Online and offline point of sale (POS) operations

Important

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

Most actions that user take in the point of sale (POS) are considered operations. Operations are configured and managed in the Microsoft Dynamics 365 for Retail back office. Many operations can be added to buttons in the POS button grid. Users can then select the buttons to invoke the operations and perform their function. Other operations are part of the main POS application, and are invoked either from on-screen buttons or as part of other workflows or processes.

The following table provides details about the operations that are available in Retail Modern POS and Cloud POS for Dynamics 365 for Retail. The table also specifies where in the application the operations can invoked, and whether they are available when the POS is in offline mode.

Some operations aren't currently available in Retail Modern POS or Cloud POS for Dynamics 365 for Retail. Some of these operations are either locale-specific operations that require additional extensions and configuration. Others are features from Microsoft Dynamics AX 2012 that aren't currently supported.

The following columns specify where the operations can be invoked:

  • Button grid – The operation can be assigned to buttons in POS button grids, which are part of a POS screen layout.
  • Transaction screen – The operation can be invoked from POS button grids that are configured on the POS transaction screen.
  • Welcome screen – The operation can be invoked from POS button grids that are configured on the POS welcome screen.

Note: The operations listed below apply to the latest version of Dynamics 365 for Retail. Some operations may have changed or may not be available in previous versions.

