The POS Academy is a series of training guides and videos that enable users to become more competent users of 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 and they build upon one another, taking the viewer on a journey through all the necessary steps in POS operation and configuration. They 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.
Get acquainted with the fictional company Bring It to You Retail Store Ltd. which will be used throughout POS Academy for demonstrations of POS usage and configuration.
The POS store is an entity of the highest level in the POS setup. It corresponds to a physical store, which is why the POS store setup you perform in NP Retail needs to match the specifics of the physical store.
POS units automate the transaction process and tracking of important sales data. As the next step of the POS Academy course, two POS units in the Denmark branch store need to be created and set up.
This portion of the POS Academy contains instructions for setting up the necessary profiles for the Bring It to You Retail Store Ltd fictional example company.
In this portion of the POS Academy, you will be 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.
If 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.
Items are products that are sold to customers in stores, restaurants, and other establishments. You can purchase or manufacture and resell them to customers.
Item categories are used in Business Central to group items that share certain characteristics. They make sorting, searching and report filtering much easier.
Refer 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.
If 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.
Discount priority can be used when certain discount types need to be prioritized over the others. You can use this feature in the context of the Bring It to You Retail Store Ltd fictional example company setup.
You 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.
The 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.
This 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.
Job 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.
Preselected 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.