Microsoft retail sdd bo_v01

‫الوثيقة‬ ‫معلومات‬
File Name
‫_درعة‬Retail_SDD_Template
‫العميل‬ ‫معلومات‬
‫درعة‬
‫الرياض‬
‫التسليم‬ ‫تاريخ‬
3/1/2017
Distribute list
‫:درعة‬
1.
eBECS:
1.
‫الخاصة‬ ‫النظام‬ ‫تصميم‬ ‫وثيقة‬‫البيع‬ ‫بنقاط‬
‫لي‬ ‫اعدت‬
‫درعة‬
‫المنتج‬
‫داينامكس‬365-‫التجزئة‬

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‫المحتويات‬
1. ‫األعمال‬ ‫دورة‬............................................................................................................. 8
1.1 ‫التجزئة‬ ....................................................................................................................... 8
1.2 ‫المستودعات‬............................................................................................................ 13
1.3 ‫بالتجزئة‬ ‫البيع‬ ‫متاجر‬........................................................................................... 15
1.4 ‫البيع‬ ‫نقاط‬ ‫اجهزة‬.................................................................................................... 17
1.5 ‫دفتر‬‫العناوين‬ ........................................................................................................... 19
2. ‫المخزون‬ ‫ادارة‬ ......................................................................................................... 21
2.1 ‫الموردين‬ ................................................................................................................... 21
2.2 ‫الشراء‬ ‫اوامر‬ ........................................................................................................... 23
2.3 ‫الحقيقية‬ ‫الكميات‬ .................................................................................................... 26
2.4 ‫التحويل‬ ‫أوامر‬....................................................................................................... 28
2.5 ‫الجرد‬ ‫يومية‬ ............................................................................................................ 31
2.6 ‫التسليم‬ ‫شروط‬....................................................................................................... 33
2.7 ‫القياس‬ ‫وحدات‬ ‫تحويل‬........................................................................................ 34
2.8 ‫الوحدات‬ .................................................................................................................... 35
2.9 ‫اليا‬ ‫بالبضائع‬ ‫المحالت‬ ‫تغذية‬......................................................................... 37
2.10 ‫والملصقات‬ ‫الباركودات‬.................................................................................. 38
3. ‫العمالء‬ ......................................................................................................................... 40
4.1 ‫العمالء‬ ‫جميع‬........................................................................................................... 40
4.2 ‫ا‬ ‫مجموعة‬‫لعمالء‬ .................................................................................................... 43
4.3 ‫المبيعات‬ ‫أوامر‬ ‫جميع‬ ......................................................................................... 44
4.4 ‫االسعار‬ ‫عروض‬ ‫جميع‬..................................................................................... 45
5 ‫التر‬‫ويج‬ ......................................................................................................................... 46
4.1 ‫الفئة‬ ‫حسب‬ ‫المنتجات‬ .......................................................................................... 46

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4.2 ‫الفئة‬ ‫حسب‬ ‫الصادرة‬ ‫المنتجات‬ .................................................................... 47
4.3 ‫االصناف‬ ‫وقوالب‬ ‫التشكيالت‬........................................................................ 50
4.4 ‫والخصومات‬ ‫التسعير‬......................................................................................... 52
4.5 ‫للفئات‬ ‫الهرمي‬ ‫التسلسل‬..................................................................................... 54
5. ‫الموظفين‬....................................................................................................................... 56
6.1 ‫العمال‬ .......................................................................................................................... 56
6.2 ‫المجموعات‬ ‫حسب‬ ‫الصالحيات‬ ‫تصنيف‬.............................................. 58
6.3 ‫المستخدمون‬ ............................................................................................................ 59
6.4 ‫والحضور‬ ‫الوقت‬................................................................................................... 60
7 ‫ا‬ ‫االمور‬‫التجزئة‬ ‫قسم‬ ‫بجزئية‬ ‫لمالية‬ ............................................................. 61
6.1 ‫التجزئة‬ ‫مبيعات‬..................................................................................................... 61
6.2 ‫بالتجزئة‬ ‫البيع‬ ‫عمليات‬ ....................................................................................... 63
6.3 ‫الورديات‬ ................................................................................................................... 65
6.4 ‫البيع‬ ‫نقاط‬ ‫لعمليات‬ ‫المالي‬ ‫الترحيل‬............................................................ 67
6.5 ‫المفتوحة‬ ‫الترحيل‬ ‫يومية‬ ................................................................................... 69
6.6 ‫المرحلة‬ ‫اليوميات‬.................................................................................................. 71
6.7 ‫اعدا‬‫الهدايا‬ ‫بطاقات‬ ‫دات‬ .................................................................................... 73
6.8 ‫الوالء‬ ‫بطاقات‬ ‫اعدادات‬ .................................................................................... 74
6.9 ‫دائن‬ ‫اشعار‬.............................................................................................................. 75
6.10 ‫الح‬ ‫تصدير‬‫سابات‬ ................................................................................................ 76
6.11 ‫العمالت‬ ‫صرف‬ ‫أسعار‬ ................................................................................... 76
6.12 ‫المتاحة‬ ‫الدفع‬ ‫طرق‬ ............................................................................................ 78
6.13 ‫الرسوم‬...................................................................................................................... 79
7. ‫البيانات‬ ‫مزامنة‬......................................................................................................... 80
8.1............................................................................................................................................... 80

