Working with retail channel in D365

 

clude three type of stores i.e. online stores, call centers, and retail stores (also known as brick-and-mortar stores).

Every retail store channel can have its own properties like payment methods, price groups, point of sale (POS) registers, income accounts and expense accounts and staff. You must set up all of these elements before you can create a retail store channel.

Create and Configure the retail channel

1. Go to Modules > Retail and Commerce > Channels > Stores > All stores
2. On the Action Pane, click New.

3. Fill out the all mandatory fields (Name, Store number, Legal entity, Warehouse, Store time zone, Sales tax group, Currency, Customer address book, Default customer etc.)

4. In the Email notification profile field, enter a valid email notification profile.

5. On the Action Pane, select Save.

Additional Settings

These settings include default screen layout in the Screen Layout section and setup the retail hardware station in the Hardware Station section (Note: For Hardware section you require to configure and install the hardware station) and if you click on the Action Pane under the  Set up section. Here you will find some other settings as well like

1.  Payment methods
2. Cash declaration
3. Modes of delivery
4. Income/Expense account sections,
5. Fulfillment group assignment, and safes.

Try to setup the payment method, cash declaration and Mode of delivery for your store and let me know in the comment section how was it is.

Happy Learning