Microsoft Dynamics POS provides several tools to help you maintain your store database; for example, backing up the database, creating new databases, and checking the database. You can also perform advanced database queries.
Microsoft recommends performing daily backups of your store database. This is easy and can save you time and money in the event of a sudden power outage or serious computer problem. Keep your backup files in a safe place, preferably at a location other than your store.
Microsoft Dynamics POS works with a single store database. In most cases, the initial database will be the only database that you will need.
However, you might want to create a new store database. For example, when first setting up your store, you might want to start over entering your store information.
Checking the database analyzes the allocation and structural integrity of all of the objects in the database and performs a physical consistency check on database tables and indexed views.
Checking does not fix any errors; it only notifies you of existing problems so that you can quickly find solutions.
With the Query Tool, you can make direct queries to the store database. You can use queries to view specific information, modify database information, and perform advanced maintenance tasks on the database.
Note
Only users experienced in SQL Server and database programming should use the Query Tool to alter the database.
More information
Manager View Help ―About the database tools‖
Index
90
Index
40-column receipts 67
A
accessibility 47
account payment methods 20, 37-38 accounting integration, QuickBooks 26 Accounting Integration Wizard 26 accounts, customer 34
activating Microsoft Dynamics POS 12 Activation Wizard 12
add-ins for payment processing 21 adding items to database
during receiving 15
during sales transactions 16 additional information 1-3 address labels 36, 87 addresses, customer 35-36 adjustments, price 57 Administrator, running as 6
approval and settlement of payments 21, 71 arranging columns 17, 77
assigning roles 45-46 assigning task pads 46, 47 assistance, product 2-3 audio settings, register 68 authorities, tax 22-24 authorization, check 21
automatic numbering, customer 39 available devices 66
B
frequently asked questions 74 overview 70
viewing 72-73 beeps at the register 68 blank database, creating 11
Business Ready Enhancement Plan 2 Buy X, Get Y discounts 56
C
calculators 86 capsule reports 17, 76 cash payment methods 20, 86 cashiers
See also employees
customizing POS View for 47 prompting for reasons 27-28
cashiers (continued)
roles and role settings 45-46 time clock 43
workflow 31, 44 Cashier's Guide 2 categories 53
changing passwords 41-42 changing views 6-7 charge accounts 34, 37-38 check payment methods 20 check processing 21 checking the database 89 checklists
for complete store setup 13-14 for quick store setup 12 Store Setup Wizard 12 clock, time 43
closing Microsoft Dynamics POS 6 closing practice mode 9
columns 17, 77
commissions, sales rep 48 contacting customers 35-36 content pane 8, 17
copies of receipts, saving 67, 72-73 counting inventory 59
Create Database Wizard 11 Create Password Wizard 12 creating databases 89 creating items
during receiving 15
during sales transactions 16 creating taxes 22-24
credit accounts See charge accounts credit card payment methods 20 credit card processing 21, 71 currencies and exchange rates 30 currency calculator 86
custom information about customers 33 custom reports 76, 79
customer address labels 36, 87
customer assistance, product support 2-3 Customer List report 34
customer orders 58, 67 customer taxes See sales taxes customers
charge accounts 34, 37-38 contacting, shipping to 35-36 deleting, effect of 39
discounts 34, 56
frequently asked questions 39 number formats 39
Index
91
customers (continued) orders 58
price levels 34
purchase history 33, 39 setting up 33-34 CustomerSource 3
customizing Manager View 17 customizing POS View 47 customizing registers 65
D
tools for creating and maintaining 89 debit card payment methods 20 debit card processing 21, 71 deleting customers 39 deleting items 62 delivery labels 36, 87 denominations 86 departments 53
destination-based taxes 22-24 devices
frequently asked questions 68 managing 66
setting up 18 tutorial 2
dimensions, matrix 54 discounts 34, 56-57 dragging columns 17
E
e-mail, sending to customers 35 EDC 21
