Retail Modern POS in offline mode

Important

This topic applies to Dynamics 365 for Retail, Dynamics 365 for Finance and Operations, Enterprise edition, and Dynamics 365 for Operations.

This article explains how to use Retail Modern POS devices in offline mode if the Retail Server is unavailable.

A Retail Modern POS device will go offline if the Retail Server is unavailable. When the connection with the Retail Server is lost, the point of sale (POS) automatically switches to the offline database. If a data request doesn't succeed within the time-out interval that is configured in the offline profile, Retail Modern POS automatically switches to the offline database and continues the sales transaction. Retail Modern POS will try to reconnect to the Retail Server after the reconnect attempt interval that is configured in the offline profile. This reconnect attempt will occur only at the beginning of a transaction.

Determine the connection mode of Retail Modern POS

The status header of Retail Modern POS indicates the current connection status.

connection

The Connection status page in Retail Modern POS shows the status of the last attempt to synchronize with the offline database.

connection status

Create a button to manually switch between online and offline modes

You can add a button to Retail Modern POS to manually switch between online and offline modes. Create a button for POS operation 917 – Database connection status. Use the button as a toggle to connect or disconnect.

Operations that can be completed when the channel database is offline

You can complete the following operations when the channel database is offline. Note: If any functionality requires Commerce Data Exchange: Real-time Service, you receive an error message that states that the operation isn't supported. Tip: Reports and other operations will act only on the data that is available in the offline database.

Operation ID Description
100 Product sale
101 Price check
102 Void product
103 Product comment
104 Price override
105 Set quantity
106 Clear quantity
108 Product search
109 Return product
115 Show journal
117 Add loyalty card
123 Change unit of measure
128 Override transaction tax from list
130 Override line product tax from list
132 Deposit override
134 Add affiliation
135 Add affiliation from list
200 Pay cash
202 Pay customer account
203 Pay currency
206 Pay cash quick
211 Void payment
214 Pay gift card
300 Line discount amount
301 Line discount percent
302 Total discount amount
303 Total discount percent
500 Void transaction
501 Transaction comment
503 Suspend transaction
512 Issue gift card
515 Recall order
519 Add to gift card
520 Gift card balance
602 Customer search
603 Customer clear
612 Customer add
622 Search
623 Edit customer
701 Log off
703 Lock register
801 Inventory lookup
802 Stock count
917 Database connection status
920 Time clock
921 View time clock entries
922 View product details
1003 View reports
1052 Tender declaration
1200 Declare start amount
1201 Float entry
1210 Tender removal
1211 Safe drop
1212 Bank drop

Operations that can’t be completed when the channel database is offline

You can’t complete the following operations when the channel database is offline.

Operation ID Description
207 Pay loyalty card
707 Activate device
708 Inactivate device
1053 Blind close shift
1054 Suspend shift
1055 Close shift
1056 Print X
1057 Reprint Z