Dave Fox

When rocessing a ship to customer order in MPOS, the system will default to the store location as the ship from warehouse.  Regardless of the training, we are facing way too many mistakes and lost sales and unacceptable customer service given human error of bypassing this default.

We are reqeusting that for any shipping order created in MPOS at our stores, that either the ship from location is defaulted as our warehouse location, or a pop up displays for the associate that directs them to choose the appropriate ship from location.

if the incorrect location is used then the order gets stuck and causes customer disappointment and extra work for store and call center agents to fix.

If we have any new employee hired as a store associate, that employee should be added to a sales group for their store. if the employee is not added to the sales group then that employee will not get the commissions for selling things like selling protection plans. Current state this needs to be manually updated in 365. It should be automated upon any new store associate getting hired and entered in 365

365 should calculate additional shipping per item when item has more than one quantity. This is not happening current state in 365 for our call center order entry

While integrating a sales order from Web to D365, we need to add logic to go through all lines items and add the weight of in stock items and if its over 200 pounds, then mark the Mode of delivery at the order header level to 18.

Justification

· without this, Call center needs to manually review every order for drop‑ship scenarios.

·  Risk of missed heavy‑freight designation, leading to incorrect carrier selection, shipping delays, or higher costs.

·  Extra rework for Customer Service when corrections needed

 We would have the ability to treat top customers differently when they are at the store or calling in to call center for customer service assistance or order entry help. if the associate can see an indicator that the customer is a "top customer" then they will know to give the customer more of an elevated experience.

We need the "catalogs" that exist in D365 to be updated automatically with any new SKUs entering the business. We are creating new "catalogs" all the time, it is too hard for us to manage old "catalogs" to add new SKUs that have entered the business. This is time consuming and disrupts business because we have to disable "catalogs", remove the SKU list attached, attach a new SKU list, verify the catalog and then re-enable the catalog.

Time savings for marketing as well as an issue for Call Center if catalogs don't get updated frequently with new SKUs, they can't enter orders using a "catalog source code" and a new SKU that doesn't exist with that code. This freezes up their systems during the ordering process.

We would like to have new attributes or fields added in D365 to help with including/excluding items for discounts. Hoping this would be a way to manage discounts at the offer level instead of needing to change the discount flag at the item level.  The new attributes would be Brand and/or Vendor, MAPP, and Sale Prices. Magento has the ability to use these for filtering and managing discounts online but we do not have this capability in D365. This would be a huge time-saver when setting up and activating discount promotions.

this idea is to improve offsite opportunities. This would allow for us to place orders and take payment for items that are not available at a show.  Allows us to sell and ship any item. This was expressed as a defined need to use CPOS to process payment for outside events. products such as Zettle is not a long term solution and limits us in our ability to do add on's and upsales.  

We need the ability to offer customer pickup orders for product that we do not house in stores but is available in our warehouses. Order should be taken as a pickup order but then trigger a transfer to the store that will be placed on the stores regular replenishment pallet on the next send to the store