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...
add customer name to suspended transaction screen
the suspended transaction operations now shows only time, operator id and amount.
On a bussy day some sales persons walk around with the customers and already enters the items. The customer then goes to the register to pay for the products (there might be a queue here). as sales is most...
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...
Best regards,
Maria Shneerson - Senior PM.
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...
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.
Possibility to register additional mobile phone in POS
At the moment only one primary telephone number is available in POS. It is often required to register an extra number for mobile phones as well. An new contactInfo type mobile phone which is by default available in POS
Hello,
This feature has been released in May 2020. You can enable the feature flag "Capture multiple emails and phone numbers and consent for marketing on these contacts" from the Feature management workspace and then use this feature.
Regards,
Program management team
Upgrade Customer search in POS
When using the customer search on CPOS/MPOS, the search strings entered are handled as OR-conditions. E.g. you search for 'Stadium' and 'Houston', you will get all Stadiums and customers located in Houston. Hence the list of results is getting longer - instead of becoming shorter.
The s...
Thanks for your suggestion. We are working on enhancing the customer search to allow the cashiers to easily search within a single field of their choice e.g. name, email, phone number etc. which will result in more relevant search results. We are also looking into making the exact search available i.e. by typing keywords within " ". More details will be added to http://roadmap.dynamics.com soon. Thanks, Shalabh Jain, PM, Microsoft.
Intercompany support of loyalty
For retailers who have stores in multiple countries it can be neccesary to have your loyalty programm work across the different company accounts so the customer can earn his loyalty points in every store in every country. When the franchise scenario's is used this is the same
Thank you for your feedback.
Loyalty programs already work across legal entities so retailers can allow their customers to earn loyalty points in one company and redeem in another company.
Sincerely,
PM,
Microsoft.
Improve customer search on POS
When using the customer search on CPOS/MPOS, the search strings entered are handled as OR-conditions. E.g. you search for 'Stadium' and 'Houston', you will get all Stadiums and customers located in Houston. Hence the list of results is getting longer - instead of becoming shorter.
The ...
We have added the capability to use refiners for customer search so you can use it to do "AND" based searches.
Administrator
We have added the capability to use refiners for customer search so you can use it to do "AND" based searches.