8825: Microsoft Dynamics Point of Sale 2.0

8825: Microsoft Dynamics Point of Sale 2.0 Course Description

Intended Audience for the 8825: Microsoft Dynamics Point of Sale 2.0 Course

• This course is intended for Partners and Customers with retail business operations experience and basic Microsoft Windows navigation skills.

8825: Microsoft Dynamics Point of Sale 2.0 Course Objectives

• Understand hardware and software requirements.
• Install Point of Sale in a one-computer or a multiple-computer store.
• Create a store owner account, and customize the main Manager window.
• Implement security and loss prevention measures.
• Run the Store Setup Wizard.
• Import item, customer, suppliers, and physical inventory information.
• Define store policies and procedures.
• Set store Options for point-of-sale, tenders, sales taxes, serial numbers, customers, inventory, and back up of the store database.
• Set up point-of-sale registers, devices, receipt formats, and line display messages.
• Create QuickPads and assign them to registers.
• Connect registers with the store database.
• Integrate accounting software.
• Configure electronic draft capture.
• Create and define currencies, tender types, sales taxes, departments and categories, suppliers, items, item messages, discounts, and customers.
• Implement database tools to maintain the store database, create a new database, and devise a disaster recovery plan.
• Import, organize, track, and manage inventory.
• Set up and manage departments, categories, and suppliers; create and import items; track and manage purchase orders, inventory transfers, and physical inventories.
• Create and manage employees, assign employee roles and rights, track employee hours, customize registers for each employee, and control cashier workflow.
• Create, import, track, manage, and contact customers.
• Implement built-in reports using display options and report filters, create custom reports, and customize capsule reports.
• Use Point of Sale POS for processing all point-of-sale procedures.
• Customize the Point of Sale POS screen for specific employees.
• Add, remove, and test POS hardware devices.
• Perform daily POS tasks, such as specifying opening and closing amounts, clocking in and out, changing system and display settings, changing register properties, reprinting receipts, switching to a different user, changing passwords, generating X, Z, and ZZ reports, and creating sales graphs.
• Process and tender sales transactions.
• Add, edit, remove, and discount line items and transactions.
• Process returns and exchanges.
• Find and handle items, customer, transactions, and receipts.
• Print item and address labels, and create label formats.
• Store, organize, and manage pictures, templates, and other files in File Center.
• Train employees in Practice Mode.

8825: Microsoft Dynamics Point of Sale 2.0 Course Outline

1. Getting Started in Point of Sale
   1. What Is New in this Release
   2. Point of Sale Components
   3. Point of Sale and the Store
   4. Point of Sale and Real-life applications
   5. Before Installing Point of Sale
   6. Installing Point of Sale in a one-computer store
   7. Installing Point of Sale on additional computers in a store
   8. Where to Find More Information
2. Using Manager View
   1. Getting Started in Manager View
   2. Customizing Manager View
   3. Tools in Manager View
3. Setting Up the Store
   1. Checklists for Setting Up the Store in Point of Sale
   2. Store Setup Wizard Overview
   3. Run the Store Setup Wizard
   4. Task Centers
   5. Store Options, Policies, and Procedures
   6. Employees
   7. Receipt Formats and Receipts
   8. Task Pads
   9. Line Display Messages
   10. Registers and Hardware
   11. Accounting Integration and Synchronization
   12. Currencies
   13. Payment Methods
   14. Sales Taxes
   15. Departments and Categories
   16. Suppliers
   17. Item Messages
   18. Item and Preset Discounts
   19. Items
   20. Customers
4. Managing Inventory
   1. Working with Inventory in Manager View
   2. Departments and Categories
   3. Suppliers
   4. Items
   5. Prices and Costs
   6. Item Messages
   7. Discounts
   8. Inventory Wizard
   9. Import Wizard
   10. Purchase Orders
   11. Inventory Transfers
   12. Physical Inventory
5. Managing Employees
   1. Working with Employee Information in Manager View
   2. Creating and Managing Employees
   3. Assigning Employee Roles and Rights
   4. Working with Time Clock Entries
   5. Customizing POS View for Each Employee
   6. Controlling Cashier Workflow
   7. Training Employees in Practice Mode
6. Chapter 6: Managing Customers
   1. Working with Customers in Manager View
   2. Creating Customers
   3. Importing Customers
   4. Managing Customers
   5. Contacting and Shipping To Customers
7. Working with Reports and Transactions
   1. Working with Reports
   2. Using Display Options
   3. Using Report Filters
   4. Creating Custom Reports
   5. Working with Capsule Reports
   6. Generating X, Z, and ZZ Reports
   7. Working with Batches and Transactions
8. Using POS View
   1. Getting Started in POS View
   2. Customizing POS View
   3. Changing Register Properties
   4. Working with Registers
   5. Tools in POS View
9. Processing Transactions
   1. Processing Sales Transactions
   2. Accepting Payments
   3. Processing Advanced Transactions
   4. Working with Discounts
   5. Receiving Inventory
   6. Working with Item Information
   7. Working with Customer Information
   8. Working with Receipts and Transactions

