Setting Up A Dynamics AX Retail Store With POS

Murray Fife
Microsoft MVP, Dynamics AX
2013. All rights reserved.
PREFACE
WHAT YOU NEED FOR THIS BLUEPRINT All the examples shown in this blueprint were done with the Microsoft Dynamics AX 2012 virtual machine image that was downloaded from the Microsoft CustomerSource or PartnerSource site. If you don't have your own installation of Microsoft Dynamics AX 2012, you can also use the images found on the Microsoft Learning Download Center. The following list of software from the virtual image was leveraged within this blueprint: Microsoft Dynamics AX 2012 (both R1 and R2) Even though all the preceding software was used during the development and testing of the recipes in this book, they may also work on earlier versions of the software with minor tweaks and adjustments, and should also work on later versions without any changes. ERRATA Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you find a mistake in one of our booksmaybe a mistake in the text or the codewe would be grateful if you would report this to us. By doing so, you can save other readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by emailing murray@murrayfife.me. PIRACY Piracy of copyright material on the Internet is an ongoing problem across all media. If you come across any illegal copies of our works, in any form, on the Internet, please provide us with the location address or website name immediately so that we can pursue a remedy. Please contact us at murray@murrayfife.me with a link to the suspected pirated material. We appreciate your help in protecting our authors, and our ability to bring you valuable content. QUESTIONS You can contact us at murray@murrayfife.me if you are having a problem with any aspect of the book, and we will do our best to address it.
Introduction
Dynamics AX 2012 now has a retail module that includes store management, and also the ability to set up Retail Point of Sales (POS) terminals to take orders, manage store inventory and also track customers. It may seem a little bit daunting to set up, but its really not that hard. In this blueprint we will go through all of the steps that are required for you to set up your first retail store and then configure the POS register so that you can take orders through the touch screens. The following topics that are included in this blueprint: Set Retail Store Number Sequence To Manual Create A Store Warehouse Create a Retail Store Adding Store to a Retail Channel Configuring Workers for Retail Creating Retail Position Assigning Workers to a Retail Position Creating New Retail Product Hierarchies Creating Retail Product Assortments Processing Assortments Creating POS Terminals Create a POS Database Setup POS Database Profile Adding POS Database to Distribution Locations Adding POS to the Distribution List Running Initial Data Distribution Creating A POS Shortcut Logging Into Your POS Terminal Assigning Shortcut Keys to POS Buttons
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SET NUMBER SEQUENCE TO MANUAL

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 IDs 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.
Set Number Sequence To Manual
To do this, open up the Retail Shared Parameters menu from the Parameters folder of the Setup group on the Retail area page.
Select the Number sequences group in the parameters.

Right-mouse click on the Number sequence code field for the Store number to open up the context menu, and select the View Details option to access the number sequence details.
When the number sequence definition is displayed, click on the Edit button in the Maintain group of the Number Sequence ribbon bar to enter into edit mode.
In the General group, click on the Manual check box to enable manual numbering. Then click close to save the number sequence.
Now repeat the process for the Register number. Right-mouse click on the Number sequence code field for the Register number to open up the context menu, and select the View Details option to access the number sequence details.
When the number sequence definition is displayed, click on the Edit button in the Maintain group of the Number Sequence ribbon bar to enter into edit mode.
In the General group, click on the Manual check box to enable manual numbering. Then click close to save the number sequence.
CREATE A STORE WAREHOUSE

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.
Create A Store Warehouse
To do this, open up the Warehouses menu item from the Inventory breakdown folder of the Setup group on the Inventory and warehouse management area page.
From the Warehouses form, click on the New button to create a new Warehouse record.
This will create a new blank Warehouse record for you.

Give your Warehouse a code and a name. In this example, to make things easier to link up, I have used the city name as the Warehouse code. Then assign the warehouse to a Site, and if you are using Quarantine and Transit warehouses then register those against the new warehouse as well.
In the Master Planning section, check the Refilling check box, and select a Main Warehouse. This will designate the warehouse that is going to be used to supply your store for planning purposes.
In the Location names group, configure your location types and numbering sequences. For my warehouse I am going to create Aisles and Racks for the store. I dont think we need much more that that for our example.
Now we need to create the Inventory Locations. We could copy these from an existing warehouse, but since we dont have any currently configured, we will use the Location Wizard that you will be able to access from the Functions menu to help us built the locations.
When the Location Wizard form shows up, just click Next through the Welcome screen.
Check all of the option boxed for the Location Types and then click Next.
Select the number of Special Aisles that you want in your Store Warehouse. In this example, we just want 1.
Click Next to confirm the suggested Inventory Aisles.

