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Merchandising and Inventory Management in Microsoft Dynamics AX 2012 for Retail

50

For 1 days. 151 pages

This course content is designed for Microsoft Dynamics® AX 2012 R3 CU8.

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Description

Microsoft Dynamics for Retail is an end-to-end solution for mid-size and enterprise retailers that offers multichannel management, point of sale, store operations, e-commerce, merchandising, enterprise resource planning capabilities, and much more.

Microsoft Dynamics for Retail delivers powerful Role-Tailored, omni-channel scenarios seamlessly through a modern unified technology offering.

Key concepts of the solution are centralized dialup management, multiple channels, which include brick and mortar store, e-commerce stores, and call centers.

AX supports both a traditional retail point of sale, or POS, and a modern POS which can be used on mobile device and tablet devices.

 

 

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Topics

1 Overview
2 Retail Workflow
3 Unit of Measure
4 Variants
5 Barcodes and Labels
6 Category Hierarchies along with attributes framework
7 Retail Product Overview
8 Assortments
9 Mode of Delivery
10 Price and Discount Groups
11 Pricing and Discounts
12 Vendor Catalogs
13 Define Vendor Sales and Price Margins
14 Replenishment
15 Product Kit Features
16 Retail Periodic
17 Reporting and Inquiries

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Details

1 Overview …………………………………………………………………………………………………………….. 11
Features and Architecture ………………………………………………………………………………………………….. 11
Retail Features …………………………………………………………………………………………………………… 11
Retail Architecture ……………………………………………………………………………………………………… 12
Technology and Architectures …………………………………………………………………………………………….. 13
Commerce Data Exchange (CDX) ………………………………………………………………………………….. 13
Commerce Run Time (CRT) ………………………………………………………………………………………….. 14
The Retail Server ………………………………………………………………………………………………………… 14
Hardware Stations ……………………………………………………………………………………………………… 15
Enhancements ………………………………………………………………………………………………………………….. 15
2 Retail Workflow …………………………………………………………………………………………………… 18
Pre-requests …………………………………………………………………………………………………………………….. 18
Creation and Configuration ………………………………………………………………………………………………… 18
Practice: Configure and Activate a Retail Workflow ………………………………………………………………. 20
Select the existing retail workflow. ………………………………………………………………………………. 20
Configure the workflow properties. ……………………………………………………………………………… 20
Activate the new version of the retail workflow. ……………………………………………………………. 21
View the new and previous versions of the retail workflow. ……………………………………………. 21
Associate Workflow with an Organization ……………………………………………………………………………. 21
Monitor Status and Respond to Work Items …………………………………………………………………………. 22
3 Unit of Measure …………………………………………………………………………………………………… 23
Definition …………………………………………………………………………………………………………………………. 23
Creation Process ……………………………………………………………………………………………………………….. 23
Unit Conversions ………………………………………………………………………………………………………………. 23
Practice: Create a Unit of Measure ……………………………………………………………………………………… 24
Create a unit of measure. ……………………………………………………………………………………………. 24
Additional Features …………………………………………………………………………………………………………… 24
4 Variants………………………………………………………………………………………………………………. 25
Set up Sizes, Colors and Styles …………………………………………………………………………………………….. 26
Variant Groups………………………………………………………………………………………………………………….. 26
Retail Categories ……………………………………………………………………………………………………………….. 27
Set Up Products ………………………………………………………………………………………………………………… 28
Practice: Create Products …………………………………………………………………………………………………… 31
Create a new product master. ……………………………………………………………………………………… 31
Create a new product. ………………………………………………………………………………………………… 32
Release products to companies……………………………………………………………………………………. 32
Update critical product properties used by retail. ………………………………………………………….. 33
5 Barcodes and Labels ……………………………………………………………………………………………… 35
Barcode Masks and Characters …………………………………………………………………………………………… 35
Barcode Masks …………………………………………………………………………………………………………… 36
