89093174 Microsoft Dynamics AX for Retail R2 Training Manual

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Transcript of 89093174 Microsoft Dynamics AX for Retail R2 Training Manual

  • Manual

    Page 1

    Microsoft Dynamics AX for Retail Training Manual

  • Microsoft Dynamics AX for Retail Training Manual

    Page 2

    CHAPTER 1: INTRODUCTION .................................................................................................................................. 7

    BASIC INFORMATION....................................................................................................................................................... 7 FURTHER INFORMATION .................................................................................................................................................. 8

    CHAPTER 2: MAIN FUNCTIONALITY ........................................................................................................................ 9

    OBJECTIVES ................................................................................................................................................................... 9 INTRODUCTION .............................................................................................................................................................. 9 ITEMS .......................................................................................................................................................................... 9 PRICE CONTROL ........................................................................................................................................................... 10 VARIANTS ................................................................................................................................................................... 11 INFOCODES ................................................................................................................................................................. 12 LABEL PRINTING ........................................................................................................................................................... 12 LINKED ITEMS .............................................................................................................................................................. 12 RETAIL POS PROFILES ................................................................................................................................................... 12 DISTRIBUTION LOCATIONS .............................................................................................................................................. 12 STORES ...................................................................................................................................................................... 13 TENDER TYPES ............................................................................................................................................................. 13 INCOME AND EXPENSE ACCOUNTS ................................................................................................................................... 13 SECTIONS AND SHELVES ................................................................................................................................................. 13 RETAIL POS TERMINALS ................................................................................................................................................ 13 STAFF ........................................................................................................................................................................ 13 CUSTOMER ................................................................................................................................................................. 14 TRANSACTION INFORMATION ......................................................................................................................................... 14 EXCHANGING DATA BETWEEN POINT OF SALE AND STORES .................................................................................................. 14 MANUAL DATA EXCHANGE ............................................................................................................................................ 14 ACTIONS ..................................................................................................................................................................... 14 END OF DAY PROCEDURES ............................................................................................................................................. 14 TEST YOUR KNOWLEDGE OVERVIEW ............................................................................................................................. 16

    CHAPTER 3: RETAIL HEADQUARTERS SETUP AND REQUIREMENTS ...................................................................... 17

    OBJECTIVES ................................................................................................................................................................. 17 INTRODUCTION ............................................................................................................................................................ 17 RETAIL HEADQUARTERS ................................................................................................................................................. 17 CHECKLIST FOR STARTING RETAIL HEADQUARTERS .............................................................................................................. 19 RETAIL PARAMETERS ..................................................................................................................................................... 19 LOCALIZED SEED DATA .................................................................................................................................................. 21 NUMBERING PRINCIPLES ................................................................................................................................................ 22 INTRODUCTION TO DATA DISTRIBUTION ........................................................................................................................... 24 CONCLUSION ............................................................................................................................................................... 26 LAB 3.1 SETTING UP A NEW DISTRIBUTION GROUP ........................................................................................................... 26 TEST YOUR KNOWLEDGE RETAIL HEADQUARTERS SETUP AND REQUIREMENTS ...................................................................... 26

    CHAPTER 4: STORE SETUP .................................................................................................................................... 28

    OBJECTIVES ................................................................................................................................................................. 28 INTRODUCTION ............................................................................................................................................................ 28 CHECKLIST FOR STORE SETUP .......................................................................................................................................... 31 CONCLUSION ............................................................................................................................................................... 31 LAB 4.1 SETTING UP A NEW STORE ............................................................................................................................... 31 TEST YOUR KNOWLEDGE STORE SETUP .......................................................................................................................... 33

    CHAPTER 5: INVENTORY SETUP AND MANAGEMENT .......................................................................................... 35

    OBJECTIVES ................................................................................................................................................................. 35

  • Manual

    Page 3

    INTRODUCTION ............................................................................................................................................................ 35 CHECKLIST FOR INVENTORY SETUP ................................................................................................................................... 37 RETAIL ITEMS .............................................................................................................................................................. 38 LANGUAGE SPECIFIC ITEM DESCRIPTIONS ........................................................................................................................... 40 ITEM HIERARCHY .......................................................................................................................................................... 41 ASSORTMENTS ............................................................................................................................................................. 45 VARIANTS ................................................................................................................................................................... 46 ITEM LINKING .............................................................................................................................................................. 48 UNITS OF MEASURE ...................................................................................................................................................... 51 COMPARISON PRICES .................................................................................................................................................