For customers created in POS, there is a limitation when it comes to enabling certain parameters for customers. Because those options are not available to the cashier on POS. For example the customers created on POS must have automatic credit limit set to them. So every time a customer is created by a cashier the credit limit will be always 0. To achieve this , go to default customer on the store and enter the credit limit You can also set other parameters on the default customer and they will also be defined for any new customers created on POS Hope this helps!

Introduction: In the previous Blog, we saw how to configure the Schedule Job Header, this time we will configure the Sub-jobs. In Sub-jobs, we can define the Table structures to be followed, Tables the Data is supposed to be sent to, filters, replication counter fields and so on. References: Repl. Counter Interval, Scheduler Subjob (lsretail.com) From-Location Design, Scheduler Subjob (lsretail.com) Replication Method, Scheduler Subjob (lsretail.com) http://www.apanko.ru/showthread.php?t=3517 Pre-requisites: Microsoft Dynamics 365 Business Central LS Central Configuration: General:- ID:- Unique Identifier for the Sub-job. From-Location Design/To-Location Design:- These fields specify the structure of the tables. If the table structures are same in both sending and receiving locations, then you do not need to set this field. From-Table ID/To Table ID:- These fields specify the IDs of the tables. In most cases, these will be same only exception would be when you want to send data to custom Tables from BC/LS Tables. Replication Method:- It has two options- Normal :- In this method the entire table is transferred but as this is an expensive operation and unsustainable if the data in the table is growing constantly, there is another field “Replication Counter” which resides on the table which is to be transferred, it must be an integer field and every operation which modifies/inserts a record in the table, this replication counter field must be updated. Majority of tables provided by LS have a “Replication Counter” field in them. By Actions:- Every operation we perform on every table is logged into a “Preactions” table by LS. Then these Preactions are converted into “Actions” which are then used to transfer data. Field Transfer Type:- It specifies how to handle the fields of the table. It has three options- All:- All the fields from the “From Table” are transferred in the “To Table”. Include List:- Only the fields specified are transferred. Exclude:- All field except the ones specified are transferred. What to do:- It specifies the operations the transfer can perform. There are the basic operations Add, Update & Delete and then building on them there are combinations of these operations.Note:- Please use the delete operations carefully as it may cause unintended data deletion. For most uses, Update-Add is sufficient. Replication:– Action Table ID:- This field is automatically updated when “Replication Method” is set to “By Actions.” Move Actions:- Specifies whether “Actions” should be transferred along with Data. Use Truncate:- When using “Normal” replication method, if this is set to true, then the destination table is cleared and then new data is inserted in it from the source table. If you are using “Update-Add-Delete” as “What to do” then this is more efficient. Replication Counter:- Specifies which “Integer” field is to be used as the “Replication Counter.” Repl. Counter Interval:- If this value is set then the data to be transferred is divided into blocks. The size of the block is as defined in the field.For instance, as per the replication counter, 1000 records are to be transferred. But since sending a huge amount of data at once may burden the replicator we can specify the “Repl. Counter Interval” at 100, after which the “Sub-job” will run 10 times, replicating 100 records at a time. Update Repl. Counter:- Specifies whether the “Replication Counter” field in the destination table should be updated or not. Mark Sent Records:- In this field we can set a boolean field of the “Source Table” which will automatically be set to true, when the record is set. Please do note that none of the fields mentioned in the “Replication” tab are compulsory but creating a sub-job without using the available replication options may become slower and network intensive as entire tables are transferred. Transfer Field List: Go to Navigate > Sub-job > Transfer Field List Here we specify the field mapping between the source and destination tables. It also allows for some degree of Conversion in transferring, for instance, Set “Conversion Type” to “Constant” and set a value in the “Conversion String” field, then after transferring, the value specified in the “Conversion String” is set on all the records in the specified field. Make sure the field is of type “Text” or “Code” before using this. Another practical example would be, When transferring “User” table, if we simply send the password directly then the proper values are not transferred. This can be resolved by using “Skip Text Conv.” on the “Password” field before transferring. From-Table Filters: Go to Navigate > Sub-job > From-Table Filters Here we can specify filters to be applied to the source table. Linked Tables: Go to Navigate > Linked Data > Linked Tables Here we can specify data from which other tables has to be pulled along the main table, in the above example, as the sub-job is using data from “Customer” table, we have defined that along with that we also want data from “Customer Ledger Entry” table. We can also define field mapping for these tables by going to Navigate > Linked Table> Field List. To define the link and/or filters on this table, go to Navigate > Linked Table > Filters and Links. Conclusion: Thus, we saw how to configure Sub-jobs and a brief overview of the features it offers. Thanks for reading!

This blog will guide you through steps that need to be followed to to setup Open ID connect in Azure API Management

As of now as a POS user if you want to check the inventory of an Item , you will need to click on the inventory lookup button on homepage and you will have to then enter the item number to display a list of store wise inventory. While this feature is useful, there is a need to check inventory directly from the cart itself. Microsoft has finally made this feature available. However, this will be available from 10.0.19 release. Once this feature becomes operational, you will need to add an ‘Inventory lookup’ button to the button grid. After adding a line to the cart you can select the any line and then click on inventory lookup button to check the stock for that particular item. If you select no lines and click on the inventory look up button you will see an empty form Hope this helps!

