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...
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.
Loyalty points accumulated can be converted to a voucher
Hi PG team. One customer requires a feature which helps convert accumulated loyalty points to a voucher, and that voucher can be redeemed in an invoice on later date. Thank you!
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.
Loyalty reedemption is a price discount (not a payment option)
There should be a choice to decide, if the reedemption of loyalty points is a payment option or a discount.
Different retail customer within Europe have this requirement - in different European countries it's a must.
This feature is being currently prioritized.
Best regards,
Maria Shneerson,
Senior PM
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 ...
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
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.
loyalty fields should be available as placeholders in Commerce related emails
Currently, the placeholders do not include loyalty programs in commerce related emails. Customer needs to have loyalty fields - Loyalty card, balance, earned / redeemed values on order confirmation. These fileds should be included in the standard email placeholders.
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.
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.