Microsoft RMS Reports
Retailers are recognising how competitive the industry has become and are striving to find out exactly what will give them an edge over their competitors. In a rapidly changing environment like retail one of the keys to success is ensuring you know exactly what is going on in your business whether you have one or more shops. What items are your best sellers? Who are your best customers? What needs to be re-ordered or should there be automatic reorder levels? Who is your best cashiers? etc. Reports detailing vital real time information instantly, is the key to increased sales, efficiency and customer satisfaction.
Microsoft’s RMS provides a wealth of reports as standard including customer accounts receivable, sales, item quantity information, quotes, orders and layaway as well as a host of others.
Retailers can customise reports using different filter criteria but from experience my favourite feature of RMS reporting is the ability to memorize customised reports.
The export feature is very useful should you ever need a member of staff to email you on sales reports, or in the event that you need reports sent to your accountant, the report can be exported to a comma delimited file which allows you to open it in excel.
Filtering the reports allows you to generate a report according to specific criteria for example if you wanted to find out how many items you sold between specific dates you can use the “Date Sold” filter and set the start and finish date of the report. There are also filters for stock on hand, cashiers, categories, department plus a lot more.
Reporting features in RMS include:
• Preview, print, or export data in multiple formats.
• Filter, hide, sort, and group data the way you want.
• Add your logo for formal reports.
• Drill down to modify the database directly from reports.
• View and print daily sales graphs and journals from any register.
• Preview, search, and print journals by register, batch, and/or receipt number.
• Print X, Z, and ZZ reports.
• Adjust report headers/columns on screen.
• Quickly drill down from summary reports to detailed reports.
• ”Memorize” report settings.
I am attaching a youtube demo of Microsoft’s Retail Management System Reporting, if you have any queries post back