Now select the number of Inbound Docks for the Store. We will just have 1 for ours. Then click Next.
Click Next to confirm the suggested Inbound Docks.

Now select the number of Outbound Docks for the Store. We will just have 1 for ours. Then click Next.
Click Next to confirm the suggested Outbound Docks.

Now select the configuration of your Aisles and Racks for the Picking Locations. This form will change based on your Warehouse location configuration. For this example. We will just create one Aisle with 5 Racks for the inventory. Then click Next.
If you want you can specify the physical dimensions for the picking locations racks, and also the default picking locations. After doing that click Next to continue on.
Click Next to confirm the suggested Picking Locations.

Now select the configuration of your Aisles and Racks for the Bulk Locations. This form will change based on your Warehouse location configuration. For this example. We will just create one Aisle with 5 Racks for the inventory. Then click Next.
If you want you can specify the physical dimensions for the bulk locations racks, and also the default picking locations. After doing that click Next to continue on.
Click Next to confirm the suggested Bulk Locations.

Now that the locations for your Store Warehouse have been created, you can configure your Warehouse management group with the default locations.
Finally, we will just need to go to the Retail group on the Warehouse record and check the Store checkbox to mark the warehouse as a Store Warehouse.
CREATE A RETAIL STORE

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. In this section we will show how you can create your Store definition.
Create A Retail Store
To access the Store details, open up the Retail stores menu item from the Retail channels folder of the Common group on the Retail Area page.
To create a new Store click on the Retail Store button in the New group of the Store ribbon bar.
This will create a new blank Store record for you. If you are not already in edit mode, click on the Edit button in the Maintain group of the Setup ribbon bar group.
Give your new Store a Name, and Store Number. For our examples, we will continue to use the same naming convention that we used for the Warehouse and use the city name for the store name and code to make it easier to locate. Also, we can link the Store record to the stores Warehouse.
In the POS register section, pick a default Screen layout ID, Functionality profile, and also Offline profile. Later on we will show how you can create your own screen layouts and profiles, but for now we will use the standard layouts delivered with the system.
Now we will associate the Store record with a Customer and Employee address book. The Employee address book is the most important of the two, because it will allow you to link the Employees that can use the POS system to the store. Since this is a new Store we will create a new address book for the store. Right click on either of the address book fields, and select the View details option to open up the Address Book maintenance forms.
To create a new Address Book, click on the New button on the Address book maintenance form.
Then create a new address book record. Keeping with out naming conventions were using, we will give the Address Book record the same name as the Store. After you have done this, close down the form and return to the Store record.
Now you can associate the Store record with an address book for the customers, and also the employees.
In the Statement/Closing section of the Store definition, you may want to associate rounding and difference parameters that are allowed by the store.
In the Miscellaneous section of the store definition, you may also want to turn off the Hide training mode option. This will only show up on the POS register, which we will set up later.
In the Financial dimensions section we can set the default dimensions for the store.
The final step in the process is to set up all of the payment methods, shift definitions, cash declarations tec. For the store. Rather than do this by hand, you can save time by clicking on the Copy all menu button from the Copy Group of the Setup ribbon bar.
This will allow you to select another Store record to copy all of the miscellaneous settings from. After you have done that you can click on the Close button to save the Store definition.
ADDING STORE TO RETAIL CHANNEL

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. In this section we will show how you can add the stores to the hierarchies.
Adding Store To Retail Channel
To access the Organizational Hierarchy details, open up the Organizational hierarchies menu item from the Organization folder of the Setup group on the Organization administration Area page.
From the Organization hierarchies form you will be able o see the retail hierarchies that are defined. For each of these we will probably want to add our new Store. To do this, select the hierarchy that you want to maintain, and click on the View button in the menu bar.
This will open up a hierarchical view explorer. To edit the hierarchy click on the Edit button from the Maintain group of the View hierarchy ribbon bar.
This will swap you into edit mode.

