Retail Management System Store Operations
Course 8336: Two days;
Instructor-led
On This Page
Introduction
The two-day Microsoft Business Solutions Course on
Retail Management Systemฎ Store Operations (RMS SO) prepares
students to assist their customers with the installation, setup,
configuration, and implementation of Store Operations. Students will
learn just how easily they can 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 should acquire a good
basic understanding of Store Operations functionality and
capabilities.
Audience
RMS SO training is recommended for Microsoft
Certified Partners, who plan to sell, implement, configure, consult,
and/or support RMS SO. The Course is targeted toward resellers who
want to assist their customers with the installation,
administration, implementation, and maintenance of the RMS SO
application. Partners who participate in this Course are those who
want to gain a practical working knowledge of the applications
functionality and capabilities.
At Course Completion
After completing this course, students should be
able to:
| |
Determine how RMS SO can
meet their customers retail needs |
| |
Assist their 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 for a store such as ordering,
inventory, accounts, sales tax, tender, create 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 the Journal Menu
options for viewing journals, closing open and blind
closeout batches, assigning GL accounts, 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 |
| |
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 setup 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 Citibank EDC and accounting programs |
Prerequisites
Before attending this course, students should
have:
| |
Some working knowledge
of Windows 2000 or Windows XP |
| |
Basic understanding of
SQL Server |
| |
Basic understanding of
daily retail operations |
| |
Basic understanding of
retail software applications and database storage techniques |
Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are
associated with this course currently.
Course Materials
The student kit includes an SO training manual
with "Test Your Skills" exercises that should be used to reinforce
learning, an RMS SO 1.2 installation CD, and supplementary handout
materials.
Course Outline
Chapter 1: Store Operations Overview
The purpose of this chapter is to give students a
general overview of the RMS SO application. The functionality and
capabilities of the SO components will be introduced along with an
explanation of the features and benefits of a server-based database.
Main Topics
| |
Store Operations
Overview |
| |
Store Operations
Components |
| |
Concept of a Database
Server |
Lab: No Lab for Chapter 1
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/MSDE) rather than a file-based database |
Chapter 2: Store Operations Installation
This chapter focuses on SO installation including
MSDE/SQL Server, system requirements, the installation process,
Windows 2000/XP issues, and the Software Copy Protection Device
(Dongle). After discussion of the topics, students will install the
SO software.
Main Topics
| |
System Requirements |
| |
MSDE vs. SQL2000 |
| |
Installation Process |
| |
Windows 2000/XP Issues |
| |
Software Copy Protection
Device (Dongle) |
Lab: Store Operations Installation
| |
Install Store Operations
1.2 software |
Lab: Start Store Operations
After completing this chapter, students will be
able to:
| |
Understand the basics of
SQL Server/MSDE capabilities |
| |
Describe the system
requirements for installing and running Store Operations |
| |
Briefly describe the
installation process |
| |
Understand issues when
using Store Operations with Windows 2000 or Windows XP |
| |
Install a Dongle
(Software Copy Protection Device) |
| |
Install Store Operations
software |
Chapter 3: Store Operations Administrator
This chapter focuses on using Administrator to
connect to the database server, create a store database, perform the
initial setup and other database operations, configure point-of-sale
registers, and understand issue queries.
Main Topics
| |
Administrator Features |
| |
SQL/Database Operations |
| |
Register Configuration |
| |
SQL Queries |
Lab: Connect to the Database Server
| |
Start Store Operations
Administrator |
| |
Connect to the database
server |
Lab: Create a Store Database using Create
Database Wizard
| |
Database | Create to
open Create Database Wizard |
| |
Use RMSSample.bck to
Create a new Store Database |
| |
File | Configuration to
Configure the new Store Database |
Lab: Administrator Configuration
| |
Start Administrator |
| |
Set the configuration
tab options in File | Configuration |
Lab: Issue a Query
| |
Create, run, and save a
query |
| |
Open a saved query |
After completing this chapter, students will be
able to:
| |
Connect to the database
server |
| |
Create a new store
database using the Create Database Wizard |
| |
Configure the store
database on the File | Configuration tabs |
| |
Set unique register
numbers |
| |
Create, run, save, and
open a saved query |
Chapter 4: Store Operations Manager
The purpose of this chapter is to discuss how SO
Manager is used to handle all back-office functions and activities.
