Migrate from Store Operations to Store Manager

Pre-requisites: Migration from Microsoft Dynamics' Retail Management System Store Operations (RMS SO) to Retail Management Hero Store Manager and POS is only possible if the store's version of RMS SO is 2.0.2000 (Cumulative Update 5) or newer.

Prepare for migration to Store Manager

  • Settle all credit or debit card (ECD) transactions.

  • Run Z reports for every register to close out the registers.

  • Complete all received and partially received purchase orders.

  • Back up the RMS SO database.

  • Install Store Manager and POS.

  • Activate the Store Manager license.

Create the store database

1. In Store Administrator, click Create. The Create Database wizard displays.
2. Click Next.
3. On the Database Size screen:
a. In the Database name field, type a name for your store database.
b. Do not change the Initial Size (MB) field. This just sets the initial size of the store database.
4. Click Next.
5. On the Database Growth screen, do not change any field values. By default, the store database size will automatically increase as required.
6. Click Next.
7. On the Populate Database screen, click the Browse icon and select the RMS SO database backup.
8. Click Next.
9. Click Finish.

Connect to the RMS SO database

1. Start Store Administrator. The shortcut should be available on your desktop.
2. In Store Administrator, click Connect.
3. The Server and Connection information fields should be pre-populated. You do not need to change any field values.
4. If required, type the Password for the SQL server.
5. In the Database field, select the store database.
6. Click Connect.

Configure the database connection

1. In Store Administrator, click Configuration.
2. In the Database field, type the name of the store database.
3. Click Test Database Connection. Click OK to confirm.

Force install tables and confirm that passwords were deleted

1. Back up the database before continuing.

Note: The next step, Force Install Tables, will preserve usernames in the RMS SO database but will delete passwords.

2. In Store Administrator, click Force Install Tables. Click Yes to continue.
3. Click OK to confirm.
4. Click Query.
5. Click New Query.
6. On the SQL tab enter: SELECT NUMBER, PASSWORD FROM CASHIER
7. Click Run.
8. If passwords are still showing in the password column, or the passwords appear encrypted, click New Query.
9. On the SQL tab enter: UPDATE CASHIER SET PASSWORD=’’ where the '' is two single apostrophes.
10. Click Run.

Import orders

For each store:

1. In Store Manager, click Setup.
2. Expand Inventory/Purchasing.
3. Click Import Orders.

Import accounts receivable

For each store:

1. In Store Manager, click Setup.
2. Expand Customer.
3. Expand Accounts Receivable. Store Manager
4. Define the following:
a. Statement Types
b. Reason Codes
c. Payment Terms

Note: Store Manager handles Grace Period in a way you may not expect. If you enter 30, the statement will read NOT DUE for 30 days after the Closing Date. If you enter 0, the balance will be DUE on the Closing Date.

d. Finance Charges
e. Account Managers
f. Account Groups
5. Click Import Customers.
6. Under Import Accounts, from the Default Group select the Account Group.
7. Click Next.
8. Select Account Type or Advanced Filter.
9. Click Next.
10. Click Finish.
11. Click Commit. Click OK to confirm.
12. Click Import Customers.
13. Click Open.
14. Under Import Balances, select the Posting Date.
15. Click Next.
16. Select Account Type or Advanced Filter.
17. Click Next.
18. Click Finish.
19. Click Commit. Click OK to confirm.
20. Restart Store Manager before running the Accounts Receivable Report.

Set up receipt formats

RMS SO receipt formats are not compatible with Store Manager and POS. Use the standard Store Manager receipt templates to create receipt formats and customize them to the store's requirements. Refer to the Setting up receipt formats and Setting up registers topics in the Store Manager Getting Started Guide for more information.