Microsoft Dynamics RMS Store Operations

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 type 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.

• 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. Check your hardware compatibility.
• Use Electronic Draft Capture (EDC) and integrate with leading credit card services to reduce fraud and human error.
• Connect retail and financial management through integration with Microsoft Dynamics GP.
• 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). Read more.
• Enhance Microsoft Dynamics RMS with add-in functionality, including E-Commerce solutions, personal digital assistance (PDA) and mobile/wireless stations, and integration to legacy systems, EDC, and credit card services.