Managed Business & IT Training Solutions

MBIT Training Ltd

Retail POS and Store Operations in Microsoft Dynamics AX 2012 R3 CU8 (80718)

This e-Learning course provides students with the necessary tools and resources to learn about the features and functionality that are completed at the enterprise and modern point of sale registers. These function are typically done by retail store personnel.
SKU: 80718
GTIN: 80718
Manufacturer: Microsoft
£500.00 (GBP)

This e-Learning course provides students with the necessary tools and resources to learn about the features and functionality that are completed at the enterprise and modern point of sale registers. These function are typically done by retail store personnel.

Format: Blended learning for on-site, private delivery. A combination of e-learning with trainer input from a Microsoft Certified Trainer.

WHAT ARE THE GOALS FOR THIS COURSE?

  • Describe the retail features in AX
  • Review the Enterprise Point of Sale functionality
  • Describe the Modern Point of Sale features
  • Walk through Retail Sales Operations on Enterprise POS
  • Examine the Retail Sales Operations on Modern POS
  • Review the Enterprise Portal for Retail functionality
  • Describe the features available in AX for retailers
  • Review the architecture for retail functionality
  • Review key concepts and terminology
  • Review the user interface for headquarters
  • Review user interface for enterprise POS and modern POS
  • Review the user interface for Enterprise Portal
  • Describe the Commerce Data Exchange
  • Describe Commerce Run Time, and Real Time Service
  • Review the process for logging in and changing the password
  • Discuss basic POS navigation
  • Review the POS buttons
  • Demonstrate the tender process in EPOS and MPOS
  • Review how to override transactions in EPOS and MPOS
  • Create income and expense account entries in EPOS and MPOS
  • Review drawer operations
  • Demonstrate bank and safe drops in EPOS and MPOS
  • Discuss the features of shifts
  • Perform shift operations in EPOS and MPOS
  • Show the X and Z reports in EPOS and MPOS
  • Discuss inventory operations
  • Perform picking and receiving in EPOS and MPOS
  • Discuss and complete stock count in EPOS and MPOS
  • Check price and availability of a product in EPOS and MPOS
  • Disassemble a kit product in EPOS and MPOS
  • Walkthrough loyalty and gift card process in EPOS and MPOS
  • Void transactions, items, and payments in EPOS and MPOS
  • Review the time clock in EPOS and POS
  • Logon to the Modern POS and reset the password
  • Discuss the basic Modern POS navigation
  • Review the buttons in the Modern POS
  • Review typical tasks for a "Day in the Life of a Cashier"
  • Show how to add a Product Variant to a Transaction
  • Use the various search functions in the POS
  • Edit lines and transactions for a sale in EPOS and MPOS
  • Review the tender and check out process
  • Create customer order quotes in EPOS and MPOS
  • Modify customer sales orders in EPOS and MPOS
  • Create and process returns in EPOS and MPOS
  • Discuss how to email receipts
  • Describe email notifications sent from POS transactions
  • Review the Enterprise Portal architecture
  • Discuss the features for retail in the Enterprise Portal
  • Review the Retail site home page
  • View products, price adjustment and discounts
  • View and print reports
  • Perform a stock count
  • Receive a purchase order or transfer order
  • Pick a transfer order for an outgoing transfer

WHAT ARE THE PREREQUISITES TO CONSUME THIS COURSE?

  • General knowledge of Microsoft Windows
  • General knowledge of Microsoft Dynamics AX 2012
  • The ability to use Microsoft Dynamics AX 2012 for basic processing
  • Basic knowledge of Retail Application Functionality