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8.2 ‫االصناف‬ ‫وقوالب‬ ‫تشكيالت‬ ‫مزامنة‬......................................................... 80
8.3 )‫للمعارض‬ ‫الدورية‬ ‫(التحديثات‬ ‫التوزيع‬ ‫مهام‬ ‫جدولة‬ .................. 81
8.4 ‫المعارض‬ ‫بسرفرات‬ ‫الخاص‬ ‫االتصال‬ ‫حالة‬ ‫من‬ ‫التحقق‬ ........... 82
8.5 ‫رفع‬ ‫شاشة‬‫البيانات‬ ‫مزامنة‬ ‫تحميل‬ ........................................................ 83
8.6 ‫االليكتروني‬ ‫البريد‬ ‫عبر‬ ‫الفاتورة‬ ‫ارسال‬................................................ 84
9 ‫التقارير‬......................................................................................................................... 85
10 ‫بالتجزئة‬ ‫الخاصة‬ ‫الوثيقة‬ ‫تصميم‬ ‫على‬ ‫الموافقة‬................................. 86

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Document Control Records
• Initiation & Change Control
‫خ‬ ‫التاري‬ ‫الكاتب‬ ‫االصدار‬ Description of Change
11-10-2017 Marwan Ahmed 1.0 ‫الوثيقة‬ ‫محرر‬
• ‫اجعون‬‫ر‬‫الم‬
‫خ‬ ‫التاري‬ ‫االسم‬ ‫المسىم‬
11-10-2017 ‫ام‬‫ز‬‫ع‬ ‫بالل‬ ‫الوثائق‬ ‫مدير‬

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‫واختصارات‬ ‫تعريفات‬
‫اختصارات‬ ‫تعريفات‬

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‫االنشطة‬
Activities

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1. ‫األعمال‬ ‫دورة‬
1.1 ‫التجزئة‬
‫الوحدة‬ ‫اسم‬ ‫التجزئة‬
‫التجزئة‬ ‫وحدة‬ ‫على‬ ‫عامة‬ ‫نظرة‬
Retail used to configure and manage stores, online stores and online marketplaces, registers, retail products, retail
product catalogs and other information., generate reports, perform inquiries, and complete other day-to-day business
processes.
‫وعمل‬ ‫والكتالوجات‬ ‫البيع‬ ‫نقاط‬ ‫واجهزة‬ ‫المواد‬ ‫وقائمة‬ ‫الانترنت‬ ‫في‬ ‫والمعارض‬ ‫الفعلية‬ ‫المحلات‬ ‫واعداد‬ ‫للتحكم‬ ‫يستخدم‬ ‫التجزئة‬ ‫نظام‬
‫الاعمال‬ ‫لادارة‬ ‫اليومي‬ ‫بالعمل‬ ‫تختص‬ ‫عمليات‬ ‫واي‬ ‫التقارير‬
‫عل‬ ‫مبني‬ ‫متكامل‬ ‫نظام‬ ‫هو‬ ‫التجزئة‬ ‫نظام‬‫الدينامكس‬ ‫ى‬365‫المعارض‬ ‫الى‬ ‫الادارة‬ ‫من‬ ‫بالعمليات‬ ‫ويتحكم‬ .
‫العمل‬ ‫دورة‬
‫بالتجزئة‬ ‫الخاصة‬ ‫الاعمال‬ ‫دورة‬ ‫يوضح‬ ‫بالاسفل‬ ‫التالي‬ ‫الرسم‬

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‫الهرمي‬ ‫التنظيم‬
‫التجزئة‬ ‫وتهيئة‬ ‫إعداد‬
‫المتطلبات‬ ‫:تعريف‬
‫مفصلة‬ ‫تقارير‬ ‫عىل‬ ‫الحصول‬ ‫من‬ ‫نتمكن‬ ‫سوف‬‫للعطور‬ ‫درعة‬: ‫ي‬‫التال‬ ‫ي‬‫الهرم‬ ‫التقسيم‬ ‫اتباع‬ ‫تم‬ ‫ما‬ ‫اذا‬ ‫للمعارض‬ ‫ومنظمة‬
1- ‫افية‬‫ر‬‫الجغ‬ ‫.المناطق‬
2- )‫(الكالسات‬ ‫.التصنيفات‬
‫ح‬ ‫ر‬‫المقت‬ ‫:الحل‬

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▪ ‫الهرمي‬ ‫التنظيم‬ ‫.استخدام‬
▪ This form shared with Organization administration.
Humanresourceassistant,Informationtechnologymanager,Productionmanager,Accountingmanager,Budgetmanager
Set up hierarchies
Publish the
hierarchy and clo...
Navigate: Retail & Commerce Channels  Organization Hierarchies.

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‫المواقع‬
...‫الخ‬ ‫والرياض‬ ‫المدينة‬‫و‬ ‫الخرج‬ ‫ذلك‬ ‫عىل‬ ‫مثال‬ ‫المواقع‬ ‫لتعريف‬ ‫تحتاج‬‫للعطور‬ ‫درعة‬
▪ ‫المعارض‬ ‫تعريف‬ ‫عند‬ ‫المواقع‬ ‫تستخدم‬ ‫.سوف‬
▪ ‫موقع‬ ‫بكل‬ ‫المعارض‬ ‫ربط‬ ‫يجب‬‫بها‬ ‫خاص‬ .
Materialsmanager
Set up sites
Navigate: Retail & Commerce Channels  Sites.

