Microsoft Dynamics Retail Management System Features List
For retail organizations looking to drive success, Microsoft DynamicsTM Retail
Management System (RMS) offers an easy-to-use, ?exible solution that helps you manage
operations and performance across all your stores and at the head of?ce. Designed to
meet changing business needs, this powerful software package delivers the investment
protection of a solution that can be adapted to meet the unique requirements of your
retail environment. Microsoft Dynamics RMS is sold as two separate modules—
Microsoft Dynamics RMS Store Operations and Microsoft Dynamics RMS Headquarters.
Microsoft Dynamics Retail Management System Store Operations
Microsoft Dynamics RMS Store Operations can be run as a stand-alone application in individual stores
and connected to the head of?ce via Microsoft Dynamics RMS Headquarters. Along with automating
the full range of point-of-sale (POS) processes, Microsoft Dynamics RMS Store Operations enables
managers to maintain tight control over inventory, pricing, suppliers, promotions, customer
information, and reporting.
Point-of-Sale Capabilities
• Customize and resize transaction screens.
• Work with a “touch screen” graphical user interface.
• Quickly de?ne keyboard-shortcut macros.
• Enter unlimited line items.
• Automatically look up price (sales, quantity discount, promotional, price levels).
• Automatically compute tax, VAT.
• Look up quantity and item attribute.
• Display item picture, extended description, and sub-descriptions.
• Set up default shipping services.
• Select shipping carrier and calculate shipping charges by weight/value.
• Support multi-tender transactions, including cash, check, credit card, and debit card.
• Accept food stamps.
• Sell and redeem vouchers, gift certi?cates, and gift cards.
• Place transactions on hold and recall.
• Perform voids and returns at POS.
• Access online credit card authorizations and capture electronic signatures.
• Save time and cost with integrated debit and credit card processing.
• Streamline
business processes.
• Improve pro?t
margins.
• Build customer
loyalty and
effectively
understand sales
priorities.
• Reduce supply
chain costs.
• Leverage new
technology and
channels.
INNOVATE
Point-of-Sale Capabilities (cont.)
• Ensure optional credit card discounts with Address Veri?cation
Supports (AVS).
• Support mix-and-match pricing structure.
• Discount entire sale or selected items at time of sale.
• Add customer account.
• Track customer information, including total sales, number of
visits, and last visit date.
• Issue store credit.
• Receive payment(s) for individual invoices.
• Process deposits on orders.
• Search by customer’s ship-to address.
• Create and process layaway, back orders, work orders, and
sales quotes.
• Credit items sold to selected sales reps.
• View daily sales graph at the POS.
• View and print journals from any register.
• Preview, search, and print journals by register, batch, and/or
receipt number.
• Print X, Z, and ZZ reports.
• Print receipts, invoices, and pick tickets with logos/graphics.
• Print kit components on receipt.
• Reprint receipts.
• Enter employee hours with an integrated time clock function.
• Sell when the network/server is down with of?ine POS mode.
Inventory Types
• Standard and service items
• Serialized (up to three serial numbers per item)
• Matrix (apparel)
• Lot matrix
• Kits (items you fabricate; shows components)
• Assembly (bill of material)
• Weight (tare, actual)
• Tag-along
• Parent/child
• Voucher (gift card, gift certi?cate, store credit)
• Non-inventory
Inventory Control and Tracking
• Track and manage all inventory types.
• Organize and modify assembly, matrix, and lot matrix items
using clear spreadsheets.
• Look up and modify matrix items by speci?c attribute
(i.e., size, color).
• Create/modify individual items in a matrix, as well as add or remove
dimensions from existing items.
• Automatically calculate inventory replenishment by restock
level or quantity sold.
• Support multiple suppliers for each item.
• De?ne “master pack” quantity for ordering.
• Assign item substitutes.
• Track by serial numbers.
• Create unlimited item aliases.
• Identify parent and child quantities.
Inventory Control and Tracking(cont.)
• Attach notes/reminders to speci?c items.
• Automatically generate purchase orders (POs).
• Quickly add items to POs using dialog window.
• Quickly create new items while creating a PO.
• Export POs to Microsoft® Of?ce Excel® and Microsoft Of?ce
Word for easy customization and viewing in a matrix grid format.
• Receive shipments.
• Transfer inventory in/out.
• Process external ?le (data collection unit).
• Store and track of?ine inventory (items not for sale,
breakage, etc.).
• Attach item pictures.
• De?ne department and category structure.
• Assign reason codes for inventory adjustments.
Pricing, Sales, and Promotions
• Set up mix-and-match pricing structure, including pricing and
percentage discounts.
• “Buy X, get Y” discount capability, including percentage discount.
