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Microsoft RMS / POS

Microsoft Dynamics Retail Management System (RMS) offers small and mid-market retailers a complete point-of-sale (POS) solution that can be adapted to meet unique retail requirements. This powerful software package automates POS processes and store operations, provides centralized control for multi-store retailers, and integrates with Microsoft Office system programs, Microsoft Dynamics GP, and other popular applications. Microsoft Dynamics RMS is built on a proven Microsoft platform that adapts to meet unique and changing retail needs.

Set up and use easily

Minimize disruptions with a solution designed for rapid installation and ease of use.

  • Work with expert Microsoft Certified Partners to quickly set up and tailor Microsoft Dynamics RMS to meet your specific retail needs.
  • Enable employees to learn POS procedures in minutes with built-in wizards and an intuitive user interface.
  • Customize data fields to track information you want to see about customers, inventory, and suppliers.
  • Keep costs down now and into the future with support for existing computers and OPOS (OLE for POS)-compatible peripherals.

Automate 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.
  • Manage complex, multi-dimensional inventory requirements with easy-to-use matrix forms.
  • Track item movement and supplier histories, quickly generate purchase orders, and add items on the fly.
  • Export purchase orders to Microsoft Office Excel and Microsoft Office Word for easy customization and viewing in a matrix grid format.

Streamline transaction processing

Respond quickly to customer needs with efficient, personalized service.

  • Work with a customizable POS screen that offers immediate access to prices, availability, and stock location.
  • Access customer histories at the POS; handle multiple tenders and partial payments at checkout; and quickly create and process returns, back orders, sales quotes, work orders, and layaways.
  • Expedite checkouts, target customer preferences to offer up-sells and cross-sells, and implement automatic discounts for frequent shoppers.
  • Eliminate credit card terminals and dedicated phone lines for card transaction processing.
  • Help reduce instances of shrinkage, false returns, credit card fraud, and unauthorized discounts with 31 levels of user security features.

Improve marketing efforts

Target your marketing efforts based on accurate customer data, including preferences and detailed purchase histories.

  • Easily set up discounts, promotions, and sales to increase customer satisfaction.
  • Work with flexible pricing structures to offer special pricing to your best customers.
  • Send targeted mailings with offers and promotions to selected customers.
  • Display up-sells so that associates can mention them.
  • Collaborate with suppliers to advertise products, promotions, new items, or upcoming events to customers in line with a secondary net display.

Analyze data with flexible reporting options

Access, analyze, and share current, detailed data across your entire business—including multiple store locations—with a wide range of flexible reports.

  • Preview, search, and print daily sales reports and journals by register, batch, and receipt number, as well as close cashier shifts quickly and accurately.
  • Identify sales trends in every department or category, evaluate operations and financials, track results from sales and ad campaigns, and set and monitor business policies across stores.
  • Export report information directly into Office Excel, XML, Comma Separated Value (CSV) files, or your e-mail application.

Integrate with other solutions

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

  • Connect retail and financial management across a multi-store network with integration to Microsoft Dynamics GP. Learn more.
  • Work with familiar Microsoft Office system applications such as Office Excel and Office Word for data analysis and communications.
  • Use Electronic Data Capture (EDC) and integrate with leading credit card services to reduce fraud and human error.
  • Manage accounts receivable in Microsoft Dynamics Retail Management System Store Operations, then trade summary POS data with popular accounting software such as Intuit QuickBooks (U.S. version).
  • Work with independent software vendors to enhance existing functionality. You can also add new features, functionality, and applications, including: vertical solutions, accounting and enterprise resource planning (ERP) integration, eCommerce solutions, personal digital assistant (PDA) and mobile/wireless stations, and additional integration to EDC and credit card services.

Scale to meet business growth

Work with a scalable, flexible platform that helps you adapt efficiently to mid-market business requirements and drive a lower cost of ownership.

