Microsoft
Retail Management System 1.3 - Store Operation
Course 8595: Two days; Instructor-led
Introduction
The 2-day Microsoft® course on Retail Management System® Store Operations (RMS SO) prepares students to assist customers with the installation, setup, configuration, and implementation of Store Operations. Students learn how to 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 acquire a 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 will gain a practical working knowledge of the application's functionality and capabilities.
At Course Completion
After completing
this course, students will be able to:
• Determine
how RMS SO meets their customers retail needs
• Assist
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 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
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 set up 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 must have:
• A
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 labs that reinforce learning, an RMS SO 1.3 installation CD, and supplementary handout materials.
Course Outline
Chapter 1: Store Operations Overview
This chapter provides a general overview of the RMS SO application. The functionality and capabilities of the SO components are introduced 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
After completing
this module, 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 Manager
This chapter demonstrates how SO Manager handles back-office functions and activities. Store Operations Manager performs a variety of managerial tasks such as creating and printing purchase orders, entering new inventory items, and viewing/printing reports. Wizards and an efficient user interface allow merchants to accomplish complex tasks while operating in a secure environment.
Main Topics
• Manager
Navigation
• Database
Setup Procedures
• Store
Wide Parameters
• Defining
Departments and Categories
• Defining
Sales Taxes
• Entering
Suppliers Information
• Defining
Item Messages
• Defining
Discounts
• Entering
and Defining Items
• Defining
Account Types
• Defining
Cashiers
• Defining
Sale Reps
• Defining
Currencies
• Defining
Tender Types
• Defining
Reason Codes
• Defining
Shipping Carriers
• Defining
Receipt Formats
• Defining
Pole Displays
• Defining
Register Configurations
• Inventory
Transfers
• Purchase
Orders
• Opening/Closing
Batches
• Printing
Statements
• Creating
Labels
• Using
Reports
Chapter 3: Using Store Operations Point of Sale
This chapter focuses on using the Store Operations Point-Of-Sale (POS) program to process sales transactions at the cash register. You can also process sales quotes, work orders, layaways, back orders, returns, and voids. The following topics explain POS software features, in addition to providing guidelines and ideas about how you can use them in your business
Main Topics
• Navigation
in the POS Program
• POS
function Keys
• Logging
on to the POS Screen
• Performing
Sales Transactions
• Opening/Closing
your Drawer
• Printing
X Report
• Printing
Z Report
• Creating
Quotes, Orders, Back Orders, Returns, and Layaways
• Customizing
Buttons
Chapter 4: Administrative Tasks and Integration Options
This chapter discusses the more advanced features and tasks in Store Operations, typically reserved for the Administrator or manager of the system. The features include:
Main Topics
• Security
Setups
• Offline
Server mode
• Import
Utility
• Upgrading
• Integrations
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