In Retail store you will need to assign address books i.e. One for store staff/employees and the second one for customers. If you fail  to do that then on POS you will not be able to login or see/search for customers The above setup is the ideal for the store to function properly. However, some employees you want to create as customers too. You can do this manually or you can keep it automatic. The meaning of automatics is, you will be able to search for store employees on POS and as soon as you click on their names, a customer with the same employee name will be created in the system. To do this automatically on POS the below setup is required. As you can see ‘Houston’ address book is common in the store Customer address book and Employee address book As a result of this setup, whenever you search for any employee on POS and select it, it will be created as customer in the system. Here, I have searched for Eric who is an employee and his customer ID field is blank as he is an employee. As soon as I click on it, it will create the customer in the system. Hope this helps!

Introduction: Tags are small pieces of Information that we can display on the POS. This information may be a field from a table or just some text. If we are using a field from some table, it is necessary that, the table can be referenced using only the fields available in the current “POS Transaction” record. There are multiple types of Tags available like: System :- These tags display system information. Transaction :- These Tags display information regarding the current Transaction. Session:- These Tags display information regarding the current Session. References: https://help.lscentral.lsretail.com/Content/LS%20Retail/POS/Data/Tags.htm Prerequisite: Microsoft Dynamics 365 Business Central LS Central Demonstration: In most cases, we are going to use “Transaction” type Tags so let take an example. In this example, we are going to create a Tag which will display the manager of the Store. To create a Tag: Search for POS Tag in BC Create a new POS Tag, by convention the naming is <#TagName> so we are going to follow the same. Since the data we need is from the “Store” table we set the “Store” table’s ID in the “Table No.” field  and as we need the “Manager Name” from the “Store” record, we set the “Field No.” accordingly. In the “POS Trans. Key Field” we specify which field will be used to reference the table mentioned in the “Table No.” field which, in our case, is Store. This list of fields is from the “POS Transaction” table. In the “Expression” we can specify how the data should be presented, %1 is substituted for the data. On the POS, we can use this Tag in the “Description” field of any and all Menu Lines, for example, we can use this as the name of a button, thus the button will change depending on which Store it is being used on.  In this example, I am going to set it on “Manager” button on POS. Right Click on the “Manager” button and click on “Button Properties.“ Click on the three dots and choose the “Tag” that we just created and click on OK. Click on OK again so that the “Button Properties” page closes. The button now shows the “Manager Name” field of the Store, in the expression that we provided. Conclusion: Thus, we saw how to configure and use “Tags” in POS, in LS Central. Thanks for reading!

Customer quotes in D365 Retail is used to give the customers an estimate of the items/products they are intending to buy from a store. It is possible that after getting the quotation, customer would return to the store to purchase the items right away. Here I am going to demonstrate how to convert a quote directly into an invoiced sales order Add item and customer. Click on the orders tab and then Create quote button  Then click on Ship all button After that click on Customer carry out delivery method. Customer carry out option you will find on the orders tab as well but it will not allow you to select that which is a bug. As a workaround you will need to go to Shipping and then select carry out option. Now on the transaction screen if you click on delivery method then it should ideally show Customer carry out option. Complete the quotation by selecting any payment method. In order to recall this order you need to click on the Recall order button and find the quotation using the receipt number/customer Account number/Email Id etc. Click on edit order It will take you to the transaction screen. Now you need to convert this order to customer/sales order so that it can be converted to a sale from quote. Go to orders tab and click on Create customer order. The status should change to customer order Next click on any payment method and take the payment from the customer. I hope this helps!

In this blog I am going to showcase how to resolve the real time service error in Retail POS. Once you have refreshed the database or you are reconfiguring the retail environment , you may run into below error If the real time service is not working then you will not be able to activate POS and any POS which are already active will stop working. To resolve this you need to reset IIS from the VM and then check if real time service is up. You can check the status of real time service by entering this URL in the browser https:// << D365 Environment URL/healthcheck?testname=ping You should see below result which indicates the real time service is ok If the service is still showing as failed or not started then ensure all the services are running properly from services in the VM. Try restarting the environment Lastly you can seek help by raising a ticket with Microsoft Hope this helps!

Loyalty programs can help increase customer loyalty by rewarding customers for their interactions with the retailer’s brand. In Dynamics 365 Commerce, you can set up simple or complex loyalty programs that apply across your legal entities in any commerce channel.  You can set up your loyalty program in many ways so that it includes options such as: multiple types of rewards, incentives, earning rules, manual point adjustment. Some customers will also require to setup multiple loyalty cards for every customers. For example as you can see Stuart has 2 loyalty cards associated with his account. The provision to allow customers to have multiple cards is a useful feature but it makes the loyalty card process a bit complex. Complex in a way that loyalty card will not be selected by default hence cashiers will need to be careful and choose a loyalty card during every transaction. If you do not select a loyalty card, then points will not be earned for the customer while making a purchase. To avoid this from happening, what cashier can do is always search for the customers with their loyalty card numbers. This way the loyalty card would be selected automatically while customer is making a purchase. However if the customer does not have the card number handy then the cashier will need to select a loyalty card I hope this helps!

Info codes to use to capture data at the point of sale when a worker performs various actions, such as product sales, product returns. By using info codes, you can track data such as the  reason that a product was returned or  postal code.. Prompt provided in info codes not show as expected on POS. Use following steps. Open info code add prompt. Click on translation tab enter the same prompt in translation . Run 1030 Job and refresh the browser link and Login. Now you will able to  see the expected prompt on POS. Hope this helps !