In addition to a discussion of the Manager login, this chapter will
focus on Store Configuration and options for the Database,
Inventory, Journal, Wizards, and Reports menus. Exercises at the end
of this chapter demonstrate how to set Sale Prices, create a Matrix
item, create, edit and receive a Purchase Order, Transfer Inventory
In, Receive items, Transfer Inventory Out, add items to Offline
Inventory, and transfer items out from Offline Inventory.
Main Topics
| |
Manager Overview |
| |
Manager Login |
| |
Store Configuration
Settings |
| |
Database Menu Options |
| |
Department & Category
Setup |
| |
Sales Tax and
Item/Customer Tax Setup |
| |
Supplier Setup |
| |
Item Properties |
| |
Item Types Setup |
| |
Customers & Account
Types Setup |
| |
Cashier Setup |
| |
Tender Types Setup |
| |
Currencies Setup |
| |
Sales Reps |
| |
Time Clock |
| |
Shipping Carriers |
| |
Reason Codes |
| |
Registers Options |
| |
Discounts & Schedules |
| |
Item Messages |
| |
Manager Functions |
| |
Inventory Management |
| |
Inventory Transfers |
| |
Purchase Orders |
| |
Reordering |
| |
Offline Inventory |
| |
Physical Inventory |
| |
Journal Menu |
| |
Journal Viewer |
| |
Assign GL Accounts |
| |
Post Batches |
| |
Wizards Menu |
| |
Inventory Wizard |
| |
New Item Wizard |
| |
Label Wizard |
| |
Label Designer |
| |
Reports Menu |
Lab: Login to Manager
| |
Start Manager and Log in |
Lab: Sale Prices
| |
Set Sale Prices on Items |
Lab: Matrix Items
| |
Create Matrix Items
using the New Item Wizard |
Lab: Purchase Orders
| |
Create a Purchase Order |
| |
Edit a Purchase Order |
| |
Receive Items on a
Purchase Order |
Lab: Transfer Inventory In/Out Orders
| |
Create a Transfer
Inventory In Order |
| |
Receive Items |
| |
Create a Transfer
Inventory Out Order |
| |
Issue a Transfer
Inventory Out Order |
Lab: Offline Inventory
| |
Add an Item to Offline
Inventory |
| |
Transfer Out Items from
Offline Inventory |
After completing this chapter, students will be
able to:
| |
Start Manager and log in |
| |
Configure store-wide
parameters |
| |
Define Database menu
options |
| |
Use Transfers, Purchase
Orders, Offline Inventory |
| |
Create a Physical
Inventory |
| |
Use the Journal menu
options |
| |
Use the Inventory, New
Item, and Label Wizards |
| |
Use the Reports menu to
view, print, customize, and save Reports |
Chapter 5: OPOS Hardware Installation and Setup
Chapter 5 will explain the installation of Ole for
Point Of Sale (OPOS) drivers for point-of-sale hardware. Students
will gain a better understanding of OPOS drivers in order to
configure point-of-sale hardware. Attention will be given to
register hardware configuration in the Database menu Registers
options and the tabs on the Register List window.
Main Topics
| |
OPOS Drivers |
| |
Store Operations
Hardware Setup |
| |
OPOS Drivers
Installation and Setup |
| |
OPOS Drivers included
with Store Operations software |
| |
Manufacturer specific
OPOS Drivers |
Lab: Review OPOS Installation and Setup Tabs
| |
Manager | Database |
Registers | Register List |
After completing this chapter, students will be
able to:
| |
Understand the
importance of OPOS drivers for point-of-sale hardware |
| |
Locate the configuration
options screens for point-of-sale hardware |
| |
Determine whether a
customer may use generic OPOS drivers included with Store
Operations software or if manufacturer OPOS drivers are
required for their point-of-sale equipment |
Chapter 6: Store Operations Point of Sale
This chapter focuses on the Point Of Sale software
included in SO for performing daily POS activities, processing
common sale transactions, and performing special POS transactions.
The POS Screen and Function Keys will be explained, in addition to
the Blind Closeout procedure and other POS functions. After the
topics have been discussed, exercises will demonstrate how to
process a variety of POS functions to give students a better
understanding of the topics.
