Dynamics 365 Commerce

DYN934PAL – Store Inventory

Presented by:

Boyce ZhuSenior Program ManagerDynamics 365 Commerce

Moderated by:

Michael DaiSenior Software EngineerDynamics 365 Commerce

Agenda

POS Operations

Inbound inventory

Outbound inventory

Inventory adjustment

Inventory movement

Stock count

Inventory lookup

Technical Frameworks

Channel-side inventory calculation

Asynchronous document framework

Inventory validation framework

Core Concepts

Warehouse

Fulfillment group

Purchase order

Transfer order

Inventory journals

Commerce Overview

Headless Commerce EngineAPI driven engine enabling extensible, personalized, friction-free commerce experiences and integrated,

optimized back-office operations.

Dynamics 365 -or- 3rd Party ERP

HeadquartersManage a chain of stores as one enterprise. Control daily operations, track sales information and coordinate communications for every store in the chain.

Dynamics 365

Commerce

Utilize Dynamics 365 Finance and Supply Chain Management to automate and modernize your finance and SCM operations, or integrate with an

existing provider.

Store Inventory Overview

Inbound inventory

Outbound inventory

Inventory adjustment

Inventory movement

Stock count

Inventory lookup

Purchase order

Transfer order

Transfer order

Adjustment journal

Movement journal

Transfer journal

Counting journal

POS application

Commerce Headquarters

On-hand inventory

Channel-side inventory calculation Asynchronous document framework Inventory validation framework

WarehouseFulfillment locations to track and manage physical inventory

Physical stores – fulfill cash and carry (carryout) orders, in-store pickup orders, and ship-to-home orders

Distribution center – fulfill customer orders, storage and transfer hubs

Warehouse & Fulfillment Group

Fulfillment GroupMechanism in headquarters to define which stores & warehouses can fulfill orders for a specific channel

A channel can be linked to multiple fulfillment groups

Capabilities• View open / pending inbound purchase / transfer orders for the store

• Receive inventory into store from confirmed purchase orders

• Receive inventory into store from shipped transfer orders

• Register receipt location for location-controlled items during receipt process

• Register serial numbers for serial-controlled items during receipt process

• Receive unplanned items on purchase orders

• Close remaining quantity on purchase order lines

• View historical receipts for a period of 7 days

• Create new inbound transfer order requests

Inbound Inventory

The Inbound inventory operation replaces the legacy Picking and receiving operation in 10.0.9 and earlier.

Receive items into store inventory

Ship items out of store inventory

Capabilities• View open or pending outbound transfer orders for the store

• Ship inventory out of store through transfer orders

• Register issue location for location-controlled items during shipment process

• Register serial numbers for serial-controlled items during shipment process

• Close remaining quantity on transfer order lines

• View historical shipments for a period of 7 days

• Create new outbound transfer order requests

Outbound Inventory

The Outbound inventory operation replaces the legacy Picking and receiving operation in 10.0.9 and earlier.

Adjust inventory to accommodate specific business needs without sale / receipt / recount

Inventory Adjustment

Capabilities• Create new adjustment request from POS

• Adjust one or more specific products into or out of store inventory

• Submit adjustment request to headquarters

• Directly post adjustment results to ERP

• View historical adjustments for a period of 7 days

Use cases• Damaged / broken items

• Samples / giveaways / donation

• Miscounted items

The Inventory adjustment operation is a new feature under development, GA in 2021 Release Wave 2.

Leverage inventory adjustment journal and movement journal in Dynamics ERP

Move items between inventory locations within store warehouse

Inventory Movement

Capabilities• Create new movement request from POS

• Move one or more specific products between locations within store warehouse

• Submit movement request to headquarters

• View historical movements for a period of 7 days

The Inventory movement operation is a new feature under development, GA in 2021 Release Wave 2.

