Set Up Retail Parameters

Use this option to enable or disable retail functionality for the Sana webshop.

Use this option to enable or disable retail assortments for the Sana webshop. An assortment is a collection of products that is assigned to a retail store in Microsoft Dynamics 365 for Finance and Operations.

For more information, see Assortments.

Select a retail store. To create a retail store, click: Retail and Commerce > Channels > Stores > All Stores. The retail store contains assortments and price groups that are assigned to it.

Select a POS terminal. To create a POS terminal, click: Retail and Commerce > Channel setup > POS setup > Registers. The POS register contains basic information and various control fields for terminal functionality.

The POS register should be assigned to a store. Select the necessary POS register in the Store number field on the General FastTab.

Microsoft Dynamics 365 Commerce supports call centers as a type of retail channel. In a call center, workers take orders from customers over the phone and create sales orders.

Using the Complete call center order and Call center payment method settings, you can specify how call center orders should be processed in Microsoft Dynamics 365 for Finance and Operations.

If the Complete call center order setting is enabled, then a call center order will be automatically processed in Microsoft Dynamics 365 for Finance and Operations. In case this setting is disabled, then a call center order should be manually processed in Microsoft Dynamics 365 for Finance and Operations.

In the Call center payment method field, you need to specify a payment method for your call center orders. The payment method is used to create a customer payment for a call center order.

For more information, see Retail Orders.