• Set lot pricing (single, six-pack, case, etc.).
• Set multiple price levels per customer (price break tables).
• Set mixed-case discounts.
• Discount from retail and mark up from cost.
• Set pro?t margin and price rounding rules.
• Discount by dollar amount.
• Assign subtotal amount.
• Set percent of discount.
• Put items on sale/promotion.
• Set up happy hours and sales schedules.
• Multiple tax rate tables (percent, base, cap) multiple sales tax
(GST, PST, etc.).
• Support Euro and Value-Added Taxation.
• De?ne sales commission schedule.
• Give change in local currency.
Microsoft Dynamics Retail Management System Features List
Advanced Security Options
• Protect information with built-in security systems for manager
and POS programs.
• Every menu and ?eld can be protected per cashier’s security level.
Data ?elds can be hidden, view-only, or editable.
• Set cashier ?oor and return limits.
• Assign logon password.
• Assign reason codes for discounts, price override,
and adjustments.
• Grant or deny cashier permissions to:
- Enter opening or closing amounts.
- Change price, tax amount.
- Allow “No sales” (open drawer).
- Allow payouts.
- Allow item cost display.
- Allow editing of time-clock entries.
- Allow generation of X reports.
- Hold transactions.
- Abort transactions.
- Perform blind closeouts.
- View sales journal and sales graph.
- Allow customer account modi?cation.
- Allow deletion of customers and items.
- Allow item information modi?cation.
- Allow posting empty transactions.
- Allow selling to employees with discounts.
- Show/hide customer addresses at POS.
- Record and track cash payouts.
Time-saving Tools
• Simplify item maintenance tasks, such as price changes,
with the Inventory Wizard.
• Quickly add inventory with the New Item Wizard.
• Add/modify item dimensions using matrix forms.
• Design and print bar code and graphic labels with the
Label Wizard.
• Schedule more effectively with a built-in calendar event
planner and automatic reminders.
Microsoft Dynamics Retail Management System Features List
Customer Management and Marketing
• Drive increased sales with discount functionality, inculding
mixed-case discounts.
• Track purchases by date, price, and quantity.
• Search by account information.
• De?ne different account types (i.e., revolving).
• Enable Aged Receivables option.
• Look up, adjust, and track invoices for speci?c customer accounts.
• Apply ?nance charges on accounts.
• Bill payments for net terms.
• Place limits on customer purchases for speci?ed time period.
• Utilize 15 user-de?ned ?elds for customer data, including birth
date, driver’s license number, and resale permit number.
• Create customer accounts at the POS.
• Set up multiple shipping addresses per customer.
• Reprint customer statements and receipts.
• Generate mailing lists.
• Print accounts receivable aging report.
• Print account activities report.
Employee Management
• Track and manage employee information.
• Track employee performance.
• Set up and manage sales commissions.
• Send messages to cashiers.
• Enter employee hours using integrated time clock and
time card report.
Integration with Popular Accounting Software
• Microsoft Dynamics GP
• Intuit QuickBooks®
• Open standards allow universal Windows® import/export
Support for Hardware and Peripherals
• Use Microsoft Dynamics RMS with existing computers and OPOS
(OLE for POS)–compatible peripherals.
• Purchase complete hardware/software bundles from leading
technology providers.
• Protect your investment with support for next-generation
hardware devices.
Internet Applications
• Support XML for cross-platform data sharing.
• Retrieve and process orders from many virtual storefronts.
• Advertise to in-store customers using NetDisplay.
• Set up on-screen shortcuts to Web sites, software, and
application tools.
Customizable, Real-time Reports
• Filter, hide, sort, and group report data.
• Enable print preview.
• Adjust report header/columns on-screen.
• Drill down for access and/or to modify detailed database
information directly from Active Reports.
• Memorize your custom reports.
• Export data to multiple formats.
• Work with highly customizable reports that include:
- Customer list
- Account activities and receivables aging
- Daily sales with ?lters and “Grouped by”
- Summary daily tax collected
- Detailed sales and detailed tax collected
- Commissions
- Register analysis
- Department sales/cost
- Regional sales
- Item price and quantity lists
- Item value list
- Item reorder list
- Item movement report
- Of?ine inventory list
- Serial number list
- Supplier list
- Alias and substitute lists
- Work order summary and detailed lists
- Back order summary and detailed lists
- Quote summary and detailed lists
- Vouchers summary and detailed lists
- Purchase orders
- Inventory transfers in/out
- Open layaways and expiration reports
- Summary daily sales
- Sales rep and cashier daily sales
- Supplier daily sales
- Register daily sales
- Department and category daily sales
- Cashier log
- Top sales reps and cashiers
- Top customers
- Top suppliers
- Top items
- Top departments and categories
Microsoft Dynamics Retail Management
System Headquarters
Microsoft Dynamics RMS Headquarters runs at the head of?ce
of a chain of stores, enabling managers to upload and aggregate
inventory, sales, and purchase order data from across their entire
business. It enables company-wide reporting, communication,
and performance analysis.
