AX2012 R3 Retail: Linking employees to a store

Hi Folks,

I believe you guys know that there are lot of enhancements and design changes in retail R3. Because of this reason, I got to take a break from sharing Retail knowledge as I don’t want my posts to go obsolete on R3

Now, I’m with you to help you ramp up with retail R3. In today’s post, we are going to understand how workers are connected to a Store and how a POS person can connect to POS system.

If you are new for Retail, I would suggest you to refer to my previous post on basic retail understanding.
https://daxing2012.wordpress.com/2014/04/07/306/

Linking workers to stores:

Initially, when I started working with AX2012 retail, I went crazy to configure an employee to be able to log in to POS system, because, I didn’t find any documents that explain me the things. So, keeping the Retail beginners in mind, I’m writing few initial posts on retail. So, experts, you should bear me initially. :D.

When we open retail POS, it asks for Operator ID and password; what should we submit there?

(In previous post, we understood how to identify, to which store my POS system connected to.)

  • Go to Retail>Stores>”Select the store to which my POS system belongs to”
  • Click Setup> Workers; you will see the list of employees who are responsible for the selected store.
  • Store-Workers

    Personal number of employee is going to be Operator number that we need to submit during the POS login.

  • Go to employee’s master and click Retail tab and change the password of the employee. This is the password the employee has to use while logging in.
  • Transfer data changes to the store database:

    As we discussed in the previous post, to get the data transferred from AX database to store database, you would need to run some jobs.

    To transfer the employee related data to the store database:

  • Go to Retail>Periodic>Data distribution> Distribution schedule.
  • Select the job with description “Staff” and click run. (Since we updated employee related data we are running a job which transfers the staff data to store data base).
  • Once you receive a successful message, you are ready to login to your POS using the operator id and the password you have changed.
  • How to configure a new employee to be able to login to the POS:

    Scenario: Sunny is a new employee who has been hired to Seattle store and has to be given access to login to the POS.

    Employees should be in the address book of the stores to gain the access to the POS. Let’s see how to link an employee to the stores.

    Go to Stores and select “Seattle” store to see the “Address book” of the stores. A new employee who is hired should be linked with the same address book as stores.
    Linking employees to a store

    You can notice “Sunny” is now an employee connected to “Seattle” store.

    POS-workers

    Points to remember while you are linking an employee to a store:

  • Employee doesn’t need to be connected to a user in AX.
  • Employee must have a position assigned.
  • Employee should have the same address book as the stores.
  • Run the job “Staff” in the distribution schedule” to get the data reflected into your store database.
  • Guys, with this information you will now be able to login to POS and start exploring the POS system. In my further posts, I will take you with the configurations part.

    DAX to the MAX – Sunny

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    4 thoughts on “AX2012 R3 Retail: Linking employees to a store

    1. Sunny, thanks for doing what u r doing. I m just a beginner with no previous dynamics touch. Its really easy to understand ur blogs and tutorials. Please do have it simple as this and help us to gain experience. Thanks a lot

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