Installation and Setup
This document describes the installation procedure of the Anyware POS Connector. It covers the basic steps of installing the solution into a Business Central tenant.
Introduction
The installation of the Anyware POS Connector is done locally in the Business Central tenant by uploading the app-file manually.
Prerequisites
There are no prerequisites.
Installation
Follow the instructions below to install the Anyware POS Connector:
- Go to "Extension Management" by search for the same in the global search pane.
- In "Extension Management", click "Manage" and "Upload Extension".
- Pick the app-file and submit the upload form to install the app.
- The installation status can be checked by clicking "Manage" and "Installation Status".
- Wait until the status indicates "Success".
- Congratulations! Anyware POS Connector is now installed.
General Setup
The Anyware POS Connector requires some form of setup, which is done in the "Anyware POS Setup" page. As a first step the Business Central environment needs to be connected to an Anyware POS tenant. Follow the steps below:
- Search for "Anyware POS Setup".
- Click "Connect" in the top button area of the page.
- The connect wizard is now started. Click "Next" to jump to the first step in the wizard.
- Enter a user name and password to a Anyware Cloud user account with access to the tenant of choice. Click "Next" to proceed to the next step.
- Click the assist button in the "Select Tenant Below"-field. A list of approved tenants is displayed. Select the tenant and click "OK". Then click "Next" to proceed to the next step.
- A list of locations is displayed. Check the "Visible in POS"-checkbox for the locations that should be available in the POS. Then click "Next" to proceed to the next step.
- A list of currencies is displayed. Check the "Retail Currency" checkbox for the currencies that should be available in the POS. Usually only one currency. Then click "Next" to proceed to the next step.
- A list of delivery options is displayed. If unified commerce should be activated from start, apply "Delivery Type" and associated "Store Code" to the shipment methods used with unified commerce. Then click "Next" to proceed to the next step.
- A confirmation page is finally displayed. Click "Finish" to exit the wizard.
- To send the locations from Business Central to Anyware Cloud, click "Send Locations". This should be done after the locations are set up properly. See below.
- To send the VAT business posting groups from Business Central to Anyware Cloud, click "Send VAT Setup". Dont forget to assign the correct VAT posting group to each store in Anyware Cloud, in order for the VAT to be calculated correcly.
- To set up the job queue jobs for automatic background processing, click "Setup Jobs".
- Finally, click "Get Store Setup" to download the stores from Anyware Cloud to Business Central. This will also fetch payment types and voucher types, and may be used recurringly when new types are added in Anyware Cloud.
| Field | Description |
| General | |
| Tenant Code | Indicates connected Anyware POS tenant code. |
| Name | The corresponding name of the tenant. |
| Retail Discount Group | A customer discount group used with calculating fixed product discounts based on the discount possibilities in Business Central. |
| Auto Activate New Items | Enables newly created items to be activated and synced with Anyware POS automatically. |
| Sync. Product Attributes | Enables product attributes to be synced with Anyware POS. |
| Auto Post End of Days | Enables automatic posting of end of days after closing. |
| Allow Sales Blocked | |
| Price Calculation | Indicates if the new price list functionality should be used in favour of the old sales prices. |
| Override End of Day Ref. Check | If enabled, no reference check will be made at end of day posting. Used when re-posting an end-of-day-journal for a second time. |
| Locations (Sublist) | |
| Code | A code identifying the location. Read-only. |
| Name | The name of the location. Read-only. |
| Location Type | Indicates if the location is a store or a central warehouse. |
| Visible in POS | Indicates if the location should be visible and available in POS. |
| Currencies (Sublist) | |
| Code | The actual currency code. Read-only. |
| Description | A description of the currency. Normally the same as the currency code. Read-only. |
| Retail Currency | If checked, the currency will be included in product price calculation. |
| Retail Price Group Code | Indicates which Customer Price Group that will be used in price calculations for the current currency. |
| Retail Price List Code | Optional. A reference to a specific Price List, which will limit the price calculation to prices included in the current price list. |
