microsoft retail management system microsoft retail management system success depends on more than...
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MicrosoftMicrosoftRetail Management SystemRetail Management System
Success depends on more than store locationSuccess depends on more than store location
AgendaAgenda
Retail Owner’s WorldRetail Owner’s World
Microsoft in Small & Medium RetailMicrosoft in Small & Medium Retail
Microsoft’s Suite for Small & Medium RetailersMicrosoft’s Suite for Small & Medium Retailers
Retail Management System Key BenefitsRetail Management System Key Benefits
Retail Management System OverviewRetail Management System Overview
Retail Management System Feature HighlightsRetail Management System Feature Highlights
Can You Relate?Can You Relate?Solving Your Pain: Our VisionSolving Your Pain: Our Vision
Pressure to changePressure to change
Need to get on topNeed to get on topof business informationof business information
Need to improveNeed to improvecustomer servicecustomer service
Need more productivityNeed more productivityfrom my employeesfrom my employees
Need more controlNeed more control
Anxiety over changingAnxiety over changing
Low costLow cost
No worry, hasslesNo worry, hassles
Doesn’t require in-houseDoesn’t require in-houseexperts to use & get valueexperts to use & get value
Less time away fromLess time away frommy businessmy business
SolutionSolution Total Cost of OwnershipTotal Cost of Ownership
EcosystemEcosystem
Software suite built for the Software suite built for the retailer designed to fully automate retailer designed to fully automate their business across all channels their business across all channels of commerce…of commerce…
……with a low TCO that provides with a low TCO that provides quick return on investment (ROI).quick return on investment (ROI).
……delivered with partners to create a full solution for the customer…delivered with partners to create a full solution for the customer…
About Our CompanyAbout Our Company
ASSURED COMPUTING ASSURED COMPUTING TECHNOLOGIESTECHNOLOGIES
Over 1,000 Customers coast to coast and Over 1,000 Customers coast to coast and beyond.beyond.
Over 10 Years in POS systems Over 10 Years in POS systems
Microsoft Certified PartnerMicrosoft Certified Partner
Microsoft in RetailMicrosoft in RetailWhat it means to youWhat it means to you
Customer CommitmentCustomer Commitment
Industry LeadershipIndustry Leadership
Product InnovationProduct Innovation
Microsoft in RetailMicrosoft in RetailWhat it means to youWhat it means to you
Industry LeadershipIndustry Leadership
Over 65% of POS lanes run on WindowsOver 65% of POS lanes run on Windows
Broad ecosystem of local, specialized retail partners Broad ecosystem of local, specialized retail partners
Over 30,000 SMB customers worldwideOver 30,000 SMB customers worldwide
Microsoft R&D investment is highest in industryMicrosoft R&D investment is highest in industry
Top retailers use MicrosoftTop retailers use Microsoft
Microsoft in RetailMicrosoft in RetailWhat it means to youWhat it means to you
Customer CommitmentCustomer Commitment
Industry LeadershipIndustry Leadership
Outstanding customer support available 24/6Outstanding customer support available 24/6
A complete set of in-depth customer training toolsA complete set of in-depth customer training tools
Ongoing market research to address customer needsOngoing market research to address customer needs
Knowledgeable and responsive partners Knowledgeable and responsive partners
Microsoft in RetailMicrosoft in RetailWhat it means to youWhat it means to you
Customer CommitmentCustomer Commitment
Industry LeadershipIndustry Leadership
Product InnovationProduct Innovation
Product development investment up 300% since 2002Product development investment up 300% since 2002
Over 50 dedicated software engineersOver 50 dedicated software engineers
Intelligent workflows for efficient transaction processingIntelligent workflows for efficient transaction processing
