retail configuration
TRANSCRIPT
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Retail.1.1Create Product
1. Product:Product Information Management Common Products
Step 1: Click the Newbutton to create new Product
1-Complete the information below to create a new account
Field Value Comments
Product Type Item
Product Subtype Product
Product Number 110112
Product Name Hugo
Search Name Hugo
Retail Category Cosmetics
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Release the product.
ClickAdd
Choose theProduct which you need to release
ClickO.K
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2. Product MasterProduct Information ManagementCommonProduct Masters
Step 1: Click the Newbutton to create new Product
Field Value Comments
Product Type Item
Product Subtype Product Master
Product Number 110113
Product Name Boss
Search Name Boss
Retail Category Cosmetics
Product Dimension Group Style
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Release the product.
ClickAdd
Choose theProduct which you need to release
ClickO.K
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Retail.1.2 Create Warehouse
Inventory ManagementSetupWarehouses
Add New.
Warehouse: 1000
Name: Salmyia
Click O.K
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Retail.1.3 Create Store
RetailCommonRetail ChannelsRetail Stores
ClickNew
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In General Fast Tab.
Field Value Comments
Name Marina Mall
Store Number SA-MA
Warehouse Salmiya
Currency KWD
Customer Address Book Marina
Employee Address Book Marina
Screen Layout ID Casher
Functionality Profile Standard Profile
In Statement Fast Tab.
Field Value Comments
Statement Method Stuff
Rounding Account 803100
In Miscellaneous Fast Tab.
Field Value Comments
Payment Method Tender
Opening Hours From: 09:00 AM
To: 10:00 PM
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Retail.1.4Create Distribution Location
RetailSetupRetail SchedulerDistribution Locations
ClickNew
Field Value Comments
Location Number 22
Description Salmiya
Store 22
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Retail.1.5 Create Distribution Location List
RetailSetupRetail SchedulerDistribution Locations List
ClickNew
Field Value Comments
Name General
Description General
Location 22
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Retail.1.6 Create Retail Product hierarchy
RetailSetupCategory HierarchyRetail Product Hierarchy
Click Edit Product Hierarchy
Click New Category NodeName Cosmetics
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Retail.1.7 Create Terminal
RetailSetupPOSPOS Terminal
Click New
Field Value Comments
Terminal Number 33
Description Front Office
StoreReference 22
Hardware Profile HW001
Visual Profile VP001
Statement Method Staff
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Retail.1.8 Create AssortmentRetailCommonAssortment
ClickNew
Add the following Values:
Field Value Comments
Assortment Number A0001
Assortment Name Arabia Mall
Effective Date 5/12/2013
Retail ChannelsAdd Line Add Retail channel
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Retail.1.9Create DiscountRetailCommonDiscount
Click New
Add the following Values:
Field Value Comments
Name El-Samah General Fast Tab
Currency KWD General Fast Tab
Discount Percentage 30% Price/Discount Fast Tab
Effective Date 6/1/2013 Validation Period-Fast Tab
Expiration Date 12/31/2013 Validation Period-Fast Tab
Product Hugo Line- Fast Tab
Category Cosmetics Line- Fast Tab
Discount Method Discount Percentage Line- Fast Tab
Unit ea
Discount Percentage 30%
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Retail.1.10Create Buyers Push
Retail
Common
Replenishment
Buyers Push
Click New
Add the following Values:
Field Value Comments
Buyers Push BP000001
Description Push
Site 4
Warehouse 100
Item Number 1000
Unit ea
Quantity to Distribute 5
Click Calculate
ClickCreate Order
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Retail.1.11Create Replenishment RuleRetailSetupReplenishmentReplenishment Rule
Click New
Add the following Values:
Field Value Comments
Replenishment All
Description All
Type Replenishment Hierarchy
Name Stores by Type
Default Weight 63
Default Percent 100
ClickClose.
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Retail.1.12Create Payment MethodRetailSetupPayment MethodPayment Method
Click New
Add the following Values:
Field Value Comments
Payment Method 1
Payment Method Name Loyalty Cards
Default Function Card
ClickClose
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Retail.1.13Create Permission GroupRetailSetupPOSPOS Permission Group
Click New
Add the following Values:
Field Value Comments
POS Permission Group Cashier
Description Cashier Permission Group
Check Boxes Check the permissions which you
want to add to the Cashier
ClickClose
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Retail.1.14Create Distribution ScheduleRetailPeriodicRetail SchedulerDistribution Schedule
Click New
Add the following Values:
Field Value Comments
Name A-1000
Description Currency
AOS Connection Profile Put the server name
Reference Add Distribution Location List
ClickRun Directly
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Retail.1.15Create StatementRetailJournalsStatement
Click New
Add the following Values:
Field Value Comments
Store Number 22
Store Name Salmiya
ClickTransactions & Choose the transactions which you want to add to the statement.
Click Calculate Statement.
Click PostStatement.
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Retail.1.16Create Trade AgreementRetailCommonProductReleased Product by Category
From the Category Hierarchy choose Product
Click in the Selltab
ChooseCreateTrade Agreement
Enter Journal name thenChoose Lines
Add the following Values:
Field Value Comments
Relation Line discount (Sales)
Account Code All
Item Code Table
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Field Value Comments
Item relation 1000
Unit ea
From 5
To 20
Amount in Currency 200
Currency KWD
From date 6/1/2013
To date 12/31/2013
Click Validate
Click Post