Retail for application users

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04/18/2014

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

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