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1.2 ‫المستودعات‬
In current situation, ‫درعة‬ does not have an Integration Between POS and Head Office for this purpose and to make
possible to manage the Stores, we need to define the Stores as Warehouse. In addition, these stores will have linked to
Sites based on Hierarchy.
‫جميع‬ ‫لتعريف‬ ‫درعة‬ ‫تحتاج‬‫بالمخزون‬ ‫الخاصة‬ ‫المعارض‬ ‫عمليات‬ ‫ي‬‫ف‬ ‫تامة‬ ‫بسهولة‬ ‫للتحكم‬ ‫وذلك‬ ‫كمواقع‬ ‫ي‬‫الهرم‬ ‫بالتسلسل‬ ‫وربطها‬ ‫كمستودعات‬‫معارضها‬
▪ ‫المعرض‬ ‫في‬ ‫المخزون‬ ‫الدارة‬ ‫يستخدم‬ ‫.المستودع‬
▪ ‫البضائع‬ ‫وارسال‬ ‫االستالم‬ ‫عند‬ ‫المستودع‬ ‫في‬ ‫للحسابات‬ ‫ربط‬ ‫.عمل‬
▪ ‫هو‬ ‫هل‬ ‫جديد‬ ‫مستودع‬ ‫عمل‬ ‫عند‬ ‫التشييك‬‫االثنان‬ ‫ام‬ ‫فقط‬ ‫مستودع‬ ‫ام‬ ‫معرض‬
▪ ‫الوقائي‬ ‫الحجز‬ ‫وممستودع‬ ‫الوسيط‬ ‫بالمستودع‬ ‫المعرض‬ ‫ربط‬
▪ ‫بالموقع‬ ‫المعرض‬ ‫ربط‬

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Warehousemanager
Set up warehouses
Navigate: Retail & Commerce Channels  Warehouses.

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1.3 ‫بالتجزئة‬ ‫البيع‬ ‫متاجر‬
‫المتطلبات‬ ‫:تعريف‬ ‫درعة‬ does not have a stores integrated with back office so cannot manage the sales operation and data
flow from this transaction smoothly
▪ ‫جديدة‬ ‫معارض‬ ‫وعمل‬ ‫تعريف‬
▪ ‫باالدارة‬ ‫وربطها‬ ‫للمعارض‬ ‫الالزمة‬ ‫االعدادات‬ ‫عمل‬
▪ ‫واعدادتها‬ ‫بالمعارض‬ ‫.التحكم‬
Retail
operations
manage...
Accounts
receivable
mana...
Retail
merchandis
ingman...
Human
resource
assistant...
Retail
operations
manage...
Human
resource
assistant...
Human
resource
assistant...
Retail
operations
manager
The list of retail
stores
Retail store
View customer
associated with...
View and assign
price groups ...
Edit retail price
groups
Set up hierarchies
Publish the
hierarchy and clo...
View list of POS
registers
POS registers
Edit
Open list of workers
View the worker
details form
Cash declaration
Channel payment
methods
Income/expense
account
Navigate: Retail & Commerce Channels  Retail Stores.

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1.4 ‫البيع‬ ‫نقاط‬ ‫اجهزة‬
‫المتطلبات‬ ‫:تعريف‬ To define the register for each store to allow the ‫درعة‬ staff do the sales on front end solution.
▪ Use the POS Register to create all Register at the stores.
▪ ‫البيع‬ ‫نقطة‬ ‫اعداد‬ ‫خاصية‬ ‫استخدام‬
Retailoperationsmanager,Retailstoremanager
View list of POS
registers
POS registers
Navigate: Retail & Commerce Channels  POS Registers.

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1.5 ‫العناوين‬ ‫دفتر‬
‫المتطلبات‬ ‫:تعريف‬ -Assign teams on legal entity or location.
‫ح‬ ‫ر‬‫المقت‬ ‫:الحل‬ Create address books and assign teams to address books based on specific criteria. For example, you can
assign teams to an address book based on legal entity or location.
‫المعارض‬ ‫وكذلك‬ ‫بالدفتر‬ ‫الموظفين‬ ‫وربط‬ ‫العناوين‬ ‫دفتر‬ ‫عمل‬
Informationtechnologymanager,Humanresourcemanager,Accountingmanager
Set up address
books
Navigate: Retail & Commerce Channels  Address Books.

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2. ‫المخزون‬ ‫ادارة‬
2.1 ‫الموردين‬
‫المعارض‬ ‫من‬ ‫ة‬ ‫ر‬‫مباش‬ ‫يات‬ ‫ر‬‫مشت‬ ‫عمل‬
▪ To easily manage and work with vendor on the system.
▪ There is no direct purchase allowed at ‫درعة‬ Stores.
▪ ‫الحقه‬ ‫مرحلة‬ ‫ي‬‫ف‬ ‫تطبق‬ ‫سوف‬
▪ Create, update, and delete vendor records.

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Accountspayablemanager,Projectassistant,Accountant,Chiefexecutiveofficer,Accountspayableclerk,Treasurer,Accounts
payablepaymentsclerk,Vendoraccountmanager,Purchasingagent,Compliancemanager,Purchasingmana...
Open list of vendors
Navigate: Retail & Commerce Inventory Management  All Vendors.

