Configure
Stock availability
Show 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.
updated: applies-to: 1.0.0.141
The register in Bitta Retail POS shows how much of an item is available at the store's own Business Central location. Cashiers see Low and Out badges on tiles, a "Not enough stock" hint on cart lines, a tip that names another location when an item is out here, and a per-location list on the Price Check card. Every signal is advice: the register never blocks a sale because of stock, since Business Central allows negative inventory and the cashier may be holding the item.
Prerequisites
- The
BAA POS - Adminpermission set. - A Location Code on each store, on POS Stores. See Stores. Without a location, the store's stock shows as not tracked: no badges, no hints and no nearby tip.
- POS items mapped to Business Central items of type Inventory. Unmapped items and non-inventory items show no badge. See Item catalog setup.
Turn on stock awareness
- Open POS Setup and expand the Register Behavior FastTab:
- Show Stock on Register: the company switch for badges, cart hints and the nearby tip. It is on in a new company.
- Low Stock Warning Qty: a tile shows the Low badge when the available quantity is at or below this number. The default is 5; 0 turns the Low badge off and keeps the Out badge. The field is editable only while Show Stock on Register is on.
- Search for POS Register Profiles, open the profile the terminal uses and check Stock Availability in the Customer Service group. Both register templates, Standard Checkout and Order and Fulfillment, turn it on. With it off, that register shows no tile badges and no cart hints even when the company switch is on.
- Check that every store has its Location Code, then open the register on a till of that store.
What the register shows
- Tile badges: Out when nothing is available at the store's location, Low with the remaining quantity when it is at or below Low Stock Warning Qty, and no badge otherwise. For an item with variants and no default variant, the badge reflects the variant with the most stock. An Out tile still sells.
- Cart line hint: Not enough stock on a line whose quantity is higher than what is available at the store.
- Nearby tip: after the cashier adds an item that is out of stock at this store, a short message names the other location with the most stock, for example "Out of stock at this store - 8 available at DOWNTOWN." The line is added anyway.
- Price Check card: the price, a tax hint and the available quantity at every location, with the store's own location first. A location where the item is not tracked shows Not tracked. In-transit locations are left out.
Price Check follows its own switches: Price Check on the register profile and Disable Price Check on POS Terminals. Select Disable Price Check on a till where customers can see the screen and stock levels should stay private. The cashier side of Price Check is described in Price check.
How availability is calculated
Availability is calculated live for the exact item, variant, location and selling unit of measure:
- posted inventory at the location,
- minus inventory that is reserved,
- minus the unreserved outstanding quantity on Business Central sales orders,
- minus completed POS sales that are not yet posted.
Open carts do not reserve stock. When End of Day posts the POS sales, the posted documents move inventory and the POS demand drops out of the calculation. The quantity shows in the unit of measure the register sells, so a case barcode shows cases.
TIP
Even a single-store company should set the store's Location Code. It keeps sales, cost and availability on one named location and makes a second store a configuration change later.
Which registers show stock is part of the register profile; see Setups by store type for suggested settings by store type.
What's next
The configuration chapter is complete. Ring up a test sale on the register: Your first sale.
Before cashiers start, assign permission sets and role centers to your cashiers, supervisors and managers: POS user permissions and POS users.