Streamline Trade Desk Operations: Counter Sales v3.0 for Business Central

April 25, 2024

Insight Works unveils Counter Sales v3.0, a significant upgrade to their trade desk app, integrating advanced payment solutions and operational efficiencies into Dynamics 365 Business Central.

Insight Works is excited to announce the latest Counter Sales app upgrade, introducing Counter Sales v3.0 for Business Central. The latest release of the Counter Sales app from Insight Works is a significant enhancement to their renowned trade desk application tailored for Dynamics 365 Business Central. This app update is a milestone in evolving how businesses manage customer check-out transactions and interactions at trade desks and sales counters.

Counter Sales v3.0 expands on its robust platform, offering new functionalities that streamline payment processes and enhance the check-out experience. With seamless integration into Microsoft Dynamics 365 Business Central, Counter Sales offers an unmatched combination of efficiency and user-friendly operation, essential for today’s dynamic trade desk environments.

Brian Neufeld, Director of Marketing at Insight Works, comments on the release, stating, “The launch of Counter Sales v3.0 represents our ongoing commitment to refining and enhancing the check-out experience. This new app version brings cutting-edge features like direct credit and debit card processing and EBizCharge integration but also simplifies customer account payments and enhances financial operations, setting a new standard for POS systems integrated with Business Central.”

Key features in Counter Sales v3.0 include:

  • Credit and Debit Card Processing: Directly process credit and debit card transactions through Business Central for increased convenience, using saved details, manual entries, or external EMV terminals.
  • Seamless EBizCharge Integration: Built-in payment processing with EBizCharge provides efficient payment processing directly in Counter Sales.
  • Simplified Payments on Account: The Counter Sales Payment Journal and Reclassification Journal facilitate straightforward payments to customer accounts and easy adjustments of posted payments, enhancing your financial operations.
  • Flexible POS Order Entry: You can easily toggle between Quick Scan and Counter Sales Order pages, allowing for efficient handling of items with or without barcodes.
  • Accurate Cash Register Management: The new cash register functionality supports detailed payment collections and reconciliations, ensuring precise cash handling.
  • Advanced Invoice and Receipt Printing: Customize your reporting experience with Report Scenarios, selecting specific reports, such as simple receipts or formal invoices, for different customer and payment scenarios.
  • Streamlined Customer Setup: Utilize customer templates within the Take Order Wizard for an efficient and simplified process when adding new account customers.
  • Detailed and Timely Sales Analysis: Utilize the Daily Close Summaries report for detailed insights into your end-of-day payment and sales figures, providing real-time insights into sales and margins.

By adopting Counter Sales v3.0, businesses enhance their point-of-sale capabilities and invest in a solution that optimizes every aspect of their sales and payment operations. Insight Works encourages users to leverage this app update to achieve unparalleled efficiency and customer satisfaction in retail management.

For more information on the Counter Sales app and the app’s benefits for your business, visit or contact your Microsoft Partner today.

About Insight Works

Insight Works is an established Independent Software Vendor (ISV) that specializes in creating cutting-edge Microsoft Dynamics 365 Business Central applications. By focusing on comprehensive solutions for the manufacturing and distribution industries, we craft applications that extend the functionality of Business Central, enabling users to boost efficiency, productivity, and growth. With a global network of over 500 Microsoft Partners, we provide unparalleled service and support to clients worldwide, directly addressing the needs of end-users.

Headquartered in Canada and supported by remote offices in the United States and the Netherlands, Insight Works has achieved numerous accolades for exceptional company growth and commitment to excellence over the past six years. Our international presence allows us to understand and cater to the evolving demands of the global market, reinforcing our promise to deliver outstanding value to our customers and partners worldwide.

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