8825 Microsoft Dynamics Point of Sale 2.0
About this Course
This course convers how to install Point of Sale in a one-computer or a multiple-computer store, how to use the features in Manager View for back-office managerial tasks; customize Manager View; and use Manager View tools for printing labels, storing and organizing files, and pictures, training employees, and managing and maintaining the store database, etc.
Course Outline
Module 1: Getting Started in Point of Sale
Lessons
- What Is New in this Release
- Point of Sale Components
- Point of Sale and the Store
- Point of Sale and Real-life applications
- Before Installing Point of Sale
- Installing Point of Sale in a one-computer store
- Installing Point of Sale on additional computers in a store
- Where to Find More Information
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Understand the new and enhanced features in Point of Sale.
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Name the components of Point of Sale: Manager View and POS View.
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Understand how Point of Sale works in a one-computer and in a multiple-computer store; know the store database and practice database.
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List basic installation information about hardware and software requirements, product activation, selecting compatible POS hardware devices, accounting integration, and network security and firewalls.
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Install Point of Sale in a one-computer and a multiple-computer store.
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Find more information about installing and using Point of Sale.
Module 2: Using Manager View
Lessons
- Getting Started in Manager View
- Customizing Manager View
- Tools in Manager View
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Start Point of Sale and switch to Manager View.
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Use and customize Manager View.
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Open and work with lists and tasks in Task Centers.
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Choose and change the layout of capsule reports in My Store.
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Print item and address labels.
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Handle files, templates, and images in File Center.
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Set up and train employees in practice mode.
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Manage and maintain the store database with database tools.
Module 3: Setting Up the Store
Lessons
- Checklists for Setting Up the Store in Point of Sale
- Store Setup Wizard Overview
- Run the Store Setup Wizard
- Task Centers
- Store Options, Policies, and Procedures
- Employees
- Receipt Formats and Receipts
- Task Pads
- Line Display Messages
- Registers and Hardware
- Accounting Integration and Synchronization
- Currencies
- Payment Methods
- Sales Taxes
- Departments and Categories
- Suppliers
- Item Messages
- Item and Preset Discounts
- Items
- Customers
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Run the Store Setup Wizard and select store settings.
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Open and work with options, lists, and tasks in the Settings Center and Store Settings Center.
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Set and define store policies and procedures.
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Set store Options for point-of-sale, payment methods, sales taxes, serial numbers, customers, inventory, and store database backup.
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Create and set up employees and assign roles.
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Create task pads with colors, fonts, images, and then assign them to roles.
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Use Register Settings Center to access and work with register lists and tasks.
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Set up point-of-sale registers, devices, receipt formats, and line display messages.
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Integrate accounting software with Point of Sale and resolve synchronization errors.
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Define currencies; create payment methods; set up payment processing services.
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Create tax authorities and sales taxes.
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Create departments and categories.
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Import, create, and manage suppliers and supplier information.
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Create task pads and assign them to registers.
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Create item messages; create item and preset discounts.
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Import, create, and manage items and item information.
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Import, create, and manage customers and customer information.
Module 4: Managing Inventory
Lessons
- Working with Inventory in Manager View
- Departments and Categories
- Suppliers
- Items
- Prices and Costs
- Item Messages
- Discounts
- Inventory Wizard
- Import Wizard
- Purchase Orders
- Inventory Transfers
- Physical Inventory
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Use Inventory Center to access and work with inventory lists and tasks.
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Import, organize, order, track, and manage inventory.
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Set up and manage departments, categories, and suppliers.
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Create and import items.
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Manage prices, costs, profit margin, and price levels.
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Modify multiple items at one time with the Inventory Wizard.
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Create, track, receive, and manage purchase orders and inventory transfers.
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Create, count, print, import, and reconcile physical inventories.
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Generate and filter reports on Item Movement, purchase orders, inventory transfers, physical inventory counts, and more.
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Load pictures of items.
Module 5: Managing Employees
Lessons
- Working with Employee Information in Manager View
- Creating and Managing Employees
- Assigning Employee Roles and Rights
- Working with Time Clock Entries
- Customizing POS View for Each Employee
- Controlling Cashier Workflow
- Training Employees in Practice Mode
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Use Employee Center to access and work with employee lists and tasks.
