Online and offline point of sale (POS) operations

Most actions that users take in the point of sale (POS) are considered operations. Operations are configured and managed in the Dynamics 365 Commerce back office. Many operations can be added to buttons in the POS button grid. Users can then select the buttons to invoke the operations and perform their function. To make an operation available to be added to a button grid in button grid designer, it must first be marked as a user operation on the POS operations view in Commerce headquarters (Retail and Commerce > Channel Setup > POS setup > POS > POS Operations.)

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.

Some operations aren't currently available in the Store Commerce app or Store Commerce for web. Some of these operations are locale-specific operations that require additional extensions and configuration. Others are features from Microsoft Dynamics AX 2012 that aren't currently supported.

The following table provides details about the operations that are available in the Store Commerce app and Store Commerce for web. The table also specifies where in the application the operations can be invoked, and whether they're available when the POS is in offline mode.

These columns specify where the operations can be invoked:

• User operation – An operation can be assigned to buttons in POS button grids that are part of a POS screen layout.
• Transaction screen – An operation can be invoked from POS button grids that are configured on the POS transaction screen.
• Welcome screen – An operation can be invoked from POS button grids that are configured on the POS welcome screen.

Note

• The operations listed in the following table apply to the latest version of Commerce. Some operations may have changed, or may not be available in previous versions.
• For additional details regarding offline features and configuration, see Commerce offline implementation and troubleshooting.

