Create and assign a worker to a retail channel in Dynamics 365 Retail

 

Create and assign a worker to a retail channel in Dynamics 365 Retail

  1. Go to Retail and Commerce > Employees > Workers.
  2. On the Action Pane, select New to create a new employee.
  3. Enter the first and last name of the worker.
  4. Verify that the Legal entity field is set to USRT, the Worker type field is set to Employee, and the Employment start date field is set to the current date at 12 AM, so that the worker's employment starts immediately.
  5. Select the Assign a position check box. Select position number 000544, which is the Store manager position.
  6. Set the Personnel action type field to Hire Action to hire a new employee immediately.
  7. Select Continue.
  8. On the Action Pane, select Complete to finish creating the new worker.
  9. Return to the worker list. Search for the newly created worker (for example, Amir Ali). Select the worker's name to see the details of the new worker.
  10. On the Action Pane, select Edit.
  11. Verify that the language for the worker is en-us.
  12. Under Worker summary, in the Address books field, select the Houston store.
  13. On the Commerce tab, you can reset the POS password. For this tutorial, reset the password to 123.
  14. On the Commerce tab, under Screen layout, assign a screen layout. For example, select F2MP16:9M (Fabrikam MPOS Manager (16:9)).
  15. On the Action Pane, select Save.
  16. Go to Retail and Commerce > Periodic > Distribution schedule.
  17. Select the 1060 – Staff job, and then, on the Action Pane, select Run now to sync the worker data to the channel database.
  18. After the new worker has been created and synced to stores, the worker can sign in to any POS device that is used in the HOUSTON store that the worker is assigned to, and the worker can perform transactions on that device.
  19. But make sure that the device must be activated first. If you don't know how to activate device. Just comment below and I will post an article on it.

Happy Learning

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