web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Microsoft Dynamics AX (Archived)

Retail POS customer mandatory for transaction

(0) ShareShare
ReportReport
Posted on by 35

Hi,

Any help to make customer selection in POS mandatory before making sales transactions. 

Thanks. 

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    guk1964 Profile Picture
    10,888 on at

    In effect it is - i.e. typically set up as a default customer for all sales.

    if you want to select a. n. other customer you can - but only the operator entering the transaction will know whether it is a walk in /default customer or a specific customer and the pos will not validate if they select the right Cus id - it will not know.

    if you have a loyalty card system, or a an on account sale  then the customer is more likely to want to be identified on the transaction, and then maybe the system can validate against e.g. a mobile number. For on account they will not get credit unless the specific account is chosen.

    .

  • Yousef Sh Profile Picture
    35 on at

    Hi magic1949,

    We have a loyalty campaign and most likely the operator will miss entering customer or loyalty card number and therefore points won't count, I've searched everywhere to make this as a validation but it seems more of customization that i need help with.

    BR

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Joris dG Profile Picture

Joris dG 5

#2
Andrew Jones a1x Profile Picture

Andrew Jones a1x 2

#3
Basit Profile Picture

Basit 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans