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  • 10

    New customer creation should have default customer price groups

    Suggested by Cameron CaudillUnder Review 0
    Category: Customers and Loyalty

    Currently, when you create a new customer in the POS price groups are not defaulted from the default retail customer in the POS until the customers job is ran.  I recommend that price groups should be defaulted upon customer creation from the default retail customer.  Below is an example that demonstrates why this is needed:


    1.  A new customer is created in POS.  No discount is applied, however there is an active trade agreement for the price group of the default retail customer. 


    2.  If you view the created customer in D365, all price groups are populated with the same values as the default retail customer.


    3.  Run Customers job from distribution schedule.


    4.  Run the same transaction with the customer you created.  You will notice a discount is applied.


    This should be done when the customer is created, not when a job from the distribution schedule runs.  Please up-vote to make this possible. 

  • 7

    Ability to enter VAT number for customer on creation/update in POS

    Suggested by Dennis ThieUnder Review 1
    Category: Customers and Loyalty

    For retailers in Europe, it is very normal to sell to business via their regulair channels. A business can make purchases and request the paid VAT back in their tax declaration. 

    To enable this, the purchase has to be registered on a business customer with a VAT number set. Currently, you are not able to enter the VAT number on the customer account upon creation or update in the POS. This creates the need for retailer to have a back office process to append the customer record with the VAT number.

    Please enable a sales clerk to set a value for the customers' VAT number when creating or updating a customer record from the POS.

  • 2

    Inactivate/ Hide Affiliations

    Suggested by Scott HigleyUnder Review 0
    Category: Customers and Loyalty

    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 in the POS would be very helpful. In this way, associates would not be able to add affiliations that the retailer no longer wants to offer.

    OOB it will not let you remove affiliations if the affiliation exists on a sales order. So this requirement cannot be satisfied without new functionality.
  • 2

    Customer Phone Number for Receipts

    Suggested by Eric JesseUnder Review 0
    Category: Customers and Loyalty

    The client wants customer phone numbers on their receipts for Special Orders. The reason for this is so when the order is ready for pickup they can call them up from the receipt and not have to dig for a number.
  • 1

    Add field to enter a Sales tax group to use with Customer bases taxes when creating a new Customer in MPOS

    Suggested by Poornima PatilUnder Review 0
    Category: Customers and Loyalty

    Cashiers are creating new customers on the fly in MPOS when customers check out and do not have an account. There is no field to enter the Sales tax group and as such, no tax is being charged on the transaction. The Retail store is configured as Customer based sales tax.
    Sales tax group should be saved and applied to the current transaction