Use Retail POS in offline mode

  • Article

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack

A POS device will go offline if the system is temporarily down or if the channel database is unavailable. When the connection with the channel database is lost, Retail POS automatically switches to the offline database.

Note

If a transaction is in progress when the connection is lost, you must void the transaction, and then start a new transaction that uses the offline database.

This topic contains the following sections:

  • POS operations that can be completed when the channel database is offline

  • POS operations that can’t be completed when the channel database is offline

  • Reconnect to the channel database

POS operations that can be completed when the channel database is offline

If a POS device has an offline database, you can complete the following operations when the channel database is offline:

  • Generate a sales transaction

  • Recall an unfinished transaction, if the transaction was initiated during the current offline session

  • Void an item

  • Void a payment

  • Void a transaction, if the transaction was initiated during the current offline session

  • Blank operations

  • Complete a return transaction, under specific circumstances. The following table shows when an offline return transaction can be completed.

    Mode of database when the original transaction was generated

    Current mode of database

    Return allowed

    Offline

    Offline

    Yes, if the original transaction was completed during the current offline session

    Offline

    Online

    Yes

    Online

    Offline

    No

    Online

    Online

    Yes

POS 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:

  • Print an X report

  • Print a Z report

  • Close a shift

  • Blind-close a shift

  • View blind-closed shifts

  • Suspend a shift

Reconnect to the channel database

When the channel database becomes available again, you must use the Database connection status operation in Retail POS to reestablish the connection with the channel database. Offline POS devices do not automatically reconnect to the channel database when it becomes available.