Inventory Control and Tracking
• Centralize inventory tracking and management for each store
and for the enterprise as a whole.
• Microsoft Dynamics RMS Headquarters offers detailed information
on quantity in stock, reorder points, and restock levels for each
item at each store and then makes this information visible to the
home of?ce.
• Since some stores may have uniform or disparate inventories,
Microsoft Dynamics RMS Headquarters can invoke inventory
replenishment at the home of?ce for any group of stores.
• A master inventory database can be set up and downloaded
to any group of stores.
• Manage all item attributes and properties such as item types,
departments, categories, suppliers, substitutes, aliases, parent
relationships, and more from one location and send updated
and new items to the stores you select for consistent stock
identi?cation.
• Sales taxes can be programmed individually by store or by groups
of stores per local regulations.
• Promote inventory balancing by managing stock transfers among
stores with an inter-store quantity check feature, so each store can
check the inventory levels at all stores.
• On every scheduled connection to Microsoft Dynamics RMS
Headquarters, updated item quantities and dynamic item
properties (such as store costs and prices) in Microsoft Dynamics
RMS Headquarters automatically change to re?ect their new value
at the given store.
• When cost information changes at the store level, item costs can
be uploaded to Microsoft Dynamics RMS Headquarters, ensuring
accurate, chain-wide item cost reports based on weighted average
at Headquarters.
Purchase Orders
• Generate POs based on replenishment needs for all stores.
You can make the orders for a set of stores or regions and ship
to a single warehouse for later distribution or directly to
individual stores.
• Automatically generate POs for selected items, by quantity sold
during a period, or for items that fall below restocking levels for all
stores or at individual stores.
• Centralize supplier list management for all stores.
• Inter-store inventory transfers can be initiated from the head
of?ce or at individual stores.
• Once POs are received by the store, the information is uploaded to
Microsoft Dynamics RMS Headquarters automatically on the next
scheduled connection.
• Designate a distribution site—a store or warehouse—as
the receiving point where all goods are received.
Pricing, Sales, and Promotions
• The head of?ce can change and download item prices to
speci?ed stores.
• Selected items can be put on sale at speci?c stores or across
the entire business.
• Special pricing—including ?xed-price and percentage discounts—
can be set up for “Buy X, get Y” promotions, as well as for items,
categories, or departments, and then downloaded to stores.
• Price changes can be programmed to take effect immediately
or during a speci?ed time period.
Sales and Order Tracking
• Microsoft Dynamics RMS Headquarters maintains highly detailed
data from every transaction across the chain. Tracked information
includes:
- Transaction number
- Item lookup codes for items sold
- As-sold prices
- Tax collected
- Customer
- Cashier and sales rep IDs
- Applicable serial number or matrix type
- Tender received
- Payments, drops, and payouts
- Account receivables and adjustments
• Easily generate detailed sales and pro?t analyses, sales
commissions, and tax reports.
• View the electronic receipts generated at each store
from Microsoft Dynamics RMS Headquarters Manager.
• Comprehensive data collection allows for custom data
warehousing and OLAP.
Powerful, Flexible Reports
• Gain instant, ?exible access to a wealth of meaningful data.
• Consolidated reports show sales breakdowns, identify slow-
moving items and check sales for any day—by store location, item,
department, category, customer, or taxes.
• Reports may be previewed on screen, printed, or exported
to applications such as Microsoft Excel.
• Customer reports include:
- Global Customer List
- Local Customer List
- Accounts Receivable—Summary
- Accounts Receivable—Detailed
• Sales reports include:
- Summary Sales (Daily) Reports
? Daily Sales by Sales Rep
? Daily Sales by Cashier
? Daily Sales by Supplier
? Daily Sales by Register
? Daily Sales by Category
? Daily Sales by Department
- Summary Tax Collected (Daily)
- Detailed Sales
- Detailed Tax Collected
- Top Performers Reports
? Top Sales Reps
? Top Customers
? Top Cashiers
? Top Suppliers
? Top Items
? Top Departments
? Top Categories
Powerful, Flexible Reports (cont.)
