Product documentation
Important
Counter sales > Setup > Stores
The counter sales store a new entity and it is not related to the retail store.
A counter sales store is always related to a warehouse. Either by linking a store either to a retail call center on which a warehouse is defined or to a warehouse directly.
The use of a call center store implicates that the created sales orders are created as retail orders, which enables the retail call center functionality of Microsoft Dynamics 365 for Finance and Operations , like retail pricing and guided selling.
If you do not want to create call center orders you have to setup a store with a reference directly to the warehouse.
Once a store is created, it is not possible to change the link anymore.
Please also consider to use or not to use the warehouse management processes. If no Warehouse management functionality is needed, the function Release to warehouse is not supported.
Important
To prevent this mix-up of store types, you have to decide which reference type (call center or warehouse) you are going to use within the legal entity. This default reference type can be setup on the Counter sales > Setup > Counter sales parameters > tab: Stores
On creation of a store the reference type will be set based on this parameter and cannot be changed on the store. If there is a reason to mix up stores with different reference types (e.g. when you want to migrate from stores with reference type warehouse to stores with reference type call centers, you can do this by temporary change the reference type parameter in the counter sales parameters.
This table gives you an overview of the main differences between using a store with reference type call center versus warehouse
| Field | Description | Remark |
| Setup |
Additional: Organization hierarchies Channels Product categories |
|
Assortment per store |
Yes, to be uses for prices and discounts |
No |
|
Controlled delivery modes depending on channel, product, address |
No | |
|
Retail price and promotions cross sell, up sell, mix & match |
Yes |
No |
|
Retail catalogs |
Yes |
Yes, but you can not use them for sales order discounts |
|
Customer service screen |
Yes |
Yes |
|
Many lines per order |
A useful addition to the store setup form is the menu-option for Related Information. From this menu-tab the related register-setup for the store can be accessed easily.
| Field | Description |
| Reference type | Determines the type of the store: Call center or warehouse |
| Reference Id | Id of the call center or warehouse Set the reference type first to select the right call center ID or warehouse ID. For retail environments the store must be related to a call center. |
| Store type |
Warehouse Store or Distribution Center. This is an indicator whether the store is defined as a store warehouse or it acts as distribution center warehouse. Normally the store warehouses will be refilled from the distribution center and the goods will be sold accross the counter, where as the distribution center is refilled directly from the suppliers. Only one warehouse can be setup for a single store. Functionally in the system it triggers a different behavior when creating the order:
If for some reason this is not desired, by enabling the Store / Register uses standard posting dialogs the system and does not apply our optimizations and the user has to choose the correct parameters themselves. The store parameter is used for users that are directly linked to a store, the register parameter for users that are linked to a register. |
Important
"Enable order completion" on the Call center needs to be disabled in order to be able to use Counter Sales Order completion.
From of version 10.0.22 Microsoft enables the feature "Omni-channel Commerce order payments" by default. When this feature is enabled the checkbox " Enable order completion" on the Call center is enabled and hidden. Turn off this feature when you want to create a Store with reference type call center.
| Field | Description |
| Login with GUID | Instead of a log in with user name and password a log in with a GUID is possible. The worker can use a login badge with barcode or a personal magnet stripe card that is attached to the computer via USB. Based on the scanned GUID the user name and password is retrieved and the worker is signed in automatically. On the worker you also have to enable the Login with GUID checkbox. When enabling the checkbox a new GUID is generated. If you do not want to use a GUID, you can type in any unique value. |
| Address book | By specifying the address book both on the store and the related worker(s), they can be grouped together. So to give a single worker only access to the POS registers for one single store, this can be organized by creating a specific address book and link this to both the store and the worker. The validation on address book is also executed when selecting a store on a user. The address book of the worker that is linked to the user and the selected store need to match. |
| Show store user details |
In the header of the sales order, sales quotation, sales order and inquiry workspace and customer service form the following information of actual store user is displayed:
|
| Field | Description |
| Anonymous customer | Within a retail environment, in most cases, the customers will be anonymous. Creating a new sales order, you can indicate that it is for a one-time customer (this is standard Microsoft Dynamics 365 for Finance and Operations functionality). For financial postings or analysis purposes, it can be useful to set a specific anonymous customer related to this store. For this reason the counter sales solution supports a new function New anonymous order. |
As the scanning functionality also can be used without stores the general setup is done from the module Accounts Receivable > Setup > Accounts receivable parameters > tab Sales order optimizer. When using stores, some of the setup must be done on each store. A store can be determined by the current user, (via the linked register or store on the user) while creating a new sales order, these store settings are used instead.
| Field | Description |
| Enable scanning | With this slider set to Yes, the extra scanning tab on the sales order form in the line view is enabled. |
When a user wants to generate a confirmation, packing slip or invoice in standard Microsoft Dynamics 365 for Finance and Operations he gets a dialog in which he can select lines, change quantities and change a lot of parameters. In order to make the work of the user easier, we have optimized this process.
When order completion is enabled and the order is linked to a store we skip this dialog. Instead the printer settings are retrieved from the user, and the packing slip is generated based on a predefined routine (the same routine as which determines what needs to be paid in case of Take away + Delivered). Also when an invoice is posted we always post a packing slip first.
If for some reason this is not desired, by enabling the Store / Register uses standard posting dialogs the system and does not apply our optimizations and the user has to choose the correct parameters themselves.
The store parameter is used for users that are directly linked to a store, the register parameter for users that are linked to a register.
| Register uses standard posting dialog | No (advised setup): Order completion screen generates Confirmation, Packing slip and Invoice in one step. The posting quantities are determined by the system logic, and the register user can not change these quantities. Yes (advanced scenarios): Order completion screen opens the standard posting dialog for Confirmation, Packing slip and Invoice. The register user can change the quantities. |
Financial dimensions are used in the payment journals when creating payments via the payment registration form. Only if the Store CSS dimension has been activated this dimension is set to the sales order header. For more information see feature Financial dimensions