Dynamics 365 for Retail – Price & QTY Embedded Barcodes

In Retail, sometimes there is a requirement where you need to create a barcode for the product with Embedded price and qty i.e. the price of the item and the qty is also mapped in the barcode. So, whenever you scan the barcode, the system will automatically take the price and qty from the barcode itself. So, today I will show you how to create this type of barcode in D365 Retail module and also how it will work on Retail MPOS.

Step Details:

1. Create Bar Code Masks Setup

Create a new Bar code mask setup as shown in the below picture. The navigation of the form is Retail/Inventory Management /Bar Codes And Labels/Bar Code Mask Setup

2. Create a Bar Code Setup

Create a new Bar code setup and select the barcode mask which we have created in step 1 as shown in the below picture. The navigation of the form is Retail/Inventory Management /Bar Codes And Labels/Bar Code Setup

3. Create Product And Link Barcode Setup

Create a new product or you can use an existing one also. In the sell, tab enters price 0 and also link the barcode setup which we have created in step 2 in retail tab as shown in the below picture. The navigation of the form is Retail/Product And Categories/Released Products By Category

3. Create Barcode

Create a barcode for the item as shown in the below picture. The navigation of the form is Retail/Inventory Management /Bar Codes And Labels/Bar Codes

We have created 2 barcodes for the same item with different price and qty.The first barcode (200001234521) where 2 is  a prefix, 00001 is 5 digits of product, 2345 is price with 2 digits decimal precision i.e. price of 1 qty is 23.45, 2 is the qty of the item and 1 is the check digit. Similarly, the second barcode (200001465441) where 2 is a prefix, 00001 is 5 digits of product, 4654 is price with 2 digits decimal precision i.e. price of 1 qty is 46.54, 4 is the qty of the item and 1 is the check digit.

4. Sync Data

Now, the next step is to sync data to POS DB. Go to Distribution schedule and run job 1040 (Products).The navigation of the form is Retail/Retail IT /Distribution Schedule

5. Scanning Barcode On MPOS 

Now, the next step is to check what happens when you scan these barcodes on MPOS. So, log in to MPOS and scan 1^st barcode (200001234521). After scanning the barcode the product 00001 is added to the transaction with 2 qty and price of 1 qty is 23.45. So, the system is fetching price and qty from the barcode itself as the price on the sell tab is 0.

Similarly, if you scan the 2^nd barcode (200001465441 the product 00001 is added to the transaction with 4 qty and price of 1 qty is 46.54.

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Coupons in Microsoft Dynamics 365 Retail

Dynamics 365 for Retail (and Finance and Operations) recently came out with the new coupon functionality that retailers have been waiting for. Before this functionality, discounts for the call center were very separated from the online and brick and mortar stores. This really wasn’t providing Dynamics customers with the omnichannel experience they wanted to give their customers. Now, we can create discounts, link them to the channels that will offer the discount, and create coupon codes or barcodes that will be entered in order for the customer to receive the discount. This functionality is giving retailers the ability to add more additional validation on top of the discounts they offer.

It’s important to understand that coupons can be presented as a code or a barcode. Each coupon can have multiple codes with its own effective date. Coupons are linked to price groups, which defines the customers that can use the coupons and which retail channels they are valid in. Additionally, you must have a barcode configured for coupons in the Retail shared parameters form in order to create coupons with barcodes. Below you can see the step by step process for creating a new coupon in Dynamics 365 for Finance and Operations (and Dynamics 365 for Retail).

Step Details:

• Coupon Parameters – You will need to set up the parameters for the coupons’ in retail parameters. Here, you will need to define the barcode for Coupons.
  
• Create Discount – You will need to have a discount created in order to link it to a coupon. You can still create a threshold, mix and match, quantity and regular discounts. All of these can be linked to a coupon.   
  
• Create Coupon – You can now create a new coupon and link the discount to the coupon. You will also configure things like valid dates, coupon status, and usage limit details.    \ 
  
• Create Coupon Codes – You will need to add lines to the coupon to define the coupon code ID. Here you can also add the barcode that will be associated with the coupon.   
  
• Link Price Groups – You must link at least one price group to a coupon. Price groups are actually linked at the discount level. This will define what customers and channels the coupon will be valid for.   
  
  
  
  
• Activate Coupon  –Lastly, you will need to activate the coupon and coupon codes based on your requirement.  
  

If you still face any issue, Please watch the below youtube video...

https://youtu.be/W03E9KCxbWU

TROUBLESHOOTING REAL-TIME SERVICE AX RETAIL

1. Try to browse the Realtime service site from IIS.

(a)    Click start and type IIS.

            

Figure 1

(b)   Open IIS and click on sites.

Figure 2

(c)    Select Realtimeservice and click browse

Figure 3

(d)   If your browser open page like the below image, then your realtime service is working fine, otherwise there is some issue which you should resolve.

Figure 4

(e)   If you get HTTP 503 service unavailable error, then check the identity credential of the realtime application. Select Realtimeservice application from application pools and press mouse right click then click on advanced settings and select identity field under process model tab and validate that the user id and password is correct. You can try by reentering the user id and password again and then restart the service.

                   

Figure 5(a)

                                    

Figure 5(b)

CREATE A NEW PAYMENT METHOD FOR POS

I am creating a new payment method named Test for operation pay by gift card.

                    SETUP IN AX

1. Click Area Page node: Retail -> Setup -> Payment methods -> Payment methods.

2. Click the New button.

3. Create a new record in the Payment methods form.

4. Change Payment method from '' to '12'.

5. Change Payment method name from '' to 'Test'.

6. Click the Close toolbar button.

7. Close the Payment methods form.

8. Click Area Page node: Retail -> Common -> Retail channels -> Retail stores.

9. Make sure the selection is changed in table Stores to:

Store number	Name	Channel type	Operating unit number	Legal entity	Warehouse	Sales tax group
DELHI	Delhi store	Retail store	087	inmf	Delhi	ALL_STG

10. Click the Set up -> Set up -> Payment methods button. 

11. Click the New button.

12. Create a new record in the Payment methods form.

13. Switch to the General tab on the Payment methods form.

14. Change Payment method from '' to '12'.

15. Change Terms of payment from '' to 'COD'.

16. Change Operation name from '' to 'Pay gift card'.

17. Switch to the Amount tab on the Payment methods form.

RETAIL DISCOUNT BARCODE SETUP IN AX

1. Click Area Page node: Retail -> Setup -> Bar codes and labels -> Bar code mask setup.

2. Click the New button.

3. Create a new record in the Bar code mask setup form.

4. Change Mask ID from '' to 'DISC'.

5. Change Mask ID from 'DISC' to 'DISCOUNT'.

6. Change Description from '' to 'DISCOUNT BAR CODE'.

7. Change Type from '' to 'Discount code'.

8. Switch to the General tab on the Bar code mask setup form.

9. Change Bar code standard from 'No bar code' to 'EAN13'.

10. Change Prefix from '' to 'D'.