Self-service overview

Self-service turns a POS unit into an unattended checkout: customers scan their own items, pay through a connected terminal, and the sale posts to Business Central without a salesperson operating the register. It’s typically deployed on a dedicated device (for example, a Zebra kiosk) running Self-Service Minor Tom in kiosk mode, and it relies on a digital, rather than printed, receipt flow.

A self-service deployment touches several areas that need to be configured together:

• The POS unit and its profiles - POS Type, View Profile, End of Day Profile, Named Actions Profile, and Security Profile all need self-service-specific values.
• Digital receipts - since the unit is unattended, receipts are typically issued as a QR code or by email instead of print.
• The device and its software - the physical unit, Self-Service Minor Tom, the HW Connector, and Major Tom’s kiosk mode.
• The self-checkout URL - what the device opens on start-up, and how it authenticates without a salesperson signing in.

Where to start

• New deployment: follow Deploy a self-service POS unit, which walks through all four areas above as one commissioning checklist.
• POS configuration only: see Set up POS Self-Service Profile.
• Device installation only: see Install Self-service Minor Tom.
• Something isn’t working: see Self-Service Profile troubleshooting.

See also

• Deploy a self-service POS unit
• Set up POS Self-Service Profile
• POS Self-Service Actions
• Install Self-service Minor Tom
• Set up digital receipts
• Self-service kiosk and operator flow (NP Hospitality) - a different, food-ordering kiosk web app in the Hospitality module