Control Maximum discount given by staff @ POS:- Microsoft Dynamics NAV/BC LS Retail

Maximum Discount @ POS

There are generally requirement in hospitality sector where we want control giving discount @ POS. Example Cashier can give maximum 5% discount at POS but Manager has the authority of giving 10% discount. Let us configure the above scenario. 

-> Staff has authority of giving maximum discount is 5%

-> Manager has authority of giving maximum discount is 10%

-> Staff User ID:- 101

->Manager User ID:- 901

Let us see step to achieve the same.  

Staff Permissions

1. Create a staff with ID 101 and give him Cashier permission. Refer to the below screen for reference.

2. Click on the permission on the Home TAB to set the exceptions.

3. Set the Exception for the Staff 101 Exceptions

Manage Permissions

1. Create a Manager with ID 901 and attach Manager permission to it. 

2. Now to go the manager permissions

3. Set the discount as 10% on Manager permission group

Login to POS with 101(Staff ID)

Try to give more than 5% discount on the POS

Login to POS with 901(Manager ID)

Try to give more than 5% discount on the POS

You can manage so many things with the staff permission group. You can create exception for the staff too.

Please let me know your views on the comment section below. I will love to hear from you. I hope i am doing something useful for beginner who wants to make their career in ERP.

Price Check @ POS-Microsoft Dynamics NAV/BC LS Retail

Price Check @ POS

LS Retail provides option to check the price of the product. There is standard command available for the users to incorporate in button. 

Price Check Command:- PRICECHK

Let us use Price Check functionality in LS NAV. 

1. Open LS Retail client 

2. Check the price for the item

3. Command in check price button

4.  Result of the price check

Add items to POS button :- Microsoft Dynamics NAV/BC LS Retail

"PLU_K" Command:- Adds Item to POS button

This topic is for freshers who are just commenced their learning in LS Retail. Today we would understand how we can add items to POS button. Items are mainly added to POS when we are dealing with restaurant business. In Retail chain or supermarket this is generally controlled by barcode. 

1. Go to Navision LS Retail database and search for Run Client or use the below path.

2. Client will open, Enter User Id and Password.

3. Select the button where you would like to add the item. Right click and then button properties

4. Boom! Now you can select the item on POS by pressing the button

Skip Free Text printing on POS-Microsoft Dynamics Navision/LS Retail

Free Text on customer receipt

In Microsoft Dynamics NAV/BC LS Retail we can control printing of the free text on the customer receipt/Invoice. Free text are generally used in restaurant business where generally waiter send instruction to chef in kitchen for the specific requirement regarding the dish customer ordered. 

This is how free text looks like

But we don't want the free text to be printed on the receipt which we issue customer. Let us see how can we achieve that.

1. Go to the functionality profile which is attached to the store/Terminal and uncheck the following option as shown in below image.

2. POS will not print the extra text on receipt

Compress Lines in POS- Microsoft Dynamics NAV/BC LS Retail

Compress lines in POS

Client always ask question when using LS retail POS about compressing the same lines if same item is scanned more than one time. For example customer buys 5 bottles of soya sauce of American Garden, it should appear as 1 line with 5 quantities in POS instead of 5 lines for 5 quantities. 

Let us see how this can be achieved.

1. Go to the functionality profile which is attached to the Store/Terminal.

  

2. Navigate to the functionality card and tick mark the Compressed when scanned option as shown below

3. Check below the POS line for once compress when scanned is checked and when it is unchecked.

I hope you guys like the post, keep liking and keep sharing. 

How to Skip/Add VAT printing on receipt - Microsoft Dynamics LS NAV/BC

VAT Printing on receipt

We can manage the printing of VAT on Microsoft Dynamics NAV/BC LS Retail.

1. Go to the functionality profile card ( Name of the functionality profile you will find in the store card or terminal card)

2. Now move to the functionality Profile Card and under Amount TAB there is option called skip VAT on Receipt

3. Check the receipt now, it should not have VAT column

How to setup TIPS in Microsoft Dynamics LS NAV/BC?

Tips in Restaurant

In Restaurant business there is lot of tips are given and have you ever wondered how to implement tip in Microsoft Dynamics LS NAV/BC. In LS Retail there is simple option available to configure Tips, Let us see how we can configure it.


1. Go to the store card and then click on cash & Management then tips

2. Configure an income account as shown below

3. Let us make a button on the POS to enter the tips.

4. Command in Tips button

Opening balance Part 1:- Microsoft Dynamics NAV/BC

There are lot of queries come my way from juniors or people who are starting their career in ERP field. 

What are opening balances?

Opening balances are generally the first entry which we enter from start of the financial period. 

Let us see the real ERP life example. Suppose there is company called ABC General Trading LLC. Company ABC is using a local ERP for last 5 years and want to move to new Business Central/Navision ERP beginning of year 2019. As they are already using some local ERP it will have closing balance at the end of year 2018. Suppose there is closing balance of Customer is USD 50,000. There are total 3 customers Active Distribution, Sintech Distribution, Infotech Distribution having balance of USD 25,000, USD 20,000 and USD 5,000 respectively. Let us import there opening balances in Business Central/Navision starting year 2019.

Opening balance format for Navision/Business Central for 3 customers.

Put the above opening balance format in General journal and post them.

Charge late payment fees- Microsoft Dynamics NAV/BC

Late Payment fees/Finance Charge Memo:- We can automate the late payment fees on the customer invoices. Navision has the option of setting up terms for the late payment fees. Let us first setup the Finance Charge terms. Navigate to the finance charge terms to the following path. This finance charge term will be mapped to customer.

What is Late payment fees? 

Late payment fees are the interest or charges which are debit to customers in case the payment for invoice is not received within due date.

Setup Late Payment fees/Finance Charge Terms

Interest rate:- Interest in percentage which is charge to the outstanding invoices.

Interest Calculation Method:- Average Daily balance, calculate the interest charge based on daily closing balance.

Make a sales invoice for the period for which due date already has passed.

Customer ledger entry

Create a Finance charge Memo

New Finance charge memo is created along with the late payment fees. System calculates the value of late payment fees based on finance charge terms which we defined in the previous step.

Issue the Finance charge memo

Posted Finance charge memo