Retail Call Center.

Finance and Operations/AX User Forum
1

I want to know the functionality of Retail call center, is any one will help me to describe the this module or share any document on my email id, am new in retail.

my qus is.

  1. why we used call center in Retail module.

  2. what are the basic setup to configure the Call center.

  3. when we required to Run the call center module.

2

Hello,

  1. why we used call center in Retail module.
    Ans: Retail in Microsoft Dynamics AX 2012 R3 supports call centers as a type of retail channel.
    In a call center, workers take orders from customers over the phone and create sales orders.

Create a new call center

Click Retail > Common > Retail channels > Call centers.
On the Action Pane, in the New group, click Call center.
On the General FastTab, enter a name for the call center.
On the Financial dimensions FastTab, enter any financial dimensions to use for the call center.
On the Action Pane, in the Pricing group, click Price groups.
Click New, and then select a price group to use for the call center. Close the form.
On the Action Pane, in the Users group, click Channel users.
Click New, and then select the user ID and name of a user who has to perform tasks in the call center. Repeat this step to add as many users as you require, and then close the form.

If you want a document for call center let know.
Hope this might help you

3

thanks for reply abdullah…
i will try to map the call center setup as per your solution.
if you will share a document for this it good for me. my mail id is mohd6721@gmail.com

one more ask is how to create sales order by receiving the call from customer.

4

hi Irfan
Create a sales order in the call centerCreate a sales order in the call center

Click Call center > Common > All sales orders.
On the Action Pane on the Sales order tab, in the New group, click Sales order.
In the Create sales order form, select the customer account, enter additional information about the customer, and then click OK.
In the Sales order form, on the Action Pane, click Header view and enter information about the sales order.
After you enter the general information for the sales order, on the Action Pane, click Line view to add line items to the sales order.
On the Sales order lines FastTab, click Add line to add a single line item, or click Add lines to add multiple lines.