• Overview
• Outline
• Schedule

About This Course

The 2-day Microsoft course on Retail Management System Store Operations (RMS SO) prepares students to assist customers with the installation, setup, configuration, and implementation of Store Operations. Students learn how to 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 acquire a basic understanding of Store Operations functionality and capabilities.

Audience Profile

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 will gain a practical working knowledge of the application's functionality and capabilities.

Prerequites

Before attending this course, students must have:

• A 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.

At Course Completion

After completing this course, students will be able to:

• Determine how RMS SO meets their customers retail needs
• Assist 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 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 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 set up 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