Customer service
The service holds all specific customer functionality for the LS One POS such as: new customer, searching, credit checking, authorizing payments and etc. The dialogs where a customer is created or edited in the POS are also in this service and can be customized if needed.
Configurations
Please see the Customer configurations on the Site service profile as they control how much of the functionality in this service behaves.
Main functionality
There are many public functions that can be accessed for different purposes and are used by various other services. Not all of these functions will be listed here but the below list are functions we want to highlight.
| Name | Description |
|---|---|
| Adding customer to a transaction | When adding a customer to a transaction various properties on the customer need to be checked (for example Blocked), invoice customer information needs to be retrieved as well. When doing a customization we recommend using function AddCustomerToTransaction to add the customer to an existing transaction so that all functions and checks are done |
| Conclude transaction |
When the POS finishes a sale (after payment) various updates are done through the Site service including updating the customer ledger information if a payment was done with a customer account. See function UpdateCustomerLedger in the Transaction service to see what information is being updated. |
| Customer search | Any dialog or button that allows the user to search for a customer calls the Search function in the service. These dialogs are for example also in the Loyalty service functionality. |
| CustomerTransactionReport | Called from the operation Customer transaction report which is marked as a system operation. This report is not implemented in the standard functionality but this operation can be changed to be a POS Operation and the function implemented as a part of a customization. The only limitation the POS core sets on this operation is that the user has to have the CustomerTransactionReport permission |
| CustomerBalanceReport | Called from the operation Customer balance report which is marked as a system operation. This report is not implemented in the standard functionality but this operation can be changed to be a POS Operation and the function implemented as a part of a customization. The only limitation the POS core sets on this operation is that the user has to have the CustomerTransactionReport permission |
| Transactions | Called from the operation Customer transactions which is marked as a system operation. This report is not implemented in the standard functionality but this operation can be changed to be a POS Operation and the function implemented as a part of a customization. The only limitation the POS core sets on this operation is that the user has to have the CustomerTransactions permission |
POS Operations
Many operations in the POS directly call the customer service. Here below is a list of all the operations and which functions they call
| Name | Description |
|---|---|
| Customer account deposit | Calls function CustomerAccountDeposit |
| Customer add | Calls function AddNewWithDialog |
| Customer balance report | Calls function CustomerBalanceReport. This operation has been depricated (marked as a system operation) but the code and the operation still exists in the POS and service code. If the operation is set as a POS Operation the CustomerBalanceReport function can be implemented to print or display a report. This is operation is not implemented in the standard system |
| Customer edit | Calls function EditWithDialog |
| Customer transactions | Calls function Transactions. This operation has been depricated (marked as a system operation) but the code and the operation still exists in the POS and service code. If the operation is set as a POS Operation the Transactions function can be implemented to print or display a report. This is operation is not implemented in the standard system |
| Customer transactions report | Calls function CustomerTransactionReport. This operation has been depricated (marked as a system operation) but the code and the operation still exists in the POS and service code. If the operation is set as a POS Operation the CustomerTransactionReport function can be implemented to print or display a report. This is operation is not implemented in the standard system |
| Pay customer account | Calls functions AuthorizeCustomerAccountPayment and displays payment dialog found in POS Shared Dialogs |
Note!!! The customer search dialog also calls the "Customer add" and "Customer edit" operations directly from the dialog itself.
Development pack
To find this service in the development pack go to DevPack\Source\POS\Services