Wide compatibility with POS hardware and devicesWide compatibility with POS hardware and devices
Complete solution suite for small and medium retailersComplete solution suite for small and medium retailers
Retail Management SystemStore Operations
GP, Solomon,Axapta, Navision
Retail Management SystemHeadquartersMicrosoft Office
System
A Software Suite Built for RetailersA Software Suite Built for Retailers
Store Front Store Front ApplicationsApplications
Back of Back of StoreStore
ApplicationsApplications
Small RetailerSmall Retailer Mid-size RetailerMid-size Retailer
Microsoft Retail Management SystemMicrosoft Retail Management SystemKey BenefitsKey Benefits
Streamline operationsStreamline operations
Improve profit marginsImprove profit margins
Build customer loyaltyBuild customer loyalty
Manage business, not technologyManage business, not technology
Have a life outside your businessHave a life outside your business
Microsoft Retail Management SystemMicrosoft Retail Management SystemKey BenefitsKey Benefits
Streamline operationsStreamline operations
Automatically generate POs Automatically generate POs
View inventory status & best-price suppliers View inventory status & best-price suppliers
Speed checkoutsSpeed checkouts
Receive shipments & update inventory Receive shipments & update inventory
Track inventory offlineTrack inventory offline
Share reports Share reports
Connect POS data with Microsoft Office, Connect POS data with Microsoft Office, Dynamics GP, QuickBooks & moreDynamics GP, QuickBooks & more
Microsoft Retail Management SystemMicrosoft Retail Management SystemKey BenefitsKey Benefits
Easily adjust pricingEasily adjust pricing
Identify best selling itemsIdentify best selling items
Track ROI from marketingTrack ROI from marketing
Eliminate card payment terminals & feesEliminate card payment terminals & fees
Increase employee productivity Increase employee productivity
Up-sell & cross-sell your customersUp-sell & cross-sell your customers
Improve profit marginsImprove profit margins
Microsoft Retail Management SystemMicrosoft Retail Management SystemKey BenefitsKey Benefits
Customize receipts & price labelsCustomize receipts & price labels
Reduce out of stocksReduce out of stocks
Accept multiple tendersAccept multiple tenders
Use flexible pricing structures Use flexible pricing structures
Tailor marketing to customer preferences Tailor marketing to customer preferences
Convey a professional imageConvey a professional image
Reprint receiptsReprint receipts
Protect customers’ card informationProtect customers’ card information
Build customer loyaltyBuild customer loyalty
Manage business, not technologyManage business, not technology
Microsoft Retail Management SystemMicrosoft Retail Management SystemKey BenefitsKey Benefits
Easily install & use RMSEasily install & use RMS
Train employees in minutes Train employees in minutes
Gain insight & make decisionsGain insight & make decisions
Access online helpAccess online help
Tailor POS screens Tailor POS screens
Manage different inventory typesManage different inventory types
Add new lanes or storesAdd new lanes or stores
Utilize existing PC & software investmentsUtilize existing PC & software investments
Microsoft Retail Management SystemMicrosoft Retail Management SystemKey BenefitsKey Benefits
Eliminate the need to always be onsite Eliminate the need to always be onsite
Keep business data secureKeep business data secure
Track employee performance & attendance Track employee performance & attendance
Identify theft or shrinkage Identify theft or shrinkage
Have a life outside your businessHave a life outside your business
Next StepsNext Steps
Get Started Today!Get Started Today!
(Insert Partner Call to Action)(Insert Partner Call to Action)
Get a free evaluation of RMS softwareGet a free evaluation of RMS software
Plan implementation and deploymentPlan implementation and deployment
© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.
