Best Practice for an install

If you have a way to export your items, customers and suppliers from all stores, do so. Combine them to create master lists for all three. Import all three lists into a Store Operations database - this will become the template for your HQ database.

You may have to import several times before you get it right - the supplier and item tables are kind of co-dependent. If you import an item with supplier Acme Co. and import the supplier as Acme Corp., you will end up with double entries on the supplier table.

Seecurity. There is supposed to be a way to use an existing SO db as a template for security settings (and more) but I have yet to successfully perform this task.

I'm on the One Store at a Time plan. Once I get one store up and running, I add another store. Rinse & repeat. For multiple simultaneous deployment, you will need help.

It's the gathering and combining of the items, supplier and customers that is the trickiest. You need those lists to be as complete and accurate as possible before you import the data.

I am sure that others will have more (and probably better) advice.

Tom

"Damien" wrote:

When we went live, it was with 33 locations that we converted in 2 months time. I think it is critical to have a functional roll-out plan. We timed and staged everything. My part began with creating the Store Ops Template (the one all other stores would be cloned from). I formatted this with all of the parameters I wanted to see, including security levels, Cashier template (manager, associate, admin), Custom receipts/reports, everything.

Once the systems are prepped and ready for RMS we sync them with our HQ via a Worksheet 101: Synchronize New Store.

We actually began the entire process by building our HQ Manager first. I gathered item information from our QB POS systems, and hand created our Items Database of 40,000 line items. I could not import the data. Then it all stemmed out from there.

Good luck with your set up!!!

This may be a silly question but i am seeking advice on the best practice on an install of RMS with HQ and multi-stores running SO has any of you guys got a template that you work by to be more efficent in the deployment and set up of such an operation. Have you got a check list that you work by before beginning such an install. i am new to RMS and am currently taking on such a job well i really have started but everything seems to be going wrong. I could do with a check list to run with so that everything runs smoother. can anybody help i have installed single stores with no real issues but i still feel i need more structure in my deployment. thanks in advance Damien

you can e-mail me on snipped-for-privacy@hotmail.com

The HQ Best Practices Guide is located at:

I would try to find a partner that would do the installation that knows the product and has done multi stores before. It is not easy to learn and harder to do than meets the eye. Every business is in some respect unique and requires a careful study to determine the best method to deploy/train systems like this. I don't think you can get that kind of knowledge from printed manuals, it is seat of the pants on some occasions! Tally ho! mt

I would try to find a partner that would do the installation that knows the product and has done multi stores before. It is not easy to learn and harder to do than meets the eye. Every business is in some respect unique and requires a careful study to determine the best method to deploy/train systems like this. I don't think you can get that kind of knowledge from printed manuals, it is seat of the pants on some occasions! Tally ho! mt