4

Validate if warehouse is WHS enabled when resetting location on a retail sales order

On a not cash-and-carry retail sales order, the location is reset if several validations are passed.


RetailCreateCustomerOrderExtensions.allowResetRetailOrderLineWarehouse()

  1. Line is not cash and carry.
  2. Advanced Warehouse Management is enabled for th...

    Read more...

    0 Comments

    Read more... 0 Comments

    Category: Order capture and checkout (118)

    STATUS DETAILS
    Needs Votes
    Ideas Administrator

    Repating this item to the correct team

4

Appropriate Credit Checking

When a customer order is being fulfilled at POS, the system is performing a credit check during transaction conclusion, where the real-time call to HQ saves the order & creates the invoice. This is happening whether 100% deposit has been previously taken on the order, or if the fulfillment tra...

Read more...

0 Comments

Read more... 0 Comments

Category: Order capture and checkout (118)

STATUS DETAILS
Needs Votes
4

Checkout page error messaging on website needs to be more specific to allow troubleshooting/explanation

The generic error messaged used for all errors on the checkout page is "Something went wrong. Please try again later." which doesn't provide the customer or customer service team with any information on how to troubleshoot. These should be more specific so as to be useful; is it an issue with ...

Read more...

0 Comments

Read more... 0 Comments

Category: Order capture and checkout (118)

STATUS DETAILS
Declined
Ideas Administrator

We have added more details to the error messages in some cases and will be happy to add similar details for other scenarios. Please log a support ticket for the same.

4

B2B - Allow optional extra fields at checkout

It is my belief that the B2B site should provide the ability for the user to order product easily but without sacrificing functionality.


To this end, at checkout the B2B system should optionally request:


  1. Customer reference (This is mostly always captured ...

    Read more...

    0 Comments

    Read more... 0 Comments

    Category: Order capture and checkout (118)

    STATUS DETAILS
    Planned
    2024 Release Wave 1
    Ideas Administrator

    This is planned for 2024 Wave 1 with 10.0.40 monthly update.

4

Prevent customers who are on hold from checking out on B2B e-Commerce (including with CC)

When a customer is placed on hold in D365 F&O they should not be able to checkout/place an order on the B2B e-Commerce site. Currently they are able to checkout using a credit card, but then the order gets stuck as an online store transaction and fails to synchronize into an actual sales order...

Read more...

0 Comments

Read more... 0 Comments

Category: Order capture and checkout (118)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for the idea!  We will consider this in our product backlog and update the status of your idea if/when it becomes a planned or completed feature!

4

Auto-add item to e-commerce cart - gift items for example

Make it possible to define items that should be auto-added to the cart - with an optional text or similar. For example - the retailer/e-commerce site owner wants to give away a free gift with every purchase for a limited time. Say like a introduction offer or a special offer when opening a site...

Read more...

0 Comments

Read more... 0 Comments

Category: Order capture and checkout (118)

STATUS DETAILS
Needs Votes
4

Make 'show available discounts' functionality also available for call center sales orders

To make it easy for sales associates to learn what promotions are applicable to a selected line, or even to the whole cart, retailers can add the button for the "View available discounts" operation to the button grid on the Transaction page. As a result, sales associate can select a transaction l...

Read more...

0 Comments

Read more... 0 Comments

Category: Order capture and checkout (118)

STATUS DETAILS
Needs Votes
4

Return product and return sales order should not have same POS operation and permissions

Retailers can use the return product operation on the mPOS to do a return without a receipt. However, this operation is also linked to returning a sales order through the omnichannel return order process on the mPOS. It is logical to have manager permission required for a return without receipt, ...

Read more...

0 Comments

Read more... 0 Comments

Category: Order capture and checkout (118)

STATUS DETAILS
Under Review
Ideas 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

4

Returns from gift receipt limited to items on gift receipt

Returns from a gift receipt should only show the items on the gift receipt. With the new option of users being able to select which items are on the gift receipt, any returns from that gift receipt should be limited to the items on that gift receipt

Read more...

0 Comments

Read more... 0 Comments

Category: Order capture and checkout (118)

STATUS DETAILS
Declined
Ideas Administrator

Closing the idea due to lack of votes

4

Customer orders marked as 'Carry out all' must be processed in Real-time (as customer orders) and must not be transformed to cash-and-carry transactions

Recently new functionality has been introduced in CPOS: 'Carry out' orders.

This functionality is very convenient, when Business needs always to track inventory levels in real-time: in such case only Customer orders are created in POS, no cash-and-carry sales.

‘Recall order...

Read more...

0 Comments

Read more... 0 Comments

Category: Order capture and checkout (118)

STATUS DETAILS
Declined
Ideas Administrator

Thanks for the idea. This is not currently aligned with our product roadmap so we are are marking it as Declined.