Microsoft Store Operations Overview

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Contents


Whether you are new to Store Operation's retail-savvy advantages, or familiar with Quicksell 2000, this primer updates you on Microsoft Retail Store Operations's new and often unique features. RMS/SO is packed with exciting advanced features that dramatically improve back-office and POS efficiency.

Net Display Channels
Call Net Display your subtle up-seller. It enables you to showcase advertisements and Websites on a second display monitor for customers at your point-of-sale. You might put these monitors around the store or display them to customers awaiting checkout. This replaces the pole display while showing Websites and Web pages that you pre-select, or ads from your local CD-ROM or DVD.

Shipping and Tracking over the Internet
If you use UPS or FedEx, Microsoft Retail Store Operations streamlines shipping. No need for a dedicated PowerShip or other machines. Customer name and address—even product weight—plug in automatically. RMS/SO transmits data to FedEx or UPS which downloads shipping labels to RMS/SO for display printing.

RMS/SO maintains shipping documents and will track shipments. Manage your account from the browser screen. Know and tally exact costs from the shipper's on-board schedule.

Empowering the POS with Corporate Information Via Internet or WAN
Above we've offered many specific applications for Microsoft Retail Store Operations's new connectivity features. We know you and your staff will find many more. Conceptually, consider that Microsoft Retail Store Operations is your two-way, total, instant information conduit between your point of sale terminals, your back-office computer, your IT system, and the outside world of consumers, suppliers and partners.

Under security rules you set, you and your store associates can access, display and work with any file, any program, on any accessible computer in your network, or in the world. You can run those applications, even use their output instantly with no delays to the customer.

You pre-set the only sites, files and programs that customers and sales associates see and access. Additionally, our Advanced Security Features provide 31 levels of security under your command. (See below.)

Stores connect to corporate via Internet, VPN, or WAN. Information from corporate can be "pushed" to the POS or "pulled" by the POS using standard Internet protocols such as HTML, HTTP, HTTPS, or server-side scripts. The built-in Web browser displays the acquired information on the same POS screen. Text, graphic, and multi-media information can be displayed and heard.
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Advanced Security Features
Microsoft Retail Store Operations incorporates tight security controls and restricts employee access to sensitive information. It includes a built-in security system with 31 security levels (security definitions or profiles). These protect Web access features, programmable POS keys, screens and fields, report writing—every sensitive corner of your system and confidential data.

System administrators define each security level to grant tightly specified access privileges. You can assign the behavior for every screen feature, defining if that field or control can be viewed and/or edited by that level of employee. After you define the security level, assign it to the appropriate employee(s). You dictate precisely what each employee can view and/or change.
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Active Reports
You’ve never seen a report engine jet through jobs like this one. Huge reports on tens of thousands of items once took twenty minutes to calculate. Now optimized for speed, Quick Reports calculates the largest of them in literally seconds.

Report definition is now faster and more flexible. With point-and-click speed, you can find and compare key information easily. Generate a wide variety of consolidated reports to obtain instant sales figures, identify slow-moving items and see sales for any day, any register, and many other filters. Then customize each report to visually emphasize crucial data.

Advanced sorting and filtering tools enable you to fine-tune your reports. You quickly pinpoint the exact data you need to realistically project future sales and make effective management decisions. Incorporate your company logo or other graphics into reports for presentations.

Change database items from any report

These are “Living Reports.” Whenever RMS/SO “Show Me” magnifying glass appears on screen, click that item to see its detail, say a cashier’s full profile, or all the database descriptors for an item. Users with appropriate security access can change database definitions directly from a report. You can rearrange column sequence, show or hide any column—even grant or lock out access to certain people printing certain reports.
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Custom-Build and Reorganize Reports
After you generate the report, Microsoft Retail Store Operations gives you a vast variety of ways to view and reorganize your data. You can even custom-build and organize your reports directly on the report preview screen by:

Adjusting and moving headers and columns

Sorting report data

Filtering report data

Refreshing report data

Accessing detailed information directly from the report

Store Operation's Efficient Assistant
The traditional downfall of other retail systems is the requirement to change things in three or four places. Besides being time-consuming, that failing spawns inconsistencies, data entry errors, and long hours of corrections.

