Configure and use point of sale in Dynamics 365 Commerce
Created By
Microsoft via Microsoft Learn
- 0
- 5-6 hours worth of material
- Microsoft Learn
- English
Course Overview
- Module 1: Dynamics 365 Commerce allows for the centralized configuration and management of multiple Commerce channels.
- Learn how to configure profiles and create registers and devices.
- Learn how to design receipt and screen layouts.
- Learn how to configure a worker’s card and assign operations and permissions.
- Learn how to create a retail store.
- Activate Modern POS (MPOS) and Cloud POS (CPOS).
- Module 2: Transactions can be performed in Dynamics 365 Commerce point of sale (POS) to register sales and returns in several ways.
- Create a cash and carry transaction for a walk-in customer.
- Create a customer order.
- Cancel and return transactions.
- Suspend and recall a transaction.
- Work with serialized items.
- Module 3: Retail statements and near real-time order creation is the process of transforming the retail transactions in Dynamics 365 Commerce into physical and financial transactions.
- Discover the difference between the traditional retail statements posting and the near real-time order creation.
- Learn how to enable and work with near real-time order creation.
- Learn how to create, calculate, and post retail statements.
In this module, you will:
In this module, you will:
In this module, you will:
Course Circullum
- Module 1: Configure a retail store and POS in Dynamics 365 Commerce
- Introduction
- Create registers and devices
- Create functionality and visual profiles
- Design a screen layout
- Design a receipt layout
- Create workers and attach permissions
- Create a retail store
- Activate MPOS
- Activate CPOS
- Exercise - Associate a user identity
- Exercise - Create a new CPOS register and device for a store
- Exercise - Activate a CPOS terminal
- Exercise - Create a position and assign POS permissions to a worker
- Check your knowledge
- Summary
- Module 2: Create transactions in point of sale in Dynamics 365 Commerce
- Introduction
- Create cash and carry transactions in POS
- Product search and customer search in POS
- Create a POS pickup and ship customer order
- Work with serialized items in the POS
- Suspend or recall a POS transaction
- Edit an existing customer order
- Void transactions in POS
- Cancel transactions in POS
- Return orders in POS
- Exercise - Create a basic cash and carry transaction by using different item entry methods
- Exercise - Suspend and recall a transaction
- Exercise - Create a customer order
- Check your knowledge
- Summary
- Module 3: Manage statement posting in Dynamics 365 Commerce
- Introduction
- Statement posting process
- Work with statements
- Work with near real-time order creation
- Check your knowledge
- Summary
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This Course Include:
- Module 1: Configure a retail store and POS in Dynamics 365 Commerce
- Introduction
- Create registers and devices
- Create functionality and visual profiles
- Design a screen layout
- Design a receipt layout
- Create workers and attach permissions
- Create a retail store
- Activate MPOS
- Activate CPOS
- Exercise - Associate a user identity
- Exercise - Create a new CPOS register and device for a store
- Exercise - Activate a CPOS terminal
- Exercise - Create a position and assign POS permissions to a worker
- Check your knowledge
- Summary
- Module 2: Create transactions in point of sale in Dynamics 365 Commerce
- Introduction
- Create cash and carry transactions in POS
- Product search and customer search in POS
- Create a POS pickup and ship customer order
- Work with serialized items in the POS
- Suspend or recall a POS transaction
- Edit an existing customer order
- Void transactions in POS
- Cancel transactions in POS
- Return orders in POS
- Exercise - Create a basic cash and carry transaction by using different item entry methods
- Exercise - Suspend and recall a transaction
- Exercise - Create a customer order
- Check your knowledge
- Summary
- Module 3: Manage statement posting in Dynamics 365 Commerce
- Introduction
- Statement posting process
- Work with statements
- Work with near real-time order creation
- Check your knowledge
- Summary
- Provider:Microsoft Learn
- Certificate:Not Avalible
- Language:English
- Duration:5-6 hours worth of material
- Language CC: