POS info setup

This article contains an overview and instructions for various configurations of POS info elements both in Business Central and on the POS units. Some of the input suggestions serve only as an example, and can be replaced with something else, depending on the specific use case.

Set up POS info for text per transaction

To create a POS info box in which salespeople can insert text on the POS, follow the provided steps:

  1. In Business Central, click the Lightbulb button, enter POS Info List, and choose the related link.
    A list of all existing POS info entries is displayed.
  2. Click New.
    The POS Info Card is displayed.
  3. Populate the necessary fields in the General section:
    • Provide INVTEXT in Code.
    • Provide Text to Invoice in Description.
    • Enable Once per Transaction.
    • Select Request Data in Type.
    • Enable Input Mandatory.
    • Select Text in Input Type.

Insert text to invoice on the POS

Prerequisite

  • Make sure the Set up POS info for text per transaction procedure has been completed.

Procedure

  1. Open the POS.
  2. Scan the items, and press the previously created Text to Invoice POS info button.
    A pop-up window is displayed, prompting you to input the POS info.
  3. Provide the text you wish to be included in the invoice.
  4. Complete the sale by finalizing the payment.
  5. To view the message provided on the POS in Business Central, open it, then navigate to the POS Entry List administrative section.
  6. Hover over the transaction line, and click the POS Info POS Entry action in the ribbon.
    A page containing the details of the POS info entry are displayed, along with the text-to invoice description you’ve provided.

Set up POS info for text in POS sale lines

To create a POS info box in which salespeople can scan or type text (e.g. serial number), follow the provided steps:

  1. In Business Central, click the Lightbulb button, enter POS Info List, and choose the related link.
  2. Click New.
    The POS Info Card is displayed.
  3. Populate all necessary fields in the General section:
    • Provide SERIALNO in Code.
    • Provide Scan Serial No. in Description.
    • Enable Available in Front-End.
    • Select Request Data in Type.
    • Select Text in Input Type.

Add text to the POS transaction

Prerequisite

  • Make sure the Set up POS info for text in POS sale lines procedure has been completed.

Procedure

  1. Open the POS.
  2. Scan the items, and press the previously created Scan Serial No. POS info button.
    A pop-up window in which you can scan/insert the serial number is displayed.
  3. Provide the serial number manually or via scanner.
    The POS info is assigned to each line.
  4. Complete the sale by finalizing the payment.
  5. To view the message provided on the POS in Business Central, open it, then navigate to the POS Entry List administrative section.
  6. Hover over the transaction line, and click the POS Info POS Entry action in the ribbon.
    A page containing the details of the POS info entry are displayed, along with the serial number.

Display a message when using a customer on the POS

To create a POS info box in which salespeople can receive messages on the POS, follow the provided steps:

  1. In Business Central, click the Lightbulb button, enter POS Info List, and choose the related link.
  2. Click New.
    The POS Info Card is displayed.
  3. Populate all the necessary information in the General section:
    • Provide MESS in Code.
    • Provide Message on Using Customer in Description.
    • Provide Bad Payer - Ask for Settlement of O/S Invoices in the Message.
      In general, the message content should indicate to the salesperson what kind of steps need to be taken next in regards to the selected customer.
    • Select Show Message in Type.

Use data from a Business Central table as POS info for the transaction

To create a POS info box in which a salesperson can choose between various options, follow the provided steps:

  1. In Business Central, click the Lightbulb button, enter POS Info List, and choose the related link.
  2. Click New.
    The POS Info Card window is displayed.
  3. Populate all the necessary fields in the General section.
    • Provide PC CODE in Code.
    • Provide Post Code List in Description.
    • Enable Once per Transaction.
    • Select Request Data in Type.
    • Enable Input Mandatory.
    • Select Table in Input Type.
    • Select 225 in Table No..

Insert text to the transaction on the POS

Prerequisite

  • Make sure the Use data from a Business Central table as POS info for the transaction procedure has been completed.

Procedure

  1. Open the POS.
  2. Press the previously created POS info button.
  3. Choose the POS info value from the POS Info Lookup.
  4. Complete the sale by finalizing the payment.
  5. To view the message provided on the POS in Business Central, navigate to the POS Entry List administrative section.
  6. Hover over the transaction line, and click the POS Info POS Entry action in the ribbon.
    A page containing the POS info details is displayed.

