Microsoft Dynamic Point-of-Sale

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Get acquainted with the Point of Sale screen

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The Point of Sale (POS) screen delivers power, speed, and flexibility.

1.	Status bar -- View current status information, such as date and time.
2.	Custom pane -- Display a Web page with information such as your store's name and address.
3.	Search box -- Type here to quickly find items or customers by name or number.
4.	Task pane -- Quickly access common tasks or transaction information. For example, if you are searching for a customer, the task pane displays a customer list.
5.	Touch-screen keyboard button -- Display an on-screen keyboard for touch-screen users.
6.	Function bar -- Quickly access POS tasks. For example, press F8 to display commands for processing returns.

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Customize the Point of Sale screen

You can customize the Point of Sale screen so your register works the way you do.

1.	Task pad -- Display a custom task pad to provide direct access to specific information or tasks.
2.
3.	Touch-screen keyboard button -- Display an on-screen keyboard for touch-screen users.
4.	Status bar -- Hide or show the status bar.
5.	Transaction pane -- Change the size of the transaction pane and hide or show customer information.

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Complete sales transactions: 1… 2… 3

Whether your customers pay with cash, check, credit or debit, Point of Sale makes sales transactions fast and easy.

1.	Quickly find an item by typing an item number or description in the search box and pressing Enter (or scan an item's bar code).
2.	Press F12.
3.	Fill in the amount (or swipe the customer's card).

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Easily modify a transaction

With Point of Sale, you have direct access to the tools and information you need at all points of the transaction process.

1.	Add a customer to the transaction or, after a customer has been added, view the customer's purchase history.
2.	Cancel the current transaction.
3.	Remove the selected line item from a transaction.
4.	View or edit information about the selected line item.
5.	Quickly find items or customers.
6.	Get help at any point in the transaction process.
7.	Change the quantity of the selected line item.
8.	Apply a discount to the selected line item.
9.	View or edit the customer's shipping address.
10.	Apply a discount to the transaction.

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Get acquainted with the Manager screen

The Manager screen is a convenient, central location for managing your store's inventory, customers, employees, and store information.

1.	Content pane -- Displays details about all parts of your store. For example, select Customers in the navigation pane and the content pane displays a list of customers.
2.	Menus and toolbar -- Menus contain all the commands needed to use the Point of Sale Manager. The toolbar displays frequently used commands.
3.	Navigation pane folder tree -- Quick access to and visual organization of your store's information and management tasks.
4.	Navigation pane button area -- Shortcuts to commonly used information and tasks.
5.	Status bar -- View current status information, such as date and time.
6.	Preview pane -- View details of the current selection in the content pane.

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View a snapshot of your store

My Store is a convenient, central location for managing your store. My Store displays capsule reports — abbreviated versions of the reports included with Point of Sale.

1.	Capsule reports -- Display a snapshot of your store, such as daily sales, top-selling items, or top-selling employees.
2.	Capsule report layout -- Quickly rearrange the layout of your capsule reports.
3.	Customize your reports -- After you create a custom report, you can display it as a capsule report in My Store.
4.	Select a capsule report -- Display the particular capsule reports that are important to you.
5.	Display a report -- One click displays the full report — a shortcut to your most common reporting tasks.

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Manage your inventory

The Point of Sale Manager provides several easy-to-use tools to create, track, and manage your inventory.

1.	Import Wizard -- Import inventory items, customers, suppliers, or physical inventory counts from text files.
2.	Print labels -- Create and print product labels and price tags in a variety of preset and custom formats, including bar codes.
3.	Preview item details -- View details of the item selected in the items list.
4.	Inventory Transfer Wizard -- Easily create inventory transfer orders for transferring inventory in or out of your store.

Items list -- View your entire inventory and its important details. You can sort the list by any column with one click.
Automatic restocking -- Automatically calculate inventory replenishment based on restock levels or quantities sold.
Physical Inventory Wizard -- Select items to inventory, create, and print a form for recording your inventory by hand, or import a text file with inventory information.
Purchase Order Wizard -- Quickly create purchase orders for the items you want and specify quantities and suppliers automatically or manually.
Inventory Wizard -- Specify changes to multiple inventory items in a single step.

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Create purchase orders

Point of Sale Manager is a convenient, central location for creating and managing your store's purchase orders.

1.	Quick access to purchase orders -- One click displays all your purchase orders.
2.	View reports about purchase orders -- Use Point of Sale’s predefined purchase order report, or customize the purchase order report.
3.	Preview purchase order details -- View details of the purchase order selected in the purchase order list.
4.	Purchase order list -- View and sort all your purchase orders in one place. Easily edit them or create new ones.

Purchase Order Wizard -- Quickly create purchase orders for the items you want and specify quantities and suppliers automatically or manually.
Automatic restocking -- Automatically calculate inventory replenishment for your purchase orders based on restock levels or quantities sold.
Receive shipments -- Automatically update your inventory when you receive shipments.
Export, print, or e-mail purchase orders -- Send out your purchase orders any way you want.

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Keep track of your customers

The Point of Sale Manager provides several easy-to-use tools to enter, track, and manage your customer information.

Customer list -- View and sort all your customers in one place. Easily edit their information.

View customer report -- Use Point of Sale’s predefined customer report, or customize the customer report.

Preview customer details -- View details of the customer selected in the customer list.

Quick access to customer information -- One click displays all your customers' information so you can:

•	View a customer's purchase history.
•	Quickly and easily view a record of a customer's visits and purchases.
•	Create shipping addresses.
•	Keep several shipping addresses for each customer.
•	Set discounts for specific customers.
•	Assign specific discounts to individual customers.
•	Send e-mail to a customer or create and print mailing labels.
•	Keep in touch with your customers any way you want.