POS, Point of Sale Software, POS Systems, Retail Pro, RMS, CounterPoint

Learn More

Microsoft RMS Overview

Store Operations Features

Headquarters Features

View Web Demo

Key Microsoft Retail Management System Features

Microsoft Dynamics Retail Management System (RMS) is sold as two separate modules—Microsoft Dynamics Retail Management System Store Operations and Microsoft Dynamics Retail Management System Headquarters. This page lists the key features you'll find in each module.

Microsoft Dynamics RMS Store Operations

Microsoft Dynamics RMS Store Operations delivers a complete retail solution that can be run as a stand-alone application in individual stores, as well as connected to the head office using Microsoft Dynamics RMS Headquarters. Microsoft Dynamics RMS Headquarters equips multi-store businesses or chains to roll up and manage data for all stores from the head office.

Features at a glance:

Setup and configuration

Inventory and purchasing management

Transaction processing

Payment card processing

Pricing, sales, and promotions

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 types—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.

Pricing, sales, and promotions

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. Read more.

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 eCommerce solutions, personal digital assistance (PDA) and mobile/wireless stations, and integration to legacy systems, EDC, and credit card services.

Microsoft Dynamics RMS Headquarters

Microsoft Dynamics RMS Headquarters enables multi-store businesses or chains to roll up and manage data for all stores from the head office.

Features at a glance:

Inventory control and tracking

Purchase orders

Pricing, sales, and promotions

Sales tracking

Customer management and marketing

Employee management

Reporting

Security features

Setting up new stores

Integration

Inventory control and tracking

Track detailed information on quantity in stock, reorder points, and restock levels for each item at each store.

Invoke automatic inventory replenishment at the home office, and for any set of stores.

Set up a master inventory database and download it to any group of stores. Information on item types, departments, categories, suppliers, substitutes, aliases, parent relationships, and more can be replicated to stores for consistent stock identification.

Program sales tax individually by store per local regulations.

Promote inventory balancing by managing stock transfers among stores. An inventory transfer log tracks stock movement.

Designate selected stores as warehouses where inventory can be received and redistributed.

Perform inter-store quantity checks so you can determine the inventory levels at all stores. Whenever stores upload their information, the quantities in Headquarters are automatically updated.

Upload item costs when cost information changes at the store level, ensuring accurate, chain-wide item cost reports based on weighted average.

Purchase orders

Identify purchasing needs, record all purchases, and print POs for all your stores.

Generate POs for selected items by quantity sold during a certain period of time to quickly replenish the items that have been sold during that span.

Generate POs for selected items when they fall below reorder points. Use the Min/Max inventory capabilities to easily create an order that brings your stock to an optimal level for your business.

Perform inter-store inventory transfers from the warehouse store.

Send the POs to each store for individual receiving, or send a combined PO to one location (such as a warehouse) for central receiving and later disbursement.

Pricing, sales, and promotions

Put selected items on sale at specific stores or across the chain of stores.

Set up special pricing for items, categories, or departments—including fixed discounts and percentage discounts—and then broadcast as desired.

Program price changes to take effect immediately or during a specified time period.

Sales tracking

Maintain detailed information on invoice number; items sold; as-sold prices; tax collected; customer, cashier, and sales rep identities (IDs); and applicable serial number or matrix information.

Easily generate detailed sales and profit analysis, sales commissions, and tax reports.

Track special transactions from each store, including work orders, back orders, layaways, and quotes.

Compile a comprehensive data collection, which supports data warehousing and online analytical processing (OLAP).

Customer management and marketing

Track demographics, preferences, purchase or problem history, account balance, and credit information.

Keep chain-wide buying habits, shopping frequency, and purchase amounts readily available at the head office.

Use Microsoft Dynamics RMS Headquarters customer data to create database marketing and relationship selling to targeted customers.

Keep detailed accounts receivable data for each customer; with centralized data collection, you can allow your customers to make on-account purchases and payments at any store in the chain of stores.

Send consolidated monthly statements to your on-account customers that include transactions and payments from across your chain of stores.

Employee management

Upload attendance records for computing hours and labor costs at the head office.

Centrally compute sales commissions based upon sales transactions and commission structures found in associates' profiles.

Gain insight into employee performance by reviewing detailed and summary sales reports that can be grouped by cashier or sales representative.

Reporting

Generate consolidated reports to show sales breakdowns, identify slow-moving items, and check sales for any day—by store location, item, department, category, customer, or taxes.

Reports can be previewed on screen, printed, or exported to Office Excel, Office Word, and other applications and formats supported by the Microsoft Windows operating system.

Customize each report by hiding or displaying additional information, changing the group levels, and sorting data the way you want. Then, "memorize" the report so your changes will remain the next time you'd like to view the report.

v Advanced security features

Built-in security features restrict employee access and protect sensitive information to keep your business data secure.

Take advantage of custom security levels that protect screens and fields and report writing—every sensitive corner of your system and confidential data.

As an extra level of security, grant or deny user access to Maintenance Mode, a special operating function that must be enabled for a user to change, edit, or delete data stored in Microsoft Dynamics RMS Headquarters.

Setting up new stores

Once one store has been created and configured for a Microsoft Dynamics RMS Store Operations database, Microsoft Dynamics RMS Headquarters enables you to roll a new store database to other locations with minimal setup and configuration.

Easily create a Microsoft Dynamics RMS Store Operations database for a new store by exporting data from an existing store and the Microsoft Dynamics RMS Headquarters database.

Set up the new store using the exported Microsoft Dynamics RMS Store Operations database, which will contain everything your store needs to be operational, including items, customers, tenders, and more.

As you add stores, customers, and products to the system, flexible Microsoft SQL Server database technologies enable you to manage and store virtually unlimited amounts of information.

Integration

Help eliminate duplicate data entry, connect business information and processes, and protect your existing software and hardware investments.

Connect seamlessly with Microsoft Office system programs such as Office Excel and Office Word for data analysis and communications.

Connect retail and financial management for a multi-store network with Microsoft Dynamics GP integration. Read more.

Data generated at any store can be integrated with merchandising systems, warehouse systems, and other back-office enterprise systems or portals, including Microsoft Office SharePoint Server.

For more product information, please click here or call 800-305-0461.