Improvements to payment flows for pick-up order processing in POS


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Enabled for Public preview General availability
Users by admins, makers, or analysts Dec 3, 2021 Feb 4, 2022

Business value

Dynamics 365 Commerce now makes it easier for Cloud point of sale (CPOS) and Modern point of sale (MPOS) users to identify pre-existing card payments available to an order when customers are performing a pick-up in store. This capability reduces the chances of taking a new payment when the customer may already have an existing card payment that can be applied against the order. Choosing existing payments when they are available also speeds up the checkout process during pick-up.

During in-store pickup, when the order is retrieved and there are pre-existing card payments available, an indicator will inform the POS user of the available payment methods. Updated action dialogues provide clearer paths to use the existing card payment options to complete payment for the pick-up. Users will have the option to choose one or apply all existing card payment options if multiple pre-existing payments are available.

Feature details

When enabled, this feature will provide the following user interface changes in POS:

  • Improved messaging is shown at the start of the transaction view indicating when existing card payments are available.
  • A more prominent Existing payment options section is available when tendering against the amount due.
  • The option to Apply all or choose individual existing payment options during the checkout is provided.
  • The process flow for applying an existing payment on the pick-up order has been adjusted so that it aligns to the standard checkout and payment flow.

See also

Multiple available payment methods for in-store pickup (docs)

Configure and work with order fulfillment in Dynamics 365 Commerce - Process customer order pickups in POS (learn)