Press Release

Business Central App Upgrade: New Features in Counter Sales v3.1

Insight Works releases Counter Sales v3.1 for Business Central, introducing new features to improve payment processing, sales management, and overall efficiency.

Insight Works, a leading Independent Software Vendor (ISV) specializing in manufacturing and distribution apps for Microsoft Dynamics 365 Business Central, is excited to announce the release of Counter Sales v3.1. This latest version brings new features to streamline check-out processes, improve customer interactions, and maximize sales efficiency at trade desks, parts counters, and smaller outlet stores.

Counter Sales simplifies and automates the management of sales transactions and payments directly within Dynamics 365 Business Central. With a user-friendly interface and seamless integration, businesses handle high volumes of transactions efficiently while improving overall customer satisfaction.

Counter Sales v3.1’s new features enhance payment flexibility, improve cash flow management, and provide better control over return processes, all within the Business Central environment.

Brian Neufeld, Director of Marketing at Insight Works, expressed his excitement for the latest version: “Counter Sales v3.1 represents an important upgrade for businesses looking to enhance their check-out experience. These new features will help companies streamline their sales processes, offer more payment options to customers, and improve overall operational efficiency.”

New Features include:

  • Gift Cards for Improved Sales: Offer customers gift cards directly within Counter Sales, providing more payment flexibility and encouraging repeat business.
  • Detailed Cash Register Reconciliation: Support for dimensions in cash register reconciliations allows you to break down financial entries for better reporting and accountability.
  • Streamlined Payment Applications: Apply payments directly to customer ledger entries from the payment journal, improving cash flow and simplifying payment tracking.
  • Integrated Sales Posting: Trigger Counter Sales posting logic from Business Central’s standard sales and return order pages, API, and warehouse transactions for a more unified workflow.
  • Default Order View for the Quick Sale Action: Specify a default order view for users, making the Take Order Wizard and Quick Sale actions faster and more tailored to individual roles.
  • Enhanced Return Order Processing: Add reason codes directly to return order pages, improving tracking and understanding of return reasons.
  • Improved Deposit Handling in Returns: The updated return order wizard now handles payment lines when using the deposit and replacement order option, making returns smoother.
  • Location Validation for Sales Orders: Receive updated confirmation messages if a location is selected on a sales order line that is not included in your My Locations list, reducing errors in order processing.
  • Simplified Payment Provider Setup: Updated payment provider action images and direct links to configuration pages in Counter Sales Setup simplify the setup of multiple payment providers.
  • Support for Multiple Payment Providers: Utilize the new payment provider type to manage multiple integrations, allowing for greater flexibility in payment processing.
  • Extensible Card Management: Utilize the new Cards Framework to develop handling for rewards or loyalty cards, enhancing your sales and customer engagement options.

Counter Sales v3.1 enables businesses to improve their check-out operations by offering flexible payment options, streamlining return processes, and ensuring better sales tracking. Whether you’re looking to optimize your payment handling or improve customer experiences, Counter Sales v3.1 provides the tools to boost productivity and operational efficiency.

For more information on Counter Sales and to upgrade to the latest version, visit CounterSalesForDynamics.com or contact your Microsoft Partner today.

About Insight Works

Since 2008, Insight Works has been a prominent Independent Software Vendor (ISV), initially specializing in Microsoft NAV before transitioning to Microsoft Dynamics 365 Business Central in 2018. Headquartered in Canada with substantial operations in North America and the Netherlands, Insight Works actively supports European markets. Their extensive network of over 500 Microsoft Partners globally ensures top-tier support and service, facilitating seamless system integration and continuous application enhancement. To learn more, visit www.dmsiworks.com.

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