Wednesday, 13 April 2016

Microsoft dynamics ax 2012 | R3 Retail functional online training


Setup and configure organizational parameters (15-20%)
  • Model an organization
    • Create models of organizations; create and modify organization hierarchies; create and modify an operating unit; apply best practices to organizational models
  • Configure retail parameters
    • Create and configure a retail workflow; manage reason and sub codes; manage operating units; define retail parameters; setup sales tax; define payment methods
  • Integrate stores
    • Configure Commerce Data Exchange services; configure the async server profile; work with channels; setup up store locator
  • Manage retail channels
    • Build an online store; configure social and marketplace integration; integrate a call center; create a warehouse; create retail stores

Setup and configure point of sale (POS) (15-20%)
  • Perform POS setup
    • Setup POS profiles (hardware, visual, receipt, etc.); build the POS to support mobile and tablet systems; configure POS extensibility features; determine the database connection status
  • Configure POS terminals
    • Configure a receipt format; setup keyboard mappings; configure POS permission groups; create screen layouts that use button grids and images; configure drawer operations; customize POS buttons
  • Configure barcodes and labels
    • Create barcodes for specific products, print shelf labels, create barcode masks, view the barcode for a specific product

Setup and configure products (15-20%)
  • Configure basic product parameters
    • Create a product; modify a product’s attributes; create a product master or variant; implement product translations, create, assemble, and sell kits
  • Build product category hierarchies
    • Create a category hierarchy; maintain the hierarchy; bulk edit a category; create a virtual catalog
  • Manage pricing discounts
    • Apply a discount period; give quantity discounts; discount products based on catalogs; adjust prices
  • Release products
    • Look up price list, discounts, sales transactions of a product; link products; check the product
  • Connect vendor information to products
    • Setup price margin on a product; determine the price point of a product; add vendor product numbers to a product

Manage retail operations (15-20%)
  • Manage workers
    • Setup a job; setup a worker; import user profiles; implement role-based security for retail; manage shifts
  • Report on retail information
    • Report on store metrics; generate sales reports; analyze sales; generate statements
  • Implement customer loyalty schemes and gift cards
    • Create a loyalty customer; build a customer loyalty scheme; report on customer loyalty; add products to loyalty schemes; create cross-company gift cards
  • Manage journals
    • Create a statement; calculate a statement; post a statement; configure batch processes to create statements
  • Manage inventory replenishment
    • Build replenishment rules; create and transfer orders; cross dock for product distribution; create a replenishment hierarchy

Conduct retail activities (15-20%)
  • Perform POS operations
    • Conduct a transaction; override a price; hold and recall a transaction; configure product and transaction attributes; void a transaction and payment
  • Make a customer quotation
    • Create a customer quotation; modify a customer quotation; convert a quotation to a sales order; cancel a customer quotation
  • Manage sale orders
    • Create, modify, recall and cancel a sales order; return a sale; picking up an order; change an order’s delivery method; issue credits; configure and accept deposits

Manage enterprise operations (15-20%)

  • Manage the retail transaction service
    • Configure the service connections; determine requirements for the retail transaction service; configure the retail transaction service for sales orders, sales invoices, returns, stock counting inventory, purchase orders and transfer orders
  • Perform retail operations using the enterprise portal
    • Login in to the portal; view reports for different roles; perform a stock count; receive a PO or transfer; receive and complete an order
  • Manage a call center
    • Create a sales order; provide customer service; upsell and cross-sell products; provide telesales scripts; manage payments