- Regional Sales
- Department Cost/Sales
- Commission
• Items reports include:
- Department/Category List
- Master Price List
- Master Quantity List
- Master Value List
- Snapshot Store Price List
- Snapshot Store Quantity List
- Quantity Discrepancy List
- Supplier List
- Alias List
- Substitute List
- Serial Number List
- Item Movement
- Of?ine Inventory List
• Quotes/Orders reports include:
- Backorders—Summary
- Backorders—Detailed
- Quotes—Summary
- Quotes—Detailed
- Purchase Orders
- Inventory Transfer In
Customer Management and Marketing
• Microsoft Dynamics RMS Headquarters maintains a complete
pro?le of every customer who has ever purchased from any
of your stores.
• Customer information includes demographics, preferences,
purchase or problem history, account balance, and credit
information.
• Easily print monthly billing statements for On Account customers.
• Enable customers to pay their enterprise-wide balance at one store
using the Remote Payment feature.
• Chain-wide buying habits, shopping frequency, and purchase
amounts are readily available at the head of?ce.
• Leverage thorough and accurate database marketing and
relationship selling to targeted customers through custom
applications.
• All data is exportable from the Microsoft SQL Server database—
for example to CRM and ERP applications.
Microsoft Dynamics Retail Management System Features List
Employee Management
• Monitor sales reps, their hours, and the registers they run.
• Upload attendance records for computing hours and labor
costs at the head of?ce.
• Centrally compute sales commissions based upon sales transactions
and commission structures found in associates’ pro?les.
Integration with Microsoft Dynamics GP
• Microsoft Dynamics RMS integrates smoothly with Microsoft
Dynamics GP, providing retailers with an end-to-end solution
for managing a multi-store network.
• Microsoft Dynamics GP purchase order import helps ensure agile,
accurate ?nancial management by tracking all inventory movement
across the supply chain.
- Full and partial purchase order receipts are transferred from
Microsoft Dynamics RMS to Microsoft Dynamics GP Purchase
Order Processing, where all appropriate documents are created.
- Microsoft Dynamics GP General Ledger updates automatically
with inventory adjustments.
- Items and vendors imported from Microsoft Dynamics RMS
are linked and assigned to appropriate item classes in
Microsoft Dynamics GP.
• Microsoft Dynamics GP Receivables Management provides
an extra level of visibility into sales transactions taking place
at individual stores.
- All sales data from retail operations moves through Receivables
Management and ?ows into General Ledger.
Integration With Microsoft Dynamics GP (cont.)
• Integration with Microsoft Dynamics GP Bank Reconciliation helps
eliminate double entry for critical retail processes, including:
- Cash, check, and credit card sales.
- On-account customer transactions and payments.
- Work order, layaway, and back order payments.
• Increased General Ledger visibility improves operational ef?ciency
by eliminating double entry for the following:
- Payouts
- Overs/Shorts
- Surcharges (debit/cash back)
- Manual inventory adjustments
Industry-speci?c Solution Offerings from ISVs
An extensive catalog of Microsoft Certi?ed Partner add-on
solutions—including e-commerce, mobility, business intelligence,
merchandising, and others—further enhance the investment
protection of a solution that can be tailored to suit demanding
retail needs.
INNOVATE
© 2006 Microsoft Corporation. All rights reserved. This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.
Microsoft, Microsoft Dynamics, the Microsoft Dynamics logo, Excel, Windows, Windows Server, and Windows Vista are either registered trademarks or trademarks of Microsoft Corporation in
the United States and/or other countries. All other trademarks are property of their respective owners.
1106 Part Number LQFS-0000-0000200
Microsoft Dynamics Retail Management System Store Operations
System Requirements
• Pentium 600 MHz or faster processor (1 GHz recommended),
50 MB of available hard-disk space, and 192 MB or more of RAM (512 MB recommended)
• Microsoft Windows XP Home or Professional with Service Pack 2 or later, Windows 2000 with Service Pack 4 or later, Windows Embedded for Point of Service
(Store Operations only), Microsoft Windows ServerTM 2003 with Service Pack 1 or later, or Windows VistaTM Business or later
• Ships with Microsoft SQL ServerTM Express; supports Microsoft Desktop Engine (MSDE) or Microsoft SQL Server
Microsoft Dynamics Retail Management System Headquarters
System Requirements
• Pentium 600 MHz or faster processor (1 GHz recommended), 50 MB of available hard-disk space, and 192 MB or more of RAM (512 MB recommended)
• Microsoft Windows XP Home or Professional with Service Pack 2 or later, Windows 2000 with Service Pack 4 or later, Windows Server 2003 with Service Pack 1 or
later, or Windows Vista Business or later
• Microsoft SQL Server 2000 Service Pack 4 or later, MSDE 2000 Service Pack 4 or later, SQL Server 2005 Server Pack 1 or later, or SQL Express Service Pack 1
(included)
For More Information
Visit our Web site at www.microsoft.com/msrms or contact your Microsoft partner.
doc_818981815.pdf
For retail organizations looking to drive success, Microsoft DynamicsTM Retail
Management System (RMS) offers an easy-to-use, ?exible solution that helps you manage
operations and performance across all your stores and at the head of?ce. Designed to
meet changing business needs, this powerful software package delivers the investment
protection of a solution that can be adapted to meet the unique requirements of your
retail environment. Microsoft Dynamics RMS is sold as two separate modules—
Microsoft Dynamics RMS Store Operations and Microsoft Dynamics RMS Headquarters.