Control pricing, purchasing Control pricing, purchasing & inventory across stores& inventory across storesView & analyze data company View & analyze data company widewideSet and monitor policies and Set and monitor policies and procedures for every storeprocedures for every store
Process customer transactions Process customer transactions Run real-time, customizable Run real-time, customizable reportsreportsManage inventory, customers, Manage inventory, customers, pricing, vendors, purchasing & pricing, vendors, purchasing & more in storesmore in stores
Product OverviewProduct Overview
Head Office /Lead Store
Your Business
Individual Individual storesstores
Product OverviewProduct Overview
Control pricing, purchasing Control pricing, purchasing & inventory across stores& inventory across stores
View & analyze data company View & analyze data company widewide
Set and monitor policies and Set and monitor policies and procedures for every storeprocedures for every store
Process customer transactions Process customer transactions
Run real-time, customizable Run real-time, customizable reportsreports
Manage inventory, customers, Manage inventory, customers, pricing, vendors, purchasing & pricing, vendors, purchasing & more in storesmore in stores
HeadquartersHeadquarters
Individual Individual StoresStores
RMS Store OperationsRMS Store Operations RMS HeadquartersRMS Headquarters Microsoft Dynamics-GP Microsoft Dynamics-GP
RMS and GP IntegrationRMS and GP Integration
Inventory ReceiptsInventory ReceiptsSales TransactionsSales TransactionsCustomer PaymentsCustomer Payments
ReceivablesReceivablesManagementManagement
BankBankReconciliationReconciliation
Purchase OrderPurchase OrderProcessingProcessing
GeneralGeneralLedgerLedger
POS StationPOS Station
Customers,Customers,Inventory, Supplier,Inventory, Supplier,
and Sales Dataand Sales Data
Accounting Integration OptionsAccounting Integration Options
Basic Accounting IntegrationBasic Accounting Integration Advanced Accounting IntegrationAdvanced Accounting Integration
FromFromMicrosoftMicrosoft
Dynanics SLDynanics SL
Dynamics NAVDynamics NAV
Dynamics AXDynamics AX
Dynamics GPDynamics GP
Small Business AccountingSmall Business Accounting
From 3From 3rdrd
PartiesPartiesDynamics GP, SL, AX, NAV: Dynamics GP, SL, AX, NAV: Accounting LinkerAccounting Linker from GNS from GNS
Dynamics GP, SL, AX, NAV: Dynamics GP, SL, AX, NAV: Get LinkedGet Linked from Teknor from Teknor
Dynamics GP: Dynamics GP: RMS RMS ConnectProConnectPro from Professional from Professional AdvantageAdvantage
Dynamics GP: Dynamics GP: EasyTrac EasyTrac WMSWMS from ADC Technologies from ADC Technologies
Dynamics AX: Dynamics AX: Retail Chain Retail Chain ManagerManager from Columbus IT from Columbus IT
Dynamics NAV: Dynamics NAV: POSLinkPOSLink from Elypsis Inc.from Elypsis Inc.
Dynamics NAV: Dynamics NAV: RMSyncRMSync from from Davidson-RichardsDavidson-Richards
Over 30,000 SMB CustomersOver 30,000 SMB Customers
Case StudiesCase StudiesVerticalsVerticals
Specialty Apparel - Janie's Indian River BazaarSpecialty Apparel - Janie's Indian River Bazaar
Beer/Wine/Liquor - West Side LiquorBeer/Wine/Liquor - West Side Liquor
Large chain implementationsLarge chain implementations
Large single store implementationLarge single store implementation
Grand Canyon AssociationGrand Canyon Association
Sporting Goods - Cadence 120 Bicycle WorksSporting Goods - Cadence 120 Bicycle Works
Jewelry/Gift – Kaufmann de SuisseJewelry/Gift – Kaufmann de Suisse
KuhlmanKuhlman
The Moderne Ltd. The Moderne Ltd.
