Tag Archives: Point of Sale

Process EMV Transactions In Microsoft Dynamics 365 For Operations (Dynamics AX)

System Solutions has developed a new integration for Microsoft Dynamics 365 For Operations, previously called Microsoft Dynamics AX, which allows users to process EMV chip and pin transactions. The Microsoft Dynamics 365 For Operations (Dynamics AX) EMV Integration allows retailers, wholesalers, and distributors to process various types of EMV transactions, including sales, returns, voids, and more.

Since 2015, retailers have been changing their method of credit card processing to EMV to comply with regulations. This integration makes it easy for Microsoft Dynamics 365 For Operations users to do the same. More capabilities include:

EMV processing for Microsoft Dynamics 365 For Operations is supported by the following processors: Mercury, first Data, TSYS, Sterling, Worldpay, Heartland, Chase Paymentech, Global Payments, Vantiv, and more.

If you would like to learn more about the Microsoft Dynamics 365 For Operations (Dynamics AX) integration from System Solutions, please read the brochure, watch it in action, or talk to a sales representative by emailing us or calling 860-781-6470.

Why Should Retailers Use The Task Recorder In Microsoft Dynamics AX?

In Microsoft Dynamics AX, there is a unique Task Recorder function. This tool allows you to record any process within the POS system or the Back Office. Processes ranging from Adding a ship-to address for a POS transaction to Invoicing a customer account from a service order can be recorded, saved, and referenced in the  future. The Task Recorder not only automatically  generates a video of the process, but also a Word document with each step detailed and screen shots included.

task-recorder-market-and-sell-products

How can this tool help my business?

Training employees can be time consuming and difficult, especially when teaching the ins and outs of a POS or ERP system that a new employee has never used before. Hands on training is valuable, there is no doubt about that. But for new team members who may not have experience using POS system, remembering all of the steps for each function can seem daunting. The Task Recorder makes it easy for new or seasoned employees to view steps for any process at any time.

Standardization is hard to maintain for some retailers when managers have different preferences or ways of doing things. One manager may store information under a customer’s name, while another manager is storing information under the customer’s company title. Recording the process using the Task Recorder will show the standard way to complete the process, thus increasing standardization.

Time Saving activities are something all businesses can benefit from (time is money, right?) Let’s say you have hired a new store manager, and it is her first time completing payroll by herself. You have shown her the process step by step a few times, and have answered any questions that came up. However, while completing the task, she forgets how to do one step. Without the Task Recorder, this manager would either have to look online for solutions, call other managers and hope they are available to help, or push off payroll until another manager comes in the next day. With this recording capability, she can simply look under ‘Payroll” in the Task Recorder, and watch a video that you have recorded on exactly how to complete it, jogging her memory of the step she could not remember.

Specific to Your Business process steps are hard to find online. Sure, employees can Google how to do something within your POS system if they are in a jam, but that online explanation or online training video may show a company in a completely different industry than your business, or with different products and services. Having recorded process steps easily accessible and showing your business’s actual products, services, and customers generates more accurate process completion steps.

This function makes it easy to record and save specific business processes, whether they be complex and long or simple and quick. The records are stored within the Task Recorder itself, and the videos and Word documents can be saved to your computer, shared on your server, emailed to all store locations, etc. To watch the Task Recorder in action, see the video below:

For further information, email our team or call 860-781-6470.

   

 

Personalizing Customer Experiences With Microsoft Dynamics AX

Microsoft Dynamics AX enables you to manage your entire business with one system. From the sales floor to the headquarters, Microsoft Dynamics AX has all of your business needs covered.

With an innovative Modern POS setting, Microsoft Dynamics AX runs on tablets and smartphones as well as desktop computers and registers. This encourages your employees to have a more personalized interaction with your customers.

With the ability to locate customer history in the database and to see available inventory at all store locations at the touch of your fingertips, Microsoft Dynamics AX seamlessly empowers store associates to provide every customer with the best possible service.

Microsoft Dynamics AX can replace any current POS or ERP system, easily converting data from one to another. Being able to access inventory, accounting, consumer insights, sales, e-commerce, and delivery schedules all in one place makes running your business a whole lot easier.

