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Microsoft DynamicsRetail Management System
Ayuda al crecimiento de las ventas al por menor con una solución integrada y flexible
Agenda
El mundo de las ventas al por menor
Microsoft en las pequeñas y medianas industria
Microsoft para Pequeños y Medianos Detallistas
Beneficios de Retail Management System
Vista General de Retail Management System
Características de Retail Management System
Microsoft en ventas al por menor Que Significa para usted?
Compromiso con los clientes
Lider en la industria
Producto Innovador
Microsoft en ventas al por menor Que Significa para usted?
Lider en la industria
Más de 65% de los punto de ventas corre en Windows
El ancho ecosistema de ventas al por menor y nuestros socios especializados
Más de 30.000 clientes por todo el mundo
La inversión de investigación y desarrollo tecnológico más alta en la industria
Los principales detallistas utilizan Microsoft
Microsoft en ventas al por menor Que Significa para usted?
Compromiso con los clientes
Lider en la industria
El apoyo sobresaliente al cliente
Un conjunto completo de material de entrenamiento paras cliente
Un imparable estudio de mercado dirigir a las necesidades del cliente
Socios informados y responsables
Microsoft en ventas al por menor Que Significa para usted?
Compromiso con los clientes
Lider en la industria
Producto Innovador
La inversión en desarrollo del productos a sido de un 300% desde 2002
Más de 50 ingenieros dedicados al desarrollo del software
Eficiente e inteligente procesador de largos volumen de transacciones
Amplia compatibilidad con hardware de punto de ventas y dispositivos
Completa solución para pequeños y medianos detallistas
Retail Management System
GP, Solomon,Axapta, Navision
Retail Management SystemHeadquartersMicrosoft Office
System
Software Construido para Detallistas
Aplicaciones de los
puntos de ventas
Aplicaciones del almacen
y su inventario
Pequeños Detallistas Medianos Detallistas
Insertar una vision general del producto (basado en el tamano del cliente)
Insertar una integracion con contabilidad si aplica
Beneficios de Microsoft Retail Management System
Operaciones en línea
Mejora los márgenes de Ventas
Construye clientes leales
Enfoque en el negocio, no la tecnología
Tener vida fuera de su negocio
Beneficios de Microsoft Retail Management System
Operaciones en línea
Automátizacion de reportes Vision del inventario y los suplidoresMejores-PreciosTransacciones mas rapidasAgregar y actualiza el inventario, trabajando fuera de linea Compartir reportes Coneccion de RMS con Microsoft Office, Dynamics GP, QuickBooks y mas…
Beneficios de Microsoft Retail Management System
Fácil de ajustar preciosIdentificar el retorno de la inversión de marketingElimina terminales de tarjeta de credito y extra cargosAumenta la productividad de los empleado Identifica los tipos de clientes
Mejora los márgenes de Ventas
Beneficios de Microsoft Retail Management System
Personaliza recibos y etiquetas de precioReduce el riesgo de quedarse sin inventarioUtiliza flexible estructuras de precios Identifica el mercadeo preciso para clientes preferencialesTransmite una imagen profesionalReimprima recibosProteje la información de las tarjetas de credito de los clientes
Construye clientes leales
Enfoque en el negocio, no la tecnología
Beneficios de Microsoft Retail Management System
RMS es fácil de instalar y usar Entrena empleados en minutosGane prestigio tomando mejores decisionesAsistencia en líneaManeje diferentes tipos de inventarioAgregue nuevos puntos de ventas o tiendas
Beneficios de Microsoft Retail Management System
Elimine la necesidad de siempre estar en el negocioMantenga la informacion del negocio seguraIdentifique el desempeño de los empleado, y del negocioIdentifique las perdidas de inventario y fraude
Tener vida fuera de su negocio
Insertar informacion de la vertical (Si aplica)
Insertar caso de estudio
Insertar demo y informacion tecnica
Siguiente paso
Empieza hoy mismo!
(Partner futuro plan de acciones )
Evalucion Gratis del software de RMS
Plan de implementacion y migracion a RMS
© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.