Microsoft Dynamics Retail Management System Store Operations
Microsoft Dynamics RMS Store Operations can be run as a stand-alone application in individual stores
and connected to the head of?ce via Microsoft Dynamics RMS Headquarters. Along with automating
the full range of point-of-sale (POS) processes, Microsoft Dynamics RMS Store Operations enables
managers to maintain tight control over inventory, pricing, suppliers, promotions, customer
information, and reporting.
Point-of-Sale Capabilities
• Customize and resize transaction screens.
• Work with a “touch screen” graphical user interface.
• Quickly de?ne keyboard-shortcut macros.
• Enter unlimited line items.
• Automatically look up price (sales, quantity discount, promotional, price levels).
• Automatically compute tax, VAT.
• Look up quantity and item attribute.
• Display item picture, extended description, and sub-descriptions.
• Set up default shipping services.
• Select shipping carrier and calculate shipping charges by weight/value.
• Support multi-tender transactions, including cash, check, credit card, and debit card.
• Accept food stamps.
• Sell and redeem vouchers, gift certi?cates, and gift cards.
• Place transactions on hold and recall.
• Perform voids and returns at POS.
• Access online credit card authorizations and capture electronic signatures.
• Save time and cost with integrated debit and credit card processing.
• Streamline
business processes.
• Improve pro?t
margins.
• Build customer
loyalty and
effectively
understand sales
priorities.
• Reduce supply
chain costs.
• Leverage new
technology and
channels.
INNOVATE
Point-of-Sale Capabilities (cont.)
• Ensure optional credit card discounts with Address Veri?cation
Supports (AVS).
• Support mix-and-match pricing structure.
• Discount entire sale or selected items at time of sale.
• Add customer account.
• Track customer information, including total sales, number of
visits, and last visit date.
• Issue store credit.
• Receive payment(s) for individual invoices.
• Process deposits on orders.
• Search by customer’s ship-to address.
• Create and process layaway, back orders, work orders, and
sales quotes.
• Credit items sold to selected sales reps.
• View daily sales graph at the POS.
• View and print journals from any register.
• Preview, search, and print journals by register, batch, and/or
receipt number.
• Print X, Z, and ZZ reports.
• Print receipts, invoices, and pick tickets with logos/graphics.
• Print kit components on receipt.
• Reprint receipts.
• Enter employee hours with an integrated time clock function.
• Sell when the network/server is down with of?ine POS mode.
Inventory Types
• Standard and service items
• Serialized (up to three serial numbers per item)
• Matrix (apparel)
• Lot matrix
• Kits (items you fabricate; shows components)
• Assembly (bill of material)
• Weight (tare, actual)
• Tag-along
• Parent/child
• Voucher (gift card, gift certi?cate, store credit)
• Non-inventory
Inventory Control and Tracking
• Track and manage all inventory types.
• Organize and modify assembly, matrix, and lot matrix items
using clear spreadsheets.
• Look up and modify matrix items by speci?c attribute
(i.e., size, color).
• Create/modify individual items in a matrix, as well as add or remove
dimensions from existing items.
• Automatically calculate inventory replenishment by restock
level or quantity sold.
• Support multiple suppliers for each item.
• De?ne “master pack” quantity for ordering.
• Assign item substitutes.
• Track by serial numbers.
• Create unlimited item aliases.
• Identify parent and child quantities.
Inventory Control and Tracking(cont.)
• Attach notes/reminders to speci?c items.
• Automatically generate purchase orders (POs).
• Quickly add items to POs using dialog window.
• Quickly create new items while creating a PO.
• Export POs to Microsoft® Of?ce Excel® and Microsoft Of?ce
Word for easy customization and viewing in a matrix grid format.
• Receive shipments.
• Transfer inventory in/out.
• Process external ?le (data collection unit).
• Store and track of?ine inventory (items not for sale,
breakage, etc.).
• Attach item pictures.
• De?ne department and category structure.
• Assign reason codes for inventory adjustments.
Pricing, Sales, and Promotions
• Set up mix-and-match pricing structure, including pricing and
percentage discounts.
• “Buy X, get Y” discount capability, including percentage discount.
• Set lot pricing (single, six-pack, case, etc.).
