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Set up a retail channel

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This article describes how to create a new retail channel in Microsoft Dynamics 365 Commerce.

Dynamics 365 Commerce supports multiple retail channels. These retail channels include online stores, call centers, and retail stores (also known as brick-and-mortar stores). Each retail store channel can have its own payment methods, price groups, point of sale (POS) registers, income accounts and expense accounts, and staff. You must set up all of these elements before you can create a retail store channel.

Before a retail channel is created, ensure you follow the channel prerequisites.

Create and configure a new retail channel

To create and configure a new retail channel, follow these steps.

  1. In the navigation pane, go to Modules > Retail and Commerce > Channels > Stores > All stores.
  2. On the Action Pane, select New.
  3. In the Name field, provide a name for the new channel.
  4. In the Store number field, provide a unique store number. The number can be alphanumeric with a maximum of 10 characters.
  5. In the Legal entity drop-down list, enter the appropriate legal entity.
  6. In the Warehouse drop-down list, enter the appropriate warehouse.
  7. In the Store time zone field, select the appropriate time zone.
  8. In the Sales tax group drop-down list, select an appropriate sales tax group for the store.
  9. In the Currency field, select the appropriate currency.
  10. In the Customer address book field, provide a valid address book.
  11. In the Default customer field, provide a valid default customer.
  12. In the Functionality profile field, select a functionality profile if applicable.
  13. In the Email notification profile field, provide a valid email notification profile.
  14. On the Action Pane, select Save.

The following image shows the creation of a new retail channel.

New retail channel.

The following image shows an example retail channel.

Example retail channel.

Other settings

There are numerous other optional settings that can be set in the Statement/closing and Miscellaneous sections, based on the needs of the retail store.

In addition, see Screen layouts for the point of sale (POS) for information on setting up the default screen layout in the Screen layout section and Configure and install Retail hardware station for setup information about the Hardware stations section.

The following image shows an example retail channel setup configuration.

Example retail channel configuration.

Additional channel set up

There are additional items that need to be set up for a channel that can be found on the Action Pane under the Set up section.

Additional tasks that are required for online channel setup include setting up payment methods, cash declaration, modes of delivery, income/expense account, sections, the fulfillment group assignment, and safes.

The following image shows various additional retail channel setup options on the Set up tab.

Set up channel.

Set up payment methods

To set up payment methods, for each payment type supported on this channel, follow these steps.

  1. On the Action Pane, select the Set Up tab, then select Payment methods.
  2. On the Action Pane, select New.
  3. In the navigation pane, select a desired payment method.
  4. In the General section, provide an Operation name and configure any other desired settings.
  5. Configure any additional settings as required for the payment type.
  6. On the Action Pane, select Save.

The following image shows an example of a cash payment method.

Example payment methods.

The following image shows an example of a cash payment method and the Amount tab configuration.

Example payment method setup for amounts.

Note

Values for the Amount tab are cached in the Retail Server and will not immediately take effect after you run the Distribution Schedule jobs. You may need to restart the Cloud Scale Unit to immediatly apply these values for testing.

Set up cash declaration

  1. On the Action Pane, select the Set Up tab, and then select Cash declaration.
  2. On the Action Pane, select New, and then create all Coin and Note denominations that are applicable.

The following image shows an example of a cash declaration.

Setup up cash declarations.

Set up modes of delivery

You can see the configured modes of delivery by selecting Modes of delivery from the Set up tab on the Action Pane.

To change or add a mode of delivery, follow these steps.

  1. In the navigation pane, go to Modules > Inventory management > Modes of delivery.
  2. On the Action Pane, select New to create a new mode of delivery, or select an existing mode.
  3. In the Retail channels section, select Add line to add the channel. Adding channels using organization nodes instead of adding each channel individually can streamline adding channels.

The following image shows an example of a mode of delivery.

Set up modes of delivery.

Set up income/expense account

To set up income/expense account, follow these steps.

