Bitta Apps

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Bitta Retail POS guide

Follow the chapters in order, from the first install to everyday use and closing. Each page tells you what to open in Business Central and what to fill in.

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  1. Part 1

    Getting started

    4 pages
    1. 01OverviewWhat Bitta Retail POS is: a touch-first register inside Microsoft Dynamics 365 Business Central with Stripe Terminal payments, silent printing, shifts and cash discipline, loyalty, kitchen output, and BC-native posting. Includes a map of the full documentation.
    2. 02Install and first-run setupInstall Bitta Retail POS from AppSource, run the five-step assisted setup wizard, review POS Setup essentials, assign permission sets and POS user PINs, and verify the register opens.
    3. 03Demo walkthroughA guided 15-minute demo using the built-in DEMO dataset and the Simulated payment provider: sell by tile, barcode, and variant, take a simulated card payment, split a tender, park and resume, close a shift, and post End of Day.
    4. 04Your first saleRing one item, take exact cash, and print or skip the receipt - the one-minute path through a complete sale for a new cashier.
  2. Part 2

    Selling at the register

    8 pages
    1. 01A cashier's dayA narrative walkthrough of a full cashier shift in Bitta Retail POS: sign in, open the shift with a float, sell and take payments, lock the register on breaks, record cash movements, and count and close with the Z report.
    2. 02Register tourA tour of the POS Register surface: the opening sequence, status bar, item tiles and favorites, search and scan boxes, the cart and quantity keypad, action rows, and the scanner-first focus design.
    3. 03Barcode scanningHow scanning works at the register: Business Central Item References as the authoritative scan source, variant and unit-of-measure aware scans, weighted and price-embedded barcodes, and how unknown, duplicate, or expired codes behave.
    4. 04Item variantsSelling items with sizes and colors: the variant picker, default-variant fast lane, per-variant barcodes, one-line-per-variant merging, and variant codes on cart lines and receipts.
    5. 05Price checkPrice Check mode shows a read-only price and per-location availability card without touching the sale, with live quantity quotes, the store's own shelf pinned first, and one-tap Add to Sale.
    6. 06Parking and resuming salesPark a basket as a durable draft and resume it later from the Parked picker: what parking preserves, the sale-swap behavior, per-terminal scope, and why parked baskets are never auto-resumed.
    7. 07Discounts and price overridesLine and whole-ticket discounts and price overrides at the register: caps versus hard floors, supervisor PIN approval with approver attribution, reason codes, and the audit badges on changed lines.
    8. 08Gift receiptsPrint a price-free gift receipt for the last completed sale in one tap: what is hidden, the Ref number that enables returns, printing gift receipts for older sales, and reprints.
  3. Part 3

    Payments and tenders

    6 pages
    1. 01Tender screen and split paymentsHow sales get paid in Bitta Retail POS: the tender screen, split payments, denomination and exact-cash buttons, change handling, and per-terminal tender availability.
    2. 02Card payments at the registerTaking card payments at the register: the integrated Stripe Terminal reader flow with its progress dialog, the Card (external terminal) fallback, cancel and retry, and card refunds through returns.
    3. 03On-account salesCharging a sale to a customer's account: the credit policy check (Block/Warn/Allow), quick customer create, and how on-account lands in Business Central as open Accounts Receivable.
    4. 04Stripe Terminal setupConfiguring Stripe Terminal: provider selection, secret key storage, S700/S710 readers, simulated readers for demos, PCI posture (card data never touches BC), and crash recovery of open transactions.
    5. 05Dual pricing and surchargesThe price mode engine: cash discount and card surcharge programs, the Settles At Cash Price tender flag, tender rebalance, G/L adjustment posting, and receipt disclosure.
    6. 06Per-tender settlementSettling each tender slice of a posted document into its own G/L or bank account: cent-exact settlement entries, the retry action, and why On Account stays open in Accounts Receivable.
  4. Part 4

    Shifts and day close

    6 pages
    1. 01ShiftsOpen a shift with a starting float, track expected amounts per tender, and close with a counted reconciliation that computes over/short. Covers the shift lifecycle, the Require Open Shift gate, blind close, and the X and Z reports.
    2. 02Cash movementsRecord pay-in, pay-out, and safe drop movements and No Sale drawer-open audits on an open shift. Every movement is an immutable audit row that updates expected cash immediately and kicks the drawer.
    3. 03Returns and refundsProcess receipt-anchored returns at the register or back office: pick lines and quantities, refund in cash or back to the exact original card charge, and post credit memos through End of Day consolidation.
    4. 04End of dayRun the day close: preview, confirm, and post the day's completed POS sales into consolidated Business Central documents, handle failures safely, schedule the run, and reconcile with the Daily Reconciliation report.
    5. 05Consolidated postingHow End of Day groups sales into consolidated invoices, orders, and credit memos: the fixed grouping key, posting modes, document references, per-group failure isolation, and the Posted Daily Sales archive.
    6. 06Supervisor operationsSupervisor PIN approvals for over-limit discounts and price overrides, drawer and over/short oversight, lock screen user switching, return permissions, and the attention queues for card, refund, print, and posting follow-up.
  5. Part 5