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2.2 ‫اوامر‬‫الشراء‬

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▪ To easily manage and work with Purchase Order on the system.
▪ There is no direct purchase allowed at ‫درعة‬ Stores.
▪ ‫الحقه‬ ‫مرحلة‬ ‫ي‬‫ف‬
▪ Create and working with Purchase Order.
Vendor(external)-Publicsector,Accountspayablemanager,Vendorportaladministrator(external)-Publicsector,Accountant,
Accountspayableclerk,Vendor(external),Projectmanager,Vendorportaladministrator(external)...
Open list of
purchase orders
Navigate: Retail & Commerce Inventory Management  All Purchase Orders.

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2.3 ‫الحقيقية‬ ‫الكميات‬
▪ ‫درعة‬ need to Know On-Hand Quantity for Each SKU on Each Store/Warehouse
▪ ‫المعارض‬ ‫لجميع‬ ‫امن‬‫ز‬‫ت‬ ‫اخر‬ ‫حسب‬ ‫النظام‬ ‫ي‬‫ف‬ ‫الحالية‬ ‫الكميات‬
▪ Used On-Hand Functionality on the system.
▪ ‫الحالية‬ ‫الكمية‬ ‫خاصية‬ ‫استخدم‬
Purchasingmanager,Productdesignmanager,Shippingclerk,
Receivingclerk,Productionplanner,Salesclerk,Chi...
View on-hand
inventory for va...
Set up the
dimensions to be s...
Shows inventory
transactions ...
Navigate: Retail & Commerce Inventory Management  On-Hand.

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Using Dimension to know On-Hand for each store separately

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2.4 ‫التحويل‬ ‫أوامر‬
‫التحويل‬ ‫خاصية‬ ‫تستخدم‬ ‫سوف‬
▪ ‫درعة‬
Using transfer order to do transfer between the following:
▪ ‫مستودع‬ ‫الى‬ ‫مستودع‬
▪ ‫معرض‬ ‫الى‬ ‫.مستودع‬
▪ ‫معرض‬ ‫الى‬ ‫.معرض‬
▪ ‫مستودع‬ ‫الى‬ ‫.معرض‬

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Retailstoremanager,Warehouseworker
Maintain item
transfers
Set up the
Update shipments
Navigate: Retail & Commerce Inventory Management  Transfer Order.

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2.5 ‫الجرد‬ ‫يومية‬
▪ ‫درعة‬ ‫الجرد‬ ‫يومية‬ ‫تستخدم‬ ‫.سوف‬
▪ Using Counting Journal to do stock Counting per Locations.
▪ ‫الموقع‬ ‫حسب‬ ‫الجرد‬ ‫يويمية‬ ‫استخدام‬
Warehouseworker,Retailstoremanager,
Retailoperationsmanager,Retailw...
Projectmanager,Shopsupervisor,Retail
storemanager,Machineoperator,W...
Open journals for
entry of co...
Entry of journal
lines.
Execute check of the
journal.
Post the journal.
View on-hand
inventory for va...
Shows inventory
transactions ...
Navigate: Retail & Commerce Inventory Management  Counting.

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Select the counting based on what?
Select the items you want to count
Select the site and warehouse/Store you want to count
Enter the counted quantity

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2.6 ‫التسليم‬ ‫شروط‬
NOT used. ‫التسليم‬ ‫وط‬ ‫ر‬‫ش‬ ‫خاصية‬ ‫تستخدم‬ ‫لن‬
▪ In case to add charges to sales order originated from retail.
▪ Using terms of delivery to maintain additional charge.
Navigate: Retail & Commerce Inventory Management Terms of Delivery.

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2.7 ‫القياس‬ ‫وحدات‬ ‫تحويل‬
‫المتطلبات‬ ‫:تعريف‬ ‫درعة‬ need to do conversion between Unit of Measure for the items.
‫للعطور‬ ‫درعه‬ use PCS as default UOM and will provide UOM conversion for Sales uom, stock uom and purchase uom
‫الحبة‬ ‫ي‬‫ه‬ ‫المستخدمة‬ ‫القياسية‬ ‫الوحدة‬
‫ح‬ ‫ر‬‫المقت‬ ‫:الحل‬ Using the Unit conversion form to do these conversions. PCS , box, kg, grm
Materialsmanager
Productionmanager,Accountspayablemanager,Accountant,
Accountspayableclerk,Projectmanager,Accountsrecei...
Set up conversion
table for u...
Convert values
between units
Navigate: Retail & Commerce Inventory Management Unit Conversion.

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2.8 ‫الوحدات‬
‫تعريف‬‫المتطلبات‬ : ‫درعة‬ need to assign Unit of Measure for the items.
PCS will be the default UOM used in D365. And GRM
‫درعة‬ ‫لدى‬ ‫القياسية‬ ‫الوحدات‬ ‫ي‬‫ه‬ ‫والحبة‬ ‫ام‬‫ر‬‫الج‬
‫ح‬ ‫ر‬‫المقت‬ ‫:الحل‬ Using the Unit form to define the unit of measures need.
PCS , grm
Navigate: Retail & Commerce Inventory Management Unit.