ID	Operation	Description	User operations	Transaction screen	Welcome screen	Available offline?	Locale-specific
100	Product sale	Adds a specified product to the transaction.	Yes	Yes	Yes	Yes	No
101	Price check	Looks up the price for a specified product.	Yes	Yes	Yes	Yes	No
102	Void product	Voids the currently selected line item from the transaction.	Yes	Yes	No	Yes	No
103	Product comment	Adds a comment to the selected line item in the transaction.	Yes	Yes	No	Yes	No
104	Price override	Overrides the price of a product, if the product is set up to allow for price overrides.	Yes	Yes	No	Yes	No
105	Set quantity	Changes the quantity of a line item in the transaction.	Yes	Yes	No	Yes	No
106	Clear quantity	Resets the quantity on the currently selected line to 1.	Yes	Yes	No	Yes	No
108	Product search	Searches for a product by navigating to the product search page in the POS.	Yes	Yes	Yes	Yes	No
109	Return product	Performs a return of individual products. The next scanned product is shown as a returned product that has a negative quantity and price.	Yes	Yes	No	Yes	No
114	Return transaction	Recalls a previous transaction by its receipt number to return some or all of the products.	Yes	Yes	Yes	Yes§	No
115	Show journal	Shows the store's journal. You can view transactions, reprint receipts and gift receipts, and recall for return.	Yes	Yes	Yes	Yes**	No
117	Add loyalty card	Prompts the user to enter a loyalty card number to add to the current transaction.	Yes	Yes	No	Yes	No
121	Clear salesperson	Clears the sales person from the transaction.	Yes	Yes	No	Not applicable	No
122	Invoice comment	Enters a comment about the current transaction.	Yes	Yes	No	Yes	No
123	Change unit of measure	Changes the unit of measure for the selected line item.	Yes	Yes	No	Yes	No
127	Override transaction tax	This internal operation is consumed by operation 128, and shouldn't be used by customers.	No	No	No	No	No
128	Override transaction tax from list	Overrides the tax on the transaction, and use the tax that the user selects in a list.	Yes	Yes	No	Yes	No
129	Override line product tax	Overrides the tax on the selected line item, and use a different specified tax.	Yes	Yes	No	Yes	No
130	Override line product tax from list	Overrides the tax on the selected line item, and use the tax that the user selects in a list.	Yes	Yes	No	Yes	No
131	Packing slip	Creates a packing slip for the selected order.	No	No	No	No	No
132	Deposit override	Overrides the default deposit for customer orders.	Yes	Yes	No	Yes*	No
133	Buy warranty	Selects the warranty for a product.	Yes	Yes	No	Yes	No
134	Add affiliation	Adds a preselected affiliation to a transaction. Select the affiliation on the Button properties page.	Yes	Yes	No	Yes	No
135	Add affiliation from list	Adds an affiliation to a transaction by selecting it in a list.	Yes	Yes	Yes	Yes	No
136	Add serial number	Specifies a serial number for the currently selected product.	Yes	Yes	No	Yes	No
137	Add affiliation to customer	Adds an affiliation to a customer on the Customer details page.	No	No	No	Yes	No
138	Remove affiliation from customer	Removes an affiliation on the Customer details page.	No	No	No	Yes	No
139	Conclude transaction	Prompts user to select payment method	Yes	Yes	No	Yes	No
141	Add header charges	Adds a miscellaneous charge to the order header.	Yes	Yes	No	No	No
140	Add line charges	Adds a charge to selected line in the cart	Yes	Yes	No	Yes	No
142	Manage charges	Views and manage miscellaneous charges applied to transaction.	Yes	Yes	No	No	No
143	Recalculate charges	Recalculates the autocharges applied to the order.	Yes	Yes	No	No	No
144	Add warranty to an existing transaction	Opens a form where you can add warranty for product in an existing transaction.	Yes	Yes	No	Yes	No
200	Pay cash	Accepts cash as payment.	Yes	Yes	No	Yes	No
201	Pay card	Accepts a card such as a credit card or a debit card as payment.	Yes	Yes	No	Yes	No
202	Pay customer account	Charges the transaction to the customer's account. This payment method isn't valid for customer order deposits.	Yes	Yes	No	No	No
203	Pay currency	Accepts payment in various currencies.	Yes	Yes	No	Yes	No
204	Pay check	Accepts a check as payment.	Yes	Yes	No	Yes	No
206	Pay cash quick	Completes the transaction in one touch, and accept the amount that is due in cash (exact change).	Yes	Yes	No	Yes	No
207	Pay loyalty	Accepts a loyalty card for payment, and redeem points toward qualified products.	Yes	Yes	No	No	No
211	Void payment	Void the currently selected payment line from the transaction.	Yes	Yes	No	Yes	No
213	Pay credit memo	Accepts a credit memo (voucher) that the store issued.	Yes	Yes	No	No	No
214	Pay gift card	Accepts a gift card that the store issued.	Yes	Yes	No	No	No
215	Cash out gift card	Credits transaction with full amount of gift card remaining balance if within the configured cash out limit.	Yes	Yes	No	No	No
300	Line discount amount	Enters a discount amount for a line item in the transaction. This operation is only used for discountable items and only within specified discount limits.	Yes	Yes	No	Yes	No