Pull slides from the following appendix to customize presentation
Control sobre precios, inventarios y compras de otras tiendasAnaliza la información de todas la compañíaCrea políticas de monitoreo y procedimientos para cada tienda
Facil proceso de transacciones Tiempo real, y reportes costumisados Control sobre inventario, precios, ventas, suplidores, compras y otras tiendas
Vista General de RMS
Oficina Principal/
Tienda pricipal
Su Negocio
Tiendas Individuales
Vista General de RMS
Control sobre precios, inventarios y compras de otras tiendasAnaliza la información de todas la compañíaCrea políticas de monitoreo y procedimientos para cada tienda
Facil proceso de transacciones Tiempo real, y reportes costumisados Control sobre inventario, precios, ventas, suplidores, compras y otras tiendas
Sede Principal
Tiendas individuales
RMS Tiendas RMS Sede Principal Microsoft Dynamics-GP
Integracion de RMS y GP
Recibos de invetarioTransacciones de ventas
Pagos de clientes
Gerente de Cartera
Conciliación bancaria
Procesamiento deOdenes de compras
Libro de contabilidad
generalPunto de venta
Clientes, Inventario, Suplidores, informacion
de ventas
Accounting Integration Options
Basica integraciones con sistemas contables Avansadas integraciones
DeMicrosoft
Dynanics SLDynamics NAVDynamics AX
Dynamics GPSmall Business Accounting
De otras Companias
Dynamics GP, SL, AX, NAV: Accounting Linker from GNSDynamics GP, SL, AX, NAV: Get Linked from Teknor
Dynamics GP: RMS ConnectPro from Professional AdvantageDynamics GP: EasyTrac WMS from ADC TechnologiesDynamics AX: Retail Chain Manager from Columbus ITDynamics NAV: POSLink from Elypsis Inc.Dynamics NAV: RMSync from Davidson-Richards
Detallistas de Ropa
El inventario matricial rastrea el tamaño, el color, el estilo y más
Los reportes muestran lo que mas se esta vendiendo y lo que no
Los reportes muestran los mejores precios de los proveedores
Constante revisión del inventario reduce el riesgo de no tener inventario
La historia de compras de clientes nos ayuda a nuestra estrategia de mercadeo
El inventario matricial identifica cajas, botella y mas
Los reportes ayudan a reduce el riesgo de quedarse sin inventario
La herramienta de proveedores manejan múltiples contactos
La seguridad de sistema rastrear Inventario, previene robos y fraudes
La herramienta de inventario permite que usted cree paquetes de regalo
La historia de compras de clientes nos ayuda a nuestra estrategia de mercadeo
Detallistas de licores
El inventario matricial nos ayuda a manejar todos los articulos
La herramienta de proveedores manejan múltiples contactos
Los reportes muestran artículos populares
Identificar a los clientes ayuda a entender sus necesidades
Detallistas de regalos
El inventario matricial rastrea el tamaño, el color, el estilo y más
La herramienta del inventario manejan las órdenes especiales y serializar los artículos
Los reportes muestran lo que mas se esta vendiendo y lo que no
Los reportes muestran los mejores precios de los proveedores
Constante revisión del inventario reduce el riesgo de no tener inventario
La historia de compras de clientes nos ayuda a nuestra estrategia de mercadeo
Detallistas de articulos deportivos
Casos de negociosVerticales
Cadenas de Ropa- Janie's Indian River Bazaar
Cerveza/Vino/ Licores - West Side Liquor
Implementaciones en grandes cadenas
Implementaciones en grandes tiendas
Grand Canyon Association
Articulos Deportivos - Cadence 120 Bicycle Works
Joyerias/Regalos– Kaufmann de Suisse
Kuhlman
The Moderne Ltd.
Integración con Dynamics GP
Avila
Eastern National
Localizado en Alabama
inventario total de bicicletas de 3.500 + artículos + órdenes especiales
La necesidad de apresurar las órdenes & los procesos de la tienda
Caso de Negocio-Cadence 120 Bicycle Works
Perfil del cliente
Comprar más rápido que ahorraron 4 horas una semana
Numero de series personalizados ayudaron a rastrear y define lo vendido
Manejos mas fácil de Los vendedores
Rápida y fácil corregir errores en ventas
Habilidad de exportar datos
Resultados
“Finalmente, podemos manejar cada artículo, garantía, y podemos corregir errores en los sistemas. Cada artículo tiene su propio SKU, y podemos rastrear artículos, entregas de recibir por el POS y la venta".Jon Jeffress, co-dueño, Cadence 120 Bicycle Works
La necesidad de rastrear el número de serie y recibos
Located in Florida
4,000+ high-fashion women's apparel, jewelry & accessory items
Needed to better manage special orders, notes, stock levels & reminders
Case Study – Janie's Indian River Bazaar
Customer Profile
Revenues up 25 percent
Receiving time cut 75 percent
Stock turns two to three times faster
All handwritten notes in one database
Reports used to target marketing
Unproductive vendors trimmed
More time for customers
Results
"Microsoft Retail Management System was the best business decision I could have made."