    Receipts and printing

    5 pages
    1. 01Receipts at the registerPrinting, reprinting, and recovering receipts at the register: the Printer menu, receipt and tender-line content, gift receipts, drawer behavior, and what to do when the printer fails.
    2. 02Printers and hardware setupAdministrator guide to the Print Destination model, the five transports (WebUSB, LAN, PrintNode, BC Printer, browser), USB pairing, the durable print queue with retry and reprint, and the cash-drawer kick matrix.
    3. 03Kitchen outputPrice-free kitchen labels and grouped tickets: category defaults and item overrides, copies, queuing after sale commit, retrying a frozen job vs reprinting with current configuration, and the kitchen print audit.
    4. 04Multi-station kitchen routingRoute categories and items to several kitchen stations with Kitchen Route Mode (Legacy, Inherit, Add, Replace), terminal > store > company scope precedence, Both/Labels/Tickets output, priority, and copies.
    5. 05Item labelsPrint Code-128 shelf and product labels for POS items from the item list, card, or Admin role center, and scan them back at the register through the standard barcode pipeline.
  6. Part 6

    Customers and loyalty

    2 pages
    1. 01Customers and loyalty at the registerAttach a customer, read the Customer 360 panel, and run loyalty at the till: auto-enrollment, the loyalty balance display, earning, and redeeming Value and Item Rewards on the Tender screen.
    2. 02Loyalty program administrationAdminister the governed multi-program loyalty model: Programs, versioned Rules and Tier Benefits, Memberships, Points/Visit-Stamp/Cashback/Tier types, balance adjustments, opening liability, breakage, expiry runs, and reports.
  7. Part 7

    Configuration

    12 pages
    1. 01Administrator setup checklistOrdered go-live checklist for Bitta Retail POS administrators: assisted setup, stores and terminals, catalog and barcodes, tenders, printing, security, and end of day, with links to each configuration reference page.
    2. 02POS Setup referenceField reference for the POS Setup card: number series, cash customer, company defaults, tax calculation method, receipt printing, daily consolidation settings, and the setup actions, with links to each split-out topic.
    3. 03Stores, terminals, and usersThe Store -> Terminal -> POS User hierarchy: store location codes, per-terminal overrides for display, printing, drawer, and card readers, and cashier records with PINs and BC salesperson mapping.
    4. 04POS items and catalogThe POS Items catalog and categories, optional mapping and auto-map to Business Central Items and Customers, mapping statuses and posting guards, and the BC list columns that show POS mapping counts.
    5. 05Barcode setupConfiguring barcode resolution: standard BC Item References as the scan source, STANDARD, WEIGHTED, and PRICED Barcode Setup formats, check digits, the default setups generator, duplicate and expired reference rules, and legacy fallbacks.
    6. 06Register layout and assortmentControlling the register surface: show-on-register flags, sort order, favorites, category colors, tile size with per-terminal overrides, item search behavior, and stock badges.
    7. 07Pricing and discounts setupBusiness Central price lists as the pricing authority, Pricing Profiles for retail vs wholesale, and the discount governance rules: caps, floors, supervisor PIN approvals, and reason codes.
    8. 08TaxesUS Sales Tax and VAT through standard Business Central authorities, tax-inclusive pricing, the frozen tax context replayed at posting, and the POS Tax VAT Summary report.
    9. 09Security, PINs, and lock screenCashier PINs for shared-terminal login and lock-screen unlock, auto-relock, switching users mid-shift, supervisor PIN approvals, and the permission-set and licensing layers underneath.
    10. 10Stock availabilityPer-location stock signals at the register and in Price Check, the Store Location Code as the selling-location anchor, how available-to-sell is computed, and why availability never blocks a sale.
    11. 11Multi-store operationsRunning several stores on one company: per-store settings like location and tax area, terminal-store-company configuration precedence, and cross-location stock visibility.
    12. 12Role profiles playbookHow role profiles gate register and Role Center capabilities per role, a reference of every gated capability, and a repeatable enabled/disabled verification method.
  8. Part 8

    Analytics and compliance

    2 pages
    1. 01Analytics and reportingSee store performance inside Business Central: the POS Analytics workspace, role-center dashboards and cues, chart tiles, X/Z reports, the operational report catalog, Posted Daily Sales, and settlement entries.
    2. 02Licensing and trialsHow Bitta Retail POS licensing works: the 30-day trial, server-signed entitlement, 14-day grace period, terminal cap, what is blocked at expiry, and how to activate, refresh, or move a license.
  9. Part 9

    Labs and troubleshooting

    4 pages
    1. 01Payment acceptance labsStructured acceptance scenarios for card payments: prove the Simulated provider first, then Stripe Terminal in test mode, then the physical reader - including refund and interrupted-payment recovery drills.
    2. 02Scale and weighed items labVerify weighed-item selling in stages: manual entry, virtual COM protocol tests, and physical Web Serial scale acceptance - plus the scale-free weighted and price-embedded barcode path.
    3. 03Telemetry and diagnosticsThe privacy-safe BAAPOS telemetry event series, wiring Application Insights at the environment level, the in-product diagnostic surfaces, and exactly what to capture before contacting support.
    4. 04TroubleshootingSymptom-to-fix guide for common register problems: scanner focus, register leases, shifts and expected cash, posting and settlement errors, card payments, printing, scales, returns, and license blocks.
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