ID Operation Description Button grid Transaction screen Welcome screen Available offline Locale-specific
707 Activate device Activate the current device by allowing an authenticated user to provide connection information and assign a device and register ID. No No No No No
134 Add affiliation Add a preselected affiliation to a transaction. Select the affiliation on the Button properties page. Yes Yes No Yes No
135 Add affiliation from list Add an affiliation to a transaction by selecting it in a list. Yes Yes Yes Yes No
137 Add affiliation to customer Add an affiliation to a customer on the Customer details page. No No No Yes No
138 Remove affiliation from customer Remove an affiliation on the Customer details page. No No No Yes No
643 Add coupon code Add a coupon by entering its code in the POS. Yes Yes No Yes No
117 Add loyalty card Prompt the user to enter a loyalty card number that will be added to the current transaction. Yes Yes No Yes No
136 Add serial number This operation lets the user specify a serial number for the currently selected product. Yes Yes No Yes No
1214 Add shipping address This operation isn't supported. Not applicable Not applicable Not applicable Not applicable No
519 Add to gift card Add money to the specified gift card. Yes Yes No No No
6000 Allow skip fiscal registration This operation isn't supported. Not applicable Not applicable Not applicable Not applicable Yes
1212 Bank drop Record the amount of money that is sent to the bank and other information, such as the number of the bank bag. Yes Yes Yes Yes No
923 Bank totals verification This operation isn't supported. Not applicable Not applicable Not applicable Not applicable Yes
915 Blank operation This operation represents a customizable button that a software developer can programmatically change for any specialized operation that the business requires. Yes Yes Yes Yes No
1053 Blind close shift Set the current shift to blind closed, and sign the user out. A blind-closed shift is closed to additional transactions but is still open to drawer operations, such as tender removal and tender declaration. Yes Yes Yes No No
310 Calculate total When discount calculation is delayed, this operation initiates the calculation for the current transaction. Yes Yes No Yes No
642 Carry Out All Products Set the mode of delivery for all lines to Carryout. Yes Yes No Yes* No
641 Carry Out Selected Products Set the mode of delivery for the selected lines to Carryout. Yes Yes No Yes* No
1215 Change password This operation lets the POS user change his or her password. Yes Yes Yes No No
123 Change unit of measure Change the unit of measure for the selected line item. Yes Yes No Yes No
639 Clear default sales representative on transaction Remove the commission sales group (sales rep) from the transaction. Yes Yes No Yes No
106 Clear quantity Reset the quantity on the currently selected line to 1. Yes Yes No Yes No
640 Clear sales representative on line Remove the commission sales group (sale rep) from the currently selected line. Yes Yes No Yes No
121 Clear salesperson This operation isn't supported. Not applicable Not applicable Not applicable Not applicable No
1055 Close shift Close the current shift, print a Z report, and sign the user out of the system. Yes Yes Yes No No
925 Copy the bank check This operation isn't supported. Not applicable Not applicable Not applicable Not applicable Yes
620 Create customer order Convert the POS transaction to a customer order. Yes Yes No Yes* No
621 Create quotation Convert the POS transaction to a sales quotation. Yes Yes No Yes* No
636 Create retail transaction This operation lets the user create a standard sales transaction when the default POS behavior is to create customer orders. Yes Yes No Yes No
600 Customer Add the specified customer to the transaction. No No No Yes No
1100 Customer account deposit Make a payment to a customer's account. Yes Yes Yes Yes Yes
612 Customer add This operation lets the user create a new customer record. Yes Yes Yes Yes† No
603 Customer clear Remove the customer from the current transaction. Yes Yes No Yes No
602 Customer search This operation lets the user search for a customer record by navigating to the customer search page in the POS. Yes Yes Yes Yes No
609 Customer transactions This operation isn't supported. Not applicable Not applicable Not applicable Not applicable No
917 Database connection status This operation lets the user view the current connection settings, and switch between online and offline modes. Yes Yes Yes Yes No
1200 Declare start amount Declare the amount that is in the cash drawer when the day or shift starts. Yes Yes Yes Yes No
132 Deposit override Override the default deposit for customer orders. Yes Yes No Yes* No
913 Design mode disable This operation isn't supported. Not applicable Not applicable Not applicable Not applicable No
912 Design mode enable This operation isn't supported. Not applicable Not applicable Not applicable Not applicable No
1217 Disassemble kits Disassemble a kit into its component products. Yes Yes Yes Yes No
624 Display refund amounts This operation isn't supported. Not applicable Not applicable Not applicable Not applicable Yes
513 Display total Show the balance of the transaction on the customer display. Yes Yes Yes Yes No
623 Edit customer Edit the current customer's details. Yes Yes No No No
614 Edit customer order Recall the selected order so that it can be modified in the POS. No No No No No
615 Edit quotation Recall the selected quotation so that it can be modified in the POS. No No No No No
518 Expense accounts Record money that is removed from the cash drawer for occasional expenses. Yes Yes Yes Yes No
919 Extended log on Assign or remove permission to sign in by scanning a bar code or swiping a card. Yes Yes Yes No No
1201 Float entry This operation lets the user add additional money to the current drawer or shift. Yes Yes Yes Yes No
