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Setup wizard

Try the demo store

Load a ready-made demo store in a Business Central evaluation company: two registers, 29 items, customers and a cashier PIN, then follow a short guided tour.

updated: applies-to: 1.0.0.141

Bitta Retail POS includes a demo data guide that builds a complete, realistic store in an evaluation company: two registers with different workflows, a catalog with barcodes and variants, customers, POS users and a few completed sales. It is the fastest way to see the register working end to end before you configure your own data. The guide is a separate assisted setup, Try Bitta Retail POS with Demo Data, and it refuses to run in a company that already has real POS sales.

Prerequisites

  • An evaluation company with a complete Business Central posting foundation, such as a company created as Evaluation - Sample Data. The guide checks for a sellable item and an unblocked customer with complete posting setup.
  • Invoice Nos. and Posted Invoice Nos. set in Sales & Receivables Setup.
  • A Business Central payment method with a usable balancing account (an unblocked direct-posting G/L account or bank account). The guide never creates or guesses an account.
  • For Sales Tax companies, an existing Tax Area to use for the demo store. The guide never creates tax jurisdictions, rates or Tax Details.
  • No POS sales outside the demo store, and a card payment provider of None or Simulated.
  • The BAA POS - Admin permission set.

You can run the guide before or after Set Up Bitta Retail POS; it runs the same company provisioning itself.

Create the demo data

  1. Search for Assisted Setup in Tell Me and choose Try Bitta Retail POS with Demo Data, or choose Demo Data Guide on the Setup menu of the Bitta Retail POS Admin role center. The first page explains the two registers and the safety rules.
Try Bitta Retail POS with Demo Data guide describing the two demo registers
Step 1: the guide explains what it creates and when it refuses.
  1. If the company uses Sales Tax, select the Store Tax Area for the demo store.
  2. Choose Create Demo Data. The guide runs every check first; if one fails, it stops with a message such as "Demo data was not created: this company already has POS sales that are not demo data." and creates nothing. On success it shows The Two-Register Demo Is Ready with the Demo Journey summary.
The Two-Register Demo Is Ready page with the Demo Journey summary of what the guide created
Step 3: the completion page lists what was created and a suggested demo script.
  1. Close the guide and open the register with Open Register on the Bitta Retail POS role center. It opens DEMO-T1, the default register the guide sets in POS Setup; to work on DEMO-T2, set Default POS Terminal ID on POS Setup to DEMO-T2 first.

What the guide creates

All demo records use fixed DEMO codes, and running the guide again only fills in what is missing. Existing records keep their values; the guide only fills blanks, such as a missing payment method on the starter tenders, a card provider of None, or an empty default store and register in POS Setup.

Area What you get
Store DEMO, Demo Coffee & Goods, on a location the guide verified can post
Registers DEMO-T1 Demo Front Counter with a Standard Checkout profile, and DEMO-T2 Demo Order and Fulfillment with Pickup, order reference, promised time, preparation instructions and a kitchen example. DEMO-T2 also uses small tiles and a 5-minute auto-lock.
Categories 7: Hot Drinks, Cold Drinks, Bakery, Grocery, Merchandise, Services, and Seasonal (hidden from the register)
Items 29 POS items, DEMO-I01 to DEMO-I29, each mapped to a new DEMO- Business Central item with opening inventory. Eight carry EAN-13 barcodes, Demo T-Shirt has Small, Medium and Large variants with their own barcodes, and Demo Cup of Water (free) has a zero price.
Customers 5: DEMO-C1 Demo Walk-In Cash, DEMO-C2 Demo Contractor LLC (credit limit 5,000, for on-account sales), DEMO-C3 Demo Near-Limit Diner (credit limit 150), DEMO-C4 Demo Cash-Only Carl (POS-only, not mapped), DEMO-C5 Demo Loyal Lucy (loyalty card DEMO-LOYAL-0001)
POS users DEMO-CASH, a cashier with PIN 3333; DEMO-ADMIN and DEMO-SUPER, supervisors with no PIN
Payments The Simulated card provider (no credentials, no real charges). DEMO-T2 shows only Cash and Card tenders.
Loyalty Four Draft templates: DEMO-POINTS, DEMO-VISITS, DEMO-TIERS and DEMO-CASHBACK. Nothing is activated for you.
POS Terminals list showing DEMO-T1 Demo Front Counter and DEMO-T2 Demo Order and Fulfillment in store DEMO
The two demo registers in store DEMO.
POS Users list with DEMO-CASH, DEMO-ADMIN and DEMO-SUPER and their PIN Set status
DEMO-CASH has PIN 3333; the two supervisors have no PIN yet.

WARNING

The two demo supervisors have no PIN on purpose. Assign one with Set PIN on the POS user card before you demonstrate a supervisor approval, and never carry the demo users into a live company.

Seeded transactions

The guide rings sales through the real register logic:

  • On DEMO-T1, a shift opens with a 100 float, records two sales (two Demo Cappuccino and a Demo Butter Croissant paid in cash with change, and Demo Coffee Beans 1 kg with a Demo Logo Mug for Demo Contractor LLC, split between cash and card), and closes with a balanced count.
  • On DEMO-T2, a shift opens with a 100 float and stays open. It holds a completed Pickup sale for Demo Loyal Lucy (Demo T-Shirt in Medium and a Demo Sourdough Loaf, paid by card, order reference "Take Away - Alex") and a parked Pickup basket with a Demo Iced Latte and a Demo Blueberry Muffin.

End of Day is not run. The three completed sales stay released so you can post them yourself.

POS Sales list for store DEMO with the released demo sales and the register's open sales
The seeded sales are released but not posted, ready for End of Day.

A short guided tour

  1. Open DEMO-T1, sign in as DEMO-CASH with PIN 3333, and ring a quick sale. See Your first sale.
  2. Scan one of the demo barcodes and pick a Demo T-Shirt size. See Barcode scanning and Sell item variants.
  3. Take a Simulated card payment, then split a tender between cash and card. See Split payments.
  4. Open DEMO-T2, resume the parked basket and complete the Pickup order. See Park and resume.
  5. Set a PIN for DEMO-SUPER and approve a discount above the cashier's 10 percent limit. See Give discounts.
  6. Close the open shift on DEMO-T2 (and any shift you opened on DEMO-T1): count each tender and choose Close Shift as described in Close the shift, and see A shift will not close if it names a sale that is still Open. Then, as an administrator, run POS End Of Day and review the posted Sales Invoices. With the default EOD Open Shift Policy of Block, End of Day refuses to run while a shift is still open; in an evaluation company you can set the policy to Warn or Allow on POS Setup instead. See End of Day posting.

The Simulated provider needs no reader and makes no real charges. For structured card payment testing, see Test with the Simulated provider; for how Standard Checkout and Order and Fulfillment profiles differ, see Setups by store type.

Want to see it with your own items, prices and tax setup first? Book a demo.

What's next

Start configuring a real store: Go-live checklist.

// next step

Ready to try Bitta Retail POS?