Upselling is one of the common requirements in Retail POS. In this post I would like to recap how this can be achieved using configuration and no code in Dynamics 365 for Operations using info codes.
Info codes is quite an old feature and I thought it would be good to recap how we can use it to achieve “Upselling”.
Lets say we want the cashier to remember to try to upsell a product B on purchase of a certain product A (association rules)- example to prompt cashier to ask customer if he or she would like to buy batteries with purchase of camera.
The first step would be to create an infocode that will show a prompt to the cashier in the Retail POS. Infocodes can be created in Dynamics 365 in the following path- Retail and Commerce-> Channel setup -> Info codes
The input type of the info code can be setup as subcode buttons.
The subcodes need to be setup as follows. Note the use of Trigger function and Trigger code in the setup.
The above setup means that on selecting Yes, the customer agrees to buy the product we are trying to upsell (batteries) and the product will be added to the transaction.
The next part of the setup involves linking this info code to the product the cashier sells in the first place to the customer (Camera). This can be done in the released products master under Commerce tab-> Set up-> Info codes.
With the above setup in backoffice and pushed to the POS (by running the 1030 job and 1040 job), the cashier will get a prompt as shown below
On clicking Yes, the upsell will be done by adding the Batteries product to the transaction.
This is a post with respect to how combined date/time fields is handled in AX/Dynamics 365 for Operations (Dyn365FO). For more information on the type of date and time fields in AX visit the following link from docs.microsoft.com.
Dyn365FO stores combined date/time fields internally in the SQL database based on UTC time zone. Whenever the date is to be displayed to the user, an offset based on the user preferred time zone is applied and then shown to the user.
This preferred time zone is set in the following section in Dyn365FO.
System Administration-> Users -> Users
An excellent post that take a deeper dive on the subject along with the X++ code is found in the below link