Set up POS Buttons for Dynamics 365

Description: Once the payment parameters are created and configured, you will need to associate the POS Operations to their respective buttons on-screen. The following steps will walk you through assigning the POS Operations to their respective Buttons.

• Setting up POS Button Operations
• Navigating the Screen Layout Designer
• Setting Up Gift Card Operations Buttons
• Setting Up Payment Operations Buttons

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Setting up POS Button Operations

1. Navigate to Retail and Commerce > Channel setup > POS setup > POS > POS operations.
   
2. Select New.
3. Add the POS operations from the table below:

Operation ID	Operation Name	Permission ID	Permission ID2	Check user access	User operation	Enable notif.	Allow task link
9820	Tokenize card	0	0	No	Yes	No	No
9821	Pay token	0	0	No	Yes	No	No
9822	Deactivate gift card	0	0	No	Yes	No	No
9823	Reactivate gift card	0	0	No	Yes	No	No
9824	Access token exchange	0	0	No	Yes	No	No
9825	Get report	0	0	No	Yes	No	No
9826	Submit batch	0	0	No	Yes	No	No
9827	Add tip	0	0	No	Yes	No	No

4. Select Save.

Navigating the Screen Layout Designer

5. From the back office, navigate to Retail and Commerce > Channel setup > POS setup > POS > Screen layouts.
   
6. On the left navigation bar, choose the desired screen layout that is being used by your Register or Store. In this case, we are using A3MGR.
   
7. Under the Button grids section, select the Designer option.
   
8. Log in using your Azure credentials.
   
9. Once you’re logged in, the Button Grid Designer tool should populate.
   
   Important: To better navigate through the Button grids, it helps to know exactly which screen layout resolution you’re working with. Each Resolution has a dedicated subset of button grids, which will denote which button grid we will need to configure later in this guide, based on the POS screen resolution. If you know the screen resolution of the POS station you’re working with, select this option (or the one closest) from the Layout Sizes section, and view the Button grid ID for the section Name we’ll be working with.
   

Setting Up Gift Card Operations Buttons

1. Select the "Select button grid" and identify which Button grid you would like to place the Gift Card buttons in. In this case, we are using Action: A2T1M for Managers or A2T1C for Cashiers.
   
2. Select the sub-menu button where the Gift card operations will be stored.
   
   Note: Sub-menu buttons are used to navigate to different screens. In this case, the sub-menu button for Gift Cards will take you to the Gift card action buttons screen.
3. Find a place to add a new button, then right-select and select New button.
   
   • Alternatively, you can add new rows/columns. To do so, right-click anywhere and select Add row/Add column to create a new set of buttons.
     
   • If you have more buttons than necessary, right-click the extra buttons, then select the Delete button. You can resize/reposition the remaining buttons later.
     
4. Right-selectclick and select Button properties.
   
5. Add the following Actions for each one of the following buttons:
   
   • Pay gift card: Shift4 Gift Card
   • Add to gift card: Shift4 Gift Card
   • Issue gift card: Shift4 Gift Card
   • Gift card balance: Shift4 Gift Card
   • Cash out gift card: Shift4 Gift Card
   • Reactivate gift card: 9823
   • Deactivate gift card: 9823
6. Adjust the Appearance of the buttons as the merchant sees fit.
   
   Note: You can leave the custom theme option unchecked if you’d like it to assume the default colors of your screen layout.
   
   • Enter the desired Button text
   • Enter the desired size in columns and rows
   • Select the desired font size and style
   • Enter the desired background color and text color for the button
     • To add a custom color, right-click any of the bottom color slots
       

Setting Up Payment Operations Buttons

1. Verify what layout grid the following operation buttons should or already reside in:
   • Get report
   • Pay token
   • Tokenize card
   • Submit batch
2. If these do not exist currently, you can create a new subset of buttons. To do so, choose Select grid and locate the designated Button grid, then right-click and select New button. In this case, we’re using A2T1M.
   
3. Under Action, select Sub menu, and under Menu, select the place where these buttons should be placed. In this case, we are using Payment: 5.
   
4. Give this button a unique name; in this case, we are naming it Shift4 Functions.
   
5. Once created, select the button to navigate to the Sub menu screen you selected previously.
   
6. Once in this layout grid, add new buttons or modify existing ones with the following values using the POS Operation IDs created previously for the parameter options.
   
   • Tokenize card (9820)
   • Pay token (9821)
   • Get report (9825)
   • Submit batch (9826)
7. Change the Appearance of these buttons as you see fit; once done, select OK.
   
8. It may also help to create a Back button. To do so, simply create a new Sub menu button that redirects back to A2T1M.
   
9. Lastly, we need to make sure that the Pay Card button is configured correctly. To do so, verify in the Backoffice what the designated Button grid ID is for the Payment methods buttons. In this case, we are using Payment methods: A2T5.
   
10. Right-click the Pay card button and select Button properties.
    
11. Under Actions, select Pay card, and under Payment type, select Cards. Once done, select OK.
    
12. Close the Button designer and run a Distribution Schedule task to push the parameter changes to the POS Software module. If you still have other changes to make, leave this step for last.
    
13. Select Save.