301	Line discount percent	Enters a discount percentage for a line item in the transaction. This operation is only used for discountable items and only within specified discount limits.	Yes	Yes	No	Yes	No
302	Total discount amount	Enters a discount amount for the transaction. This operation only applies to discountable items and only within specified discount limits.	Yes	Yes	No	Yes	No
303	Total discount percent	Enters a discount percentage for the transaction. This operation only applies to discountable items and only within specified discount limits.	Yes	Yes	No	Yes	No
305	Redeem loyalty points	Redeems the loyalty points.	Yes	Yes	No	No	No
310	Calculate total	When discount calculation is delayed, this operation initiates the calculation for the current transaction.	Yes	Yes	No	Yes	No
311	Remove system discounts from transactions	Removes all the system applied discounts, including coupon based discounts, from the transaction. This operation doesn't remove manual discounts.	Yes	Yes	Yes	Yes	No
312	Reapply system discounts	Reapplies system discounts on the transaction if they were removed using the Remove system discounts from transaction operation.	Yes	Yes	Yes	Yes	No
401	Sub menu	This operation takes the user to another linked button grid.	Yes	Yes	Yes	Yes	No
500	Void transaction	Voids the current transaction.	Yes	Yes	No	Yes	No
501	Transaction comment	Adds a comment to the current transaction.	Yes	Yes	No	Yes	No
502	Salesperson	Sets the Sales taker value on a sales order for customer orders in the POS.	Yes	Yes	No	Yes*	No
503	Suspend transaction	Suspends the current sales transaction, so that it can be recalled later in the store.	Yes	Yes	No	Yes‡	No
504	Recall transaction	Recalls a previously suspended transaction from the current store.	Yes	Yes	No	Yes‡	No
511	Issue credit memo	Issues a credit memo to provide a voucher instead of a refund.	Yes	Yes	No	No	No
512	Issue gift card	Issues a new gift card for the specified amount.	Yes	Yes	No	No	No
513	Display total	Shows the balance of the transaction on the customer display.	Yes	Yes	Yes	Yes	No
514	Credit memo balance	Shows the credit memo balance.	Yes	Yes	No	No	No
515	Recall order	Searches for and recall customer orders and sales quotations.	Yes	Yes	Yes	No	No
516	Sales invoice	This operation lets the customer make payments toward the selected sales invoice.	Yes	Yes	No	No	No
517	Income accounts	Records money that is put into the cash drawer for a reason other than a sale.	Yes	Yes	Yes	Yes	No
518	Expense accounts	Records money that is removed from the cash drawer for occasional expenses.	Yes	Yes	Yes	Yes	No
519	Add to gift card	Adds money to the specified gift card.	Yes	Yes	No	No	No
520	Gift card balance	Shows the balance of a gift card.	Yes	Yes	No	No	No
521	Loyalty card points balance	Shows the balance of points for the specified loyalty card.	Yes	Yes	No	No	No
522	Force complete transaction	Completes the order asynchronously if the customer order creation fails and the order can't be voided.	Yes	Yes	No	No	No
600	Customer	Adds the specified customer to the transaction.	No	No	No	Yes	No
602	Customer search	Searches for a customer record by navigating to the customer search page in the POS.	Yes	Yes	Yes	Yes	No
603	Customer clear	Removes the customer from the current transaction.	Yes	Yes	No	Yes	No
612	Customer add	Creates a new customer record.	Yes	Yes	Yes	Yes†	No
614	Edit customer order	Recalls the selected order so that it can be modified in the POS.	No	No	No	No	No
615	Edit quotation	Recalls the selected quotation so that it can be modified in the POS.	No	No	No	No	No
620	Create customer order	Converts the POS transaction to a customer order.	Yes	Yes	No	Yes*	No
621	Create quotation	Converts the POS transaction to a sales quotation.	Yes	Yes	No	Yes*	No
622	Search	Preconfigures POS buttons to perform searches by item, customer, or category.	Yes	Yes	Yes	Yes	No
623	Edit customer	Edits the current customer's details.	Yes	Yes	No	No	No
625	Issue loyalty card	Issue a loyalty card to a customer, so that the customer can participate in the store's loyalty program.	Yes	Yes	Yes	No	No
627	Recalculate	Recalculates all customer order lines and taxes, based on the current configuration.	Yes	Yes	No	Yes*	No
629	Ship selected products	Sets the fulfillment mode to Shipping for the selected lines.	Yes	Yes	No	Yes*	No
630	Ship all products	Sets the fulfillment mode to Shipping for all line items.	Yes	Yes	No	Yes*	No
631	Pickup selected products	Sets the fulfillment method to Store pickup for selected lines.	Yes	Yes	No	Yes*	No
632	Pickup all products	Sets the fulfillment method to Store pickup for all lines.	Yes	Yes	No	Yes*	No
633	Quote expiration date	Allows viewing or modifying the expiration date on a sales quotation.	Yes	Yes	No	Yes*	No
634	Payments history	Shows the customer's payment history for the current customer order.	Yes	Yes	No	No	No
635	Refund shipping charges	Refunds shipping charges on a canceled order.	No	No	No	No	No
636	Create retail transaction	Creates a standard sales transaction when the default POS behavior is to create customer orders.	Yes	Yes	No	Yes	No
