Text Box: Microsoft RMS Key Features

 

 

 

 

 

 

Microsoft Dynamics RMS Store Operations

Microsoft Dynamics RMS Store Operations delivers a complete retail solution that can be run as a stand-alone application in individual stores, as well as connected to the head office using Microsoft Dynamics RMS Headquarters. Microsoft Dynamics RMS Headquarters equips multi-store businesses or chains to roll up and manage data for all stores from the head office.

 

Features at a glance:

· Comprehensive, yet user-friendly setup and configuration

· Efficient inventory and purchasing management

· Automated transaction processing

· Integrated payment card processing

· Customizable pricing, sales, and promotions

· Customer management

· Marketing

· Employee management

· Comprehensive, user-friendly reporting

· Comprehensive integration with Microsoft and QuickBooks software

 

 

Setup and configuration

· Microsoft Dynamics RMS Store Operations installs and sets up easily. Employees can learn point-of-sale (POS) functions in minutes, and customizable online help is available at all times.

· Set up custom POS buttons to quickly access Web sites, software packages, and application tools.

· Quickly configure POS screens to display exactly the information your clerks need.

· Customize receipts and price labels with graphics and logos.

· Streamline buying with ordering levels, best-price suppliers, and automatic purchase order (PO) generation.

· Choose from 15 user-defined fields for customer information—for example, birth date, driver's license number, and resale permit number.

· Add protection for every menu and field based on built-in cashier security levels, including the ability to customize how cashiers work with the POS and daily transactions. Data fields can be hidden, view-only, or editable.

· Add new lanes or stores with minimal disruptions to retail service—your solution offers a common POS platform that spans single or multiple store locations.

 

Inventory and purchasing management

· Track and manage inventory using any stock and sales method and inventory types that include standard, serialized, kit, assembly, matrix, lot matrix, voucher, non-inventory, and weighed.

· Support an unlimited number of inventory items and transactions.

· Efficiently process and manage work orders, back orders, layaways, and quotes.

· Automatically calculate inventory replenishment based on reorder point/restock level or quantity sold.

· Support multiple suppliers for each item.

· Define master pack quantity for ordering.

· Assign item substitutes and maintain unlimited item aliases.

· Attach special notes and reminders to specific items.

· Export POs to Microsoft Office Excel and Microsoft Office Word for easy customization and viewing in a matrix grid format.

· Receive shipments and transfer inventory in/out.

· Use the Label Wizard to design graphical and bar code labels with or without your company logo.

· Use wizards to quickly add inventory and facilitate large changes to the database.

· Easily manage and modify complex item requirements and quickly add items to POs.

· Store and track offline inventory—for example, items not for sale.

· Ship and track inventory and orders through online services.

· Print kit components on receipt.

 

Transaction processing

· Speed transactions with touch-screen support and user-defined keyboard shortcuts.

· Access the Internet quickly with online capabilities directly built into the POS transaction screen.

· Automatically look up prices, including sales, quantity discount, and promotional pricing.

· Handle U.S. and European sales tax and multiple tax rate tables, such as percent, base, and cap.

· Easily look up quantity on hand and item attributes such as extended description and sub descriptions, as well as display a picture.

· Quickly perform post-voids.

· Ship to multiple locations, select shipping carrier, and calculate shipping charges by weight/value.

· Search by account number, name, company, address, phone/fax number, e-mail address, and "ship to" information.

· Set a default account type for new customers and define different account types—for example, revolving.

· Look up, adjust, and track invoices for specific customer accounts.

· Apply finance charges on accounts.

· Bill payments for net terms.

 

Payment card processing

· Eliminate middleware for credit card processing and online debit support.

· Do away with credit card terminals and dedicated phone lines for transaction processing.

· Process a variety of cards, including MasterCard, VISA, Diners Club/Carte Blanche, American Express, Discover Card, and personal identification number (PIN) debit cards.

· Help ensure optimal credit card discount rates when cards need to be entered manually with Address Verification Support (AVS).

· Take advantage of Microsoft Dynamics RMS integration with PC Charge, ICVerify, and other leading providers.

 

Pricing, sales, and promotions

· Discount entire sale or selected items at time of sale, including mixed-case discounts.

· Set up mix/match and "Buy X, Get Y" pricing structures and schedules, including fixed price and percentage discounts.

· Utilize lot pricing (single, six-pack, case, and more).

· Assign multiple price levels/customer (price break tables).

· Set up discounts from retail—including percentage discounts—markups from cost, and discounts by dollar amount.

· Set profit margin.

· Assign subtotal amount.

 

Customer management

· Grant automatic discounts and differential pricing to special customers by using up to four levels of pricing.

· Reprint electronic receipts to resolve disputes, speed rebates, and verify purchase dates and amounts.

· Accept multiple tenders such as credit cards, coupons, gift vouchers, foreign currencies, and government stamps.

· Sell—even when your network is down—using the Terminal Offline feature.

· Sell and redeem vouchers, gift certificates, and gift cards.

· Process returns, issue store credit, and process deposits on orders.

 

Marketing

· Instantly access a complete history of purchases, payments, and account information at the POS.

· Remind customers who forget items they normally purchase, and suggest up-sells, sale items, and volume discounts.

· Serve others while keeping a stalled transaction "on hold."

· Capture, show, or hide customer contact and demographics on the POS screen.

· Accommodate partial payments and account payments.

· Use the customer data in Microsoft Dynamics RMS Store Operations to help create mailings targeted directly to customers' special interests.

· Customize receipts with promotions for new products and specials.

· Broadcast Net Display Channels to customers waiting in line, including preselected Web sites, Web pages, and ads.

 

Employee management

· Put items on sale/promotion, set up commission structures, and assign commissions to selected sales representatives.

· Quickly see which associates sell best to better manage staffing needs.

· Help ensure that tasks are completed with a calendar event planner, reminder messages, and the ability to send messages to cashiers.

· Improve efficiencies for managing staff with a built-in time clock, time-card reports, and tracking for employee information.

· Generate cashier log reports.

 

Reporting

· Preview, print, or export data in multiple formats.

· Filter, hide, sort, and group data the way you want.

· Add your logo for formal reports.

· Drill down to modify the database directly from reports.

· View and print daily sales graphs and journals from any register.

· Preview, search, and print journals by register, batch, and/or receipt number.

· Print X, Z, and ZZ reports.

· Adjust report headers/columns on screen.

· Quickly drill down from summary reports to detailed reports.

· "Memorize" report settings.

 

Integration

· Work with familiar Microsoft Office system applications such as Office Excel and Office Word.

· Work with existing computers and OPOS (OLE for POS)-compatible peripherals

· Use Electronic Draft Capture (EDC) and integrate with leading credit card services to reduce fraud and human error.

· Manage accounts receivable in Microsoft Dynamics RMS Store Operations, then trade summary POS data with popular accounting software such as Intuit QuickBooks (U.S. version).

Enhance Microsoft Dynamics RMS with add-in functionality, including eCommerce solutions, personal digital assistance (PDA) and mobile/wireless stations, and integration to legacy systems, EDC, and credit card services.

Streamlining workflow processes

with custom and third party software

Contact ABS to schedule a free consultation:

781-562-0012

Automated Business Solutions, Inc.

8 Kings Road

Canton, MA  02021

 

 

Tel   781-562-0012

Fax  781-645-1376

FBigot@ABS4U.net