Microsoft Retail Management System Headquarters
Course 8335: Two days;
Instructor-led
On This Page
Introduction
The Microsoft Course on Retail Management Systemฎ
Headquarters prepares students to assist their customers with the
installation, setup, configuration, and implementation of
Headquarters. The Course focuses on explaining that when
Headquarters is installed on a computer at a head office, it ties
all the data from all stores together, acting as an integrated,
business-wide point-of-sale and retail management solution for
growing mid-sized retail chains. Students learn that Headquarters
enables users to set policies and procedures for each store to
follow and enforces those rules for the entire retail enterprise.
Upon completion of the course, students should have a good basic
understanding of Headquarters functionality and capabilities.
Audience
Headquarters training is recommended for Microsoft
Certified Partners planning to sell, implement, configure, consult,
and/or support Retail Management System Headquarters. The Course is
targeted toward resellers who wish to assist their customers with
the installation, administration, implementation, and maintenance of
the Retail Management System Headquarters application. Partners who
participate in this Course are those who wish to gain a practical
working knowledge of the applications functionality and
capabilities.
At Course Completion
After completing this course, students should be
able to:
| |
Determine how Retail
Management System Headquarters can meet customers retail
needs |
| |
Assist customers in
meeting Headquarters installation requirements |
| |
Install Retail
Management System Headquarters and the Software Copy
Protection Device (Dongle) |
| |
Use Headquarters in
Evaluation Mode |
| |
Create, configure, and
maintain a store database in Headquarters Administrator |
| |
Define stores in HQ
Manager |
| |
Export Store Operations
databases |
| |
Set up a store database
at each store |
| |
Configure HQ Server |
| |
Configure HQ Client at
each store |
| |
Synchronize the stores |
| |
Create and run Worksheet
Style 401: Request Data Upload |
| |
Connect to Headquarters
and process worksheets |
| |
Perform a Physical
Inventory |
| |
Reconcile the
Headquarters Inventory |
| |
Migrate from QuickSell
2000 to Headquarters |
| |
Use Add-Ins in
Headquarters |
| |
Issue Queries |
Prerequisites
Before attending this course, students should
have:
| |
Completion of the
Microsoft Business Solutions Retail Management System Store
Operations Course |
| |
Some working knowledge
of Microsoft Windowsฎ 2000 or Windows XP |
| |
Basic understanding of
Microsoft SQL Server |
| |
Basic understanding of
daily retail operations |
| |
Basic understanding of
retail software applications and database storage techniques |
Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are
associated with this course currently.
Course Materials
Student materials for this course include a
Headquarters training manual, in addition to supplementary handout
materials.
Course Outline
Chapter 1: Headquarters System Information
The purpose of this chapter is to give students a
general overview of the Retail Management System Headquarters
application. The functionality and capabilities of the Headquarters
components are introduced, along with an explanation of the minimum
and recommended system requirements, including the Software Copy
Protection Device (Dongle). Following the discussion for this
chapter, an exercise demonstrates how to install the software.
Main Topics
| |
Introduction and
Overview |
| |
Headquarters Components |
| |
Installation
Requirements |
| |
Software Copy Protection
Device (Dongle) |
Lab: Headquarters Installation
| |
Install Headquarters
software |
After completing this chapter, students should be
able to:
| |
Briefly describe the
components of Headquarters |
| |
Understand minimum and
recommended system requirements for stores and head offices |
| |
Understand how
Headquarters is affected by running in Evaluation Mode |
| |
Install Headquarters
application software |
| |
Install a Dongle |
Chapter 2: Headquarters Administrator Setup
and Deployment
This chapter focuses on the setup and store
deployment of Headquarters. Students gain a basic understanding of
the terminology used in Headquarters, building the HQ Database,
configuring the HQ Server and HQ Client, and upgrading the HQ
Database. Exercises at the end of this chapter demonstrate how to
import an existing Store Operations database into Headquarters and
connect the stores using HQ Client.
