About setting up Retail POS

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack

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 was paid.

POS tasks are performed by using a POS register. Each POS register is uniquely identified by a register number. You can use a POS register to complete the following store transactions:

• Process product sales.

• Issue product refunds.

• Suspend transactions.

• Process customer loyalty transactions.

• Issue credit memos.

• Issue gift cards.

• Scan bar codes.

• Receive payments.

• Print receipts.

• Track customer orders.

• Process debit cards and credit cards.

• Connect to other systems on the network.

• Check inventory.

This section includes instructions for the following tasks:

• Set up registers

• Setting up screen layouts

• Set up receipt formats

• Set up receipt profiles

• Set up keyboard mapping groups

• Set up hardware profiles

• Set up visual profiles

• Set up a Real-time Service profile

Some changes that are made to the configuration of Retail POS do not take effect at a store until the registers in the store are restarted. In general, any change that affects the setup or configuration of a POS register requires a register restart. These changes include modifications to the POS register's hardware profile.

The following tasks are also related to register setup:

• Set up functionality profiles – Functionality profiles contain the functional setup of all registers in the store. For more information about how to set up a functionality profile, see Set up and assign functionality profiles.

• Set up reason codes – Reason codes display messages to cashiers and can be used to collect reasons for actions that the cashiers perform. For more information about how to set up reason codes, see Set up info codes.

• Set up Retail POS permissions and operations – Retail POS permissions and operations define the tasks that cashiers can perform at the register. For more information about how to set up Retail POS permissions and operations, see Set up permissions and operations.