Microsoft Retail Management System Headquarters
Introduction
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.
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.
At Course Completion
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
• Configure HQ Client at each store
• 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
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
Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are associated with this
course currently.
Course Materials
Student materials for this course include a Headquarters training
manual, in addition to supplementary handout materials.
Course Outline
Chapter 1: 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.
Main Topics
• Introduction and Overview
• Headquarters Components
• Installation Requirements
• Software Copy Protection Device (Dongle)
Lab: Headquarters Installation
• Install Headquarters
software
After completing this chapter, students should be able to:
• Briefly describe the
components of Headquarters
• Understand minimum and recommended system requirements for stores
and head offices
• Understand how Headquarters is affected by running in Evaluation
Mode
• Install Headquarters application software
• Install a Dongle
Chapter 2: 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.
Main Topics
• Setup and Deployment
Overview
• Headquarters Terminology
• Building the HQ Database
• Store Deployment
• HQ Server Configuration
• HQ Client Configuration
• Upgrading the HQ Database
Lab: Import into Headquarters
• Import an Existing Store
Operations Database into Headquarters
Lab: Connect the Store
• Connect Stores using
HQ Client
After completing this chapter, students should be able to:
• Understand the basic
Terminology of Headquarters
• Create and import the database
• Configure Headquarters in Administrator
• Deploy existing stores
• Deploy new stores
• Configure the Headquarters Server
• Configure the Headquarters Client
• Upgrade the Headquarters database
Chapter 3: 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.
Main Topics
• Manager Overview
• Manager Navigation
• Manager Configuration
• Manager Security
• Centrally Maintained Data
• Locally Originated Data
• Store Specific Data
• HQ Wizards
After completing this chapter, students should be able to:
• Navigate through Manager
• Understand the difference between Centrally Maintained Data, Locally
Originated Data, and Store Specific Data
• Use the Inventory, New Item, and Worksheet Wizard
• Set up HQ Users
Chapter 4: 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.
Main Topics
• Worksheets Overview
• Worksheets Basics
• Worksheets Styles
• Managing Worksheets
Lab: Worksheets
• Create a New Item
• Change Existing Item Description
• Change Existing Supplier Information
• Create New Item in a New Department
• Put Item on Sale
• Create a New Tender Type
• Create a New Cashier
After completing this chapter, students should be able to:
• Understand the basics
of Worksheets
• Understand the different Worksheet series
• Create new items and send the data to stores and the head office
• Change item descriptions and send the data to stores and the head
office
• Change supplier information and send the data to stores and the
head office
• Create a new item in a new department and send the data to stores
and the head office
• Put items on sale and send the data to stores and the head office
• Create a new tender type and send the data to stores and the head
office
• Create a new cashier and send the data to stores and the head office
• Manage Worksheets
Chapter 5: 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.
Main Topics
• Working with Customers
• Purchase Orders
• Inter-Store Inventory Transfers
• Store Quantity Checks
• Viewing Store Journals
• HQ Manager Reports
• Interfacing to Accounting
Lab: No Lab for this Chapter
After completing this chapter, students should be able to:
• Understand the differences
between local and global customers
• Understand Purchase Order Planner in Headquarters
• Perform an inter-store inventory transfer
• Check item quantities at other stores
• View store Journals
• Generate Reports
• Understand the basics of interfacing to accounting programs
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