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Dynamics 365 Community / Blogs / Insight Works Business Central Blog / What’s New in Counter Sales...

What’s New in Counter Sales v3.1 for Business Central?

Brian Neufeld Profile Picture Brian Neufeld
The Counter Sales app from Insight Works is a commercial-grade point-of-sale (POS) solution designed to integrate seamlessly with Microsoft Dynamics 365 Business Central. Tailored for parts counters, trade desks, and smaller outlet stores, Counter Sales simplifies sales transactions, enhances customer interactions, and boosts operational efficiency.

With Counter Sales, businesses streamline their checkout processes, handle payments flexibly, and track sales, all within the familiar environment of Business Central. The app delivers all the essential features for a commercial trade desk POS system while keeping things simple and cost-effective, making the app a must-have for professional salespeople at trade desks and retail counters. 

With the release of Counter Sales v3.1 for Business Central, users benefit from a range of new features that further improve flexibility, payment processing, and overall functionality, ensuring an even smoother and more efficient check-out experience.

Why Choose Counter Sales?

Opting for Counter Sales means equipping your sales counters and trade desks with a reliable, efficient, and highly customizable check-out system. Here’s why Counter Sales stands out:

  • Seamless Integration with Business Central: Counter Sales integrates directly into Business Central, ensuring accurate data and smooth operations without extra software.
  • Efficient Order Management: A simple order entry screen and barcode scanning speeds up transactions and improve accuracy.
  • Flexible Payment Handling: Customers use multiple payment methods like cash, credit cards, or gift cards, enhancing their experience and streamlining cash handling.
  • Improved Cash Flow: Support for deposits and partial payments secures payments earlier while tracking lost sales to boost opportunities.
  • User-Friendly and Cost-Effective: Easy to use, Counter Sales offers powerful features at a competitive price, ideal for small to mid-sized businesses.

What’s New in Counter Sales v3.1?

The latest version, Counter Sales v3.1, introduces several powerful features designed to increase flexibility and improve the overall user experience, making day-to-day retail operations even more seamless:
  • 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.

Upgrade to Counter Sales v3.1 Today

Whether you’re looking to optimize your point-of-sale operations, streamline payment handling, or improve your return order processes, Counter Sales v3.1 for Business Central provides the tools you need to elevate your retail environment. If you’re already using Counter Sales, upgrading to v3.1 ensures you benefit from the latest features designed to boost productivity, enhance customer experience, and improve operational efficiency.

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

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