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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Handling footwear case packs

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We are trying to help a client migrate to Dynamics 365 and they are a B2B distributor of footwear to retail stores. Here is a scenario that we could use help with to determine best practice as to how to handle:

  • With most brands they carry, there are case packs which is a size run of shoes. As an example, a case pack 8E for brand ABC is a box of shoes that has 1 size 6, 1 size 7, 2 size 8, 2 size 9, and 2 size 10 in the box
  • So placing a purchase order or a customer placing an order, can order a case pack of 8E for shoe XYZ in Red
  • Eventually, case packs needs to be converted to open stock in inventory

Hope this information paints a good picture of the use case.

Thank you for any help! 

  • Suggested answer
    DAnny3211 Profile Picture
    9,280 Moderator on at
    RE: Handling footwear case packs

    hi

    Based on the scenario you described, there are several ways you can handle the process of ordering, receiving, and converting case packs to open stock in Dynamics 365. Here are some recommendations:

    Create a product catalog: You can create a product catalog in Dynamics 365 that includes all the case pack sizes for each brand of shoes your client carries. This catalog can be used by the sales team to create orders and by the purchasing team to place orders with suppliers.

    Create a purchase order: When the purchasing team needs to order a case pack, they can create a purchase order in Dynamics 365 and specify the case pack size and the brand of shoes they want to order. The purchase order can also include other relevant details such as the color, quantity, and delivery date.

    Receive the case pack: When the case pack is received from the supplier, the inventory team can receive it in Dynamics 365 and update the inventory levels. At this point, the case pack is considered as closed stock.

    Convert to open stock: To convert the case pack to open stock, you can create a new product variant for each shoe size in the case pack. For example, if the case pack includes sizes 6, 7, 8, 9, and 10, you would create five new product variants in Dynamics 365 for each color of the shoe. You can then update the inventory levels for each product variant based on the number of shoes in the case pack.

    Manage inventory: As sales are made and shoes are sold, the inventory levels for each product variant will be updated in Dynamics 365. You can also set up alerts to notify the inventory team when the stock levels reach a certain threshold, so they can order more case packs if needed.

    Overall, Dynamics 365 provides a robust platform for managing B2B distribution of footwear to retail stores, and with careful planning and execution, you can create a streamlined process for ordering, receiving, and converting case packs to open stock.

    DAniele

  • Suggested answer
    Haig Liu Profile Picture
    Microsoft Employee on at
    RE: Handling footwear case packs

    Hi OsiMaleki,

    I think you can try to implement scenarios with Sales.

    Please take a look at the example I gave: 

    1.I created a product family and gave the "shoe size" attribute.

    pastedimage1678676280295v1.png

    pastedimage1678676312400v2.png

    pastedimage1678676341093v3.png

    https://learn.microsoft.com/en-us/dynamics365/sales/create-product-family

    2.Create products for each size and attach them to the same product line.

    pastedimage1678677574188v4.png

    Tip: You can use the clone to quickly create similar products

    pastedimage1678677680869v5.png

    https://learn.microsoft.com/en-us/dynamics365/sales/create-product-sales

    https://learn.microsoft.com/en-us/dynamics365/sales/change-product-parent

    3.Set up a bundle to sell the desired products together.

    pastedimage1678678598614v6.png

    pastedimage1678678649832v7.png

    Here only list the same brand. Products of different product families can be used.

    pastedimage1678678887764v8.png

    Inventory can be set.

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