The order fulfillment operation in the point of sale provides a single work area in the point of sale that can be used to process orders. This includes everything from accepting the order, to marking it as shipped, or initiating store pickup. In my case we wanted a notification to appear on POS whenever a customer order is created. This is useful in a situation where the goods are stored in the store room and you want the store room person to be notified about a new order creation. This will enable him to start preparing the goods as soon as the order is created in POS. Which will be picked up by the customer later. For this to work, the front desk store worker and and the store room worker both need to have POS registers. The following setup needs to be done at HQ to enable this functionality Add order fulfillment button on POS, Enable live content on button Enable notifications for an operation  Set up a notification interval Update the POS permission1.  Add order fulfillment button on POS, Enable live content on button 2.  Enable notifications for an operation Go to Retail > Channel setup > POS setup > POS > Operations. Search for the Order fulfillment operation, and select the Enable notifications 3. Set up a notification interval Go to Retail > Channel setup > POS setup > POS profiles > Functionality profiles. In the Notification interval field, specify how often notifications should be pulled. 4. Update the POS permission Go to Retail > Employees > Workers >, under Retail tab, open the POS permissions associated with the worker. Expand the Notifications FastTab, add the Order fulfillment operation, and set the Display order field to 1. After the setup please run staff and and channel configuration jobs and you are all set. Activate/relaunch the POS On POS create a customer order and select Pick up from store option. Once the order has been created, it would appear in the notification window depending on the refresh interval Now click on order fulfillment button, you will see all the orders. They would be in the accepted state by default. Now you can mark it as Pick, Pack to process the order. If the order needs to be shipped, you will have to click on Ship and then process it Hope this helps!

Point of sale (POS) users can suspend in-progress transactions, and then resume them later or on a different register. Transactions are often suspended to quickly free up a register for a different task without losing any progress on the current transaction. For example, a store associate starts to process a customer’s transaction on a mobile device but must complete it on a register that has a cash drawer. In this case, the store associate can suspend the transaction on the mobile device, and then recall and resume it on a register. You can suspend a transaction by clicking on Suspend transaction button on POS and Recall it by using Recall transaction button You can void suspended transactions either by recalling the transaction and then performing the Void transaction operation, or by selecting the transaction in the Recall transaction list and selecting Void on the app bar. Alternatively, the store can be configured to prompt users to void suspended transactions when they close their shift. This can be configured from Functionality profile of the store. Hope this helps!

This functionality was available in point of sale (POS) in Retail version 7.2. This functionality allowed for the numeric keypad (numpad) to appear at all times on the product receiving form. Having the numpad always available helps improve the efficiency of scanning product barcodes as part of POS receiving. This feature was removed after Retail version 7.3 due to screen redesign, but it has been brought back in all new releases. This functionality is enabled by default. You can access it from Picking and Receiving button on POS. Click on New button and the Numpad should open. Hope this helps !  

Offline functionality in Modern POS (MPOS) is critical to business continuity and continuous store operations. MPOS must be available whenever needed, and as a result, it is critical that offline mode is provided for the broadest set of scenarios. Generally Offline functionality is not enabled by default. When you create a store, you need to configure it to run MPOS,  You need to enable Support offline functionality from the register level and on store-level ensure that offline profile is selected. After running the appropriate jobs, offline functionality should work with MPOS in case the internet connection goes out. The offline mode should kick in automatically when the connection with retail HQ or internet goes out. Microsoft has extended this functionality by making an improvement to it. Now you have the ability to switch to offline manually prior to signing in to MPOS.  To do this you need to go to an offline profile and enable allow a manual switch to offline Run Register, Channel Configuration and Offline database configuration jobs. Now open the MPOS App and click on the Hamburger icon at the top left of the screen and go to settings Here you get an option to switch to the offline mode if you want to work offline. The advantage of having this manual mode is that if you don’t have to wait for MPOS to decide whether to switch to the offline mode or not. Hence your time is saved. You can make that decision and proceed with offline or online mode. Hope this helps!

