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Customer Search and Creation
With the recently added abilities to search for customers based on email address, name, phone number etc. a common comment is that it is frustrating that the information you have typed in your search does not automatically populate when you create a new customer. Take the following scenario; Customer comes in, cashier asks - "Are you already registered with us?" Customer responds - "I don't know, but I would be interested in email updates" Cashier - "Let me take your email address and I will check" Cashier enters the email address provided in the search box, and searches by email No results are returned Cashier - "It looks like you are not in our systems, let me create a record for you quickly" Cashier opens the new customer form, and needs to ask for the email address again. Often customers have complicated email addresses, with numbers or complex spelling - having to ask for it twice is embarrising and customers often then just say, don't worry about it. It would be great if using your last search, when you click the 'Create New Customer' button, it pre-populates the relevant field, based on the criteria you selected.
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Retrieve customer online basket in call centre
A common scenario on most web platforms is the ability for customer services to view and take control of a customers online basket. This could happen where a customer is having difficulties on the website and wants a customer services representative to help them complete their order placement. Currently, online 'in-progress baskets' are only stored in the scale unit which means there can be no visibility of these from HQ. Ideally a customer services representative would be able to search for a customer's basket, (using customer details for authenticated users, or based on time and products in basket, or maybe an ID number displayed on screen to the customer), and then convert that into a sales order in D365. This could potentially be achieved by adding a 'Help' button on the website, which triggers the current basket to be saved as a retail transaction, and then a function to retrieve that basket (maybe similar to suspend and recall, but cross channel between online and call center). -
Remove currency restriction on promotions
At present all promotions have a mandatory requirement to be in 1 specific currency. This is frustrating as it then requires us to duplicate the promotion set-up unnecessarily. Promotion set-up should be currency agnostic. If I set up a % discount promotion - currency is completely irrelevant. If I set up either a deal price or value off promotion - you could argue should the value being entered be in a specific currency and then converted to the currency of the transaction. I would suggest not. A buy 2 for 20 promotion should apply whether it is $20, £20 or 20EUR and apply the relevant discount amount accordingly. It is then up to the business to decide if they should make that promotion available in channels with different currencies. -
Hide 'resume shift' option if shift is already open on the device
When configured that we only have 1 shift per register, and a shift has already been opened on the device by another employee, the second employee is asked if they want to 'resume shift' and then select and confirm the shift they want to resume. I understand why the functionality exists, for different configuration scenarios where multiple shifts can be opened on one device, or use of the shared shift functionality - but in the very common scenario where a single shift is open on a device and all employees share that shift when using that device, the prompt should not appear. -
Configre info code against mode of delivery
It would be great if we could configure info codes to fire when selecting a delivery option (mode of delivery), so that additional information can be taken, i.e. special instructions, offer an additional service, time preference/slot, etc. -
Internal gift card pin number support
Please enable the ability to store a PIn number against internal gift cards (should be encrypted with an upload mrthod via DMF). And on e-commerce support requirement to enter the pin to complete the sale. (Should not be required on POS - or at most optional/configurable). -
Scanning / Camera integration for Hybrid App
I have had several customers very interested recently in using the Hybrid App for iOS and Android mobile/tablet devices in store. Great work has been completed by the team over recent months to improve the screens for mobile use and Holly has delivered amazing improvements (re-write!) to inventory management via POS. The main gap identified in all these opportunities is bar code scanning. Currently the only options are to either buy a device with a built-in bar code scanner, or attach one (in keyboard wedge mode) which means the operator has to have a lanyard or something (which is annoying and has potential to break / get lost etc.). Ideally we would be able to use the built in camera for scanning. To my knowledge this is currently not possible either as standard nor via customisation, (I am discussing further with MM). -
Store locations and hours on e-commerce site
It would be great the the commerce storefront offered the ability OOTB to show a store locations search, (using bing maps, user current location - with data from retail server on stores) and a store details page, which includes store opening hours (using the data stored in D365 for store hours). It would need to either be based on a fulfillment profile attached to the e-com site or we would need the ability to hide stores (i.e. store closures, permanent or temporary). The demo site has a 'placeholder' for these pages, but there are no standard modules to display this information. (to my knowledge). -
Restrict payment method per register
Common requirement in the age of mobile POS terminals - Due to device availability, often certain payment methods should be restricted for certain registers/devices in the store - for example, in a scenario where a store has fixed cash desks, and mobile devices for queue busting or order placement, the mobile devices will not have access to a cash drawer and therefore cannot take cash. Currently it is not possible to restrict the cashier from taking cash payment in this scenario. -
View/Delete/Add stored payments via e-commerce account page
It would be great if from the 'My Account' area on the e-commerce site, a customer could view their stored cards, and remove or add new.
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