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Microsoft Dynamics Retail Management System Features List

For retail organizations looking to drive success, Microsoft Dynamics Retail TM

Management System (RMS) offers an easy-to-use, flexible solution that helps you manage
operations and performance across all your stores and at the head office. 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 office 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. • Streamline
• Quickly define keyboard-shortcut macros. business processes.
• Enter unlimited line items.
• Improve profit
• Automatically look up price (sales, quantity discount, promotional, price levels).
• Automatically compute tax, VAT.
margins.
• Look up quantity and item attribute. • Build customer
• Display item picture, extended description, and sub-descriptions.
loyalty and
• Set up default shipping services.
effectively
• Select shipping carrier and calculate shipping charges by weight/value.
understand sales
• Support multi-tender transactions, including cash, check, credit card, and debit card.
priorities.
• Accept food stamps.
• Sell and redeem vouchers, gift certificates, and gift cards. • Reduce supply
• Place transactions on hold and recall.
chain costs.
• Perform voids and returns at POS.
• Access online credit card authorizations and capture electronic signatures. • Leverage new
• Save time and cost with integrated debit and credit card processing. technology and
channels.
Point-of-Sale Capabilities (cont.) Inventory Types
• Ensure optional credit card discounts with Address Verification • Standard and service items
Supports (AVS). • Serialized (up to three serial numbers per item)
• Support mix-and-match pricing structure. • Matrix (apparel)
• Discount entire sale or selected items at time of sale. • Lot matrix
• Add customer account. • Kits (items you fabricate; shows components)
• Track customer information, including total sales, number of • Assembly (bill of material)
visits, and last visit date.
• Weight (tare, actual)
• Issue store credit.
• Tag-along
• Receive payment(s) for individual invoices.
• Parent/child
• Process deposits on orders.
• Voucher (gift card, gift certificate, store credit)
• Search by customer’s ship-to address.
• Non-inventory
• Create and process layaway, back orders, work orders, and
sales quotes. Inventory Control and Tracking
• Credit items sold to selected sales reps. • Track and manage all inventory types.
• View daily sales graph at the POS. • Organize and modify assembly, matrix, and lot matrix items
• View and print journals from any register. using clear spreadsheets.
• Preview, search, and print journals by register, batch, and/or • Look up and modify matrix items by specific attribute
receipt number. (i.e., size, color).
• Print X, Z, and ZZ reports. • Create/modify individual items in a matrix, as well as add or remove
• Print receipts, invoices, and pick tickets with logos/graphics. dimensions from existing items.

• Print kit components on receipt. • Automatically calculate inventory replenishment by restock

level or quantity sold.
• Reprint receipts.
• Support multiple suppliers for each item.
• Enter employee hours with an integrated time clock function.
• Define “master pack” quantity for ordering.
• Sell when the network/server is down with offline POS mode.
• Assign item substitutes.
• Track by serial numbers.
• Create unlimited item aliases.
• Identify parent and child quantities.
Inventory Control and Tracking(cont.) Advanced Security Options
• Attach notes/reminders to specific items. • Protect information with built-in security systems for manager
• Automatically generate purchase orders (POs). and POS programs.

• Quickly add items to POs using dialog window. • Every menu and field can be protected per cashier’s security level.
Data fields can be hidden, view-only, or editable.
• Quickly create new items while creating a PO.
• Set cashier floor and return limits.
• Export POs to Microsoft® Office Excel® and Microsoft Office
Word for easy customization and viewing in a matrix grid format. • Assign logon password.

• Receive shipments. • Assign reason codes for discounts, price override,

and adjustments.
• Transfer inventory in/out.
• Grant or deny cashier permissions to:
• Process external file (data collection unit).
- Enter opening or closing amounts.
• Store and track offline inventory (items not for sale, - Change price, tax amount.
breakage, etc.). - Allow “No sales” (open drawer).
• Attach item pictures. - Allow payouts.
• Define department and category structure. - Allow item cost display.
- Allow editing of time-clock entries.
• Assign reason codes for inventory adjustments.
- Allow generation of X reports.
- Hold transactions.
Pricing, Sales, and Promotions
- Abort transactions.
• Set up mix-and-match pricing structure, including pricing and
- Perform blind closeouts.
percentage discounts.
- View sales journal and sales graph.
• “Buy X, get Y” discount capability, including percentage discount. - Allow customer account modification.
• Set lot pricing (single, six-pack, case, etc.). - Allow deletion of customers and items.
• Set multiple price levels per customer (price break tables). - Allow item information modification.
- Allow posting empty transactions.
• Set mixed-case discounts.
- Allow selling to employees with discounts.
• Discount from retail and mark up from cost. - Show/hide customer addresses at POS.
• Set profit margin and price rounding rules. - Record and track cash payouts.
• Discount by dollar amount.
• Assign subtotal amount.
Time-saving Tools
• Simplify item maintenance tasks, such as price changes,
• Set percent of discount.
with the Inventory Wizard.
• Put items on sale/promotion.
• Quickly add inventory with the New Item Wizard.
• Set up happy hours and sales schedules.
• Add/modify item dimensions using matrix forms.
• Multiple tax rate tables (percent, base, cap) multiple sales tax
• Design and print bar code and graphic labels with the
(GST, PST, etc.).
Label Wizard.
• Support Euro and Value-Added Taxation.
• Schedule more effectively with a built-in calendar event
• Define sales commission schedule. planner and automatic reminders.
• Give change in local currency.