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Create and manage employees.
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Generate reports of cashier logs, register activity, and time clock entries.
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Assign employee security roles and rights.
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Track employee hours, and work with time clock entries.
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Customize POS View for each employee.
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Control cashier workflow using register functions keys, touchless transactions, task pads, item messages, and controlling the way specific items are sold.
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Train employees in practice mode.
Module 6: Managing Customers
Lessons
- Working with Customers in Manager View
- Creating Customers
- Importing Customers
- Managing Customers
- Contacting and Shipping To Customers
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Use Customer Center to access and work with customers and tasks.
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Generate reports of customer purchase activity.
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Create new customers.
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Generate automatic customer numbers.
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Import customers from another source.
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Assign a price level or discount to a customer.
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View a customer’s purchase history.
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Create and use custom fields for additional customer information.
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Mark a customer as tax exempt.
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Send an e-mail to a customer.
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Load a picture of a customer.
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Print customer address labels for promotional mailings.
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Manage customer contact and shipping address information.
Module 7: Working with Reports and Transactions
Lessons
- Working with Reports
- Using Display Options
- Using Report Filters
- Creating Custom Reports
- Working with Capsule Reports
- Generating X, Z, and ZZ Reports
- Working with Batches and Transactions
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Generate a report and use the report window.
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Refresh data in a report.
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Use display options to change columns; show or hide the report header, filter settings, or current filter; group report information.
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Filter report data: set up simple or advanced filters; filter for a specific date or date range; restore default filters.
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Create, save, and generate custom reports.
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Set up and change capsule reports and layouts in My Store.
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Launch the full version of a capsule report.
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Generate X, Z, and ZZ reports at the registers.
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Use Transactions Center to access and work with batch and transaction lists and tasks.
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View batch lists, batch properties, and payment information.
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Turn on receipt journaling and open a journaled receipt in the Receipt Viewer.
Module 8: Using POS View
Lessons
- Getting Started in POS View
- Customizing POS View
- Changing Register Properties
- Working with Registers
- Tools in POS View
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Start Point of Sale, log on, and exit Point of Sale in POS View.
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Switch from POS View to Manager View.
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Switch from Manager View to POS View.
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Use all parts of POS View with a keyboard, mouse, or touch screen.
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Change the database connection settings.
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Change display settings.
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Customize POS View for specific employees.
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Create a custom pane in POS View.
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Add, remove, and test POS hardware devices.
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Clock in or out.
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Switch to a different user.
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Change a password.
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Specify opening and closing amounts.
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Open the cash drawer.
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Make a cash drop or a cash payout.
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Use Tools menu options for the calculator, currency calculator, time clock, graphs, Find, system settings, and practice mode.
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Print X, Z, and ZZ reports.
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Use the Windows calculator or the currency calculator.
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Create a sales graph.
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Reprint a receipt; print a gift receipt.
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Perform basic or advanced searches for items, customers, receipts, and transactions.
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Enter or exit practice mode.
Module 9: Processing Transactions
Lessons
- Processing Sales Transactions
- Accepting Payments
- Processing Advanced Transactions
- Working with Discounts
- Receiving Inventory
- Working with Item Information
- Working with Customer Information
- Working with Receipts and Transactions
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Process a sales transaction.
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Add items to a transaction by scanning an item number or description; change the quantity; remove an item from a transaction.
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Accept cash, check, credit card, debit card, gift card, traveler’s check, money order, and multiple payment methods.
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Issue or add value to a gift card.
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Add or remove line item or transaction information.
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Place a transaction on hold and recall a transaction.
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Cancel a transaction in progress; void a previous transaction.
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Apply or remove (clear) tax from line items or transaction.
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Process returns and exchanges with or without receipts; issue a gift card instead of giving a refund.
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Check a price during a transaction.
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Substitute an item in a transaction.
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View a customer’s purchase history.
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Add or remove a customer in a transaction.
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Create a new customer at the register.
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Add an item to inventory and create a new department and category.