I have several customers with retail stores.  So I wanted to create some PDA applications that can be used in the stores, that focuses on supply chain.  It actually turned out to be a small module in the PDA solution.

The retail menu is optimized for scenario’s where a central distribution center is doing automatic replenishment using transfer orders of the stores, and the stores are within the same company as the central distribution center.

In scenarios where the stores is buying directly from vendors, or intercompany transactions is used, then the purchase and arrival menus can be used.

Create transfer order

The create transfer order is all about creating transfer orders from a central distribution warehouse or from other stores/warehouses. The screen is very easy-to-use, and focuses on the core process.

To warehouse: This is the destination warehouse (or store), and is normally auto filled based on the current user.

From warehouse: This is the Source warehouse (or store), and is normally auto filled based what is the main central warehouse.

Barcode: Accepts item barcodes or EAN128 codes.
The magnifier button will open the items details for this item/barcode.

Quantity: Accepts Quantity or quantity from item barcodes or GS1-128/EAN128 codes. The field on the left show how many units are already ordered, and (hopefully) on it way. Before ordering, check this field to prevent double ordering.

The buttons in the bottom will be either add or create, depending on of there already exists an open and untouched transfer order.

Create/Pick transfer order

The create/pick transfer order is an optimization of the create transfer order. But this process will also physically pick the items while you are creating the transfer. This form is particularly useful if you want to create a transfer order based on physical items you have in the store or at the central warehouse. One of this processes is the end-of-season distribution. Returning items to central warehouse, or sending items to other stores.

To warehouse: This is the destination warehouse (or store), and is normally auto filled based on the current user.

From warehouse: This is the Source warehouse (or store), and is normally auto filled based what is the main central warehouse.

Barcode: Accepts item barcodes or EAN128 codes. The magnifier button will open the items details for this item/barcode.

Location: Scan the location where the lines is being picked from.

Quantity: Accepts Quantity or quantity from item barcodes or GS1-128/EAN128 codes.

The buttons in the bottom will be either add or create, depending on of there already exists an open and untouched transfer order.

1.3. Add transfer lines

If you already have a transfer order, and just wants to add lines to a specific transfer order, then use this function.

This form behaves just like the two previous, but here the user can specifically select the transfer order. The lookup button will only show already open transfer orders that fill the criteria of “To”-, and “From”- warehouse.

1.4. Inquire item barcode

For retailers it is important to quickly get information that is different then what a warehouse worker needs.

The sales price presented here is the price including VAT. So this is the price that the customer will get in the POS.

The minimum, is the minimum on-hand, and is used for replenishment. Adjusting this can automatically create transfer orders through the master planning. The magnifier button will show a lot of information on the scanned item. This is KPI that normally is used to set the minimum level of an item at the store. Here is an explanation of the KPI’s/statistics.

Last sales date : The last date there was a sale on this item/barcode from this store/warehouse.

Sales this/last week/month : Calculates some sales statistics on the item barcode from this store/warehouse.

Sales value on-hand : Current physical on-hand * sales price inclusive VAT.

Turnover this/last year : Calculates the turnover ratio for this item in this store/warehouse. The logics for creating this is the same as in standard AX.

Lead time : Getting the lead-time of the item. The logics is the same as standard AX is using in master planning.

Multiple : Show the multiple quantity parameter as defined on the item.

Recommended minimum : This parameter give a minimum advice. The logics is the same as how standard AX is calculating safety journals, but it is rounded up to the nearest multiple quantity.

As shown in the figure, the Print-button will print retail shelf labels, and these can be setup as wanted in the Columbus BarTender integration.

Count

Counting program for stores is very much the same as counting in a warehouse.

Inquire location

This program is the same as found in the warehouse menu.