Benefits of taking the 8825: Microsoft Dynamics Point of Sale 2.0 course at NetCom

• Why choose Microsoft Dynamics Training at NetCom Learning?
  As a recognition for training excellence, NetCom Learning was chosen by Microsoft as the 2007 Worldwide Learning Solutions Partner of the year out of 1400 training companies.

  In addition, we have won numerous other training awards for quality and customer satisfaction by CompTIA, EC-Council and other vendors. We are simply passionate about learning and achieving the highest customer satisfaction in your learning experience!

  See the training value proposition below:

  Why Microsoft Dynamics Training at NetCom? NetCom Information Technology is a Microsoft Gold Certified Partner for Learning Solutions (CPLS). CPLS is the premier training channel and delivery mechanism for Microsoft Dynamics training content. On July 11, NetCom was honored by Microsoft as its Learning Solutions Partner of the Year. Selected as the Number One CPLS, from over 1400 worldwide CPLS's, Microsoft recognized our commitment and ability to deliver high-quality learning services using a consultative engagement model. We could not have achieved this coveted status without the help and support of our customers and well wishers - thank you!! Microsoft Certified Partner for Learning Solutions Value Proposition: Microsoft Certified Partner for Learning Solutions Non-authorized Training Center Only MCT (Microsoft Certified Trainers) are authorized to teach the class Non MCT can teach the course Taught using Microsoft Authorized Courseware (MOC), includes free evaluation software and online training Do not have access to official courseware Partners adhere to stringent Microsoft designated lab requirements Computer and lab equipment may not be up to requirements of course Successful candidates are awarded Certificate of Completion directly from Microsoft for most of the courses Not authorized to issue Certificate of Completion Overall, a better quality training experience Substandard training experience

• NetCom provides Authorized Training
  NetCom Learning is a Microsoft Gold Certified Partner for Learning Solutions (CPLS), Cisco Learning Partner, CompTIA Platinum Partner, EC-Council Accredited Training Center, Adobe Authorized Training Center, Autodesk Authorized Training Center and many others. We are proud to offer the highest quality, authorized training solutions from our many partners for our customers.

  See our comprehensive list of partner authorizations.

• Award winning, world-class Instructors

  Ginger M. - Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. - Over 9 years of experience as a Master Certified Trainer. Expert in MS Dynamics GP Financials, Installation, HR/Payroll, Project Accounting, Inventory and Integration Manager. - Project Manager to various MS Dynamics Great Plains implementations. Bio: Ginger holds a Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. Her career started as an Auditor for Deloitte & Touché and over the years she developed her passion for Microsoft Dynamics, implementing Dynamics GP and Project Cost in the Professional Services, Commercial Real Estate and Medical Facilities vertical markets. Ginger's experience with Microsoft Dynamics is unparalleled. As a Certified Master Dynamics trainer, she stays abreast of the latest Dynamics modules and shares experience with a very hands-on training technique at NetCom Learning.