Main Topics
| |
Point of Sale Overview |
| |
POS Screen & Function
Keys |
| |
Daily POS Activities |
| |
Common POS Functions |
| |
Special POS Transactions
and Functions |
Lab: Login to POS
Lab: Perform Daily POS Activities
| |
Enter Opening Amount |
| |
Generate an X Report |
| |
Ring up a Sale
Transaction |
| |
Tender a Cash Sale |
Lab: Perform POS Transactions
| |
Place a Transaction On
Hold |
| |
Recall a Transaction |
| |
Cancel a Transaction |
| |
Process a Return |
Lab: Perform Layaway Transactions
| |
Create a Layaway |
| |
Process a Payment on a
Layaway |
| |
Pick Up Partial Layaway |
| |
Pick Up Entire Layaway |
Lab: Shipping Options
| |
Add Shipping to a
Transaction |
After completing this chapter, students will be
able to:
| |
Understand the basic
functions of SO Point of Sale |
| |
Understand the sections
of the POS Screen |
| |
Use the POS Function
Keys |
| |
Ring up sales |
| |
Tender transactions |
| |
Perform daily POS
activities |
| |
Process POS transactions |
| |
Process special POS
transactions |
| |
Add Shipping charges to
transactions |
Chapter 7: Additional POS Display Options
The objective of this chapter is to explain
additional POS display options including the Net Display, a Custom
HTML Status Bar, Custom POS Buttons, and the Touch Screen. The
chapter will also include a discussion of step-by-step instructions
for enabling and configuring the POS display options. After
completing the discussions, students perform exercises that
demonstrate the POS display options functionalities and
capabilities.
Main Topics
| |
Net Display |
| |
Custom HTML Status Bar |
| |
Custom POS Buttons |
| |
Touch Screen |
Lab: Configure the Net Display
| |
Enable in Manager |
Database | Registers | Register List |
| |
Setup in Manager |
Database | Registers | Net Display Channels |
| |
Adjust Size and Position
in POS | Ctrl-F6 | Net Display tab |
Lab: Configure the Custom HTML Status Bar
| |
Close POS and Manager |
| |
Set Web Status in
Administrator | File | Configuration | Register |
| |
Adjust Size and Position
in POS | Ctrl-F6 | HTML |
Lab: Create Custom POS Buttons
| |
Create in Manager |
Database | Registers | Custom POS Buttons |
Lab: Enable and Size the Touch Screen
| |
Enable in Manager |
Database | Registers | Register List |
| |
Adjust Size and Position
in POS | Ctrl-F6 | Touchscreen tab |
After completing this chapter, students will be
able to:
| |
Enable and configure Net
Display |
| |
Configure the custom
HTML Status Bar |
| |
Create Custom POS
Buttons |
| |
Set up the POS Touch
Screen |
Chapter 8: Administrative Tasks
This chapter addresses the tasks performed by
store employees who have exclusive access privileges that enable
them to set up and/or view security levels for both the Manager and
POS programs, configure the Offline Server, modify Active Reports,
Receipts, and Templates, use the Import Utility, and update the
Retail Management System and/or eCommerce software. The exercises at
the end of this chapter focus on defining and assigning security
settings.
Main Topics
| |
Security |
| |
Offline Server |
| |
Modifying Active Reports |
| |
Modifying Receipts and
Templates |
| |
Import Utility |
| |
QS2000 Upgrade |
Lab: Security Settings
| |
Set up Security Levels |
| |
Assign a Security
setting to a Menu option |
| |
Assign a Security
setting to a Field |
| |
Assign a Security Level
to an Employee (Cashier) |
After completing this chapter, students will be
able to:
| |
Set up Security Levels |
| |
Assign a Security
setting to a Menu option |
| |
Assign a Security
setting to a Field |
| |
Assign a Security Level
to an Employee (Cashier) |
| |
Configure the Offline
Server |
| |
Ring up sales while in
Offline Mode |
| |
Modify Reports |
| |
Modify Receipts and
Templates |
| |
Use the Import Utility |
| |
Understand the QS2000
Upgrade basics |
Chapter 9: Integration Options
In this chapter, we will explain how SO is fully
scalable for accessing third party software or custom programs and
tools quickly and easily from SO Manager's Utilities menu. The
chapter includes a discussion of using SO Administrator to set up
the software to incorporate Add-Ins. The focus of this chapter will
be on using Citibank EDC, QuickBooks 2003 and other financial
integrations, and updates on Retail Management System and eCommerce
applications.
Main Topics
| |
Third Party Solutions |
| |
Citibank EDC |
| |
QuickBooks 2003 |
| |
Other Financial
Integrations |
| |
Updating on RMS and
eCommerce |
Lab: No Lab Exercises for this Chapter
After completing this chapter, students will be
able to:
| |
Understand the basic
process for enabling Add-Ins |
| |
Integrate Citibank EDC
software |
| |
Understand the basic
process of integrating QuickBooks 2003 and other accounting
software |
| |
Understand the updates
to Retail Management System and eCommerce software |