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2.9 ‫با‬ ‫المحالت‬ ‫تغذية‬‫اليا‬ ‫لبضائع‬
‫الوحدة‬ ‫اسم‬ Retail
▪ ‫درعة‬ it will be replenishment the stores using Master Planning and Purchase Order.
▪ Using Master Planning Module to determine the Minimum, Maximum and re order point for the items,
and the used the result (planed order) to purchase the items and receive it at Main warehouse and then
transfer these items to the stores.
‫درعة‬ will use Replenishment functionality
‫الحقة‬ ‫مرحلة‬ ‫ي‬‫ف‬

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2.10 ‫والملصقات‬ ‫الباركودات‬
▪ ‫درعة‬ using the international Barcode for most of items used and sell at the stores and have to generate
internal barcode for some items does not have international barcode.
▪ ‫كود‬‫بار‬ ‫من‬ ‫ر‬‫اكت‬ ‫يحتوي‬ ‫الصنف‬
▪ Using barcode setup in D365can handle all type of barcode and assign it for the items.
▪ ‫داينامكس‬ ‫في‬ ‫الباركود‬ ‫اعداد‬ ‫خاصية‬ ‫استخدام‬365‫تم‬ ‫الذي‬ ‫بالباركود‬ ‫االصناف‬ ‫وربط‬‫اعداده‬
Navigate: Retail & Commerce Inventory Management Barcode and Label.
Define Barcode Mask Characters
Define Barcode Mask Setup

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3. ‫العمالء‬
4.1 ‫العمالء‬ ‫جميع‬
▪ ‫درعة‬ as a retailer do not need to define a customer except one customer for cash purpose.
▪ ‫البيع‬ ‫شاشة‬ ‫من‬ ‫عميل‬ ‫باضافة‬ ‫السماح‬
▪ Using All Customer allow ‫درعة‬ to manage the customer as need.‫البيع‬ ‫شاشة‬ ‫من‬ ‫جدد‬ ‫عمالء‬ ‫اضافة‬ ‫بامكانها‬

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Chiefexecutiveofficer,Collectionsmanager,Accountingsupervisor,Servicedeliverymanager,Accountant,Marketingmanager,
Projectmanager,Accountsreceivableclerk,Accountspayablepositivepaymentclerk,Accountsreceiva...
Open list of
customers
Create or update
customers
Navigate: Retail & Commerce Customers  All Customers

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4.2 ‫العمالء‬ ‫مجموعة‬
▪ Making grouping for customers to classify by accounting purpose and to manage the posting profile.
▪ ‫للعطور‬ ‫درعه‬ will use customer group functionality for promotions and marketing purposes .
▪ ‫مجموعات‬ ‫ال‬ ‫العمالء‬ ‫تقسيم‬ ‫خاصية‬ ‫تستخدم‬ ‫سوف‬ ‫درعه‬
▪ Using Customer group form to do the grouping and make setup for posting.
▪ ‫الترحيل‬ ‫عند‬ ‫المالي‬ ‫التاثير‬ ‫حسب‬ ‫مجموعات‬ ‫الى‬ ‫العمالء‬ ‫تقسيم‬
Navigate: Retail & Commerce Customers  Customer groups

44 | P a g e
4.3 ‫المبيعات‬ ‫أوامر‬ ‫جميع‬
Requirement ‫المبيعات‬ ‫أوامر‬ ‫جميع‬
▪ ‫درعة‬ doesn’t use the sales order on the store level and maintain the sales order for any request from
head office but in the same time it will be used for statement purpose.
‫ان‬ ‫امكانية‬‫البضاعه‬ ‫لحجز‬ ‫المعارض‬ ‫ي‬‫ف‬ ‫تستخدم‬
▪ Using the All sales order form to review and manage the sales order resulting from retail statement and
the regular sales order.
Navigate: Retail & Commerce Customers  All Sales orders.

45 | P a g e
4.4 ‫االسعار‬ ‫عروض‬ ‫جميع‬
Requirement ‫االسعار‬ ‫عروض‬ ‫جميع‬
‫اسم‬‫الوحدة‬ Retail
‫درعة‬ will not use sales Quotations from POS
‫درعة‬ ‫ي‬‫ف‬ ‫تستخدم‬ ‫لن‬
Navigate: Retail & Commerce Customers  All Quotation.

46 | P a g e
5 ‫الترويج‬
4.1 ‫الفئة‬ ‫حسب‬ ‫المنتجات‬
Requirement ‫الفئة‬ ‫حسب‬ ‫المنتجات‬
▪ ‫درعة‬ have a multiple Item to sell and need to manage these item by categories these item.
▪ Using the item categories functionality to do this classification and to manage items in easily way.
▪ ‫الفئات‬ ‫حسب‬ ‫االصناف‬ ‫استعراض‬)‫(االقسام‬
Navigate: Retail & Commerce Merchandising  Product by Category.

47 | P a g e
4.2 ‫الفئة‬ ‫حسب‬ ‫الصادرة‬ ‫المنتجات‬
Requirement Released Product by Category
▪ ‫درعة‬ have a multiple Item to sell and need to manage these item by categories.
▪ Continue to use the solution proposed in 5.1 and based on new framework for D365the product when
you define on the system it will be shared for all legal entity exist so to applicable used for the specific
item we need to released it to specific company or for multi company.
▪ Now to work with this released product use the following path:
▪ ‫ذلك‬ ‫صادرة‬ ‫اصبحت‬ ‫المنتجات‬ ‫حالة‬ ‫وفي‬ ‫الشركات‬ ‫جميع‬ ‫او‬ ‫معينة‬ ‫شركة‬ ‫الى‬ ‫صادرة‬ ‫منتجات‬ ‫عمل‬ ‫يتم‬ ‫النظام‬ ‫في‬ ‫شركات‬ ‫عدة‬ ‫وجود‬ ‫عند‬
‫اصبحت‬ ‫بانها‬ ‫يعني‬‫اخرى‬ ‫حركات‬ ‫واي‬ ‫للبيع‬ ‫جاهزة‬

48 | P a g e
Productdesigner
Retail released
products by c...
Navigate: Retail & Commerce Merchandising  Released Product by Category.