In the Store Operations Manager program, your own personal automated assistant helps you change properties in your database all at once—eliminating the need to manually change each individual item. You can update item prices, costs, reorder information, sales tax assignment, even put groups of selected items on promotion.

Receipts with Logos and Graphics
You can completely customize point-of-sale receipts to display your company logo, address, phone numbers, even graphics. Whether you want to promote your company name or highlight a holiday sale, you can program the software to custom-build the receipts that best relay your message(s).

Microsoft Retail Store Operations can print graphics directly on the receipts, including barcodes, logos or pictures. It can include text in your preferred font and format. You can adjust size and position of your graphics and text.
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Label Designer and Wizard
Labels need to be different sizes and shapes to accommodate different products and printers. Microsoft Retail Store Operations's new features speed up the way you process and print labels. Label Designer lets you easily design your own WYSIWYG label templates. You can add graphics and text, then size and position them.

Save time when you print labels. Use Label Wizard to select one of your customized templates, then specify filter criteria. Print only as many as you need. No need to manually create and adjust labels every time you want to print a label.
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Gift Certificates, Gift Cards and Vouchers
Store Operations has always handled gift certificates and vouchers. Now "gift cards" offer gift-givers a "dynamic gift certificate" that's tied to your store. The gift-card holder can spend any amount up to the card's limit, then the giver can renew the card repeatedly. Clear receipts, both printed and retrievable at any time, document every purchase.

Microsoft Retail Store Operations can tally cardholder purchases against a pre-purchased amount, then recharge the gift card against a credit card, a store account or other tender.
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Customizable POS Buttons (shortcuts)
Microsoft Retail Store Operations lets you program a push-button on the POS screen to access other software files and Web pages—on your computer or via Internet. It can trigger programs, information and capabilities on the POS screen, or send them to the customer's monitor.

Buttons are normally displayed on the right side of the POS screen, but you can re-position and size them as you choose. It's one-step access to as many as ten programs, reference pages or Web sites. This feature gives your store associates immediate access to worldwide computing power while the customer checks out. But everyone's Web access is totally under your control.
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New Accounts Receivable Feature
Accounts Receivable offers many flexible new search and payment options. Rather than requiring a customer to pay an entire account, you can process and track customer payments by individual invoices and statements.

The Aged Receivables option lets you select the specific invoice a customer wishes to pay. In addition to setting up revolving accounts, you can also use the aging receivables option to bill payments for net terms.
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New Item Wizard
Use the New Item Wizard to quickly add items to your database. And, as always in Microsoft Retail Store Operations, adding something once means never having to add it again in another part of the program.

The New Item Wizard enables you to set up item types, define kit and matrix components, and set standard properties. This feature is especially useful when creating Assembly, Kit, Matrix, and/or Lot Matrix items. For example, rather than manually entering each component of a matrix item, you can use the New Item Wizard to automatically add all components to the database at once.
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Enhanced Journal Viewer
Store Operation's enhanced journal capabilities enable staff with the correct security designations to view and print any journal from any register in your preferred format. This can be done In the Manager or POS programs.
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Customizable POS Screen
Managing a variety of stores, payment methods and merchandise makes this feature a must. You may enlarge the "merchandise bought" window. Others may enlarge the customer name. You customize the look and functions of your POS screen with the field displays you want. Pick and choose from several display features, including status bar, HTML status bar, custom buttons, totals, function keys, and Net Display.

You can resize and reposition the transaction screen—and Microsoft Retail Store Operations saves your screen settings.
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Unlimited Line Item Entry
Whether your customer wants five items or thousands, RMS/SO lets you sell unlimited items in one transaction. Other products limit the number of items per transaction. Grocery stores and other large-client enterprises need voluminous item lists. And the multi-item customers are just the ones you don't want to inconvenience.

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Detailed Customer Information
When you select a customer, you will immediately see the "Bill To" and "Ship To" information. You will also see detailed customer information right on the transaction screen, including account number, total sales, number of visits, and date of last visit.

