Microsoft Dynamics Retail Management System - Features

 

 

 

 

 

 

Supported Hardware

  • Any PC running Windows XP Home or Professional with Service Pack 2 or later, Windows 2000 with Service Pack 4 or later, Microsoft Windows Server 2003 with Service Pack 1 or later, or Windows Vista Business
  • Support for Popular OPOS Printers, Scanners, Scales, Line displays and Cash Drawers
  • Support for Windows Printers, Keyboard Wedge Mag Card Readers and PC/PS-2 Keyboards

 

Point-Of-Sale Capabilities

  • Customizable, Resizable Transaction Screen
  • Graphical User Interface
  • Customize POS Buttons for Web-based Application Shortcuts
  • Multi-media Advertisements
  • Electronic Receipt on Net Display
  • Online Access to the Internet
  • Unlimited Line Item Entry
  • Automatically Look Up Price (sales, quantity discount, promotional)
  • Automatically Compute Tax
  • 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, check, credit card)
  • Accept Food Stamps
  • Print Check Validation Endorsement
  • Sell and Redeem Vouchers/Gift Certificates/Gift Cards
  • Place Transaction On Hold and Recall
  • Perform Post-Voids
  • Process Returns
  • Perform Online Credit Authorizations Using ICVerify or PC-Charge
  • 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
  • Access Customer Info (i.e., total sales, number of visits, last visit date)
  • Issue Store Credit
  • Receive Payment(s) for Individual Invoices
  • Process Deposits on Orders
  • Search by Customer Ship To Addresses
  • Create and Process Layaway, Back Orders, Work Orders and Sales Quotes
  • Credit Items Sold to Selected Sales Reps
  • Calendar Event Planner and Reminder
  • Built-in Time Clock
  • Daily Sales Graph
  • User-Defined Reminder Messages
  • View and Print Journals from any Register
  • Preview, Search and Print Journals by Register, Batch and/or Receipt Number
  • Print X, Z and ZZ Reports
  • Print Receipt, Invoice and Pick Ticket with Logos/Graphics
  • Print Kit Components on Receipt

 

Internet Applications

  • Retrieve and Process Orders from Virtual Storefronts
  • Net Display Channels (Broadcast Pre-Selected Websites, Web pages and Ads)
  • Custom POS Buttons (On-Screen Shortcuts to Websites, Software Packages and Application Tools
  • E-Receipts
  • FedEx and UPS Shipping and Tracking via the Internet

 

Inventory Types

  • Standard
  • Service
  • Assembly (bill of material)
  • Serialized (up to 3 serial numbers)
  • Matrix (apparel)
  • Lot MatrixKit
  • Weight (tare, actual)
  • Gasoline
  • Tag Along
  • Parent/Child
  • Voucher (Gift Card/Gift Certificate)

 

Inventory Control and Tracking

  • Track and Manage All Inventory Types
  • Organize and Modify Assembly, Matrix and Lot Matrix Items Using Easy-To-Use Spread Sheets
  • Look Up and Modify Matrix Items by Specific Attribute Info (i.e., size, color)
  • Automatically Calculate Inventory Replenishment Based on Restock Level or Quantity Sold
  • Support Multiple Suppliers for Each Item
  • Define Master Pack Quantity for Ordering Assign Item Substitutes
  • Support Up to Three Serial Numbers per Item
  • Unlimited Item Aliases
  • Support Parent and Child Quantity
  • Attach Special Notes and Reminder to Specific Item
  • Generate Purchase Orders
  • Receive Shipment
  • Transfer Inventory In/Out
  • Design Graphical Labels
  • Print Bar Code Labels
  • Process External File (data collection unit)
  • Store and Track Offline Inventory (items not for sale)
  • Customize and Use Reason Codes

 