  Ignacio J. - Designs and architects Microsoft IT solutions since the early 1990s. - Hands-on experience in multiple Microsoft Dynamics products including CRM, GP, SL, AX and NAV since 2004. - Taught over 250 courses at NetCom Learning. Bio: Ignacio is a Senior Solutions Architect, Civil Engineer and Certified Expert Trainer. He has been designing and architecting Microsoft IT solutions since the early 1990s, and has extensive experience developing scalable and high performance integration solutions. In 2004, Ignacio expanded into business management and accounting software as well, where he gained hands-on experience in many Microsoft Dynamics products including CRM, GP, SL, AX and NAV. Ignacio holds a library of industry-wide certifications from Microsoft and other leading IT vendors. He has taught over 250 courses at NetCom Learning and is revered by students for his wide-ranging IT expertise.

  Lynn D. - Over 25 years of experience working as Senior Financial Analyst and Senior Auditor. - Professor of Graduate Management and Business School at the University of Phoenix since 2007. - Microsoft Certifications in Financials, Trade & Logistics, Production and Human Resources Management as well as Microsoft Certified Trainer (MCT) since 2009. Bio: Lynn is a very accomplished Senior Financial Analyst and Senior Auditor with over 25 years of experience. She has been a Microsoft Certified Trainer since 2009 and a Professor of Graduate Management and Business School at University of Phoenix since 2007. In addition to several other Microsoft certifications, she is also a specialist in Microsoft Dynamics AX. Lynn has taught several Microsoft Dynamics AX courses at NetCom Learning and is described by her students as very knowledgeable, qualified, and patient with her approach. Her classes are very dynamic and energetic, just as the course per se.

  Ramesh P. Ramesh holds a Masters Degree in Computer Science with specialization in Information Security and is pursuing his Doctoral degree in IT from the University of South Australia (UniSA). He is a one of a kind trainer - he has been working in the IT field since 1995 and is an expert in C#, VB.NET, ASP.NET, Java/J2EE, PL/SQL, VB, ASP, and XML technologies. Ramesh also has extensive experience developing and implementing BizTalk and SharePoint in large corporations, as well as more than 10 years experience working with Oracle and SQL server/Sybase databases. With more than 19 certifications, Ramesh is an IT guru and trainer with worldwide experience, which includes presentations and trainings across US, Asia, and Middle East. He is a full time instructor at NetCom Learning and we couldn't be happier in having him as one of our Subject Matter Experts.

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• Actual Client Testimonials

  May 21 2012 The lecturer is quite personable and is quite helpful with making sure we understand the material we have covered. He is also quite knowledge in the subject area. This training has cleaned up a lot of areas that I have been having issues with in my work environment and I will surely be able to put a lot of it in to practice. -Candice C. Course(s) Taken Microsoft Dynamics GP 2010 - Financials and SQL Reporting - Accelerated (MCTS)

  
  

  May 21 2012 Good course. Good service. Good instructor. -Raman T. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 The instructor did an incredible job of presenting. -Kelly D. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 The class provided the background I will need to build upon upcoming responsibilities. Satisfactory on all counts. -John B. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 Stan is an excellent instructor. He made the course very informative and kept it interesting. Sebastian S. Course(s) Taken Microsoft Dynamics GP 2010 - Installation and Configuration - Accelerated (MCTS)

  
  

  May 21 2012 Classes were awesome! Our teacher, Mr. Smith, was entertaining and kept us motivated. -Lily L. Course(s) Taken Microsoft Dynamics GP 2010 - Financials and SQL Reporting - Accelerated (MCTS)

  
  

  May 07 2012 It was a good experience. It will help me in my new position loading the CRM practices. -Adolfo R. Course(s) Taken Microsoft Dynamics CRM 2011 - Accelerated

  
  

  Mar 12 2012 Ramesh our instructor was amazing. He has been the second amazing instructor through you guys!!! Nice, Knowledgeable and fun. -Kyle P. Course(s) Taken Microsoft Dynamics CRM 2011 - Accelerated

  
  
• Awards won by NetCom
  NetCom Learning is an award winning, customer focused company. We are simply Passionate About Learning!

  See our list of awards.

• Specialized Boot Camp Training

  

  This training is also available as a boot camp. NetCom is world famous for delivering specialized boot camp training to our clients.

  For answers to questions regarding our boot camp training delivery format, please refer to our Boot Camp FAQ section.

Enrollment Options for the 8825: Microsoft Dynamics Point of Sale 2.0 course

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