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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / ChannelType -- need to...
Microsoft Dynamics RMS (Archived)

ChannelType -- need to differentiate/flag phone, online & store sales

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Posted on by Jenifer Schmirtt 100

 Hello,

 

Hopefully I will get  some reply for this post...

 I need to  flag the sale by channel type, that is where the sale originated from: phone, online, store, chat...
It was suggested to me to use different tender types but that makes no sense as I would have four tenders for visa alone... We really want to know where and what the customer is buying.

I saw that the transaction table has a field called channelType. Anyone using this field? Or what is this field for?

I would appreciate any other idea on recording where the sale has originated from.

 Thanks, Jen

*This post is locked for comments

  • Craig Martin Profile Picture
    Craig Martin 5 on at
    Re: ChannelType -- need to differentiate/flag phone, online & store sales

    Jen,

    Did you every find an answer to your question about what the ChannelType field is used for?  That field exists in Microsoft Dynamics POS as well although it appears to always be a set to 0.

      - Craig

  • Jenifer Schmirtt Profile Picture
    Jenifer Schmirtt 100 on at
    Re: Re: ChannelType -- need to differentiate/flag phone, online & store sales

     Hi,

     Thanks for your reply. I do not really want to create Sales Reps for each channel -- what about their time clocks? Do they have to change their log-in when a phone order comes in? It seems more like a work around to me....

    I am really curious though about the channeltype field in the transaction table. What is this field used/intended for? Or where can I find out more info?

     Thanks,

     Jen

  • Dave Durrenberger Profile Picture
    Dave Durrenberger 1,620 on at
    Re: ChannelType -- need to differentiate/flag phone, online & store sales

    Hi Jen,

    What if you created RMS Sales Representatives for each channel?  You would assign that to each sale either at the POS or automatically if you are loading orders from your online store etc.  This would take advantage of native RMS features.  We can be reached at: http://www.syssolutionsllc.com/

     

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