39

Search for customer in POS

When a cashier searches for a customer in POS, searching on customer name only gives to many hits. Therefore, often the street or the place of residence is asked as well as an extra criteria. At the moment, the two search criteria are used for an OR search, giving back all the customers with last...

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1 Comments

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Category: Customers management (27)

STATUS DETAILS
New
16

The use of coupons as a loyalty redeem functionality

A common practise is that customers earns a value check or coupon from being a loyalty member, they earn a certain amount of points and they get converted to a coupon. At the time of sale the cashier can see the open coupons when adding the customer and when the coupon expire. A functionality to...

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2 Comments

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Category: Customers management (27)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the product suggestion! We will continue to monitor this idea and the votes to determine if it will be given a position in our backlog.  -Holly Haines, Principal Program Manager

15

New customer creation should have default customer price groups

Currently, when you create a new customer in the POS price groups are not defaulted from the default retail customer in the POS until the customers job is ran.  I recommend that price groups should be defaulted upon customer creation from the default retail customer.  Below is an exa...

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1 Comments

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Category: Customers management (27)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback.

We are not considering the suggestion at this time due to the following reason:

For retail pricing, we recommend using Affiliations instead of the customer price groups because the same affiliation can be used to set up special pricing and discounts, unlike customer price group, which require different groups for setting prices and discounts. Thus, you can associate an affiliation e.g. "Story XYZ customer" to the default customer which will be copied immediately to the newly created customers in POS and hence they will get the special pricing and discounts. 

Sincerely,

Shalabh Jain,

PM, Microsoft.

14

Ability to enter VAT number for customer on creation/update in POS

For retailers in Europe, it is very normal to sell to business via their regulair channels. A business can make purchases and request the paid VAT back in their tax declaration. 

To enable this, the purchase has to be registered on a business customer with a VAT number se...

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2 Comments

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Category: Customers management (27)

STATUS DETAILS
Under Review
13

Redemption Rule Minimum Treshold

When configuring and applying the Loyalty scheme, the system does not take into account a minimum treshold when redeeming earned loyalty points. Instead, it takes the ratio between the points and the currency. For example, let's say you define that 1000 reward points gives you $10. EXPECTED RES...

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1 Comments

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Category: Customers management (27)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the product suggestion! We will continue to monitor this idea and the votes to determine if it will be given a position in our backlog.  -Holly Haines, Principal Program Manager

13

Family cards for loyalty

Have the functionality to add family/extra cards for a loyalty member. Adding a family card that uses the same points and tier as the main card. Today you can redeem from another card but the earning and tier level is still per card. Family members needs be be added on the same card as the tier ...

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2 Comments

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Category: Customers management (27)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the product suggestion! We will continue to monitor this idea and the votes to determine if it will be given a position in our backlog.  -Holly Haines, Principal Program Manager

10

Having the possibility to delete completely emails/phones from POS

At the moment there are no possibilities to delete customer(new/existing) details from POS like emails or phone numbers if their customers are requesting for this information not to be kept, and the Partner needs to be GDPR compliant.

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0 Comments

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Category: Customers management (27)

STATUS DETAILS
New
10

Reduce Duplicate Customer Records, etc. in CPOS/MPOS t

As a retailer, the ability in CPOS/MPOS to: 1. automatically check for duplicate Customer records - matching customer name, mobile/cell number and/or email when adding a Customer to a Sale in CPOS/MPOS; and 2. suggest to use existing or merge existing Customers when adding a Customer to a Sale in...

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1 Comments

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Category: Customers management (27)

STATUS DETAILS
Under Review
Ideas Administrator
Thanks for your feedback. We will continue to review this for consideration/prioritization within our product backlog.   Holly Haines - Principal Program Manager
10

Loyalty Point Dollar Conversions

Loyalty points are redeemed as a form of payment at stores. Depending on the Loyalty schemes redemption rules a specified number of points equals a certain cash value. The POS does not highlight what the cash value of the points are when looking up a customer's loyalty point balance. This woul...

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3 Comments

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Category: Customers management (27)

STATUS DETAILS
Under Review
7

Inactivate/ Hide Affiliations

Today, you cannot inactivate or a hide an affiliation from being visible in the POS. Retailers occasionally want to expire or retire affiliations so they are no longer added to customer records in the POS. A toggle field that allows to hide or inactivate an affiliation so that is not visible i...

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0 Comments

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Category: Customers management (27)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback.

We released this feature as part of the functionality in 10.0.0. You can now mark an affiliation as "Hide in channels" which will hide such affiliations, however, if you create a special pricing or discount for such affiliations, then they will still be applied on the customers who are associated to such affiliations. Another use case of this feature is that, there are some affiliations which should not be shown to the customer or cashiers should not be allowed to add themselves to avoid fraud scenarios.

Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365/unified-operations/retail/set-up-customer-loyalty-program

 

Sincerely,

Shalabh Jain,

Microsoft.