If you don not currently have your Business Unit in the hierarchy then you can right-click on the parent node and select the Business Unit option from the Insert menu item.
This will allow you to browse through the un0used business units and add them to the hierarchy.
To add your new Store to the Retail hierarchy, right mouse click on the Business Unit that you want to add it to and select the Retail channel option from the Insert menu group.
From here you will be able to see all of the Stores that are not currently in your hierarchy including your new store, and you can select it and click OK to add it.
Now you will be able to browse through the hierarchy and see your Store.
To activate the hierarchy, select the Publish and close menu button from the Maintain group on the Maintain hierarchy ribbon bar, specify an activation date for the hierarchy, and then click Publish. Repeat this process for any other Retail Hierarchies that you may have within your system.
CONFIGURING WORKERS FOR RETAIL

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. In this section we will show you how to do that.
Configuring Workers for Retail
To access the Worker details, open up the Workers menu item from the Workers folder of the Common group on the Human resources Area page.
From the worker list, find the one that you want to assign to your store address book, and click the Edit button from the Maintain group of the Worker ribbon bar.
This will open up the Worker maintenance form. In the Other information group of the Worker summary section, select the Address book field, and from the multiselection box, select the Address Books that you want to add the worker to. The worker may belong to multiple address books, but in order to use the POS systems in the Store make sure that on of them is the stores address book.
While we are in the Worker record, we might as well configure some of the other default retail options for them. To do this click on the Retail group on the left hand side of the Employee record.
If you want the user to have their own screen layout or default retail employment type, then you can set that up here. You can also assign the user their own POS password for authentication.
Just to check that the user is correctly configured, select the Stores link at the bottom of the Retail options to open up the list of valid Stores for the user. You should see your new store that you assigned to them in the list. Once you have done that, your employee record is configured.
CREATING RETAIL POSITION

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 dont already have an open Position for the employee, then we will need to create one. In the following quick example we will show how you can quickly create a Position by copying an exiting Position within the Human Resources area.
Creating Retail Position
To access the Position details, open up the Positions menu item from the Positions folder of the Common group on the Human resources Area page.
Find an existing Position record to use as a template for our new Position, and click the Copy position button from the New group on the Position ribbon bar group.
Select the number of positions that you want to create and then click the Copy button. In this case we just want one more Store Manager position.
Now the system should have created a new empty Position record for you to use.
ASSIGNING WORKERS TO A RETAIL POSITION

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. This quick example will show you how to assign a Worker a Retail Position.
Assigning Workers To A Retail Position
Workers are assigned Positions through the Works maintenance form. To access the Worker details, open up the Workers menu item from the Workers folder of the Common group on the Human resources Area page.
Select the Worker record that you want to assign your Retail Position to.
From the Position Assignment group on the Worker ribbon bar, select the Add Assignment button.
When the Create a position assignment dialog shows up you can select any of the open positions and assign it to your user. In this example we will make the user a Store Manager.
To finish the assignment of the Position just click on the Create position assignment button.
To check that the user has been assigned to your Retail Position, go to the Retail ribbon bar and click on the POS permissions button within the Set up group.
Assigning Workers To POS Privilege
You should see the POS position details. This is also where you can override the default privileges associated with the position on a worker by worker basis.
CREATING NEW RETAIL PRODUCT HIERARCHIES

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. In this example we will show how you can create your own Retail Product Hierarchies, and assign your products to them.
Creating New Retail Product Hierarchies
To start creating your Retail product hierarchy, open up the Retail product hierarchy menu item from the Catalog hierarchies folder of the Setup group on the Retail Area page.
This will open up the Retail product hierarchy view. To add a new section to the hierarchy, click on the Edit category hierarchy button in the menu bar.
This will open up the hierarchy editor. If you are not currently in edit mode, click on the Edit button in the Maintain group of the Category hierarchy ribbon bar.
Once in edit mode, you will be able to create new structures within the hierarchy. To create a new base category, select the ALL node in the hierarchy tree and click on the New category node button in the New group of the Category hierarchy menu bar.
When the new node is created, you can assign the category node a Name, Description, Friendly Name, and Keywords.
You can continue this process and create as many different nodes in your hierarchy as you like, and also create as many levels as you like. Once you have finished, just click on the Close button to return to the main Retail Product Hierarchies form.
Now you need to assign products to your hierarchy. To do this, select the node that you want to add the products to, and open up the Products section of the record. To add a single product, click the Add button.
This will open up a list of all the Products that you have configured in your system. Select the product that you want to add and click the Select button.
Repeat the process to add as many other products as you like to the category node, and then click the OK button to update the products.
If the products were not initially set up and configured as Retail Products, then Dynamics AX may ask you if you want to update the products with retail configurations.
If you click Yes then it will ask you what information you want to update on the Released Products record.
In this case we will allow for negative inventory and also zero prices although you may not want to do this in a real system.
After clicking Update the system will add your products to your hierarchy node. Repeat for all of your other products and then click the Close button on the form to finish the process.
CREATING RETAIL PRODUCT ASSORTMENTS