1218 Force unlock peripheral The system uses this operation internally to unlock POS peripherals. Not applicable Not applicable Not applicable Not applicable No
520 Gift card balance Show the balance of a gift card. Yes Yes No No No
708 Inactivate device Inactivate the current device, so that it can't be used as a POS register. No No No No No
517 Income accounts Record money that is put into the cash drawer for a reason other than a sale. Yes Yes Yes Yes No
801 Inventory lookup Look up available, on order, and available-to-promise (ATP) quantities for the current store and other available locations. Yes Yes Yes No No
122 Invoice comment This operation lets the user enter a comment about the current transaction. Yes Yes No Yes No
511 Issue credit memo Issue a credit memo to provide a voucher instead of a refund. Yes Yes No No No
512 Issue gift card Issue a new gift card for the specified amount. Yes Yes No No No
625 Issue loyalty card Issue a loyalty card to a customer, so that the customer can participate in the store's loyalty program. Yes Yes Yes No No
300 Line discount amount Enter a discount amount for a line item in the transaction. This operation is used only for discountable items and only within specified discount limits. Yes Yes No Yes No
301 Line discount percent Enter a discount percentage for a line item in the transaction. This operation is used only for discountable items and only within specified discount limits. Yes Yes No Yes No
703 Lock register Lock the current register, so that it can't be used, but don't sign the current user out. No No No Yes No
701 Log off Sign the current user out of the register. Yes Yes Yes Yes No
521 Loyalty card points balance Show the balance of points for the specified loyalty card. Yes Yes No No No
918 Manage shifts Show a list of active, suspended, and blind closed shifts. Yes Yes Yes No No
914 Minimize POS window This operation isn't supported. Not applicable Not applicable Not applicable Not applicable No
1000 Open drawer Perform a "no sale" operation, and open the currently selected cash drawer. Yes Yes Yes Yes No
928 Order fulfillment This operation allows users to pick, pack, ship, or recall orders for store picked up. Yes Yes Yes No No
129 Override line product tax Override the tax on the selected line item, and use a different specified tax. Yes Yes No Yes No
130 Override line product tax from list Override the tax on the selected line item, and use the tax that the user selects in a list. Yes Yes No Yes No
127 Override transaction tax Override the tax on the transaction, and use a different specified tax. Yes Yes No Yes No
128 Override transaction tax from list Override the tax on the transaction, and use the tax that the user selects in a list. Yes Yes No Yes No
131 Packing slip Create a packing slip for the selected order. No No No No No
710 Pair hardware station This operation isn't supported. Not applicable Not applicable Not applicable Not applicable No
201 Pay card Accept a card such as a credit card or a debit card as payment. Yes Yes No Yes No
200 Pay cash Accept cash as payment. Yes Yes No Yes No
206 Pay cash quick Complete the transaction in one touch, and accept the amount that is due in cash (exact change). Yes Yes No Yes No
204 Pay check Accept a check as payment. Yes Yes No Yes No
213 Pay credit memo Accept a credit memo (voucher) that the store issued. Yes Yes No No No
203 Pay currency Accept payment in various currencies. Yes Yes No Yes No
202 Pay customer account Charge the transaction to the customer's account. This payment method isn't valid for customer order deposits. Yes Yes No No No
214 Pay gift card Accept a gift card that the store issued. Yes Yes No No No
207 Pay loyalty Accept a loyalty card for payment, and redeem points toward qualified products. Yes Yes No No No
634 Payments history Show the customer's payment history for the current customer order. Yes Yes No No No
803 Picking and receiving Open the Picking and receiving page, where you can select orders to pick or receive in the store. Yes Yes Yes No No
632 Pickup all products Set the fulfillment method to Store pickup for all lines. Yes Yes No Yes* No
631 Pickup selected products Set the fulfillment method to Store pickup for selected lines. Yes Yes No Yes* No
400 Popup menu This operation isn't supported. Not applicable Not applicable Not applicable Not applicable No
101 Price check This operation lets the user look up the price for a specified product. Yes Yes Yes Yes No
104 Price override Override the price of a product, if the product has been set up to allow for price overrides. Yes Yes No Yes No
1058 Print fiscal X This operation isn't supported. Not applicable Not applicable Not applicable Not applicable Yes
1059 Print fiscal Z This operation isn't supported. Not applicable Not applicable Not applicable Not applicable Yes
927 Print item label This operation isn't supported. Not applicable Not applicable Not applicable Not applicable No
926 Print shelf label This operation isn't supported. Not applicable Not applicable Not applicable Not applicable No
1056 Print X Print and X report for the current shift. Yes Yes Yes No No
103 Product comment Add a comment to the selected line item in the transaction. Yes Yes No Yes No
100 Product sale Add a specified product to the transaction. Yes Yes Yes Yes No
108 Product search This operation lets the user search for a product by navigating to the product search page in the POS. Yes Yes Yes Yes No
633 Quote expiration date This operation lets the user view or modify the expiration date on a sales quotation. Yes Yes No Yes* No
627 Recalculate Recalculate all customer order lines and taxes, based on the current configuration. Yes Yes No Yes* No
515 Recall order This operation lets the user search for and recall customer orders and sales quotations. Yes Yes Yes No No
504 Recall transaction This operation lets the user recall a previously suspended transaction from the current store. Yes Yes No Yes‡ No
