Store Account Management Tools for D365 Business Central

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Powerful Store Account Management Tools for D365 Business Central User Guide

Store Account Management Tools for D365 Business Central User Guide

Store Account Management Tools for D365 Business Central

Store Account Management Tools for D365 Business Central helps Microsoft Dynamics 365 Business Central users capture signatures, post invoices to customer accounts, set up invoice and credit memo reports, and configure customer statement workflows.

Extension

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Store Account Management Tools for D365 Business Central Overview

Store Account Management Tools for D365 Business Central System Requirements

  • Microsoft Dynamics 365 Business Central (Essential or Premium License)

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How to Install / Uninstall SS Dynamics 365 Business Central SAMT

  • Note: This App is not dependent on any other D365 Extension, it can be installed without the pre-existence of any Extension.
  • Using the main search in Business Central > Search Microsoft AppSource Apps
  • Search and click on Store Account Management Tools where Publisher Name = System Solutions LLC
  • Click Install App 

To Uninstall from Production Tenant

  • Search Extension Management using the Main Search in Business Central > Click the Triple Dots > Select Uninstall (not Unpublish).  

To Remove Uninstalled Extensions from the List

  • Extension Management > Highlight the Installed Extension > Select the ... and select Un-publish.

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Device Compatibility

  • For House-Account (Charge Account), pick-up, delivery (non-credit card) signatures, the Topaz series of pads is recommended and detailed installation instructions are below.
  • For combination use with Credit Cards a large number of devices are compatible:
    • Electronic signature capture requires a touchscreen payment terminal with firmware support for signature acquisition. Supported devices include:

Electronic signature capture requires a touchscreen payment terminal with firmware support for signature acquisition. Supported devices include:

PAX touchscreen terminals

  • PAX A77
  • PAX A920MAX
  • PAX A920 Pro
  • PAX A800
  • PAX A30
  • PAX A35
  • PAX A3700 – Our recommended model
  • PAX Aries8
  • PAX IM30

Ingenico touchscreen terminals

  • Ingenico DX4000
  • Ingenico DX8000
  • Ingenico EX6000
  • Ingenico EX8000
  • Ingenico RX5000
  • Ingenico RX7000
  • Ingenico Desk/5000
  • Ingenico Lane/3600
  • Ingenico Lane/3000
  • Ingenico Lane/7000 – Our recommended model
  • Ingenico Lane/8000
  • Ingenico Self/3000
  • Ingenico iUC 285
  • Ingenico Link/2500 – Our recommended mobile model
  • Ingenico Move/5000
  • Legacy Ingenico iSC Touch 480
  • Legacy Ingenico iSC Touch 250
  • Legacy Ingenico iSMP4

Verifone touchscreen terminals

  • Verifone P200
  • Verifone P400
  • Verifone M400

SoftPOS / Mobile devices that can capture signatures because they run on phones/tablets

  • SureTap SoftPOS Solution
  • Android DC Direct™ devices
  • iOS DC Direct™ devices
  • Touch Dynamic Handheld
  • Landi M20
  • iMin Swift 1 Pro
  • PamiTV / PamiPOP
  • CRS Tablets
  • MTech Tablets
  • Oona Payments Tablets
  • Touch Dynamic Quest Tablet
  • iMin Falcon 2
  • Partner Tech M3W-2 / Cleo

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Install Topaz Drivers on the PC

  • Follow the instructions at this link to install specific model (visible on the back of the unit): SigPlus Pro Software for Topaz Signature Pads
    • During install select TF (will vary depending on your Topaz model)
    • Then select TF-LBK 460 (will vary depending on your Topaz model)
    • Then HSB (USB type) (most common)
    • Then Agree to the Agreement.
  • Click here to Install SigWeb Browser  (This is installed AFTER above driver install) 
  • During installation > Select Appropriate Prefix, Model Series and Suffix when asked to Configure Table Connection 
  • When prompted leave "Notify Users of Expiring Certificate" Checked ON 
  • Click OK to SigWeb's Certificate download. 
  • Installed is now completed.
  • If throwing an error, reinstall drivers.  
    • It is possible cashier did not click okay and exited out of window.

Testing Topaz

Note: You may need to download the Certificate Updater if you're having issues taking signatures on this step: https://topazsystems.com/software/sigwebcertupdater.exe

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Setup Dynamics 365 Business Central Tenant Users

The setup has to be done for each Tenant User whether it be a POS user or Back Office user who may only be selling with Sales Orders. If all PC’s that could potentially be used for POS sales or Sales Order sales do not have a Pad, suggest setting the Signature to “Prompt” not “Mandatory”.