637	Set default sales representative on transaction	Selects one of the eligible commission sales groups (sales representatives) as the default sales rep for lines that are added later.	Yes	Yes	No	Yes	No
638	Set sales representative on line	Selects one of the eligible commission sales groups (sale representatives) for the currently selected line.	Yes	Yes	No	Yes	No
639	Clear default sales representative on transaction	Removes the commission sales group (sales representatives) from the transaction.	Yes	Yes	No	Yes	No
640	Clear sales representative on line	Removes the commission sales group (sale representatives) from the currently selected line.	Yes	Yes	No	Yes	No
641	Carry Out Selected Products	Sets the mode of delivery for the selected lines to Carryout.	Yes	Yes	No	Yes*	No
642	Carry Out All Products	Sets the mode of delivery for all lines to Carryout.	Yes	Yes	No	Yes*	No
643	Add coupon code	Adds a coupon by entering its code in the POS.	Yes	Yes	No	Yes***	No
644	Remove coupon code	Prompts the user to remove coupons by selecting them from a list of coupons that are currently associated with the transaction.	Yes	Yes	No	Yes	No
645	View all discounts	Shows all the discounts that are currently running in a store.	Yes	Yes	Yes	Yes	No
646	View available discounts	Shows all the promotions that are applicable to a selected line, or to the whole cart.	Yes	Yes	Yes	Yes	Yes
647	Change delivery mode	Changes mode of delivery for preconfigured shipping sales lines.	Yes	Yes	No	No	No
648	Cancel order	Cancels the customer order.	No	No	No	No	No
649	Create picking list	Creates a picking list for the selected order lines.	No	No	No	No	No
650	Print packing slip	Prints the packing slip for the selected lines.	No	No	No	No	No
651	Edit fulfillment line	Edits the fulfillment line.	No	No	No	No	No
652	Accept fulfillment line	Accepts the fulfillment line.	No	No	No	No	No
653	Reject fulfillment line	Rejects the fulfillment lines.	No	No	No	No	No
654	Pick fulfillment line	Selects the lines for pickup.	No	No	No	No	No
655	Pack fulfillment line	Selects the lines for packing.	No	No	No	No	No
656	Ship fulfillment line	Selects the lines for shipping.	No	No	No	No	No
657	Pickup fulfillment line	Selects the lines for pickup.	No	No	No	No	No
658	Change pickup lines	Allows store associates to change pickup items based on the user’s choice.	Yes	Yes	No	Yes	No
700	Log on	Signs in to POS.	No	No	No	Yes	No
701	Log off	Signs the current user out of the register.	Yes	Yes	Yes	Yes	No
703	Lock register	Locks the current register so that it can't be used, but doesn't sign the current user out.	Yes	Yes	Yes	Yes	No
707	Activate device	Activates the current device by allowing an authenticated user to provide connection information and assign a device and register ID.	Yes	No	No	No	No
708	Inactivate device	Inactivates the current device, so that it can't be used as a POS register.	Yes	No	No	No	No
709	Select hardware station	Selects a hardware station from a list of available hardware stations.	Yes	Yes	Yes	Yes	No
710	Pair hardware station	Pairs with the hardware station.	Yes	Yes	Yes	Yes	Yes
711	Mass activate device	Mass activates devices.	Yes	Not applicable	Not applicable	Not applicable	Not applicable
712	View customers in client book	Shows a list of customers across client books associated with the store.	Yes	No	Yes	No	No
713	View customers from store client books	Shows a list of customers across client books associated with the store.	Yes	No	Yes	No	No
714	Add customer to client book	Adds customer to the client book (associated with signed-in user in POS).	Yes	No	No	No	No
715	Remove customers from client book	Removes customer from the client book (associated with signed-in user in POS).	Yes	No	No	No	No
716	Reassign customers to a client book	Reassigns a customer from one store associate’s client book to another one.	Yes	No	No	No	No
717	Health check	Checks the status of POS peripherals	Yes	No	Yes	Yes	No
800	Negative adjustment	Adjusts the inventory.	No	No	No	No	No
801	Inventory lookup	Looks up available, on order, and available-to-promise (ATP) quantities for the current store and other available locations.	Yes	Yes	Yes	No	No
802	Stock count	Creates or modifies stock counting journals for physical inventory or cycle counts.	Yes	Yes	Yes	No	No
803	Picking and receiving	Opens the Picking and receiving page, where you can select orders to pick or receive in the store.	Yes	Yes	Yes	No	No
804	Inbound operation	Accesses the features of inbound store inventory management.	Yes	No	Yes	No	No
805	Outbound operation	Accesses features for managing shipments of outbound transfer orders.	Yes	No	Yes	No	No
806	Inventory adjustment	Adjusts inventory in or out of store warehouse using adjustment or movement journal.	Yes	Yes	Yes	No	No
807	Inventory movement	Moves items from one inventory location to another within a store warehouse.	Yes	Yes	Yes	No	No
808	Post stock counting	Posts the stock counting journal.	Yes	No	Yes	No	No
915	Blank operation	Represents a customizable button that a software developer can programmatically change for any specialized operation that the business requires.	Not applicable	Not applicable	Not applicable	Not applicable	Not applicable
