Getting Started

The first step is to sign up for Microsoft Dynamics 365 Business Central at https://dynamics.microsoft.com/en-us/business-central/overview/.

 

Once your solution is up and running add the LS Express extension from the Appsource marketplace here. For more information on how to do that see the Business Central documentation here.

 

After adding the LS Express extension, a notification is displayed in the Business Manager role center where the assisted setup can be accessed directly.

 

 

The point of sale cannot be used until the setup process has been completed.

 

 

Step by step instructions

 

Once the extension is installed a notification is visible in the Business Manager role center, and a new list item is available in the Assisted Setup list called "Set Up LS Express". This must be run before LS Express can be run.

 

How many devices do you need? One device is needed for each point of sale you intend to run.

A valid email address must also be entered.

 

 

Then staff is created. The point of sale cannot be run without at least one staff member. Additional staff can also be added at a later date.

 

 

In order to be able to accept payments a point of sale customer profile must be defined. It can either be created (recommended) or an existing customer is selected from the list. To create a new customer profile fill out the required fields.

Please note that the tax is calculated based on the tax area selected - but only if the tax liable field is checked.

 

 

 

At least one payment method must be created. Cash payment is added by default, but during this step additional payment methods can be defined, such as the Store Credit payment method below. Additional payment methods can also be added at a later date.

 

 

 

The setup is now finished! 

 

Please note, LS Express adds a new role center, LS Express Point of Sale - Sales Associate, to the list of available profiles. All actions are run from the role center, and all users intending to use the Point of Sale system must choose this role center. For more information about how to change the role center see the Dynamics 365 documentation here.

 

 

Also note that users that are not administrators, such as "business" users, cannot use the system unless LS Express permissions are added to them.

 

For additional setup guidance see Setup section.