  • Search > User Setup
    • Select or Add a User ID if not present. 
    • SAMT Prompt Form column = Check the box (if not checked, the Form will not prompt that is used to capture Signature, Contact, or External Document No.)
    • Fill the Signature Pad Height and Width columns
      • Dimensions in Pixels, setup for a ; 1” x 5” Pad is 100 x 500
      • Under SAMT Signature Device Drop Down > Select Topaz or SS Credit Card Processing (If using Ingenico Lane 7000 to Capture Signatures)
    • Check Prompt or Mandatory
      • If Signature Mandatory is checked ON user will not be allowed to Exit the Sign screen until something is captured as a signature

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Setup Dynamics 365 Business Central Invoice and Credit Memo

  • Set up new report ID’s for Credit Memo and Sales Invoice.
    • Search > Report Selections Sales > Select Invoice > Type over default report ID 1306 replace with 71836 (50101 or 70371836 in other versions) (Invoice Extension report ID)
    • Search > Report Selections Sales > Select Credit Memo > Type over default report ID 1307 replace it with 71837 (50102 or 70371837 in other versions) (Credit Memo Extension report ID)
    • These Report ID’s and Layouts can be customized using the default D365 Business Central report customization process.

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Usage - How to post Invoice to Customer Account and get the signature

  • Log Into POS
  • Select Customer and the items
  • Go to Pay -> Select the "Post to Customer" icon 
  • It will prompt: "Do you want to post the Invoice?" -> YES
  • It will open the Invoice details - do the following ->
    1. Click on SIGN
    2. Ask customer to do their signature on your Topaz
    3. Click DONE once completed
  • It will display "Signature successfully added" -> Click OK.

How to view invoice with the signature details

  • Go to Sales History -> Select the Invoice -> Click on Document No. Invoice # Link
  • At the Invoice Details - Click "Show Signature"

Upgrades

  • Business Central updates shouldn’t affect the extension.
  • If an newer version is programmed, to repackage the product you have to press CTRL+SHIFT+P and then choose package or directly CTRL+SHIFT+B

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Topaz Wifi Pad Installation Guide for Model #T-LBK750SE-WFB1-R

Complete the steps below on first POS. 

Model T-LBK750SE-WFB1-R "Wireless Sled, Siglite 4x3"

Reference: www.topazsystems.com/wifiguide

1. Wi-Fi is setup and functioning on your network before continuing. 

2. COM 7,8 and COM 9 are available to ensure proper operation. 

3. Download and run “TopazWiFiConfig” from: www.sigpluspro.com/wifi. When prompted by the installer, look on the back of the signature pad to find the signature pad model number, and select the appropriate option. Do not plug the reader in via USB until installer states to do so.

4. The Wi-Fi pad can be configured to work in two modes:

      a. Computer Mode (factory default): The Wi-Fi pad connects to an integrated Wi-Fi card or USB Wi-Fi adapter on the PC

      b. Router Mode: The Wi-Fi pad connects to a router. The PC connects to the same router to gain access to pad (which will be used in below steps).
Below steps are for Router Mode, which will be most commonly used.

5. Connect the micro-USB cable from the pad to your PC.

6. Leave the Topaz turned off (there is a manual switch on the backside).

7. Open the "Topaz Wifi Config" App by selecting the desktop shortcut placed during installation, or find the app located C:\Program Files (x86)\Topaz Systems\Tools\WiFi\TopazWifiConfig.exe

8. Check the box located in the Wi-Fi Mode" section labeled "Connect to router"

9. Update sensitive SSID and Password within the "WLAN" section

10. Select network interface card you want to use from the dropdown menu

    a. Wi-fi adapters will be listed in blue text

    b. Ethernet cards will be listed in green text

    c. The Wi-Fi config utility with automatically chose an available network address based on the network card selected. 

    d. If there is only one card listed, then there is nothing to do in this step. 

Note there is also an option for Manual Network Set-Up for Advanced Users. This is enabled by checking "Manual" checkbox below the network interface list. Note setting "Manual IP" is used when setting up multiple PC's to share a Wi-Fi Topaz reader. 

11. Put the signature pad into "Blacklight Mode" by following these steps

     a. Power ON the pad while pressing the pen tip in the upper-right hand corner of the display. 

     b. Leave the pad in this mode until the programming is complete. If you do not see a image on your display, unplug the pad and try again.

     c. Select the "Program" button on the WiFi config utility. 

Note: SSID and password are the only settings that should be changed at this point.

    d. Make sure“ Connect to Router” remains un-checked.

    e. Wait for programming to complete (this may take up to a minute).Note: To conserve battery, the pad will automatically shut off after 5 minutes of use unless an application is connected. This can be changed later in optional step.

    f.  A window will display “All Updates Completed”. Select “OK”. Exit “Backlight Mode” by selecting OK. Note: Backlight levels do not need to be adjusted (using the + and - on the screen)

    g. Unplug the USB cable from the Topaz. 

    h. Ping test your manually assigned IP address. If pinging fails, check SSID and password.

