In this video, you will get an introduction to the trial and some of its many possibilities and features. You will i.a. see how to perform a sale in the POS, NP Retail, and how this sales order shows up in Dynamics 365 Business Central afterwards, as well as how an order placed in the web store can be seen in Business Central.

If you prefer to read this introduction in text instead look below.

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Step 1. Access the POS

The initial email you got after ordering the trial features a multitude of links.
Click on the first link “NP Retail – POS” to open up the POS.

Use username and password listed in the email to log in.

Screenshot of an example of how to create a sales order in the NAV step by step

Step 2. Activate the POS

To activate the POS, you choose a “Salesperson Code” between 1 and 5.
Press “OK”.

Screenshot of an example of how to create a sales order in the NAV step by step

Step 3. Inventory level before a sale

Now you can perform a sale, see how the sale affects the inventory level, and check how the sales order shows up in the ERP system.

To check the inventory level click on the “lookup” function that lists all the products on sale.

Screenshot of an example of how to create a sales order in the NAV step by step

As an example, type in: Festina Chronograf Steel/Black.

To the right on the lookup item, you see that the inventory level of the Festina Chronograf Steel/Black watch is 3.
Press cancel after you have seen the inventory level of the watch.

Screenshot of search results when the user types a specific name

Step 4. Perform a sale in the POS

To perform a sale of the Festina Chronograf Steel/Black watch, press the button “Watches” on the screen.

Screenshot of an example of how to create a sales order in the NAV step by step

Press “Gentlemen”

Press “Festina Chronograf Steel/Black”

You now see that the watch has been added as a sales line.

Screenshot of an example of how to create a sales order in the NAV step by step

Step 5. Payment of the item in POS

When the watch is added as a sales line on the screen, the customer can pay for the item.
Press the green button “Go to payment”.

If the customer pays by cash, you press the button “Cash”.

Now you type in the amount of cash that the customer pays.
Press “OK”.

The sale is now completed and the POS is ready for a new sale.

Screenshot of an example of how to create a sales order in the NAV step by step

Step 6. Inventory level after a sale

Now that the sale of the watch has been completed, you can go check how it has affected the inventory level. You check the inventory level by clicking the “lookup” button, that lists all the products on sale.
Type in: Festina Chronograf Steel/Black.

To the right on the lookup item, you see that the inventory level of the Festina Chronograf Steel/Black watch is now 2 after you performed a sale of one watch.
Press cancel after you have seen the inventory level of the watch.

Screenshot of search results when the user types a specific name

Step 7. Access Dynamics 365 Business Central

To see the sales order of the Festina Watch sold in the POS system, you need to access the ERP system. To access Business Central to see the sales order, you click on the third link in the email. Business Central will now open in a web browser.

Fill in the login information listed in the email.

Screenshot of an example of how to create a sales order in the NAV step by step

Step 8. See sales order from POS

When you have access the Business Central you navigate to the Audit Roll in the top left corner of the screen.

Screenshot of an example of how to create a sales order in the NAV step by step

You now see the sales order of the watch written in bold and blue. Here it is possible to see the item sold and the payment type – in this case the Festina watch paid by cash.

The POS is, however, not the only way to perform a sale. Another is to sell items in a web store. Follow the next steps to see how the web store works.

Screenshot of an example of how to create a sales order in the NAV step by step

Step 9. Access web store

To access the web store, you click on the second link in the initial email you got after ordering the trial that features NP Ecommerce – Web store.

Screenshot of an example of how to create a sales order in the NAV step by step

Step 10. Perform a sale in web store

On the screen, you see the front page of the web store. Under “Feature Products” are listed four different kinds of jewellery.
Choose the Festina Mademoiselle watch as an example and Add to Cart.

In the top right corner, you see the added item in your cart.
Press “Checkout” to pay for your item.

Front of demo webshop selling jewelry

Step 11. Pay for the item in web store

In checkout, you type in your address and shipping method.

For payment information, you choose to pay by credit card.

Agree on the terms and conditions.

Press the “Proceed to Payment” button.

Screenshot of an example of how to create a sales order in the NAV step by step

Type in the test card information shown on the screen.
Fill in Card number, Expiration and Card verification data.
Press complete payment, when you have filled in the card information.

When you see the “Thank you for your purchase” page, you have now purchased a watch on the NP Ecommerce web store. To see what the sales order looks like in the Business Central, follow the next steps.

Screenshot of an example of how to create a sales order in the NAV step by step

Step 12. Access Business Central

To see the sales order of the Festina Watch sold in the web store, you access the ERP system. To access Business Central you click on the third link in the e-mail.

Business Central will now open in a web browser.
Fill in the login information.

Screenshot of an example of how to create a sales order in the NAV step by step

Step 13. See sales order from web store

When you have access the Business Central you navigate to the “Daily Sales Orders” in one of the blue tiles in the middle of the screen.
Press the button.

Screenshot of an example of how to create a sales order in the NAV step by step

You now see the sales order as a sales line. To see more information, press the sales line of the order. The order is now ready to be processed.

Screenshot of how it looks when you have made a sales order on NAV