Before you start
How the POS works
Bitta 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.
updated: applies-to: 1.0.0.141
Bitta Retail POS is a touch-first point of sale for Business Central that runs inside your Business Central environment. The register is a Business Central page, POS sales are Business Central records, and the day's sales become standard Business Central sales documents. There is no middleware, no sync service and no separate POS database to reconcile. This page explains the moving parts before you set anything up.
The register runs inside Business Central
Bitta Retail POS is a Business Central extension with no dependency on any other app. Cashiers sell on the POS Register page, a full-screen touch register hosted in the Business Central web client. Everything the register reads or writes, such as POS items, POS customers, shifts, payments and receipts, is stored in Business Central tables in the same company.
Because the register is part of Business Central, it needs a live connection to your environment. Bitta Retail POS is online only; there is no offline mode.
What Business Central stays authoritative for
The POS adds a fast selling surface. It does not replace the master data or accounting you already maintain:
| Area | Where the authority stays |
|---|---|
| Items and inventory | Each POS item is mapped to a Business Central item; End of Day refuses sale lines whose item is not mapped. Stock comes from the item ledger and the store's Business Central location. |
| Barcodes | Standard Business Central Item References of type bar code are the scan source, including variants. |
| Prices and discounts | Prices of mapped items are resolved through standard Business Central price calculation; an unmapped POS item uses its own POS unit price. Pricing profiles point at standard price sources and never store their own item prices. |
| Customers | POS customers map to Business Central customers for posting, credit and receivables. |
| Tax | You choose standard Sales Tax, VAT or no tax. Tax Areas and VAT Posting Setup are maintained in Business Central. |
| Accounting | Sales post through the standard Sales-Post codeunit into the customer, item, tax and general ledgers. |
Two role centers
Bitta Retail POS ships two roles (profiles). Each user picks the one that matches their job.
- Bitta Retail POS is the cashier role center. Its Register Activities part shows the Register Context (cashier, store, terminal, register profile, current shift), My Work (current sale and parked work), Needs Attention (receipt, card payment and kitchen recovery) and Today at This Register.
- Bitta Retail POS Admin is the manager and administrator role center. It adds headlines, a business summary, Operational Attention cues such as the End of Day backlog, charts for tender mix, top items and cashier performance, and menus for Operations, Sales, Customers, Catalog, Payments, Shifts and Cash, Loyalty, Fulfillment, Reporting, Setup and Troubleshooting.
Which role center a person uses is separate from what they are allowed to do. Permissions come from the four assignable permission sets described in POS user permissions.
How a sale flows into the ledger
- A cashier signs in at a register and opens a shift with an opening float. A shift is mandatory only when Require Open Shift is turned on in POS Setup.
- Each sale is built on the register: scanned or tapped items, an optional customer, discounts within the cashier's limits, then tender (cash, card, voucher, on account or a split).
- Completing the sale freezes its prices, tax and payments and marks it released. The receipt prints through the configured print destination.
- The cashier counts the drawer and closes the shift from the register (see Close the shift for the conditions a close checks).
- A manager runs POS End Of Day. It consolidates the released sales for the posting date into Business Central Sales Invoices through
Sales-Post. Return groups always post as Sales Credit Memos. With Create Sales Orders (Not Posted) turned on, the run creates consolidated Sales Orders instead and leaves them for you to post.
With Per-Tender Settlement on (the default), End of Day also posts one payment per tender to that tender's settlement account, so cash, card and voucher amounts land on the right bank or G/L accounts. On-account tenders stay open in receivables. The same End of Day process can run on a schedule through Daily Operations. See End of Day posting for the full procedure.
NOTE
Bitta Retail POS never writes G/L entries directly. Sales post as standard sales documents through Sales-Post, and settlement entries post as standard customer payments (or refunds, for credit memos) through the general journal posting routine, so posted documents, ledger entries and reports reconcile with standard tools.
Configuration in layers
Behavior is set at three levels: company-wide on POS Setup, per store, and per terminal. Register profiles decide which features a register shows, for example Standard Checkout for quick counter sales or Order and Fulfillment for pickup orders with kitchen output. Setups by store type shows typical profiles.
Want to see it with your own items, prices and tax setup first? Book a demo.
What's next
Check the Business Central master data the POS relies on before you install: POS prerequisites. To see where everything fits, the Quick start: set up the POS page lays out the full learning path.