12. Test with the Topaz DemoOCX Utility

   a. Open "DemoOCX" by selecting shortcut on your desktop.

   b. Click Properties > Tablet > Com Port > Port 8 (this is the network port). 

   b. Click the "Start" button and then sign on the pad. The signature will appear on the pad in the DemoOCX window. 

13. Install newest version of Sigweb: https://www.topazsystems.com/sdks/sigweb.html

    a. During install the Topaz Model # is preselected, set COM 8 (as this is the network port). 

14. If the Topaz pad will be used for multiple BC users. Repeat all above steps (using same manual IP set above).

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SS Dynamics 365 Business Central SAMT Customer Statements Setup and Use

Initial Configuration of Customer Statements

  • Search for "Report Selection - Sales" after extension installation is completed. 
  • Usage = Customer Statement 
  • Report ID = 71838
  • Report Caption = This will update after Report ID is entered. 
  • "Use for Email Attachment" - Checked off 

Customer Card Setup

  • This needs to be set on each customer card (Check with development if this can be imported during data migration). (Example new store).
  • Click "Show More" under General on customer card > Go to "Document sending Profile" This will be set to either EMAIL or PRINT depending on how the customer wants to receive their monthly customer statement. 
  • If Email and Print options do not exist in the Document Sending Profile field they must be added.
  • Search Document Sending Profiles > Click + Add.
  • Under General Tab > Code = PRINT > Description = Print > Uncheck Default.
  • Under Sending Options Tab > Printer =  Yes (Prompt for Settings) >Email, Disk and Electronic Document = No.  
  • Set up Email option similarly. 
  • Next click on Navigate > Document Layouts 
  • Usage Drop Down= Select "Customer Statement"
    • Report ID = 71838 
  • Report Caption = this will auto fill once Report ID is entered 
  • Send To Email = Enter email address of customer that will be receiving emailed statement 

Running Customer SAMT Customer Statements (After above steps completed)

  • When searching the system for Customer Statement >  3 options will appear.

Customer Statement (note this is singular spelling)

  • Use this to print / e-mail SS D365 BC Customer Statements - Once above steps are completed "SAMT customer statements" will open - As this is an overlay.
    • Open any customer card.
    • Report > Statement.
    • Remove the auto-filled Customer No. filter.
    • Proceed as normal (this is the same page).

Customer Statements (plural spelling)

  • This will run native 365 statement (If a specific customer does not want SS SAMT statement ) 

SAMT Customer Statement

  • Do not use (Unable to email statements through this) 

Email Customers SAMT Statements: On Each customer card must have navigate > Document Layouts > SAMT Statement ID > Email assigned for this to email. The email set on customer card field is ignored here. 

  • Usage = Customer Statement
  • Report ID = 71838
  • Send to Email = Email address of customer 

Print Customer Statements (remaining customer who's are not receiving emailed statement)

Use Report Output: Print

How to Exclude Customers with 0.00 Balance

1) Click + Filter to add additional filter

2) Search for Balance ($) = Enter <.01

How to Exclude Specific invoices or Credit memo's from Statement Print out

  • Under Filter: Cust Ledger Entry: > Select Document No.
  • In below example the report will exclude. 
  • S-INV+000755 (Invoice)
  • PS-CR104007 (credit memo)

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Example Business Workflows

Retail Customer Account Sale with Signature Capture

A cashier uses Store Account Management Tools for D365 Business Central during a POS sale by selecting the customer, selecting items, choosing Pay, and posting the invoice to the customer account. The user then captures the customer signature and confirms that the signature was successfully added.

Back Office Sales Order Signature Capture

A Business Central back office user who sells with Sales Orders can be configured in User Setup with SAMT Prompt Form enabled and Signature set to Prompt or Mandatory, depending on whether every workstation has a signature pad available.

Monthly Customer Statement Processing

An accounts receivable user configures Report Selection - Sales for Customer Statement report ID 71838, sets customers to EMAIL or PRINT through Document Sending Profiles, and runs the singular Customer Statement option to print or email statements.

Customer Statement Exclusions

A user preparing statements can exclude customers with a 0.00 balance by adding a Balance ($) filter and can exclude specific invoices or credit memos by filtering the Cust Ledger Entry Document No.

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Conclusion

Store Account Management Tools for D365 Business Central provides Business Central users with setup and usage steps for signature capture, customer account invoice posting, invoice and credit memo report selection, Topaz signature pad configuration, and customer statement processing.

View the Microsoft AppSource page for Store Account Management Tools for D365 Business Central: Store Account Management Tools for D365 Business Central on Microsoft AppSource.

Looking for additional Dynamics 365 Business Central user guides?
Visit our Business Central User Guide Library.

Looking for additional Dynamics 365 Business Central Extensions?
Visit our Business Central Extension Library.