Setting up Retail POS (Retail essentials) [AX 2012]

Updated: April 30, 2014

Applies To: Microsoft Dynamics AX 2012 R3

Retail POS is a component of Retail essentials that is used for the day-to-day operations at a store. You use Retail essentials to perform tasks at store headquarters, and Retail POS to perform point-of-sale (POS) tasks at retail stores. POS tasks are performed by using a POS register. Each POS register is uniquely identified by a register number.

The following table shows the operations that are performed in Retail essentials at store headquarters, and in Retail POS at POS registers.

Tasks that are performed in Retail essentials

Tasks that are performed in Retail POS

Process product sales

Process sales

Issue product refunds

Operate the cash drawer

Suspend transactions

Scan bar codes

Process customer loyalty transactions

Print customer receipts

Issue credit memos

Calculate the sales total

Issue gift cards

Calculate tax

Scan bar codes

Calculate the change that is due back from the amount that was paid

Receive payments

Print receipts

Track customer orders

Process debit cards and credit cards

Connect to other systems on the network

Check inventory

The topics in this section provide information about how to set up Retail POS for your retail stores.

Configuring parameters and initial settings (Retail essentials)

Set up registers (Retail essentials)

Setting up screen layouts (Retail essentials)

Setting up receipts (Retail essentials)

Setting up info codes (Retail essentials)

Set up keyboard mapping and mapping groups (Retail essentials)

Setting up profiles (Retail essentials)


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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