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. In this example we will show how you can create new Retail Product Assortments so that you can start selling them through your stores.
Creating Retail Product Assortments
To create a new Assortment, use the Assortments menu item from the Common group of the Retail Area page.
This will open up the Assortments maintenance form. To create a new Assortment, click on the Assortment button in the New group of the Assortments ribbon bar.
If you are not already in edit mode, then click on the Edit button in the Maintain group of the Assortments ribbon bar. Then give your new assortment record an Assortment ID, and Name. Then we want to assign our Assortment to one or more Retail Channels. To do that, click on the Add line button in the Retail channels section of the record.
This will open up the Retail Organization Hierarchy browser. You can select stores individually and add them to the Assortment by selecting them and clicking on the Add >> button, or you can assign stores to the Assortment by selecting their Business Unit.
In this example we will save time, and just assign this assortment to all of the Stores that are in our parent Business Unit. This way, as we add more stores, then we can simply add them to the Business Unit, and then they will automatically be assigned to the Assortment.
Now we need to assign products to our assortment. We do this much the same way that we did with the Retail Channels by select the Add line button in the Products section of the record.
This will open up the Retail Product Category browser. We can add any node that we like and add it to the assortment.
One last thing to do here on the Assortment is to set an Effective Date.

Once all of the products and stores have been associated with our Assortment, click on the Close button to save and publish your Assortment.
If you want to double check your setup, click on the View assortment products button from the Inquiries group of the Assortments ribbon bar.
This will show you all of the products that are part of the Assortment. In the Fact Boxes you should also see that the products are associated with a Retail Channel and also a Product Assortment. If you dont see anything here, then you have probably forgotten to set an Effective Date on the Assortment.
PROCESSING ASSORTMENTS
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. This quick example shows you how to perform this step.
Processing Assortments
To perform the assortment processing step, click on the Process assortments menu item in the Periodic group of the Retail area page.
When the update dialog pops up, click on the OK button to start the process.
When this has finished, you will see all of the products that have been deployed out to the stores, with the item counts for the assortments.
CREATING POS TERMINALS

Once you have all of the Stores, Workers, Products, and Assortments configured, the only thing that is stopping you from taking orders is that you dont have any POS Registers configured. In this example we will show how you can configure POS Registers, and associate them with your Store.
Creating POS Terminals
To create a new register, click on the POS registers menu item in the POS/Profiles group in the Setup section of the Retail Area page.
This will open up a list of all the POS Registers that you have defined in your system. To create a new register, click on the Register button in the New group of the Register ribbon bar.
This will open up a record for your new Register. If you are not currently in edit mode, then click on the Edit button in the Maintain group of the Register ribbon bar.
Give your new register a Register Number, Name, and also a Reference, which will be your store. Just as with the Store and Warehouse, we are making things easier to track in these examples by using the city name as the main reference for the Register. Other fields that you may want to configure include the Hardware and Visual Profiles for the Register.
If you want to have a custom screen layout for the register, and override the one that is defined at the Store level, then in the Display section of the record, you can assign a specific one in the Screen layout ID field.
Tip: If you already have some registers configured, then you can copy their configurations through the Copy all function in the Copy group of the Registers menu bar. After you have finished, you can click the Close button to save your register configuration.
CREATE A POS DATABASE