  • Retailers can deploy and manage Microsoft Dynamics RMS chain-wide, giving them the visibility and control they need to compete in a highly competitive retail environment. Read more about using Microsoft Dynamics RMS for chain stores.
  • Retailers can help protect their investment and keep the same software and systems as their business grows into multiple stores and retail channels. As they add customers and products to the system, flexible Microsoft SQL Server database technologies can store and manage virtually unlimited amounts of information.
  • Data generated at stores across the retail chain can be integrated with merchandising systems, warehouse systems, and other back-office enterprise systems or portals, including Microsoft Office SharePoint Server.
  • An extensive catalog of Microsoft Certified Partner add-on solutions—including e-commerce, mobility, business intelligence, merchandising, and others—further enhance the investment protection of a solution that can be tailored to suit demanding retail needs.

Protect your investment with rich support and maintenance offerings

Microsoft Dynamics RMS helps minimize information technology (IT) costs with support and maintenance options that help you maximize uptime and adapt to changing business requirements.

  • As your business changes and grows, your Microsoft Certified Partner can provide support and assistance with customizing, integrating, and scaling your Microsoft Dynamics RMS solution.
  • The Annual Maintenance Program is a bundled purchase for customers licensing Microsoft Dynamics RMS. The program includes free technical support calls, major feature releases, enhancements to training offerings, and rich online resources.
  • In addition to the Annual Maintenance Program purchased with each license sale, there are two additional levels of support available: free business-critical support to help meet emergency system needs and pay-as-you-go Flex Support offerings.

Microsoft Dynamics – Point of Sale:Designed specifically for independent, single-store retailers, Microsoft Dynamics – Point of Sale streamlines inventory management and reporting, automates transaction processing start-to-finish, and makes it easy to track customer information and maintain detailed customer histories. Point of Sale also includes Microsoft Office Accounting Professional 2007, delivering a true solutions suite that connects point of sale (POS) and financial management processes.

Get started fast with a solution that's easy to use

Minimize disruptions to your daily business operations.

  • Get up and running quickly with intuitive wizards for installation, store setup, data importing, purchase orders, inventory management, pricing updates, and more.
  • Count on fast, automated installation for a wide range of hardware devices and peripherals, including magnetic stripe readers, scanners, cash drawers, and receipt printers.
  • Quickly customize POS screens to meet your retail needs. Add custom buttons and images, display your store name and logo, and tailor screens with the graphics, fonts, and colors that work best for your business.
  • Learn POS procedures in minutes with a familiar user interface that looks and works like Microsoft Office system programs.
  • Simplify and speed training for new employees with online tutorials and the "practice mode" option.
  • Get fast answers to questions and help ensure your system runs smoothly with 30 days of unlimited free support.

Connect retail and accounting processes with an end-to-end solution

Manage both your front-office retail operations and back-office accounting with a true solution suite: Point of Sale now includes Office Accounting Professional 2007.

  • Count on easy installation and setup that ensures all your business information is connected, current, and accurate.
  • Gain a complete view of your business and make more informed decisions due to the detailed sales, inventory, and purchasing information that flows automatically across your retail and accounting solutions.
  • Save time and reduce manual data entry and errors with automatic information updates across both solutions.
  • Manage cash flow and profitability in Office Accounting Professional 2007 with sales and financial reports based on up-to-date information.
  • Expand your sales opportunities from the start: Office Accounting Professional 2007 supports PayPal payments, online invoicing, and eBay Marketplace selling.

Work easily with the Microsoft Office system and other solutions

Manage information efficiently across applications and formats.

  • Exchange information between Microsoft Office Word, Microsoft Office Excel, and Microsoft Office Outlook, including sales, purchase order, and vendor data.
  • Share reporting information with other programs, your accountants, and your suppliers in formats that include Microsoft Office Excel, text, HTML, XML, or e-mail.
  • Easily build a database that can grow with your business using Microsoft SQL Server 2005 Express Edition (included) or Microsoft SQL Server 2005 (available separately).
  • Exchange sales data and inventory receipts with Intuit QuickBooks.