| Outlet Price Group Code | Indicates which Customer Price Group that will be used in outlet price calculations for the current currency. |
| Outlet Price List Code | Optional. A reference to a specific Price List, which will limit the outlet price calculation to prices included in the current price list. |
| Deliveries (Sublist) | |
| Code | Shipment method code. Read-only. |
| Description | A description of the shipment method. Read-only. |
| Delivery Type | The type of delivery this shipment method corresponds to. Should only be set on unified commerce shipment methods. |
| Store Code | The associated store for the current shipment method. For example: "Click and Collect" and "Pick in Store". |
| Inventory Adjustment Codes (Sublist) | |
| Code | A code identifying the adjustment. Usually defined as reasons for inventory adjustment. |
| Description | A description of the adjustment code. IE a description of the adjustment reason. |
| Inventory Adjustment Type | Specifies if the adjustment should result in a positive/negative adjustment or a transfer to a observation location. |
| Target Location Code | If specified as transfer, a target observation location for the transfer. |
| Ship From Store | |
| Enable Ship From Store | Enables "Ship from Store" as a user scenario for inbound web orders. |
| Ship From Store Method | Specifies if an order should be sent to one store in full, or splitted to several stores depending on line allocation. |
| Ship From Store Allocation | Specifies if store allocation should be based on fixed store priority, or sequential average calculations. |
| Check Acceptance Time | If checked, a "Ship from Store" order is redirected to the central warehouse if not accepted in a given time. |
| Order Posting Method | Specifies if orders should be posted manuallt, only shipped or shipped and invoiced. |
| Post G/L Account Lines | Specifies if account lines on the order should be posted when the order is shipped, or if they should be left untouched. Example: freight fees and gift cards. |
| Require Tracking No. | Specifies if the order should require tracking number. The validation is performed when the order processor is fullfilling the order in the POS. |
| When Cancelled In Store | Specifies the fallback process when an order is cancelled in the store. |
| Pickup in Store | |
| Post Invoice On Pickup | Specifies if the invoice posting should require that the order is picked up and collected by customer. |
| Post Pickup Cancellation | Specifies if reverting sales lines should be shipped on the order if the order is cancelled. |
| Web Integration | |
| Web Platform Type | Used for product image downloads. Specifies the web platform type. |
| API Base Url | Specifies the API base url to the web platform. |
| API Key | Specifies the API key to the web platform. |
| SKU Separator | Specifies the sku separator for item number interpretation. |
| Inventory | |
| Always Receive Fully | If enabled, all transfer orders will be received in full when reported as received. |
| Adjust Inventory on Transfer Diff. | If enabled, a positive inventory adjustment will be posted on transfer orders shipments if inventory is below shipped quantity. |
| Variant Description | Specifies which field to be used as variant description. |
| Customer Invoicing | |
| Document Type | Specifies which type of document to use as customer invoice, when invoiced from POS. |
| Invoice Payment Method Code | Specifies the payment method used for invoicing. |
The following actions are available on the "Anyware POS Setup" page:
| Action | Description |
| Connect | Connects Business Central to Anyware Cloud. |
| Test Connection | Tests the connection with Anyware Cloud. |
| Disconnect | Disconnects Business Central with Anyware Cloud. |
| Send Locations | Sends locations to Anyware Cloud. |
| Send VAT Setup | Sends VAT posting setup to Anyware Cloud. |
| Get Store Setup | Get store data, payment types and voucher types from Anyware Cloud. |
| Products | Opens the "POS Product List" page. |
| Shipment Methods | Opens the "Shipment Methods" page. |
| Setup Jobs | Automatically sets up all the background jobs in the job queue. |
| Check Ship From Store Status | Runs the ship-from-store status check manually. See "Ship from Store". |
| Check Pickup Order Store Status | Runs the pickup order status check manually. See "Click and Collect". |
Store setup
Each store set up in Anyware Cloud is automatically created in Business Central when store data is fetched. See above. However, only the store code and the store description are transfered to Business Central in this phase. The settings on store level in Business Central regards primarily posting and below is a list of store settings.