Dynamics GP IntegrationDynamics GP Integration
AvilaAvila
Eastern National (largest RMS customer)Eastern National (largest RMS customer)
Located in AlabamaLocated in Alabama
Full-inventory bicycle store Full-inventory bicycle store with 3,500+ items & special orderswith 3,500+ items & special orders
Needed to speed orders Needed to speed orders & store processes& store processes
Case Study – Cadence 120 Bicycle WorksCase Study – Cadence 120 Bicycle Works
Customer ProfileCustomer Profile
Faster purchasing saves Faster purchasing saves 4 hours a week4 hours a week
Customized serial number tracking Customized serial number tracking tells what is assembledtells what is assembled
Vendors more easily managedVendors more easily managed
Faster and easier repair checkoutFaster and easier repair checkout
Exportable dataExportable data
ResultsResults
““Finally, we manage every item, warranty, and repair in one Finally, we manage every item, warranty, and repair in one cohesive system. Each item has its own SKU, and we track cohesive system. Each item has its own SKU, and we track serialized items from receiving through assembly and sale."serialized items from receiving through assembly and sale."
Jon Jeffress, Co-owner, Cadence 120 Bicycle WorksJon Jeffress, Co-owner, Cadence 120 Bicycle Works
Needed serial number tracking Needed serial number tracking from receiving through assemblyfrom receiving through assembly
Located in FloridaLocated in Florida
4,000+ high-fashion women's apparel, 4,000+ high-fashion women's apparel, jewelry & accessory itemsjewelry & accessory items
Needed to better manage special Needed to better manage special orders, notes, stock levels & orders, notes, stock levels & reminders reminders
Case Study – Janie's Indian River BazaarCase Study – Janie's Indian River Bazaar
Customer ProfileCustomer Profile
Revenues up 25 percentRevenues up 25 percent
Receiving time cut 75 percentReceiving time cut 75 percent
Stock turns two to three times fasterStock turns two to three times faster
All handwritten notes in one databaseAll handwritten notes in one database
Reports used to target marketingReports used to target marketing
Unproductive vendors trimmedUnproductive vendors trimmed
More time for customersMore time for customers
ResultsResults
"Microsoft Retail Management System was "Microsoft Retail Management System was the best business decision I could have made."the best business decision I could have made."
Janie Panasis, Owner, Janie's Indian River BazaarJanie Panasis, Owner, Janie's Indian River Bazaar
Family-owned business in MinnesotaFamily-owned business in Minnesota
Seven outlets offering wines, liquors, Seven outlets offering wines, liquors, beers, and party suppliesbeers, and party supplies
Annual growth for over 25 yearsAnnual growth for over 25 years
Case Study – West Side LiquorCase Study – West Side Liquor
Customer ProfileCustomer Profile
74 hrs / month saved on keg registration74 hrs / month saved on keg registration
Quicker transactionsQuicker transactions
Greater flexibility in pricing and orderingGreater flexibility in pricing and ordering
Reports show items to push or orderReports show items to push or order
Inventory easily tracked and adjustedInventory easily tracked and adjusted
ResultsResults
““Twenty-four months ago, we didn't even scan bar codes. Twenty-four months ago, we didn't even scan bar codes. Today, we're experiencing unprecedented growth with few Today, we're experiencing unprecedented growth with few administrative headaches."administrative headaches."
Robert I. Feuling, Owner, Westside LiquorRobert I. Feuling, Owner, Westside Liquor
Needed flexibility for individual stores Needed flexibility for individual stores
with central controlwith central controlDouble-digit sales growth for lastDouble-digit sales growth for lasttwo yearstwo years
Family-owned business in Quebec, Family-owned business in Quebec, New York and FloridaNew York and Florida
Sell custom-designed high-end Sell custom-designed high-end jewelry and watchesjewelry and watches
Needed to reduce duplicate work flowsNeeded to reduce duplicate work flows
Case Study – Kaufmann de SuisseCase Study – Kaufmann de Suisse
Customer ProfileCustomer Profile
Ambience is more conducive Ambience is more conducive to buyingto buying
Less clerical work means more sellingLess clerical work means more selling
Information is typed once for all needsInformation is typed once for all needs
More control over inventoryMore control over inventory
Knowing sales trends guides decisionsKnowing sales trends guides decisions
ResultsResults
Needed to analyze sales dataNeeded to analyze sales data
and focus marketingand focus marketing
"If you don't embrace the future, you're clinging to the past. "If you don't embrace the future, you're clinging to the past. Your customers see all these advantages when they shop Your customers see all these advantages when they shop other stores. Wouldn't you want to offer them too?"other stores. Wouldn't you want to offer them too?"
