Introduction A purchase requisition is an internal document that authorizes the Purchasing department to buy items or services. Until now if you wanted to create a Purchase order requisition, D365 Finance and Operations HQ was only an option but in the release wave 2 plan “Microsoft has brought a new feature of creating Purchase order requests from POS.” Business Value The addition of this feature will eliminate the use of multiple tools and make POS the single app for store employees to handle the end-to-end purchase order business processes. Feature Details Create purchase order requests in POS. View purchase orders requests in POS. Edit purchase orders requests in POS. Confirm Purchase order requests in POS. Steps to create a purchase request from POS Step 1 Enable the feature from feature management page as shown in below images : Step 2 Go to Retail and commerce >Retail and Commerce IT > Distribution Schedule and Run 1070 , 1110 , 1090 job. Step 3 Login to POS (MPOS or CPOS) Step 4 Go to Operation “Inbound Inventory” as shown in screenshots  : Step 5 Click on ” +” create new symbol . Step 6 Select Vendors from which you are willing to purchase the products. Step 7 Fill out the necessary details like the Date of delivery, Accounting date, and add a note if required and confirm the order. Step 8 Add the product manually or by scanning the barcode of the product. Step 9 Add Quantity Step 10 Submit request to HQ. Step 11 You can see the Status as Created Step 12 Purchase Order Created and sent for approval at HQ. This completes the process of creating PO requisition from POS itself.

Retail Store Scale Unit allows retailers to sell products within store locations that have internet connectivity issues, where it fails to connect with headquarters (HQ). Retail Store Scale Unit support both Modern POS and Cloud POS within the store. MPOS with Retail Store Scale Unit allows users to perform cross-terminal scenarios across multiple POS devices, like Suspend Shift Close Shift Blind Close Shift Manage Shift Inventory Lookup Stock Count Print X-Report Print Z-Report whereas Cloud-based MPOS offline fails to perform these operations. MPOS with Retail Store Scale Unit fails to perform real-time operations such as Issue/pay Gift Cards Issue Loyalty Card Picking and Receiving Pay by Customer Account Credit Card transactions Order Fulfillment View/Create Time clock entries unless there is internet connectivity to HQ or a payment provider. If most of your transactions involve real-time transactions, then your Store Scale Unit will always need internet connectivity to enable the connection to HQ or payment provider.

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.

Introduction: In D365 Retail POS, if you want to customize anything you need Extension Points. Over-layering is completely sealed. So, now if you want add custom columns to your View which is designed using code you can do it using Custom column extension. Each view has its own custom column interface which you can import and use to add columns. You can view the available Views for adding custom columns in ‘Pos.Api.d.ts’ file. Scenario: In Picking and Receiving, Update view you want to view details of Product variants like Size, Color and Config for all lines. Steps: Open ‘ModerPOS.sln’ from K:\RetailSDK\POS. Navigate to Pos.Extensions -> SampleExtensions -> ViewExtensions. Create a new Folder ‘PickingAndReceivingDetails’. In Folder, Add a TypeScript file and name it ‘CustomPickingAndReceivingListColumn’. Add the below code in file. //Added new column size, color and config; Also, take care of existing column by mentioning it else it will throw error //Note: Summation of ratio should be 100 import { IOrderLinesListColumn } from “PosApi/Extend/Views/PickingAndReceivingDetailsView”; import { ICustomColumnsContext } from “PosApi/Extend/Views/CustomListColumns”; import { ClientEntities } from “PosApi/Entities”; export default (context: ICustomColumnsContext): IOrderLinesListColumn[] => { return [ { title: “Product Number”, computeValue: (row: ClientEntities.IPickingAndReceivingOrderLine): string => { return row.productNumber; }, ratio: 15, collapseOrder: 9, minWidth: 60, isRightAligned: false }, { title: “Description”, computeValue: (row: ClientEntities.IPickingAndReceivingOrderLine): any => { return row.description; }, ratio: 30, collapseOrder: 8, minWidth: 70, isRightAligned: false }, { title: “Size”, computeValue: (row: ClientEntities.IPickingAndReceivingOrderLine): string => { return row.sizeTranslation; }, ratio: 5, collapseOrder: 7, minWidth: 40, isRightAligned: false }, { title: “Color”, computeValue: (row: ClientEntities.IPickingAndReceivingOrderLine): string => { return row.colorTranslation; }, ratio: 10, collapseOrder: 6, minWidth: 40, isRightAligned: false }, { title: “Config”, computeValue: (row: ClientEntities.IPickingAndReceivingOrderLine): string => { return row.configurationTranslation; }, ratio: 10, collapseOrder: 5, minWidth: 40, isRightAligned: false }, { title: “UOM”, computeValue: (row: ClientEntities.IPickingAndReceivingOrderLine): string => { return row.unitOfMeasure; }, ratio: 10, collapseOrder: 4, minWidth: 40, isRightAligned: true }, { title: “Quantity Ordered”, computeValue: (row: ClientEntities.IPickingAndReceivingOrderLine): any => { return row.quantityOrdered; }, ratio: 10, collapseOrder: 3, minWidth: 40, isRightAligned: true }, { title: “Quantity Received”, computeValue: (row: ClientEntities.IPickingAndReceivingOrderLine): any => { return row.quantityReceived; }, ratio: 5, collapseOrder: 2, minWidth: 40, isRightAligned: true }, { title: “Quantity Received Now”, computeValue: (row: ClientEntities.IPickingAndReceivingOrderLine): any => { return row.quantityReceivedNow; }, ratio: 5, collapseOrder: 1, minWidth: 40, isRightAligned: true } ]; }; Open manifest.json file and Add the View to manifest.json File inside the Views section. “PickingAndReceivingDetailsView”: { “orderLinesListConfiguration”: { “modulePath”: “ViewExtensions/PickingAndRecivingDetails/CustomPickingAndReceivingDListColumnExtension” } }, Build and Run the POS.

Introduction: In this blog we will see how to apply coupon discount on MPOS (Store) in Dynamics 365 for Finance and Operations. Steps: Step 1: Create  Bar code 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 Bar code will be generated. Make a note of the Bar code. This is how you set up Coupon Code on Stores in Dynamics 365 for Finance and Operations. Run Jobs and flow the discount to the store. To Redeem the Store Coupon Code: Step1: Scan the product that is under Discount. Step2: Scan the Barcode or Manually inter the Barcode. Step 3: The discount will be applied to the product along with the discount name Step4: Make Payment.

Manual For closing Blind shift in POS: Blind shifts terminate the currently ongoing shift and when logged in a new shift opens. In this blog we shall see how to close the blind shift. Steps: 1. Login to the POS 2. Open a new shift or continue with the existing one. 3. Click on Show blind closed shifts. 4. Select the shift you want to close. 5. At the bottom click on declare. 6. Declare the starting amount and the tender amount. 7. Click on close shift. This is how blind shifts can be closed.