8833 Microsoft Dynamics Retail Management System 2

Course Outline 8833-Microsoft Dynamics Retail Management System 2.0 Store Operations General Description The 2-day Micro...

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Course Outline 8833-Microsoft Dynamics Retail Management System 2.0 Store Operations General Description 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.

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 1300 86 87246 1300 TO TRAIN

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Determine how RMS SO meets their customer's 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, creating 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, and 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.

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For more information about any of our training courses, contact our Learning Consultants on 1300 86 87246 or email us on [email protected] Course Outline 8833A Version 1.0 May 2014

Visit us on the web at www.advancedtraining.com.au

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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 EDC and accounting programs.

Course Details Course code: 8833 Duration: 2 days Starting time: 9am Finishing time: 4.30pm Lunch and refreshments are provided. (some exclusions apply)

Booking guidelines Contact our learning consultants on 1300 86 87246 and we will assist you with your booking.

 1300 86 87246 1300 TO TRAIN

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For more information about any of our training courses, contact our Learning Consultants on 1300 86 87246 or email us on [email protected] Course Outline 8833A Version 1.0 May 2014

Visit us on the web at www.advancedtraining.com.au

Course Outline  Module 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.

Lessons • Store Operations Overview • Store Operations Components • Concept of a Database Server 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/SQL Express) rather than a file-based database.

 Module 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.

Lessons • 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

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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

 Module 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.

Lessons • 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  Module 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.

Lessons • Security Setups • Offline Server mode • Import Utility • Upgrading • Integrations

For more information about any of our training courses, contact our Learning Consultants on 1300 86 87246 or email us on [email protected] Visit us on the web at www.advancedtraining.com.au