Creating a New Shop in M3

This document explains how you create a new shop in M3. This shop is to be integrated with an external point of sale (POS) system.

Outcome

A new shop is created in M3 and it is interfaced with an external POS system. All item-related information is created for the new shop.

When the shop is integrated, you can transfer data between M3 and the external point of sale system. For example, information about customers, users, promotions, prices can be downloaded from M3 and distribution orders and sales tickets can be uploaded to M3.

For information about which files are updated in this process, refer to each respective instruction.

Before you start

For more information about necessary settings for the point of sale process, see Define Basic Settings for Enabling POS Integration with M3.

Follow these steps

  1. Create a New Shop in M3

    You create a warehouse in 'Warehouse. Open' (MMS005) and define it as a shop by selecting the 'Shop information' parameter on the E panel. Note that if this parameter is not selected, you cannot create a shop for the warehouse in 'Shop. Open' (OPS500).

    When a warehouse is created, you can create a shop in 'Shop. Open' (OPS500). In (OPS500) you enter shop information such as which days of the week the shop is to be open as well as what kind of information is to be transferred between M3 and the POS system.

    If you want to use promotions for some selected shops, a shop table must be entered in 'Warehouse Selection Table. Open' (MMS033).

  2. Link Assortment to Shop

    You create the items you want to have in the shop's assortment and connect them to an item type. This determines how an item is created and maintained. Then you connect the item type(s) to the selected shop. You create and link the assortment to a shop in the following programs:

    • 'Item Type. Open' (CRS040)-create item type
    • 'Item. Open' (MMS001)-create items
    • 'Item. Connect Warehouse' (MMS002)-connect items to shop.

    Note that this step in the process is optional. It is possible to create a stock transaction even if an item/warehouse record (MITBAL) does not exist. The item/warehouse record is automatically created based on a template record from another warehouse.

    For reference regarding how to create an item:

    See Create Item.

    See Creating Items in Different Ways.

    See Connect Item to Warehouse.

  3. Populate Item/Warehouse (Shop) in M3

    You recreate the Item/Warehouse in 'Warehouse. Open' (MMS005). Example: You have just created a new shop. Most of the items you have in your database will be sold/manufactured/distributed from this new shop. You want to mass create the item/warehouse and item/facility records. By selecting option 21=Recreate item/warehouse in (MMS005/B) you recreate the item/warehouse and item/facility records for all the items whose item type is connected to the new shop. The values of the template item indicated in the item type in 'Item Type. Open' (CRS040/E) will be used as the default values in the item/warehouse and item/facility files. All item-related information will be created for the new shop.

  4. Transfer Basic Data to an External POS System

    You export basic data from M3 to an external POS system. You can download basic data either manually or automatically.

    When downloading manually, you make a selection on the shop/item level. This is useful when a new shop or a new assortment is introduced and you want to mass update data for the shop/assortment.

    You transfer basic data from the following programs:

    • 'POS Table. Transfer' (OPS619)
    • 'POS User. Transfer' (OPS618)
    • 'POS Item. Transfer' (OPS610)
    • 'POS Customer. Transfer' (OPS615)
    • 'POS Price. Transfer' (OPS616)
    • 'POS Promotion. Transfer' (OPS617).
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