Moneca Kaufmann, General Manager, Kaufmann de Suisse/MontrealMoneca Kaufmann, General Manager, Kaufmann de Suisse/Montreal
11 thriving small-footprint 11 thriving small-footprint airport stores and kiosksairport stores and kiosks
Needed faster checkout linesNeeded faster checkout lines
Needed to reduce paperwork Needed to reduce paperwork
and improve reportingand improve reporting
Case Study – AvilaCase Study – Avila
Customer ProfileCustomer Profile
Card purchases approved in secondsCard purchases approved in seconds
Buying budgets finished fasterBuying budgets finished faster
Inventory reduced 35 percentInventory reduced 35 percent
Chain-wide stock entered onceChain-wide stock entered once
Receiving time cut & security improvedReceiving time cut & security improved
Real-time reports at headquartersReal-time reports at headquarters
ResultsResults
Needed detailed sales info for airportsNeeded detailed sales info for airports
"Last year Microsoft RMS and Small Business Manager "Last year Microsoft RMS and Small Business Manager gave us our tightest agreement ever between book gave us our tightest agreement ever between book and physical inventory."and physical inventory."
Kathleen Avila, Managing Member, Avila RetailKathleen Avila, Managing Member, Avila Retail
Case Study – Eastern NationalCase Study – Eastern National
227 not-for-profit stores throughout 227 not-for-profit stores throughout National Parks and historical sites National Parks and historical sites such as Lincoln Memorial & Ford Theatersuch as Lincoln Memorial & Ford Theater
Sell books, memorabilia, glasswareSell books, memorabilia, glassware
Customer ProfileCustomer Profile
Largest stores using RMS Largest stores using RMS account for 80% of $30 million in sales account for 80% of $30 million in sales
Better sales & cash management Better sales & cash management reduce problems reduce problems
Inventory-level reports Inventory-level reports aid purchasing decisions aid purchasing decisions
ResultsResults
““Now we have more timely and accurate inventory Now we have more timely and accurate inventory and sales reports” and sales reports”
Hank Schmoyer, IT Manager, Eastern NationalHank Schmoyer, IT Manager, Eastern National
Needed more timely reports, Needed more timely reports, better inventory control & replenishmentbetter inventory control & replenishment
One of Ireland's largest clothing storesOne of Ireland's largest clothing stores
In business 80+ yearsIn business 80+ years
Needed a flexible POS and retail Needed a flexible POS and retail management systemmanagement system
Case Study – The Moderne Ltd.Case Study – The Moderne Ltd.
Customer ProfileCustomer Profile
Cash flow increased and stock reducedCash flow increased and stock reduced
Customer preferences trackedCustomer preferences tracked
Upsells suggested at checkoutUpsells suggested at checkout
Items quickly locatedItems quickly located
Inventories easily tracked and adjustedInventories easily tracked and adjusted
ResultsResults
"When we saw how Store Operations connected and talked to "When we saw how Store Operations connected and talked to everything, we got new ideas that went far beyond our initial plans. everything, we got new ideas that went far beyond our initial plans. Things we thought only the big boys could do started looking possible. Things we thought only the big boys could do started looking possible. Now we've done them."Now we've done them."
Ross O’Dowling, Owner, The Moderne Ltd.Ross O’Dowling, Owner, The Moderne Ltd.
