Counter Sales v3.3 Delivers Smoother Trade Desk Workflows in Business Central

Insight Works, a leading Independent Software Vendor (ISV) specializing in manufacturing and distribution apps for Microsoft Dynamics 365 Business Central, is pleased to announce the release of Counter Sales v3.3. The latest version delivers refinements that simplify workflows for trade desks, parts counters, and industrial retail environments while reinforcing Insight Works’ focus on professional retail excellence.

Built directly within Microsoft Dynamics 365 Business Central, Counter Sales provides a purpose-built point-of-sale solution for organizations managing walk-in, phone-in, or counter-based transactions. Version 3.3 introduces user experience and performance improvements that enhance daily operations, reduce manual steps, and maintain seamless integration with Business Central.

“Counter Sales v3.3 continues our focus on refinement and reliability,” said Brian Neufeld, Director of Marketing at Insight Works. “These updates make day-to-day processes at trade desks and parts counters smoother and more intuitive, helping users focus on their customers rather than the system.”

New Features in Counter Sales v3.3

Version 3.3 introduces targeted updates that improve accuracy, flexibility, and ease of use:

• Streamlined Deposit Handling: Automatically apply deposits to sales orders as payments once posted, ensuring smooth and accurate financial processing without extra steps.
• Refined Contact Search Control: Gain flexibility with cross-column searches within the Enhanced Contact Search, simplifying the search process.
• Simplified Purchase Order Creation: Easily create purchase orders directly from the Counter Sales Order page.
• Automatic App Integration: Product Configurator and Order Ship Express actions now appear automatically on the Counter Sales Order page when those apps are installed.
• Cash Register Dimensions: Define default dimensions for cash registers used in reconciliations, improving accuracy in financial tracking and reporting.
• Flexible Return and Replacement Processing: The return order wizard now supports simultaneous refund and replacement order creation, streamlining complex customer transactions.
• Smarter Device User Posting: Updated logic improves how device users interact with the posting process, maintaining consistency across terminals.
• Customizable Receipt Printing: Cash register receipts now let users select which copies—customer, merchant, or both—to print, ensuring operational flexibility.
• Visual Confirmation on Quick Scan: The Quick Scan page now displays an item picture FactBox instead of an in-page picture for the last scanned item, increasing space for sales lines.
• Integrated Order Receipt Management: Order receipt report selection has moved into Business Central’s standard report selections, with an added email action from the Counter Sales Order page.
• Refined Navigation Logic: Enhanced navigation and document lookup logic improves performance when adding or finding related document entries.
• Updated Sales Statistics Access: The Counter Sales pages now use Business Central’s latest sales order statistics action for clearer financial insights.
• Improved Document Copying Process: Updated handling of copied Counter Sales documents ensures successful posting of invoices and credit memos across all actions.
• Broadened Extensibility Options: Additional public events and procedures enhance flexibility when extending barcode processing, contact searching, pricing overrides, and return order processing.
• Enhanced User Permission Framework: Indirect table permissions have been added to payment posting codeunits, making user permission setup more efficient and secure.
• Simplified User Workflow: Reduced prompts when adding selections from contact sales history or creating lost sales, enabling faster, smoother order entry.
• Optimized Application Experience: Outdated actions, procedures, and reports have been removed to provide a cleaner, more efficient user environment.

These enhancements build on the foundation of Counter Sales’ professional retail capabilities, ensuring smoother order entry, faster payment processing, and more accurate reporting.

A Continued Focus on Professional Retail

Since its launch, trade desks, industrial counters, and B2B retail operations have relied on Counter Sales for the precision of Business Central without the complexity of traditional retail systems. With support for barcode scanning, multi-payment processing, deposits, and integrated cash handling, Counter Sales remains the right-sized point-of-sale solution for professional environments.

Availability

Counter Sales v3.3 is available now on Microsoft AppSource. For more information, visit POSforDynamics.com or contact your Microsoft Partner today.

About Insight Works

Insight Works is a leading Independent Software Vendor (ISV) dedicated to creating apps exclusively for Microsoft Dynamics 365 Business Central. Insight Works specializes in the manufacturing and distribution industries and provides innovative solutions that streamline operations and enhance productivity for businesses worldwide. With a vast reseller network comprising over 750 global Microsoft Partners, Insight Works ensures its apps are accessible and supported wherever businesses operate. Headquartered in Canada, Insight Works also maintains a regional office in the Netherlands, strengthening its global reach and commitment to localized support. Learn more at https://dmsiworks.com.