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02 - Introduction To POS - Overview

02_Introduction to POS - Overview

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107 views8 pages

02 - Introduction To POS - Overview

02_Introduction to POS - Overview

Uploaded by

ms
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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MODULE 2: INTRODUCTION TO POINT OF SALE

(POS) OVERVIEW
Module Overview
Microsoft Dynamics AX for Retail POS is the point of sale (POS) program for
Microsoft Dynamics AX. POS tasks are performed by using a POS register. The
graphical user interface (UI) is easy to use and can be set up to meet the
requirements of many industries, such as grocery, fashion and specialty retailers.

Objectives
The main objective of this module is to discuss the Microsoft Dynamics POS
Overview.

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2- 1

Microsoft Dynamics AX 2012 R2 For Retail in Brick and Mortar Stores Development and Customization

Introduction to POS
Microsoft Dynamics AX for Retail POS
Microsoft Dynamics AX Retail POS is a solution that brings speed, power,
flexibility, dependability, and ease of use to the point-of-sale. Retail POS has a
dynamic interface that can be configured and customized for your type of
business and store procedures. Additionally, Retail POS can work offline. This helps
make sure that your stores remain fully operational during network interruptions.
All data is automatically updated when the connection is restored.

FIGURE 2.1: RETAIL SOLUTION SYSTEM OVERVIEW

2-2

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Module 2: Introduction to Point of Sale (POS) Overview


Microsoft Dynamics Retail Components:
Microsoft Dynamics POS interacts with the following retail components to perform
end to end operations:

Commerce Data Exchange: Synch service

Commerce Data Exchange: Real time service

Store and offline database

Microsoft Dynamics AX for Retail Synch Service:


Synch service is the integrated service that periodically sends data between the
head office and store database. Communications that use synch service are
managed through distribution locations and Retail Scheduler in Retail
Headquarters (HQ).

Microsoft Dynamics AX for Retail Real time Service:


Together with synch service and Retail Scheduler, real-time service completes the
communications mechanism of Microsoft Dynamics AX for Retail by providing
real-time, synchronous communication between POS registers and Microsoft
Dynamics AX. It can be used to authenticate cashier logon credentials, send
loyalty requests, and exchange up-to-the-minute physical inventory information
between the head office and the stores, and more.

Store Database:
Each store must have its own database, and a single database is used for multiple
registers. This helps make sure that the same master data is available to all POS
registers in the store.

Offline Database:
You can also create an offline databases on POS computers. An offline database
helps make sure that the stores operations can continue even if the connection to
the shared database server is lost. If the connection to the shared database server
is lost, the POS computers switch to offline databases. The shared database and
the offline databases are kept in sync by using Microsoft Sync framework.
The store and the offline database can be set up by using the create database
utility.

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2-3

Microsoft Dynamics AX 2012 R2 For Retail in Brick and Mortar Stores Development and Customization
Microsoft Dynamics POS Operations
Microsoft Dynamics AX for Retail POS is the point of sale (POS) program for Retail.
You can use Retail POS to perform the following tasks:

Process sales

Operate the cash drawer

Scan bar codes

Print customer receipts

Calculate the sales total

Calculate tax

Calculate the change that is due back from the amount that is paid

Issue product refunds

Suspend transactions

Process customer loyalty transactions

Issue credit memos

Issue gift cards

Scan bar codes

Receive payments

Print receipts

Create and track customer orders

Process debit cards and credit cards

Check inventory, plus many more.

The following operations cannot be performed when the store database is offline:

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Print an X report

Print a Z report

Close a shift

Blind-close a shift

View blind-closed shifts

Suspend a shift, plus more

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Module 2: Introduction to Point of Sale (POS) Overview


The following operations cannot be performed when the connectivity to HQ is not
working (CDX: Real time service connection down):

Inventory Lookup

Gift Card Operations

Loyalty Operations

Customer order Operations, plus more

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2-5

Microsoft Dynamics AX 2012 R2 For Retail in Brick and Mortar Stores Development and Customization

Module Review
Module Review and Takeaways

About Microsoft Dynamics AX 2012 POS

Real time service

Synch service

POS Operations

Store and Offline database.

Test Your Knowledge


Test your knowledge with the following questions.

2-6

1.

What is the CDX: Synch service used for?

2.

What is the CDX Real-time service used for?

3.

What is the difference between the CDX synch service and the CDX Real-time
service?

4.

Describe any POS Operations.

5.

Can an offline database be shared across multiple terminals?

6.

Describe any two operations that cannot be performed when the POS store
database is offline.

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Module 2: Introduction to Point of Sale (POS) Overview

Test Your Knowledge Solutions


MODEL ANSWER:
1.

Synch service is the integrated service that periodically sends data


between the head office, stores, and individual Retail POS terminals.

2.

Real-time service completes the communications mechanism of


Microsoft Dynamics AX for Retail by providing real-time, synchronous
communication.

3.

Synch service is used for synching the data between HQ and POS.
Real time service is used for providing real-time information form the
HQ.

4.

Receive payment operation. This operation can be used to receive


payment from the customer in POS through different tender types
that are configured in HQ.

5.

No. Only the store database can be shared across multiple terminals.

6.

Close shift and print Z-report.

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2-7

Microsoft Dynamics AX 2012 R2 For Retail in Brick and Mortar Stores Development and Customization

2-8

Microsoft Official Training Materials for Microsoft Dynamics


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