Microsoft Course 8335 - Retail Management Systems (RMS) Headquarters — A 2-Day Course

 Open Public Course Closed In-House Course

Course Synopsis

The Microsoft Course on Retail Management System Headquarters prepares students to assist their customers with the installation, setup, configuration, and implementation of Headquarters. The Course focuses on explaining that when Headquarters is installed on a computer at a head office, it ties all the data from all stores together, acting as an integrated, business-wide point-of-sale and retail management solution for growing mid-sized retail chains. Students learn that Headquarters enables users to set policies and procedures for each store to follow and enforces those rules for the entire retail enterprise. Upon completion of the course, students should have a good basic understanding of Headquarters functionality and capabilities.

Course Objectives

After completing this course, students should be able to:

• Determine how Retail Management System Headquarters can meet customers retail needs
• Assist customers in meeting Headquarters installation requirements
• Install Retail Management System Headquarters and the Software Copy Protection Device (Dongle)
• Use Headquarters in Evaluation Mode
• Create, configure, and maintain a store database in Headquarters Administrator
• Define stores in HQ Manager
• Export Store Operations databases
• Set up a store database at each store
• Configure HQ Server
• Synchronize the stores
• Create and run Worksheet Style 401: Request Data Upload
• Connect to Headquarters and process worksheets
• Perform a Physical Inventory
• Reconcile the Headquarters Inventory
• Migrate from QuickSell 2000 to Headquarters
• Use Add-Ins in Headquarters
• Issue Queries

Intended Audience

Headquarters training is recommended for Microsoft Certified Partners planning to sell, implement, configure, consult, and/or support Retail Management System Headquarters. The course is targeted toward resellers who wish to assist their customers with the installation, administration, implementation, and maintenance of the Retail Management System Headquarters application. Partners who participate in this Course are those who wish to gain a practical working knowledge of the application s functionality and capabilities.

Course Prerequisites

Before attending this course, students should have:

• Completion of the Microsoft Business Solutions Retail Management System Store Operations Course
• Some working knowledge of Microsoft Windows 2000 or Windows XP
• Basic understanding of Microsoft SQL Server
• Basic understanding of daily retail operations
• Basic understanding of retail software applications and database storage techniques

Price

The price for each Retail Management Systems course is £595 + VAT.

Book both this course and 'Retail Management Systems Store Operations (M8336)', for a total of £995 + VAT.

Outline Course Contents

Headquarters System Information

The purpose of this chapter is to give students a general overview of the Retail Management System Headquarters application. The functionality and capabilities of the Headquarters components are introduced, along with an explanation of the minimum and recommended system requirements, including the Software Copy Protection Device (Dongle). Following the discussion for this chapter, an exercise demonstrates how to install the software.

• Introduction and Overview
• Headquarters Components
• Installation Requirements
• Software Copy Protection Device (Dongle)

Headquarters Administrator - Setup and Deployment

This chapter focuses on the setup and store deployment of Headquarters. Students gain a basic understanding of the terminology used in Headquarters, building the HQ Database, configuring the HQ Server and HQ Client, and upgrading the HQ Database. Exercises at the end of this chapter demonstrate how to import an existing Store Operations database into Headquarters and connect the stores using HQ Client.

• Setup and Deployment Overview
• Headquarters Terminology
• Building the HQ Database
• Store Deployment
• HQ Server Configuration
• HQ Client Configuration
• Upgrading the HQ Database

Headquarters Manager

This chapter focuses on Manager Navigation, configuration, and security. There is also a discussion about Centrally Maintained Data, Locally Originated Data, and Store Specific Data, in addition to an explanation of the HQ Wizards.

• Manager Overview
• Manager Navigation
• Manager Configuration
• Manager Security
• Centrally Maintained Data
• Locally Originated Data
• Store Specific Data
• HQ Wizards

Headquarters Worksheets

The purpose of this chapter is to discuss how Headquarters Worksheets are used to initiate and control data exchanges between the head office and remote stores. Worksheet Styles and management is discussed, followed by exercises to demonstrate the features and functionalities of Worksheets.

• Worksheets Overview
• Worksheets Basics
• Worksheets Styles
• Managing Worksheets

Additional Headquarters Features

Chapter 5 discusses additional Headquarters features dealing with Global and Local Customers, Purchase Orders, Inter-Store Inventory Transfers, Store Quantity Checks, Viewing Store Journals, Reports, and Interfacing to Accounting.

• Working with Customers
• Purchase Orders
• Inter-Store Inventory Transfers
• Store Quantity Checks
• Viewing Store Journals
• HQ Manager Reports
• Interfacing to Accounting