In-house bar code masks. ……………………………………………………………………………………………. 36
Standard bar code masks. …………………………………………………………………………………………… 36
Barcode Mask Setup …………………………………………………………………………………………………… 37
Create and View Barcodes …………………………………………………………………………………………… 38
About Labels …………………………………………………………………………………………………………………….. 39
Print Labels ……………………………………………………………………………………………………………….. 40
Print Label Setup………………………………………………………………………………………………………… 40
Print Label Report ………………………………………………………………………………………………………. 42
Other Printing Options ……………………………………………………………………………………………….. 44
6 Category Hierarchies along with attributes framework ………………………………………………… 47
Types and Key Benefits ………………………………………………………………………………………………………. 47
Managing Category Hierarchies ………………………………………………………………………………………….. 49
Retail Product Hierarchy …………………………………………………………………………………………………….. 51
Channel Navigation Hierarchy …………………………………………………………………………………………….. 52
Practice: Modify the Channel Navigation Hierarchy ………………………………………………………………. 53
Add new categories to an existing Retail channel navigation hierarchy. ……………………………. 53
Add products to categories in a Retail channel navigation hierarchy. ……………………………….. 53
Add media to categories. …………………………………………………………………………………………….. 53
Publish the channel. …………………………………………………………………………………………………… 54
Push updates to channel. ……………………………………………………………………………………………. 54
Attributes Framework ……………………………………………………………………………………………………….. 54
Create attributes ……………………………………………………………………………………………………….. 55
Link attributes ……………………………………………………………………………………………………………. 55
7 Retail Product Overview ………………………………………………………………………………………… 57
Retail Product Setup ………………………………………………………………………………………………………….. 57
About Catalogs …………………………………………………………………………………………………………………. 59
Practice: Bulk Edit Product Attributes in Catalog …………………………………………………………………… 62
Bulk edit product attribute values for products under a specific category in catalog. …………. 62
Push updates to Channels. ………………………………………………………………………………………….. 63
Catalog Setup ……………………………………………………………………………………………………………………. 64
Practice: Define Catalog Specific Prices ………………………………………………………………………………… 66
Create a Price adjustment for the catalog. …………………………………………………………………….. 66
Push updates to Channels. ………………………………………………………………………………………….. 67
Up-Selling and Cross-Selling ……………………………………………………………………………………………….. 67
Product Page Layouts ………………………………………………………………………………………………………… 69
Source Codes ……………………………………………………………………………………………………………………. 70
8 Assortments ………………………………………………………………………………………………………… 76
Features …………………………………………………………………………………………………………………………… 76
Assortment Creation …………………………………………………………………………………………………………. 77
View Assortments ……………………………………………………………………………………………………………… 79
Practice: Make Products Available in a Channel ……………………………………………………………………. 80
Create an assortment to assign products to a channel. …………………………………………………… 80
Create a supplemental hierarchy to manage products. …………………………………………………… 80
Use the Supplemental retail hierarchy to exclude products from channels. ………………………. 81
Push updates to channels. …………………………………………………………………………………………… 82
Process and Publish Assortments ………………………………………………………………………………………… 82
9 Mode of Delivery ……………………………………………………………………………………………………. 84
Setup Mode of Delivery ……………………………………………………………………………………………………….. 84
Add Channels ……………………………………………………………………………………………………………………. 84
Add Products ……………………………………………………………………………………………………………………. 85
Process …………………………………………………………………………………………………………………………….. 86
10 Price and Discount Groups ………………………………………………………………………………….. 87
Retail Price Groups ……………………………………………………………………………………………………………. 87
Price Group Setup ……………………………………………………………………………………………………………… 88
Setup price group ………………………………………………………………………………………………………. 88
Create and assign prices to these channels ……………………………………………………………………. 88
Configure category pricing rules…………………………………………………………………………………… 89
Practice: Define Promotional Pricing for a Catalog ………………………………………………………………… 90
Create a new retail price group. …………………………………………………………………………………… 90
Assign the price group to the catalog. …………………………………………………………………………… 90
Assign the price group to the Fabrikam semi-annual sales discount. ………………………………… 90
