Microsoft Dynamics AX 2012
Saturday, 27 February 2016
Retail Operation at DTD
Microsoft Dynamics AX 2012 Retail POS application from the Standard Data and following are the different process that one can do :
Now one needs to enter the user ID and Password to log in :
I am using the id as 000154 (A Manages ID ) and password is 123.
Entering the password now :
So finally this is how the standard MS Dynamics AX 2012 POS for Seatle Store (Detail for the same I will cover later) :
So here one can see we have all the related POS Buttons on the screen.
Start of the Day @ POS = Float entry :
Once you click on the drawer and shift operation button , then there are several activities related to the same are covered:
After clicking the Float Entry Button from the above screen shot , one gets the following screen for float entry:
Here I am starting with the 1000 Local retail currencies.
So here I am at the sales screen of the POS, where i can scan items, search items and sale them:
A Typical Search screen for the item, Note that here i can search Customers too.
After selecting an item i can also check its details like in the following screen:
So I have selected the item , and now that item details are reflecting on my POS sales screen :
I can also change the qty of the selected item by just clicking on the Edit Transaction, and update qty button:
I can also give Line discount amount on the item like in the following screen:
So there are info codes (Reason codes) attached to the Discounts and i am being prompted with the following screen:
I a selecting the customer satisfaction button :
So lets look at the item details now, also on the updated quantity and Balance amount:
there are possibility of the changing the Unit of Measure at the POS itself :
One can also add a comment to the Item , which is a very good functionality
Lets check the details at the POS item line with all the details of Comment , qty and the line discount :
Lets pay the bill now and check out the payment screen, its nice to have a full screen for the payment where one have the ability to select the payments by the denomination.
So select the appropriate payment and complete the sales.
Customer Creation at POS:
We can create the customers at the POS screen itself by clicking on the New customer link on the sales screen:
Following are the form in which one can enter the details :
Lets fill all needed details :
You can drill down to view the customer group as follows:
once you are done then there will be following confirmation page :
so you will see the following details as on the POS:
Creating the New address for the customer :
Selecting the country code at POS :
Selecting the State Code :
Now check out the address change / Update at the POS Screen :
Customer Order creation at POS :
First scan the items that the customer wants :
Then click on the create customer order button :
following is the customer order creation page Check out the sales order / Quote button :
Check out the quote screen :
Click on the search button to search a customer and add the customer to the sales order:
search the customer you want and then click on the customer and click select :
Now click on the add button , once the customer details are populated :
Click on the shipping and delivery link :
So here you can select to ship all/ Pick all or you can do the combination of ship and pick for different items and quantities.
I will ship 1 qty of the order and 1 qty the customer will pick up from other store:
Following is the shipping information i can fill :
Select all the needed information and the screen will look like as follows:
Click on the OK Button:
So check out the ship button is automatically ticked here :
Now try to pick the last item for the customer from other store :
So you can see the above details wherein i have selected 1 item for pick and one for ship.
Lets have a look at now to the order summery, and how it will look like :
Click on OK and proceed to the sales screen for the payment now :
Pay the total amount and you are done :
These are the basic POS Operations performed at Dynamics AX 2012 R2 Retail POS.
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