Provide 'Customer reference' from POS sales.
Customers have the option to provide their own reference number. This number will normally be displayed on the sales order and the invoice document. No option currently exists for adding this reference to an order initiated from the POS.
Apply number sequence based on customer group on the POS
Today, it's possible to configure a number sequence per customer group in D365 FinOps. This results in a specific logic that applies when creating new customers and selecting a particular customer group. You would expect that the same logic applies on the POS, but this is not the case. Creating ...
Add functionality to retroactive link a retail POS receipt to a loyalty customer and to register loyalty points.
Add functionality to retroactive link a retail POS receipt to a loyalty customer and to register loyalty points.
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. -Maria Shneerson, Senior Program Manager.
A feature to map loyalty payments on the default customer account.
Our customer has a specific request regarding the handling of loyalty payments in customer orders.
Currently, when a customer order is created and includes loyalty payments, the corresponding vouchers are automatically posted to the account of the customer who made the transaction.
Customer merge through customer service should also merge customer transactions within the channel database for POS and eCommerce
Currently through call center customer service within D365 F&O, users have the ability to merge customer records which transfers sales transaction from one customer to the other. Within customer service form, this is then represented into a singular view where sales orders for both customers a...
Thanks
Maria Shneerson, Senior PM.
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...
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.
Ability to Redeem and Earn Loyalty points in the same sales transactions
Redeem and award in one transaction means that the customer can redeem a certain amount and pays the rest in cash/card. Points should be awarded according to the amount paid in cash/card.
In case the sales transactions reversal, the redeemed points should be added back to the card ...
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
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 ...
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
Allow Date (DateTime) attributes for Customer Attribute Groups
Currently, only attributes of type Decimal, Integer, Text, and TrueFalse are allowed to be added to Customer Attribute groups. This prevents having a properly structured date field for capturing things such as birthday using the attributes mechanism.
Thanks for the idea. We will monitor it for votes.
Regards,
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. -Maria Shneerson, Senior Program Manager.