Dynamics 365 Commerce: Improve order capture workflows in Store Commerce

Business value

Every friction point in order capture adds time to each transaction and increases the risk of downstream errors. Context that has no field is lost. A customer order converts to a cash-and-carry sale when all lines are marked as carryout, which removes flexibility that trade counter staff depend on. Standing values such as a customer's purchase order number are retyped on every transaction. This release is designed to address those friction points.

Feature detail

Add notes during order capture. A new Add notes operation on the transaction screen lets associates attach free-text notes during creation. Notes are supported for customer orders, quotations, and pickup transactions, and can capture details such as pickup person information.

Customer orders with all carryout lines. A new point of sale functionality profile configuration lets associates save a customer order when all lines are marked as carryout, instead of converting it to a cash-and-carry sale. Charges, including delivery charges and deposit amounts, are recalculated for full carryout deposit requirements. During order editing, lines can be changed to carryout only if the order is not partially fulfilled.…