Microsoft Business Solutions

Retail Management System

Store Operations Feature Summary
• Access Customer Info (i.e., total sales, number of visits,
Supported Hardware last visit date)
• Any PC running Microsoft® Windows® 98SE, • Issue Store Credit
Windows 2000, Windows NT® SP5, Windows Me or • Receive Payment(s) for Individual Invoices
Windows XP
• Process Deposits on Orders
• Support for popular OPOS Printers, Scanners,
• Search by Customer Ship To Addresses
Scales, Line displays and Cash Drawers
• Create and Process Lay-bys, Back Orders, Word Orders
• Support for Windows Printers, Keyboard Wedge
and Sales Quotes
Mag Card Readers and PC/PS-2 Keyboards
• Credit Items Sold to Selected Sales Reps
• Calendar Event Planner and Reminder
Point-of-Sale Capabilities • Built-in Time Clock
• Customisable, Resizable Transaction Screen • Daily Sales Graph
• Graphical User Interface • User-Defined Reminder Messages
• Customisable POS Buttons for Web-based Application • View and Print Journals from any Register
Shortcuts • Preview, Search and Print Journals by Register, Batch
• Multi-media Advertisements and/ or Receipt Number
• Electronic Receipt on Net Display • Print X, Z and ZZ Reports
• Online Access to the Internet • Print Receipt, Invoice and Pick Ticket with Logos/
• Unlimited Line Item Entry Graphics
• Automatically Look Up Price (sales, quantity discount, • Print Kit Components on Receipt
promotional)
• Automatically Compute Tax/GST
• Look Up Quantity and Item Attribute
• Display Item Picture
• Show Item Extended Description and Subdescriptions
• Select Shipping Carrier and Calculate Shipping Charges
by Weight/Value
• Multi-Tender (i.e., cash, cheque, credit card)
• Accept Food Stamps
• Print Cheque Validation Endorsement
• Sell and Redeem Vouchers/Gift Certificates/Gift Cards
• Place Transaction On Hold and Recall
• Perform Post-Voids
• Process Returns
• Perform Online Credit Authorisations
• User-Definable Keyboard-Shortcut Macros
• Online Help
• Support Mix and Match Pricing Structure
• Discount Entire Sale or Selected Item At Time of Sale
• Add Customer Account
Microsoft Business Solutions
Retail Management System
Internet Applications Inventory Control and Tracking
• Retrieve and Process Orders from Virtual Storefronts • Track and Manage All Inventory Types
• Net Display Channels (Broadcast Pre-Selected Web sites, • Organise and Modify Assembly, Matrix and Lot Matrix
Web pages and Ads) Items Using Easy-to-Use Spread Sheets
• Custom POS Buttons (On-Screen Shortcuts to Web sites, • Look Up and Modify Matrix Items by Specific Attribute
Software Packages and Application Tools) Info (i.e., Colour, Size, Style, Fit, Story)
• E-Receipts • Automatically Calculate Inventory Replenishment Based
• FedEx and UPS Shipping and Tracking via the Internet on Restock Level or Quantity Sold
Inventory Types • Support Multiple Suppliers for Each Item
• Standard • Define Master Pack Quantity for Ordering
• Service • Assign Item Substitutes
• Assembly (bill of material) • Support Up to Three Serial Numbers per Item
• Serialised (up to three serial numbers) • Unlimited Item Aliases
• Matrix (apparel) • Support Parent and Child Quantity
• Lot Matrix Kit • Attach Special Notes and Reminder to Specific Item
• Weight (tare, actual) • Generate Purchase Orders
• Petrol and Other Wet Stock • Receive Shipment
• Tag Along • Transfer Inventory In/Out
• Parent/Child • Design Graphical Labels
• Voucher (Gift Card/Gift Certificate) • Print Bar Code Labels
• Process External File (data collection unit)
• Store and Track Offline Inventory (items not for sale)
• Customise and Use Reason Codes

