Set up a retail store (Retail essentials)

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

This topic explains how to set up a retail store. In Retail essentials, a retail (brick-and-mortar) store is considered a type of warehouse. In the following procedure, you first create a warehouse and define it as a store. You then create a new store and assign the warehouse to it.

After you set up a store, you must add it to an organization hierarchy that is assigned to a purpose. For example, the organization hierarchy can be used for assortments, replenishment, or reporting. For more information, see Working with organizations and organizational hierarchies (Retail essentials)

To set up a store in Retail essentials, follow these steps:

1. Click Retail essentials > Channels > Warehouses.

2. Select an existing warehouse, or click New to create a new warehouse.

3. On the Retail FastTab, select the Store check box.

4. Enter other information that is required for the warehouse, and then close the form.

5. Click Retail essentials > Channels > Retail stores.

6. On the Retail stores page, on the Action Pane, on the Store tab, in the New group, click Retail store.

7. On the General FastTab, enter information in the following fields. All of this information is required.

   • Name – Type a name for the new store.

   • Store number – If the Store number field is not automatically filled in, enter an ID number for the store.

   • Warehouse – Select the warehouse that you selected or created in step 2.

   • Store time zone – Select the time zone for the store location.

   • Real-time Service profile – Select the Real-time Service profile for the store.

   • Sales tax group – Select the sales tax group that is used at the store.

   • Default customer – Select the default customer that is used at the store. Transactions that do not have a specific customer use this customer.

8. On the General FastTab, specify any other settings that you require.

   Tip

   For information about specific fields, press F1 in the Stores form.

9. On the other FastTabs, specify any other settings that you require.

Note

In Retail essentials, the form that you use to complete this task includes a subset of the controls that are available for other configurations of Retail. If a topic about this form describes controls that you don't see, it may be because you’re using Retail essentials.

See also

Setting up retail stores (Retail essentials)

Working with organizations and organizational hierarchies (Retail essentials)