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Bitta Retail POS guide

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

Start with How the POS worksBrowse the reference

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  1. Chapter 1

    Before you start

    3 pages
    1. 01How the POS worksBitta Retail POS runs inside Business Central, so there is no sync and no second database. See how a register sale becomes a standard invoice at End of Day.
    2. 02POS prerequisitesWhat Business Central needs before you install the POS: posting groups, a location, Sales Tax or VAT setup, payment methods with balancing accounts and users.
    3. 03POS user permissionsGive cashiers, supervisors and managers the right access: the four Bitta Retail POS permission sets, the two role centers and who should get which one.
  2. Chapter 2

    Install and activate

    2 pages
    1. 01Quick start: set up the POSSet up a point of sale in Business Central: install, run the assisted setup, add a cashier PIN, map items and ring your first sale. Starts with a 30-day trial.
    2. 02Pricing and licensesBitta Retail POS costs $29 per user per month through Microsoft Marketplace, or by activation code, with a 30-day trial. See what a lapsed license still allows.
  3. Chapter 3

    Setup wizard

    2 pages
    1. 01Run the setup wizardThe Set Up Bitta Retail POS wizard walks you through five steps to create your first store and register, with a readiness check of your Business Central setup.
    2. 02Try the demo storeLoad 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.
  4. Chapter 4

    Configure

    13 pages
    1. 01Go-live checklistAn ordered go-live checklist for the POS: Business Central prerequisites, stores, tenders, users, catalog, printers and card payments, then a final check.
    2. 02POS Setup referenceEvery company-wide POS Setup setting and the 23 register profile switches that turn features on or off per store and terminal, with how the levels inherit.
    3. 03Multi-store setupRun one store or many from one Business Central company: set up POS stores with their location and tax area, the terminals that run each register, and cashiers.
    4. 04Cashier PIN securityMake every sale traceable to a person: cashier PINs, shared-terminal login, auto-lock, supervisor approvals and PIN lockouts in Bitta Retail POS.
    5. 05Tender methods setupSet up the payment buttons on your register: cash, card, voucher and on-account tenders, their settlement accounts, cash denominations and cash rounding rules.
    6. 06Item catalog setupBuild the register catalog from your Business Central items: POS categories, tiles mapped to items, auto-map, favorites and the items that still need mapping.
    7. 07Barcode setupMake items scannable with the barcodes you already keep in Business Central Item References, plus rules for weighed and price-embedded deli and produce labels.
    8. 08Touch screen layoutArrange the touch register: tile size, the favorites row, category tabs and tile order, with company defaults and per-terminal overrides in Bitta Retail POS.
    9. 09Prices and discount limitsKeep Business Central as the single source of prices: point POS pricing profiles at customer price groups and set discount caps, override rights and approvals.
    10. 10Sales tax and VATCharge US Sales Tax or VAT at the register with your existing Business Central tax setup: choose the method, decide on tax-inclusive prices and report the tax.
    11. 11Receipt printersConnect receipt printers and cash drawers to Bitta Retail POS: PrintNode, Business Central printers, USB or LAN printers, routed by company, store or terminal.
    12. 12Stripe Terminal setupConnect Bitta Retail POS to Stripe: store the secret key, pair a Stripe Terminal reader with each register, turn on QR Pay and test with no real charges first.
    13. 13Stock availabilityShow live Business Central stock on the register: low and out badges, short-stock hints, a nearby-location tip and stock by location on the Price Check card.
  5. Chapter 5

