POS Core

Purpose

BE-terna POS extends Microsoft Dynamics 365 Business Central with a full point-of-sale solution for brick-and-mortar retail. This documentation brings together setup, daily cash register operations, reporting, and data transfer so that users and key users can follow the business flow from cash register master data to importing receipt data into Business Central.

Business Value

• Covers the complete cash register process: from basic setup and cash register master data through sales and cash register closing to import into finance.
• Allows cash-register-specific, store-specific, or global assignment of resources, item categories, VAT, reservations, and complaint reasons.
• Provides fiscalization, e-receipt, and tax-free processing for legally compliant cash register processes.
• Lets you customize the cash register user interface and key layout with the Designer.
• Archives receipts, fiscal transactions, and cash register transactions traceably and makes them available for reporting.
• Introduces new key users to a complete scenario from prerequisites through cash register start and item sales to cash register closing.

Content Focus

Setup

Setup covers basic setup, cash register master data, cash register configuration, terminals, devices, receipt layout and text, payment methods, discount reasons, vouchers, campaigns, as well as fiscalization, e-receipt, and tax-free. It provides all the master data and templates needed for daily cash register operations.

Cashiering

Cashiering describes the operational sales process: cash register start, sales, cash register closing, and the cash register journal. It shows which functions are available at the cash register and how a receipt flows from login to completion.

Assignment

Assignment is used to allow or exclude resources, item categories, VAT, reservations, complaint reasons, and locations on a cash-register-specific, store-specific, or global basis.

Archive

The archive stores receipts, cash register transactions, fiscal transactions, voucher and campaign entries, and counts and protocol entries in an audit-proof and traceable way.

Designer

The Designer lets you customize the cash register user interface and key layout so the cash register can be adapted to store-specific requirements.

Data Transfer

Data transfer describes replication, synchronization, and web service integration used to exchange cash register master data between Business Central and the cash registers.

Reporting and Analysis

Reports and analyses such as receipt, salesperson, and voucher reports make cash register data accessible for follow-up and analysis.

Process Catalog

The process catalog walks through prerequisites, cash register start, item sales, and cash register closing as a complete cashiering process and is a good starting point for new key users.

Result

• You know the business focus areas of POS Core within Business Central.
• You can use the documentation by setup, cashiering, assignment, archive, designer, data transfer, reporting and analysis, and the process catalog.
• You know which topic areas belong together for master data, daily cash register operations, and follow-up.