As we know, Dynamics 365 Commerce is released in the preview version, So in this blog, we will have a quick explanation upon some important “Authoring Tools” that we may need to Customize our Website.   Once we reach our Dynamics 365 Commerce page, We need to click on the Site that we are going to alter. This will take you to the above page. We can see the “Authoring Tools”  highlighted in red box. The highlighted wordy assets in the red box are the valuables that we will be using to change the webpage. Information regarding the highlighted authoring resources: Pages: These are all the pages that your website will have. It contains everything from login to logout. Every page is justified here with status, last user and last modified. 2. Products: This page has all the products that our D365 Retail online store has inside it. Any change in Retail Online Store products will be reflected here. 3. URL’s: These are URL’s of every Specific Page that you can link with another page. You can discard any page(considering you know its URL) through this authoring tool. Also, if you want to link your website to another page then you can do it from here. 4. Templates: Template is the page design used as a starting point for creating pages of your site. When you add a new page to your website, you need to assign a template for it. When you modify this template, the changes cascade to that respective pages on your site.  5. Fragments: In easy words, we can say this can be the upper & lower part of the website that we are designing. Every fragment that you design can have a fragment.  These are small details that you can keep for your website and can make them reflect on each URL you want to.   6. Assets: It allows you to add all your assets(photos/videos) in a single place. You can reuse them every time on whichever webpage you want. Please note: Every authoring tool has its own specific condition that can be customized as per your needs. Also, this is a preview version. Hence, many more changes are expected in future versions. Hope this helps Dynamics e-Commerce builders 🙂

Customer service, sales, marketing, finance, and operations are the five main pillars of any organization. When you take care of these aspects well, you can easily beat the competition that is out there. Unfortunately, not many companies focus on these elements as they do not know what exactly they need to do to streamline the processes. Dynamics 365 for Finance and Operations is the solution or answer that you are looking for to scale up your business.  This product will help you to stay on top of your toes in addressing issues in finance and operations with ease. Your staff is going to become a lot more efficient when they use this product. Installing and using this software is pretty easy.  Here is how you do data fidelity checker: In this blog, I am going to shed some light on a new feature that is already available in the public preview of Microsoft Dynamics 365 Retail. General availability will be sometime in Oct 2019 The statement posting process is used to account for the transactions that occur in Cloud point of sale (POS) or Modern POS (MPOS). This process uses the distribution schedule to pull a set of POS transactions into the headquarters (HQ) The parameters that are defined on the Retail parameters and Stores pages are used to select the transactions that are pulled into individual statements. A retail transaction consistency checker(Validation checker) identifies and isolates inconsistent transactions before they are picked up by the statement posting process. We faced a lot of issues with statement posting. The process often asks you to run a validate store transaction job but still, the statement won’t post. Raising an MS support ticket is the only way to fix this. I believe data fidelity should make the statement posting process more efficient. Fidelity checker does the following: Data fidelity checker will check the data for omissions and anomalies and only those transactions that pass the validation will be included in the statement process. Validate records, gift cards, tax table Fix the transactions by users who are not in line with the auditing purpose.  Also, currently, the statement posting process first reserves the inventory throughout the day as the transactions are carried out. Which is temporary. Then at the end of the day during the statement posting system removes these reservations for inventory created and then creates sales orders, payment journals, and ledger journals in the system. This process is not very efficient because when all the transactions are processed together at the end of the day, it could result in overloading and failure. To address this in future this process will be removed all together. Which means no temporary inventory job will be created. A new job that will run as per predefined schedule will create sales orders, invoice them, and create, post, and apply for payments. The statement document that gets created at the end of the day will only be used to calculate and post any counting variances.

Customers are looking for experiences when they go for shopping these days. They are not planning to use a particular store if they do not get the best experience. In contrast, if a store is providing the best service, customers are very much interested in visiting that store again. If you want to be a successful retailer, you should plan on using Microsoft Dynamics 365 for Retail Management Solution.  When you use this particular product or software, you are not only going to streamline the process but will provide the best customer experience to your customers apart from improving the retail management. You are going to easily scale up your business high when you use this particular software. Activating/installing POS on a new system is a straight forward process. However what I have noticed on several occasions is that connecting the printer with hardware stations can sometimes take too many efforts than the standard defined process. The standard process should ideally work and should not take too much effort to get the POS to work. However in some cases when the standard process does not work, you need to find a workaround to get the things to work. Here in this article I am going to suggest several ways to get your POS to connect with printer if there are printer/peripherals connectivity issues Reinstall latest Monroe CCO OPOS driver and hardware station Make sure to test the connection. The ping should be successful after installing the hardware station Check printer name in printer settings of your system and also in POS hardware profile in F & O Make sure in OPOS ADK App has printer added to it. If not then right click on POS Printer>Add new device>Select printer>Add New LDN(Printer Model name as defined in the printer settings)   If still there are issues, you can try the below steps  Make RetailHwsUser part of the local administrator group To do that first: Open computer manager by right clicking windows start icon 2. Double click on Administrator group 3. And Add the RetailHwsUser 4. Go to users tab  and assign password to this new user profile(RetailHwsUser) 5.  Login as RetailHwsUser and setup the LDN to the printer/device name 6. Now reinstall the hardware station and restart the computer. After restart if it still does not work, Please reinstall the hardware station once more Now you should be able to pair and print the receipts. Most of the time, this works, however,if these steps still don’t work then please raise it to Microsoft support team.

