Process a Customer Order on Retail POS for Dynamics 365

Description: Learn how to process a customer order on Retail POS for Dynamics 365.

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Processing a Customer Order

1. Go to the search bar at the top of the POS screen and locate the customer you would like to place an order for.
   
2. Once you’ve located the customer, select Add to sale.
   
3. Locate the item you would like to place the order for.
   
4. Select the appropriate options for the item you’re ordering, if applicable. Once finished, select Add item.
   
5. Navigate to Actions and select the Credit card button.
   
6. Select Swipe card from the dropdown, then press Enter.
   
7. Payment will begin processing to the dedicated device (Ingenico with UTG/PAX with BroadPOS Shift4).
   

Important: Payment configuration must be completed in order for this process to work. For information on how to complete the payment setup process, click here.