POS Product Search and Customer Search - Locus IT Services

POS Product Search and Customer Search

Locus IT ServicesMicrosoft RMS & POSPOS Product Search and Customer Search

POS Product Search and Customer Search

POS Product Search and POS Customer Search in Modern Point of Sale (MPOS) and Cloud Point of Sale (CPOS) provide easy-to-use search functionality for products and customers. Because the search bar is always present at the top of the CPOS and MPOS windows, employees can quickly search for products and customers.

Employees can search for products in the catalogs and assortments that are associated with the current store. They can also search in the catalogs and assortments that are associated with any other store in the company.

Therefore, cashiers can return and sell products outside the store assortment. Furthermore, employees can search for customers who are associated with the current store or any other store in the company.

By default, POS product search is done on the store assortment. This type of search is also known as a local product search. Additionally, employees can easily switch to any catalog that is associated with the present store, or they can search in a different store. This type of search is also known as a remote product search.

To change the catalog, click on Categories button on the left side of the page. At the top of the page, select the Change catalog button, and then select one of the available catalogs to browse it. The system will search the selected products catalog.

A local POS product search searches in the following product properties:

  • Product number
  • Product name
  • Description
  • Dimensions
  • Barcode
  • Search name

Enhancements

The experience for local product searches is now user friendly. The following upgrades have been made:

  • Product and customer drop-down have been added to the search bar, so that employees can select either Customer or Product before they do the search.
  • For multiple-keyword searches, retailers can configure whether the search results include results that match any search term or only results that match all search terms.
  • Retailers can now easily configure product search to show search results as users type product names.
  • The product search algorithm now also searches for the searched products in the Search name property of the product.

POS Customer search is used to find customers for various purposes. For instance, cashiers might want to view a customer’s wish list or purchase history, or add the customer to a transaction. In the multiple-keyword searches, the customer search algorithm returns all type of customers that match any of the searched keywords.

By default, a POS customer search is done on the customer address books that are associated with the store. This type of search is also known as  local customer search.

To search widely, employees can select the Filter results button at the bottom of the page and then select the Search all stores option. All types of parties that are part of any address book in the headquarters are also searched. These parties include workers, vendors, contacts, and competitors. In a customer remote search, the customer ID isn’t shown for customers from the other legal entities, because no customer ID has been created for those parties in the current company.

Searches that are based on the mobile number have been simplified. These searches now ignore special such as spaces, characters, hyphens, and brackets, that might have been added when the customer was created.

The earlier customer search can be time consuming, because it searches across multiple fields. Instead, cashiers can now search in a single custom property, such as  email address, name, or phone number. The properties that the customer search algorithm uses are also known as the customer search criteria.

  • To set search criteria as shortcuts, the administrator must open the Retail parameters page in Microsoft Dynamics 365 for Finance and Operations
  • On the POS search criteria, select all the criteria that should be shown as shortcuts.

The Display order determines the order in which shortcuts are shown in Point of Sale (POS). The criteria to search customers are shown is the out-of-box properties that the customer search algorithm uses.

Locus IT has a thorough knowledge of some of the well-known industries and the particular challenges that exist in this industry. Being a Microsoft Dynamics partner we provide Dynamics POS migration, Dynamics POS product support, Dynamics POS customer support services. For more information please contact us.

Locus IT Project Management Office
What’s it?