Needed to reduce stockroom spaceNeeded to reduce stockroom spaceStock and transaction data Stock and transaction data
accessed remotelyaccessed remotelyWanted to do online salesWanted to do online sales
6 stores part of National Park Service6 stores part of National Park Service
Sell 800,000 gift & souvenir itemsSell 800,000 gift & souvenir itemswith 300,000+ transactionswith 300,000+ transactionsand $20 million annual revenueand $20 million annual revenue
Needed clear data paths and audit trailsNeeded clear data paths and audit trailsbetween stores and warehousebetween stores and warehouse
Case Study – Grand Canyon AssociationCase Study – Grand Canyon Association
Customer ProfileCustomer Profile
Saved $40,000 in technology costsSaved $40,000 in technology costs
Increased profits 52%Increased profits 52%
Expenses cut with tighter stock levelsExpenses cut with tighter stock levels
Fulfillment speed increased Fulfillment speed increased with automated orderswith automated orders
System flexibility meets needsSystem flexibility meets needs
Integration with Great Plains provides Integration with Great Plains provides complete business solutioncomplete business solution
ResultsResults
““The new system has helped us improve inventory management The new system has helped us improve inventory management and reduced overall inventory levels while maintaining required stock and reduced overall inventory levels while maintaining required stock levels at the stores. That change translates into cash in the bank, levels at the stores. That change translates into cash in the bank, especially during slower winter periods."especially during slower winter periods."
Brad Wallis, Executive Director, Grand Canyon AssociationBrad Wallis, Executive Director, Grand Canyon Association
Case Study - KuhlmanCase Study - Kuhlman
Over 70 stores in 18 statesOver 70 stores in 18 states
Sell modern clothing & accessoriesSell modern clothing & accessories
Customer ProfileCustomer Profile
Executives make better decisions Executives make better decisions using real-time, customized reportsusing real-time, customized reports
More cash realized from More cash realized from "charge-and-send" sales"charge-and-send" sales& global customer base& global customer base
Complex reconciliations done in minutesComplex reconciliations done in minutes
End-of-day closing takes "zero" timeEnd-of-day closing takes "zero" time
ResultsResults
““I expect the Microsoft solution will pay for itself in I expect the Microsoft solution will pay for itself in the first year. Just the staff hours it saves will do that”the first year. Just the staff hours it saves will do that”
Scott Kuhlman, CEO, Kuhlman Co.Scott Kuhlman, CEO, Kuhlman Co.
Needed to roll up inventory Needed to roll up inventory and financial information regionally and financial information regionally and nationally and nationally
Detailed Installation SlideDetailed Installation Slide
RMS Store OperationsRMS Store Operations RMS: HQRMS: HQ
Operating Operating SystemSystem
Windows 2000, Windows Windows 2000, Windows XP or Windows Server XP or Windows Server 20032003
Windows 2000, Windows Windows 2000, Windows XP or Windows Server XP or Windows Server 20032003
PC PC Pentium III or greaterPentium III or greater
Pentium IV Pentium IV RecommendedRecommended
Pentium III or greaterPentium III or greater
Pentium IV Pentium IV RecommendedRecommended
RAMRAM64MB Minimum64MB Minimum
128MB Recommended128MB Recommended
128MB Minimum128MB Minimum
256MB Recommended256MB Recommended
Hard Disk Hard Disk SpaceSpace 50MB Available50MB Available 60MB Available60MB Available
CD ROM DriveCD ROM Drive YesYes YesYes
VGAVGAPOS: 800x600 POS: 800x600
Manager: 1024x768 or Manager: 1024x768 or higherhigher
1024x768 or higher1024x768 or higher
Note: Note: MSDE included on both products. SQL sold separately. SQL recommended for RMS: MSDE included on both products. SQL sold separately. SQL recommended for RMS: HQ installations. HQ installations.
System RequirementsSystem Requirements
ASSURED COMPUTING ASSURED COMPUTING TECHNOLGIES, IncTECHNOLGIES, Inc
(877) 627-0636 (877) 627-0636
Your Partner in POSYour Partner in POS
Move ahead today and grow!Move ahead today and grow!
MicrosoftMicrosoftRetail Management SystemRetail Management System
Success depends on more than store locationSuccess depends on more than store location