• Set multiple price levels per customer (price break tables).
• Set mixed-case discounts.
• Discount from retail and mark up from cost.
• Set pro?t margin and price rounding rules.
• Discount by dollar amount.
• Assign subtotal amount.
• Set percent of discount.
• Put items on sale/promotion.
• Set up happy hours and sales schedules.
• Multiple tax rate tables (percent, base, cap) multiple sales tax
(GST, PST, etc.).
• Support Euro and Value-Added Taxation.
• De?ne sales commission schedule.
• Give change in local currency.
Microsoft Dynamics Retail Management System Features List
Advanced Security Options
• Protect information with built-in security systems for manager
and POS programs.
• Every menu and ?eld can be protected per cashier’s security level.
Data ?elds can be hidden, view-only, or editable.
• Set cashier ?oor and return limits.
• Assign logon password.
• Assign reason codes for discounts, price override,
and adjustments.
• Grant or deny cashier permissions to:
- Enter opening or closing amounts.
- Change price, tax amount.
- Allow “No sales” (open drawer).
- Allow payouts.
- Allow item cost display.
- Allow editing of time-clock entries.
- Allow generation of X reports.
- Hold transactions.
- Abort transactions.
- Perform blind closeouts.
- View sales journal and sales graph.
- Allow customer account modi?cation.
- Allow deletion of customers and items.
- Allow item information modi?cation.
- Allow posting empty transactions.
- Allow selling to employees with discounts.
- Show/hide customer addresses at POS.
- Record and track cash payouts.
Time-saving Tools
• Simplify item maintenance tasks, such as price changes,
with the Inventory Wizard.
• Quickly add inventory with the New Item Wizard.
• Add/modify item dimensions using matrix forms.
• Design and print bar code and graphic labels with the
Label Wizard.
• Schedule more effectively with a built-in calendar event
planner and automatic reminders.
Microsoft Dynamics Retail Management System Features List
Customer Management and Marketing
• Drive increased sales with discount functionality, inculding
mixed-case discounts.
• Track purchases by date, price, and quantity.
• Search by account information.
• De?ne different account types (i.e., revolving).
• Enable Aged Receivables option.
• Look up, adjust, and track invoices for speci?c customer accounts.
• Apply ?nance charges on accounts.
• Bill payments for net terms.
• Place limits on customer purchases for speci?ed time period.
• Utilize 15 user-de?ned ?elds for customer data, including birth
date, driver’s license number, and resale permit number.
• Create customer accounts at the POS.
• Set up multiple shipping addresses per customer.
• Reprint customer statements and receipts.
• Generate mailing lists.
• Print accounts receivable aging report.
• Print account activities report.
Employee Management
• Track and manage employee information.
• Track employee performance.
• Set up and manage sales commissions.
• Send messages to cashiers.
• Enter employee hours using integrated time clock and
time card report.
Integration with Popular Accounting Software
• Microsoft Dynamics GP
• Intuit QuickBooks®
• Open standards allow universal Windows® import/export
Support for Hardware and Peripherals
• Use Microsoft Dynamics RMS with existing computers and OPOS
(OLE for POS)–compatible peripherals.
• Purchase complete hardware/software bundles from leading
technology providers.
• Protect your investment with support for next-generation
hardware devices.
Internet Applications
• Support XML for cross-platform data sharing.
• Retrieve and process orders from many virtual storefronts.
• Advertise to in-store customers using NetDisplay.
• Set up on-screen shortcuts to Web sites, software, and
application tools.
Customizable, Real-time Reports
• Filter, hide, sort, and group report data.
• Enable print preview.
• Adjust report header/columns on-screen.
• Drill down for access and/or to modify detailed database
information directly from Active Reports.
• Memorize your custom reports.
• Export data to multiple formats.
• Work with highly customizable reports that include:
- Customer list
- Account activities and receivables aging
- Daily sales with ?lters and “Grouped by”
- Summary daily tax collected
- Detailed sales and detailed tax collected
- Commissions
- Register analysis
- Department sales/cost
- Regional sales
- Item price and quantity lists
- Item value list
- Item reorder list
- Item movement report
- Of?ine inventory list
- Serial number list
- Supplier list
- Alias and substitute lists
- Work order summary and detailed lists
- Back order summary and detailed lists
- Quote summary and detailed lists
- Vouchers summary and detailed lists
- Purchase orders
- Inventory transfers in/out
- Open layaways and expiration reports
- Summary daily sales
- Sales rep and cashier daily sales
- Supplier daily sales
- Register daily sales
- Department and category daily sales
- Cashier log
- Top sales reps and cashiers
- Top customers
- Top suppliers
- Top items
- Top departments and categories
Microsoft Dynamics Retail Management
System Headquarters
Microsoft Dynamics RMS Headquarters runs at the head of?ce
of a chain of stores, enabling managers to upload and aggregate
inventory, sales, and purchase order data from across their entire
business. It enables company-wide reporting, communication,
and performance analysis.
