50

Close a shift in D365, without CPOS or MPOS

Often, especially in busy retail stores the switch between shifts needs to be quick. Also, the cashier should not spend much time counting money in front of the customers. Therefore a blind close is often a good option. In many cases, a controller wishes to close the shift, and make the count ...

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5 Comments

Read more... 5 Comments

Category: End of Day and Financials (77)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for the product suggestion! This idea is aligned with the product vision and we will love to provide this capability out of the box. However, we do not have a planned release timeline as of now and hence marking it as Declined (please read this as Postponed).

48

Document handling towards statements and shifts

For a retailer there will always be some cash deviations, and for a retailer it is important to document the reason why there is a cash deviation in the tender declarations. This is often user errors or misunderstandings. The ability to document the reasons behind the issues are important, and ...

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0 Comments

Read more... 0 Comments

Category: End of Day and Financials (77)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for the product suggestion! This idea is aligned with the product vision and we will love to provide this capability out of the box. However, we do not have a planned release timeline as of now and hence marking it as Declined (please read this as Postponed).

41

In manage shifts screen of POS should be able to sort/filter the shifts by various columns.

When working with shifts through the manage shifts screen should be able to filter and sort by the various columns available on the screen.

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7 Comments

Read more... 7 Comments

Category: End of Day and Financials (77)

STATUS DETAILS
Under Review
32

Safe Removal operation defaults payment method to Cash with no option to change to checks or any other payment method

As an end of day process a Cashier will perform a Safe Drop for the Checks collected on their shift throughout the day. There is a chance the cashier will make a mistake and accidently over declare the value of Checks on the Safe Drop. To correct this a safe removal operation is required. Howe...

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4 Comments

Read more... 4 Comments

Category: End of Day and Financials (77)

STATUS DETAILS
Under Review
26

Make "declare start amount" compulsory before making the first sale

To avoid eventual errors when closing a shift, it would be beneficial to make the "declare start amount" compulsory after opening the shift and before the 1st sale

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2 Comments

Read more... 2 Comments

Category: End of Day and Financials (77)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for the product suggestion! This idea is aligned with the product vision and we will love to provide this capability out of the box. However, we do not have a planned release timeline as of now and hence marking it as Declined (please read this as Postponed).

Note: There is a configuration in the POS functionality profile named "Require starting amounts and tender declaration" which enforces these actions before the shift can be closed. 

23

Implementing financial dimension recalculation functionality for posting payment journal entry

At the moment, the system supports a way to recalculate financial dimensions of sales account entry. This allows to post a statement after financial dimension configuration has changed. However, there is no similar financial dimension recalculation functionality for posting payment journal entr...

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0 Comments

Read more... 0 Comments

Category: End of Day and Financials (77)

STATUS DETAILS
Under Review
23

Presenting additonal information in Retail transaction for Reconciliation purpose

There is an issue when trying to reconcile Retail with General Ledger. There is not enough information available in Retail transactions. There is requirement to add additional field for Retail transaction, Sales lines and Payment transactions. 1. Retail store transactions form - shows total sa...

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1 Comments

Read more... 1 Comments

Category: End of Day and Financials (77)

STATUS DETAILS
Under Review
Ideas Administrator

Thanks for your feedback. We will continue to review this for consideration/prioritization within our product backlog.   Holly Haines - Principal Program Manager

22

Include starting amount entries in the POS journal

This suggestion is to include entries for Declare starting amount in the POS journal so users can look back at previous entries.

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1 Comments

Read more... 1 Comments

Category: End of Day and Financials (77)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for the product suggestion! This idea is aligned with the product vision and we will love to provide this capability out of the box. However, we do not have a planned release timeline as of now and hence marking it as Declined (please read this as Postponed).

22

Bank and safe drop from blind closed shift

When I am demonstrating the functionality around cash and bank management this is always a place where the solution falls down. Customers like the idea of blind closing shifts. But a key part of the 'cashing up' process is to complete a bank drop. At present you cannot complete a bank or safe ...

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1 Comments

Read more... 1 Comments

Category: End of Day and Financials (77)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for the product suggestion! This idea is aligned with the product vision and we will love to provide this capability out of the box. However, we do not have a planned release timeline as of now and hence marking it as Declined (please read this as Postponed).

 

21

Ability to do Shift Operations while offline in POS

Our client has terminals within a store spread out over a larger geographic area. These areas often have sporadic poor network connections. The user needs to be able to perform shift operations before leaving for the day and going to a different location in the store. Some examples of operat...

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0 Comments

Read more... 0 Comments

Category: End of Day and Financials (77)

STATUS DETAILS
Under Review