Exclude from Credit management toggle being included as an enable/disable option in Retail parameters or Retail shared parameters
Comment field in checkout
Hej,
We are planning to go live with the new B2B Commerce solution in Q3 2023.
As adressed before we urgently need a text field in the checkout, where our customers can leave a comment before finally placing an order. The comments our customers add to their orders today vary a lo...
Thanks for the idea. This is planned for 10.0.40.
"Allow on account" parameter also applicable from the POS
Today a parameter exists on the customer details form to enable or to disable payments with the payment method "Customer" so that it's booked on the customer balance. However, this parameter only applies on call center sales orders, not on sales made via the POS. As this is an inconsistency fr...
This has been implemented and you can enable the feature "Customer account payment in POS honors 'Allow on account' flag" in the feature management.
Ability to mark a product as non-returnable
Retailers run clearance or final sales fairly often for a variety of reasons (primary one being ability to get rid of the inventory). Most of the times, it also means that these products are non-returnable. In addition to clearance scenarios, retailers sometimes collect donations for charities an...
This feature has been released with 10.0.48
Additional field to specify comments or references in the shipping address at checkout
When a customer in the online store begins the checkout process, he/she must enter the shipping address data. Nowdays, when a customer type his address there is a special field to enter references or additional information. We can improve the delivery experience by sharing this infomation with o...
The customers can now enter the notes during the checkout and these notes are also visible in POS.
Sales quotation pick-up mode of delivery
If the user is associated with a callcenter and the pick-up mode of delivery i set up in the Commerce parameters, the delivery address changes to the store address if the pick-up mode of delivery is selected in a sales order. This is not the case if you create a sales quotation. There should be n...
We have created a bug for it and so it should be released with 2023 Wave 1
Unable to create a customer order in POS by charging it to customer account
Customer enabled Omni-channel commerce order payment feature in Ops. As part of the setup we disabled Pay later option in POS functionality profile and enabled 100% deposit for all customer orders. When they try to create a customer order in POS, they cannot charge the order to account. It shows...
The customer can now pay the customer order deposit amount via the customer on account balance. Please note that the purpose of deposit is to get actual money from the customer and not put it on their account. However, we understand that there are scenarios where the customers have a -negative balance on their accounts e.g., due to return, and the retailers want the ability to use that balance for customer order deposits. Hence we have enabled this capability but it should be used carefully. Currently, this capability is behind a flighting flag and thus contact MS support to get this enabled in your environment.
Past comment:
Our understanding of the scenario is as following:
1. If the customer is not allowed to pay on account, then either take full deposit or take the balance on card
2. If the customer is allowed to pay on account, then allow the user to pay the full amount later and do not ask for the credit card for the balance.
The above requirements can be achieved with the following setup:
1. Set the "Default deposit percentage" under Commerce parameters to whatever percentage you want (0 to 100%).
2. Set the property "Require payment for fulfillment" under POS functionality profile to "Allow pay later".
3. Enable the feature flag "Customer account payment in POS honors 'Allow on account' flag" via feature management.
4. Delete the the user defined property "RETAIL_VALIDATE_CREDIT_LIMIT_IN_CHANNEL" or set it to True from the Commerce parameters -> Configuration parameters.
5. Make sure the customers who are not allowed to pay on account have the property "Allow on account" set to false on their profiles.
Now, the customers who can pay on account, can ask the cashier to override the deposit percentage to 0% and then the cashier can choose the Pay later option.
The customer who cannot pay on account, will have to present their credit card to authorize the remaining balance as the on account payment will not work for them.
Please reach out to shajain@microsoft.com if further clarification is required for this scenario.
Change due window in POS
When performing a payment in POS a Change due window always comes up and demands an action by the cashier. This forces the cashier to make extra button klicks and prolongs the time it takes to finnish a transaction since the receipt won't come out until OK have been pressed. I wish that Microsof...
This was done a few years ago based on a configuration of a functionality profile. The link to doc is in the comments
User does not have ability to directly add item to new order template b2b
Requesting the ability to add items straight away upon creation of template on b2b sites, that would help to add quickly the items to the template.
With 10.0.37, we have improved the user experience of adding the items directly from the order template details form. The user will additionally be able to select a catalog from which the product is being added to the order template.
Re-ordering from order history and order templates when using e-commerce B2B catalogs
When we enable the feature to use B2B catalogs in Retail and commerce module ("Enable use of multiple catalogs on retails channels.") then, re-ordering from order history and from order template stop working.
Since most B2B customers are usually buying the same products ...
This idea is now completed. With 10.0.37, the order templates and order history completely support the B2B catalogs.
Administrator
This feature is completed with 10.0.48