Microsoft Course 8336 - Retail Management Systems (RMS) Store Opernation — A 2-Day Course

 Open Public Course Closed In-House Course

Course Synopsis

The two-day Microsoft Business Solutions Course on Retail Management System Store Operations (RMS SO) prepares students to assist their customers with the installation, setup, configuration, and implementation of Store Operations. Students will learn just how easily they can configure the application for retail environments consisting of one-store retail businesses or multiple-store corporations. The course focuses on the Store Operations Administrator, Manager, and Point of Sale programs, and how they are used for database setup and maintenance, inventory and customer management, and the configuration of pointof- sale registers. Students completing this course should acquire a good basic understanding of Store Operations functionality and capabilities.

Course Objectives

After completing this course, students should be able to:

• Determine how RMS SO can meet their customers retail needs
• Assist their customers in meeting SO installation requirements
• Install RMS SO and the Software Copy Protection Device (Dongle)
• Create, configure, and maintain a store database in SO Administrator
• Configure registers in Administrator
• Issue SQL Queries in Administrator
• Set up and perform back office functions in SO Manager
• Process sales transactions and daily point-of-sale functions in SO POS
• Define and configure basic store-wide parameters for a store such as ordering, inventory, accounts, sales tax, tender, create custom fields, and more
• Define and configure Database options such as Items, Item Messages, Sales Tax, Item/Customer Tax, Customers, Account Types, Tender Types, Cashiers, Sales Reps, Shipping, Suppliers, Registers, and more
• Understand inventory management including Transfers, Purchase Orders, physical inventory, and offline inventory Use Wizards for inventory, new items, and labels
• Use the Journal Menu options for viewing journals, closing open and blind closeout batches, assigning GL accounts, exporting to accounting programs
• Create, customize, memorize (save), print, and export Active Reports
• Understand the importance of OPOS driver installations
• Navigate through the Point of Sale program
• Customize the POS Screen
• Process daily POS activities
• Process POS transactions and functions
• Create custom POS buttons
• Set up the POS Net Display, HTML Status Bar, and Touch Screen
• Determine security needs and setup security levels
• Assign security levels to employees
• Assign security settings to menus and fields
• Work with the Offline Server
• Modify Reports, Receipts, and Templates
• Understand how to use the Import Utility and QS2000 upgrade
• Integrate third party solutions such as Citibank EDC and accounting programs

Intended Audience

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

Course Prerequisites

Before attending this course, students should have:

• Some working knowledge of Windows 2000 or Windows XP
• Basic understanding of 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 Headquarters (M8335)', for a total of £995 + VAT.

Outline Course Contents

Store Operations Overview

The purpose of this chapter is to give students a general overview of the RMS SO application. The functionality and capabilities of the SO components will be introduced along with an explanation of the features and benefits of a server-based database.

• Store Operations Overview
• Store Operations Components
• Concept of a Database Server

Store Operations Installation

This chapter focuses on SO installation including MSDE/SQL Server, system requirements, the installation process, Windows 2000/XP issues, and the Software Copy Protection Device (Dongle). After discussion of the topics, students will install the SO software.

• System Requirements
• MSDE vs. SQL2000
• Installation Process
• Windows 2000/XP Issues
• Software Copy Protection Device (Dongle)

Store Operations Administrator

This chapter focuses on using Administrator to connect to the database server, create a store database, perform the initial setup and other database operations, configure point-of-sale registers, and understand issue queries.

• Administrator Features
• SQL/Database Operations
• Register Configuration
• SQL Queries

Store Operations Manager

The purpose of this chapter is to discuss how SO Manager is used to handle all back-office functions and activities. In addition to a discussion of the Manager login, this chapter will focus on Store Configuration and options for the Database, Inventory, Journal, Wizards, and Reports menus. Exercises at the end of this chapter demonstrate how to set Sale Prices, create a Matrix item, create, edit and receive a Purchase Order, Transfer Inventory In, Receive items, Transfer Inventory Out, add items to Offline Inventory, and transfer items out from Offline Inventory.

• Manager Overview
• Manager Login
• Store Configuration Settings
• Database Menu Options
• Department & Category Setup
• Sales Tax and Item/Customer Tax Setup
• Supplier Setup
• Item Properties
• Item Types Setup
• Customers & Account Types Setup
• Cashier Setup
• Tender Types Setup
• Currencies Setup
• Sales Reps
• Time Clock
• Shipping Carriers
• Reason Codes
• Registers Options
• Discounts & Schedules
• Item Messages
• Manager Functions
• Inventory Management
• Inventory Transfers
• Purchase Orders
• Reordering
• Offline Inventory
• Physical Inventory
• Journal Menu
• Journal Viewer
• Align GL Accounts
• Post Batches
• Wizards Menu
• Inventory Wizard
• New Item Wizard
• Label Wizard
• Label Designer
• Reports Menu

OPOS Hardware Installation and Setup

Chapter 5 will explain the installation of Ole for Point Of Sale (OPOS) drivers for point-of-sale hardware. Students will gain a better understanding of OPOS drivers in order to configure point-of-sale hardware. Attention will be given to register hardware configuration in the Database menu Registers options and the tabs on the Register List window.

• OPOS Drivers
• Store Operations Hardware Setup
• OPOS Drivers Installation and Setup
• OPOS Drivers included with Store Operations software
• Manufacturer specific OPOS Drivers

Store Operations Point of Sale

This chapter focuses on the Point Of Sale software included in SO for performing daily POS activities, processing common sale transactions, and performing special POS transactions. The POS Screen and Function Keys will be explained, in addition to the Blind Closeout procedure and other POS functions. After the topics have been discussed, exercises will demonstrate how to process a variety of POS functions to give students a better understanding of the topics.

• Point of Sale Overview
• POS Screen & Function Keys
• Daily POS Activities
• Common POS Functions
• Special POS Transactions and Functions

Additional POS Display Options

The objective of this chapter is to explain additional POS display options including the Net Display, a Custom HTML Status Bar, Custom POS Buttons, and the Touch Screen. The chapter will also include a discussion of step-by-step instructions for enabling and configuring the POS display options. After completing the discussions, students perform exercises that demonstrate the POS display options functionalities and capabilities.

• Net Display
• Custom HTML Status Bar
• Custom POS Buttons
• Touch Screen

Administrative Tasks

This chapter addresses the tasks performed by store employees who have exclusive access privileges that enable them to set up and/or view security levels for both the Manager and POS programs, configure the Offline Server, modify Active Reports, Receipts, and Templates, use the Import Utility, and update the Retail Management System and/or eCommerce software. The exercises at the end of this chapter focus on defining and assigning security settings.

• Security
• Offline Server
• Modifying Active Reports
• Modifying Receipts and Templates
• Import Utility
• QS2000 Upgrade

Integration Options

In this chapter, we will explain how SO is fully scalable for accessing third party software or custom programs and tools quickly and easily from SO Manager's Utilities menu. The chapter includes a discussion of using SO Administrator to set up the software to incorporate Add-Ins. The focus of this chapter will be on using Citibank EDC, QuickBooks 2003 and other financial integrations, and updates on Retail Management System and eCommerce applications.

• Third Party Solutions
• Citibank EDC
• QuickBooks 2003
• Other Financial Integrations
• Updating on RMS and eCommerce