> For the complete documentation index, see [llms.txt](https://docs.rmhpos.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rmhpos.com/installation/migrate-from-rms-to-rmh/migration-so-to-sm.md).

# Migrate from Store Operations to Store Manager

{% hint style="info" %}
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.
{% endhint %}

## **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:
   1. In the **Database name** field, type a name for your store database.
   2. 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. In **Store Administrator**, click **Connect**.
2. The **Server** and **Connection information** fields should be pre-populated. You do not need to change any field values.
3. If required, type the **Password** for the SQL server.
4. In the **Database** field, select the store database.
5. 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.

{% hint style="warning" %}
The next step, Force Install Tables, will preserve usernames in the RMS SO database but will delete passwords.
{% endhint %}

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**.

If passwords are still showing in the **password** column, or the passwords appear encrypted:

1. Click **New Query**.
2. On the **SQL** tab enter: `UPDATE CASHIER SET PASSWORD=’’` where the `''` is two single apostrophes.
3. 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**.
4. Define the following:
   1. Statement Types
   2. Reason Codes
   3. Payment Terms
   4. Finance Charges
   5. Account Managers
   6. Account Groups
5. Click **Import Customers**.
6. Under **Import Accounts**, from the **Default Group**, select **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.


---

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