Janie Panasis, Owner, Janie's Indian River Bazaar
Family-owned business in Minnesota
Seven outlets offering wines, liquors, beers, and party supplies
Annual growth for over 25 years
Case Study – West Side Liquor
Customer Profile
74 hrs / month saved on keg registration
Quicker transactions
Greater flexibility in pricing and ordering
Reports show items to push or order
Inventory easily tracked and adjusted
Results
“Twenty-four months ago, we didn't even scan bar codes. Today, we're experiencing unprecedented growth with few administrative headaches."
Robert I. Feuling, Owner, Westside Liquor
Needed flexibility for individual stores with central control
Double-digit sales growth for lasttwo years
Family-owned business in Quebec, New York and Florida
Sell custom-designed high-end jewelry and watches
Needed to reduce duplicate work flows
Case Study – Kaufmann de Suisse
Customer Profile
Ambience is more conducive to buying
Less clerical work means more selling
Information is typed once for all needs
More control over inventory
Knowing sales trends guides decisions
Results
Needed to analyze sales dataand focus marketing
"If you don't embrace the future, you're clinging to the past. Your customers see all these advantages when they shop other stores. Wouldn't you want to offer them too?"
Moneca Kaufmann, General Manager, Kaufmann de Suisse/Montreal
11 thriving small-footprint airport stores and kiosks
Needed faster checkout lines
Needed to reduce paperwork and improve reporting
Case Study – Avila
Customer Profile
Card purchases approved in seconds
Buying budgets finished faster
Inventory reduced 35 percent
Chain-wide stock entered once
Receiving time cut & security improved
Real-time reports at headquarters
Results
Needed detailed sales info for airports
"Last year Microsoft RMS and Small Business Manager gave us our tightest agreement ever between book and physical inventory."
Kathleen Avila, Managing Member, Avila Retail
Case Study – Eastern National
227 not-for-profit stores throughout National Parks and historical sites such as Lincoln Memorial & Ford Theater
Sell books, memorabilia, glassware
Customer Profile
Largest stores using RMS account for 80% of $30 million in sales
Better sales & cash management reduce problems
Inventory-level reports aid purchasing decisions
Results
“Now we have more timely and accurate inventory and sales reports”
Hank Schmoyer, IT Manager, Eastern National
Needed more timely reports, better inventory control & replenishment
One of Ireland's largest clothing stores
In business 80+ years
Needed a flexible POS and retail management system
Case Study – The Moderne Ltd.
Customer Profile
Cash flow increased and stock reduced
Customer preferences tracked
Upsells suggested at checkout
Items quickly located
Inventories easily tracked and adjusted
Results
"When we saw how Store Operations connected and talked to everything, we got new ideas that went far beyond our initial plans. Things we thought only the big boys could do started looking possible. Now we've done them."
Ross O’Dowling, Owner, The Moderne Ltd.
Needed to reduce stockroom spaceStock and transaction data accessed remotelyWanted to do online sales
6 stores part of National Park Service
Sell 800,000 gift & souvenir itemswith 300,000+ transactionsand $20 million annual revenue
Needed clear data paths and audit trailsbetween stores and warehouse
Case Study – Grand Canyon Association
Customer Profile
Saved $40,000 in technology costs
Increased profits 52%
Expenses cut with tighter stock levelsFulfillment speed increased with automated orders
System flexibility meets needs
Integration with Great Plains provides complete business solution
Results
“The new system has helped us improve inventory management and reduced overall inventory levels while maintaining required stock levels at the stores. That change translates into cash in the bank, especially during slower winter periods."
Brad Wallis, Executive Director, Grand Canyon Association
Case Study - Kuhlman
Over 70 stores in 18 states
Sell modern clothing & accessories
Customer Profile
Executives make better decisions using real-time, customized reports
More cash realized from "charge-and-send" sales& global customer base
Complex reconciliations done in minutes
End-of-day closing takes "zero" time
Results
“I expect the Microsoft solution will pay for itself in the first year. Just the staff hours it saves will do that”
Scott Kuhlman, CEO, Kuhlman Co.
