I have been writing about how to create a new retail store in MS Dynamics 2012 R3 and till now we completed fast tab on the form. Through this post i will cover available buttons on the action pane on the retail store creation form.
We can see two options are on the top of the Action Pane, Store & Setup. We will discuss both the option in details.
Store Button:
1-Edit / Delete / Retail Store New - These buttons are understood like in Edit you can start modification in existing retail. In Delete for deleting stores. Retail store New for creating new retail store.
2-Publish - This button is very important, mainly this button uses for publishing the retail store. If any modification happens at retail store you need to click on this button.
3-View Assortment - It denotes assortment of products, assortment means an entity under which a group of items can be come. if your click this button you can see how many assortment are linked with a retail store.
Assortment itself a lengthy topic which we will cover in our separate post.
4-View Channel Product - This button will help you to look all the items belong to single retail store.
5-Price Group - This price group is the important link handling prices and discount for product in stores, catalogs and loyalty scheme.
6- Price - Unders this button your can look pricing of linked items according to their retail outlet names.
7-Loyalty Schemes- You can see list of loyalty schemes in particular retail store. In this loyalty schemes we need to define earning rules and redemption rule.
Setup Button:
1-Worker- With this button i can see how many workers are assigned to a particular retail store.If you click this button list of employee will be listed there and just double click on any employee you can reach staff setup page.
To see details related to retail store credential need to click on 'Retail Button on left. following page will open:
Here you can see the employment type and POS related passwords are assigned to retail stores. On the footer of page you can see three links are given Transactions, Store, POS Permission through this we can get more information about staffs activities towards stores.
2- Worker Shift List- Into this button we can create shift for employees like shift start time an end time, etc.
3- Channel Attribute- This option helps to linked any attribute to retail store and this attributes are other than dimension group. This shows any special information about available products to particular store.
4- Sales Order Attribute - We can create attributes and link with sales order also. furthermore can be linked with procurement which can be used for purchase.
5-Store Product Attribute- Here you can maintain the attribute that are offered in Brick and mortar shop.
If you look on action pane you will get two group of buttons under entity copy and Setup. it means if we want to copy the setup we can use copy option, otherwise we can do setup for available options.
So we chose to do steup.
6- Payment Method- This option needs a separate post but still i will explain the basics of this topic. Payment methods are created separately at retail setup. path will be Retail> Setup> Payment Methods and here you will get three option; A) Card No, B) Card Type, C) Payment Methods.
With the help of this setup we can create payment methods and link to retail store. A single retail store can have several payment methods including cash, cards, check, credit, vouchers.
7-Cash Declaration- This is a separate form to list down the currency value which will be used at POS for sales transactions.
8- Mode of Delivery- Here we link available modes of delivery with retail store. At the time of sales of item at any particular shop which mode of delivery will be used, that needs to define here.
9-Income & Expenses Account- We can track income and expenses at the POS. here we need to assign a ledger account for income and expenses separately. Furthermore we can also look the transaction details while clicking button transaction at top of the page.
10-Sections- This includes the informations where we can define your store into the specific part where we can see sales statics of the item in product list.
11-Channel Database- Here we need to link a retail store with database.
On above image we can see Boston database are using by two retail channel under channel option. We can reach to this setup through Retail> Scheduler>Retail Channel Database.
12-Store Locator Group Assignment - Store Locator uses the address from the default warehouse and we are linking with retail channel so that system will allow you to search product and system will search that product in linked retail channel locations.
In next post we will discuss about "Attributes"
We can see two options are on the top of the Action Pane, Store & Setup. We will discuss both the option in details.
Store Button:
1-Edit / Delete / Retail Store New - These buttons are understood like in Edit you can start modification in existing retail. In Delete for deleting stores. Retail store New for creating new retail store.
2-Publish - This button is very important, mainly this button uses for publishing the retail store. If any modification happens at retail store you need to click on this button.
3-View Assortment - It denotes assortment of products, assortment means an entity under which a group of items can be come. if your click this button you can see how many assortment are linked with a retail store.
Assortment itself a lengthy topic which we will cover in our separate post.
4-View Channel Product - This button will help you to look all the items belong to single retail store.
5-Price Group - This price group is the important link handling prices and discount for product in stores, catalogs and loyalty scheme.
6- Price - Unders this button your can look pricing of linked items according to their retail outlet names.
7-Loyalty Schemes- You can see list of loyalty schemes in particular retail store. In this loyalty schemes we need to define earning rules and redemption rule.
Setup Button:
1-Worker- With this button i can see how many workers are assigned to a particular retail store.If you click this button list of employee will be listed there and just double click on any employee you can reach staff setup page.
To see details related to retail store credential need to click on 'Retail Button on left. following page will open:
Here you can see the employment type and POS related passwords are assigned to retail stores. On the footer of page you can see three links are given Transactions, Store, POS Permission through this we can get more information about staffs activities towards stores.
2- Worker Shift List- Into this button we can create shift for employees like shift start time an end time, etc.
3- Channel Attribute- This option helps to linked any attribute to retail store and this attributes are other than dimension group. This shows any special information about available products to particular store.
4- Sales Order Attribute - We can create attributes and link with sales order also. furthermore can be linked with procurement which can be used for purchase.
5-Store Product Attribute- Here you can maintain the attribute that are offered in Brick and mortar shop.
If you look on action pane you will get two group of buttons under entity copy and Setup. it means if we want to copy the setup we can use copy option, otherwise we can do setup for available options.
So we chose to do steup.
6- Payment Method- This option needs a separate post but still i will explain the basics of this topic. Payment methods are created separately at retail setup. path will be Retail> Setup> Payment Methods and here you will get three option; A) Card No, B) Card Type, C) Payment Methods.
With the help of this setup we can create payment methods and link to retail store. A single retail store can have several payment methods including cash, cards, check, credit, vouchers.
7-Cash Declaration- This is a separate form to list down the currency value which will be used at POS for sales transactions.
8- Mode of Delivery- Here we link available modes of delivery with retail store. At the time of sales of item at any particular shop which mode of delivery will be used, that needs to define here.
9-Income & Expenses Account- We can track income and expenses at the POS. here we need to assign a ledger account for income and expenses separately. Furthermore we can also look the transaction details while clicking button transaction at top of the page.
10-Sections- This includes the informations where we can define your store into the specific part where we can see sales statics of the item in product list.
11-Channel Database- Here we need to link a retail store with database.
On above image we can see Boston database are using by two retail channel under channel option. We can reach to this setup through Retail> Scheduler>Retail Channel Database.
12-Store Locator Group Assignment - Store Locator uses the address from the default warehouse and we are linking with retail channel so that system will allow you to search product and system will search that product in linked retail channel locations.
In next post we will discuss about "Attributes"
Hi i want to know detail about worker shift list is any detail blog available if yes then kindly share. My aim to use this feature is to automatically close shift after specific time in retail pos. Thank You
ReplyDelete