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Microsoft Dynamics Retail Management System Ayuda al crecimiento de las ventas al por menor con una solución integrada y flexible

RMSBDMPresentation Spanish[1]

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Page 1: RMSBDMPresentation Spanish[1]

Microsoft DynamicsRetail Management System

Ayuda al crecimiento de las ventas al por menor con una solución integrada y flexible

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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

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Microsoft en ventas al por menor Que Significa para usted?

Compromiso con los clientes

Lider en la industria

Producto Innovador

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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

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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

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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

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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

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Insertar una vision general del producto (basado en el tamano del cliente)

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Insertar una integracion con contabilidad si aplica

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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

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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…

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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

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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

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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

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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

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Insertar informacion de la vertical (Si aplica)

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Insertar caso de estudio

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Insertar demo y informacion tecnica

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Siguiente paso

Empieza hoy mismo!

(Partner futuro plan de acciones )

Evalucion Gratis del software de RMS

Plan de implementacion y migracion a RMS

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© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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Pull slides from the following appendix to customize presentation

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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

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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

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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

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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

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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

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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

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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

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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

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Mas de 30,000 clientes

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Point of Sale Overview

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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

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Customizing the POS Terminal

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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

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Sales Transactions

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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

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Modifying a Transaction

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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

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Store Operations Manager

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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

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Managing Inventory

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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

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Purchase Orders

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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

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Real Time Reports

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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

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Keep Track of Customers

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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

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Detailed Installation Slide

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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