electronic copies of receipts 67, 72-73 electronic payment processing 21, 71 employees
assigning task pads to 47 cashier workflow 31, 44 commissions 48 creating 41
customizing POS View for 47 frequently asked questions 49 managing 41-42
passwords 41-42
prompting for reasons 27-28 roles and role settings 45-46 sales reps 48
security policies 83
employees (continued) time clock 43 training 1, 9
entering practice mode 9 estimates See quotes exchange rates 30
exiting Microsoft Dynamics POS 6 exiting practice mode 9
F
FAQ
about store settings 31 FAQs
about basic settings 18
about batches and transactions 74 about customers 39
about employees 49 about inventory 62
about registers and devices 68 about reports 80
File Center 88 filtering reports 78
finding additional information 1-3 finding partners 2
firewalls 84
foreign currencies and exchange rates 30 formats
customer number 39 payment method 20 receipt 67
validation 20
frequently asked questions about basic settings 18
about batches and transactions 74 about customers 39
about employees 49 about inventory 62
about registers and devices 68 about reports 80
about store settings 31 full-page receipts 67
G
getting started 1, 6, 11-12 Getting Started Wizard 11
gift card or certificate payment methods 20, 25 grouping information in reports 77
H
hang tags 87 hardware
frequently asked questions 68 managing 66
setting up 18 tutorial 2 height, pane 17 Help 1
Index
92
history, purchase 33, 39 hours, employee 43
I
IDs, employee 41-42 Import Wizard 15 importing items 15 information 1-3
installing Microsoft Dynamics POS 11 introduction 1, 11-12
Intuit QuickBooks, sharing information with 26 inventory
See also items
departments and categories 53 frequently asked questions 62 management of 51-52 matrix items 54
moving between locations 60 overview 51-52
physical inventories 59 purchasing and receiving 55 setting up 15-16
transferring into and out of the store 61 inventory counts 59
inventory locations 60 inventory transfers 61 Inventory Transfers report 61 item discounts 56
item labels 87 item receipts 55
item taxes See sales taxes items
about managing inventory 51-52 commissions 48
controlling how sold 44 counting 59
creating during receiving 15
creating during sales transactions 16 deleting, effect of 62
departments and categories 53 discounts 56-57
frequently asked questions 62 importing 15
labels 87 matrix items 54
moving between inventory locations 60 noninventory items 62
numbering 62 overview 51-52 serial numbers 62
transferring into and out of the store 61 types of 62
J
journaled receipts 67, 70, 72-73L
labels, address 36, 87 labels, item 87 large icons, toolbar 17 layaways 58
learning to use Microsoft Dynamics POS 1-2, 9 leaving practice mode 9
line item discounts 57
lists, customizing and sorting 17 locations, inventory 60
locations, tax 22-24 loss prevention 83
M
managing files 88managing inventory 51-52 matrix items 54
menus, Manager View 8 methods of payment 20 Microsoft Certified Partners 2 Microsoft Dynamics POS
activating 12
additional information 1-3 getting started 1
new features 4-5 starting and exiting 6 Microsoft Product Support 2-3 Mix and Match discounts 56 mode, offline 11, 29 mode, practice 1, 9 money
currencies and exchange rates 30 payment methods 20
payment processing 21 more information 1-3 moving columns 17
moving inventory between locations 60 My Store, customizing 17
N
navigation pane 8, 17 network security 84 new database, creating 11 new features 4-5
noninventory items 62 number formats, customer 39
numbering customers automatically 39
Index
93
numbers, item 62 numbers, register 64 numbers, serial 62
O
offline mode 11(2), 29 Offline Mode Wizard 11, 29 opening Help 1
opening Microsoft Dynamics POS 6 in practice mode 9
orders
customer orders 58 purchase orders 55 other payment methods 20
P
panes, Manager View 8-9, 17 Partners, Microsoft Certified 2 parts of the screen 8-9, 17 passwords 12, 41-42 payment methods
assigning currencies to 30 currency calculator and 86 overview 20
payment processing 21, 71 phone numbers, customer 35 physical inventories 59 POS View
customizing 47 described 7 switching to 6-7 practice mode 1, 9 preset discounts 56 preview pane 9, 17 price adjustments 57 price discounts 56-57 price levels 34, 57 price tags 87 printing labels 87
privileges, employee 45-46 product information 1-3 Product Support 2-3
