The User have to setup a specific set of “Posting Groups” like in base “Business Central”, that records the transactions made in the Retail POS system and make the transactional values directly posting to the accounts in the “chart of accounts” specified in the setup page.
2. Retail POS Setup:
In Retail POS Setup, the user must configure the number series of the “Bill No.” and “Card Number Series” which will be used in the POS system for administration purpose.
In “Posting Group” field the user will select a posting group from the “Retail POS Posting Group” page, that setup will be followed for all transactions made in the system.
3. Retail POS Terminal:
The Retail POS terminal document records the retail transaction details, like recording sales transactions in base Business Central using Sales Order Document. In General tab of this document contains “Bill No.” which is auto generated by “No Series” and customer card no details.
In “Item Line” list part page records the items sold on the particular sales and their discounts and tax calculations are made based on the “Business Posting Groups” and “VAT Posting Groups” combination setup.
After the retail sales details are entered in POS terminal the user have to click on the “Totals” Cue box in the “Fact box” area to calculate the Total of the sales along with their discounts and tax calculation.
By clicking the “Create Sales Invoice” Cue box action, the “Sales Invoice” for this retail sale will be created and after that we can post the sales invoices using batch job in base Business Central.
4. Retail Membership Card:
The Retail Membership card is used to offer prices or discounts to the retail customers by creating a member ship card for them and generating the credit points based on the purchases they made.
To create a “Loyalty Card” for the member, the user must click on the “Generate Membership Card” Cue box action in Fact Box of “Retail POS Terminal.” The “Loyalty Card” will record the “Points Earned” based on the purchase made by the membership customer and it will be deduced and converted as a discount when they purchase later.
The Credit Points Dialogue page is used to earn or reduce the credit points on the customer’s membership card.
5. Generate Receipt and Mail:
The Invoice Receipt copy of the retail sale can be send to the customer’s mail which is stored in the customer’s membership card, In Retails POS Terminal click on the “Generate Receipt” action to generate the receipt copy of the retail sale.
By clicking “Send Mail” action button in the “Retail POS Terminal” the mail is send to the customer’s mail along with the pdf format of the receipt as a attachment with the mail.