Dynamics 365 Commerce: Improve order capture workflows in Store Commerce
New order capture workflow enhancements for Dynamics 365 Commerce Store Commerce, including transaction notes, improved carryout handling, pickup defaults, deposit overrides, and blanket purchase order automation. These features streamline point-of-sale operations and reduce manual data entry friction.
Microsoft's description
Business value Every friction point in order capture adds time to each transaction and increases the risk of downstream errors. Context that has no field is lost. A customer order converts to a cash-and-carry sale when all lines are marked as carryout, which removes flexibility that trade counter staff depend on. Standing values such as a customer's purchase order number are retyped on every transaction. This release is designed to address those friction points. Feature detail Add notes during order capture. A new Add notes operation on the transaction screen lets associates attach free-text notes during creation. Notes are supported for customer orders, quotations, and pickup transactions, and can capture details such as pickup person information. Customer orders with all carryout lines. A new point of sale functionality profile configuration lets associates save a customer order when all lines are marked as carryout, instead of converting it to a cash-and-carry sale. Charges, including delivery charges and deposit amounts, are recalculated for full carryout deposit requirements. During order editing, lines can be changed to carryout only if the order is not partially fulfilled. Default pickup actions to the current store. A new configuration removes the extra store selection step for Pickup all and Pickup selected. Store Commerce defaults to the current store and proceeds to delivery mode selection, when multiple pickup modes are configured, or to Select a pickup date. Associates can still choose a different store by selecting Cancel. Improved deposit override experience. Deposit override now uses the updated payment dialogs used elsewhere in Store Commerce, replacing the previous button grid experience. Blanket purchase order number. A new blanket purchase order field on the Commerce headquarters customer profile stores a default purchase order number, applied automatically to sales orders created in Store Commerce, call center, e-commerce, Supply Chain Management, and statement posting. Employee responsible default for new orders. The existing Employee responsible field on the customer record now applies automatically to new orders across the same channels.