MODULE 2: INTRODUCTION TO POINT OF SALE

(POS) OVERVIEW

Module Overview
Microsoft Dynamics AX for Retail POS is the point of sale (POS) program for
Microsoft Dynamics AX. POS tasks are performed by using a POS register. The
graphical user interface (UI) is easy to use and can be set up to meet the
requirements of many industries, such as grocery, fashion and specialty retailers.

Objectives

The main objective of this module is to discuss the Microsoft Dynamics POS
Overview.

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Introduction to POS
Microsoft Dynamics AX for Retail POS

Microsoft Dynamics AX Retail POS is a solution that brings speed, power,

flexibility, dependability, and ease of use to the point-of-sale. Retail POS has a
dynamic interface that can be configured and customized for your type of
business and store procedures. Additionally, Retail POS can work offline. This helps
make sure that your stores remain fully operational during network interruptions.
All data is automatically updated when the connection is restored.

FIGURE 2.1: RETAIL SOLUTION SYSTEM OVERVIEW

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Microsoft Dynamics Retail Components:

Microsoft Dynamics POS interacts with the following retail components to perform
end to end operations:

Commerce Data Exchange: Synch service

Commerce Data Exchange: Real time service
Store and offline database

Microsoft Dynamics AX for Retail Synch Service:

Synch service is the integrated service that periodically sends data between the
head office and store database. Communications that use synch service are
managed through distribution locations and Retail Scheduler in Retail
Headquarters (HQ).

Microsoft Dynamics AX for Retail Real time Service:

Together with synch service and Retail Scheduler, real-time service completes the
communications mechanism of Microsoft Dynamics AX for Retail by providing
real-time, synchronous communication between POS registers and Microsoft
Dynamics AX. It can be used to authenticate cashier logon credentials, send
loyalty requests, and exchange up-to-the-minute physical inventory information
between the head office and the stores, and more.

Store Database:

Each store must have its own database, and a single database is used for multiple
registers. This helps make sure that the same master data is available to all POS
registers in the store.

Offline Database:

You can also create an offline databases on POS computers. An offline database
helps make sure that the stores operations can continue even if the connection to
the shared database server is lost. If the connection to the shared database server
is lost, the POS computers switch to offline databases. The shared database and
the offline databases are kept in sync by using Microsoft Sync framework.

The store and the offline database can be set up by using the create database
utility.

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Microsoft Dynamics POS Operations

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 is paid

Issue product refunds

Suspend transactions
Process customer loyalty transactions
Issue credit memos
Issue gift cards
Scan bar codes
Receive payments
Print receipts
Create and track customer orders
Process debit cards and credit cards
Check inventory, plus many more.

The following operations cannot be performed when the store database is offline:

Print an X report
Print a Z report
Close a shift
Blind-close a shift
View blind-closed shifts
Suspend a shift, plus more

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The following operations cannot be performed when the connectivity to HQ is not

working (CDX: Real time service connection down):

Inventory Lookup
Gift Card Operations
Loyalty Operations
Customer order Operations, plus more

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Module Review
Module Review and Takeaways

About Microsoft Dynamics AX 2012 POS

Real time service
Synch service
POS Operations
Store and Offline database.

Test Your Knowledge

Test your knowledge with the following questions.

1. What is the CDX: Synch service used for?

2. What is the CDX Real-time service used for?

3. What is the difference between the CDX synch service and the CDX Real-time
service?

4. Describe any POS Operations.

5. Can an offline database be shared across multiple terminals?

6. Describe any two operations that cannot be performed when the POS store
database is offline.

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Test Your Knowledge Solutions

MODEL ANSWER:

1. Synch service is the integrated service that periodically sends data

between the head office, stores, and individual Retail POS terminals.
2. Real-time service completes the communications mechanism of
Microsoft Dynamics AX for Retail by providing real-time, synchronous
communication.
3. Synch service is used for synching the data between HQ and POS.
Real time service is used for providing real-time information form the
HQ.
4. Receive payment operation. This operation can be used to receive
payment from the customer in POS through different tender types
that are configured in HQ.
5. No. Only the store database can be shared across multiple terminals.
6. Close shift and print Z-report.

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