Modern workflows in POS

This article describes modern workflows in POS that improve the usability, extensibility, and accessibility of Microsoft Dynamics 365 Commerce Store Commerce.

The Dynamics 365 Commerce team is modernizing the POS by transitioning to the React framework and Fluent Design. The React framework enables mobile-optimized modern workflows, simplifies extensibility, and complies with accessibility requirements across browsers and all Store Commerce applications. Fluent Design complements the React framework by bringing visual clarity and consistency, creating a more intuitive experience for users of all abilities and improving accessibility out of the box.

The transaction page is the most used page on the POS, and is the first page to be moved to the React framework and Fluent Design to implement modern workflows for faster checkout.

Prerequisites

To transition to the modern workflows on POS, the following prerequisites must be met:

• You must be running Commerce version 10.0.40 or later. For React-based controls on the transaction grid, version 10.0.44 or later is required.
• You must enable the Enable Modern Transaction Grid in POS Transaction View feature in Commerce headquarters.

To enable the Enable Modern Transaction Grid in POS Transaction View feature in Commerce headquarters, follow these steps.

1. Go to the Feature management workspace (System administration > Workspaces > Feature management).
2. Search for the Enable Modern Transaction Grid in POS Transaction View feature, and then select it.
3. In the right pane, select Enable now.
4. Go to POS visual profiles (Retail and Commerce > Channel setup > POS setup > POS profiles > POS visual profiles).
5. For each visual profile, set the Modern transaction grid option to Yes. This setting allows you to roll out changes to specific registers as needed.
6. Run the Registers (1090) job to implement the change in POS.

Feature availability

The Commerce 10.0.44 release includes:

• React-based controls on the transaction page.
• Inline actions on the transaction grid.
• Inline quantity update on the transaction grid.
• Loyalty upsell prompt.

The Commerce 10.0.43 release includes:

• Toast notification framework.

The Commerce 10.0.42 release includes:

• Fluent Design on transaction, numpad, customer card, and button grids.
• Product images in the cart view.

The Commerce 10.0.40 release includes:

• Streamlined workflow for adding items to cart.
• Ability to configure the display of search results.
• Reset of button grids at the end of a transaction.
• Ability to reprint receipts from a journal.
• Payment workflow improvements.

The following sections describe the capabilities in more detail and the additional configuration that may be needed.

Inline actions on transaction grid

Inline actions on the transaction grid are available for common line actions such as void product, return item, line discounts, price override, coupons, line comment, and change unit of measure. The order of display of the inline actions is by frequency of use for each register and is automatically ordered based on usage.

To launch the inline actions list, hover over a line on the transaction grid and select the 3 dots (…). On mobile and touch devices, inline actions can be accessed by long-pressing the line on the transaction grid, which provides a more intuitive mobile-optimized experience.

There's an option for a more extensive list of line actions. To access more line actions, you must enable the Enable advanced inline actions feature in the Commerce headquarters Feature management workspace (System administration > Workspaces > Feature management).

Inline actions remove the need for nested buttons to access line operations, allowing for a cluster-free transaction page with fewer buttons.

This feature is available starting with the Commerce 10.0.44 release. Extensibility and customization of the line actions that can be included is planned for future releases.

Inline quantity update on transaction grid

To change the item quantity, select or tap the quantity directly within the transaction grid. This action reduces the number of clicks and removes the need to navigate nested buttons, providing a quick and intuitive workflow.

This feature is available starting with the Commerce 10.0.44 release.

Payment capture improvements

Payment workflows in the POS application are redesigned for all payment methods, providing a consistent and enhanced user experience. Learn more about the payment capture improvements in Check out faster with optimized payment flows.

This feature is available starting with the Commerce 10.0.40 release.

Toast notification framework

The new toast notification framework brings flexible, real-time alerts to Store Commerce. With full extensibility support, this framework can be extended to customize your own store notifications to meet your unique business needs. Use the Toast notification framework to quickly share policy updates with store associates, flag low-stock items for restocking, and alert staff when customers request assistance from in-store kiosks.

Learn more about the toast notification framework in Offline reliability toast notifications in the Store Commerce app - Commerce.

This feature is available starting with the Commerce 10.0.43 release.

Loyalty upsell prompt

The loyalty upsell prompt empowers store associates with the right information at the right time to inform customers about how close they are to reaching their next loyalty tier. This prompt can drive continued customer engagement to unlock new benefits, leading to increased average order value through strategic upselling.

This feature is available starting with the Commerce 10.0.44 release. Learn how to enable this feature in Loyalty upsell prompt feature in POS.

Product images on transaction grid

Product images can now be displayed on the transaction grid.

Make sure to correctly set up and manage images for Store Commerce for this feature to work. Learn more in Set up and manage images for Store Commerce.

This feature is available starting with the Commerce 10.0.42 release. To enable this feature in your environment, contact Microsoft support.

Streamlined workflow for adding items to a transaction from the product page

Two new workflows are introduced in the Commerce 10.0.40 release to handle situations where you add an item to the cart from the product description or search results page.

The first workflow shows a confirmation dialog that clearly indicates that the item was successfully added to the cart. You can then continue to browse for products. This workflow is suited to assisted-selling scenarios where store associates browse and add many items to the cart.

The second workflow lets you immediately go to the transaction page after you add an item to the cart so that you can continue with the transaction process. No confirmation dialog is shown.

Starting with the Commerce 10.0.40 release, you can select between the two workflows via a configuration option in the POS visual profile in Commerce headquarters.

To bypass the confirmation dialog and always go to transaction page after you add an item, in headquarters go to POS visual profiles. In the General section, in the Product details page subsection, set the Bypass Item added dialog option to Yes. To show the confirmation dialog box, set the Bypass Item added dialog option to No.

Configure the display of search results

In the POS visual profile in headquarters, you can configure the phone view port default view for the display of search results for products, customers, and categories. Previously, the list view was the default view. Starting with the Commerce 10.0.40 release, search results in the phone view port can be shown in a card view by default to allow for easy product browsing. This update will be made available for other view ports in future releases.

To set your preference for the default search view, in headquarters, go to POS visual profiles. In the General section, in the Search view subsection, set the Default view field to List view or Card view.

Reset button grids at the end of a transaction

With this feature, the default button grid that is assigned to the first tab is restored when a transaction is completed, suspended, or voided. This feature helps reduce confusion and the number of clicks that are required when a store associate handles multiple transactions. This feature is enabled by default for all users and is available starting with the Commerce 10.0.40 release.

Reprint receipts from a journal

To reduce the number of clicks that are required to reprint receipts, the Print receipt button is available at the bottom of the Show journal screen. To reprint receipts, select the journal and Print receipt in a single click. This feature is available starting with the Commerce 10.0.40 release.

Enhanced date picker

To enable intuitive interactions, the date picker in the Store Commerce app is updated to a React control. This feature is available starting with the Commerce 10.0.39 release.

Persist the zoom level

Store associates can persist their zoom settings, eliminating the need to readjust the display each time the application is opened. This feature is especially useful for kiosk mode users without a keyboard and mouse.

This feature is available starting with the Commerce 10.0.39 release.

Extensibility

The modernization and move to React-based controls on the transaction page keeps full parity with existing extensibility capabilities. Custom columns, fields, and controls continue to work as expected, making it easier to adopt the new experience without extra development effort.