If you have any questions about the Modern POS feature of Microsoft Dynamics AX, or wish to learn more about how this system can ultimately improve your bottom line, please contact us at System Solutions LLC:

Email: Sales@SysSolutionsLLC.com
Phone: 1-888-816-8002

Modern POS

RMS Ship To Item Price Memory

System Solutions LLC’s RMS Ship To Item Price Memory automatically saves items with price changes made for one customer in POS with Ship To indicated. The new item price for that specific customer ship to is automatically saved and applied on future purchases and all other transaction types.

Price change automatically saved and used for specific ship to address.

Price change automatically saved and used for specific ship to address.

If you would like to learn more about this solution, please click here, or to watch it in action click here. If you are interested in discussing this solution further, please email us here.

RMS Work Order to Purchase Order

System Solutions LLC’s RMS Work Order to Purchase Order automatically creates POs from work orders created in POS for items needed in the warehouse.

Work Order in POS

Work Order in POS

Work Order PDF

Work Order PDF

Purchase Order Automatically created from Work Order

Purchase Order Automatically created from Work Order

To learn more about this solution, please click here, or if you would like to see it in action, watch our demo video here. To contact us about this solution please email us here.

RMS Customer Tablet Entry

System Solutions, LLC’s RMS Customer Tablet Entry allows customers to enter their information on a tablet while the cashier is scanning items in POS, so customer information is populated in POS for sale, with either clicking the custom POS button or just by tendering the sale. New customer tablet entries are automatically saved in RMS for future use.

Tablet Screen

Initial Tablet Screen

Tablet will ask customer to confirm

Tablet Screen with Email on file Confirm Screen

Setting existing customer in POS confirmation tablet screen

If customer is not on file, they can enter their information as a new customer

New customer tablet screen

Adding new customer in POS tablet screen

POS with tablet customer  added

POS with tablet customer added

If you would like to learn more about RMS Customer Tablet Entry, click here or email us at sales@syssolutionsllc.com.

 

Customer Form Manager

System Solutions Customer Form Manager is a great solution for those using forms in day-to-day point of sale functions. The Customer Form Manager allows cashiers to create, edit, and save fillable PDF forms from pre-defined templates at the POS screen.

Example of Fillable Form in POS

Example of Fillable Form in POS

The form templates are created or scanned and configured as fillable using Adobe Acrobat. The cashier chooses from a list of form templates during a transaction and forms are automatically linked, saved, and retrieved for the currently set POS customer.

To learn more about Customer Form Manager, click here.

If you would like to speak to someone about this solution, please email us at sales@syssolutionsllc.com.

Andersen IQ Integration

logo_rectangle 270x48Microsoft RMS AndersenIQ Integration provides direct integration of Andersen Intelligent Quote software into Microsoft’s RMS point of sale and converts AndersenIQ window and door designs directly into Microsoft RMS quotes, sales or work orders. Users can use AndersenIQ Integration to: quote, sell, deliver, or install in Microsoft RMS.

Custom POS buttons for direct integration.

Custom POS buttons for direct integration.

Andersen IQ in POS

Andersen IQ in POS

Easily import Andersen Intelligent Quotes into POS.

Easily import Andersen Intelligent Quotes into POS.

Automatically creates new window and door items in Microsoft RMS.

Quote in POS

Quote in POS

To learn more about this solution, click here or contact Dan, our AndersenIQ and Building supply store specialist for more information at dano@syssolutionsllc.com.

If you would like to see this solution in action, please watch our demo here.

 

Item Sound Notification

The System Solutions Item Add Sound solution allows you to play a sound when an item is added to the transaction and it also plays a sound notifying the cashier when an item was not found, along with displaying an error message. You can choose from a variety of sounds.

Item Not Found

Item Not Found

To see how this solution works, click here to watch a video.

If you would like to speak to someone about this solution, please email us at sales@syssolutionsllc.com.

Rapid Item Location in POS

System Solutions Item and Picture Drill Down enables rapid location and selection of items at the point of sale. It allows cashiers to easily find items using a mouse or touchscreen, start at department level and drill down to categories and items, optionally word search for items, and allows for quickly adding pictures to any buttons at any level.

level 1

To learn more about this solution click here, to watch a demo click here.

If you would like to speak to someone about this solution, please email us at sales@syssolutionsllc.com.