Set up receipt options (Retail essentials) [AX 2012]

Updated: July 22, 2014

Applies To: Microsoft Dynamics AX 2012 R3

This topic explains how to set up receipt options. You can specify receipt options for all customers and for specific customers who have been added to the Customers form. Receipts can be printed, sent in email messages, or both printed and sent in email messages. Customers can also choose receipt options at the point of sale (POS).

If you select either email receipts or both printed receipts and email receipts, you must also specify the receipt profile that is used to send the email receipts.

NoteNote

In Retail essentials, the forms that you use to complete these tasks might include a subset of the controls that are available for other configurations of Retail. If a topic about these forms describes controls that you don't see, it may be because you’re using Retail essentials.

  1. Click Retail essentials > Channels > Setup > Retail parameters.

  2. On the Posting tab, on the Email receipt FastTab, in the Receipt option field, select the default receipt option:

    • POS – Print receipts from the POS register.

    • E-mail – Send receipts to customers in email messages.

    • Both – Print receipts from the POS register and send receipts to customers in email messages.

  3. In the Subject field, enter the default text that appears as the subject line of email message that are used to send receipts.

  4. In the File name field, enter the file name of the email attachment for the recipient. Do not include the file extension.

  1. Click Retail essentials > Customers > All customers.

  2. On the All customers list page, select a customer, and then, on the Customer tab, in the Maintain group, click Edit.

  3. In the Customers form, on the Retail FastTab, select an option in the Receipt option field:

    • POS – The customer receives only printed receipts. The printed receipt is generated from the POS register.

    • E-mail – The customer receives only email receipts.

    • Both – The customer receives both printed receipts and email receipts.

  4. If you selected either E-mail or Both in the Receipt option field, in the Receipt email field, enter the customer’s email address.

  1. Click Retail essentials > Channels > Setup > POS > Profiles > Functionality profiles.

  2. In the POS functionality profile form, select a profile, and then, on the General tab, in the Email receipts group, in the Receipt profile ID field, select a receipt profile.


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