Pricing, Sales and Promotions

  • Set Up Mix and Match Pricing Structure
  • "Buy X, Get Y" Discount Capability
  • Lot Pricing (single, six pack, case, etc.)
  • Gasoline Pricing (to 3 decimal positions)
  • Multiple Price Levels/Customer (price break tables)
  • Discount From Retail
  • Mark Up From Cost
  • Set Profit Margin
  • Discount by Dollar Amount
  • Assign Sub-Total Amount
  • Set Percent of Discount
  • Put Items on Sale/Promotion
  • Set Up Weekly Sales Schedules
  • Multiple Sales Tax (GST, PST, etc.)
  • Multiple Tax Rate Tables (percent, base, cap)
  • Support Euro and Value Added Taxation
  • Define Sales Commission Schedule
  • Return In Local Currency

 

Advanced Security Options

  • Built-In Security System for both Manager and POS programs
  • Every menu and field can be protected based on cashier's security level. Data fields can be hidden, view-only or editable
  • Set Cashier Floor Limit
  • Set Cashier Return Limit
  • Assign Log On Password

 

Permissions

  • Enter Opening or Closing Amounts
  • Change Price at Point-of-Sale
  • Change Tax Amount at Point-of-Sale
  • Allow No Sales (open drawer)
  • Allow Pay Outs
  • Allow Item Cost Display
  • Allow Editing of Time Clock Entries
  • Allow Cashier to View Others' Time Clock Entries
  • Allow Generation of X Reports
  • Hold Transaction (suspending or stacking)
  • Blind Closeout
  • View Sales Journal
  • View Sales Graph
  • Sign On Before Each Transaction
  • Allow New Customers at POS
  • Allow Customer Account Modification
  • Allow Deletion of Customers and Items
  • Allow Item Information Modification
  • Enable Global Customers for Multi-Store
  • Require Serial Number
  • Allow POS Serial Number Creation
  • Show Customer Addresses at POS

 

Wizards

  • Assistant to facilitate large changes to the database
  • New Item Wizard to quickly add inventory to the database
  • Label Wizard to design and print labels

 

Customizable Active Reports

  • Incorporate Company Logo
  • Sort and Group Report Data Directly on Print Preview Screen
  • Filter Data Attribute Information
  • Adjust Report Header/Columns On-Screen
  • Access Detailed Database Information Directly from Report Preview
  • Quickly Drill-Down from Summary Reports to More Detailed Reports
  • Memorize Report Settings

 

Highly Customizable Reports

  • Customer List
  • 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
  • Detailed Tax Collected
  • Commission
  • Cashier Log
  • Register Analysis
  • Department Sales/Cost
  • Top Sales Reps and Cashiers
  • Top Customers
  • Top Suppliers
  • Top Items
  • Top Departments and Categories
  • Regional Sales
  • Item Price and Quantity Lists
  • Item Value List
  • Item Reorder List
  • Item Movement Report
  • Offline Inventory List
  • Serial Number List
  • Supplier List
  • Alias and Substitute Lists
  • Work Order Summary and Detailed Lists
  • Back Order Summary and Detailed Lists
  • Quote Summary and Detailed Lists
  • Vouchers Summary and Detailed Lists
  • Purchase Orders
  • Inventory Transfers In/Out
  • Open Layaways Report
  • Layaway Expiration Report
  • Graphs (Numerical/Graphical Format)
  • Filter and Export Options

 

Customer Management and Marketing

  • Search by Account Number, Name, Company, Address, Phone/Fax Number, E-mail Address and Ship To Information
  • Define Different Account Types (i.e. Revolving)
  • Set Default Account Type for New Customers
  • Aged Receivables Option
  • Look Up, Adjust and Track Invoices for Specific Customer Account
  • 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 Specified 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
  • Microsoft Business Solutions Small Business Manager
  • M.Y.O.B.
  • Peachtree Accounting for Windows
  • QuickBooks for Windows

*Information in this document is subject to change without notice and does not represent a commitment on the part of Microsoft. Microsoft makes no representations or warranties with respect to its contents.

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