View the current connection settings, and switch between online and offline modes.ĭeclare the amount that is in the cash drawer when the day or shift starts. Search for a customer record by navigating to the customer search page in the POS. Remove the customer from the current transaction. Remove the commission sales group (sale rep) from the currently selected line.Ĭlose the current shift, print a Z report, and sign the user out of the system.Ĭonvert the POS transaction to a customer order.Ĭonvert the POS transaction to a sales quotation.Ĭreate a standard sales transaction when the default POS behavior is to create customer orders.Īdd the specified customer to the transaction. Reset the quantity on the currently selected line to 1. Remove the commission sales group (sales rep) from the transaction. This operation lets the POS user change their password.Ĭhange the unit of measure for the selected line item.Ĭlear default sales representative on transaction Set the mode of delivery for the selected lines to Carryout.Ĭhange mode of delivery for preconfigured shipping sales lines. Set the mode of delivery for all lines to Carryout. When discount calculation is delayed, this operation initiates the calculation for the current transaction. A blind-closed shift is closed to additional transactions but is still open to drawer operations, such as tender removal and tender declaration. Set the current shift to blind closed, and sign the user out.
This operation represents a customizable button that a software developer can programmatically change for any specialized operation that the business requires. Record the amount of money that is sent to the bank and other information, such as the number of the bank bag.
This operation lets the user specify a serial number for the currently selected product. Prompt the user to enter a loyalty card number that will be added to the current transaction.
Remove an affiliation on the Customer details page.Īdd a coupon by entering its code in the POS.Īdd a misc charge to a selected sales line. Select the affiliation on the Button properties page.Īdd an affiliation to a transaction by selecting it in a list.Īdd an affiliation to a customer on the Customer details page. IDĪctivate the current device by allowing an authenticated user to provide connection information and assign a device and register ID.Īdd a preselected affiliation to a transaction. Some operations may have changed or may not be available in previous versions. The operations listed below apply to the latest version of Commerce. Welcome screen – The operation can be invoked from POS button grids that are configured on the POS welcome screen.Transaction screen – The operation can be invoked from POS button grids that are configured on the POS transaction screen.Button grid – The operation can be assigned to buttons in POS button grids, which are part of a POS screen layout.The following columns specify where the operations can be invoked: Others are features from Microsoft Dynamics AX 2012 that aren't currently supported. Some of these operations are either locale-specific operations that require additional extensions and configuration. Some operations aren't currently available in Modern POS or Cloud POS. The table also specifies where in the application the operations can invoked, and whether they are available when the POS is in offline mode. The following table provides details about the operations that are available in Modern POS and Cloud POS. Other operations are part of the main POS application, and are invoked either from on-screen buttons or as part of other workflows or processes. Users can then select the buttons to invoke the operations and perform their function. Many operations can be added to buttons in the POS button grid. Operations are configured and managed in the Dynamics 365 Commerce back office.
Most actions that users take in the point of sale (POS) are considered operations.