prompting for reasons 27-28, 44 punching in and out 43
purchase history 33, 39 purchase orders 55 Purchase Orders report 55
Q
quantity discount pricing schedules 56 Query Tool 89
questions See frequently asked questions Quick Reference card 1
QuickBooks, sharing information with 26 quitting Microsoft Dynamics POS 6 quitting practice mode 9
quotes 58
R
rates, exchange 30 rates, tax 22-24 reasons 27-28, 44 receipt formats 67 receipts
saving to database 67, 72-73 viewing 72-73
receiving items
adding items to database during receiving 15 purchase order process 55
reducing prices 57 registers
customizing 65
frequently asked questions 68 hardware on 66
offline mode See offline mode overview 64
receipt formats 67 reports
capsule report layout 17 custom reports 79 Customer List report 34 display options 77 filtering data in 78
frequently asked questions 80 Inventory Transfers 61 overview 76
Purchase Orders 55 Settle Transactions 71 Time Clock 43 representatives, sales 48 requiring reasons 27-28, 44 resetting passwords 41-42
resetting passwords with Create Password Wizard 12 resizing screen elements 17
resources 1-3
restarting Microsoft Dynamics POS in practice mode 9 rights, employee 45-46
road map for store setup 11-12 roles and role settings 45-46 running Microsoft Dynamics POS 6
S
sale prices 57
sales reps and commissions 48 sales taxes 22-24
sales transactions See transactions sample database 11, 16
saving receipts to database 67, 72-73 screen
customizing Manager View 17 customizing POS View 47 parts of 8-9
Index
94
security
employee policies 83 network security 84 physical security 82
roles and role settings 45-46 selected devices 66
sending e-mail to customers 35 serial-numbered items 62 setting up hardware 2, 18
Setting Up POS Hardware tutorial 2 setting up practice mode 9
setting up the store See store setup Settle Transactions report 71 settlement, payment 21, 71
sharing information with QuickBooks 26 shipping
customer shipping addresses 35-36 labels 36, 87
varying taxes by destination 22 size, icons on toolbars 17
size, screen elements 17 small icons, toolbar 17 sorting data
in lists 17 in reports 77 sounds, register 68 special orders 58 standard items 62
starting Microsoft Dynamics POS 6 in practice mode 9
status bar 9, 17 stickers, price 87 stock See inventory store
physical security of 82 setting up See store setup store-credit payment methods 20, 25 Store Settings section, Store Setup Wizard 12 store setup
checklist for complete store setup 13-14 checklist for quick store setup 12 currencies and exchange rates 30 customers 33-34
departments and categories 53 employees 41
items 52, 54
payment methods 20 payment processing 21 reasons 27-28
registers 64 road map 11-12
roles and role settings 45-46
sharing information with QuickBooks 26 taxes 22-24
Store Setup Wizard 12
styles, matrix 54
summary information in reports 77 supplier address labels 36, 87 suppliers, assigning currencies to 30 support, product 2-3
switching between Manager View and POS View 6, 6-7 synchronizing offline databases 29
T
tags, price 87 task pads
alignment of 47
assigning to employees 47 assigning to roles 46 tax authorities 22-24 tax locations 22-24 taxes 22-24
technical support 2-3 templates, receipt 67
tender types See payment methods time clock 43
database maintenance 89 File Center 88
label printing 87
totals information in reports 77 training employees 1, 9 transactions
approval 21
creating items during 16 customer orders 58 discounts 56-57
frequently asked questions 74 overview 70
reasons 27-28 receipt formats 67 receipts 70 settlement 21, 71 viewing 72-73 transferring inventory
between inventory locations 60 into and out of the store 61 tray 9
tutorial, hardware 2 types of items 62 types of payment 20
U
unit pricing 56Index
95
V
validation formats for payment methods 20 views, Manager and POS 6-7, 8-9
voucher payment methods 20, 25 voucher processing 21
W
welcome 1 what's new 4-5 width, column 17 width, pane 17 window
customizing Manager View 17 customizing POS View 47 parts of 8-9
Windows Administrator, running as 6
Windows Firewall 84 wizards
Accounting Integration Wizard 26 Activation Wizard 12
Create Database Wizard 11 Create Password Wizard 12 Getting Started Wizard 11 Import Wizard 15
Offline Mode Wizard 12, 29 Store Setup Wizard 12 work orders 58
workflow, cashier 31, 44
X
X, Z, and ZZ reports 67