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Business value
The main purpose of the counter sales functionality is to add some basic Point-of-Sale (POS) functionality to the default Microsoft Dynamics 365 for Finance and Operations sales order form, without the need of an external POS.
Mainly these counter sales functionalities are requested from a wholesale environment, where (anonymous) customers can take away products directly from the warehouse, issued by a shop or a counter desk.
A mix of payments can be (partially) done directly or on account.
For the scope of counter sales, the assumption is that the wholesale company exists of both a centralized distribution warehouse (DC) and several decentralized sites/warehouses with a counter sales function where multiple workers use the same computer to register the sales.
Stock replenishments will be done from the DC warehouse to the outlets.
Features
The main functions of counter sales are:
- Identification of the sales taker (worker) via log-in functionality.
- Quick creation of anonymous sales orders
- Quick handling of cash pre-payments, registration of card payments:
- Prevent order processing in case of a cash (pre-payment).
Orders won't be processed (order picking, create purchase order or direct delivery from sales order, delivery of goods), before the order has been fully pre-paid by a cash payment.
- Default mode of delivery controlled by warehouse.
On the Sales order optimizer tab of the warehouse it is possible to setup a default Mode of delivery. When setup it overrides the standard Microsoft Dynamics 365 for Finance and Operations logic and this Mode of delivery is set to the sales order and sales quotation header.
Note
If the mode of delivery has not been setup on the warehouse and the Dynamics Customer Sites solution is installed and the parameter to inherit the address of the customer object, the delivery mode of the delivery address of the customer object will be applied to the order header.
- Pickup mode of delivery
On the mode of delivery the parameter Pickup mode of delivery controls whether the order entry deadline settings are applied or not. If enabled the order entry dead lines are not applied as we assume that every order line that is created with this delivery mode can be delivered at any time. Otherwise the delivery date on the order will be set to 1 day later and then the automatic determination of what can be delivered from the counter directly will not take this order line into account after the order entry dead line.
This indicator can also be used for analysis purposes (BI reports and analysis) to show what deliveries have been shipped and what deliveries have been picked up by customer from the store.
Within the dialog to create a backorder, the delivery mode for the backorder is initialized from the backorder warehouse and can be overridden for the new sales line to be added.
From the sales order line menu Sales order line several copy functions are available. In general, the mode of delivery settings will not be copied! However, if the copy precisely setting is set to Yes, the mode of delivery settings will be copied to the new sales lines.
Prerequisites and assumptions
- Stock availability: negative stock must be possible, in order to process the just scanned product items. Product items are physical available and have to be issued directly. An administrative shortage should be corrected afterwards.
- We assume that automatic settlement of open invoices is disabled in the accounts receivable parameters. Otherwise payments for a specific order might get settled with other (not to this order) related open invoices.
- Cash prepayments are supported, prepayments on account not.
- After a payment has been received on a sales order, the order will be excluded from a summary invoice (the summary settings for invoice on the order header will be set to overridden and are non-editable). The reason for this is that during the creation of a summary invoice, only the payments of the summary order are settled against the summary invoice. The payments of all other orders that end up on the invoice, will not be used for settling this summary invoice and remain open as a prepayment.
We assume that summary invoicing is done via the automatic summary settings and that user does not manually select the summary option when posting invoices. In that case only the payments of the summary sales order are settled against the invoice.
- For retail call centers to be used as a counter sales store, we enforce that for these call centers the slider Enable order completion is set to No, because the counter sales functionality has its own order completion and payment form. The slider Order Complete can only switch to No, if the Standard Microsoft Features: Omni-channel payments, Edit partially full filled orders in Point of Sale and Omni-channel Commerce order payments are switched off.
- Payments registration on orders are only possibly in the accounting currency of the company. In case of a foreign currency for the sales order, the values are recalculated based on the current currency exchange rates.
- One store is linked to one warehouse. It is not possible to setup multiple stores with the same warehouse as we have logic to determine which items can be taken away directly from the warehouse of the counter and which need to be delivered by other warehouses.
This will enable the Dynamics Counter Sales functionalities.
