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.

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.

 

Store settings

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: in case of store type store, the warehouse of the store will be set on the order, in case of type distribution center, the he gets the default Microsoft Dynamics 365 for Finance and Operations 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 (See add hyperlink), and the packing slip is generated based on a predefined routine (see add hyperlink) and when an invoice is posted we also post the packing slip (see add hyperlink). 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.

Login

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: Store of the order (only for sales order and sales quotations) Store of the current user Register of the current user (only when a register is set on the user) Worker name of the current user

Sales order

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.

Automatic recalculation of price and discount

Before you are going to pay an order you want to be sure that all price and discount information is up to date. As we have a parameter to skip the fetching of the prices and discounts when scanning items on to the order the user should not forget to update the order lines before he is going to pay. With this parameter you can control when you want to recalculate the retail prices and discounts: Never: On manual insert of an item the system fetches the prices and discounts, and you can do a manual update via the “Recalculate” function on the order header Always: Each time the payment registration form is opened the system will execute the “Recalculate function” Skip price calculation enabled: When opening the payment registration form the system will only execute the Recalculate function if there are items on the order that have been entered via the scan field and the parameter “Skip price calculation” is enabled for the store of the order.

Scanning

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.

Skip price calculation

For performance purposes, the retail price and discount calculation can be disabled when an item is added to the order via the scan field. After entering the sales line, the “Recalculation” function can be used. This parameter is only applicable for stores with reference type call center.

Posting

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.

Field	Description
Store uses standard posting dialogs	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 store user can not change these quantities. Yes (advanced scenarios): Order completion screen opens the standard posting dialog for Confirmation, Packing slip and Invoice. The store user can change the quantities.

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

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