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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.
Article Name Description NP Retail overview Learn more about the NP Retail solution for POS systems. Fictional company profile 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. POS processes Sales cycle
Article Name Description Sales and returns Go through the examples of the main sales processes on the POS. Discounts Get acquainted with an extensive list of discounts used in NP Retail, and the accompanying examples. Vouchers Learn how to issue vouchers from the POS. Payment methods Go through the guides for performing payment with cash, vouchers, foreign currencies etc. Payment operations Get acquainted with some of the variations to the basic POS payment process. Credit sales Create different sales documents, post and print them, and a lot more. End of day
Article Name Description End-of-day setup Close the POS as a part of the end-of-day process. Fictional company configuration
Article Name Description POS store 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 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. POS profile setup 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. POS payment bin setup This section is used for configuring containers in which money, or any legal tender, is stored and received Posting setup The 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 methods You can use this feature to define what payment method is going to be accepted on the POS. Variety setup 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. Printers
Article Name Description Printing setup This tutorial describes the process of setting up printers for printing reports and templates and using this printer for wildcard reports. Users
Article Name Description Users and salespeople setup This topic describes the process of setting up additional information relating to users and salespeople in the system. Locations setup 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. Customers
Article Name Description Customers setup This topic goes through the process of creating new customers from the POS. Items and prices
Article Name Description Items Items 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 items This topic goes through the process of creating new items in NP Retail. Item category setup Item 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 item 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. Multiple prices on a group of items 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. Sales Price List setup Follow the guide for setting up an example item in the Price List Lines administrative section. Multiple unit price discount setup Set up multiple unit price discount for the Bring It to You Retail Store Ltd fictional example company. Mix discount setup Set up mix discount for the Bring It to You Retail Store Ltd fictional example company. Period discount setup Set up period discount for the Bring It to You Retail Store Ltd fictional example company. Customer discount group setup Set up customer discount groups for the Bring It to You Retail Store Ltd fictional example company. Discount priority setup 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. Sales price setup You 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 Name Description POS Entry List - posting 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. POS Entry List - Accounting Entries See how different currencies behave in the accounting entries. Vouchers Item add-ons
Article Name Description Item AddOn overview 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. Create item add-ons 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. Custom configurations for item add-ons Refer to the practical examples of custom configurations for item add-ons. EFT
Article Name Description EFT setup This secttion goes through the processes of setting up Electronic Funds Transfer (EFT) for various terminal types and integrations. Job queue
Article Name Description Job Queue Entries setup 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. Send notifications for failed job queue entries and retry 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.