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4.3 ‫االصناف‬ ‫وقوالب‬ ‫التشكيالت‬
Requirement Assortments
▪ ‫اصناف‬ ‫لعرض‬ ‫تستخدم‬‫بالمعارض‬ ‫ربطها‬ ‫يتم‬ ‫لذلك‬ ‫االسعار‬ ‫اختالف‬ ‫حالة‬ ‫ي‬‫ف‬ ‫او‬ ‫معرض‬ ‫كل‬‫حسب‬ ‫معينة‬
▪ ‫درعة‬
▪ ‫الخاصية‬ ‫هذه‬ ‫تستخدم‬ ‫سوف‬ ‫درعه‬need.
Retailoperationsmanager,Retailmerchandisingmanager,Retailcatalogmanager,Retailstoremanager
Assortments list
page
Assortments details
form
Retail operating unit
picker
Navigate: Retail & Commerce Merchandising  Assortments.

52 | P a g e
4.4 ‫والخصومات‬ ‫التسعير‬
Requirement Pricing and Discount
▪ ‫درعة‬‫العروض‬ ‫لالعداد‬ ‫واسعة‬ ‫تشكيلة‬ ‫مع‬ ‫والخصومات‬ ‫العروض‬ ‫خاصية‬
▪ Using price/discount agreement journal, where you can specify price and discounts for one or more
released products for all stores or for specific stores.
▪ Using a four type of discounts and promotions functionality available on Retail & Commerceand the main
type ‫درعة‬ need is Mix and match discount this functionality can cover almost all ‫درعة‬ need.
▪ A mix-and-match discount gives customers a discount when they purchase a specific combination of
products. For example, a customer purchases two boxes of tea and receives 50 percent off the price of a
tea cup. Products and variants can be included in mix-and-match discounts.
Retailmerchandisingmanager,Retailoperationsmanager,Retailstoremanager
Define retail
discount offers
View and assign
price groups ...
Distribution
schedule for Syn...

53 | P a g e
Navigate: Retail & Commerce Merchandising  Price and discounts.

54 | P a g e
4.5 ‫للفئ‬ ‫الهرمي‬ ‫التسلسل‬‫ات‬
Requirement Category Hierarchy
▪ ‫درعة‬ have to create or update some items based on the same attributes.
▪ Using category hierarchy allowed to create and update the items in the same attributes on one
command.
▪ ‫بسهولة‬ ‫الفئة‬ ‫هذه‬ ‫تحت‬ ‫الواقعه‬ ‫االصناف‬ ‫لجميع‬ ‫تحديث‬ ‫عمل‬ ‫يتيح‬ ‫االخاصية‬ ‫هذه‬ ‫استخدام‬
Retailmerchandisingmanager,Retailcatalogmanager
PurchasingAgent-PublicSector,Retailcatalogmanager,Retail
merchandisingmanager,Financialcontroller,Pur...
Allows you to
manage the reta...
Create or update
category

55 | P a g e
Navigate: Retail & Commerce Merchandising  Category hierarchy.

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5. ‫الموظفين‬
6.1 ‫العمال‬
Requirement Worker
‫المتطلبات‬ ‫:تعريف‬ ‫درعة‬ need to know information about employee. This includes information about worker, permissions,
and operations.
Using Worker Allow setup the employee as a worker and assign the permissions it will manage the worker rights on POS
System.
Humanresourceassistant,Compensation
andbenefitsmanager,Recruiter,Pay...
Humanresourceassistant,Compensation
andbenefitsmanager,Recruiter,Pay...
Humanresourceassistant,Retailstore
manager,Retailoperationsmanager
Open list of workers
View the worker
details form
POS position
permissions
Navigate: Retail & Commerce Employee  Workers

58 | P a g e
6.2 ‫المجموعات‬ ‫حسب‬ ‫الصالحيات‬ ‫تصنيف‬
Requirement Permissions Group
▪ ‫درعة‬ need to assign a variety of different permissions to the workers based on worker position.
▪ ‫للعطور‬ ‫درعه‬ will submit authority matrix in details.
▪ Using permissions group to apply all need and deploy it to the POS System.
Navigate Retail & Commerce Employee  Permission Group.

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6.3 ‫المستخدمون‬
Requirement Users
▪ ‫درعة‬ need to define the user on the system to get an information about the worker and assign the
permissions to it.
▪ Using user form allow to do all related definition need by importing the user from the ‫درعة‬ Active
Directory already installed and configured.
Navigate Retail & Commerce Employee  Users.

60 | P a g e
6.4 ‫والحضور‬ ‫الوقت‬
Requirement Time and Attendance
▪ ‫درعة‬ need to allow the cashier at the stores to register the time-in and time-out at the POS.
‫سوف‬‫بالبصمة‬ ‫ربطها‬ ‫ومطلوب‬ ‫تستعمل‬
▪ Using time and attendance functionality allow registering the Time-in, Time-out and absence and then
calculating these times and transferring it to pay.
▪ ‫والحضور‬ ‫الوقت‬ ‫خاصية‬ ‫استخدام‬
Navigate Retail & Commerce Employee  Time and Attendance.

