Microsoft Point of Sale
Course 8457: Two days; Instructor-led
Introduction
This two-day instructor-led course provides students with the knowledge
and skills to install, set up, configure, and implement Microsoft Point
of Sale for processing point-of-sale and back-office tasks in a one-computer
or multiple-computer retail business.
Audience
This course is intended for Partners and Customers with retail business
operations experience and basic Microsoft Windows navigation skills.
At Course
Completion
• Process and tender sales transactions.
• Add, edit, remove, and discount line items and transactions.
• Process returns and exchanges.
• Find and handle items, customer, transactions, and receipts.
• Print item and address labels, and create label formats.
• Store, organize, and manage pictures, templates, and other files
in File Center.
• Train employees in Practice Mode.
Prerequisites
There are no prerequisites for this course.
Microsoft
Certified Professional Exams
No Microsoft Certified Professional exams are associated with this course
currently.
Course Materials
The student courseware includes a comprehensive workbook and other necessary
materials for this class.
Course Outline
Chapter 1: Point of Sale Overview
This chapter explains how to install Point of Sale in a one-computer or a multiple-computer store.
Lessons
• Point of Sale
Components: Manager and POS
• Point of Sale Store Setup
• Installation Requirements
• Setting up a one-computer store
• Setting up a multiple-computer store
Lab 1.0: Install Point of Sale in a one-computer store
• Challenge
Yourself!
• Need a Little Help?
After completing this chapter, students will be able to:
• Know hardware
and software requirements.
• Install Point of Sale in a one-computer or a multiple-computer
store.
Chapter 2: Point of Sale Manager
This chapter explains how to use Point of Sale Manager for back-office managerial tasks; create a store owner account; set up a secure store; and use and customize the main Manager window.
Lessons
• Point of Sale
Manager
• Store Setup Wizard Overview
• Getting started in Point of Sale
• Security and Loss Prevention
• Start and Quit Point of Sale Manager
• Getting Acquainted with the Manager Screen
• Use Accessibility Features
• Practice Mode Overview
• Where to Find More Information
Lab 2.1: Select an employee ID and strong password
• Challenge
Yourself!
• Need a Little Help?
Lab 2.2: Create an owner account in the Store Setup Wizard
• Challenge
Yourself!
• Need a Little Help?
After completing this chapter, students will be able to:
• Create a store
owner account.
• Start and log on to Point of Sale Manager.
• Implement security and loss prevention measures.
• Use and customize the main Manager window.
Chapter 3: Setting up Your Store
This chapter explains how to set up a store using the Store Setup Wizard, the store setup checklist, and the Import Wizard.
Lessons
• Checklist:
Entering Store Information
• Basic Store Information
• Employees Overview
• Store Policies and Procedures
• Register Connection with the Store Database
• Accounting Integration
• Payment Processing / EDC Configuration
• Currencies and Tender Types
• Sales Taxes
• Departments and Categories
• Suppliers
• Items, Item Messages, Item and Preset Discounts
• Customers Overview
Lab 3.1: Create a new employee
• Challenge
Yourself!
• Need a Little Help?
Lab 3.2: Create a supplier
• Challenge
Yourself!
• Need a Little Help?
Lab 3.3: Create a new customer
• Challenge
Yourself!
• Need a Little Help?
After completing this chapter, students will be able to:
• Run the Store
Setup Wizard.
• Import item, customer, suppliers, and physical inventory information.
• Define store policies and procedures.
• Set store Options for point-of-sale, tenders, sales taxes, serial
numbers, customers, inventory, and back up of the store database.
• Set up point-of-sale registers, devices, receipt formats, and
line display messages.
• Create QuickPads and assign them to registers.
Chapter 4: Managing the Store Database
This chapter explains how to create a new database by running the Create Database Wizard, implement database tools to maintain the store database, devise a disaster recovery plan, and use the Query tool to create, save, and run database queries.
Lessons
• Store Database
Overview
• Creating a New Database
• Back up your Store Database
• Check the Database
• Delete a Store Database
• Delete all Transactions from the Store Database
• Reindex your store Database
• Restore your Store Database
• Disaster Recovery
• Database Query Tool
• MSPOSPractice Database Overview
Lab 4.1: Create a new database
• Challenge
Yourself!
• Need a Little Help?
Lab 4.2: Create, save, open, and run a database query
• Challenge
Yourself!
• Need a Little Help?
After completing this chapter, students will be able to:
• Create a new
database by running the Create Database Wizard.
• Implement database tools to maintain the store database.
• Plan a backup strategy so that successful and efficient recovery
from a disaster (such as a power failure, equipment failure, or natural
disaster) is possible by being prepared.
• Use the Query Tool to view specific information, alter database
tables or fields, and perform advanced maintenance tasks on the database.
Chapter 5: Managing Inventory
This chapter explains how to import, organize, track, and manage inventory.
Lessons
• Departments
and Categories
• Suppliers
• Items
• Prices and Costs
• Discounts
• Item Messages
• Purchase Orders
• Inventory Transfers
• Physical Inventory
Lab 5.1: Create a new item
• Challenge
Yourself!
