System Solutions LLC LSE Automatic Customer Prompt for Business Central User Guide

LSE Automatic Customer Prompt for Business Central automatically opens the customer list page with each new sale in LS Express. The customer selected from the list is applied to the current sale.

Extension

• Extension Version Number: 1.0.0.0
• Extension Version Date: 02/24/2022
• Published by: System Solutions LLC
• Find more extensions for Microsoft Dynamics 365 Business Central by System Solutions LLC

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System Requirements

• LS Express POS.
• The FactBox pane on the right side of LS Express POS must be open.

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LSE Automatic Customer Prompt for Business Central Overview

LSE Automatic Customer Prompt for Business Central Features

The LSE Automatic Customer Prompt automatically opens the customer list page with each new sale in LS Express. The customer selected from the list is applied to the current sale.

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Configuration

Extension Setup or Configuration Page

No separate setup or configuration page is identified in the source documentation.

Suggested Personalization

• Keep the FactBox pane open on the right side of LS Express POS.

User Setup Page

No User Setup page is identified in the source documentation.

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List Pages, Card Pages, Document Pages, and Fields Added to Existing Pages

• Customer list page: Opens automatically when the documented conditions are met.
• No additional pages or fields are identified in the source documentation.

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Using the Extension

Starting a New Sale

1. Start LS Express POS.
2. Make sure the FactBox pane on the right side of LS Express POS is open.
3. Allow the FactBox to finish loading.
4. Begin a new sale.

Automatic Customer List Conditions

After LS Express starts and the FactBox loads, the extension checks both of the following conditions:

1. The currently selected customer is a default customer configured for the LS Express store.
2. The current sale total is 0.

When both conditions are true, the customer list opens automatically.

Selecting the Customer

1. Select the appropriate customer from the customer list.
2. The selected customer is applied to the current sale.
3. Continue processing the sale.

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Troubleshooting

The Customer List Does Not Open

Verify the following documented conditions:

• The FactBox pane is open on the right side of LS Express POS.
• The FactBox has finished loading.
• The currently selected customer is a default customer configured for the LS Express store.
• The current sale total is 0.

The customer list opens automatically only when both customer and sale-total conditions are true.

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Example Business Workflows

Beginning a New Sale for a Known Customer

1. Start LS Express POS and allow the FactBox to load.
2. Begin a new sale with a total of 0 while the default store customer is selected.
3. Select the appropriate customer when the customer list opens.
4. Continue processing the sale with the selected customer applied.

Selecting a Customer Before Adding Sale Lines

1. Begin a new sale before adding items.
2. Confirm that the sale total remains 0.
3. Select the appropriate customer from the automatically opened customer list.
4. Add sale lines after the selected customer is applied.

Verifying the Required POS Layout

1. Open LS Express POS.
2. Keep the FactBox pane open on the right side.
3. Allow the FactBox to finish loading.
4. Begin an eligible new sale and confirm that the customer list opens.

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Conclusion

LSE Automatic Customer Prompt for Business Central opens the customer list when the FactBox has loaded, the currently selected customer is a configured default store customer, and the current sale total is 0. The customer selected from the list is then applied to the current sale.

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Related System Solutions Resources