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7 ‫التجزئة‬ ‫قسم‬ ‫بجزئية‬ ‫المالية‬ ‫االمور‬
6.1 ‫التجزئة‬ ‫مبيعات‬
Requirement Retail Sales
▪ ‫درعة‬ need to enquire the retail sales transaction.
▪ Using retail sales form to enquire the related information on multiple way.
Retail sales
Set up the
View on-hand
inventory in rel...
Shows inventory
transactions ...

62 | P a g e
Navigate Retail & Commerce Financials  Retail Sales.

63 | P a g e
6.2 ‫بالتجزئة‬ ‫البيع‬ ‫عمليات‬
Requirement Retail Store Transaction
▪ ‫درعة‬ need to review the transactions per store and the possibility to re-print the receipt.
▪ Using the retail store transaction can review all stores transaction and make a copy of sales receipt and
the ability to change the wrong shift and moving the transaction to the new shift.
Show all retail store
transac...
Product sales
transactions
List of payment
transactions

64 | P a g e
Navigate: Retail & Commerce Financials  Retail Store Transaction.

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6.3 ‫الورديات‬
Requirement Shift
▪ ‫درعة‬ need to review the transactions per shift at store and the possibility to re-print the Z-Report.
▪ Using the Shift form can review all stores transaction by shift and registers and make a copy of Z-Report
for the stores.
Retailoperationsmanager
Show shifts.
Channel
transactions
Show shift account
transactio...
Show shift tender
transaction...
Navigate: Retail & Commerce Financials  Shift.

67 | P a g e
6.4 ‫البيع‬ ‫نقاط‬ ‫لعمليات‬ ‫المالي‬ ‫الترحيل‬
Requirement POS Posting
▪ ‫درعة‬ need to know accurate on-Hand quantity at the stores but without posting the retail statement.
▪ In case ‫درعة‬ need to bulk calculate for the retail statement.
▪ In case, ‫درعة‬ need to bulk posting of statements for retail transactions.
▪ Using Post posting to do that.
Retailoperationsmanager
Show shifts.
Channel
transactions
Show shift account
transactio...
Show shift tender
transaction...

68 | P a g e
Navigate: Retail & Commerce Financials  POS Posting.

69 | P a g e
6.5 ‫المفتوحة‬ ‫الترحيل‬ ‫يومية‬
Requirement Open Statement
▪ ‫درعة‬ need to create and manage retail statement to posting it and get financial view.
▪ Using open statement form allow to create and editing the existing open statement.
Navigate: Retail & Commerce Financials  Open Statement.
Select the Store for creating Statement

71 | P a g e
6.6 ‫المرحلة‬ ‫اليوميات‬
Requirement Posted Statement
▪ After creating the statement and posting it, ‫درعة‬ need to review these statements and print it or do
enquires.
▪ Using the posted statement form allow to do review, printing and enquires on the posted statements.
Retail
operations
manager,
Reta...
Accounts
receivableclerk,
Acco...
Payroll
administrator
Accounts
receivable
paymentscl...
Chiefexecutive
officer,Collec...
Accounts
receivableclerk,
Coll...
Posted statements
View updated
invoices
View voucher
transactions
Open customer
payment journals
Vouchers of the
selected stat...
View ledger
transactions in c...
Open list of
customers
Open transactions
per custome...
Posted transactions
to the ac...
The origin of the
transaction
Navigate: Retail & Commerce Financials  Posted Statement.

73 | P a g e
6.7 ‫الهدايا‬ ‫بطاقات‬ ‫اعدادات‬
Requirement Gift Card
▪ ‫درعة‬ using Gift Card.
▪ ‫والموظفي‬ ‫العمالء‬ ‫مستوى‬ ‫عىل‬
▪ Using the gift card form giving the ability to review the gift card information.
Navigate: Retail & Commerce Financials  Gift Card.

74 | P a g e
6.8 ‫الوالء‬ ‫بطاقات‬ ‫اعدادات‬
Requirement Loyalty Card
▪ ‫درعة‬ using Loyalty Card and will have a program for loyalty .
▪ Using the Loyalty card form giving the ability to access the Loyalty card information.

75 | P a g e
6.9 ‫دائن‬ ‫اشعار‬
Requirement Credit Memos
▪ In case with return product and issue credit memo.
‫سوف‬‫تستخدم‬.‫االستبدال‬ ‫سياسة‬ ‫ي‬‫ف‬ ‫كخيار‬ .
▪ Using credit memo form to view the issued credit memo information.
Navigate: Retail & Commerce Financials  Credit Memo.

76 | P a g e
6.10 ‫الحسابات‬ ‫تصدير‬
Requirement Accounting Export
▪ ‫درعة‬ not using Accounting Export.
▪ Some retailers use one software system for retail operations and another system for accounting. Using
export accounting information from Retail s in a file that can be used in a third-party accounting system.
Navigate: Retail & Commerce Financials  Accounting Export.
6.11 ‫العمالت‬ ‫صرف‬ ‫أسعار‬
Requirement Currency Exchange Rate

77 | P a g e
▪ ‫درعة‬ sells by various currencies and need to manage the exchange rate for the currencies Versus the
Saudi Riyal the base currency.
‫للعطور‬ ‫درعه‬ will use SR,USD,gcc.
▪ Using the Currency Exchange Form allow to manage the currencies rates.
Navigate: Retail & Commerce Financials  Currency Exchange Rate.

