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Microsoft Dynamics Retail Management System Store Operations

Course 8833 : 2 days; Instructor-Led

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 2.0 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/SQL Express) 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 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.

Main Topics
Security Setups
Offline Server mode
Import Utility
Upgrading
Integrations

For more information or to give feedback, send e-mail to info@OneApex.com or call 949-597-2100