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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.