Main Topics
| |
Setup and Deployment
Overview |
| |
Headquarters Terminology |
| |
Building the HQ Database |
| |
Store Deployment |
| |
HQ Server Configuration |
| |
HQ Client Configuration |
| |
Upgrading the HQ
Database |
Lab: Import into Headquarters
| |
Import an Existing Store
Operations Database into Headquarters |
Lab: Connect the Store
| |
Connect Stores using HQ
Client |
After completing this chapter, students should be
able to:
| |
Understand the basic
Terminology of Headquarters |
| |
Create and import the
database |
| |
Configure Headquarters
in Administrator |
| |
Deploy existing stores |
| |
Deploy new stores |
| |
Configure the
Headquarters Server |
| |
Configure the
Headquarters Client |
| |
Upgrade the Headquarters
database |
Chapter 3: Headquarters Manager
This chapter focuses on Manager Navigation,
configuration, and security. There is also a discussion about
Centrally Maintained Data, Locally Originated Data, and Store
Specific Data, in addition to an explanation of the HQ Wizards.
Main Topics
| |
Manager Overview |
| |
Manager Navigation |
| |
Manager Configuration |
| |
Manager Security |
| |
Centrally Maintained
Data |
| |
Locally Originated Data |
| |
Store Specific Data |
| |
HQ Wizards |
After completing this chapter, students should be
able to:
| |
Navigate through Manager |
| |
Understand the
difference between Centrally Maintained Data, Locally
Originated Data, and Store Specific Data |
| |
Use the Inventory, New
Item, and Worksheet Wizard |
| |
Set up HQ Users |
Chapter 4: Headquarters Worksheets
The purpose of this chapter is to discuss how
Headquarters Worksheets are used to initiate and control data
exchanges between the head office and remote stores. Worksheet
Styles and management is discussed, followed by exercises to
demonstrate the features and functionalities of Worksheets.
Main Topics
| |
Worksheets Overview |
| |
Worksheets Basics |
| |
Worksheets Styles |
| |
Managing Worksheets |
Lab: Worksheets
| |
Create a New Item |
| |
Change Existing Item
Description |
| |
Change Existing Supplier
Information |
| |
Create New Item in a New
Department |
| |
Put Item on Sale |
| |
Create a New Tender Type |
| |
Create a New Cashier |
After completing this chapter, students should be
able to:
| |
Understand the basics of
Worksheets |
| |
Understand the different
Worksheet series |
| |
Create new items and
send the data to stores and the head office |
| |
Change item descriptions
and send the data to stores and the head office |
| |
Change supplier
information and send the data to stores and the head office |
| |
Create a new item in a
new department and send the data to stores and the head
office |
| |
Put items on sale and
send the data to stores and the head office |
| |
Create a new tender type
and send the data to stores and the head office |
| |
Create a new cashier and
send the data to stores and the head office |
| |
Manage Worksheets |
Chapter 5: Additional Headquarters Features
Chapter 5 discusses additional Headquarters
features dealing with Global and Local Customers, Purchase Orders,
Inter-Store Inventory Transfers, Store Quantity Checks, Viewing
Store Journals, Reports, and Interfacing to Accounting.
Main Topics
| |
Working with Customers |
| |
Purchase Orders |
| |
Inter-Store Inventory
Transfers |
| |
Store Quantity Checks |
| |
Viewing Store Journals |
| |
HQ Manager Reports |
| |
Interfacing to
Accounting |
Lab: No Lab for this Chapter
After completing this chapter, students should be
able to:
| |
Understand the
differences between local and global customers |
| |
Understand Purchase
Order Planner in Headquarters |
| |
Perform an inter-store
inventory transfer |
| |
Check item quantities at
other stores |
| |
View store Journals |
| |
Generate Reports |
| |
Understand the basics of
interfacing to accounting programs |
