User Guide

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Overview

This documentation provides summary information on configuring the Insight Works Counter Sales add-on in Microsoft Dynamics 365 Business Central.
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User Permissions

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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Profiles (Roles)

The Insight Works Counter Sales profiles can be assigned to individual users reflecting their business role.
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Counter Sales Setup

To configure Insight Works Counter Sales manually or for advanced functionality, navigate to the Counter Sales Setup page.
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Counter Sales Users

To configure users interacting with Insight Works Counter Sales, navigate to the Counter Sales Users page.
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Payment Methods

To configure the payment types to accept in Insight Works Counter Sales, navigate to the Payment Methods page.
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Customer Accounts

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

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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Take Order Wizard

The Take Order Wizard in Insight Works Counter Sales provides order processors with a streamlined workflow for order entry.
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Counter Sales Orders

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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