POS sales that post themselves
Cash sales from every till are imported, validated and posted as Business Central documents, with the cash receipt applied by payment method.
Dynamics 365 Business Central
SalesLife with Dynamics 365: retail and POS, built into Business Central
SalesLife 365 for Retail and Point of Sale is an extension for Dynamics 365 Business Central. It receives POS sales from SalesLife Central, posts them to your ledger, and adds loyalty, routes, approvals and retail analytics inside Business Central, so finance and retail operations work in the system they already know.
What the extension adds to Business Central
Loyalty programmes
Programmes, tiers, a reward catalogue, redemptions and an audit log, with points kept in step with the till and the Customer App.
Promotions
Buy-one-get-one and other promotion rules with an audit log of every change.
Routes, drivers and vehicles
Route plans, vehicles and drivers, with suggested routes and route, region and location price groups for van sales and distribution.
Stock requisitions and approvals
Branch requisitions with an approval workflow, rejection comments and stock transfers that flow back to the branches.
Retail analytics
Reports for basket analysis, SKU velocity, demand timing, cross-sell opportunities, replenishment exceptions and customer flow, plus pick lists and item barcode labels.
Role centres for retail
A Retail Operations role centre with cues for sales, the outbound queue and the connection to SalesLife Central, and a role centre for the integration administrator.
Till registers and payments
Till registers visible in Business Central, and payment methods for cash, M-Pesa, Airtel Money, card, bank, cheque, vouchers, gift cards and loyalty seeded for you.
Master data one way, sales the other
Business Central owns your items, customers, vendors and price lists. SalesLife Central distributes them to the branches, and brings the sales back for posting.
StartFinance maintains the books
- Business Central
Maintain master data
Items, customers, vendors, tax types, payment methods and price lists are owned and changed in Business Central.
- SalesLife Central
Receive only the changes
Business Central writes new and changed records to Central, and unchanged records are not sent again.
- Branch
Pull to every till
Branches pull products, prices and customers, and trade locally, online or offline.
- SalesLife Central
Stage the sales
Sales are pushed from the branches, and Central checks that every reference is known before it releases a sale.
- Business Central
Post the documents
Each sale posts with its cash receipt by payment method, and refunds post as credit memos with a refund journal.
- SalesLife Central
Acknowledge
The Business Central document number returns to Central and the branch. Anything that failed waits in an exceptions worklist.
ResultBooks and branches in step
What moves between Business Central and SalesLife Central
| Flow | What moves |
|---|---|
| Master data to Central | Units of measure, tax types, item categories, currencies, payment methods, locations, regions, routes, salespeople, customer price groups, customers, vendors, ship-to addresses, items with barcodes and unit conversions, and price lists. |
| Sales to Business Central | Till sales with their lines and payments, imported on a schedule you control and posted in their own transaction, so one failure never stops the run. |
| Acknowledgements back | Each posted sale is acknowledged to Central with its Business Central document number, and the branch sees the result. |
| Stock | Stock balances by item and location, sent when the quantity changes, and stock transfers in both directions. |
| Purchasing | Purchase transactions and stock requisitions staged by Central and posted to Business Central. |
| Loyalty | Points and rates, so the balance at the till and in Business Central agree. |
Posting finance can trust
Payments reach the right account
Cash, M-Pesa and bank receipts, and liabilities such as vouchers, gift cards and loyalty, are routed to the G/L accounts you choose, by payment method.
Refunds done properly
A refund posts a credit memo and a refund journal line for each tender, so the cash goes out the same way it came in.
Tax mapped to your VAT setup
Each tax type and rate maps to a VAT posting group, and a sale with an unmapped tax is flagged instead of posted wrongly.
Only what changed is sent
Before an export, each record is compared with what Central last accepted. Unchanged records are not sent, and a failed record is retried on the next run.
Run it from Business Central
- A Connect to SalesLife Central guide in Assisted Setup: enter the address and credentials once, and it derives every endpoint, seeds the payment methods, schedules the jobs and tests the connection
- An exceptions worklist that explains why a sale has not posted (payment method, tax mapping, warehouse, item, customer, salesperson, dimension, posting date, number series, bank account or connection) with Fix It, Retry Posting and Resend Acknowledgement
- Role centre cues that drill into posting errors, failed queue entries, job queue errors and the state of the connection
- Failure alerts and an optional daily digest by e-mail
- A log of every call to Central, with the request and response
- Permission sets for administrators, operators and view-only users
See it with your own kind of data
Open the Set Up a SalesLife Demo Company guide in a new, blank sandbox company, and it builds a trading retailer for you: an industry catalogue, a Kenyan branch network, pricing, loyalty, staff accounts and sample POS sales.
- A full retail catalogue with units, categories and barcodes
- A branch network with locations, regions and routes
- Price lists, promotions and a loyalty programme
- Sample POS sales that post through the whole path to the ledger
FAQ
Common questions
Do tills connect directly to Business Central?
No. Tills sync with SalesLife Central, and Central posts to Business Central. This keeps ERP credentials off the tills and lets branches keep trading when the ERP is unavailable.
Who owns the master data?
Business Central. Items, customers, vendors, prices and the rest are maintained there and written to Central, which distributes them to the branches.
What happens when a sale cannot post?
It stays in the exceptions worklist with the cause classified, for example a missing payment method or tax mapping. Once fixed, you retry the posting and resend the acknowledgement.
Do we need to change how finance works?
No. Finance works in Business Central with normal documents, journals and G/L accounts. Mapping tables decide how POS payments and taxes land.
Can we try it before committing?
Yes. The demo company guide builds a complete trading retailer in a sandbox company, so you can follow a sale from the till to the ledger.
Is Dynamics 365 Business Central the only ERP?
No. SalesLife Central also posts to SAP Business One, with its own mapping.
Keep exploring
See SalesLife on your products, your branches and your ERP.
Book a live demo with a SalesLife retail specialist, or email hello@saleslife.com.