The POS Registers work are designed to work in a stand-alone manner, not requiring access to the main Dynamics AX system, so that if they loose connectivity, the workers can keep on recording sales. In order to do this, each store will have its own database that it will run from locally. So as part of the configuration process, we need to create that database shell. Thats not a big deal though because there is a utility delivered with Dynamics AX that will help you with the process. In this example we will step you through the process of creating the local POS database.
Create a new Database in MSSQL
Create A POS Database
To access the Retail Database Utility, look in the Microsoft Dynamics AX 2012 program folder for the Retail Database Utility folder.
In the dialog box that pops up, change all of the Store and Register references to point to the ones that you want to create the database for.
Before running the update, click on the Test connection button to make sure that you are able to communicate with the database.
To create the Store database, just click the Continue button. If everything worked as it should then you should be done.
If you open up SQL Management Studio, you will see your new database that the utility created for you.
Along with all of the staging tables for the store. Unfortunately though they are all empty, because there are a few more steps required to synchronize the data down to the store.
SETUP POS DATABASE PROFILE

Once you have a Store database configured you need to register it with the retail module so that it is able to use it. This quick example shows you how you do this.
Setup POS Database Profile
To create a new Database profile click on the Database Profiles menu item in the Retail scheduler/Channel Integration group of the Setup section of the Retail Area page.
Each store database needs to be registered here with a profile. You can create a new record by clicking on the New button on the menu bar, although if you already have Store Database Profiles defined, then its easier just to create a profile from the existing ones by clicking on the Copy menu item.
When you select the copy option, you just need to give your database profile a name and click the OK button.
Then change your Database name to match the new database that you have configured.
To check that the connection is correctly configured, click on Test connection menu item. If everything is connected correctly then the test will succeed.
ADDING POS DATABASE TO DISTRIBUTION LOCATIONS

In order to have Dynamics AX synchronize its data with the store locations, you need to have them configured with a Distribution Location which will be linked with the Store Database. You will use these later to define rules as to when the data is sent back and forth to them, but in this example we will show how you link the Stores Distribution Locations with the Store Database.
Adding POS Database to Distribution Locations
To edit the Distribution Locations for the Stores, click on the Distribution locations menu item in the Retail scheduler folder within the Setup group within the Retail area.
Your Store Location should already be in the system it is created as you create your Store. It will just be missing the Database profile and Channel Schema.
In the Profile name field, add the database that you registered for the store.
You should also have a value configured for the Retail channel schema that you can select and use.
Before continuing on, select the Test connection option from the Functions menu item to make sure that everything is configured correctly.
If you have everything in place, then you should get a successful message.
Finally you need to update Sync Service configuration. To do this select the Send configuration option from the Functions menu item.
If all of your synchronization services are working correctly you should get a successful message notice and you are done.
ADDING POS TO DISTRIBUTION LIST

Once you have your Store Database created, and configured with its distribution information, there is one final configuration step that needs to be performed. The distribution location needs to be added to the default distribution list so that when the data synchronization is performed, it is included. The following example shows how to configure this step.
Adding POS To Distribution List
To add a Store Distribution Location to the default Distribution List, click on the Distribution location list menu item in the Retail scheduler folder within the Setup group within the Retail area.
Select the Default include list record and you will be able to see all of the Store Distribution Locations that will have their data synchronized.
To add your new Store Distribution Location to the list, click on the Add button in the distribution Locations section and select your Store Distribution Location that you created. Then click close to save your changes.
RUNNING INITIAL DATA DISTRIBUTION

Once all of the plumbing for the Store has been successfully set up, it will start synchronizing the data through the Data Distribution Lists that you have configured. When you have a clean store database though, you need to run an initial update to load all of the store data. The easiest way to do this is by running the Data Distribution schedule by hand. This example will show you the steps required for the initial data load for the Store POS database.
Running Initial Data Distribution
To access the Data Distribution jobs, click on the Distribution schedule menu item in the Data distribution folder within the Periodic group within the Retail area.
Here you will see a list of scheduled jobs that are used to distribute the data to the POS databases. Select the first job A-100 and then click on the Run Directly menu button.
When the confirmation box shows up, select Yes to run the process.
After you have finished the Status Message should show that the job completed successfully. Now repeat this process for all the A jobs, and also the incremental N jobs as well, ignoring the Online Channel ones though.
Now if you look at your database in SQL Server Management Studio, you should see that your Store Database is populated.
LOGGING INTO YOUR POS TERMINAL

