POS Academy

The POS Academy is a series of training guides and videos that help you become more competent in using NaviPartner’s cloud-based POS solution, such as NP Retail.

Its main purpose is to provide a standardized, comprehensive training program for our users. The guides are based around a fictional company that requires specific POS operations and configurations to help them with their daily work. Though your business needs may differ, the overall approach and principles explored in the provided guides may serve as an example for how you can use NaviPartner’s features. The guides showcase real-life examples and best practices, and their goal is to both demonstrate a way of configuration and inspire viewers to explore new ideas and options.

Getting started

Article NameDescription
NP Retail overviewLearn more about the NP Retail solution for POS systems.
Install Minor Tom and HW ConnectorFollow the provided instructions to download and install two small additional apps that you need to be able to run NP Retail effectively.

POS layout

Article NameDescription
POS Frontend EditorLearn how to use the POS Frontend Editor to configure the layout in a way that best suits your company’s business needs.

POS processes

Article NameDescription
Starting the day in POSOpen the POS for the daily shift, and learn about the existing POS statuses.
Initial float amount setupLearn how to add the initial float amount to POS units.

Sales cycle

Article NameDescription
Sales and returnsGo through the examples of accepting payment and providing refunds on the POS.
DiscountsGet acquainted with the discount types used in NP Retail, and view the accompanying examples of use.
VouchersLearn how to issue vouchers from the POS.
Pay with different payment methodsGo through the guides for performing payment with cash, vouchers, foreign currencies etc.
Payment operationsGet acquainted with some of the variations to the basic POS payment process.
Credit salesCreate different sales documents, then post and print them.

End of day

Article NameDescription
Configure the POS balancing featureThe setup of the POS balancing feature is mainly done as a part of the POS End of Day Profile setup in Business Central.
Generate end-of-day report (POS balance)Once the POS balancing feature setup been completed, you can move on to generating EOD reports from the POS unit itself.

Example company configuration

Article NameDescription
POS storeA POS store corresponds to a physical retail store, which is why the the setup you perform in NP Retail needs to match the specifics of the physical store.
POS unitsPOS units automate the transaction process and tracking of important sales data.
POS profile setupPOS profiles are grouped options and configurations that can be set up to dictate how POS units are used to perform sales-related procedures.
POS payment bin setupSet up containers in which money, or any legal tender, is stored and received
Posting setupThe POS Posting Setup defines how the receipts for cash and other payment methods are posted in the General Ledger or Sub-Ledgers in the system.
Payment methodsYou can use this feature to define what payment method is going to be accepted on the POS.
Variety setupYou are walked through the process of creating a set of varieties for the Trousers item, for which you will set up a combination of Color, Length and Waist.

Printers

Article NameDescription
Printing setupThis section contains descriptions of the processes of setting up printers, print templates, and reports.
Set up retail logo for printingYou can add a desired logo via the Retail Logo module, so you don’t need to manually upload logos for each individual receipt before printing.

Users

Article NameDescription
Users and salespeople setupThis topic describes the process of setting up additional information relating to users and salespeople in the system.
Locations setupIf you’re tracking stock in different stores in NP Retail, you need to assign the location to the POS Store on the POS Store Card. On that location, you can carry out the processes of sale and replenishment.

Customers

Article NameDescription
Customer setupThis topic goes through the process of creating new customers from the POS.

Items and prices

Article NameDescription
ItemsItems are products that are sold to customers in stores, restaurants, and other establishments. You can purchase or manufacture and resell them to customers.
Create new itemsThis topic goes through the process of creating new items in NP Retail.
Item category setupItem categories are used in Business Central to group items that share certain characteristics. They make sorting, searching and report filtering much easier.
Multiple unit prices on an itemRefer to the guide for setting up multiple unit prices on a single items, and the comparisons between the procedure in NP Retail and in core Business Central.
Multiple prices on a group of itemsIf you wish to set different price ranges within a single item group, you need to use the Mix Discount, with the Multiple Discount Levels discount type.
Multiple unit price discount setupSet up multiple unit price discounts for your store.
Mix discount setupSet up mix discounts for your store.
Period discount setupSet up period discounts for your store.
Customer discount group setupSet up customer discount groups for your store.
Discount priority setupDiscount priority can be used when certain discount types need to be prioritized over the others.
Sales price setupYou can create a sales price for a specific group of customers. These configurations can be performed in the Sales Price List page.

POS entry setup

Article NameDescription
POS Entry List - posting setupYou can define the accounts that will be debited when receiving payment with various payment methods, and when you transfer funds from your float amount during the process of balancing into a Bank or a Safe.
POS Entry List - Accounting EntriesSee how different currencies behave in the accounting entries.

Vouchers

Article NameDescription
Retail voucher overviewA Retail Voucher is a document that entitles the owner to purchase goods or services with it. Learn more in this article.
POS actions for Retail VouchersLearn which actions can be used in relation with the retail vouchers, and what their purpose is.
Create vouchers issued and redeemed by the same storeRefer to the processing instructions for creating vouchers issued and redeemed by the same store.
Issuing different types of vouchersTake a look at this reference article which demonstrates different types of vouchers.
External voucher setupThis portion of the POS Academy uses GS1 Gratis as an example for the external retail voucher setup.
Vouchers issued in web storesLearn how to set up gift vouchers that are issued in web stores.
Set up Voucher E-mail templateThis portion of the POS Academy instructs on how to set e-mail body that recipients of the voucher will receive.

Item add-ons

Article NameDescription
Item AddOn overviewThe item add-on menu allows users to attach an item or a set of items while going through the sale process of a main item on the POS. Learn more in this article.
Create item add-onsThis is the main procedure for creating item add-ons that is common for all customized configurations that are described in the further parts of this guide.
Custom configurations for item add-onsRefer to the practical examples of custom configurations for item add-ons.

EFT Providers

Article NameDescription
EFT providersThis secttion goes through the processes of setting up Electronic Funds Transfer (EFT) for various terminal types and integrations.

Job queue

Article NameDescription
Job Queue Entries setupJob Queue Entries are a standard Microsoft feature, upgraded with several NP Retail functionalities that improve the workflow of automated jobs. Refer to this guide for more information.
Send notifications for failed job queue entries and retryPreselected recipients can be notified via SMS or email whenever there is an error in the Job Queue Entry which stops the automated task and requires user input to proceed. To configure this behavior, feel free to use this guide.