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...
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...
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 ...
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...
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
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...
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
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 in...
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
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...
Loyalty and trends around loyalty - discussion/feedback
This is just a general discussion around the loyalty system in D365FO. As I have now been doing several integrations to other loyalty systems here in Norway, I find the loyalty system in D365FO is not following the general trend here. The focus is still on accumulating points and using that as a...
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
Customer Phone Number for Receipts
The client wants customer phone numbers on their receipts for Special Orders. The reason for this is so when the order is ready for pickup they can call them up from the receipt and not have to dig for a number.
Loyalty payment should max out at the transaction amount
When a customer has more loyalty points/dollars than the transaction total, the amount should round down to the total of the transaction to not get an error of overtender.
Thank you for reaching out. The standard product always defaults the 'Payment amount' to the 'Amount due' irrespective of the balance available in loyalty. So in case the loyalty balance is more that the amount due, then you should never see the over tender problem. I am guessing it might be resulting due to some rounding issue, but would need more details.
Sincerely,
PM,
Microsoft.
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