Validate and publish catalog. ………………………………………………………………………………………. 90
Practice: Define Channel Specific Prices ……………………………………………………………………………….. 91
Create channel specific retail price groups. …………………………………………………………………… 91
Assign price groups to channels. ………………………………………………………………………………….. 91
Set prices using Category pricing rules. …………………………………………………………………………. 92
Edit price/discount agreement journal in Excel (Optional). ……………………………………………… 93
Push updates to channels. …………………………………………………………………………………………… 94
Mix and Match Line Group Setup ………………………………………………………………………………………… 94
Discount Period ………………………………………………………………………………………………………………… 95
Affiliation Setup ………………………………………………………………………………………………………………… 96
Practice: Define an Affiliation Discount ………………………………………………………………………………… 96
Create an affiliation price group and an affiliation. ………………………………………………………… 96
Create a new discount for the Downtown business affiliation. ………………………………………… 97
Push the configuration out to the channel…………………………………………………………………….. 97
Shop in the channel and receive a discount. ………………………………………………………………….. 98
Rounding Group and Price Point Setup ………………………………………………………………………………… 99
A rounding method group …………………………………………………………………………………………… 99
Price point groups. ……………………………………………………………………………………………………… 99
11 Pricing and Discounts ……………………………………………………………………………………….. 100
Pricing ……………………………………………………………………………………………………………………………. 100
Category and Product Pricing …………………………………………………………………………………….. 101
Channel and Catalog Based Pricing …………………………………………………………………………….. 103
Practice: Define Channel Specific Discounts ………………………………………………………………… 105
Affiliation Pricing ……………………………………………………………………………………………………… 108
Price Adjustments …………………………………………………………………………………………………….. 109
Discounts Overview …………………………………………………………………………………………………………. 111
Create Discounts ………………………………………………………………………………………………………. 113
Practice: Create Discounts for a Loyalty Program …………………………………………………………. 114
Create Mix and Match Discounts ……………………………………………………………………………….. 116
Create Quantity Discounts …………………………………………………………………………………………. 117
Create Threshold Discounts ……………………………………………………………………………………….. 118
12 Vendor Catalogs ………………………………………………………………………………………………. 119
Setup vendor catalog import parameters ……………………………………………………………………. 119
Create vendor catalog ………………………………………………………………………………………………. 120
13 Define Vendor Sales and Price Margins ………………………………………………………………… 121
Define Vendor Sales Price Point ………………………………………………………………………………………… 122
Define Vendor Product Number ………………………………………………………………………………………… 123
14 Replenishment………………………………………………………………………………………………… 125
Replenishment Setup ………………………………………………………………………………………………………. 125
Hierarchies ……………………………………………………………………………………………………………………… 125
Rules ……………………………………………………………………………………………………………………………… 125
Service Categories …………………………………………………………………………………………………………… 128
Replenishment Process ……………………………………………………………………………………………………. 130
Concepts …………………………………………………………………………………………………………………. 130
Key Features ……………………………………………………………………………………………………………. 131
Cross Docking Overview ……………………………………………………………………………………………. 132
Buyer's Push Overview ……………………………………………………………………………………………… 134
15 Product Kit Features…………………………………………………………………………………………. 136
Features …………………………………………………………………………………………………………………………. 136
Setup ……………………………………………………………………………………………………………………………… 137
Set up kit parameters ……………………………………………………………………………………………….. 137
Product Kit Setup Steps …………………………………………………………………………………………….. 137
Assemble and Disassemble ………………………………………………………………………………………………. 141
16 Retail Periodic…………………………………………………………………………………………………. 145
Overview ………………………………………………………………………………………………………………………… 145
Update Listing Status ……………………………………………………………………………………………………….. 146
Product Availability ………………………………………………………………………………………………………….. 146
Related Products …………………………………………………………………………………………………………….. 146
17 Reporting and Inquiries …………………………………………………………………………………….. 150
Sales Performance Reports ………………………………………………………………………………………………. 150
Catalog Area Analysis ………………………………………………………………………………………………………. 150
Pricing and Price Groups ………………………………………………………………………………………………….. 151

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