Inventory Control and Tracking
• Centralize inventory tracking and management for each store
and for the enterprise as a whole.
• Microsoft Dynamics RMS Headquarters offers detailed information
on quantity in stock, reorder points, and restock levels for each
item at each store and then makes this information visible to the
home of?ce.
• Since some stores may have uniform or disparate inventories,
Microsoft Dynamics RMS Headquarters can invoke inventory
replenishment at the home of?ce for any group of stores.
• A master inventory database can be set up and downloaded
to any group of stores.
• Manage all item attributes and properties such as item types,
departments, categories, suppliers, substitutes, aliases, parent
relationships, and more from one location and send updated
and new items to the stores you select for consistent stock
identi?cation.
• Sales taxes can be programmed individually by store or by groups
of stores per local regulations.
• Promote inventory balancing by managing stock transfers among
stores with an inter-store quantity check feature, so each store can
check the inventory levels at all stores.
• On every scheduled connection to Microsoft Dynamics RMS
Headquarters, updated item quantities and dynamic item
properties (such as store costs and prices) in Microsoft Dynamics
RMS Headquarters automatically change to re?ect their new value
at the given store.
• When cost information changes at the store level, item costs can
be uploaded to Microsoft Dynamics RMS Headquarters, ensuring
accurate, chain-wide item cost reports based on weighted average
at Headquarters.
Purchase Orders
• Generate POs based on replenishment needs for all stores.
You can make the orders for a set of stores or regions and ship
to a single warehouse for later distribution or directly to
individual stores.
• Automatically generate POs for selected items, by quantity sold
during a period, or for items that fall below restocking levels for all
stores or at individual stores.
• Centralize supplier list management for all stores.
• Inter-store inventory transfers can be initiated from the head
of?ce or at individual stores.
• Once POs are received by the store, the information is uploaded to
Microsoft Dynamics RMS Headquarters automatically on the next
scheduled connection.
• Designate a distribution site—a store or warehouse—as
the receiving point where all goods are received.
Pricing, Sales, and Promotions
• The head of?ce can change and download item prices to
speci?ed stores.
• Selected items can be put on sale at speci?c stores or across
the entire business.
• Special pricing—including ?xed-price and percentage discounts—
can be set up for “Buy X, get Y” promotions, as well as for items,
categories, or departments, and then downloaded to stores.
• Price changes can be programmed to take effect immediately
or during a speci?ed time period.
Sales and Order Tracking
• Microsoft Dynamics RMS Headquarters maintains highly detailed
data from every transaction across the chain. Tracked information
includes:
- Transaction number
- Item lookup codes for items sold
- As-sold prices
- Tax collected
- Customer
- Cashier and sales rep IDs
- Applicable serial number or matrix type
- Tender received
- Payments, drops, and payouts
- Account receivables and adjustments
• Easily generate detailed sales and pro?t analyses, sales
commissions, and tax reports.
• View the electronic receipts generated at each store
from Microsoft Dynamics RMS Headquarters Manager.
• Comprehensive data collection allows for custom data
warehousing and OLAP.
Powerful, Flexible Reports
• Gain instant, ?exible access to a wealth of meaningful data.
• Consolidated reports show sales breakdowns, identify slow-
moving items and check sales for any day—by store location, item,
department, category, customer, or taxes.
• Reports may be previewed on screen, printed, or exported
to applications such as Microsoft Excel.
• Customer reports include:
- Global Customer List
- Local Customer List
- Accounts Receivable—Summary
- Accounts Receivable—Detailed
• Sales reports include:
- Summary Sales (Daily) Reports
? Daily Sales by Sales Rep
? Daily Sales by Cashier
? Daily Sales by Supplier
? Daily Sales by Register
? Daily Sales by Category
? Daily Sales by Department
- Summary Tax Collected (Daily)
- Detailed Sales
- Detailed Tax Collected
- Top Performers Reports
? Top Sales Reps
? Top Customers
? Top Cashiers
? Top Suppliers
? Top Items
? Top Departments
? Top Categories
Powerful, Flexible Reports (cont.)
