Table of Contents

Innovis CashPro overview

Innovis CashPro extends Microsoft Dynamics 365 Business Central with point-of-sale capabilities for retail and store operations.

It combines:

  • cash register setup in Business Central
  • cashier and daily operations such as login, start of day, payments, and end of day
  • cash handling such as float in, float out, deposit of change, and cash removal
  • voucher and gift card handling
  • device integration for peripherals such as receipt printers, cash drawers, and payment terminals
  • fiscalization-related setup through EFR integration

Who uses CashPro

CashPro typically involves two groups of users:

  • Store and cashier users, who work with the POS processes during the business day
  • Business Central administrators or power users, who configure cash registers, payment methods, fiscalization settings, printers, and permissions

This user manual covers both perspectives.

Main process areas

CashPro supports the following core processes:

  1. Prepare Business Central

    • create locations
    • create cashiers and salespeople
    • configure global settings
    • configure one or more cash registers

  2. Start daily operation

    • cashier login
    • optional password change at next login
    • start of day
    • opening balance entry or carryover

  3. Run sales and payment processes

    • create and process sale receipts
    • take cash, voucher, and card payments
    • sell and redeem gift cards
    • hold and retrieve transactions
    • process returns
    • apply price changes where allowed

  4. Perform cash book operations

    • float in
    • float out
    • deposit of change
    • cash count
    • cash removal

  5. Close the business day

    • count payment methods
    • compare expected and counted values
    • create discrepancy receipts if needed
    • close the day

Role Centers and entry points

CashPro adds role-based entry points in Business Central.

Innovis CashPro role

The Innovis CashPro role center is aimed at operational users. It gives access to areas such as:

  • POS activities
  • login and day operation receipts
  • parked receipts
  • cash register setup for the current register
  • assisted setup

Innovis CashPro Admin role

The Innovis CashPro Admin role center is aimed at administrators and setup users. It gives access to areas such as:

  • global CashPro setup
  • cash register setups
  • payment methods and payment method setup
  • tax groups
  • barcode types
  • EFR request logs
  • receipt report selection

Key setup objects

CashPro uses two main setup levels:

Global setup

Global setup contains settings that apply across the CashPro environment, such as:

  • barcode prefix length
  • posting number series
  • clearing account
  • voucher number series
  • voucher sales account
  • EFR base URL and API key
  • whether remaining voucher amounts can be disbursed

Cash register setup

Each physical or logical register has its own setup, including:

  • location and register code
  • assigned user
  • default cashier and salesperson
  • receipt and transaction number series
  • customer and receipt behavior
  • opening balance setup
  • printer, cash drawer, scanner, and terminal settings
  • card payment settings
  • fiscalization settings

What this user manual covers first

This documentation focuses on the processes clearly supported by the current implementation, especially:

  • setup
  • login and start of day
  • payments
  • gift cards
  • hold and retrieve transactions
  • cash book operations
  • end of day

Where the original process concept is broader than the current implementation, this manual follows the implemented behavior in the AL source code.