• Need a Little Help?
Lab 5.2: Put an item on sale
• Challenge
Yourself!
• Need a Little Help?
Lab 5.3: Set a discount for a specific customer
• Challenge
Yourself!
• Need a Little Help?
Lab 5.4: Create an item message
• Challenge
Yourself!
• Need a Little Help?
Lab 5.5: Create a purchase order
• Challenge
Yourself!
• Need a Little Help?
After completing this chapter, students will be able to:
• Import, organize,
track, and manage inventory.
• Set up and manage departments, categories, and suppliers.
• Create and import items.
• Create, track, and manage purchase orders and inventory transfers.
• Create, count, import, and reconcile physical inventories.
Chapter 6: Managing Employees
This chapter explains how to create and manage employees, assign employee roles and rights, track employee hours, customize registers for each employee, and control cashier workflow.
Lessons
• Working with
Employees in Point of Sale Manager
• Create and Manage Employees
• Assign Employee Roles and Rights
• Use the Time Clock
• Customize POS for Each Employee
• Control Cashier Workflow
• Train Employees in Practice Mode
Lab 6.1: Create a new employee
• Challenge
Yourself!
• Need a Little Help?
Lab 6.2: Assign an Employee to a Different Role
• Challenge
Yourself!
• Need a Little Help?
Lab 6.3: Make POS more accessible for a specific employee
• Challenge
Yourself!
• Need a Little Help?
Lab 6.4: Prompt cashiers to add a customer to each transaction
• Challenge
Yourself!
• Need a Little Help?
After completing this chapter, students will be able to:
• Create and
manage employees.
• Assign employee roles and rights.
• Track employee hours.
• Customize registers for each employee.
• Control cashier workflow.
Chapter 7: Managing Customers
This chapter explains how to create, import, track, manage, and contact customers.
Lessons
• Keep Track
of Your Customers
• Create Customers
• Import Customers
• Manage Customers
• Contact and Ship To Customers
Lab 7.1: Create a new customer on the Customers List
• Challenge
Yourself!
• Need a Little Help?
Lab 7.2: Create a custom field
• Challenge
Yourself!
• Need a Little Help?
Lab 7.3: Find a customer
• Challenge
Yourself!
• Need a Little Help?
Lab 7.4: Assign a customer to a price level
• Challenge
Yourself!
• Need a Little Help?
Lab 7.5: Look up a customer’s phone number
• Challenge
Yourself!
• Need a Little Help?
Lab 7.6: Create a new shipping address
• Challenge
Yourself!
• Need a Little Help?
After completing this chapter, students will be able to:
• Create new
customers.
• Generate automatic customer numbers.
• Import customers from another source.
• Create and use custom fields for additional customer information.
• Manage customer contact and shipping address information.
Chapter 8: Working with Reports
This chapter explains how to generate reports; create custom reports; set display options and report filters; and use capsule reports.
Lessons
• Generate Reports
• Display Options
• Report Filters
• Custom Reports
• Capsule Reports
• X, Z, and ZZ Reports
Lab 8.1: Generate a report
• Challenge
Yourself!
• Need a Little Help?
Lab 8.2: Generate and print a report
• Challenge
Yourself!
• Need a Little Help?
Lab 8.3: Save settings as a custom report
• Challenge
Yourself!
• Need a Little Help?
Lab 8.4: Generate a custom report
• Challenge
Yourself!
• Need a Little Help?
After completing this chapter, students will be able to:
• Work with
reports.
• Generate a report and learn to use the report window.
• Use display options.
• Use report filters.
• Create custom reports.
• Work with capsule reports.
• X, Z, and ZZ reports at the registers.
Chapter 9: Point Of Sale POS
This chapter explains how to use the POS interface; customize the Point of Sale POS screen for specific employees; and add, remove, and test POS hardware devices.
Lessons
• Microsoft
Point of Sale POS Overview
• Setting up Point of Sale POS in Manager
• Customizing your Registers in Manager
• Working with QuickPads in Manager
• Logging on to Point of Sale POS
• Getting Acquainted with the POS Screen
• Customizing the POS Screen
• Navigating the POS Screen
• Using Practice Mode in POS
Lab 9.1: Set store options for touchless tendering
• Challenge
Yourself!
• Need a Little Help?
Lab 9.2: Start and Log on to Point of Sale POS
• Challenge
Yourself!
• Need a Little Help?
Lab 9.3: Change display settings to show window controls
• Challenge
Yourself!
• Need a Little Help?
Lab 9.4: Display the Items menu using a keyboard shortcut
• Challenge
Yourself!
• Need a Little Help?
Lab 9.5: Enter practice mode in POS
• Challenge
Yourself!
• Need a Little Help?
After completing this chapter, students will be able to:
• Understand
the features and benefits of Microsoft Point of Sale POS.
• Customize registers in Manager.
• Create QuickPads in Manager, and assign them to registers.
• Start, log on, and exit Point of Sale POS.
• Get acquainted with the POS screen, which delivers power, speed,
and flexibility at the point of sale.
•