Microsoft Dynamics Point of Sale

Course 8825 : 2 day; Instructor-Led

Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are associated with this course currently.

Course Materials
The student kit includes a comprehensive workbook and other necessary materials for this class.

Course Outline
Chapter 1: Getting Started in Point of Sale

This chapter explains how to install Point of Sale in a one-computer or a multiple-computer store.

Lessons

• What Is New in this Release

• Point of Sale Components

• Point of Sale and the Store

• Point of Sale and Real-life applications

• Before Installing Point of Sale

• Installing Point of Sale in a one-computer store

• Installing Point of Sale on additional computers in a store

• Where to Find More Information

Labs

• Lab 1.1: View Tutorial: Installing and Using Point of Sale

• Lab 1.2: Install Point of Sale in a One-computer Store

After completing this module, students will be able to:

• Understand the new and enhanced features in Point of Sale.

• Name the components of Point of Sale: Manager View and POS View.

• Understand how Point of Sale works in a one-computer and in a multiple-computer store; know the store database and practice database.

• List basic installation information about hardware and software requirements, product activation, selecting compatible POS hardware devices, accounting integration, and network security and firewalls.

• Install Point of Sale in a one-computer and a multiple-computer store.

• Find more information about installing and using Point of Sale.

Chapter 2: Using Manager View

This chapter explains how to use the features in Manager View for back-office managerial tasks; customize Manager View; and use Manager View tools for printing labels, storing and organizing files, and pictures, training employees, and managing and maintaining the store database.

Lessons

• Getting Started in Manager View

• Customizing Manager View

• Tools in Manager View

Labs

• Lab 2.1: Switch from POS View to Manager View

• Lab 2.2: Open Inventory Center on Manager View

• Lab 2.3: Open File Center

• Lab 2.4: Preview an Image in File Center

After completing this module, students will be able to:

• Start Point of Sale and switch to Manager View.

• Use and customize Manager View.

• Open and work with lists and tasks in Task Centers.

• Choose and change the layout of capsule reports in My Store.

• Print item and address labels.

• Handle files, templates, and images in File Center.

• Set up and train employees in practice mode.

• Manage and maintain the store database with database tools.

Chapter 3: Setting Up the Store

This chapter explains how to set up a store in Manager View using the store setup checklist, the Store Setup Wizard, Task Centers, the Import Wizard, and other tools in Manager View.

Lessons

• Checklists for Setting Up the Store in Point of Sale

• Store Setup Wizard Overview

• Run the Store Setup Wizard

• Task Centers

• Store Options, Policies, and Procedures

• Employees

• Receipt Formats and Receipts

• Task Pads

• Line Display Messages

• Registers and Hardware

• Accounting Integration and Synchronization

• Currencies

• Payment Methods

• Sales Taxes

• Departments and Categories

• Suppliers

• Item Messages

• Item and Preset Discounts

• Items

• Customers

Labs

• Lab 3.1: Change the Payment Method Display Order

• Lab 3.2: Use Automatic Customer Numbering

• Lab 3.3: Create Your Own Custom Task Pad Button

• Lab 3.4: Create a New Customer

After completing this module, students will be able to:

• Run the Store Setup Wizard and select store settings.

• Open and work with options, lists, and tasks in the Settings Center and Store Settings Center.

• Set and define store policies and procedures.

• Set store Options for point-of-sale, payment methods, sales taxes, serial numbers, customers, inventory, and store database backup.

• Create and set up employees and assign roles.

• Create task pads with colors, fonts, images, and then assign them to roles.

• Use Register Settings Center to access and work with register lists and tasks.

• Set up point-of-sale registers, devices, receipt formats, and line display messages.

• Integrate accounting software with Point of Sale and resolve synchronization errors.

• Define currencies; create payment methods; set up payment processing services.

• Create tax authorities and sales taxes.

• Create departments and categories.

• Import, create, and manage suppliers and supplier information.

• Create task pads and assign them to registers.

• Create item messages; create item and preset discounts.

• Import, create, and manage items and item information.

• Import, create, and manage customers and customer information.

Chapter 4: Managing Inventory

This chapter explains how to import, organize, order, track, and manage inventory.

Lessons

• Working with Inventory in Manager View

• Departments and Categories

• Suppliers

• Items

• Prices and Costs

• Item Messages

• Discounts

• Inventory Wizard

• Import Wizard

• Purchase Orders

• Inventory Transfers

• Physical Inventory

Labs

• Lab 4.1: Create a New Item

• Lab 4.2: Put an Item on Sale

• Lab 4.3: Create an Item Message and Assign it to an Item

• Lab 4.4: Create a Purchase Order

After completing this module, students will be able to:

• Use Inventory Center to access and work with inventory lists and tasks.

• Import, organize, order, track, and manage inventory.

• Set up and manage departments, categories, and suppliers.

• Create and import items.

• Manage prices, costs, profit margin, and price levels.

• Modify multiple items at one time with the Inventory Wizard.

• Create, track, receive, and manage purchase orders and inventory transfers.

• Create, count, print, import, and reconcile physical inventories.

• Generate and filter reports on Item Movement, purchase orders, inventory transfers, physical inventory counts, and more.

• Load pictures of items.

Chapter 5: Managing Employees

This chapter explains how to create and manage employees, assign employee roles and rights, track employee hours and work with time clock entries, customize POS View for each employee, control cashier workflow, and train employees.

Lessons

• Working with Employee Information in Manager View

• Creating and Managing Employees

• Assigning Employee Roles and Rights

• Working with Time Clock Entries

• Customizing POS View for Each Employee

• Controlling Cashier Workflow

• Training Employees in Practice Mode

Labs

• Lab 5.1: Create a New Employee

• Lab 5.2: Assign an Employee to a Different Role

• Lab 5.3: Customize POS View for a Specific Employee

• Lab 5.4: Assign a Task Pad to a Role

After completing this module, students will be able to:

• Use Employee Center to access and work with employee lists and tasks.