You have pertinent customer information at your fingertips. And that is how repeat customers are retained and new relationships are built.
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Improved Orders, Quotes, and Layaways
The POS program introduces new features that improve the way you create and process work orders, sales quotes, and layaways. These features include the ability to:

View and edit detailed information directly on the transaction screen

Assign a reference number

Accept payment(s) towards a work order or layaway

Depending on whether you create an order, a quote, or layaway, the on-screen information can include comments, on-deposit amount, deposit payment, order balance, due date, reference number, and expiration date. Associates with the necessary security level can edit these fields on the transaction screen.

Microsoft Retail Store Operations allows unlimited flexibility when dealing with orders, quotes, and layaways. Rather than requiring customers to pay for all items on an order, RMS/SO lets them pay for any combination of items, and allows you to add/cancel items at any time.
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Editable Time Clock Entries
Microsoft Retail Store Operations has incorporated a number of new employee time clock capabilities. You can now edit time clock entries in the Manager program. As administrator, you can view a particular employee's clock-in and clock-out times. The Time Clock window displays all cashier names with time in, time out, and time elapsed.

Microsoft Retail Store Operations includes handy tools to allow authorized users to edit the time clock information, including the clock-in date and time and the clock-out date and time. Editing is useful when cashiers log in under the wrong name or forget to clock in or out. And of course you can restrict employees' access to time clock edits.
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New Assembly, Matrix and Lot Matrix Features
Microsoft Retail Store Operations neatly organizes all of your assembly, matrix and lot matrix item information into a comprehensive grid. You see all your items and their related attributes at once. You can also edit any of the item attributes directly on this grid.

You can assign/barcode each item with a separate lookup code. To quickly add matrix items to your database, use the New Item Wizard that lets you define matrix components all at once. Microsoft Retail Store Operations adds the matrix item and its components to the database. You can sort matrix items by dimensions. You can view selected (or all) individual components (item lookup codes) of the particular item matrix, in addition to their description, quantity, size, and color.
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Extensive Graphs
Our Graph feature in the Store Operations POS program displays your revenues, sales and inventory data in a variety of ways. Drop-down list boxes let you generate a variety of graphs that you can further customize.

Select different time periods. Group related data. See numerical and graphical versions. Print it, store it, email it. Make templates of your favorite graphs and reuse them at will. It's another powerful RMS/SO tool to give you the visibility you need to manage.
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Support for Data Warehousing and OLAP
The point of sale is where customers "vote with their wallets" on where they buy, what they buy, and how often. That's why customer data, buying histories, and preferences are vital to success.

Store Operations captures detailed customer data in a Microsoft SQL database for analysis. A growing number of retailers are turning to data warehousing and on-line analytical processing (OLAP) to maximize customer spending and bolster customer service and repeat business by personalizing the shopping experience. Microsoft Retail Store Operations makes that data immediately and accurately available.
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New Database Capabilities
Microsoft Retail Store Operations is fully scalable and can grow as your company grows. Because the software can run off SQL Server 7, you can easily run Microsoft Retail Store Operations on over 100 registers all at the same time.
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Retail Rounding
Store Operations introduces new global pricing features that enable you to perform retail rounding. When you use the Store Operations Assistant to change item prices, Store Operations includes an option that allows you to round all updated prices to realistic retail values based on the rounding rules you specify.
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"Buy X, Get Y" Discount Capability
Sell a specified quantity ("X") of items at full price and give the customers a certain number ("Y") of items for free or at a discounted price. For example, if customers buy three T-shirts, they can receive another T-shirt for free. Or, if they buy four pairs of socks, they receive the next three pairs at a 50% off discount. Pick and choose the desired discount schedules.
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Multiple Foreign Currencies
Microsoft Retail Store Operations lets you handle multiple foreign currencies and exchange rates. You can set up each desired currency with its associated exchange rate and locale. New features include the ability to assign these currencies to the applicable suppliers for use in handling purchase orders and inventory transfers. Use Store Operations Label Designer to customize labels that display multiple exchange rates, even graphics of associated International flags.
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