Retail Management Hero

Transcription

1 Retail Management Hero Training Agenda March 2016 V 1.1 Mustafa Husain V1.1 Colin Urquhart V1.0 1/7/13 RMH

2 Contents Requirements for course attendees... 2 Course Detail: Retail Management Hero Certification Training - 3 Days (Course ID RMHT01) P a g e R e t a i l R e a l m

3 Requirements for course attendees These courses are designed to teach Retail Management Hero software and prepare the participants to be able to take the Retail Realm exams and certification. People attending these classes must: Attend all classes on time Turn off all phones during the classes Concentrate on the class and not answer s, or spend time on the web pursuing unrelated social networking activities or conducting personal searches Attend the courses for the period assigned The expected attire is smart casual All participants must bring their own laptop/pc that must have Windows 7 or Windows 8 latest version (no older version). All users must do the exercises and class home work. Virtual Machines hosted on Microsoft Azure will be provided. Participants must use the hard-wires or Wi-Fi provided to connect to the internet. All participants must bring their own laptops. Laptops should be of decent specification e.g. i5 or above processor, 8GB RAM or above etc. 2 P a g e R e t a i l R e a l m

4 Course Detail: Retail Management Hero Certification Training - 3 Days (Course ID RMHT01) 3 P a g e R e t a i l R e a l m

5 Session # Session Time 1 09:00 09:15 DAY 1 Sessions Introduction Class Introduction RMH Installation/System requirements Hardware, OS, System Requirements System Pre-Requisites Collation Settings 2 09:15 10:45 Software Installation Cumulative System Updates New database creation Restore existing RMS Database data history & data files Offline database System Configuration Break 10:45 11:00 Coffee Break RMH Back Office Back Office Navigation Outline Key Features Toolbars & Navigation Ribbon Functionality Hardware register configuration Windows & OPOS driver requirements Security configuration 3 11:00 12:30 Application Roles Login Roles Change Password Back Office Once Off Setup Options Setup Tab Merchandising People & Security Inventory & Purchasing Financial Customer o Accounts Receivable Hardware 4 P a g e R e t a i l R e a l m

6 Break 12:30-01:30 Lunch Break Merchandising Item Creation New Item Worksheet Miscellaneous POS 4 01:30-03:15 Use RMH Product Mask Item Profiles General Calculation Mask Defaults Item Matrices Item Messages Departments & Categories Discounts Limit Purchases Schedules Break 03:15-03:30 Coffee Break Merchandising Cont. Label Wizard label setup & design 5 03:30-05:00 Advanced Item Update Wizard Inventory Wizard review functionality & the use of the wizard options Q & A - Day 1 Recap Session # Session Time DAY 2 Sessions Customer Accounts Setup account types 1 09:00-10:30 Customer Accounts Close Billing Cycle Print Statements 5 P a g e R e t a i l R e a l m

7 Break 10:30-10:45 Coffee Break Review of Advanced Accounts Receivable Functionality Back Office AAR Setup Customer Account Creation Link accounts to RMH Customer Account Sales, Account Refunds, Account Payments at POS Customer AAR Cont. Review Account Management in the Back Office 2 10:45-12:30 Payment Reversal Put Payment on Hold Adjust payment, Un-apply a payment. Break 12:30-01:30 Lunch Break Inventory/Purchasing Suppliers Supplier Creation & Setup Supplier Price File Management Discounts Supplier Item Management. Supplier Worksheets Purchase Orders 3 01:30-03:15 Purchase Order Setup & Configuration Purchase Orders - Enhancements Purchaser Terms Shipping Methods Item Information PO Charges Item Creation Release Worksheet Purchase Worksheet Inventory - Inventory Task Wizards Invoice Credit Note Cost Adjustment Review Purchase Order Processing Work Flow and System Capabilities 6 P a g e R e t a i l R e a l m

8 Break 03:15-03:30 Coffee Break Inventory/Purchasing Purchase Orders History History Posted receipts Posted Invoices Posted Credit Notes Stock Transfer In Stock transfer Out 4 03:30-05:00 Reports Standard mirror reports currently found in RMS Custom Reports Advanced Reports Report Graphs Purchase Accounts Receivable Sharp Shooter Report Design & Configuration Tools Q & A - Day 2 Recap 7 P a g e R e t a i l R e a l m

9 Session Time DAY 3 Sessions RMH Point of Sale Navigation & Product Layout Transaction Functionality Items 1 09:00-10:30 Lookup Item Lookup Matrix Item Lookup Charge Delete items Clear Items Customer Break 10:30-10:45 Coffee Break Taxes Lookup/Create/Edit Customer Clear Customer Payment to Account Transaction Tax Set Transaction Tax Set Destination Tax No Tax Current Item Tax Set Current Item Tax Current Item Tax On/Off 2 10:45-12:30 Transaction Transaction Comment Recall Transactions Sale/Return/No Sale Tender Sale Sales Reps Hold Transaction Journal Receipt Preview Journal View Gift Receipt & Receipt Re-Print 8 P a g e R e t a i l R e a l m

10 Orders Create\Recall Quote Create\Recall Work Order Create\Recall Layaway Accept Layaway Payments Capture Order Details Break 12:30-01:30 Lunch Break Discounts Review Functionality & Options Batch Enter Opening\Closing Amounts View\Print X Report Print Z & ZZ Report Close Batch w/o Z-Report Blind Closeout Cash Drop Payout Review daily cash up workflow and system cash management Secure Login\Logout Manager Override 3 01:30-03:15 Custom Commands Setup and configuration Layout & Design Theme Application Xaml Receipts E-Receipts Touch Screen Enabled Keyboard Windows product based touch interface Software Development Kit Overview Availability Use & System Examples Q & A - Day 3 Recap 9 P a g e R e t a i l R e a l m

11 Break 03:15-03:30 Coffee Break 4 03:30-05:00 Preparation for RMH certification exam RMH Partner Certification Exam 10 P a g e R e t a i l R e a l m