Description
Retail Management System Headquarters controls and tracks inventory at each store and for your entire chain of stores, helping you know what’s selling and what isn’t selling.
FEATURE SUMMARY
Microsoft® Business Solutions Retail Management System Headquarters helps you compete more
efficiently and reach greater profitability. Designed to provide head-office managers of small, multi-
store businesses or chains a complete view of their business, Headquarters provides flexible tools
to help you easily roll up and manage the data for all stores from one primary location.
A typical deployment of Retail Management System in a two-store scenario—one store with multiple lanes. A local area
network (LAN) connects Store Operations installations across checkout lanes or POS stations within the store, and an
Internet connection connects the stores to a head office running Headquarters.
VELOCITY
THE SOLUTION STACK DEPLOYMENT
Microsoft Worldwide Partner Conference 2004
RETAIL MANAGEMENT SYSTEM
Internet
Store Operations
Store 1
Store 2
Headquarters
E
t
h
e
r
n
e
t
Ethernet
E
t
h
e
r
n
e
t
POS Station
RMS Store Ops, Windows XP
Manager Station
Windows XP
RMS Store Ops
Microsoft Office
HQ Server
RMS HQ
Microsoft Office
MBS Financials
Windows XP
In-Store Server
MSDE or SQL Server
HQ Server
MSDE or SQL Server
POS Station
RMS Store Ops, Windows XP
In-Store Server
MSDE or SQL Server
POS Station
RMS Store Ops, Windows XP
Inventory Control and Tracking
Microsoft Retail Management System Headquarters controls
and tracks inventory at each store and for your entire chain
of stores, helping you know what’s selling and what isn’t
selling. You’ll be able to increase your inventory turns while
keeping inventory at an optimal level and purchasing from
the lowest-cost suppliers. With it, you'll have the ability to:
• Track detailed information on quantity in stock, reorder
points, and restock levels for each item at each store.
• Invoke automatic inventory replenishment at the home
office, and for any set of stores.
• Set up a master inventory database and download it to
any group of stores. Information on item types,
departments, categories, suppliers, substitutes, aliases,
parent relationships, and more can be replicated to
stores for consistent stock identification.
• Program sales tax individually by store per local regulations.
• Promote inventory balancing by managing stock
transfers among stores. An inventory transfer log tracks
stock movement.
• Designate selected stores as warehouses where inventory
can be received and redistributed.
• Perform inter-store quantity checks so you can determine
the inventory levels at all stores. Whenever stores upload
their information, the quantities in Headquarters are
automatically updated.
Purchase Orders
With the Purchase Order feature in Headquarters, you can
reduce your cost of doing business by better managing
your supplier relationships. It helps you in identifying what
must be purchased, recording all purchases, and printing
purchase orders (POs) for all your stores. You can also:
• Generate POs for selected items by quantity sold during
a certain period of time to quickly replenish
the items that have been sold during that span.
• Generate POs for selected items when they fall below
reorder points. Use the Min/Max inventory capabilities
to easily create an order that brings your stock to an
optimal level for your business.
• Perform inter-store inventory transfers from the
warehouse store.
• Send the POs to each store for individual receiving,
or send a combined PO to one location (such as a
warehouse) for central receiving and later disbursement.
Pricing, Sales, and Promotions
With Headquarters, the head office can have centralized
control over item prices chain-wide, by region or for each store.
• Put selected items on sale at specific stores or across
the chain of stores.
• Set up special pricing for items, categories, or
departments, and then broadcast as desired.
• Program price changes to take effect immediately or
during a specified time period.
Sales Tracking
Headquarters maintains highly detailed data from every
transaction across the chain, providing you a top down
view of what’s selling and where. These include:
• Keeping detailed information on invoice number; items
sold; as-sold prices; tax collected; customer, cashier, and
sales rep IDs; and applicable serial number or matrix
information.
• Maintaining detailed sales and profit analysis, sales
commissions, and tax reports. All are easily generated.
• Tracking special transactions from each store including
Work Orders, Back Orders, Layaways, and Quotes.
• Compiling comprehensive data collection, which
supports data warehousing and OLAP.
Purchase Orders:
Centrally manage POs for multiple stores based on inventory
need and have orders distributed centrally or locally.
Customer Management and Marketing
Headquarters can keep a complete profile of every
customer who ever bought from any of your stores,
enabling you to provide superior customer service while
learning your customer’s habits. With the information you
collect, you’ll be able to create more targeted and cost-
effective marketing campaigns.
•
Track demographics, preferences, purchase or problem
history, account balance, and credit information.
