TOP Import (Transfer Order - Purchase Order Import) for Dynamics RMS

Version 2.1.2 - March 2009

The “Physical Count” functionality in RMS allows importing data file from a data collector (a standard text file: comma- or tab- delimited). However, a similar functionality is missing from RMS when it comes to TOs (RMS Transfer Orders) or POs (RMS Purchase Orders). But in some cases such functionality is required.

For example if one of the RMS Stores in a chain is used as a warehouse, a Transfer Order from the warehouse to a store may need to be populated from a data collector. Also, the Purchase Orders sometimes are not created prior to receiving but ordering is done manually and the Purchase Order is created “on fly” while receiving shipment from the supplier.

The Retail Hero’s Order Import utility helps to resolve these issues.

Features:

Retail Hero’s Order Import Utility has the following features:

• Operates as a standalone application or may be configured to run from the Tools menu in RMS SO Manager
• Lists all orders currently available in RMS: Purchase Orders and Transfer Orders with types and statuses
• Imports into RMS a data collector file (comma- delimited) which contains two columns per line item lookup codes (SKUs) and quantity.
• Adds items from the data collector file to the RMS Purchase Order or RMS Transfer Order if they do not exist in the order's content 
• Adjusts the item quantities in the order according to the data collector's file
• Verifies each imported item against the item’s supplier in RMS database (how it is setup in RMS) and alerts the operator if no match is found, If the SKU being imported is not found in RMS, allows the operator to create the item "on the fly".

Future enhancement will include the following functionality:

• Converting Purchase Orders into Transfer Orders and vice versa 
• Generating Purchase Orders and Transfer Orders based or restock/reorder levels
• Consolidating multiple Purhcase Orders and Transfer Orders at the warehouse

Contact Retail Hero for demo or purchase.

Retail Hero’s Catalog View 2.6 (refresh released March 2009) is a customized add-on designed for the retailer’s ease of processing customers at the point of sale.

Ship-T for Dynamics RMS v. 1.1 (Release Nov 2008) addresses the issues of a specific sales tax legislation (Destination-Based Sales Tax) in some states. The legislation requires that if a purchased item is shipped from the store by mail, the destination tax needs to be charged. However, when the same customer walks in the store and purchases the item in person, the store's local tax applies. Dynamics RMS provides no such flexibility as it allows to set default taxes on per-customer basis or treat everyone as a walk-away customer - without consideration of whether shipping is included or not.

Ship-T for Dynamics RMS overcomes this annoying issue. First, it imports the file off the Government web site which contains all destination-based taxes, and automatically creates or updates corresponding sales and item taxes. This process may be repeated every time the taxes change.

Read more about the program at: http://www.retailhero.com/destination_tax_dynamics_rms.aspx

What's new in version 1.1:

1. Added a delivery service exemption so one service may be selected exempt from changing the taxes (i.e. Local delivery)

2. In  addition to the customer's CustomFields, added matching location code by Zip and State fields

Happy Checks for Dynamics RMS (August 2008 Release) implements one of the newest trends in retail customer loyalty whichy is "personified" coupons disguised as money checks, redeemable at the store location for a discount.

The advantage of such a program that with help of the constant first class mail communication and tangible incentives with expiration dates, the retailer now entices the customer to come to the store more often.

With Happy Checks, the customer collects points according to a flexible schedule which the retailer defines (i.e, there's a possibility of different number of points for different product categories, with various types of exceptions). The retailer also defines redemption thresholds, i.e. the minimum number of points the customer must have to receive a check, and also the check's nominal value.

Once per week or so, the retailer performs the "check run" in which all eligible collected points are converted into the "Happy Checks" (i.e. coupons) printed on a pre-printed forms, which in their turn are put into window envelopes and mailed to the customers. As the checks have a "Valid Through" date, that fact entices the customer to come to the store and redeem the "Happy Check" before it expires.  

When the customer shows up at the store, he or she brings along the checks they received in mail (say, 3 checks $5 each). At the till, these checks are simply scanned by a barcode scanner and entered as a dollar-value discount into the transaction (in our case, $15 off).

Of course, the system records all issued and redeemed checks and will not allow using an unissued number or scanning one check twice.

Before installting the program please read the User Guide, as additional components may be required on your computer prior to installing Happy Checks.

System Solutions offers the most comprehensive signature capture add on for Microsoft Retail Management System version 2.0. System Solutions’ Signature and Report Print Service works with Works with any RMS compatible signature capture device and Microsoft RMS to capture, print, store, and recall every signature for every purchase made on a customer account. Signatures are stored in the RMS database and signed receipts are reprinted automatically at statement time as supporting information for each statement sent to the customer. Signatures will print on the receipt paper at the time of tender and can be viewed and printed from the Journal Viewer. When the monthly statement is printed, a including all the receipts with signatures for each transaction. All signatures and receipts are stored in the RMS database and a account statement can be recalled for any date range. System Solutions Signature and Report Print Service provides the accountability and security that customers demand