Overview¶

Basic Information¶

POS (point of sales) is a Dynamics 365 Business Central Extension that helps you cover sales processes in your shops. The basic operations are creating bills, cancelling bill, viewing item availability and managing you cash operations.

The interface is designed to be used on the tablet client so all functions are designed to be comfortably used with touchscreen with a barcode scanner, but you can also use mouse and keyboard.

Main Features¶

The solution is based on the use of standard Dnyamics 365 Business Central Sales Orders processing and offers simplified, easy to use user interface for your shops. The main feature of the solution are:

1) All sales points are connected to central database

You can set up several shops and all shops can be using one database and retrieve data using the web browser, so no item or customer integrations are needed to maintain your master data.

2) A role center and permission sets prepared for your shop!

As a part of the solution we have prepared a role center for your shops and two permission sets - one for solution administration and one for your shop users.

3) Item Availability in Shops

The solution allows you to see the item inventory on your current shop, but also on your other shops. And also if you´re using variants with your items, you will be able to see the invetory for each variant.

4) Using various currencies and payment methods

Each point of sale can accept payments in various currencies and track cash balance at the end of the day for each of those currencies.

A wide range of payment methods are supported, such as cash payments, card payment, or credit payments.

You can also combine several payments methods within one currency, such as combining cash and card payments.

5) Possibility of using bar codes

Use can use bar codes to speed up the order creation process - you can use bar codes to insert customers and items into your bill. With items you can use barcodes that stand for an item number, item cross reference, or if tracked for item serial or lot number.

6) Managing vouchers and discounts

The solution enables you to manage vouchers or discounts. You can either work with coupons/discounts that are you put on stock and track its inventory, or you can work with coupons/discounts that you do not want to track inventory of.

7) Making customer reservations

You are also able to reserve goods for a certain customer to be picked up on a certain date. Apart from that we have also prepared a tool for dealing with reservation that haven´t been picked up.

8) Two possible ways of user management

The solution allows you to chose one the two ways of user management for each of your shops - either you can be using User Accounts or you can be using Employee Cards.

9) Keeping track of all drawer transactions

Each shop has its own drawer and the solution allows you to easily track all financial transaction within this drawer. The solution also enables you to perform regular closings to check the actual amount in your drawer towards the expected amount.

If you´re ready to start, please go ahead and start with the Setup!