Maintaining a retail store is not an easy task. You have to take care of several aspects. Unfortunately, not many retailers know how to do it. They struggle to take care of things such as retail store management, providing customer experience and support etc. It is wise to get Microsoft Dynamics 365 for Retail Management Solution if you desire to better the process.  Now, this another product from Microsoft that is aiming at improving the overall performance of your company. Installing and using this software is pretty ease. You might struggle a bit during the initial stages. For example, you might not know things such as POS receipts printing as well as struggle dealing with connectivity issues in Microsoft 365. Here’s everything you need to know how to handle these things. Dynamics 365 for Retail provides mid-market and large retailers with a complete head office and point of sale (POS) solution that includes support for online and brick-and-mortar stores. It can help retailers increase financial returns, improve service, manage growth, reach customers, and streamline efficiencies. Dynamics 365 for Retail supports two types of POS experience: Cloud POS is a browser-based POS that can  be started in any standard browser on Desktops, Laptops, mobile devices. Retail Modern POS (MPOS App) can be used on clients such as PCs and tablets to process sales transactions, customer orders, and daily operations, and to perform inventory management.There are many obvious reasons as to why a retailer would prefer to choose Cloud POS instead of Modern POS: Since CPOS runs in a browser, the application isn’t installed on the device. Instead, the browser accesses the application code from the CPOS server.  Which is why you wont be able to use cloud POS in offline state but these days Internet connectivity is available almost 24/7 so it’s not an issue. A zero-footprint, cloud-hosted solution brings benefits in terms of cost and simplicity. Sales staff can process sales transactions and customer orders, perform clienteling activities, and perform daily operations and inventory management on mobile devices anywhere in the store, and also at PC-based registers. Deployment is easy as no installation is required except for the hardware station which on the main host system. All you need to do is activate the POS. When you change/upgrade your system, all you need to do is re-activate CPOS. You can also set up Hybrid Android app which lets you use CPOS though Android App on any Android phone. One of the advantages of having CPOS is it’s cross platform availability. It can run on any operating system. All it requires is a browser to run.

Let’s say you need to create a new store with multiple registers on CPOS.   It is now possible to have a retail store with multiple registers each running CPOS and each having their own dedicated hardware.   For example: A store with two registers both running CPOS and both having their own receipt printer, scanner, etc. . Here comes the concept of a shared hardware station for CPOS, It may seem impractical to have multiple registers sharing the same scanner, pin pad, etc but it is actually possible.   You’ll need to install a hardware station per CPOS and then you should be good to go.   Sharing hardware can be handy in scenarios with limited space or lesser sales persons moving around taking the sales and so on and it’s valid for CPOS.   Note: However, for MPOS you need a dedicated hardware.   Please notice that you can’t have multiple hardware stations installed on the same machine. Please do correct me anyone if that has changed 🙂 This can be done absolutely and is perfectly possible. Just deploy a Hardware station on each device and it will work as discussed in the example above.

Hi, In this blog I am going to illustrate how to get past the printing issues when you are trying to print Customer order, Quotation etc. Let’s consider a scenario: You are using a POS printer which is connected to your CPOS system. After finishing a transaction you want to print the receipt again from the ‘Show journal’ tab. When you go to show journal and attempt to print a order receipt you get following error Here, you dont need to panic and start troubleshooting the hardware station. The issue may not be with the hardware station but with receipt itself.  The issue is when you attempt to print a receipt from show journal sometimes it displays large receipt format such as the below one. Now this receipt will not print from the POS printer such as Epson and is bound throw an error. Hence you get hardware station error. However there is a way to resolve this. You can switch to a small receipt format by direction keys button located on the bottom right of the page. After switching to a smaller receipt format, you can go ahead and print it easily with POS Printer. Hope this helps!