• Home
  • About Us
  • Contact Us
  • Privacy Policy
  • Special Offers
Business Intelligence Info
  • Business Intelligence
    • BI News and Info
    • Big Data
    • Mobile and Cloud
    • Self-Service BI
  • CRM
    • CRM News and Info
    • InfusionSoft
    • Microsoft Dynamics CRM
    • NetSuite
    • OnContact
    • Salesforce
    • Workbooks
  • Data Mining
    • Pentaho
    • Sisense
    • Tableau
    • TIBCO Spotfire
  • Data Warehousing
    • DWH News and Info
    • IBM DB2
    • Microsoft SQL Server
    • Oracle
    • Teradata
  • Predictive Analytics
    • FICO
    • KNIME
    • Mathematica
    • Matlab
    • Minitab
    • RapidMiner
    • Revolution
    • SAP
    • SAS/SPSS
  • Humor

Screen Layouts and Button Grids for Point of Sale within D365

November 24, 2018   Microsoft Dynamics CRM
point of sale 300x225 Screen Layouts and Button Grids for Point of Sale within D365

In today’s blog, we explain how to set up screen layouts and buttons grids for the Point of Sale (POS) device within Dynamics 365 for Retail. The idea is to capture your business functions on the screen layouts – and maybe even have a little fun in designing it to your exact specifications.

The first steps are determining your screen layout size and setting up your welcome screen. This feature enables you to create the overall design for your POS device. Here’s how it works…

Setting Up Screen Layouts

To begin the process of setting up your screen layout, navigate to Retail > Channel setup > POS setup > POS > Screen layouts.

1. Click +New, and in the Screen layouts popup window, enter Screen layout ID and Name. Leave Default start screen as Welcome screen.

111618 1950 ScreenLayou1 Screen Layouts and Button Grids for Point of Sale within D365

2. Under LAYOUT SIZES, click +Add. Under Name, select PC1366x768. Note that we chose this size for our example because it fits the POS terminal we’re configuring – other layout sizes fit other POS terminals (tablets, PCs, etc.)

3. Click Save.

4. With your newly-created layout screen highlighted (as shown below), click Layout designer.

111618 1950 ScreenLayou2 Screen Layouts and Button Grids for Point of Sale within D365

The Layout Designer feature provides insight into the design of the screen. Once logged in, you will see a blank page, like the one shown below.

111618 1950 ScreenLayou3 Screen Layouts and Button Grids for Point of Sale within D365

From here, you can add several screens. The main concept is to create a transaction screen where you can perform tender actions. You can also add functions to help you capture customer information and perform customer orders. By selecting desired the options on the left-hand side and dragging them onto the Layout Designer, you can build the POS screen and its functionality, as shown in the example below:

111618 1950 ScreenLayou4 Screen Layouts and Button Grids for Point of Sale within D365

Setting Up Button Grids

To begin the process of setting up your button grids, navigate to Retail > Channel setup > POS setup > POS > Button grids.

1. Click +New, and in the Button grids popup window, enter Button grid ID and Name. In the General section, leave the default settings.

111618 1950 ScreenLayou5 Screen Layouts and Button Grids for Point of Sale within D365

2. Click Save.

3. Click on Designer to reveal the page below. Click Open and enter your credentials. It is important to note that every time you enter a button grid you will be prompted to log in with your credentials.

111618 1950 ScreenLayou6 Screen Layouts and Button Grids for Point of Sale within D365

111618 1950 ScreenLayou7 Screen Layouts and Button Grids for Point of Sale within D365

4. Once you’ve logged in and entered the Button grid design screen, click New design, as shown:

111618 1950 ScreenLayou8 Screen Layouts and Button Grids for Point of Sale within D365

In the Button grid setup popup window, enter the number of columns and rows you desire for the Welcome and Transaction screens.

5. Right-click on any button to reveal a popup window in which you define button properties. In the Action dropdown menu, customize each button to a function you require, like Add Coupon Code, Add Loyalty Card, Create Retail Transaction, Issue Credit Memo, Bank Drop, and many others. You can also select images, font size, back color, button size, and more.