Use data from the POS info sub-table for the transaction

If you wish to establish this kind of setup, you need to use all possible options in POS info to illustrate different possibilities that exist in the system. To create a POS info box in which a salesperson can choose between various options, follow the provided steps:

To create a POS info box in which a salesperson can choose between various options, follow the provided steps:

  1. In Business Central, click the Lightbulb button, enter POS Info List, and choose the related link.
  2. Click New.
    The POS Info Card window is displayed.
  3. Populate all the necessary fields in the General section.
    • Provide VALUESET in Code.
    • Provide A list of sales agents in Description.
    • Enable Set POS Sale Line Color to Red.
    • Enable Available in Front-End.
    • Enable Input Mandatory.
    • Select SubCode in Input Type.
  4. Provide the POS Info SubCodes along with accompanying descriptions.

Next steps

As soon as you’ve completed one of the possible POS info setup procedures, you can move on to the related configurations.

Set up POS info on the Customer Card

Once the POS info is configured, you can navigate to the Customer Card to set it up.

  1. In Business Central, click the Lightbulb button, enter Customers, and choose the related link.
    The list of available customers is displayed.
  2. Select the customer that you wish to assign the POS info message to.
  3. When the Customer Card is opened, look for the Action Tab: Related.
  4. From the Action Tab: Related select Customer.
  5. Choose POS Info from the list of actions.
    On selecting the POS Info Action, you will be presented with a configuration page.
  6. Open the POS Info Code dropdown select the POS Info you need.
  7. Define the condition for when the POS info should be used.
    In this case, it’s recommended to set it to Always. You can set a message depending on whether the balance is negative or positive.

Use the Customer Card message on the POS

Prerequisites

  • Make sure the Set up POS info on the Customer Card procedure has been completed.

Procedure

  1. Open the POS.
  2. Scan the items. On selecting the customer, a message is displayed for the salesperson to act upon.
  3. Perform the necessary actions, and press OK.
    The message disappears as the result.
  4. Navigate to the POS Entry List administrative section in Business Central.
    The message is logged on the POS info POS entry on that ticket.

Perform additional setup for POS display

Display POS info on the POS Menu Button.

  1. In Business Central, click the Lightbulb button, enter POS Menus, and choose the related link.
    The list of all existing POS menus is displayed.
  2. Decide where you want to place the POS menu button and configure it.
    • Provide the following syntax in Caption: POS Menu Button Name<b>{{POS_INFO.POS Info Code}}</b>. For example: Sale Agents <b>{{POS_INFO.VALUESET}}</b>.
    • Choose Action in the Action Type.
    • Provide POSINFO in the Action Code and make sure that the action has the following parameters set:
      • Application Scope with the Option data type, and the Current Line value.
      • Clear POS Info with the Boolean data type, and the false value.
      • POS Info Code with the Text data type, and the VALUESET value.
    • Provide BUILTIN_SALELINE in Data Source Name.

Display the POS info in the Caption Box

  1. In Business Central, click the Lightbulb button, enter POS View List, and choose the related link.
    The list of all existing POS views is displayed.

  2. Decide which view you wish to modify to display the POS info.

  3. Add the following text in the Caption Box section of the selected POS view:

          {
         "type": "captionbox",
         "base": "6%",
         "fontSize": "medium",
         "class": "Strong",
         "binding": {
           "dataSource": "BUILTIN_SALELINE",
           "captionSet": {
                         "rows": [
                                    {
                                     "caption": "Sale Agent",
                                     "field": "POS_INFO.VALUESET"
                                    }
                                   ]
                           }
                     }
       },

  4. If the POS info has already been defined, you need to add it below or above the section, as indicated in the following screenshot.

    captionbox_code

  5. (Optional) You can also display the POS info in the status bar. If you wish to do this, change the POS View and add the following text to the status bar definition section:

      {
   type: "group",
   width: "5%",
   sections: [
             { caption: "Sale Agent" },
             { field: "POS_INFO.VALUESET", "class": "strong" }
             ]
  },

Select the value data on the POS transaction

Prerequisites

  • Make sure that the Display the POS info in the Caption Box procedure has been completed.

Procedure

  1. Open the POS.

  2. Scan the items, and press the previously created POS info button on the line.
    A pop-up window containing information from the Subcodes section defined in the Business Central’s POS Info Card is displayed.

  3. Repeat the selection for each line where needed, and complete the sale with the related payment.

  4. Open Business Central, and navigate to the POS Entry List.

  5. Hover over the transaction line, and select POS Info POS Entry from the Related tab in the ribbon.
    A page containing the details of the POS info is displayed.

See also

← Set up price worksheet
Set up item add-ons →