305 Redeem loyalty points This operation isn't supported. Not applicable Not applicable Not applicable Not applicable Yes
635 Refund shipping charges This operation lets the user refund shipping charges on a canceled order. No No No No No
644 Remove coupon code Prompt the user to remove coupons by selecting them in a list of coupons that are currently associated with the transaction. Yes Yes No Yes No
1057 Reprint Z Reprint the Z report for the previous shift or a selected shift. Yes Yes Yes No No
1216 Reset password This operation lets a user who has the password-reset permission reset another employee's password by using a temporary password. Yes Yes Yes No No
109 Return product Perform a return of individual products. The next scanned product is shown as a returned product that has a negative quantity and price. Yes Yes No Yes No
114 Return transaction Recall a previous transaction by its receipt number to return some or all of the products. Yes Yes Yes Yes§ No
1211 Safe drop Perform a safe drop to move money from the register to a safe. Yes Yes Yes Yes No
516 Sales invoice This operation lets the customer make payments toward the selected sales invoice. Yes Yes No No No
502 Salesperson This operation lets the user set the Sales taker value on a sales order for customer orders in the POS. Yes Yes No Yes* No
2000 Schedule management This operation lets users create, modify, or view employee schedules. Yes Yes Yes No No
2001 Schedule requests This operation lets the user request time off, swap shifts, or offer shifts to other employees. Yes Yes Yes No No
622 Search This operation lets users preconfigure POS buttons to perform searches by item, customer, or category. Yes Yes Yes Yes No
1213 Search shipping address This operation isn't supported. Not applicable Not applicable Not applicable Not applicable No
709 Select hardware station This operation lets the user select a hardware station in a list of available hardware stations. Yes Yes Yes Yes No
637 Set default sales representative on transaction This operation lets the user select one of the eligible commission sales groups (sale reps) as the default sales rep for lines that are added later. Yes Yes No Yes No
105 Set quantity Change the quantity of a line item in the transaction. Yes Yes No Yes No
638 Set sales representative on line This operation lets the user select one of the eligible commission sales groups (sale reps) for the currently selected line. Yes Yes No Yes No
630 Ship all products Set the fulfillment mode to Shipping for all line items. Yes Yes No Yes* No
629 Ship selected products Set the fulfillment mode to Shipping for the selected lines. Yes Yes No Yes* No
115 Show journal Show the store's journal. You can view transactions, reprint receipts and gift receipts, and recall for return. Yes Yes Yes Yes** No
802 Stock count This operation lets the user create or modify stock counting journals for physical inventory or cycle counts. Yes Yes Yes No No
401 Sub menu This operation takes the user to another linked button grid. Yes Yes Yes Yes No
1054 Suspend shift Suspend the current shift, so that a new or different shift can be activated on the current register. Yes Yes Yes No No
503 Suspend transaction Suspend the current sales transaction, so that it can be recalled later in the store. Yes Yes No Yes‡ No
1004 Task recorder Open Task recorder to record procedural steps in the POS. No No No Yes No
1052 Tender declaration This operation lets the user specify the amount of money in the drawer for each counted payment method. Yes Yes Yes Yes No
1210 Tender removal This operation lets the user remove money from the current drawer or shift. Yes Yes Yes Yes No
920 Time clock This operation lets users punch in and punch out of work shifts and breaks. Yes Yes Yes No No
302 Total discount amount Enter a discount amount for the transaction. This operation applies only to discountable items and only within specified discount limits. Yes Yes No Yes No
303 Total discount percent Enter a discount percentage for the transaction. This operation applies only to discountable items and only within specified discount limits. Yes Yes No Yes No
501 Transaction comment Add a comment to the current transaction. Yes Yes No Yes No
922 View product details Open the product details page for the currently selected line item. Yes Yes No Yes No
1003 View reports Show the reports that have been configured for the current user. Yes Yes Yes No No
921 View time clock entries Show the time clock entries for all workers at the store. Yes Yes Yes No No
211 Void payment Void the currently selected payment line from the transaction. Yes Yes No Yes No
102 Void product Void the currently selected line item from the transaction. Yes Yes No Yes No
500 Void transaction Void the current transaction. Yes Yes No Yes No
916 Windows workflow foundation This operation isn't supported. Not applicable Not applicable Not applicable Not applicable No
924 X report for bank cards This operation isn't supported. Not applicable Not applicable Not applicable Not applicable Yes

* The operation is available in offline mode only when a customer order or sales quotation is being created, and only if offline creation of customer orders and sales quotations is configured in the POS functionality profile. The operation can't be performed when orders are created by using Real-time Service, or when orders are recalled or edited.

† The operation can be performed in offline mode only when the POS is configured to allow for offline creation of customers in the POS functionality profile.

‡ When the POS is offline, suspended transactions can be recalled only from the current register's offline database. Users can't suspend and recall transactions across registers.

§ When the POS is offline, only transactions in the current offline database can be recalled for return.

** When the POS is offline, only transactions in the current offline channel database are shown in the journal.