The Processes of Store Management For Dynamics 365 Retails

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Microsoft Dynamics 365 for Retail can connect critical point-of-sale (POS) and headquarters processes with enterprise resource planning (ERP) and financials right out of the box for a comprehensive solution that delivers value in every area of the organization.

Adam Johnson

Adam has over 18+ years of business and consulting experience and has led and managed various aspects of Dynamics AX/365 implementations for clients including discovery, user training, system design and setup, testing, data conversion, and go-live and post go-live support. he has helped clients improve processes with creative and practical solutions. He is master certified in Microsoft Dynamics AX/365

Description

The store is one of the main units in Microsoft Dynamics 365 for Retail Headquarters. The store includes the distribution location, its own tender types, point of sale functionality, income and expense accounts and staff. Additionally, the store can be divided into sections and shelves. Typically, setting up the stores and the headquarters office in the business are the first steps when Microsoft Dynamics AX for Retail Headquarters is being set up.
0. OVERVIEW STORE MANAGEMENT PROCESS
1.0 POINT OF SALE
1.1 Processing Sales
1.2 Suspend Sale
1.3 Cancel Sale
1.4 Returns (Cross Channel)
1.5 Regular Returns
1.6 Payment Processing
1.7 Order Pickup
1.8 Reservations
1.9 Deposits

2.0 CUSTOMER MANAGEMENT
2.1 Create customer
2.2 Maintain Customers
2.3 Customer Rebate Processing

3.0 LOYALTY PROGRAM MANAGEMENT

4.0 TENDER MANAGEMENT
4.1 Coupons
4.2 Store Credits
4.3 Gift Cards

5.0 WEBSHOP
5.1 Sales Order Management
5.2 Complaints and Returns

6.0 CATALOG SALES
6.1 Sales Order Management
6.2 Catalog Management
6.3 Price Management
6.4 Complaints and Returns

7.0 LOGGING ON AND OFF
7.1 Security Setup
7.2 Access rights

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