•
Keep chain-wide buying habits, shopping frequency, and
purchase amounts readily available at the head office.
•
Take advantage of Headquarters customer data to help
you create thorough and accurate database marketing and
relationship selling to targeted customers. This
data can be exported to sophisticated CRM and ERP
applications.
•
Keep detailed account receivable data for each customer,
and allow your customers to make on-account purchases
and payments at any store in the chain of stores.
•
Send consolidated monthly statements to your
on-account customers that contain transactions and
payments from across your chain of stores.
Employee Management
Headquarters monitors sales reps, cashiers and their hours,
and the registers they run, helping you manage your labor
costs much more effectively.
•
Upload attendance records for computing hours and
labor cost at the head office.
•
Centrally compute sales commissions based upon sales
transactions and commission structures found in
associates’ profiles.
•
Review detailed and summary sales reports that can be
grouped by cashier or sales rep to give you insight into
how each employee is performing.
Powerful, Flexible Reports
The powerful Headquarters report generator offers instant,
flexible access to a wealth of meaningful data to help you
view vital business information the way it makes sense to you.
•
Generate consolidated reports to show sales breakdowns,
identify slow-moving items, and check sales for any
day—by store location, items, departments, categories,
customer, or taxes.
•
Allow reports to be previewed on screen, printed,
or exported to other Microsoft Windows®–based
software packages.
•
Customize each report by hiding or displaying
additional information, changing the group levels,
and sorting the data just the way you like it. Then,
“memorize” the report so your changes will remain
the next time you’d like to view the report.
Advanced Security Features
Headquarters incorporates tight security to restrict
employees’ access and changes to sensitive information
to keep your business data secure.
•
Take advantage of 31 security levels that protect screens
and fields and report writing—every sensitive corner of
your system and confidential data.
•
As an extra level of security, grant or deny users access
to Maintenance Mode, a special operating function that
must be ON for a user to change, edit, or delete
Headquarters data.
Customer Purchases:
Find out what your customers are purchasing throughout all your
stores to help direct your marketing more efficiently.
Opening New Stores
Headquarters allows you to get a new store up and
running with a new Store Operations database in a quick,
cost-effective manner. Once one store has been created
and configured as you like, quickly roll a new store
database to other locations with little setup and
configuration required.
• Easily create a Store Operations database for the
new store by exporting data from an existing store
and the Headquarters database.
• Spend time setting up the store—not the software—
by using the exported Store Operations database, which
already will contain every item, customer,
tender, tax, etc.—everything your store needs to be
operational from day one.
Integration with Other Software and Hardware
Headquarters works with other industry-leading software
applications you’re familiar with, helping you get up to
speed quickly and reduce or eliminate duplicate data entry.
• Microsoft Office System products such as Excel
and Word.
• Microsoft Business Solutions applications like Microsoft
Business Solutions—Great Plains® and Small Business
Manager.
• It also works with a wide range of point-of-sale
peripherals, including printers, magnetic stripe readers,
pole displays, scales, and bar code readers.
System Requirements and Other Information
System Requirements Use any PC-compatible system
running Microsoft Windows 98 SE, Windows ME, Windows
2000 Professional Edition, or Windows XP (all versions). It is
recommended the system have a Pentium 500 MHz or faster
processor, 8 GB of available hard disk space, and 256 MB or
more of RAM.
Purchasing and Installation A Microsoft Certified Partner
will work with you to purchase and install Microsoft Retail
Management System. Microsoft partners are trained
professionals who have retail industry experience. They
are certified to sell and install the system.
Training Based on reports from customers and partners,
basic training for cashiers and employees takes anywhere
from 15 to 30 minutes. Additional training options are
available through your Microsoft partner, and interactive
eCourses are available through Microsoft.
Technical Support An optional support package is available
to give you access to Web- and phone-based technical
support from Microsoft and free software upgrades for
the first year of ownership.
Retail Management System
Designed for independent merchants—like you.
For more information, visit our Web site at:
www.microsoft.com/BusinessSolutions/POS
PHONE: In the United States and Canada, call (800) 456-0025
E-MAIL: [email protected]
Or contact your Microsoft Business Solutions Partner.
© 2004 Microsoft Corporation. All rights reserved. Microsoft, Great Plains, the Office logo, Windows, and the Windows logo are either registered trademarks or trademarks of Microsoft
Corporation, Great Plains Software, Inc., or their affiliates in the United States and/or other countries. Great Plains Software, Inc. is a subsidiary of Microsoft Corporation. The names of actual
companies and products mentioned herein may be the trademarks of their respective owners.
