees who are assigned to the employee address book can log on to Retail POS registers in the store.
In the Email notification section, select an email notification profile to automatically generate emails to recipients based on user configured parameters. The email notification profile uses an email template that you provide to generate emails based on a specific event.
On the Statement/closing FastTab, select options for statements and closing operations. Enter the following information:
In the Statement section, set the statement options that are used when the statement is calculated, generated, and posted.
In the Rounding section, select the general leger account to use when posting rounding differences. Also, set the maximum rounding amount that can be posted.
In the Maximum difference section, set the maximum difference that is allowed when statements and shifts are posted or when transactions are posted..
Select the closing method that is used for the store.
In the Batch options section, select the options that are used when the statements are generated. For more information about each option, see Stores (form).
On the Miscellaneous FastTab, select options for the store such as store hours, label printing options, and training mode settings.
On the Financial dimensions FastTab, set the financial dimensions for the store.
On the Screen layout FastTab, assign a screen layout to the store. The screen layout specifies how the screen is displayed on the point-of sale (POS) register. For example, the screen layout specifies the position and appearance of total amounts, the product grid, the customer layout, and the payment layout.
After you set up a new store, you must complete additional tasks to complete the full setup of the store and then send the store data to the POS registers. These tasks include the following:
Add the retail store to an organization hierarchy that is assigned a purpose of assortments, replenishment, or reporting. For information about how to set up an organization hierarchy, see Create or modify an organization hierarchy.
Assign the accepted payment methods to the store. For more information, see Set up store payment methods.
Assign product assortments to the store. For more information, see Set up an assortment.
Send the store data from Microsoft Dynamics AX to the retail stores. Follow these steps:
If AX 2012 R3 is installed, click Publish to publish data for the retail store so that any new, updated, or deleted information can be sent from Microsoft Dynamics AX to the point-of-sale stores.
Click Retail > Periodic > Data distribution > Distribution schedule.
In the Distribution schedule form, run the following scheduler jobs:
1070 (Channel configuration)
1150 (Catalog), if AX 2012 R3 is installed and a retail product catalog is assigned to the retail store.
In the left pane, in the Name column, select the job that you want to run. Then, to run the job manually or in batch mode, do one of the following:
To manually run the scheduler job, on the menu bar at the top of the form, click Run now.
To run the scheduler job in batch mode, on the Scheduler jobs FastTab, verify that the Enabled check box is selected for the job, and then click Create batch job. In the form that is displayed, enter information about the batch job. For more information about the options in the form, see Submit a batch processing job from a form.
For a complete list of the tasks that must be completed to set up a retail store, see About retail stores.