Automate transaction processing start-to-finish

Speed checkout processes and help ensure accuracy at the POS.

  • Process transactions quickly with bar code scanning, custom POS buttons, and an easy-to-use cashier touch screen.
  • Give sales associates an easy and quick way to check prices, inventory availability, and stock location.
  • Quickly tailor screens to provide convenient shortcuts to the function keys or department keys that cashiers use most frequently. You can even personalize screen location for left-handed or right-handed cashiers.
  • Help ensure fast, worry-free card payment transactions: Point of Sale gives you the flexibility to maintain your existing banking relationships or select a new one from a wide range of supported banks.
  • Verify check payments real-time at POS with support from First Data, a leading merchant services provider.

Manage and track inventory efficiently

Replenish top-selling items efficiently and get rid of slow-moving items so you can merchandise more effectively.

  • View real-time inventory status such as quantity sold, on hand, on order, and more.
  • Track serial-numbered items.
  • Eliminate time-consuming, paper-based tracking and help reduce errors for records management.
  • Set reorder points and restocking levels to help eliminate out-of-stocks and overstocks.
  • Identify your best suppliers, negotiate the prices you want, and manage purchasing more efficiently with up-to-date vendor histories, detailed product information, and automated purchase orders.
  • Receive inventory shipments at the register or in the back office.
  • Track and pay bills for partial shipments with Microsoft Office Accounting or Intuit QuickBooks.
  • Easily import existing inventory information from files, Microsoft Office Accounting Professional 2007, or QuickBooks.
  • Create and print bar-code labels with a built-in designer.
  • Export reports and purchase orders to Microsoft Office Excel, text, HTML, XML, or e-mail messages.
  • Use multiple employee security levels to track and control access and minimize shrinkage.

Deliver professional, personalized service

Improve customer satisfaction, market more effectively, and expand your sales reach.

  • Reduce customer wait time at the register by processing transactions quickly using bar-code scanning, custom buttons, and touch screen-ready controls.
  • Provide customers with what they want through better insights into buying patterns, fast checkouts, and flexible payment options.
  • Utilize multiple pricing structures for markups and discounts.
  • Provide customer-specific pricing and special discounts for frequent shoppers with automatic pricing tools.
  • Process credit and debit cards faster without card payment terminals and high transaction fees.
  • Acquire new customers and build loyalty by offering gift cards through support from First Data.
  • Help ensure your store is "top of mind" for customers with custom receipts and bar-code labels displaying logos and promotional messages.
  • Expand your reach into online sales by connecting Point of Sale with your Web site.
  • Target customer preferences and create customer mailings based on buying preferences and purchase histories.
  • Remind cashiers about up-sells and cross-sells so they can mention them during transactions.

Analyze data with flexible reporting options

Make confident decisions based on accurate insight.

  • Create up-to-date snapshots of your business with the customizable My Store view, including at-a-glance displays of important reports.
  • Analyze current, detailed data with more than 30 interactive, real-time reports, including best-selling items; most productive employees; detailed sales history by cashier, department category, or supplier; and more.
  • Identify sales trends in every department or category.
  • Evaluate operations and financials, track results from sales and ad campaigns, and set and monitor business policies.

Maintain tight control over information and improve employee management

Help protect sensitive information, reduce shrinkage and fraud, and manage employees more effectively.

  • Easily assign role-based user views and control access to sensitive information, reducing the need for you to be on-site at all times.
  • Track returns efficiently and help reduce shrinkage, false returns, credit card fraud, and unauthorized discounts.
  • Track employee actions at the POS to help improve productivity.
Track employee hours using the integrated time clock, export information to your payroll system, and compare hours with sales patterns to better predict staffing needs.

 

 

 

 

 

 

 

 

 


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