917	Database connection status	Views the current connection settings, and switches between online and offline modes.	Yes	Yes	Yes	Yes	No
918	Manage shifts	Shows a list of active, suspended, and blind closed shifts.	Yes	Yes	Yes	No	No
919	Extended log on	Assigns or remove permission to sign in by scanning a bar code or swiping a card.	Yes	Yes	Yes	Yes	No
920	Time clock	Punches in and punches out of work shifts and breaks.	Yes	Yes	Yes	No	No
921	View time clock entries	Shows the time clock entries for all workers at the store.	Yes	Yes	Yes	No	No
922	View product details	Opens the product details page for the currently selected line item.	Yes	Yes	No	Yes	No
928	Order fulfillment	Allows users to pick, pack, ship, or recall orders for store picked up.	Yes	Yes	Yes	No	No
1000	Open drawer	Performs a "no sale" operation, and open the currently selected cash drawer.	Yes	Yes	Yes	Yes	No
1003	View reports	Shows the reports configured for the current user.	Yes	Yes	Yes	No	No
1004	Task recorder	Opens Task recorder to record procedural steps in the POS.	No	No	No	Yes	No
1052	Tender declaration	Specifies the amount of money in the drawer for each counted payment method.	Yes	Yes	Yes	Yes	No
1053	Blind close shift	Sets the current shift to blind closed, and signs the user out. A blind-closed shift is closed to additional transactions but is still open to drawer operations, such as tender removal and tender declaration.	Yes	Yes	Yes	No	No
1054	Suspend shift	Suspends the current shift, so that a new or different shift can be activated on the current register.	Yes	Yes	Yes	No	No
1055	Close shift	Closes the current shift, print a Z report, and signs the user out of the system.	Yes	Yes	Yes	No	No
1056	Print X	Prints and X report for the current shift.	Yes	Yes	Yes	No	No
1057	Reprint Z	Reprints the Z report for the previous shift.	Yes	Yes	Yes	No	No
1058	Print fiscal X	Prints the fiscal X report.	Yes	Not applicable	Yes	Not applicable	Yes
1059	Print fiscal Z	Prints the fiscal Z report.	Yes	Not applicable	Yes	Not applicable	Yes
1100	Customer account deposit	Makes a payment to a customer's account.	Yes	Yes	Yes	Yes	Yes
1200	Declare start amount	Declares the amount that is in the cash drawer when the day or shift starts.	Yes	Yes	Yes	Yes	No
1201	Float entry	Adds additional money to the current drawer or shift.	Yes	Yes	Yes	Yes	No
1210	Tender removal	Removes money from the current drawer or shift.	Yes	Yes	Yes	Yes	No
1211	Safe drop	Performs a safe drop to move money from the register to a safe.	Yes	Yes	Yes	Yes	No
1212	Bank drop	Record the amount of money that is sent to the bank and other information, such as the number of the bank bag.	Yes	Yes	Yes	Yes	No
1215	Change password	Allows the POS user change their password.	Yes	Yes	Yes	No	No
1216	Reset password	Allows a user who has password reset permission reset another employee's password by using a temporary password.	Yes	Yes	Yes	No	No
1217	Disassemble kits	Disassembles a kit into its component products.	Yes	Yes	Yes	Yes	No
1218	Force unlock peripheral	The system uses this operation internally to unlock POS peripherals.	Not applicable	Not applicable	Not applicable	Not applicable	No
1219	Open URL in POS	Opens an administrator-configured URL in POS.	Yes	Yes	Yes	Yes	No
1220	Manage Safe	Manages the Safe for different registers.	Yes	Yes	Yes	Yes	No
1221	Void Suspended Transactions	Voids suspended transactions.	Yes	No	No	Yes	No
1300	Skip fiscal registration	Skips fiscal registration.	No	No	No	Yes	No
1301	Mark fiscal event registered	Marks fiscal event as registered.	No	No	No	Yes	No
1302	Complete fiscal registration process	Completes the fiscal registration process.	No	No	Yes	Yes	Yes
1303	Skip health check error	Skips health check error.	Yes	Yes	Yes	Yes	No
1304	Postpone fiscal registration	Postpones fiscal registration.	No	No	No	Yes	No
1400	Manage checklists and tasks	Manages the employee checklist and tasks.	No	No	Yes	No	No
3500	Add customer information	Adds customer information.	Yes	Yes	No	Yes	No
3501	Cancel transaction	Cancels transaction.	Yes	Yes	No	Yes	No
6000	Allow skip fiscal registration	Allows skipping of fiscal registration.	Yes	Yes	Yes	Yes	Yes

* The operation is only available in offline mode when a customer order or sales quotation is being created, and only if offline creation of customer orders and sales quotations is configured in the POS functionality profile. The operation can't be performed when orders are created by using Real-time Service, or when orders are recalled or edited.

† The operation can be performed in offline mode only when the POS is configured to allow for offline creation of customers in the POS functionality profile.

‡ When the POS is offline, suspended transactions can be recalled only from the current register's offline database. Users can't suspend and recall transactions across registers.

§ When the POS is offline, only transactions in the current offline database can be recalled for return.

** When the POS is offline, only transactions in the current offline channel database are shown in the journal.

*** When the POS is offline, coupon codes with usage limits can't be added to a transaction.