POS Academy | NaviPartner | NP Documentation

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

The main purpose of the academy 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 assist with the users’ 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 Name	Description
NP Retail overview	Learn more about the NP Retail solution for POS systems.
Install Minor Tom and HW Connector	Follow 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 Name	Description
POS Frontend Editor	Learn 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 Name	Description
Starting the day in POS	Open the POS for the daily shift, and learn about the existing POS statuses.
Initial float amount setup	Learn how to add the initial float amount to POS units.

Sales cycle

Article Name	Description
Sales and returns	Go through the examples of accepting payment and providing refunds on the POS.
Discounts	Get acquainted with the discount types used in NP Retail, and view the accompanying examples of use.
Vouchers	Learn how to issue vouchers from the POS.
Pay with different 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, then post and print them.

End of day

Article Name	Description
Configure the POS balancing feature	The 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 Name	Description
POS store	A 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 units	POS units automate the transaction process and tracking of important sales data.
POS profile setup	POS 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 setup	Set up 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	You 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 Name	Description
Printing setup	This section contains descriptions of the processes of setting up printers, print templates, and reports.
Set up retail logo for printing	You 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 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
Customer 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.
Multiple unit price discount setup	Set up multiple unit price discounts for your store.
Mix discount setup	Set up mix discounts for your store.
Period discount setup	Set up period discounts for your store.
Customer discount group setup	Set up customer discount groups for your store.
Discount priority setup	Discount priority can be used when certain discount types need to be prioritized over the others.
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

Article Name	Description
Retail voucher overview	A 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 Vouchers	Learn which actions can be used in relation with the retail vouchers, and what their purpose is.
Issuing different types of vouchers	Take a look at this reference article which demonstrates different types of vouchers.
External voucher setup	This portion of the POS Academy uses GS1 Gratis as an example for the external retail voucher setup.
Vouchers issued in web stores	Learn how to set up gift vouchers that are issued in web stores.
Set up Voucher E-mail template	This portion of the POS Academy instructs on how to set e-mail body that recipients of the voucher will receive.

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 Providers

Article Name	Description
EFT providers	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.
Set up Job Queue Refresher	The job queue refresher ensures that all critical background jobs continue running without user intervention, even outside working hours or on weekends.
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.