• Create and manage employees.

• Generate reports of cashier logs, register activity, and time clock entries.

• Assign employee security roles and rights.

• Track employee hours, and work with time clock entries.

• Customize POS View for each employee.

• Control cashier workflow using register functions keys, touchless transactions, task pads, item messages, and controlling the way specific items are sold.

• Train employees in practice mode.

Chapter 6: Managing Customers

This chapter explains how to create, import, track, manage, contact, and ship to customers.

Lessons

• Working with Customers in Manager View

• Creating Customers

• Importing Customers

• Managing Customers

• Contacting and Shipping To Customers

Labs

• Lab 6.1: Create a New Customer on the Customer List

• Lab 6.2: Find a Customer and Change a Phone Number

• Lab 6.3: Assign a Price Level to a Customer

• Lab 6.4: Create a New Shipping Address

After completing this module, students will be able to:

• Use Customer Center to access and work with customers and tasks.

• Generate reports of customer purchase activity.

• Create new customers.

• Generate automatic customer numbers.

• Import customers from another source.

• Assign a price level or discount to a customer.

• View a customer’s purchase history.

• Create and use custom fields for additional customer information.

• Mark a customer as tax exempt.

• Send an e-mail to a customer.

• Load a picture of a customer.

• Print customer address labels for promotional mailings.

• Manage customer contact and shipping address information.

Chapter 7: Working with Reports and Transactions

This chapter explains how to generate reports; create custom reports; set display options and report filters; and work with capsule reports.

Lessons

• Working with Reports

• Using Display Options

• Using Report Filters

• Creating Custom Reports

• Working with Capsule Reports

• Generating X, Z, and ZZ Reports

• Working with Batches and Transactions

Labs

• Lab 7.1: Generate a Report

• Lab 7.2: Print a Report

• Lab 7.3: Save Settings as a Custom Report

• Lab 7.4: Generate a Custom Report

After completing this module, students will be able to:

• Generate a report and use the report window.

• Refresh data in a report.

• Use display options to change columns; show or hide the report header, filter settings, or current filter; group report information.

• Filter report data: set up simple or advanced filters; filter for a specific date or date range; restore default filters.

• Create, save, and generate custom reports.

• Set up and change capsule reports and layouts in My Store.

• Launch the full version of a capsule report.

• Generate X, Z, and ZZ reports at the registers.

• Use Transactions Center to access and work with batch and transaction lists and tasks.

• View batch lists, batch properties, and payment information.

• Turn on receipt journaling and open a journaled receipt in the Receipt Viewer.

Chapter 8: Using POS View

This chapter explains how to use the parts of the POS View interface; customize POS View for specific employees; add, remove, and test POS hardware devices; perform daily point-of-sale tasks; use Tools menu options for the calculator, currency calculator, time clock, graphs, Find, system settings, and practice mode.

Lessons

• Getting Started in POS View

• Customizing POS View

• Changing Register Properties

• Working with Registers

• Tools in POS View

Labs

• Lab 8.1: Switch to a Different User

• Lab 8.2: Clock In

• Lab 8.3: Print an X Report

After completing this module, students will be able to:

• Start Point of Sale, log on, and exit Point of Sale in POS View.

• Switch from POS View to Manager View.

• Switch from Manager View to POS View.

• Use all parts of POS View with a keyboard, mouse, or touch screen.

• Change the database connection settings.

• Change display settings.

• Customize POS View for specific employees.

• Create a custom pane in POS View.

• Add, remove, and test POS hardware devices.

• Clock in or out.

• Switch to a different user.

• Change a password.

• Specify opening and closing amounts.

• Open the cash drawer.

• Make a cash drop or a cash payout.

• Use Tools menu options for the calculator, currency calculator, time clock, graphs, Find, system settings, and practice mode.

• Print X, Z, and ZZ reports.

• Use the Windows calculator or the currency calculator.

• Create a sales graph.

• Reprint a receipt; print a gift receipt.

• Perform basic or advanced searches for items, customers, receipts, and transactions.

• Enter or exit practice mode.

Chapter 9: Processing Transactions

This chapter explains how to process sales transactions; accept payment methods; process advanced transactions such as issue and add value to gift cards, handle returns and exchanges, hold and recall transactions, and view a customer’s purchase history; find item, customer, receipt and transaction information; receive inventory using item receipts or add an item to inventory; and more.

Lessons

• Processing Sales Transactions

• Accepting Payments

• Processing Advanced Transactions

• Working with Discounts

• Receiving Inventory

• Working with Item Information

• Working with Customer Information

• Working with Receipts and Transactions

Labs

• Lab 9.1: Process a Sales Transaction

• Lab 9.2: Check an Item's Price by Description

• Lab 9.3: Discount a Transaction

• Lab 9.4: Process a Return by Looking Up a Receipt

After completing this module, students will be able to:

• Process a sales transaction.

• Add items to a transaction by scanning an item number or description; change the quantity; remove an item from a transaction.

• Accept cash, check, credit card, debit card, gift card, traveler’s check, money order, and multiple payment methods.

• Issue or add value to a gift card.

• Add or remove line item or transaction information.

• Place a transaction on hold and recall a transaction.

• Cancel a transaction in progress; void a previous transaction.

• Apply or remove (clear) tax from line items or transaction.

• Process returns and exchanges with or without receipts; issue a gift card instead of giving a refund.

• Check a price during a transaction.

• Substitute an item in a transaction.

• View a customer’s purchase history.

• Add or remove a customer in a transaction.

• Create a new customer at the register.

• Add an item to invento