Sumit Potbhare

Microsoft Dynamics AX for Retail

Archive for the month “July, 2015”

Setup Card Fee in Microsoft Dynamics AX for Retail 2012 R3

Due to recent regulatory policy in few countries, Visa and MasterCard resulted in a settlement that allows merchants to start charging their customers a fee for using credit cards — commonly referred to as merchant surcharges or checkout fees. Credit card processing fees are extensive, complicated, and somewhat overwhelming. Nevertheless, you have to pay them if you want to process credit cards through your business.

Credit cards accepted through the Retail channels may require that the Retailer to have the current POS system to have the ability for accepting the credit card fee directly from the Card at the time of payment. Microsoft Dynamics AX 2012 has the out of box feature to configure the Credit card fees for the Credit card payments at POS.

Lets go through a step by step approach towards configuring the card fee in Retail- Read more…


Loyalty program in Dynamics AX for Retail R3

In this post I will focus on the enhanced Loyalty program feature in Microsoft Dynamics AX 2012 R3. AX 2012 R3 gives the flexibility to configure the loyalty tier and complex earning and redemption rules. In this blog we will have a walk-through on the loyalty tier configuration where in the Loyalty Customer has to earn few designated loyalty points to reach to the next loyalty tier. In Retail business, Tiered loyalty programs are customer loyalty programs that give various benefits based on tier a customer is in.

The tiers are set with milestones that a customer must achieve to proceed to the next tier. These milestones are usually amount spent on Retail sales by the customer, but they can be anything. I have seen retailers using the number of orders, number of quantity purchased, and an increasingly popular one is total loyalty points earned.This is one of the requirement for loyalty program that is widely used by many of the Retailers. These types of programs can have an impact on bottom-line results if executed successfully. Few Customers increased their spending or changed other purchasing behavior in order to achieve a higher tier status in a rewards program. This can benefit the Retail in terms of more sale in their pocket.

To start with we will first look at the loyalty program structure in Microsoft Dynamics AX 2012 R3.

Read more…

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