“Run Jobs” – as the name suggests is a process between Retail Channels and Retail essentials through which we transfer data between channels and database. Please Note: Jobs Run at a specified time which may be different for every Retail Scheduler. Be aware of what the time is set for jobs to run automatically.  Running jobs at a specific time requires setting to be done so that we can schedule a specific job to run at specific time. It can be easily done manually. You’ll have to follow the below steps: Step 1: Go to distribution schedule or Channel database in Retail Dynamics 365. If the job doesn’t run from distribution schedule run it through channel database. Step 2: Go to download sessions and make sure your Job is available or in applied state. If it is in available state, go to “Batch Jobs“. Step 3: Now you will have to find the same batch job that you were searching and need to run it at a specified time. Step 4: Here, since the Job is in waiting state, you need to change it’s scheduled date and time to current time. This change must be according to the time at which you want your job needs to be run. The specified time will make your job run immediately.   Step 5: You can check if Job is being applied in “Download sessions” whenever required. Step 6: You can also change how often the job should run from going to Recurrence. Step 7: Only things highlighted in Red boxes should be checked. Hope this helps!!! Thank you! Please feel free to post any doubts you have.

Microsoft Dynamics 365 for Retail Management Solution is an ERP solution that you need to have in your retail stores. Besides being cost-effective, it is quite flexible and seamless. This system is 100% customer-oriented. Now, this is the main reason why it is considered as the best ERP solution. Since it is one of the best and powerful solutions in the world, a lot of retailers love using it. Microsoft Dynamics 365 for Retail is easy to install and is affordable. Investing in this system will help you to better organize your store besides improving the customer experience. Spending some time in learning this system will help you to use this system efficiently. Here is a quick tip of how you can fix the most common problem. We ran into an error on Dynamics 365 retail POS where at some stores the staff was not able to return particular products. It was giving away the following error message whenever they tried to make a return.  I am going to demonstrate why this error occurs and the resolution to this. The resolution to this issue is very simple. However, the error message does not specifically suggest what is causing this issue. Which is why it can get confusing at times to resolve the issues in MS dynamics 365 retail. In order to resolve this error, you need to go to Retail workers and select the worker who is having this issue and then go to POS permissions  In POS permissions you will have a fields such as Maximum total return amount & Maximum line return amount.  If you mention an amount in these fields then you will have limitations when it comes to returning items on POS. For example, if the mentioned Maximum line return amount is 1500. Then the store personnel would not be able to return goods from customer priced beyond 1500 and that will throw off an error.  If you don’t want to set any limitations then you can leave these fields blanks or as 0.00. Then run staff job and you are good to go. I hope this helps!  

Microsoft Dynamics 365 for Retail Management Solution is an end to end or complete retail solution that every business need to have. It provides unified commerce solutions to retailers in all the channels, such as mobility, intelligence, sales, and productivity. Retailers can do a wide range of activities using this particular software. This solution helps customers to have an immersive experience. Retailers achieve a lot when they use Microsoft dynamics 365 for retail as people can do most of the things on the cloud. It increases the efficiency of the workers that are using this software. It is a SaaS solution that Microsoft is hosting. It is one of those solutions that retailers and their staff will love using. In this blog I am going to demonstrate how to deal with errors generated during statement posting. At times while you are posting a shift/statement, you may run into number of different errors. You may need to resolve them on your own. However, sometimes the error occurs because of a bug as shown in this article. It is asking you to run a validate store transactions job. Run the job, however the error message may not go away. If  this error message does not go away than it’s more like  a bug than an error.  You need to contact Microsoft and raise a ticket . They can resolve this error in a day or two. As you can see here shift 2637 is still unposted i.e. no right tick in the posted column next to it. It won’t let you post it even if you create a new statement and try to post it. The reason could be that the statement containing it is not posted yet.  Go to statements and find the unposted statement and try to post it. Issue should be resolved. Hope this helps!

Creating a pro forma invoice on dynamics 365 for finance and operations is a pretty straightforward task. A pro forma invoice is a crucial financial document that people use in businesses. In a nutshell, a pro forma invoice is more or less like an estimate that companies share with their client before sending them the actual invoice. The actual amounts can change if there is a difference in the quantity of material as well as the labor before preparing the final bill. Many people struggle to locate, view, or to print this document on dynamics 365 as it can be confusing. In this article I am going to demonstrate how to view/print  pro-forma invoice. A pro forma invoice is an invoice that is prepared as an estimate of the actual invoice amounts before the invoice is posted. You can print a pro forma invoice either for a customer invoice for a sales order or for a free text invoice. Step 1: Configure Print management from  Account receivable>Setup>Forms   Step 2: Right click on Customer invoice and click New Step 3: Go to All sales orders, Select an order which is in Open state.     Step 4: Go to Invoice tab and click on Pro forma Invoice     Step 5: In Quantity select All and in Print options enable Print Invoice     Step 6: You may click on Export to save the document or print it   Hope this helps!