- Regional Sales
- Department Cost/Sales
- Commission
• Items reports include:
- Department/Category List
- Master Price List
- Master Quantity List
- Master Value List
- Snapshot Store Price List
- Snapshot Store Quantity List
- Quantity Discrepancy List
- Supplier List
- Alias List
- Substitute List
- Serial Number List
- Item Movement
- Of?ine Inventory List
• Quotes/Orders reports include:
- Backorders—Summary
- Backorders—Detailed
- Quotes—Summary
- Quotes—Detailed
- Purchase Orders
- Inventory Transfer In
Customer Management and Marketing
• Microsoft Dynamics RMS Headquarters maintains a complete
pro?le of every customer who has ever purchased from any
of your stores.
• Customer information includes demographics, preferences,
purchase or problem history, account balance, and credit
information.
• Easily print monthly billing statements for On Account customers.
• Enable customers to pay their enterprise-wide balance at one store
using the Remote Payment feature.
• Chain-wide buying habits, shopping frequency, and purchase
amounts are readily available at the head of?ce.
• Leverage thorough and accurate database marketing and
relationship selling to targeted customers through custom
applications.
• All data is exportable from the Microsoft SQL Server database—
for example to CRM and ERP applications.
Microsoft Dynamics Retail Management System Features List
Employee Management
• Monitor sales reps, their hours, and the registers they run.
• Upload attendance records for computing hours and labor
costs at the head of?ce.
• Centrally compute sales commissions based upon sales transactions
and commission structures found in associates’ pro?les.
Integration with Microsoft Dynamics GP
• Microsoft Dynamics RMS integrates smoothly with Microsoft
Dynamics GP, providing retailers with an end-to-end solution
for managing a multi-store network.
• Microsoft Dynamics GP purchase order import helps ensure agile,
accurate ?nancial management by tracking all inventory movement
across the supply chain.
- Full and partial purchase order receipts are transferred from
Microsoft Dynamics RMS to Microsoft Dynamics GP Purchase
Order Processing, where all appropriate documents are created.
- Microsoft Dynamics GP General Ledger updates automatically
with inventory adjustments.
- Items and vendors imported from Microsoft Dynamics RMS
are linked and assigned to appropriate item classes in
Microsoft Dynamics GP.
• Microsoft Dynamics GP Receivables Management provides
an extra level of visibility into sales transactions taking place
at individual stores.
- All sales data from retail operations moves through Receivables
Management and ?ows into General Ledger.
Integration With Microsoft Dynamics GP (cont.)
• Integration with Microsoft Dynamics GP Bank Reconciliation helps
eliminate double entry for critical retail processes, including:
- Cash, check, and credit card sales.
- On-account customer transactions and payments.
- Work order, layaway, and back order payments.
• Increased General Ledger visibility improves operational ef?ciency
by eliminating double entry for the following:
- Payouts
- Overs/Shorts
- Surcharges (debit/cash back)
- Manual inventory adjustments
Industry-speci?c Solution Offerings from ISVs
An extensive catalog of Microsoft Certi?ed Partner add-on
solutions—including e-commerce, mobility, business intelligence,
merchandising, and others—further enhance the investment
protection of a solution that can be tailored to suit demanding
retail needs.
INNOVATE
© 2006 Microsoft Corporation. All rights reserved. This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.
Microsoft, Microsoft Dynamics, the Microsoft Dynamics logo, Excel, Windows, Windows Server, and Windows Vista are either registered trademarks or trademarks of Microsoft Corporation in
the United States and/or other countries. All other trademarks are property of their respective owners.
1106 Part Number LQFS-0000-0000200
Microsoft Dynamics Retail Management System Store Operations
System Requirements
• Pentium 600 MHz or faster processor (1 GHz recommended),
50 MB of available hard-disk space, and 192 MB or more of RAM (512 MB recommended)
• Microsoft Windows XP Home or Professional with Service Pack 2 or later, Windows 2000 with Service Pack 4 or later, Windows Embedded for Point of Service
(Store Operations only), Microsoft Windows ServerTM 2003 with Service Pack 1 or later, or Windows VistaTM Business or later
• Ships with Microsoft SQL ServerTM Express; supports Microsoft Desktop Engine (MSDE) or Microsoft SQL Server
Microsoft Dynamics Retail Management System Headquarters
System Requirements
• Pentium 600 MHz or faster processor (1 GHz recommended), 50 MB of available hard-disk space, and 192 MB or more of RAM (512 MB recommended)
• Microsoft Windows XP Home or Professional with Service Pack 2 or later, Windows 2000 with Service Pack 4 or later, Windows Server 2003 with Service Pack 1 or
later, or Windows Vista Business or later
• Microsoft SQL Server 2000 Service Pack 4 or later, MSDE 2000 Service Pack 4 or later, SQL Server 2005 Server Pack 1 or later, or SQL Express Service Pack 1
(included)
For More Information
Visit our Web site at www.microsoft.com/msrms or contact your Microsoft partner.
doc_818981815.pdf