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ICGPOS Connector

ICGPOS Connector

Help & FAQs

ICGPOS Connector
ICGPOS Connector
Help & FAQs

Getting Started

  • Getting Started
  • Getting a demo license

Application Setup

  • Item Price List definition
  • Vat Settings
  • Payment Types
  • POS Terminal Configuration

Master Data Communication

  • Item prices
  • Customer Export
  • Send items to ICGManager
  • Item Creation

POS data reception grouped recepits and returns

  • Sales transactions
  • Customer records
  • Imported Collections
  • Imported Closeouts
  • Closeout Journal
  • Posted Closeouts

POS data reception non grouped recepits and returns

  • Sales transactions
  • Customer Records
  • Imported Collections
  • Imported Closeouts
  • Closeout Journal
  • Posted Closeouts

Sales and Closeouts registering options

  • Manual registering
  • Jobs

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  • Home
  • ICGPOS Connector
  • Sales and Closeouts registering options

Manual registering

Table of contents
  • Manual registering example FOR GROUPED or non-grouped RECEIPTS option
    • Receiving Sales in Microsoft Dynamics 365 Business Central
    • Receiving POS Collections (Treasury) in Microsoft Dynamics 365 Business Central
    • Receiving Closeouts in Microsoft Dynamics 365 Business Central
    • Posting documents from the Closeout Journal
      • Shipping Sales Orders
      • Receiving Sales Return Orders
      • Posting Sales Invoices
      • Posting Credit Memos
    • Posting Closeouts

Sales Receipts and Sales Invoices are received in Microsoft Dynamics 365 Business Central from ICGManager in almost real-time.

There are two options to register the sales and the corresponding closeouts in Microsoft Dynamics 365 Business Central:

Manual Option to be detailed in this section and the other option, automatically, using batch processes explained in the following section

Manual registering example FOR GROUPED or non-grouped RECEIPTS option

The flow of documents is detailed in the following table:

Receiving Sales in Microsoft Dynamics 365 Business Central

Sales are received from ICGManager database every x minutes depending on the configuration of the import batches

Using the “Process All” button sales receipts and sales invoices can be imported manually in Microsoft Dynamics 365 Business Central creating the corresponding documents as explained above.

Receiving POS Collections (Treasury) in Microsoft Dynamics 365 Business Central

POS Collections (Treasury) is received from ICGManager with the same frequency as Sales Documents

sing the “Process All” button payment information can be imported manually in Microsoft Dynamics 365 Business Central

Receiving Closeouts in Microsoft Dynamics 365 Business Central

ICGManager Closeout information is received in the following menu option

Closeout information is detailed by Payment Type and can be processed manually with the “Process All” button

Posting documents from the Closeout Journal

Choose the corresponding menu option

Closeouts to be posted will require posting the documents:

Shipping Sales Orders

Press on the amount figure and ship the Sales Orders, once all the documents are shipped the color will turn green.

Note that the Sales Order must be only Shipped not Invoiced (this last step will occur during the final Closeout posting)

Receiving Sales Return Orders

Press on the amount figure and receive the Sales Return Orders, once all the documents are received the color will turn green.

Note that the Sales Return Orders must be only Received not Invoiced (this last step will occur during the final Closeout posting)

Posting Sales Invoices

Press on the amount figure and post all Sales Invoices, once all the documents are posted the color will turn green.

Posting Credit Memos

Press on the amount figure and post all Sales Credit Memos, once all the documents are posted the color will turn green.

Posting Closeouts

When all the documents of the Closeout are posted and all Amount figures are in green, then the Closeout can be posted using the “Post” or “Post all” button

Updated on September 13, 2021
Table of contents
  • Manual registering example FOR GROUPED or non-grouped RECEIPTS option
    • Receiving Sales in Microsoft Dynamics 365 Business Central
    • Receiving POS Collections (Treasury) in Microsoft Dynamics 365 Business Central
    • Receiving Closeouts in Microsoft Dynamics 365 Business Central
    • Posting documents from the Closeout Journal
      • Shipping Sales Orders
      • Receiving Sales Return Orders
      • Posting Sales Invoices
      • Posting Credit Memos
    • Posting Closeouts

Contact Us

  • info@im-projects.com
  • www.im-projects.com

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