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Category Archives: Retail

Archive sales order

November 14, 2014by Lachlan Cash Leave a comment

I did a post yesterday about the process of invoicing orders through the call center process. There was a feature added in AX2012 R3 to archive sales documents into a […]

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Accounts receivable, Retail, Sales and marketing

Invoicing an order initiated from the call center process

November 13, 2014by Lachlan Cash 3 Comments

This is a quick walk through of the process that would happen in the backend of an order that has to be invoiced after being initiated through the call center. […]

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Retail, Sales and marketing

Adding a product to an assortment

November 13, 2014by Lachlan Cash Leave a comment

The retail assortment functionality is a good concept for defining what products are valid for a channel. This is a process that you need to go to for publishing the […]

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Retail, Sales and marketing

Retail catalog concepts

November 12, 2014by Lachlan Cash Leave a comment

The retail catalog has a lot of flexibility for managing products to display through the different channels. There are quite a few concepts to get familiar with to understand where […]

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Retail, Sales and marketing

Taking a sales order from Retail e-commerce

November 11, 2014by Lachlan Cash Leave a comment

If you haven’t explored the retail functionality in AX2012 yet now up to R3 and also with the upcoming CU8 the functionality is growing in leaps and bounds. This is […]

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Retail, Sales and marketing

Sales order taking via call center in R3

Featuredby Lachlan Cash 4 Comments

There was a new retail channel that was added in AX2012 R3 called a call center. In effect this gives some quick optimizations to the sales order entry processes. This […]

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Retail, Sales and marketing

Differences between trade agreement discount and retail discount

November 10, 2014by Lachlan Cash 2 Comments

The retail functionality has been growing in AX2012 since the initial release in R1. It gives you more options for configuring and managing prices and discounts for the different retail […]

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Accounts receivable, Retail, Sales and marketing

Retail assortment hierarchy

November 9, 2014by Lachlan Cash Leave a comment

The retail assortment hierarchy is used to manage settings and structure in the retail module. This is a quick video on where to find and configure the hierarchy. This video […]

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Organization model, Retail

Credit card setup and use on sales order

Featuredby Lachlan Cash 3 Comments

The usage of credit cards is a given in most countries and types of sales or goods and services. Dynamics AX has credit cards process functionality that you can setup […]

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Accounts receivable, Retail

Sales price margin alert in AX2012 R3

August 7, 2014by Lachlan Cash 2 Comments

There was a lot of new features peppered through the sales and marketing, retail functionality in Dynamics AX 2012 R3. One of those in was a margin alerts feature that […]

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Accounts receivable, Retail, Sales and marketing

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