27

In the POS you can enter line or transaction comments (operation 103, 122 and 501). They show nicely on the receipt, but once the order is in D365, it's hard to find them (You need table browser).


It would be good to have then visible on the sales order, either directly in a field or via document handling.


 

STATUS DETAILS
Completed
Ideas Administrator

The Transaction comments are shown on the sales order header in the Customer requisition and Customer reference fields. The corresponding UI in the POS has been improved. Also, now the notes added to the order either from Call center or ecommerce are now shown in POS during order recall. It is displayed in the "Details" tab on the orders recall operation

 

 

Comments

L

yes, and also the other way around: display notes from document handling on the POS (similar to how they are shown in the Notes box in the Customer service form). Scenario: sales order is created on callcenter or webshop or other 3rd party integrated app, customer comes into a store to pickup / pay / inquire on the order; store employee should see all relevant sales order data  including the notes on the POS.

Category: Order services and integration