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Retail Store Setup

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Usman Ali Khan
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24 views

Retail Store Setup

Uploaded by

Usman Ali Khan
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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Retail & Commerce - store setup

1. On the Retail store's page, on the Action Pane, on


the Store tab, in the New group, click Retail store.

All red marked fields need to fill up with relevant data.

2. In the Stores form, on the General Fast Tab, in


the Identification section, enter the following information. All this
information is required. In the Name field, type a name for the new
store.

· In the Store number field, type an ID number for the store.


· In the Legal entity field, select the legal entity that the store
belongs to.

· In the Warehouse field, select the warehouse that you selected


or created in the previous procedure.

3. In the POS register section, enter the following information: o


In the Functionality profile field, select the profile to use to
configure the point-of-sale (POS) functionality for all registers in the
store.

a. Select the Inventory lookup check box to allow POS registers to


look up inventory.

4. In the Profile Field, Select below information:

a. In the Channel profile field, select the profile to use to define


which Channel is attached to this store and this channel that the store
uses to connect to Retail Servers, printers, and hardware stations.

b. In the Live Channel database field, select the same-store


number

c. In the Offline profile field, select the profile to use to define


which data is synchronized between the store database and the
offline databases at the registers.

5. In the Sales tax group field, select the sales tax group that is
used at the store and define TRN number. Check mark or enable
price include sales tax

6. In the Address Book:

a. Customer Address book field will fill up with default customer


of the store

b. Employee address book field need to fil up the employee


address code so we can attach staff for the store.
c. In the Default customer field, select the default customer that
is used at the store. Transactions that do not have a specific customer
use this customer.

7. In the Email Notification Profile field:

Select email notification profile to use automatically generate email


to recipients based on the configured parameters.

8. On the Statement/closing, select options for statements and


closing operations. Enter the following information:

· In the Statement section, set the statement options that are


used when the statement is calculated, generated, and posted.

· In the Rounding section, select the general leger account to use


when posting rounding differences. Also, set the maximum rounding
amount that can be posted.

· In the Maximum difference section, set the maximum


difference that is allowed when statements and shifts are posted or
when transactions are posted.

· Select the closing method that is used for the store.

· In the Batch options section, select the options that are used
when the statements are generated. For more information about
each option.

9. On the Miscellaneous, Select options for the store such as


store hours, label printing options, and training mode settings.

10. On the Financial dimensions, set the financial dimensions for


the store.
SHAPE \* MERGEFORMAT

11. In the Screen Layout Field, Select the appropriate field for
screen layout

12. In the Hardware Stations

13. In Action pane, Select Configuration Status which will give us the
set-up Statistics.

Set up Store Payment Method:

In the Store card Action Pane à on the Set-up tab à set up group
àClick Payment method button

We can add a payment method here

Copy Payment methods from an existing Store:

To copy payment methods from an existing store in the same legal


entity,

In the Store card Action Pane à on the Set-up tab àCopy group àClick
Payment method to store

So, when we are creating a new store no need to set up all again.

Assortment Setup:
1. Click Retail & Commerce à Catalogs & Assortments à
Assortments

2. On the Assortments list page, on the Action Pane, Click New to


create a new assortment. To modify an existing assortment, double-
click the assortment in the list.

3. 3. In the Assortments form, on the General, enter a number and


name for the assortment

4. In the Effective date and Expiration date fields, define the


range of dates that the assortment is valid.

5. Click the Commerce channels, and then click Add line to add
the retail channels that the assortment is assigned to. Here we can
select Retail channel Hierarchy or stores.

6. In the Product tab, here we can Add line and add product
category or individual products and we can select Include or
Exclude from the assortment.

7. After adding all these data need to Publish the Assortment.

Assortment Action pane à Click on Publish.

Once you publish system will run automatically a job called Retail
Assortment

The retail assortments job has been scheduled for this assortment

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