Learn how to process a Cash & Carry transaction in Microsoft Dynamics 365 Store Commerce using a simple, step-by-step tutorial.
In This Article
- Introduction
- Understanding Cash & Carry in Retail
- Pre-requisites for Store Commerce Setup
- Steps to Perform Cash & Carry Transaction
- Posting the Transaction to Headquarters (HQ)
- Verifying Transaction in Dynamics 365 HQ
- Common Errors and Troubleshooting Tips
- Conclusion
1. Introduction
In this tutorial, we’ll walk through how to perform a Cash & Carry transaction in Microsoft Dynamics 365 Store Commerce (Modern POS or Cloud POS).
Cash & Carry refers to a walk-in customer purchase, where payment and delivery occur immediately — perfect for quick retail sales environments.
💡 This guide applies to Dynamics 365 Commerce connected to HQ or working in offline mode.
2. Understanding Cash & Carry in Retail
Cash & Carry is one of the simplest retail transaction models. It means the customer:
- Selects products
- Makes payment immediately (usually cash/card)
- Takes the goods right away
It differs from Customer Order or Quotation, where fulfillment or payment might occur later.
🖼️ IMAGE PLACEHOLDER 1 – Example illustration of Cash & Carry process (Insert screenshot of Dynamics 365 Store Commerce home screen)
3. Pre-requisites for Store Commerce Setup
Before starting, ensure the following:
| Component | Description |
|---|---|
| Store Commerce App | Installed and configured on your POS device |
| Retail Server | Connected and authenticated |
| Channel DB Sync | Data synchronized between HQ and Channel DB |
| Staff Login | Valid user with POS permissions |
| Product Availability | Items must exist in the store’s assortment |
🖼️ IMAGE PLACEHOLDER 2 – Screenshot showing Store Commerce signed in with a valid staff account
4. Steps to Perform Cash & Carry Transaction
Follow these detailed steps to process a sale:
Step 1: Sign in to Store Commerce
- Launch the Store Commerce app.
- Enter your Staff ID and Password to log in.
🖼️ IMAGE PLACEHOLDER 3 – Login screen
Step 2: Add Products to the Cart
- Use Search or Scan Barcode to find products.
- Click Add to Cart.
🖼️ IMAGE PLACEHOLDER 4 – Product added to cart screen
Step 3: Apply Discounts or Modify Quantity
- Select an item line → Click Edit line to change quantity or apply discounts.
Step 4: Select Payment Method
- Click Pay → Choose Cash or Card.
- Enter the amount tendered and confirm.
🖼️ IMAGE PLACEHOLDER 5 – Payment screen showing cash tender
Step 5: Complete and Print Receipt
- Once payment is confirmed, click Complete transaction.
- The system prints a receipt or sends an e-receipt if configured.
🖼️ IMAGE PLACEHOLDER 6 – Receipt screen after transaction completion
5. Posting the Transaction to Headquarters (HQ)
Transactions are first stored locally in the Channel Database.
To sync them with HQ:
- Run P-job, S-job, and T-job batch jobs in Dynamics 365 HQ.
- Ensure all jobs finish without error.
🖼️ IMAGE PLACEHOLDER 7 – Screenshot of batch job execution in HQ
6. Verifying Transaction in Dynamics 365 HQ
Go to:
Retail and Commerce → Inquiries and Reports → Sales Transactions
Filter by:
- Store
- Terminal ID
- Date
Your Cash & Carry sale should appear here once synced.
🖼️ IMAGE PLACEHOLDER 8 – Sales transactions inquiry screen
7. Common Errors and Troubleshooting Tips
| Issue | Possible Cause | Solution |
|---|---|---|
| POS can’t connect to server | Retail Server certificate expired | Renew or replace certificate |
| Payment button disabled | Shift not opened | Open shift before starting sales |
| Transaction not appearing in HQ | Job sync incomplete | Run distribution schedule jobs |
🖼️ IMAGE PLACEHOLDER 9 – Example error popup during transaction
8. Conclusion
Congratulations! 🎉 You’ve successfully completed a Cash & Carry transaction in Dynamics 365 Store Commerce.
This process forms the foundation of daily retail operations, ensuring accurate cash handling and inventory tracking.
💬 Recommended Next Steps
- Learn Customer Order Transactions in Store Commerce
- Explore Offline Mode Operations
- Automate Sync Jobs for smoother HQ posting
Tags: #Dynamics365 #Retail #StoreCommerce #CashAndCarry #Tutorial
🌟 Author Note
Written by Rizwan — sharing insights and tutorials on Microsoft Dynamics 365 Finance & Operations, Retail & Commerce, and AX 2012 R3.
Suggested Featured Image:
🖼️ Dynamics 365 Store Commerce POS interface screenshot with “Cash & Carry Transaction” overlay text.