LQFS-QH00-0000000 (9/04)
doc_947167228.pdf
Retail Management System Headquarters controls and tracks inventory at each store and for your entire chain of stores, helping you know what’s selling and what isn’t selling.
FEATURE SUMMARY
Microsoft® Business Solutions Retail Management System Headquarters helps you compete more
efficiently and reach greater profitability. Designed to provide head-office managers of small, multi-
store businesses or chains a complete view of their business, Headquarters provides flexible tools
to help you easily roll up and manage the data for all stores from one primary location.
A typical deployment of Retail Management System in a two-store scenario—one store with multiple lanes. A local area
network (LAN) connects Store Operations installations across checkout lanes or POS stations within the store, and an
Internet connection connects the stores to a head office running Headquarters.
VELOCITY
THE SOLUTION STACK DEPLOYMENT
Microsoft Worldwide Partner Conference 2004
RETAIL MANAGEMENT SYSTEM
Internet
Store Operations
Store 1
Store 2
Headquarters
E
t
h
e
r
n
e
t
Ethernet
E
t
h
e
r
n
e
t
POS Station
RMS Store Ops, Windows XP
Manager Station
Windows XP
RMS Store Ops
Microsoft Office
HQ Server
RMS HQ
Microsoft Office
MBS Financials
Windows XP
In-Store Server
MSDE or SQL Server
HQ Server
MSDE or SQL Server
POS Station
RMS Store Ops, Windows XP
In-Store Server
MSDE or SQL Server
POS Station
RMS Store Ops, Windows XP
Inventory Control and Tracking
Microsoft Retail Management System Headquarters controls
and tracks inventory at each store and for your entire chain
of stores, helping you know what’s selling and what isn’t
selling. You’ll be able to increase your inventory turns while
keeping inventory at an optimal level and purchasing from
the lowest-cost suppliers. With it, you'll have the ability to:
• Track detailed information on quantity in stock, reorder
points, and restock levels for each item at each store.
• Invoke automatic inventory replenishment at the home
office, and for any set of stores.
• Set up a master inventory database and download it to
any group of stores. Information on item types,
departments, categories, suppliers, substitutes, aliases,
parent relationships, and more can be replicated to
stores for consistent stock identification.
• Program sales tax individually by store per local regulations.
• Promote inventory balancing by managing stock
transfers among stores. An inventory transfer log tracks
stock movement.
• Designate selected stores as warehouses where inventory
can be received and redistributed.
• Perform inter-store quantity checks so you can determine
the inventory levels at all stores. Whenever stores upload
their information, the quantities in Headquarters are
automatically updated.
Purchase Orders
With the Purchase Order feature in Headquarters, you can
reduce your cost of doing business by better managing
your supplier relationships. It helps you in identifying what
must be purchased, recording all purchases, and printing
purchase orders (POs) for all your stores. You can also:
• Generate POs for selected items by quantity sold during
a certain period of time to quickly replenish
the items that have been sold during that span.
• Generate POs for selected items when they fall below
reorder points. Use the Min/Max inventory capabilities
to easily create an order that brings your stock to an
optimal level for your business.
• Perform inter-store inventory transfers from the
warehouse store.
• Send the POs to each store for individual receiving,
or send a combined PO to one location (such as a
warehouse) for central receiving and later disbursement.
Pricing, Sales, and Promotions
With Headquarters, the head office can have centralized
control over item prices chain-wide, by region or for each store.
• Put selected items on sale at specific stores or across
the chain of stores.
• Set up special pricing for items, categories, or
departments, and then broadcast as desired.
• Program price changes to take effect immediately or
during a specified time period.
Sales Tracking
Headquarters maintains highly detailed data from every
transaction across the chain, providing you a top down
view of what’s selling and where. These include:
• Keeping detailed information on invoice number; items
sold; as-sold prices; tax collected; customer, cashier, and
sales rep IDs; and applicable serial number or matrix
information.
• Maintaining detailed sales and profit analysis, sales
commissions, and tax reports. All are easily generated.
• Tracking special transactions from each store including
Work Orders, Back Orders, Layaways, and Quotes.
• Compiling comprehensive data collection, which
supports data warehousing and OLAP.
Purchase Orders:
Centrally manage POs for multiple stores based on inventory
need and have orders distributed centrally or locally.
Customer Management and Marketing
Headquarters can keep a complete profile of every
customer who ever bought from any of your stores,
enabling you to provide superior customer service while
learning your customer’s habits. With the information you
collect, you’ll be able to create more targeted and cost-
effective marketing campaigns.
•
Track demographics, preferences, purchase or problem
history, account balance, and credit information.