78 | P a g e
6.12 ‫المتاحة‬ ‫الدفع‬ ‫طرق‬
Requirement Payment Method
▪ ‫درعة‬ sell by various type of payment method.
▪ Cash, Cards, foreign currency as dollar , gift card , loyalty card , voucher
▪ Using payment method form allow to define multiple type of payment method such as Cash, card in
deference kind, check and customer account.
Navigate: Retail & Commerce Financials  Payment Methods.

79 | P a g e
6.13 ‫الرسوم‬
Requirement Charges
▪ ‫درعة‬ not use Charges.
‫ح‬ ‫ر‬‫المقت‬ ‫الحل‬
▪ Using the flexible charges functionality in D365we can handle the manual and auto charge in details
level.
Navigate: Retail & Commerce Financials  Charges.

80 | P a g e
7. ‫البيانات‬ ‫مزامنة‬
8.2 ‫االصناف‬ ‫وقوالب‬ ‫تشكيالت‬ ‫مزامنة‬
Requirement Process Assortment
▪ Sends product assortments to retail stores. The scheduler job for assortments it is automatically run
when an assortment it is published.
▪ Set up the assortments scheduler to run periodically as a batch job. The batch job will update any
assortments when new products are added to categories that are assigned to the assortments. This
batch job also automatically assigns the assortments that are assigned to a store group to any new retail
stores that are added to the store group.
Navigate: Retail & Commerce Data Synchronization  Process Assortments.

81 | P a g e
8.3 )‫للمعارض‬ ‫الدورية‬ ‫(التحديثات‬ ‫التوزيع‬ ‫مهام‬ ‫جدولة‬
Requirement Distribution Schedule
▪ Retail Scheduler is the mechanism that coordinates communication and data distribution between
Retail s and stores.
▪ The distribution schedule is used to run the data transfer, either manually or through a batch job that is
scheduled in Retail s. A distribution schedule can contain one or more channel data groups, and one or
more scheduler jobs.
Navigate: Retail & Commerce Data Synchronization  Distribution Schedule.

82 | P a g e
8.4 ‫المعارض‬ ‫بسرفرات‬ ‫الخاص‬ ‫االتصال‬ ‫حالة‬ ‫من‬ ‫التحقق‬
Requirement Async Server Connection Status
▪ Review the Stores connection status.
▪ ‫المعارض‬ ‫ي‬‫ف‬ ‫االتصال‬ ‫حالة‬
▪ Using Async Server Connection Status Form.
Navigate: Retail & Commerce Data Synchronization  Async Server Connection Status.

83 | P a g e
8.5 ‫رفع‬ ‫شاشة‬‫البيانات‬ ‫مزامنة‬ ‫تحميل‬
Requirement Download/Upload Session
‫تعريف‬‫المتطلبات‬ :
▪ Monitoring the Send and Receive of data synchronized.
▪ Using Download/Upload Session Forms allow to monitoring the Processes.
Navigate: Retail & Commerce Data Synchronization  Download Sessions.
Navigate: Retail & Commerce Data Synchronization  Upload Sessions.

84 | P a g e
8.6 ‫االليكتروني‬ ‫البريد‬ ‫عبر‬ ‫الفاتورة‬ ‫ارسال‬
Requirement Send Email Receipt
▪ Send the Receipt to the customer by Email.
▪ Using the Send Mail Receipt Batch job to do that.
▪ ‫تستعمل‬ ‫.درعة‬
Navigate: Retail & Commerce Data Synchronization  Send Email Receipt.

85 | P a g e
9 ‫التقارير‬
Requirement Reports
Below reports will be available for back office users “Retails module”
Standards reports from AX:
▪ Sales Performance by category by Store.
▪ Sales Performance by retail product category.
▪ Sales performance by product.
▪ Retail Store Metrics.
▪ Gross margin return on inventory investment (GMROII) by product.
▪ Gross margin return on inventory investment (GMROII) by category.
▪ Performance by terminal.
▪ Top 10 OU performers in current year.
▪ Trend by operating unit.
▪ Sales comparison year over year by operating unit.
‫درعة‬ Will provide eBECS by all of required external document layout in order to be designed

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10 ‫بالتجزئة‬ ‫الخاصة‬ ‫الوثيقة‬ ‫تصميم‬ ‫على‬ ‫الموافقة‬
Milestone No M02 Milestone Description Solution design document
‫العقد‬ ‫رقم‬ : ‫درعة‬ ‫العميل‬ ‫اسم‬ : ‫درعة‬
‫المشروع‬ ‫رقم‬ : ‫درعة‬ ‫المشروع‬ ‫اسم‬ : MS Dynamics Implementation
‫للمرحلة‬ ‫االكتمال‬ ‫تاريخ‬ :
‫المشروع‬ ‫مدير‬
‫درعة‬
‫المشروع‬ ‫مدير‬
(‫)ايبيكس‬
‫.السيد‬ ‫.السيد‬
‫بواسطة‬ ‫روجع‬
&
‫الموافقة‬
‫القسم‬ ‫االسم‬ ‫التوقيع‬
By signing this Document, ‫درعة‬ certifies that the Design Document is completed and accepted. An official milestone document will be submitted
based on this Document Approval sign-off.
‫التوقيع‬ – ‫درعة‬ ‫التوقيع‬ – eBECS
‫االسم‬ : Mr. ‫االسم‬ : Mr.
‫اللقب‬ : ‫المشروع‬ ‫مدير‬ ‫اللقب‬ : ‫مدير‬‫المشروع‬
‫التاريخ‬ : ‫التاريخ‬ :
‫التوقيع‬ : ‫التوقيع‬ :

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