Have to tried to set up an inventory check at the point of sale. This can be done by creating a validation rule that checks the on-hand quantity of a item at the time of sale and compares it to the quantity being sold. If the on-hand quantity is less than the quantity being sold, the sale can be blocked and a notification can be displayed to the user. Additionally, you can also set stock level alerts on certain items, so that when the stock goes below a certain level, the system will automatically block the sale of that item. You can also set up an inventory check in the product master record to automatically block the item when the on-hand quantity goes below a certain level. This will prevent the item from being sold in all channels (POS, eCommerce, etc.).
To setup inventory check at the point of sale in D365 retail:
- Go to the Retail and Commerce > Channel setup > POS setup > Validation rules.
- Create a new validation rule by clicking on the "New" button.
- Name the validation rule and select "Sale" as the rule type.
- In the "Rule criteria" section, create a new line and select "Inventory" as the field, "is less than or equal to" as the operator, and enter a value of 0 as the constant. This will ensure that the rule only triggers when the on-hand quantity is 0 or less.
- In the "Rule actions" section, create a new line and select "Block transaction" as the action. This will prevent the sale from being completed.
- In the "Rule messages" section, create a new line and enter a message that will be displayed to the user when the rule is triggered. For example, "This item is out of stock."
- Save the validation rule.
You will also need to activate this validation rule on the POS terminal, by going to Retail and Commerce > Channel setup > POS terminals > All POS terminals. Then select your terminal and activate the validation rule.
To set stock level alerts on certain items:
- Go to Retail and Commerce > Products > Products, select the product you want to set the alerts on.
- In the product's form, scroll down to the "Inventory" section, you will see a field "Reorder point" and "Safety stock level".
- Enter the desired level in "Reorder point" and "Safety stock level" fields.
- Save the changes.
Now, when the stock goes below the level set in the "Reorder point" or "Safety stock level" fields, the system will automatically block the sale of that item.
Hope this helps.