Leverage inventory transfer journal in Dynamics ERP

Prerequisites• Store warehouse must have inventory locations defined

• Items to move must be location-controlled

Stock Count

Physical verification of quantity / condition of items in stock, audit on whether the technical bookkeeping stock matches the physical warehouse stock

Capabilities• Scheduled counting with predefined items, initiated from headquarters

• Unscheduled (a.k.a. ad-hoc) counting, initiated from store

• Commit counting results back to headquarters

Leverage inventory counting journal in Dynamics ERP

Stock Count

Planned enhancements on roadmap• Counting journal creation driven by journal name / template

• Support barcode scanning to add / count items

• Support location-controlled and serial-controlled items during counting process

• Support parallel counting by multiple users

• New worker permission to control the submission / posting of counting results

Inventory Lookup

Look up products’ on-hand inventory and future available-to-promise (ATP)

Capabilities• Look up on-hand inventory for individual product or all variants of a product

• View inventory availability across locations in fulfillment groups

• Check ATP quantities for a product at a selected location

• Create sales transactions from inventory lookup.

• Access inventory lookup view from PDP and Cart.

Asynchronous Architecture

ONLINE STORE

e-Com Storefront

PHYSICAL STORE

Commerce POS

CALL CENTER

Commerce Call Center

CommerceSCMFinance

Headless Commerce Engine

Channel Database

Customer orders

P-jobTrickle feed

Product Availability

On-hand inventory data in headquarters might not be 100% accurate in real-time

Headquarters Channels

On-hand inventory On-hand inventory

Customer orders Cash & carry transactionsCustomer orders

Channel-side Inventory Calculation

Calculating near-real-time estimated on-hand inventory by taking HQ inventory data that is last synced to channel as baseline, factoring in additional inventory changes that have occurred at channel side but aren't included in that baseline.

HQ inventory

snapshot synced

to channel

databases

10 items returned

to store

20 items sold

through cash &

carry transactions

30 items sold

through customer

orders

40 items shipped

from store for call

center order

fulfillment

No CDX job runs

Channel: 100

HQ: 100

Channel: 110

HQ: 100

Channel: 90

HQ: 100

Channel: 60

HQ: 100

Channel: 20

HQ: 60

Starting 10.0.10 release, the Inventory lookup operation can be configured (in functionality profile) to use channel-side calculation to replace real-time service call to headquarters

Asynchronous Document Framework

Inbound inventory

Outbound inventory

Inventory adjustment

Inventory movement

Stock count

Purchase order

Transfer order

Adjustment journal

Movement journal

Transfer journal

Counting journal

POS

Async document framework

Commerce Headquarters

“Processing in HQ” status

Inventory Validation Framework

Inline validation

On-demand validation

Automatic validation

Available in Inbound inventory,

Outbound inventory, Inventory

adjustment, Inventory movement

and Stock count * operations

* Review function in Stock count

operation will be added in 2021 W2

Commerce parameters setting

Not supported

• Configuration product dimension

• Version product dimension

• Batch number tracking dimension*

• Owner tracking dimension

Things to Consider

We have feature on roadmap to support batch number in POS inventory operations all-up.

Partially supported

• License plate – systematically applied, cannot be set / modified.

• Inventory status – default inventory status (defined in store warehouse configuration) is used, cannot be set / modified.

Q&A

Additional Resources

Upcoming Talks Dynamics 365 Commerce TechTalk Series //aka.ms /CommerceUpcomingTechTalkSeries

Articles Commerce store inventory management //aka.ms/StoreInventory

Inbound inventory operation in POS //aka.ms/InboundInventory

Outbound inventory operation in POS //aka.ms/OutboundInventory

Inventory lookup operation in POS //aka.ms/InventoryLookup

Calculate inventory availability for retail channels //aka.ms/ChannelSideInventoryCalculation

Contact Commerce Yammer Group //aka.ms/CommerceYammerGroup

Commerce Forums //aka.ms/CommerceForums

Past Talks Dynamics 365 Commerce Overview //aka.ms/CommerceTechTalkOverview

Dynamics 365 Commerce Architecture Overview //aka.ms/CommerceArchitectureOverviewTalk

Omni Channel Order Processing //aka.ms/OmniChannelordermanagement