111618 1950 ScreenLayou9 Screen Layouts and Button Grids for Point of Sale within D365

Here’s an example of an in-progress button grid:

111618 1950 ScreenLayou10 Screen Layouts and Button Grids for Point of Sale within D365

Connecting It All

Once you’ve created your transaction screen and button grids, it’s time to link your button grids to your screen layout. To do so, go back to your Screen layouts window and scroll down to see the Button grids field.

111618 1950 ScreenLayou11 Screen Layouts and Button Grids for Point of Sale within D365

Button grids are used to outline business functions that will be used in the POS. They can also be tailored towards your company’s business actions.

111618 1950 ScreenLayou12 Screen Layouts and Button Grids for Point of Sale within D365

Once you’ve entered your button grids, images are another available feature for the design your POS. These images will appear on your log-in screen and on your POS unit background. Here are some example images that can be shown:

111618 1950 ScreenLayou13 Screen Layouts and Button Grids for Point of Sale within D365 111618 1950 ScreenLayou14 Screen Layouts and Button Grids for Point of Sale within D365 111618 1950 ScreenLayou15 Screen Layouts and Button Grids for Point of Sale within D365

Here’s the screen from which you can select images:

111618 1950 ScreenLayou16 Screen Layouts and Button Grids for Point of Sale within D365

POS Functionality Profiles

POS Functionality Profiles are also available to help standardize and differentiate functionality that is available to a regular or standard POS device versus a kiosk that requires different functionality. These Functionality Profiles help to easily provide the functionality needed at different points in the retail process.

Summary

Before designing your screen layout and button grids, it is considered an important best practice to first outline the business functions that will be used on your POS unit. It is important to determine tender actions, customer actions, loyalty actions, and discounting. Take into consideration all business process flows that will affect your POS functionality. This will provide the overall infrastructure and give you the foundations to build out a successful POS.

We hope this little tutorial was helpful. Follow our blog for more Dynamics 365 posts!

Happy D365’ing!

Let’s block ads! (Why?)

PowerObjects- Bringing Focus to Dynamics CRM

Button, D365, Grids, Layouts, Point, sale, Screen, within
  • Recent Posts

    • Accelerate Your Data Strategies and Investments to Stay Competitive in the Banking Sector
    • SQL Server Security – Fixed server and database roles
    • Teradata Named a Leader in Cloud Data Warehouse Evaluation by Independent Research Firm
    • Derivative of a norm
    • TODAY’S OPEN THREAD
  • Categories

  • Archives

    • April 2021
    • March 2021
    • February 2021
    • January 2021
    • December 2020
    • November 2020
    • October 2020
    • September 2020
    • August 2020
    • July 2020
    • June 2020
    • May 2020
    • April 2020
    • March 2020
    • February 2020
    • January 2020
    • December 2019
    • November 2019
    • October 2019
    • September 2019
    • August 2019
    • July 2019
    • June 2019
    • May 2019
    • April 2019
    • March 2019
    • February 2019
    • January 2019
    • December 2018
    • November 2018
    • October 2018
    • September 2018
    • August 2018
    • July 2018
    • June 2018
    • May 2018
    • April 2018
    • March 2018
    • February 2018
    • January 2018
    • December 2017
    • November 2017
    • October 2017
    • September 2017
    • August 2017
    • July 2017
    • June 2017
    • May 2017
    • April 2017
    • March 2017
    • February 2017
    • January 2017
    • December 2016
    • November 2016
    • October 2016
    • September 2016
    • August 2016
    • July 2016
    • June 2016
    • May 2016
    • April 2016
    • March 2016
    • February 2016
    • January 2016
    • December 2015
    • November 2015
    • October 2015
    • September 2015
    • August 2015
    • July 2015
    • June 2015
    • May 2015
    • April 2015
    • March 2015
    • February 2015
    • January 2015
    • December 2014
    • November 2014
© 2021 Business Intelligence Info
Power BI Training | G Com Solutions Limited