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User Guide
The Daily Close report in Insight Works Counter Sales allows managers to efficiently perform typical end of day tasks such as reconciling payments to the cash drawer and reviewing daily sales figures.
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The Special Order Items in Insight Works Counter Sales provides users with a simplified approach to generate new items for product requested by the customer that are not currently set up in Business Central but can be procured from one of your vendors.
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The Lost Sales in Insight Works Counter Sales allows users to capture information on sales that cannot be completed such as an item being out of stock or the specific item requested by the customer is no longer available.
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The Price Overrides in Insight Works Counter Sales allows prices to easily be adjusted during the order entry process.
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The Related Items in Insight Works Counter Sales alerts users for related and paired items during the order entry process. The order processor can inform the customer of the related items and quickly add them to the current order if needed.
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The My Locations in Insight Works Counter Sales provides configurable lists by user for frequently, or exclusively, used locations. To set up your My Locations you can access your list from the role center page for the Counter Sales Order Processor or Counter Sales Manager roles.
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The Enhanced Contact Search in Insight Works Counter Sales provides the user a tailored page to quickly search existing contacts.
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The Enhanced Item Search in Insight Works Counter Sales provides the user a tailored page to quickly search existing items.
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The Price Check in Insight Works Counter Sales allows users to easily look up the sales price for a specific item based on the customer and quantity. Additionally, the user can quickly view item availability by location and create a new sales order for the customer with the item, quantity, and sales price included.
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The Counter Sales Return Orders page provides a listing of existing return orders and allows the user to update existing return orders or create new return orders.
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The Return Order Wizard in Insight Works Counter Sales provides order processors with a streamlined workflow for handling return orders. The Return Order Wizard can be accessed from the role center page for the Counter Sales Order Processor or Counter Sales Manager roles.
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The Counter Sales Orders page provides a listing of existing counter sales orders and allows the user to update existing orders or create new orders.
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The Take Order Wizard in Insight Works Counter Sales provides order processors with a streamlined workflow for order entry.
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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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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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To configure the payment types to accept in Insight Works Counter Sales, navigate to the Payment Methods page.
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To configure users interacting with Insight Works Counter Sales, navigate to the Counter Sales Users page.
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To configure Insight Works Counter Sales manually or for advanced functionality, navigate to the Counter Sales Setup page.
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The Insight Works Counter Sales profiles can be assigned to individual users reflecting their business role.
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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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This documentation provides summary information on configuring the Insight Works Counter Sales add-on in Microsoft Dynamics 365 Business Central.
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