LS Central 13 - Base Training 2019

Retail Setup
Store, POS Terminal, Tender Type, Income/Expense Account, Staff
Retail Setup

• Enable LS Retail in Use to

activate the add-on

• Define Local store

• Select value for Store

Number Series, if stores
are numbered
automatically
Retail Setup

• Local Store No must be set appropriately so that the system can refer to
the correct store while creating certain master data using number series

HO
Retail Entities

• Store
• POS Terminal
• Staff
• Store Tender
• Store Income/Expense Account
• Retail Item
Store - HO
• The store at the heart of the
operation

• Represents the central

database which hosts the
core Business Central
ledgers

• All master data to be

created here before being
distributed
Store - HO

• Number series for

any and all master
data declared
Store – Retail Outlet

• A warehouse location must

be assigned to each store to
manage inventory

• A new location must be

configured in Inventory
Posting Setup
Store – Retail Outlet
• A store may have multiple locations, but only one Sales Location
Store – Retail Outlet

• A Retail Price Group

must be assigned to
every store

• A priority value is used

to choose from
multiple price groups
Store – Retail Outlet

• More often than not

there is no Business
Central customer linked
to a sale

• The store must act as a

substitute for the
customer
Store – Retail Outlet

• Number series for

statement and posted
statement declared

• Statement created
individually for each
store
Store – Retail Outlet

• Receipt header and

footer, to be shared
by all terminals,
may be specified
POS Terminal

• Must be linked with

a store

• A store may have

multiple terminals
POS Terminal – Receipt Printing

• Receipt header and

footer may be
specified separately
for each terminal
POS Terminal – Retail Image

• Retail image will be

displayed for an item
in an active
transaction
POS Terminal – Receipt Barcode

• The receipt may

have a barcode
printed on it
• Useful during a sale
return
POS Terminal - Display

• A POS Pole Display may be attached to a terminal

POS Terminal – Dual Display
• A customer display

• A stand-alone application

• Runs in full-screen mode on a secondary display

Tender Types
• Common retail payment
tenders
 Cash
 Currency
 Debit/Credit Card
 Coupon
 Gift Card
 Loyalty Points
 Customer Account
Tender Types

• The field Function controls

the behavior of the POS
toward a particular tender
Tender Types
• Any payment tender, if accepted by the business, must be linked
with the store and configured
Tender Type - Cash

• The function May

Be Used must be
enabled to
activate the
tender in the
store
Tender Type - Cash

• The drawer needs to

open automatically
Tender Type - Cash

• Typical behaviors must

be allowed

 Overtender
 Undertender
 Return/Minus
 Keyboard Entry
Tender Type - Cash

• Rounding pattern, if
used, must be
defined
Tender Type - Cash

• Cash may be posted

to either a G/L or a
Bank account
• Difference A/C is
required to capture
overs and unders
Tender Type - Cash

• A change tender
needs to be specified
for the system to issue
change
Tender Type - Card

• The function
Card/Account No.
must be enabled
Tender Type - Card

• Surcharge on a card
may be captured in
an income account
Tender Type - Card

• Cards using
different payment
methods may have
different posting
setup
Tender Type - Customer

• The function
Card/Account No.
must be enabled

• Used to post a credit

sale in a customer’s
account
Tender Type - Customer

• Used to

 Allow credit to the customer

 Create a Customer Ledger Entry upon posting a statement

Tender Type - Customer
• If a credit sale is
disallowed then the
function “Other Tender
in Finalizing” on the
Retail Customer Card
must be enabled to let
the customer settle the
payment with a
different tender such as
cash
Tender Type – Tender Remove/Float

• When using a Store with

Safe&Cash Management,
the Tender Remove/Float
(virtual tender) identifies
the cash inside a Safe
Income/Expense Accounts
• Used to record a monetary transaction that does not involve the sale of an
item
• Must be linked with every store and configured
Income/Expense Accounts

• Income account used

to record a
deposit/liability such
as the payment against
a Gift Card
Income/Expense Accounts

• Expense account used

to record a payment
made toward goods or
service purchased
locally
LS Central Store Setup
Store setups can be copied from one store to another using Copy functions
Store Card -> Actions
Exercise – Income/Expense
• Create two Expense Accounts in Store S0001 for
• Snow Shoveling
• Window Cleaning
• Copy the Expense Accounts to Store S0002

Hint: you find the Copy Income Expense Account on action menu Actions
Staff

• May be allowed
 To work in only one store
 To work in several stores
 To work in all stores

• The field Store No. and Store

Link Lines need to be
configured accordingly
Staff

• Three types of login

methods are supported

 Staff ID and Password

 MSR (Magnetic Strip card)
 Barcode (using the Barcode
Mask Setup)
Staff

• Login via a barcoded staff

card or an MSR card needs
to be enabled in the “Default
Functionality Profile”
Staff Permission Group

• Used to control sensitive

activities on the POS

• Must be assigned to each

staff member
Staff Permission Group

• Manager Privileges may be

set to Yes if a staff member is
granted all permissions
Staff Permission Group

• Manager Privileges may be

set to No if a staff member’s
activities are restricted
Exercise – Store Setup

• Create two new stores:

 Every store should have one POS linked to it
 Both stores should have the same settings like S0001
 Use different methods for stores/POS creation (“Create New Store
Wizard” and blank creation + copy the settings)
Thank you!