Retail Operation at DTD

Microsoft Dynamics AX 2012 Retail POS application from the Standard Data and following are the different process that one can do :

Login:

 Now one needs to enter the user ID and Password to log in :

I am using the id as 000154 (A Manages ID ) and password is 123.

Entering the password now :

So finally this is how the standard MS Dynamics AX 2012 POS for Seatle Store (Detail for the same I will cover later) :

So here one can see we have all the related POS Buttons on the screen.

Start of the Day @ POS = Float entry :

Once you click on the drawer and shift operation button , then there are several activities related to the same are covered:

 After clicking the Float Entry Button from the above screen shot , one gets the following screen for float entry:

 Here I am starting with the  1000 Local retail currencies.

So here I am at the sales screen of the POS, where i can scan items, search items and sale them:

A Typical Search screen for the item, Note that here i can search Customers too.

After selecting an item i can also check its details like in the following screen:

So I have selected the item , and now that item details are reflecting on my POS sales screen :

I can also change the qty of the selected item by just clicking on the Edit Transaction, and update qty button:

I can also give Line discount amount on the item like in the following screen:

 So there are info codes (Reason codes) attached to the Discounts and i am being prompted with the following screen:

   I a selecting the customer satisfaction button :

 So lets look at the item details now, also on the updated quantity and Balance amount:

 there are possibility of the changing the Unit of Measure at the POS itself :

  One can also add a comment to the Item , which is a very good functionality

Lets check the details at the POS item line with all the details of Comment , qty and the line discount :

Lets pay the bill now and check out the payment screen, its nice to have a full screen for the payment where one have the ability to select the payments by the denomination.

So select the appropriate payment and complete the sales.

Customer Creation at POS:

We can create the customers at the POS screen itself by clicking on the New customer link on the sales screen:

Following are the form in which one can enter the details :

Lets fill all needed details :

You can drill down to view the customer group as follows:

once you are done then there will be following confirmation page :

so you will see the following details as on the POS:

Creating the New address for the customer :

Selecting the country code at POS :

Selecting the State Code :

Now check out the address change / Update at the POS Screen :

Customer Order creation at POS :

First scan the items that the customer wants :

Then click on the create customer order button :

following is the customer order creation page Check out the sales order / Quote button :
Check out the quote screen :

Click on the search button to search a customer and add the customer to the sales order:

search the customer you want and then click on the customer and click select :

Now click on the add button , once the customer details are populated :

Click on the shipping and delivery link :

So here you can select to ship all/ Pick all or you can do the combination of ship and pick for different items and quantities.

I will ship 1 qty of the order and 1 qty the customer will pick up from other store:

Following is the shipping information i can fill :

Select all the needed information and the screen will look like as follows:

Click on the OK Button:

So check out the ship button is automatically ticked here :

Now try to pick the last item for the customer from other store :

So you can see the above details wherein i have selected 1 item for pick and one for ship.

Lets have a look at now to the order summery, and how it will look like :

Click on OK and proceed to the sales screen for the payment now :

Pay the total amount and you are done :

These are the basic POS Operations performed at Dynamics AX 2012 R2 Retail POS.