Microsoft Dynamics Retail Management System Features List

Customizable, Real-time Reports Customer Management and Marketing
• Filter, hide, sort, and group report data. • Drive increased sales with discount functionality, inculding
• Enable print preview. mixed-case discounts.

• Adjust report header/columns on-screen. • Track purchases by date, price, and quantity.

• Drill down for access and/or to modify detailed database • Search by account information.
information directly from Active Reports. • Define different account types (i.e., revolving).
• Memorize your custom reports. • Enable Aged Receivables option.
• Export data to multiple formats. • Look up, adjust, and track invoices for specific customer accounts.
• Work with highly customizable reports that include: • Apply finance charges on accounts.
- Customer list • Bill payments for net terms.
- Account activities and receivables aging
• Place limits on customer purchases for specified time period.
- Daily sales with filters and “Grouped by”
- Summary daily tax collected • Utilize 15 user-defined fields for customer data, including birth
- Detailed sales and detailed tax collected date, driver’s license number, and resale permit number.
- Commissions • Create customer accounts at the POS.
- Register analysis • Set up multiple shipping addresses per customer.
- Department sales/cost • Reprint customer statements and receipts.
- Regional sales
• Generate mailing lists.
- Item price and quantity lists
- Item value list • Print accounts receivable aging report.
- Item reorder list • Print account activities report.
- Item movement report
- Offline inventory list Employee Management
- Serial number list • Track and manage employee information.
- Supplier list
• Track employee performance.
- Alias and substitute lists
- Work order summary and detailed lists • Set up and manage sales commissions.
- Back order summary and detailed lists • Send messages to cashiers.
- Quote summary and detailed lists • Enter employee hours using integrated time clock and
- Vouchers summary and detailed lists time card report.
- Purchase orders
- Inventory transfers in/out Integration with Popular Accounting Software
- Open layaways and expiration reports • Microsoft Dynamics GP
- Summary daily sales
• Intuit QuickBooks®
- Sales rep and cashier daily sales
- Supplier daily sales • Open standards allow universal Windows® import/export
- Register daily sales
- Department and category daily sales Support for Hardware and Peripherals
- Cashier log • Use Microsoft Dynamics RMS with existing computers and OPOS
- Top sales reps and cashiers (OLE for POS)–compatible peripherals.
- Top customers • Purchase complete hardware/software bundles from leading
- Top suppliers technology providers.
- Top items • Protect your investment with support for next-generation
- Top departments and categories 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.

Microsoft Dynamics Retail Management System Features List

Microsoft Dynamics Retail Management Purchase Orders
System Headquarters • Generate POs based on replenishment needs for all stores.
You can make the orders for a set of stores or regions and ship
Microsoft Dynamics RMS Headquarters runs at the head office
to a single warehouse for later distribution or directly to
of a chain of stores, enabling managers to upload and aggregate
individual stores.
inventory, sales, and purchase order data from across their entire
• Automatically generate POs for selected items, by quantity sold
business. It enables company-wide reporting, communication,
during a period, or for items that fall below restocking levels for all
and performance analysis.
stores or at individual stores.
• Centralize supplier list management for all stores.
Inventory Control and Tracking
• Centralize inventory tracking and management for each store • Inter-store inventory transfers can be initiated from the head
and for the enterprise as a whole. office or at individual stores.

• Microsoft Dynamics RMS Headquarters offers detailed information • Once POs are received by the store, the information is uploaded to
on quantity in stock, reorder points, and restock levels for each Microsoft Dynamics RMS Headquarters automatically on the next
item at each store and then makes this information visible to the scheduled connection.
home office. • Designate a distribution site—a store or warehouse—as
• Since some stores may have uniform or disparate inventories, the receiving point where all goods are received.
Microsoft Dynamics RMS Headquarters can invoke inventory
replenishment at the home office for any group of stores. Pricing, Sales, and Promotions
• A master inventory database can be set up and downloaded • The head office can change and download item prices to
to any group of stores. specified stores.