Advanced Security Options • Allow Editing of Time Clock Entries

• Built-In Security System for both Manager and POS • Allow Cashier to View Others’ Time Clock Entries
programs • Allow Generation of X Reports
• Every menu and field can be protected based on • Hold Transaction (suspending or stacking)
cashier’s security level; Data fields can be hidden, • Blind Closeout
view-only or editable • View Sales Journal
• Set Cashier Floor Limit • View Sales Graph
• Set Cashier Return Limit • Sign On Before Each Transaction
• Assign Log-On Password • Allow New Customers at POS
• Grant or Deny Cashier Permissions to: • Allow Customer Account Modification
• Enter Opening or Closing Amounts • Allow Deletion of Customers and Items
• Change Price at Point-of-Sale • Allow Item Information Modification
• Change Tax Amount at Point-of-Sale • Enable Global Customers for Multi-Store
• Allow No Sales (open drawer) • Require Serial Number
• Allow Pay Outs • Allow POS Serial Number Creation
• Allow Item Cost Display • Show Customer Addresses at POS
Pricing, Sales, and Promotions • Detailed Tax Collected
• Set Up Mix and Match Pricing Structure • Commission
• “Buy X, Get Y” Discount Capability • Cashier Log
• Lot Pricing (single, six-pack, case, etc.) • Register Analysis
• Petrol and Wet Stock Pricing (to three decimal positions) • Department Sales/Cost
• Multiple Price Levels/Customer (price break tables) • Top Sales Reps and Cashiers
• Discount From Retail • Top Customers
• Mark Up From Cost • Top Suppliers
• Set Profit Margin • Top Items
• Discount by Dollar Amount • Top Departments and Categories
• Assign Sub-Total Amount • Regional Sales
• Set Percent of Discount • Item Price and Quantity Lists
• Put Items on Sale/Promotion • Item Value List
• Set Up Weekly Sales Schedules • Item Reorder List
• Multiple Sales Tax (GST, PST, etc.) • Item Movement Report
• Multiple Tax Rates Tables (percent, base, cap) • Offline Inventory List
• Support Euro and Value Added Taxation • Serial Number List
• Define Sales Commission Schedule • Supplier List
• Return in Local Currency • Alias and Substitute Lists
Customisable Active Reports • Work Order Summary and Detailed Lists
• Incorporate Company Logo • Back Order Summary and Detailed Lists
• Sort and Group Report Data Directly on Print Preview • Quote Summary and Detailed Lists
Screen • Purchase Orders
• Filter Data Attribute Information • Inventory Transfers In/Out
• Adjust Report Header/Columns On-Screen • Open Lay-bys Report
• Access Detailed Database Information Directly from • Lay-by Expiration Report
Report Preview • Graphs (Numerical/Graphic Format)
• Quickly Drill Down from Summary Reports to More • Filter and Export Options
Detailed Reports Wizards
• Memorise Report Settings • Assistant to facilitate large changes to the database
The highly customisable reports are: • New Item Wizard to quickly add inventory to the
database
• Customer List
• Label Wizard to design and print labels
• Accounts Receivable Aging
• Account Activities
• Summary Daily Sales
• Sales Rep and Cashier Daily Sales
• Supplier Daily Sales
• Register Daily Sales
• Department and Category Daily Sales
• Summary Daily Tax Collected
• Detailed Sales
Microsoft Business Solutions
Retail Management System
Customer Management and Marketing Retail Management System
• Search by Account Number, Name, Company, Address, Designed for independent merchants
Phone/Fax, Email Address and Ship To Information – like you
• Define Different Account Types (i.e., Revolving) For more information:
• Set Default Account Type for New Customers Visit our Web site at: www.microsoft.com.au/pos
• Aged Receivables Option Phone: 13 20 58
• Look Up, Adjust and Track Invoices for Specific Email: contactus@microsoft.com.au
Customer Account Or contact your Microsoft Business Solutions partner.
• Track Purchases By Date, Price and Amount
• Apply Finance Charges on Accounts
• Bill Payments for Net Terms
• Place Limits on Customer Purchases for Given Time
Period
• 15 User-Defined Fields for Customer Information (i.e.,
Birth-Date, Driver’s License Number, Resale Permit
Number)
• Create Customer Accounts at the POS
• Define Multiple Shipping Addresses Per Customer
• Print Customer Statements
• Reprint Statement for Selected Customer
• Generate Mailing List
• Print Accounts Receivable Aging Report
• Print Account Activities Report
• Access and/or Modify Detailed Customer Data Directly
from Active Reports
Employee Management
• Track and Manage Employee Information
• Set Up Sales Rep Commission Structure
• Assign Security Levels to Grant Specific Access Privileges
• Send Messages to Cashiers
• Generate Time Card Report
• Edit Time Clock Entries
• Generate Cashier Log Report
Interface with Other Accounting Software
• Microsoft Business Solutions Great Plains® Edition
• Microsoft Business Solutions Navision Edition
• Microsoft Business Solutions Solomon Edition
• M.Y.O.B.®
• Peachtree Accounting for Windows
• QuickBooks for Windows

© 2004 Microsoft Corporation. All rights reserved. Microsoft, the Microsoft logo, Great Plains, Windows and Windows NT are either registered trademarks or
trademarks of Microsoft Corporation in the United States and/or other countries. The names of actual companies or products mentioned herein may be the
trademarks of their respective owners.
Paper produced with recycled fibre content. MIC5420 06/04