How to set up a mobile POS in Microsoft Dynamics 365 for Retail

March 19 2019

A mobile POS is a smartphone, tablet, or dedicated wireless device that performs the functions of a cash register or electronic point of sale terminal (ePOS). Mobile point-of-sale  technology has moved the point of sale from a brick-and-mortar location to wherever you need to complete a sale. mPOS solutions let you harness the power of a smartphone or tablet to accept payments on the spot.

In my work with CloudFronts Technologies, I had a chance to put the process of mobile POS setup  with Dynamics 365 Finance and Operations for Retail to the test, working with House of Sonee Sports, the largest sporting goods retailers in Maldives.

CloudFronts consulted and deployed the D365 platform across 15 stores across the Maldives and integrated their 'BigCommerce platform' with D365. Apart from this, the project also included migration from their existing AX 2012 R3 platform to D365FO and Retail on the Microsoft cloud for increasing operational efficiency. Sonee Sports wanted to drive the customer journey from online to in-store and hence they sought to leverage D365 for this digital transformation. This is among the first major retailers in Asia to get equipped with integrated mobile POS solutions. It allowed Sonee Sports to drive a 22.5 percent ROI and receive real time data to improve their efficiency.

In this article, I'll explain the process so that you can do it too.

Step 1: Create a new Register.

Step 2: Set up the following configurations:

  1. Hardware profile
  2. Visual profile
  3. Financial dimensions
  4. Screen layout

screen_layout

Step 3: Screen layout

  1. Create a new screen layout
  2. The type for the screen layout will be Modern POS – Compact
  3. Width and height should be set as 480x850 pixels
  4. Button grids can be set based on requirements

button_grids_set_based_on_requirements

Step 4: Create device

  1. Select the application type for the device as Retail Cloud POS
  2. Mention the register number

Step 5: Configure the hardware station inside the store setup

  1. Add a new line for mobile device
  2. Select the hardware station type as shared
  3. The host name will be the static IP address of the system

host_name_is_static_ip_address_of_system

Step 6: Activation of POS

  1. The steps are the same as activating Cloud POS
  2. On the register page click on device select. The application type of this device is "Retail Cloud POS." This means it is CPOS, a browser-based POS. It requires internet connectivity throughout.   Activation status is pending, and validation status is not run.
  3. Change the activation status from pending to activated and click on validate devices for activation.

change_activation_status_from_pending_to_activated

device_activated_successfully_message

checking_server_connectivity

Step 7: Installation of the hardware station

  1. Enable IIS on the system.
  2. Create an SSL certificate
  3. Download the hardware station setup in the system
  4. Resolve the prerequisites
  5. Select the SSL certificate that you created and test the connection

Step 8: Configure of shared shift in D365FO for Retail

A "shared shift" configuration lets retailers have a single shift across multiple registers, cash drawers, and users. As Microsoft explains:

A shared shift has a single starting amount and a single closing amount that are summarized across all cash drawers. Shared shifts are most typical when mobile devices are used. In this scenario, a separate cash drawer isn't reserved for each register. Instead, all registers can share one cash drawer.

The setup is as follows:

  1. Go to Retail –> Channel setup –> POS setup –>POS profile –> Hardware profile –> Drawer –>Enable shared shift option
  2. Go to Retail –> Workers–> Select the user and go to the retail tab.
  3. Go to POS permission and select the appropriate permission group and assign it to the user
  4. Make sure that the user must have "Allow manage shared shift and allow use shared shift" permissions enabled
  5. Save the changes
  6. Go to distribution schedule and run the job for register and staff

Note: Only one shared shift can be opened at a time in each store

Step 9: How to use shared shift in a store with two or more terminals in D365 for Retail

Note: Before using shared shift make sure that all the existing shifts at all the POS terminals of the store are closed.

  1. Login with the user ID at the main MPOS terminal.
  2. Open a new shift
  3. Now login at all the other terminals of the store
  4. Select the option: Resume an existing shift
  5. Perform sales and other functions on all the devices
  6. At the end of the day before closing the shifts make sure that all the users have logged off from the other terminals except Main MPOS.
  7. On the Main POS: Close the shift

These processes can help you swiftly setup a mobile POS environment for your organization—or client—helping achieve a more flexible approach to selling.

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About Naithika Shetty

Naithika Shetty is a Software Engineer and works in the Dynamics 365 Retail and F&O department in CloudFronts Technologies. Right from the beginning, she has extensive curiosity and penchant for financial applications and this is the obvious reason why she is carving a niche for herself and contributing to CloudFronts’ D365 Finance and Operations. Apart from these, she is also an independent contributor to several blogs and communities.

CloudFronts is a Microsoft Certified Gold Partner which offers complete Dynamics 365 (CRM, Operations and Financials) implementations, Power BI Analytics, Office 365 and Azure Infrastructure services. The team has deep expertise in delivering and supporting the customers through all aspects of their implementation from strategic technology consulting and roadmap, requirements assessments, project implementation, training, migration to post go live managed services and support. CloudFronts’ commenced its operations in the year 2012 to empower organizations around the world, do more with technology.

Check out our customer success story here - https://www.cloudfronts.com/customer-success/

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