Tag Archives: Microsoft RMS

Personalize pages, menus, tables and more within Microsoft Dynamics 365 Business Central!

Any Microsoft Dynamics 365 Business Central page can be customized to fit your business’s needs. You can rearrange data, add or remove fields and customize layouts. Personalization allows you to tailor the screens to improve your efficiency. No programming knowledge is needed to Personalize! Simply select Settings > Personalize on any page to open a drag and drop style editor. You can customize menus, pin menus to screen, bookmark pages and more! This allows you minimize clicks – Saving you time. Customers love this feature to help speed up POS transactions, sales orders and any other function frequently used by employees.

Personalization like this is only found with Microsoft Dynamics 365 Business Central. Easily adding or removing features allows your software to fit your business like a glove, no matter how it grows or changes. Click the video below to see how to customize your Business Central experience. Contact [email protected] to learn more!

Microsoft Dynamics RMS has reached it’s end of life date. What’s next for your business and Microsoft? Dynamics 365 Business Central.

As of July 2021, Microsoft Dynamic RMS (Retail Management System) has reached it’s end of life date. Many RMS users are confused as to what this means for their business and what’s coming next from Microsoft.

Since RMS has reached its end of life, you will not be able to purchase any new licenses. This might not be an problem for some stores, but in the case of new or expanding stores this will be an issue. The end of life date also means Microsoft will no longer release updates for RMS. No updates could lead to issues with new hardware or leave your system vulnerable to security threats that may arise. Extensions could also be affected or not repaired when problems occur.

While System Solutions will continue to support Microsoft RMS for years to come, the next generation of retail management software from Microsoft is already here! Microsoft Dynamics 365 Business Central is Microsoft’s retail Management solutions for small to medium sized businesses.

Microsoft Dynamics 365 Business Central allows you to work from anywhere at any time, with the added security of offline sales capability. Business Central is a complete business management system, including financials, e-commerce, online ordering / in-store pickup and much more! If you’re looking for cutting edge technology, features or functions you don’t have now, or one software that can run your entire business, it may be time to look at Microsoft Dynamics 365 Business Central. Contact [email protected] today to learn more about Business Central!

RMS Merge Customers

System Solutions, LLC’s Microsoft RMS Merge Customers solution allows you to quickly merge two customers, by allowing the user to select one customer and transfer their sales information to another. The transferred data includes purchase history, account receivables, and more!

The merge customers solution, showing how to easily merge customers together.

If you would like to see this solution in action, watch our demo video. If you would like more information regarding this solution, please contact us.

RMS Ship To Item Price Memory

System Solutions LLC’s RMS Ship To Item Price Memory automatically saves items with price changes made for one customer in POS with Ship To indicated. The new item price for that specific customer ship to is automatically saved and applied on future purchases and all other transaction types.

Price change automatically saved and used for specific ship to address.

If you would like to learn more about this solution, please click here, or to watch it in action click here. If you are interested in discussing this solution further, please email us here.

RMS Work Order to Purchase Order

System Solutions LLC’s RMS Work Order to Purchase Order automatically creates POs from work orders created in POS for items needed in the warehouse.

Work Order in POS

Work Order PDF

Purchase Order Automatically created from Work Order

To learn more about this solution, please click here, or if you would like to see it in action, watch our demo video here. To contact us about this solution please email us here.

PDF Signature Capture

System Solution LLC’s PDF Signature Capture allows for remote signature of paper signed receipt to be scanned in and saved as a PDF to apply to receipt copies using SS Customer Statements.

PDF Signatures are applied to customer receipts using SS Customer Statements.

This add on is designed to work with SS Customer Statements.

If you would like to learn more about this solution, please click here, or email us here.

RMS Customer Tablet Entry

System Solutions, LLC’s RMS Customer Tablet Entry allows customers to enter their information on a tablet while the cashier is scanning items in POS, so customer information is populated in POS for sale, with either clicking the custom POS button or just by tendering the sale. New customer tablet entries are automatically saved in RMS for future use.

Initial Tablet Screen

Tablet will ask customer to confirm

Tablet Screen with Email on file Confirm Screen

Setting existing customer in POS confirmation tablet screen

If customer is not on file, they can enter their information as a new customer

Adding new customer in POS tablet screen

POS with tablet customer added

If you would like to learn more about RMS Customer Tablet Entry, click here or email us at [email protected].

Customer Form Manager

System Solutions Customer Form Manager is a great solution for those using forms in day-to-day point of sale functions. The Customer Form Manager allows cashiers to create, edit, and save fillable PDF forms from pre-defined templates at the POS screen.

Example of Fillable Form in POS

The form templates are created or scanned and configured as fillable using Adobe Acrobat. The cashier chooses from a list of form templates during a transaction and forms are automatically linked, saved, and retrieved for the currently set POS customer.

To learn more about Customer Form Manager, click here.

If you would like to speak to someone about this solution, please email us at [email protected].

Andersen IQ Integration

Microsoft RMS AndersenIQ Integration provides direct integration of Andersen Intelligent Quote software into Microsoft’s RMS point of sale and converts AndersenIQ window and door designs directly into Microsoft RMS quotes, sales or work orders. Users can use AndersenIQ Integration to: quote, sell, deliver, or install in Microsoft RMS.

Custom POS buttons for direct integration.

Andersen IQ in POS

Easily import Andersen Intelligent Quotes into POS.

Automatically creates new window and door items in Microsoft RMS.

Quote in POS

To learn more about this solution, click here or contact Dan, our AndersenIQ and Building supply store specialist for more information at [email protected].

If you would like to see this solution in action, please watch our demo here.

Item Sound Notification

The System Solutions Item Add Sound solution allows you to play a sound when an item is added to the transaction and it also plays a sound notifying the cashier when an item was not found, along with displaying an error message. You can choose from a variety of sounds.

Item Not Found

To see how this solution works, click here to watch a video.