| Field | Description |
| General | |
| Code | The store identifier code. |
| Description | The name of the store. |
| Location Code | The location code associated with the store. Will be used on receipt posting. |
| Posting Setup | |
| VAT Business Posting Group | The VAT business posting group used in end-of-day postings. |
| Gen. Business Posting Group | The general business posting group used in end-of-day postings. |
| Expence G/L Account No. | Account used with expences. |
| Expence Refund G/L Account No. | Account used with refund expences, ie when something is returned to the vendor. |
| Float G/L Account No. | Account associated with the float in the cash drawer. |
| Float Payment Type Code | The payment type used for float. Usually "CHANGE". |
| Rounding G/L Account No. | A rounding account used for amount rounding. |
| Prepayment G/L Account No. | The account used with prepayment on sales orders. |
| Suspence G/L Account No. | Depricated. Not used. |
| Diff. G/L Account No. | Account used for the verified difference amount on end-of-day postings. |
| EOD Diff. G/L Account No. | Account used with unexpected differences on end-of-day postings. If not specified, unexpected differences will cause an error message. |
| Max Diff. Amount Allowed | Maximum amount to be allowed as an unexpected difference. |
| Cash Box G/L Account No. | If used, account associated with the backoffice cashbox in the current store. |
| Shortcut Dimension 1 Code | Dimension value for dimension 1 for the current store. |
| Shortcut Dimension 2 Code | Dimension value for dimension 2 for the current store. |
| Payment and Vouchers (Sublist) | |
| Type | Indicates "Payment Type" or "Voucher Type". Read-only. |
| Code | The identifier of the voucher type / payment type. Read-only. |
| Description | The description of the voucher type / payment type. Read-only. |
| G/L Account No. | Account used with posting for the specific payment type / voucher type. |
| Bank Account No. | If specified, this bank account will be used instead of the G/L Account with posting. |
| Post Separately | If checked, the payment type will result in detailed postings instead of grouped total lines. |
| Item No. | For vouchers, if specified, this will result in item ledger entry postings for the specific voucher type as well as general ledger postings. |
| Journals | |
| Item Journal Template | Item journal template used with receipt postings. |
| Item Journal Batch | Item journal batch used with receipt postings. |
| Gen. Journal Template | General journal template used with end-of-day postings. |
| Gen. Journal Batch | General journal batch used with end-of-day postings. |
| Receipt Doc. No. Prefix | Receipt document number prefix, put in front of the receipt transaction number when posted in the item ledger. |
| Journal Doc. No. Series | Number series for end-of-day postings for the current store. |
| Customer Invoicing | |
| Customer Invoicing Method | Specifies if a combined invoice should be created for the customers who have several receipts on the same day. |
| Auto Post Customer Invoices | If enabled, the customer invoices will be posted automatically. Otherwise they will remain open invoices. |
| Ship From Store | |
| Enable Ship From Store | Indicates if the current store is enabled for the ship-from-store process. |
| Inventory Safety Limit | General safety limit when calculating fulfillment possibilities for the current store. |
| Order Acceptance Time | Deadline when ship-from-store orders need to be accepted for delivery by the stores. Otherwise they will revert back to the central warehouse. |
| Priority | Store priority when allocating ship-from-store orders. |
| Inventory | |
| Send Transfer Shipments | Specifies if transfer order shipments should be sent to Anyware Cloud for receiving in the store. |
| Send Purchase Orders | Specifies if released purchase orders should be sent to Anyware Cloud for receiving in the store. |
| Dimensions | |
| Shortcut Dimension 1 Code | Dimension value for dimension 1 for the current store. |
| Shortcut Dimension 2 Code | Dimension value for dimension 2 for the current store. |
| Shortcut Dimension 3 Code | Dimension value for dimension 3 for the current store. |
| Shortcut Dimension 4 Code | Dimension value for dimension 4 for the current store. |
| Shortcut Dimension 5 Code | Dimension value for dimension 5 for the current store. |
| Shortcut Dimension 6 Code | Dimension value for dimension 6 for the current store. |
| Shortcut Dimension 7 Code | Dimension value for dimension 7 for the current store. |
| Shortcut Dimension 8 Code | Dimension value for dimension 8 for the current store. |
| Endless Aisle | |
| Order No. Series | Number series used for endless-aisle orders. |
| Customer No. | Store customer number used for endless-aisle orders. |
| Location Code | Default warehouse fulfilling endless-aisle orders from this specific store. |
| Balance Account No. | Account number used for balancing the payment on endless-aisle orders. |
| Order Type Code | If used, order type for the endless-aisle orders. |
| Use Dimensions | Indicates which dimensions that will be put on the endless-aisle order. |
| Intercompany (Depricated) | |
| Company Posting Type | Not used. Depricated. |
| Post in Company Name | Not used. Depricated. |
Updated: 2024-07-31 16:29 by Håkan Bengtsson
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