    Daily use

    18 pages
    1. 01Your first saleRing your first sale on the Bitta Retail POS register: unlock with a PIN, add an item, take exact cash, complete the sale and hand over the receipt.
    2. 02Cashier trainingTrain new cashiers on one page: sign in with a PIN, sell, park a sale, give discounts, record cash movements and print the X report, with links to every step.
    3. 03Touch register tourA tour of the touch cash register inside Business Central: item tiles, scan box, cart, totals, sale actions, lock screen and sales history in Bitta Retail POS.
    4. 04Shifts and Z reportsHow shifts work in Bitta Retail POS: the opening float, expected cash, X and Z reports, blind close and over/short, and the steps to open and close a shift.
    5. 05Barcode scanningScan items at a Business Central register with any keyboard-wedge scanner: item references, variants, units of measure, weighed and price-embedded barcodes.
    6. 06Sell item variantsSell sizes and colors at the register from standard Business Central item variants: the variant picker, default and mandatory variants, and blocked variants.
    7. 07Price checkAnswer "how much is this, and is it in stock?" without touching the sale: Price check shows the real price, the quantity total and stock at each location.
    8. 08Split paymentsTake cash with denominations and change due, or split one sale across cash, card, voucher and on-account tenders on the Bitta Retail POS tender screen.
    9. 09Card and QR paymentsHow cashiers use Pay card for Stripe Terminal readers and QR Pay for Stripe QR payments on the tender screen, what a decline shows and where a payment goes.
    10. 10On-account salesCharge a register sale to a customer account after a credit-limit check. The invoice stays open in Business Central receivables until the customer pays.
    11. 11Print and reprint receiptsPrint receipts automatically or on demand, reprint the last or an earlier receipt, open the cash drawer, and recover receipts that failed to print.
    12. 12Gift receiptsPrint a price-free gift receipt for the last sale or an earlier one, see what the gift copy leaves out, and use it to find the original sale for a return.
    13. 13Park and resumePark a basket while a customer fetches a forgotten item, serve the next customer, then resume the parked sale exactly as you left it. Two baskets never mix.
    14. 14Give discountsGive line and whole-sale discounts and override prices within each cashier's limit. Larger changes need a supervisor PIN, and each one records who approved it.
    15. 15Loyalty at checkoutFind or create a customer at the register, enroll them in a loyalty program, show their balance, and let them earn and redeem rewards during checkout.
    16. 16Pay-ins and pay-outsRecord pay-ins, pay-outs, safe drops and No Sale drawer openings with reason codes. Each one updates the shift's expected cash and stays in the audit trail.
    17. 17Returns and refundsHow returns work in Bitta Retail POS: who can process them, how a return is matched to the original receipt and tenders, and how it reaches Business Central.
    18. 18Supervisor approvalsWhat supervisors handle at the register: approve over-limit discounts and price overrides with a PIN, and review card payments and prints that need attention.
  6. Chapter 6

    Close, reconcile and report

    4 pages
    1. 01End of Day postingHow to run End of Day: preview the completed POS sales for a date, post them as standard Business Central invoices and credit memos, and when to schedule it.
    2. 02Consolidated postingHow End of Day groups many register sales into a few standard Sales Invoices, Orders and Credit Memos, and how a failed group is kept apart from the rest.
    3. 03Tender settlementPost cash, card and voucher amounts to their own accounts: per-tender settlement closes each POS invoice with one payment per tender, so deposits reconcile.
    4. 04POS sales reportingRead sales, tenders and cash without exporting: the POS Report Center, the Daily Reconciliation report and the POS Analytics pages, all inside Business Central.
  7. Chapter 7

    Advanced

    6 pages
    1. 01Dual pricing and surchargesRun a dual pricing, cash discount or card surcharge program at the register: one setting, one percentage, shown on screen and receipt, posted to a G/L account.
    2. 02Kitchen tickets and labelsPrint price-free kitchen tickets and labels the moment a sale completes, with order reference, promised time and prep notes, and reprint or recover them later.
    3. 03Kitchen routingSend each category or item to the right prep stations, such as grill, bar and packing, each with its own output form, priority and copies, at any scope.
    4. 04Loyalty programsRun points, visit stamps, tiers and cashback loyalty programs inside Business Central: earn and redeem rules, rewards, expiry, G/L posting and loyalty reports.
    5. 05Print shelf labelsPrint shelf, price and barcode labels for your POS items from Business Central: filter by category or item, set labels per item, and print Code 128 barcodes.
    6. 06Sell by weight with scalesSell produce, coffee or deli items by weight with a Web Serial scale (Generic, CAS or NCI protocol) or manual entry, set up per terminal in Bitta Retail POS.
  8. Chapter 8

    Manage and troubleshoot

    2 pages
    1. 01Audit and telemetryWhat Bitta Retail POS sends to Bitta Apps (never your business data), and where to review the audit trail of sales, approvals and drawer openings.
    2. 02TroubleshootingFix common POS problems by symptom: failed receipts, interrupted card payments, unfinished refunds, license blocks, setup readiness and PIN lockouts.
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