Install Guide

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Install Guide

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Application Description

  • Date:
  • By: Insight Works
  • Categories: Install Guide
Insight works Counter Sales is an add-on for Microsoft Dynamics 365 Business Central that provides users an easy-to-use industrial and retail point of sale solution.
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Counter Sales Setup Wizard

  • Date:
  • By: Insight Works
  • Categories: Install Guide
The Counter Sales Setup Wizard will initialize basic setup to support quick and easy use of the extension. It is highly recommended to complete this step before any other.
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Counter Sales Setup

  • Date:
  • By: Insight Works
  • Categories: Install Guide
To configure Insight Works Counter Sales manually or for advanced functionality, navigate to the Counter Sales Setup page.
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Payment Methods

  • Date:
  • By: Insight Works
  • Categories: Install Guide
To configure the payment types to accept in Insight Works Counter Sales, navigate to the Payment Methods page.
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Customer Accounts

  • Date:
  • By: Insight Works
  • Categories: Install Guide
To configure specific customer accounts for cash sales processed at specific locations in Insight Works Counter Sales, navigate to the Counter Sales Customer Accounts page.
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Reason Codes

  • Date:
  • By: Insight Works
  • Categories: Install Guide
To configure the standard reasons for processing price overrides and capturing lost sales in Insight Works Counter Sales, navigate to the Counter Sales Reason Codes page.
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User Configuration

  • Date:
  • By: Insight Works
  • Categories: Install Guide
The Insight Works Counter Sales permission sets will provide access to features for individual users. On the User Card page, you can set the appropriate permission set to the user.
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