Course 8834A:

Microsoft Dynamics Retail Management System 2.0 Headquarters

Length:2 Days
Published:February 15, 2007
Language(s):English
Audience(s):Information Workers
Level:200
Technology:Microsoft Dynamics Retail Management System Headquarters 2.0
Type:Course
Delivery Method:Instructor-led (classroom)
About this Course
The Microsoft Dynamics Retail Management System Headquarters prepares students to assist their customers with the installation, setup, configuration, and implementation of Headquarters. The course focuses on explaining that when Headquarters is installed on a computer at a head office, it ties all the data from all stores together, acting as an integrated, business-wide point-of-sale and retail management solution for growing mid-sized retail chains. Students learn that Headquarters enables users to set policies and procedures for each store to follow and enforces those rules for the entire retail enterprise. Upon completion of the course, students should have a good basic understanding of Headquarters functionality and capabilities.
Audience Profile
Headquarters training is recommended for Microsoft Certified Partners planning to sell, implement, configure, consult, and/or support Retail Management System Headquarters. The course is targeted toward resellers who wish to assist their customers with the installation, administration, implementation, and maintenance of the Retail Management System Headquarters application. Partners who participate in this course are those who wish to gain a practical working knowledge of the application's functionality and capabilities.
At Course Completion
After completing this course, students will be able to:
  • Determine how Retail Management System Headquarters can meet customers' retail needs
  • Assist customers in meeting Headquarters installation requirements
  • Install Retail Management System Headquarters and the Software Copy Protection Device (Dongle)
  • Use Headquarters in Evaluation Mode
  • Create, configure, and maintain a store database in Headquarters Administrator
  • Define stores in HQ Manager
  • Export Store Operations databases
  • Set up a store database at each store
  • Configure HQ Server
  • Configure HQ Client at each store
  • Synchronize the stores
  • Create and run Worksheet Style 401: Request Data Upload
  • Connect to Headquarters and process worksheets
  • Perform a Physical Inventory
  • Reconcile the Headquarters Inventory
  • Migrate from QuickSell 2000 to Headquarters
  • Use Add-Ins in Headquarters
  • Issue Queries
Course OutlineModule 1: System Information
The purpose of this chapter is to give students a general overview of the Retail Management System Headquarters application. The functionality and capabilities of the Headquarters components are introduced, along with an explanation of the minimum and recommended system requirements, including the Software Copy Protection Device (Dongle). Following the discussion for this chapter, an exercise demonstrates how to install the software.
Lessons
  • Introduction
  • Features
  • Headquarters Components
  • Installation Requirements
  • Product Activation
After completing this chapter, students will be able to:
  • Briefly describe the components of Headquarters
  • Understand minimum and recommended system requirements for stores and head offices
  • Understand how Headquarters is affected by running in Evaluation Mode
  • Install Headquarters application software
  • Install a Dongle
Module 2: Setup and Deployment
This chapter focuses on the setup and store deployment of Headquarters. Students gain a basic understanding of the terminology used in Headquarters, building the HQ Database, configuring the HQ Server and HQ Client, and upgrading the HQ Database. Exercises at the end of this chapter demonstrate how to import an existing Store Operations database into Headquarters and connect the stores using HQ Client.
Lessons
  • Introduction
  • Headquarters Terminology
  • Headquarters Administrator Overview
  • Building the Headquarters Database
  • Hands On: Deploying a New Store
  • Headquarters Server Configuration
  • Headquarters Client Configuration
  • Troubleshooting Store Connection Errors
  • Upgrading the Headquarters Database
After completing this chapter, students will be able to:
  • Understand the basic terminology of Headquarters
  • Create and import the database
  • Configure Headquarters in Administrator
  • Deploy existing stores
  • Deploy new stores
  • Configure the Headquarters Server
  • Configure the Headquarters Client
  • Upgrade the Headquarters database
Module 3: Headquarters Manager
This chapter focuses on Manager navigation, configuration, and security. There is also a discussion about Centrally Maintained Data, Locally Originated Data, and Store Specific Data, in addition to an explanation of the Headquarters Wizards.
Lessons
  • Headquarters Manager Overview
  • Headquarters Manager Navigation
  • Headquarters Manager Configuration
  • Headquarters Manager Security
  • Working With Headquarters' Centrally Maintained Data
  • Viewing Locally Originated Data
  • Headquarters Wizards
After completing this chapter, students will be able to:
  • Navigate through Manager
  • Understand the difference between Centrally Maintained Data, Locally Originated Data, and Store Specific Data
  • Use the Inventory, New Item, and Worksheet Wizard
  • Set up Headquarters users
Module 4: Headquarters Worksheets
This chapter discusses how Headquarters Worksheets are used to initiate and control data exchanges between the head office and remote stores. Worksheet Styles and management is discussed, followed by exercises to demonstrate the features and functionalities of Worksheets.
Lessons
  • Worksheets Basics
  • Worksheets Styles
  • Managing Worksheets
After completing this chapter, students will be able to:
  • Understand the basics of Worksheets
  • Understand the different Worksheet series
  • Create new items and send the data to stores and the head office
  • Change item descriptions and send the data to stores and the head office
  • Change supplier information and send the data to stores and the head office
  • Create a new item in a new department and send the data to stores and the head office
  • Put items on sale and send the data to stores and the head office
  • Create a new tender type and send the data to stores and the head office
  • Create a new cashier and send the data to stores and the head office
  • Manage Worksheets
Module 5: Additional Headquarters Features
This chapter discusses additional Headquarters features dealing with Global and Local Customers, Purchase Orders, Inter-Store Inventory Transfers, Store Quantity Checks, Viewing Store Journals, Reports, and Interfacing to Accounting.
Lessons
  • Working with Customers
  • Store Quantity Checks
  • Viewing Store Journals
  • Headquarters Manager Reports
  • Interfacing to Accounting
Lab : Headquarters Installation
  • Install Headquarters software
Lab : Import into Headquarters
  • Import an Existing Store Operations Database into Headquarters
Lab : Worksheets
  • Create a New Item
  • Change Existing Item Description
  • Change Existing Supplier Information
  • Create New Item in a New Department
  • Put Item on Sale
  • Create a New Tender Type
  • Create a New Cashier
After completing this chapter, students will be able to:
  • Understand the differences between local and global customers
  • Understand Purchase Order Planner in Headquarters
  • Perform an inter-store inventory transfer
  • Check item quantities at other stores
  • View store Journals
  • Generate Reports
Before attending this course, students must have:
  • Completed the Microsoft Business Solutions Retail Management System Store Operations Course.
  • Some working knowledge of Microsoft Windows 2000 or Windows XP.
  • Basic understanding of Microsoft SQL Server
  • Basic understanding of daily retail operations.
  • Basic understanding of retail software applications and database storage techniques.
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