•
Keep chain-wide buying habits, shopping frequency, and
purchase amounts readily available at the head office.
•
Take advantage of Headquarters customer data to help
you create thorough and accurate database marketing and
relationship selling to targeted customers. This
data can be exported to sophisticated CRM and ERP
applications.
•
Keep detailed account receivable data for each customer,
and allow your customers to make on-account purchases
and payments at any store in the chain of stores.
•
Send consolidated monthly statements to your
on-account customers that contain transactions and
payments from across your chain of stores.
Employee Management
Headquarters monitors sales reps, cashiers and their hours,
and the registers they run, helping you manage your labor
costs much more effectively.
•
Upload attendance records for computing hours and
labor cost at the head office.
•
Centrally compute sales commissions based upon sales
transactions and commission structures found in
associates’ profiles.
•
Review detailed and summary sales reports that can be
grouped by cashier or sales rep to give you insight into
how each employee is performing.
Powerful, Flexible Reports
The powerful Headquarters report generator offers instant,
flexible access to a wealth of meaningful data to help you
view vital business information the way it makes sense to you.
•
Generate consolidated reports to show sales breakdowns,
identify slow-moving items, and check sales for any
day—by store location, items, departments, categories,
customer, or taxes.
•
Allow reports to be previewed on screen, printed,
or exported to other Microsoft Windows®–based
software packages.
•
Customize each report by hiding or displaying
additional information, changing the group levels,
and sorting the data just the way you like it. Then,
“memorize” the report so your changes will remain
the next time you’d like to view the report.
Advanced Security Features
Headquarters incorporates tight security to restrict
employees’ access and changes to sensitive information
to keep your business data secure.
•
Take advantage of 31 security levels that protect screens
and fields and report writing—every sensitive corner of
your system and confidential data.
•
As an extra level of security, grant or deny users access
to Maintenance Mode, a special operating function that
must be ON for a user to change, edit, or delete
Headquarters data.
Customer Purchases:
Find out what your customers are purchasing throughout all your
stores to help direct your marketing more efficiently.
Opening New Stores
Headquarters allows you to get a new store up and
running with a new Store Operations database in a quick,
cost-effective manner. Once one store has been created
and configured as you like, quickly roll a new store
database to other locations with little setup and
configuration required.
• Easily create a Store Operations database for the
new store by exporting data from an existing store
and the Headquarters database.
• Spend time setting up the store—not the software—
by using the exported Store Operations database, which
already will contain every item, customer,
tender, tax, etc.—everything your store needs to be
operational from day one.
Integration with Other Software and Hardware
Headquarters works with other industry-leading software
applications you’re familiar with, helping you get up to
speed quickly and reduce or eliminate duplicate data entry.
• Microsoft Office System products such as Excel
and Word.
• Microsoft Business Solutions applications like Microsoft
Business Solutions—Great Plains® and Small Business
Manager.
• It also works with a wide range of point-of-sale
peripherals, including printers, magnetic stripe readers,
pole displays, scales, and bar code readers.
System Requirements and Other Information
System Requirements Use any PC-compatible system
running Microsoft Windows 98 SE, Windows ME, Windows
2000 Professional Edition, or Windows XP (all versions). It is
recommended the system have a Pentium 500 MHz or faster
processor, 8 GB of available hard disk space, and 256 MB or
more of RAM.
Purchasing and Installation A Microsoft Certified Partner
will work with you to purchase and install Microsoft Retail
Management System. Microsoft partners are trained
professionals who have retail industry experience. They
are certified to sell and install the system.
Training Based on reports from customers and partners,
basic training for cashiers and employees takes anywhere
from 15 to 30 minutes. Additional training options are
available through your Microsoft partner, and interactive
eCourses are available through Microsoft.
Technical Support An optional support package is available
to give you access to Web- and phone-based technical
support from Microsoft and free software upgrades for
the first year of ownership.
Retail Management System
Designed for independent merchants—like you.
For more information, visit our Web site at:
www.microsoft.com/BusinessSolutions/POS
PHONE: In the United States and Canada, call (800) 456-0025
E-MAIL: [email protected]
Or contact your Microsoft Business Solutions Partner.
© 2004 Microsoft Corporation. All rights reserved. Microsoft, Great Plains, the Office logo, Windows, and the Windows logo are either registered trademarks or trademarks of Microsoft
Corporation, Great Plains Software, Inc., or their affiliates in the United States and/or other countries. Great Plains Software, Inc. is a subsidiary of Microsoft Corporation. The names of actual
companies and products mentioned herein may be the trademarks of their respective owners.
LQFS-QH00-0000000 (9/04)
doc_947167228.pdf