Needed to roll up inventory and financial information regionally and nationally
Point of Sale Overview
Customizing the POS Terminal
Sales Transactions
Modifying a Transaction
Store Operations Manager
Managing Inventory
Purchase Orders
Real Time Reports
Keep Track of Customers
Demo Slides
Point of Sale Overview
HTML status barDisplay a Web page with information, such as your store’s name & address or other info
Customer and shipping informationDisplay current customer & shipping info
Transaction paneUnlimited line item entry
Totals informationReal-time total, sub total, tax, & shipping charge information Function key buttons
Access all the features & functions of POS with these buttons or their keyboard equivalents
Custom POS buttonsDisplay customized shortcuts to POS commands, other programs, or Web sites
Customizing the POS Terminal
Status barHide or show the status bar
HTML status barHide or display a custom HTML page to display store info. or info. about program add-ins
Customer and shipping informationHide or show customer and shipping info.
DetailsHide or show a reference number & comment about the current transaction
Touch-screen keyboardDisplay an on-screen keyboard
Totals informationToggle the display of the totals info. & hide or show the shipping charge
Function key buttonsToggle the display of the function key buttons
Custom POS buttonsDisplay customized shortcuts to POS commands, other programs, or Web sites
Sales Transactions
Scan an item’s bar code(Or press F2 to quickly find an item in inventory)
1
Press F122
Place the cursor & press the + (plus) key to enter the sale amount, complete the transaction & automatically print a receipt
3
Modifying a Transaction
Apply a discount to the transaction or to individual line items
Display custom info. about the transaction, customer, or your store
Specify or change shipping info
Add a customer to the transaction or, after a customer has been added, view shipping info. or the customer’s purchase history
Change the quantity of the selected line item
Remove the selected line item from a transaction
Get help at any point in the transaction processQuickly find items or customers
Cancel the current transaction
Hold or recall a transaction
Access additional commands, other programs, or Web sites
Store Operations Manager
MenusMenus contain all the commands needed to use Manager
ToolbarThe toolbar provides quick access to frequently used commands
TaskpadQuick access to and visual organization of your store’s information & management tasksWork area
View multiple windows to easily manage your store’s information
Managing Inventory
Inventory WizardSpecify changes to multiple inventory items in a single step
Inventory detailsView and edit an extraordinary level of detail about each item in your inventory
Print labelsCreate and print product labels & price tags in a variety of preset and custom formats, including bar codes
Import WizardImport inventory items, customers, suppliers, or physical inventory counts, from text files
Items listView your entire inventory & its important details. You can sort the list by any column with one click
Organize inventoryOrganize your inventory in departments & categories
Purchase Orders
Receive shipmentsAutomatically update your inventory when you receive shipments
Quick access to purchase ordersOne click displays all your purchase orders
Create reports about purchase ordersUse Store Operations predefined purchase order report or create your own
Automatic restockingAutomatically calculate inventory replenishment for your purchase orders based on restock levels or quantities sold
Purchase order detailsView details of the purchase order selected in the purchase order list
Purchase order listView and sort all your purchase orders in one place. Easily edit them or create new ones
Create purchase ordersAutomatically create purchase orders & specify quantities & suppliers
Real Time Reports
Save custom reportsCreate reports that give you the info. you want, how you want it, and then save these report formats for future use
Rearrange report detailsView, sort, and rearrange the details of the report by clicking on column headings
Export, print, or e-mail reportsSend your reports to whoever you want, any way you want
Quickly change report formatQuickly rearrange and format the info. in the report with convenient toolbar buttons
Quickly access reportsOne click displays a comprehensive list of reports
Filter report informationUse Manager’s filtering controls to see just the info. you need
Keep Track of Customers
Set discounts for specific customersAssign specific discounts to individual customers
Quick access to customer accountsView and manage detailed information about your customer accounts
Preview customer detailsView details of the customer selected in the customer list
Customer listView and sort all your customers in one place. Easily edit their information
View a customer’s purchase historyQuickly and easily view a record of a customer’s visits and purchases
Create a customer reportUse Manager’s predefined customer report, or create your own
Create shipping addressesYou can keep several shipping addresses for each customer
Detailed Installation Slide
RMS Store Operations RMS: HQ
Operating System
Windows 2000, Windows XP or Windows Server 2003
Windows 2000, Windows XP or Windows Server 2003
PC Pentium III or greaterPentium IV Recommended
Pentium III or greaterPentium IV Recommended
RAM64MB Minimum128MB Recommended
128MB Minimum256MB Recommended
Hard Disk Space 50MB Available 60MB Available
CD ROM Drive Yes Yes
VGAPOS: 800x600 Manager: 1024x768 or higher
1024x768 or higher
Note: MSDE included on both products. SQL sold separately. SQL recommended for RMS: HQ installations.
System Requirements
Recommended