Retail Management System Store Operations
Introduction
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 point-of-sale registers. Students completing
this course should acquire a good basic understanding of Store Operations
functionality and capabilities.
Audience
RMS SO 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.
At Course Completion
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
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
Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are associated with this
course currently.
Course Materials
The student kit includes
an SO training manual with "Test Your Skills" exercises that
should be used to reinforce learning, an RMS SO 1.2 installation CD, and
supplementary handout materials.
Course Outline
Chapter 1: 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.
Main Topics
• Store Operations Overview
• Store Operations Components
• Concept of a Database Server
Lab: No Lab for Chapter 1
After completing this chapter, students will be able to:
• Briefly describe the
components of SO
• Understand the advantages of using a server-based database (SQL
Server/MSDE) rather than a file-based database
Chapter 2: 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.
Main Topics
• System Requirements
• MSDE vs. SQL2000
• Installation Process
• Windows 2000/XP Issues
• Software Copy Protection Device (Dongle)
Lab: Store Operations Installation
• Install Store Operations
1.2 software
Lab: Start Store Operations
• Start Store Operations
After completing this chapter, students will be able to:
• Understand the basics
of SQL Server/MSDE capabilities
• Describe the system requirements for installing and running Store
Operations
• Briefly describe the installation process
• Understand issues when using Store Operations with Windows 2000
or Windows XP
• Install a Dongle (Software Copy Protection Device)
• Install Store Operations software
Chapter 3: 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.
Main Topics
• Administrator Features
• SQL/Database Operations
• Register Configuration
• SQL Queries
Lab: Connect to the Database Server
• Start Store Operations
Administrator
• Connect to the database server
Lab: Create a Store Database using Create Database Wizard
• Database | Create to
open Create Database Wizard
• Use RMSSample.bck to Create a new Store Database
• File | Configuration to Configure the new Store Database
Lab: Administrator Configuration
• Start Administrator
• Set the configuration tab options in File | Configuration
Lab: Issue a Query
• Create, run, and save
a query
• Open a saved query
After completing this chapter, students will be able to:
• Connect to the database
server
• Create a new store database using the Create Database Wizard
• Configure the store database on the File | Configuration tabs
• Set unique register numbers
• Create, run, save, and open a saved query
Chapter 4: 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.
Main Topics
• 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
• Assign GL Accounts
• Post Batches
• Wizards Menu
• Inventory Wizard
• New Item Wizard
• Label Wizard
• Label Designer
• Reports Menu
Lab: Login to Manager
• Start Manager and Log
in
Lab: Sale Prices
• Set Sale Prices on Items
Lab: Matrix Items
• Create Matrix Items
using the New Item Wizard
Lab: Purchase Orders
• Create a Purchase Order
• Edit a Purchase Order
• Receive Items on a Purchase Order
Lab: Transfer Inventory In/Out Orders
• Create a Transfer Inventory
In Order
• Receive Items
• Create a Transfer Inventory Out Order
• Issue a Transfer Inventory Out Order
Lab: Offline Inventory
• Add an Item to Offline
Inventory
• Transfer Out Items from Offline Inventory
After completing this chapter, students will be able to:
• Start Manager and log
in
• Configure store-wide parameters
• Define Database menu options
• Use Transfers, Purchase Orders, Offline Inventory
• Create a Physical Inventory
• Use the Journal menu options
• Use the Inventory, New Item, and Label Wizards
• Use the Reports menu to view, print, customize, and save Reports
Chapter 5: 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.
Main Topics
• OPOS Drivers
• Store Operations Hardware Setup
• OPOS Drivers Installation and Setup
• OPOS Drivers included with Store Operations software
• Manufacturer specific OPOS Drivers
Lab: Review OPOS Installation and Setup Tabs
• Manager | Database |
Registers | Register List
After completing this chapter, students will be able to:
• Understand the importance
of OPOS drivers for point-of-sale hardware
• Locate the configuration options screens for point-of-sale hardware
• Determine whether a customer may use generic OPOS drivers included
with Store Operations software or if manufacturer OPOS drivers are required
for their point-of-sale equipment
Chapter 6: 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.
Main Topics
• Point of Sale Overview
• POS Screen & Function Keys
• Daily POS Activities
• Common POS Functions
• Special POS Transactions and Functions
Lab: Login to POS
• Login to POS
Lab: Perform Daily POS Activities
• Enter Opening Amount
• Generate an X Report
• Ring up a Sale Transaction
• Tender a Cash Sale
Lab: Perform POS Transactions
• Place a Transaction
On Hold
• Recall a Transaction
• Cancel a Transaction
• Process a Return
Lab: Perform Layaway Transactions
• Create a Layaway
• Process a Payment on a Layaway
• Pick Up Partial Layaway
• Pick Up Entire Layaway
Lab: Shipping Options
• Add Shipping to a Transaction
After completing this chapter, students will be able to:
• Understand the basic
functions of SO Point of Sale
• Understand the sections of the POS Screen
• Use the POS Function Keys
• Ring up sales
• Tender transactions
• Perform daily POS activities
• Process POS transactions
• Process special POS transactions
• Add Shipping charges to transactions
Chapter 7: 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.
Main Topics
• Net Display
• Custom HTML Status Bar
• Custom POS Buttons
• Touch Screen
Lab: Configure the Net Display
• Enable in Manager |
Database | Registers | Register List
• Setup in Manager | Database | Registers | Net Display Channels
• Adjust Size and Position in POS | Ctrl-F6 | Net Display tab
Lab: Configure the Custom HTML Status Bar
• Close POS and Manager
• Set Web Status in Administrator | File | Configuration | Register
• Adjust Size and Position in POS | Ctrl-F6 | HTML
Lab: Create Custom POS Buttons
• Create in Manager |
Database | Registers | Custom POS Buttons
Lab: Enable and Size the Touch Screen
• Enable in Manager |
Database | Registers | Register List
• Adjust Size and Position in POS | Ctrl-F6 | Touchscreen tab
After completing this chapter, students will be able to:
• Enable and configure
Net Display
• Configure the custom HTML Status Bar
• Create Custom POS Buttons
• Set up the POS Touch Screen
Chapter 8: 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.
Main Topics
• Security
• Offline Server
• Modifying Active Reports
• Modifying Receipts and Templates
• Import Utility
• QS2000 Upgrade
Lab: Security Settings
• Set up Security Levels
• Assign a Security setting to a Menu option
• Assign a Security setting to a Field
• Assign a Security Level to an Employee (Cashier)
After completing this chapter, students will be able to:
• Set up Security Levels
• Assign a Security setting to a Menu option
• Assign a Security setting to a Field
• Assign a Security Level to an Employee (Cashier)
• Configure the Offline Server
• Ring up sales while in Offline Mode
• Modify Reports
• Modify Receipts and Templates
• Use the Import Utility
• Understand the QS2000 Upgrade basics
Chapter 9: 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.
Main Topics
• Third Party Solutions
• Citibank EDC
• QuickBooks 2003
• Other Financial Integrations
• Updating on RMS and eCommerce
Lab: No Lab Exercises for this Chapter
After completing this chapter, students will be able to:
• Understand the basic
process for enabling Add-Ins
• Integrate Citibank EDC software
• Understand the basic process of integrating QuickBooks 2003 and
other accounting software
• Understand the updates to Retail Management System and eCommerce
software
For more information or to give feedback, send e-mail to info@OneApex.com or call 949-597-2100