• Manage all item attributes and properties such as item types, • Selected items can be put on sale at specific stores or across
departments, categories, suppliers, substitutes, aliases, parent the entire business.
relationships, and more from one location and send updated • Special pricing—including fixed-price and percentage discounts—
and new items to the stores you select for consistent stock can be set up for “Buy X, get Y” promotions, as well as for items,
identification. categories, or departments, and then downloaded to stores.
• Sales taxes can be programmed individually by store or by groups • Price changes can be programmed to take effect immediately
of stores per local regulations. or during a specified time period.
• 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 reflect 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.
 Sales and Order Tracking Powerful, Flexible Reports (cont.)
• Microsoft Dynamics RMS Headquarters maintains highly detailed - Regional Sales
data from every transaction across the chain. Tracked information - Department Cost/Sales
includes: - Commission
- Transaction number • Items reports include:
- Item lookup codes for items sold - Department/Category List
- As-sold prices - Master Price List
- Tax collected - Master Quantity List
- Customer - Master Value List
- Cashier and sales rep IDs - Snapshot Store Price List
- Applicable serial number or matrix type - Snapshot Store Quantity List
- Tender received - Quantity Discrepancy List
- Payments, drops, and payouts - Supplier List
- Account receivables and adjustments - Alias List
• Easily generate detailed sales and profit analyses, sales - Substitute List
commissions, and tax reports. - Serial Number List
• View the electronic receipts generated at each store - Item Movement
from Microsoft Dynamics RMS Headquarters Manager. - Offline Inventory List

• Comprehensive data collection allows for custom data • Quotes/Orders reports include:
warehousing and OLAP. - Backorders—Summary
- Backorders—Detailed
Powerful, Flexible Reports - Quotes—Summary
- Quotes—Detailed
• Gain instant, flexible access to a wealth of meaningful data.
- Purchase Orders
• Consolidated reports show sales breakdowns, identify slow- - Inventory Transfer In
moving items and check sales for any day—by store location, item,
department, category, customer, or taxes. Customer Management and Marketing
• Reports may be previewed on screen, printed, or exported • Microsoft Dynamics RMS Headquarters maintains a complete
to applications such as Microsoft Excel. profile of every customer who has ever purchased from any
• Customer reports include: of your stores.
- Global Customer List • Customer information includes demographics, preferences,
- Local Customer List purchase or problem history, account balance, and credit
- Accounts Receivable—Summary information.
- Accounts Receivable—Detailed
• Easily print monthly billing statements for On Account customers.
• Sales reports include:
• Enable customers to pay their enterprise-wide balance at one store
- Summary Sales (Daily) Reports using the Remote Payment feature.
▪ Daily Sales by Sales Rep
▪ Daily Sales by Cashier • Chain-wide buying habits, shopping frequency, and purchase
▪ Daily Sales by Supplier amounts are readily available at the head office.
▪ Daily Sales by Register • Leverage thorough and accurate database marketing and
▪ Daily Sales by Category relationship selling to targeted customers through custom
▪ Daily Sales by Department applications.
- Summary Tax Collected (Daily)
• All data is exportable from the Microsoft SQL Server database—
- Detailed Sales for example to CRM and ERP applications.
- Detailed Tax Collected
- Top Performers Reports
▪ Top Sales Reps
▪ Top Customers
▪ Top Cashiers
▪ Top Suppliers
▪ Top Items
▪ Top Departments
▪ Top Categories

Microsoft Dynamics Retail Management System Features List

Employee Management Integration With Microsoft Dynamics GP (cont.)
• Monitor sales reps, their hours, and the registers they run. • Integration with Microsoft Dynamics GP Bank Reconciliation helps
• Upload attendance records for computing hours and labor eliminate double entry for critical retail processes, including:
costs at the head office. - Cash, check, and credit card sales.
- On-account customer transactions and payments.
• Centrally compute sales commissions based upon sales transactions
- Work order, layaway, and back order payments.
and commission structures found in associates’ profiles.
• Increased General Ledger visibility improves operational efficiency
Integration with Microsoft Dynamics GP by eliminating double entry for the following:
• Microsoft Dynamics RMS integrates smoothly with Microsoft - Payouts
Dynamics GP, providing retailers with an end-to-end solution - Overs/Shorts
for managing a multi-store network. - Surcharges (debit/cash back)
- Manual inventory adjustments
• Microsoft Dynamics GP purchase order import helps ensure agile,
accurate financial management by tracking all inventory movement
Industry-specific Solution Offerings from ISVs
across the supply chain.
An extensive catalog of Microsoft Certified Partner add-on
- Full and partial purchase order receipts are transferred from
solutions—including e-commerce, mobility, business intelligence,
Microsoft Dynamics RMS to Microsoft Dynamics GP Purchase
Order Processing, where all appropriate documents are created. merchandising, and others—further enhance the investment
- Microsoft Dynamics GP General Ledger updates automatically protection of a solution that can be tailored to suit demanding
with inventory adjustments. retail needs.
- 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 flows into General Ledger.

INNOVATE
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.

© 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