Once all of the configuration and setup is complete, you should be able to start using your POS Register. The following example shows how to log in.
Logging Into Your POS Terminal
When you are at the Operator ID screen within POS, type in the Worker ID for any of the users that have been registered against the Store through the Worker Address Book that has been assigned to the Store.
The password that you use to log into the POS Register is the password that you have defined in the Retail section of the Worker profile.
This will ask you to either Open up a new shift, or return to an existing shift. Click on Open a new shift.
Now you are up and running with your new Retail POS system.
SUMMARY
The retail module is pretty darn cool, and being able to configure and deploy a Point Of Sales system that is completely integrated with your base system, without having to purchase any more software is a great benefit. You could easily deploy registers out to PCs and tablets without much additional work. There is still a lot more that you can do though that we did not touch on yet within this blueprint. After you have mastered the basics that we introduced here you may want to try: Creating custom layouts for different screen form factors Change the background image for the POS welcome screens Create variations of the POS for different users Setting up a store has never been so easy.
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Murray Fife
Microsoft MVP, Dynamics AX
Murray Fife is a aMicrosoft Dynamics AX MVP, a Presenter, an Author, and Solution Architect at I.B.I.S. Inc with over 18 years of experience in the software industry.
Like most people he has paid my dues as a developer, as an implementation consultant, and a trainer. Ihehas a hard to find blend of technical and interpersonal skills and spend his days working with companies solving their problems with the Microsoft suite of products, specializing in the Dynamics AX solutions.
Unable to completely kick the habit of being a developer, countless prototypes have started their life on his desktop, only to be turned into standard products and offerings. The projects that are too visionary (a.k.a. too out there) usually live on through my personal blog sites waiting for others discover them. EMAIL: PHONE: TWITTER: LINKEDIN: BLOG: murray@murrayfife.me +1 (770) 324-3862 @murrayfife http://www.linkedin.com/in/murrayfife http://www.extendingdynamicsax.com http://www.dynamicsaxtipoftheday.com http://www.atinkerersnotebook.com http://slideshare.net/murrayfife/presentations
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2013 MURRAY FIFE ALL RIGHTS RESERVED

The information herein is for informational purposes only and represents the current view of Murray Fife as of the date of this presentation. Because Murray Fife must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Murray Fife, and Murray Fife cannot guarantee the accuracy of any information provided after the date of this presentation. MURRAY FIFE MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Setting Up A Dynamics AX Retail Store With POS

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Setting Up A Dynamics AX Retail Store With POS

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What software is required to follow along with the examples?

What software is required to follow along with the examples?

What steps are involved in setting up a retail store?

What steps are involved in setting up a retail store?

Murray Fife

Microsoft MVP, Dynamics AX

2013. All rights reserved.

2013. All rights reserved.

This content is available in the Kindle and Book version

SET NUMBER SEQUENCE TO MANUAL

2013. All rights reserved.

Set Number Sequence To Manual

Set Number Sequence To Manual

Select the Number sequences group in the parameters.

Set Number Sequence To Manual

Set Number Sequence To Manual

Set Number Sequence To Manual

Set Number Sequence To Manual

Set Number Sequence To Manual

2013. All rights reserved.

Set Number Sequence To Manual

CREATE A STORE WAREHOUSE

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Create A Store Warehouse

2013. All rights reserved.

Create A Store Warehouse

Create A Store Warehouse

This will create a new blank Warehouse record for you.

Create A Store Warehouse

Create A Store Warehouse

Create A Store Warehouse

Create A Store Warehouse

Create A Store Warehouse

Create A Store Warehouse

Create A Store Warehouse

Create A Store Warehouse

Click Next to confirm the suggested Inventory Aisles.

Create A Store Warehouse

Create A Store Warehouse

Click Next to confirm the suggested Inbound Docks.

Create A Store Warehouse

Create A Store Warehouse

Click Next to confirm the suggested Outbound Docks.

Create A Store Warehouse

Create A Store Warehouse

Create A Store Warehouse

Click Next to confirm the suggested Picking Locations.

Create A Store Warehouse

Create A Store Warehouse

Create A Store Warehouse

Click Next to confirm the suggested Bulk Locations.

Create A Store Warehouse

Create A Store Warehouse

CREATE A RETAIL STORE

2013. All rights reserved.

Create A Retail Store

Create A Retail Store

Create A Retail Store

Create A Retail Store