In this blog I am going to show you how to fix an error you get during CPOS/MPOS activation. At times you may get following error : Validation: Failed, Messages: <“Channel has not been published.”>   Solution: Step 1 Go to Channel categories and product attributes. Select your store and in Category hierarchy select channel navigation hierarchy Step 2 Then click on publish channel updates Step 3 Now go back to your device and  click on “Validate Devices for Activation.” You should not get the error message anymore. Hope this works!

You may need to add a sales representative/associate while performing a transaction on POS. For this, you need to add the particular worker to sales group and set it up as below. In this blog, I will show you the process: Step 1 Go to Sales and marketing>Commissions>Sales groups Step 2 Click on General>Sales rep Step 3 In filter type the name of the Rep and select Step 4 Next run staff job from the distribution schedule and check in download sessions if the job is run. If it remains in the available state for more than few minutes then you may need to run a batch job manually from batch jobs by changing its date and time. Check again in download sessions. It should be in an applied state. Hope this works!

Steps to Perform Transfer Out on Dynamics 365 for Retail: Go to Picking and Receiving –> click on + icon and click Transfer out. Select the store to which you want to transfer out, Delivery date and mode of delivery. Add or scan all the products and its quantity. Click on + icon to add more products to the transfer order. You can save the products added by clicking on Save icon. The status of the order will be in Draft. You can continue adding products when it is in Draft state by clicking on + icon. Once you are done adding all the products click on commit icon. Once the order is committed the status will change to created and you will not be able to add products. Click on ship all icon to ship the products. This will change the ship now column with values to ship. Then click on commit. This will change the status of the order to shipped. When the store Where the order is shipped to selects on Receive all icon the order will be complete.

Introduction: I have worked on several D365 Retail implementation projects. The largest one being for one of the clients in South Asia who was a sports goods retailer and owned several stores across the region. Just in case any body needs introduction, 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. A lot of retailers approach us with the requirements related to the induction of Coupons in Retail stores. It is a set up that is done to provide coupon in Retail stores. For this, I have decided to list down detailed process of the Store code set up Manual. Store Code Set up Manual Process: Step1: Create Barcode Mask Character for Coupon Code: Step 2: Create a New Barcode. Mask set up. Keep the type as Coupon. Step 3: Create Bar Code for Coupon. Assign the Mask ID which was created in step 2. Step 4: Create Number Sequence for Coupon Code ID and Coupon Number. Step 5: Set the Retail Parameters for Coupon. Assign the Mask ID that was created. Step 6:  Create a New Discount. Mention the discount Price, Products in Lines, Price group, Valid Discount Account and enable coupon code required. Step 7: Create a new Coupon. Mention the usage limit, usage type, associate discount to the coupon, Create a new line for coupon. Activate the Coupon. The Barcode will be generated. Make a note of the Barcode.   Next, To Redeem the Store Coupon Code: Scan the product that is under Discount. Scan the Barcode or Manually inter the Barcode. The discount will be applied to the product along with the discount name. Make Payment. This is it! Hope the above information helps! 😊

Introduction: A “shared shift” configuration lets retailers have a single shift across multiple registers, cash drawers, and users. A shared shift has a single starting amount and a single closing amount that are summarized across all cash drawers. Shared shifts are most typical when mobile devices are used. In this scenario, a separate cash drawer isn’t reserved for each register. Instead, all registers can share one cash drawer. Steps to Configure: Go to Retail –> Channel setup –> POS setup –>POS profile –> Hardware profile –> Drawer –>Enable shared shift option. Go to Retail –> Workers–> Select the user and go to retail tab. Go to POS Permission and select the appropriate permission group and assign it to the user. Make sure that the  user must have “Allow manage shared shift and Allow use shared shift” permissions enabled Save the changes Go to Distribution Schedule and run the job for Register and Staff. Note: Only one shared shift can be opened at a time in each store.

Introduction: A “shared shift” configuration lets retailers have a single shift across multiple registers, cash drawers, and users. A shared shift has a single starting amount and a single closing amount that are summarized across all cash drawers. Shared shifts are most typical when mobile devices are used. In this scenario, a separate cash drawer isn’t reserved for each register. Instead, all registers can share one cash drawer. Note: Before using shared shift make sure that all the existing shifts at all the POS terminals of the store are closed. Steps: Login with user id at the main MPOS terminal. Open a new shift Now login at all the other terminals of the store Select the option: Resume an Existing Shift Perform Sales and other functions on all the devices End of the day before closingthe shifts Make sure that all the users have logged off from the other terminals except Main MPOS. On the Main POS: Close the shift. Conclusion: Using Shared shift all the transactions done across the store would be captured under one shift. At one particular time only one shift can be shared.