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

Version 2.5 - February 2010

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.

Hero Points 3.1 for Dynamics RMS - (released 01/01/10, last update 01/11/10)

A brand-new software, based on the most popular Hero Points concept. Now with many new exciting features:

• "Fixed" or "Variable" points collection schedule
  • Assign different number of points to different items, department and categories
  • Assign effective date ranges
• Bonus points for purchasing of specific items or from specified departments or categories
• Welcome points for new customers
• Exemption for specific items, departments and categories with effective date ranges
• Exemption for specific transaction and item types
• Exemption for specific customers and customer types
• Collection and redemption details on the receipt
• Flexible and customizable redemption schedule
• Now works with layaways, work orders and back orders
• Easy manual points adjustment
• Full Hero Points history reporting
• RMS Headquarters support (new in v. 3.1)
• Designed for Windows Vista and Windows 7, compatible with Windows XP
• Migration path from Hero Points 1.x and 2.x
• Compatible with Windows 7 and Vista 64bit (new in v. 3.1)
• Point accelerators: customer, day-time-of-week schedule, promo and spend level (new in v. 3.1)

Download the trial now!

For purchase information contact

sales@RetailHero.com or 1.888.785.4376

Warning! As of October 15, 2009 Hero Points 2.x has been discontinued. Please download Hero Points 3.0 instead

Retail Hero's Hero Points (aka Customer Loyalty Reward Points)  2.2.7 (updated January 02, 2008) for Microsoft Dynamics RMS is designed to implement a retail industry's requirement to collect points according to dollar value they spend at the store and give predefined customer discount based on the number of collected loyalty points (redeem points).

The functionality is similar to popular mass Customer Loyalty Programs such as Air Miles, Petro-Points etc. The store owner has capability to define a flexible redeeming schedule (i.e. $25 discount for 600 points, $50 discount for 1,000 points etc.) and let only trusted store employees or managers redeem the points. The system detects when the customer reaches a number of points that is redeemable and automatically prompts the cashier to reward the customer by applying a discount accorind to the number of points collected correspoding to the Discount Schedule.

• Create your own point redeeming schedule
• Customer information and redeeming schedule is always in front of the cashier’s eyes
• No additional data structures in RMS—information about points is held in the customer’s profile!
• Available for reporting: customer lists with total points collected, history of points redeeming, discounts given, etc.
• Password-protected “Apply Reward” screen
• Compatible with other Retail Hero’s RMS Add-ins
• Contains “Retail Hero Remote Support” button
• Easy to install and use
• Consolidates all data in Headquarters for multi-store chains (next release)

More information and visual demo at  http://www.retailhero.com/dynamics_rms_loyalty_points.aspx

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