POS button Access - Microsoft Dynamics LS NAV

In LS Retail POS we can assign the permission to button, If user has the specific permission then the button would be enabled otherwise it would be disabled. Without wasting much time, let get to the business.

1. Search for staff permission group in the search bar

2. Create a permission called SPEC PERM, Put in description as special permission.

3. Assign this permission to the staff to whom you want to assign permission of button in LS NAV

4. In my case i have permission to staff 101 as special permission.

5. Now run client with the super user (Super user:-Which as design rights in the POS Client)

6. I have created a button called Complimentary 100% Discount. This button would allow user to give 100% discount in the POS transaction.

7. Assign permission to the 100% complimentary button.

7. Requirement is only staff 101 say manager has only right to give this discount. So unless staff 101 logins the Complimentary 100% discount would be disabled.

8. Refer to below screen where staff 9999 login and the button is shown as disabled.

9. Now login with staff 101 the button would have necessary permission.

Recipe - Explode at Posting - Microsoft Dynamics LS NAV

I

n the hospitality industry recipes are made and then sold at POS. Recipes are made with predefined ingredients. There is option of producing recipe, so that recipe ingredients are consumed and recipe portions are produced. In LS Nav there is option of not producing the recipe in system but exploding it or producing at the time of statement posting. In brief just make the recipe card and attached all the ingredients to it.

1. Open any recipe card and attached ingredients to it. refer to the below screen for your reference.

2. In General TAB of recipe Card, Put the BOM Method as Explode at Posting. This will explode the BOM at the time of posting of statement. Explode at posting means recipe will be produced, ingredients will be consumed and sale of recipe will be recorded. This all transactions you can find at Item ledger Entry table.

Explanation of other option in BOM method is available here

ILE transactions which will be posted for the recipe which is shown below after statement is posted 

Inventory Look up -Microsoft Dynamics LS NAV

This is going to be one of the most talked about topic in LS NAV.  There is always a requirement for the store people to see their store inventory and other store inventory as well. LS NAV has feature called Inventory Lookup which would aid in setting up the functionality. Let us not waste much time and get on to the business.

1. Search for Inventory lookup profiles
2. Create Inventory lookup profile and name it ALL, refer to the image below

3. Go to the store card and attached inventory lookup profile to the location profile field and check mark the Inventory Lookup field.

4. Next step is go to the Item category and check mark the POS inventory Lookup field.

5. Go to the functionality profile which is mentioned in store, move to the Transaction server and web services TAB . Put HO in the Inventory lookup field. This way store database would know from where the inventory information would be pulled from.

6. Now go to the store card-> Actions->click on Update POS Inventory lookup, This would update the records from HO to store database.

7. Now open POS and click on Inventory Lookup. It will open the list of items.

8. List of items are opened

9. click on Inventory button on the left pane, This will open the inventory related to other stores as well

Let me know how you feel about the topic, appreciate your feedback.

POS AUTO LOG OFF-Auto Log-off in POS terminal and Exit after each Transaction in Microsoft Dynamics LS NAV

This is my next blog, which is going to be brief read.

Auto Log off

If you want the functionality of auto log off after some ideal time. It can achieve by just putting value in Autologoff After(Min.) field.

1. Open a terminal card, for which you want to enable the Autolog off.
2. In General Tab, Put the number of minutes after which you want the POS system to Logout automatically.

3. If POS terminal is ideal for number minutes mentioned in POS terminal card. It will get Log off automatically

Exit after each Transaction

Similarly if you want the POS terminal to exit after each transaction, the same can be achieved by putting the check on the Exit After Each Trans. field. Refer to the below image for reference

Delivery charges-How to charge Delivery charges from customers in Microsoft Dynamics NAV LS Retails?

Suppose you run restaurant, which runs on the Microsoft dynamics NAV LS retail. You want to make a provision to charge the delivery charges from the customer if you are making a home delivery. Let us see how can we achieve this LS Retail.

1. Go to the store card
2. Then click on Navigate->Cash & Safe management->Income/Expense Account

3. Create New Income account as shown in the following image.

4. Now go to the POS screen and create a button.

5. In the button properties below information should be filled

6. Click on the button to charge the delivery charge as 10.5.

After Midnight Sales-How to record Mid-Night sales in previous day sale-Microsoft Dynamics NAV LS?

Retail Calendars

We are going to discuss a scenario where we need to do sales after mid night but the sale should reflect in the previous day sale. Typically scenario happens in hospitality industry where Night Bar or high end restaurant are open till 3 in the morning. Let us see how can we achieve this in LS NAV 2018.

We are going to use functionality which is available in LS NAV 2018 called Retail Calendars. We can attach the retail calendars in the store card with opening and closing timing along with it.

Lets start!

1. In the search bar, type retail calendar
   

2. Create new calendar and put the following information. Calendar Type as Opening Hours, Goup type as Store.

3. In the Opening hours tab put the starting date, Ending date and time from and time to. Make sure Midnight Open boolean is checked. Please refer to the below screen.

4. The same way put the information in the Closed Tab, Put the starting date, ending date and closing hour time.

5. Go to the store card and select the retail calendar which you created in above step. Now once you select the above calendar it will record the sale after mid night as previous day sale. You can try passing transaction after 12 AM it will pass transaction in the previous day sale.

I hope you liked the topic and comment if you feel so.

Item Availability - Microsoft Dynamics NAV LS

Item Availability - Microsoft Dynamics NAV LS 2018

Item availability is a feature available in LS NAV hospitality module. It helps the chef to put the number of Portion that will be available for the day. Please refer to the below image.

How to set Item Availability

There are couple of things which need to be done in order to accomplish it.

A. Make Item availability button

B. Refer to the Item button properties and change the Glyph properties

A. Make Item availability button

1. Create a button with command called Set Item Availability

2. This command will help you to put the number of portions for the item

B. Refer to the Item/Recipe button properties and change the Glyph properties

1. Right click on the recipe and select the button properties 

2. Go to the Glyphs TAB and change the Glyps properties as shown in below screen. TE-R00102 is recipe/Item code.

Let us set Item availability for one of the recipes

1. Click on Set Item Availability 

2. Once you click system changes the state from Sales to Stock. Refer to the below screen shot.

3. Click on the recipe for which you want to set the Number of portions.

This finishes the article for Item availability,Please feel free to leave comment or email me @ Sameervirmani1986@gmail.com