  1. On the Action Pane, select the Set Up tab, and then select Income/Expense account.
  2. On the Action Pane, select New.
  3. Under Name, enter a name.
  4. Under Search name, enter a search name.
  5. Under Account type, enter the account type.
  6. Enter text for Message line 1, Message line 2, Slip text 1, and Slip text 2 as needed.
  7. Under Posting, enter posting information.
  8. On the Action Pane, select Save.

The following image shows an example of an income/expense account.

Set up income/expense accounts.

Set up sections

To set up sections, follow these steps.

  1. On the Action Pane, select the Set Up tab, and then select Sections.
  2. On the Action Pane, select New.
  3. Under Section number, enter a section number.
  4. Under Description, enter a description.
  5. Under Section size, enter a section size.
  6. Configure additional settings for General and Sales statistics as needed.
  7. On the Action Pane, select Save.

Set up a fulfillment group assignment

To set up a fulfillment group assignment, follow these steps.

  1. On the Action Pane, select the Set up tab, and then select Fulfillment group assignment.
  2. On the Action Pane, select New.
  3. In the Fulfillment group drop-down list, select a fulfillment group.
  4. In the Description drop-down list, enter a description.
  5. On the Action Pane, select Save

The following image shows an example of a fulfillment group assignment setup.

Set up fulfillment group assignments.

Set up safes

To set up safes, follow these steps.

  1. On the Action Pane, select the Set Up tab, and then select Safes.
  2. On the Action Pane, select New.
  3. Enter a name for the safe.
  4. On the Action Pane, select Save.

Ensure unique transaction IDs

Transaction IDs generated for the point of sale (POS) are sequential and include the following parts:

  • A fixed part, which is a concatenation of store ID and terminal ID.
  • A sequential part, which is a number sequence.

Because transaction IDs are generated in both offline and online modes, there can be instances of the creation of duplicate transaction IDs. Eliminating duplicate transaction IDs can require a significant amount of manual data fixing.

To prevent duplicate transaction IDs, a new transaction ID format has been introduced that uses a 13-digit number generated by calculating the time in milliseconds since 1970. This new format makes transaction IDs nonsequential and ensures that they're always unique.

The new transaction ID format is <store ID>-<terminal ID>-<milliseconds since 1970>. The new transaction ID format feature can be enabled from the Feature management workspace in Commerce headquarters.

Note

  • Transaction IDs are meant for internal system use only, so they aren't required to be sequential. However, many countries require receipt IDs to be sequential, so check your organization's requirements before enabling the new transaction ID format feature.
  • After the new transaction ID format feature is enabled, you won't be able to disable this feature in headquarters.
  • The new transaction ID format feature is enabled by default starting with Commerce version 10.0.41.

To enable the use of the new transaction ID format, follow these steps:

  1. In headquarters, go to System administration > Workspaces > Feature management.
  2. Filter for the "retail and commerce" module.
  3. Search for the Enable new transaction id to avoid duplicate transaction ids feature name.
  4. Select the feature, and then in the right pane, select Enable Now.
  5. Go to Retail and Commerce > Retail and Commerce IT > Distribution schedule.
  6. Run the 1070 Channel configuration and 1170 POS task recorder jobs to synchronize the enabled feature to the stores.
  7. After the changes are sent to the stores, POS terminals must be closed and reopened to use the new transaction ID format.

Set up store location for store selector

Store location data, including latitude and longitude, is used in store selector scenarios in both POS and e-commerce sites.

To set up the store location in Commerce headquarters, follow these steps.

  1. Go to Organization administrator > Organizations > Operating units.
  2. In the left navigation pane, filter the operating unit by name or the operating unit number of the channel, and then select it.
  3. On the Addresses FastTab, select More options > Advanced to access the Manage addresses form.
  4. On the General tab, enter the applicable values for Latitude and Longitude.
  5. On the Action Pane, select Save

Additional resources

Channels overview

Channel setup prerequisites

Set up an online channel

Set up a call center channel