Use the Enterprise Portal Home page

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Log on

  1. Start a browser, and go to the retailer’s Enterprise Portal for Microsoft Dynamics AX webpage.

  2. Log on by using your Windows credentials.

  3. Click the Retail tab.

Select a store

An employee can access information about only those stores that have been assigned to the employee. If an employee has been assigned to more than one store, the primary store is displayed by default and other stores can be selected.

  • On the Enterprise Portal toolbar, in the Store list, select a store.

View information about the store

  • Click the Retail tab.

    Enterprise Portal displays the store’s contact information and hours. The Retail tab also includes lists of stock counts, receiving documents, such as purchase orders and incoming transfer orders, and picking documents, such as outgoing transfer orders.

View a list of all products

You can view a list of all the products that your store sells. You can also view detailed information about each product, such as prices, quantities, dimensions, and other inventory information.

  1. Click the Retail tab.

  2. Under Common, click Retail product list.

    Enterprise Portal displays a list of all the products that the selected store sells, together with information such as the price and inventory details. The list is read-only.

  3. To limit the list, use the filter fields at the top of the list.

  4. To see detailed information about a product, double-click the product's item number, and then follow one of these steps:

    • To see the on-hand quantities of the product at all stores, click On-hand inventory.

    • To see information about variants of the product, click Product variants.

    • To see documents that are related to the product, click Attachments.

View the store’s promotions and discounts

You can view a list of price reductions and discounts that are in effect at the store. The list is read-only.

  1. Click the Retail tab.

  2. Under Common, click Price adjustments and discounts.

    Enterprise Portal displays a list of the price adjustments and discounts that are assigned to the store, together with information such as the type and status.

  3. To limit the list, use the filter fields at the top of the list.

View reports

You can use reports to monitor sales trends, inventory, pricing, and employee performance. Reports can help you gain valuable insights into the retail business.

  1. Click the Retail tab.

  2. Under Reports, click the report that you want. Enterprise Portal includes the following reports:

    • Sales by hour – In the Date field, enter a date, and then click View report.

    • Sales by worker – Enter a From date, enter a to date, and then click View report.

    • Sales comparison by year – Select 7 days, 12 weeks, 6 months, or 1 year.

    • Sales by store – Select Today, Current week, Current month, or Previous month.

    • Performance by product – Select Week to date, Month to date, or Year to date.

    • Performance by sales category – Select Today, Week to date, Month to date, or Year to date.

    • Performance by retail category – Select Today, Week to date, Month to date, or Year to date.