Module 1: Getting Started
Lessons
- Before Installing Microsoft Dynamics POS
- Install Microsoft Dynamics POS in a Single Computer Store
- Install Microsoft Dynamics POS on Additional Computers in a Store
- Activate Microsoft Dynamics POS
- Where to Find More Information
- Microsoft Dynamics POS Components
Module 2: Introduction to Manager View
Lessons
- Getting Started in Manager View
- Learning About Manager View
- Customize Manager View
- Inventory Menu
- People Menu
- Reports Menu
- Tools Menu
- Transactions Menu
- Settings Menu
Lab : Show or Hide Screen Elements
Lab : Inventory Location
Lab : Find the Cost Update Method
Module 3: Setting up the Store
Lessons
- Complete the installation
- Restore the Database
- Complete the Offline Mode Wizard
- Update Store Information and Import New Items
- Establish Store Policies and Procedures
- Specify Currencies and Exchange Rates
- Set up Payment Methods
- Set up Payment Processing
- Specify Taxes
- Create Vouchers
- Set up Registers
- Specify Reasons
- Create and Assign Roles
- Identify Risks and Apply Security Features
- Share Information with QuickBooks
Lab : Create a Charge Account
Lab : Create a Custom Task Pad Button
Module 4: Managing Items
Lessons
- Items
- Item General Settings
- Item Inventory and Quantities
- Items Prices and Costs
- Item Discounts and Present Discounts
- Item Aliases
- Item Substitutes
- Item Serial Numbers
- Item Commissions
- Matrix, Dimensions, and Style Numbers
- Item Kits
- Other Item Options
- Item Labels and Reports
Lab : Build a Kit with Substitutions Allowed
Module 5: Managing Inventory
Lessons
- Working with Inventory in Manager View
- Suppliers
- Purchase Orders
- Inventory Transfers
- Inventory Locations
- Physical Inventories
Lab : Set Item Sale Prices with the Inventory Wizard
Lab : Using the Purchase Order Wizard
Lab : Transfer Inventory
Lab : Use the Physical Inventory Wizard to Conduct an Inventory Count
Module 6: Managing Employees
Lessons
- Manage Employees
- Employees
- Roles and Rights
- Sales Representatives and Commissions
- Time Clock
- Customize POS View
- Cashier Workflow
- Training
Lab : Time ClockLab : Cashier Workflow
Module 7: Managing Customers
Lessons
- Managing Customers in Manager View
- Customers
- Manage Customer Information
- Manage Charge Accounts
- Manage Customer Orders
- Ship to Customers
Lab : Add New Customers, Discount Their Purchases, and Make Them Tax Exempt
Lab : Customize Discount Information for a Customer
Lab : Create a New Shipping Address for a Customer
Module 8: Working with Reports
Lessons
- General Report Information
- Display Options
- Report Filters
- Capsule Reports
- X, Z, and ZZ Reports
- Batches and Journaled Transactions
- Custom Reports
Lab : View/Edit Item Information from a Report
Lab : View a Receipt from a Specific Batch
Lab : Create a Custom Report
Module 9: Introduction to POS View
Lessons
- Get Acquainted with POS View
- Common Tasks in POS View
- Items (F2)
- Customer (F3)
- Transaction (F5)
- Tasks (F6)
- Tools (F7)
- Return (F8)
- Find Items, Customers, Transactions, Receipts, and Orders
- Customize Registers
Lab : Change Display Settings
Lab : Create a Custom Task Pad
Module 10: Managing Transactions
Lessons
- Common Transaction Tasks
- Modifying Transactions
- Modifying Line Items
- Returns and Exchanges
- Customer Orders
- Vouchers
- Charge Accounts
- Item and Customer Information
Lab : Void a Transaction
Lab : Destination-Based Taxes
Lab : Process a Return
Lab : Create and Fulfill a Back Order
Lab : Issue a Voucher
Lab : Redeem a Voucher |