Dynamics AX Retail. Merchandising and Inventory Management

Transcription

1 Dynamics AX Retail Merchandising and Inventory Management

2 Sydney Melbourne Brisbane Perth Adelaide Auckland Suva Eclipse, part of UXC Limited. Eclipse Computing (Australia) Pty Ltd ABN ACN

3 Dynamics AX Retail Merchandising and Inventory Management AXcademy No parts of this publication may be reproduced or distributed without the prior written consent of AXcademy 3/154

4 Latest Revision: April 2016 (Version 1) This courseware is provided as-is. Information and views expressed in this courseware may change without notice. Unless otherwise noted, the examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be inferred. This courseware does not provide you with any legal rights to any intellectual property in any Microsoft product. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this courseware may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means or for any purpose, without the express written permission of AXcademy. Copyright 2016 AXcademy A/S. All rights reserved. This course content is designed for Microsoft Dynamics AX 2012 R3 CU8. No parts of this publication may be reproduced or distributed without the prior written consent of AXcademy 4/154

5 Table of content 1 Overview Features and Architecture Retail Features Retail Architecture Technology and Architectures Commerce Data Exchange (CDX) Commerce Run Time (CRT) The Retail Server Hardware Stations Enhancements Retail Workflow Pre-requests Creation and Configuration Practice: Configure and Activate a Retail Workflow Select the existing retail workflow Configure the workflow properties Activate the new version of the retail workflow View the new and previous versions of the retail workflow Associate Workflow with an Organization Monitor Status and Respond to Work Items Unit of Measure Definition Creation Process Unit Conversions Practice: Create a Unit of Measure Create a unit of measure Additional Features Variants Set up Sizes, Colors and Styles No parts of this publication may be reproduced or distributed without the prior written consent of AXcademy 5/154

6 Variant Groups Retail Categories Set Up Products Practice: Create Products Create a new product master Create a new product Release products to companies Update critical product properties used by retail Barcodes and Labels Barcode Masks and Characters Barcode Masks In-house bar code masks Standard bar code masks Barcode Mask Setup Create and View Barcodes About Labels Print Labels Print Label Setup Print Label Report Other Printing Options Category Hierarchies along with attributes framework Types and Key Benefits Managing Category Hierarchies Retail Product Hierarchy Channel Navigation Hierarchy Practice: Modify the Channel Navigation Hierarchy Add new categories to an existing Retail channel navigation hierarchy Add products to categories in a Retail channel navigation hierarchy Add media to categories Publish the channel Push updates to channel No parts of this publication may be reproduced or distributed without the prior written consent of AXcademy 6/154

7 Attributes Framework Create attributes Link attributes Retail Product Overview Retail Product Setup About Catalogs Practice: Bulk Edit Product Attributes in Catalog Bulk edit product attribute values for products under a specific category in catalog Push updates to Channels Catalog Setup Practice: Define Catalog Specific Prices Create a Price adjustment for the catalog Push updates to Channels Up-Selling and Cross-Selling Product Page Layouts Source Codes Assortments Features Assortment Creation View Assortments Practice: Make Products Available in a Channel Create an assortment to assign products to a channel Create a supplemental hierarchy to manage products Use the Supplemental retail hierarchy to exclude products from channels Push updates to channels Process and Publish Assortments Mode of Deliver Setup Mode of Deliver Add Channels Add Products Process No parts of this publication may be reproduced or distributed without the prior written consent of AXcademy 7/154

8 10 Price and Discount Groups Retail Price Groups Price Group Setup Setup price group Create and assign prices to these channels Configure category pricing rules Practice: Define Promotional Pricing for a Catalog Create a new retail price group Assign the price group to the catalog Assign the price group to the Fabrikam semi-annual sales discount Validate and publish catalog Practice: Define Channel Specific Prices Create channel specific retail price groups Assign price groups to channels Set prices using Category pricing rules Edit price/discount agreement journal in Excel (Optional) Push updates to channels Mix and Match Line Group Setup Discount Period Affiliation Setup Practice: Define an Affiliation Discount Create an affiliation price group and an affiliation Create a new discount for the Downtown business affiliation Push the configuration out to the channel Shop in the channel and receive a discount Rounding Group and Price Point Setup A rounding method group Price point groups Pricing and Discounts Pricing Category and Product Pricing No parts of this publication may be reproduced or distributed without the prior written consent of AXcademy 8/154

9 Channel and Catalog Based Pricing Practice: Define Channel Specific Discounts Affiliation Pricing Price Adjustments Discounts Overview Create Discounts Practice: Create Discounts for a Loyalty Program Create Mix and Match Discounts Create Quantity Discounts Create Threshold Discounts Vendor Catalogs Setup vendor catalog import parameters Create vendor catalog Define Vendor Sales and Price Margins Define Vendor Sales Price Point Define Vendor Product Number Replenishment Replenishment Setup Hierarchies Rules Service Categories Replenishment Process Concepts Key Features Cross Docking Overview Buyer's Push Overview Product Kit Features Features Setup Set up kit parameters Product Kit Setup Steps No parts of this publication may be reproduced or distributed without the prior written consent of AXcademy 9/154

10 Assemble and Disassemble Retail Periodic Overview Update Listing Status Product Availability Related Products Reporting and Inquiries Sales Performance Reports Catalog Area Analysis Pricing and Price Groups No parts of this publication may be reproduced or distributed without the prior written consent of AXcademy 10/154