Microsoft Dynamics RMS Headquarters – Head Office Software

Microsoft Dynamics RMS Headquarters enables multi-store businesses or chains to roll up and manage data for all stores from the head office.


Features at a Glance
Inventory Control and TrackingEmployee Management
Purchase OrdersReporting
Pricing, Sales and PromotionsSecurity Features
Sales TrackingSetting up New Stores
Customer Management and Marketing


Inventory control and tracking
Track detailed information on quantity in stock, reorder points, and restock levels for each item at each store.
Invoke automatic inventory replenishment at the home office, and for any set of stores.
Set up a master inventory database and download it to any group of stores. Information on item types, departments, categories, suppliers, substitutes, aliases, parent relationships, and more can be replicated to stores for consistent stock identification.
Program sales tax individually by store per local regulations.
Promote inventory balancing by managing stock transfers among stores. An inventory transfer log tracks stock movement.
Designate selected stores as warehouses where inventory can be received and redistributed.
Perform inter-store quantity checks so you can determine the inventory levels at all stores. Whenever stores upload their information, the quantities in Headquarters are automatically updated.
Upload item costs when cost information changes at the store level, ensuring accurate, chain-wide item cost reports based on weighted average.

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Purchase orders

Identify purchasing needs, record all purchases, and print POs for all your stores.

Generate POs for selected items by quantity sold during a certain period of time to quickly replenish the items that have been sold during that span.
Generate POs for selected items when they fall below reorder points. Use the Min/Max inventory capabilities to easily create an order that brings your stock to an optimal level for your business.
Perform inter-store inventory transfers from the warehouse store.
Send the POs to each store for individual receiving, or send a combined PO to one location (such as a warehouse) for central receiving and later disbursement.

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Pricing, sales, and promotions
Put selected items on sale at specific stores or across the chain of stores.
Set up special pricing for items, categories, or departments—including fixed discounts and percentage discounts—and then broadcast as desired.
Program price changes to take effect immediately or during a specified time period.

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Sales tracking
Maintain detailed information on invoice number; items sold; as-sold prices; tax collected; customer, cashier, and sales rep identities (IDs); and applicable serial number or matrix information.
Easily generate detailed sales and profit analysis, sales commissions, and tax reports.
Track special transactions from each store, including work orders, back orders, layaways, and quotes.
Compile a comprehensive data collection, which supports data warehousing and online analytical processing (OLAP).

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Customer management and marketing
Track demographics, preferences, purchase or problem history, account balance, and credit information.
Keep chain-wide buying habits, shopping frequency, and purchase amounts readily available at the head office.
Use Microsoft Dynamics RMS Headquarters customer data to create database marketing and relationship selling to targeted customers.
Keep detailed accounts receivable data for each customer; with centralized data collection, you can allow your customers to make on-account purchases and payments at any store in the chain of stores.
Send consolidated monthly statements to your on-account customers that include transactions and payments from across your chain of stores.

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Employee management
Upload attendance records for computing hours and labor costs at the head office.
Centrally compute sales commissions based upon sales transactions and commission structures found in associates’ profiles.
Gain insight into employee performance by reviewing detailed and summary sales reports that can be grouped by cashier or sales representative.

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Reporting
Generate consolidated reports to show sales breakdowns, identify slow-moving items, and check sales for any day—by store location, item, department, category, customer, or taxes.
Reports can be previewed on screen, printed, or exported to Office Excel, Office Word, and other applications and formats supported by the Microsoft Windows operating system.
Customize each report by hiding or displaying additional information, changing the group levels, and sorting data the way you want. Then, “memorize” the report so your changes will remain the next time you’d like to view the report.

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Advanced security features

Built-in security features restrict employee access and protect sensitive information to keep your business data secure.

Take advantage of custom security levels that protect screens and fields and report writing—every sensitive corner of your system and confidential data.
As an extra level of security, grant or deny user access to Maintenance Mode, a special operating function that must be enabled for a user to change, edit, or delete data stored in Microsoft Dynamics RMS Headquarters.

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Setting up new stores

Once one store has been created and configured for a Microsoft Dynamics RMS Store Operations database, Microsoft Dynamics RMS Headquarters enables you to roll a new store database to other locations with minimal setup and configuration.

Easily create a Microsoft Dynamics RMS Store Operations database for a new store by exporting data from an existing store and the Microsoft Dynamics RMS Headquarters database.
Set up the new store using the exported Microsoft Dynamics RMS Store Operations database, which will contain everything your store needs to be operational, including items, customers, tenders, and more.
As you add stores, customers, and products to the system, flexible Microsoft SQL Server database technologies enable you to manage and store virtually unlimited amounts of information.

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Integration

Help eliminate duplicate data entry, connect business information and processes, and protect your existing software and hardware investments.

Connect seamlessly with Microsoft Office system programs such as Office Excel and Office Word for data analysis and communications.
Connect retail and financial management for a multi-store network with Microsoft Dynamics GP integration.
Data generated at any store can be integrated with merchandising systems, warehouse systems, and other back-office enterprise systems or portals, including Microsoft Office SharePoint Server.

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