Skip to main content

Notifications

Announcements

No record found.

Supply chain | Supply Chain Management, Commerce
Answered

Sales/Purchase order from retail channel

(0) ShareShare
ReportReport
Posted on by Microsoft Employee

How can one create sales or purchase order from a retail channel?

How can we identify whether a sales order is created from a legal entity or from a retail channel?

Please, help!

  • Verified answer
    Ramune Profile Picture
    Ramune on at
    RE: Sales/Purchase order from retail channel

    Hi Saksham,

    yes, it is possible to create retail sales order directly from D365, but then you need to set up Call center (which is also retail channel).

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sales/Purchase order from retail channel

    Thank you for reply Ramune :)

    Is it possible to create a sales order from a retail channel (Brick & mortar store) in D365 directly, i.e. without using POS?

  • Verified answer
    Ramune Profile Picture
    Ramune on at
    RE: Sales/Purchase order from retail channel

    Hi Saksham,

    in addition, you can see Channel on the list of Sales orders: 

    pastedimage1600676655636v1.png

    Another one option - when you open sales order Header, you see a parameter 'Retail sale' - if it is marked, sales order is coming from one of retail channels, if not - it is a regular sales order:

    pastedimage1600676851088v2.png

  • Verified answer
    A.Prasanna Profile Picture
    A.Prasanna 8,175 on at
    RE: Sales/Purchase order from retail channel

    Depending on How you set Dimensions Structure /  Organization Hierarchies , you can identify from which Retail Channel it was originated and then you can also Identify Terminal and the worker too. Just refer Demo data (USRT Legal Entity) if you want to get more clarity. if you need Legal entity you need to add Legal entity dimension when you configure Account structures .

    Refer below capture

    D365Rdim.PNG

    Hope this will help.

    Thanks & Regards,

    Amith Prasanna

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,759 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,468 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans