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Utilizing POS & Retail Management Systems
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tom_oa731
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Posted: 16 August 2006 at 8:02pm | IP Logged Quote tom_oa731

Can anyone here aid me with advice for microsoft POS and RMS software?
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tom_oa731
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Posted: 16 August 2006 at 8:21pm | IP Logged Quote tom_oa731

More Specificly, aid in making them work properly.
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JHaefner
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Posted: 17 August 2006 at 9:02am | IP Logged Quote JHaefner

Hi Tom,

I'll try to point you in the right direction but first, I need to understand your situation...

Do you currently own either software program?  Do you have the software installed?

If so, what problems are you having?  Do you need training?  Configuration?

Let me know and I'll try to help.

Jeff Haefner

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hi_from_ca
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Posted: 19 August 2006 at 10:19pm | IP Logged Quote hi_from_ca

Tom -

I sell a competing product to RMS, but I can tell you that regardless of the product your best source for support should be the reseller you purchased it from.  If they can't help you get it working the way you want, find another RMS dealer, there are many of them out there.

 

 



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Harry
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Posted: 01 September 2006 at 1:56pm | IP Logged Quote Harry

We operate a children's boutique and have been using QuickSell 2000 (RMS) for over 5 years.  I have been disappointed since day 1 but cash flow did not allow us to spend more.  I thought when M$ bought Quicksell a few years ago that they would take it to a new level, NOT!  RMS has so many limitations that would require a page of typing.  I EMPHATICALLY DO NOT RECOMMEND MICROSOFT RMS. M$ thinks they have something when they absolutely do not.  We are opening a second, and larger store this November and I will not open the door to that store w/ RMS.  RMS is just as bad as The Retail Solution www.nwns.com

You should consider CAM Commerce's Retail Ice.  It's FREE.  I am leaning toward their Retail Star Solution.

If you can wait until November and still want RMS I will sell you my license.

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microsoft_rms
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Posted: 06 September 2006 at 7:04pm | IP Logged Quote microsoft_rms

Harry,

First, I am sorry to hear about your experience with Quicksell 2000.  But, why have you been using this product for 5 years, and never take the opportunity to upgrade to RMS Store Operations for free?

First, it should be mentioned that you bought a product that is not under the Microsoft Retail Management System (RMS) product line.  You purchased an entry level piece of software that was destined for removal from the market.

Microsoft made the purchase of Sales Management Systems (SMS), the original developer of Qucksell 2000, Quicksell Commerce, and Quicksell Headquarters with the intent on further developing the Retail Management suite of software.  And, they did just that.

Quicksell Commerce was upgraded and renamed RMS Store Operations.  Quicksell Headquarters was upgraded and renamed RMS Headquarters.

Microsoft removed the Quicksell 2000 product from their product offering, becuase it was never developed as a serious POS & Inventory Control System by the previous developer, SMS.  It lacked ease of use and serious features all retailers should have in a system.

I am very surprised to hear of a retailer suggest that Retail ICE is their best bet.  A simple feature comparison will show the lack of growth and features this product offers.  However, this may be a decent product for someone looking to replace a cash register in a mom and pop shop without any future growth needs (adding additional stores and providing central management), handling service efficiently (work order customization & associated report capabilities), advanced accounting integration, security features, handling accounts payables, ***offline mode*** (allowing a register to handles sales transactions when a network or server problem inhibits communication with the server, using weighed items, and many more.

One of serious issues with many software packages is the lack of market penetration, which equates to a lack of R&D investment.  This typically means that you find products that are still running on Visual Fox Pro, Pervasive, Btrieve, Access, FileMaker Pro, or any number of other proprietary database formats.

Again, I am sorry to hear of your poor experience.  Many times this is due to working with a reseller or partner who provides you with little support or knowledgeable guidance.  Regardless, every retailer deserves to find the right product, and more importantly the right supporting team to train and guide them with using the product.

Best of luck with your new venture and adding an additional store.
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Harry
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Posted: 06 September 2006 at 8:23pm | IP Logged Quote Harry

This is a response to the M$ reply posted September 2006. 

I am running RMS and have been for over a year.  The product is lacking most every user friendly feature.  BTW the upgrade from QS 2000 to RMS IS NOT FREE! The upgrade cost  from QS to RMS was $424.  M$ has not improved much, what they really took from the purchase of QS 2000 was a database of customers who they hoped would upgrade and continue to work with RMS.

I only mentioned Retail ICE because it is FREE and would be better that a plain cash register.  There are SOOOOO many more options than RMS Tom.  Consider QuickBooks POS for crying-out-loud, but DO NOT BUY MICROSOFT RMS.

 

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microsoft_rms
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Posted: 06 September 2006 at 8:58pm | IP Logged Quote microsoft_rms

Hi Harry...

OK, so you are running RMS Store Operations for over a year.  Previously you mention running RMS for 5 years.  Quicksell 2000 was an "end of life" and stand alone product and was truly never under the Microsoft RMS umbrella.  It's unfortunate you could not purchase Store Operations 5 years ago, since the retail price difference was only a few hundred dollars ($700 vs. $1000 give or take based on who you buy from).  It appears your reseller/partner possibly steered you wrong.

Your upgrade should have been free too.  We've provided it to many retailers at no charge...fully authorized by Microsoft to do so.  Again, you may have been steered wrong.

The improvements over Quicksell 2000 are dramatic when compared to RMS Store Operations.  It is truly a night a day difference.  And, it should be noted that Quicksell 2000 was never replaced with Store Operations.  The two have always been different products and always in different classes.  It's like comparing apples to oranges.

Many users in this forum are quite sophisticated, and I am sure they would appreciate and exect supporting details of issues.

Finally, the retailers who buy into Microsoft RMS Store Operations and Headquarters are buying into a product that offers them great scalability/growth and assurance that its development will continue, unlike many of the POS developers who seem to fall by thw wayside.

One of the very nice things about this forum and what Jeff has done is providing retailers the ability to see comparisons* of POS products, which is always necessary.  Because recommending RMS Store Operations to a Hair Salon will not make them happy.  Recommending Quickbooks POS to someone requiring advanced reporting, the need to issue store credit, or the ability to use their own bank for merchant processing would be ubsurd.

You must take a very sincere interest in determining your needs, and then finding the correct product from the proper reseller or partner.


* In regards to the POS Comparison sheets it should be understood that it is not 100% accurate, and in many cases resellers/partners of product provide modules and plugins at no additional cost.
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JHaefner
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Posted: 09 September 2006 at 8:12pm | IP Logged Quote JHaefner

This is a very interesting controversy and topic…

 

As an unbiased third party consultant, I would like to debunk a few myths regarding the controversy of Microsoft RMS:

 

Fact 1:  Microsoft RMS has been used successfully by many, many retailers.  And these retailers have boosted profits nicely and received large return on their investments.   This is a proven fact.

 

Fact 2:  A large number of retailers are rightfully very unhappy with their purchase of Microsoft RMS.  They have had horrible experiences and most likely lost significant time and money as a result.  You just read a perfect example above.

 

So how can both of these statements be true?  Why are some people very happy and why do some people hate RMS?

 

The vastly different results with the same product might sound strange and be surprising to many.  But it’s actually very common and I run into this type of thing all the time.

 

The different results happen for several very important reasons, which can be important lessons for other retailers…

 

Here are just a couple very common reasons that Microsoft RMS can turn into a huge mistake:

 

Reason 1 – Microsoft RMS has some really great benefits and features.  But at the same time, it has some serious limitations for certain types of retailers.  All POS systems have pros and cons.  And all POS systems work good for certain retailers and work not-so-good for others.  Bottom line, Microsoft RMS is NOT a good fit for everyone.  It depends on the size of business, merchandise sold, business needs, etc, etc…

 

Reason 2 – Microsoft RMS can be ruined by bad VARs (value added resellers)!!!

 

Microsoft has a large number of VARs spread all over the country that distribute and support their POS software.  Some VARs are horrible!  And some VARs are great!  The VAR you choose can dramatically effect how much you like the product.  If the VAR sets up the software wrong, or doesn’t understand your business well, or doesn’t give you good training, or doesn’t give you professional support when you need help…  then there’s a good chance you’ll hate the software.

 

The POS software VAR can be the difference between a very profitable success and a very expensive mistake!

 

Reason 3 – Hardware.  I’ve seen many cases when strange hardware glitches cause POS software to run erratically.  For example, I’ve seen flaky network cards in workstations cause errors and data corruptions.  Often times the POS software is blamed when, in fact, the hardware is causing problems.  The actual problem can be configuration issues, server issues, and a variety of things.  This goes back to the importance of having a good VAR that can logically diagnose and solve these problems for you.

 

Reason 4 – Different personalities.  It’s odd, but some people think Microsoft RMS is really easy to use.  And some think it’s cumbersome and very difficult to use.  Not to mention, people have different expectations depending on what they’ve used in the past.  For example, some people are comfortable with POS software they used for 5 years at a department store.  And once they use something different, they become frustrated because it doesn’t work the way they would expect it to work.  Human beings have different experiences, preferences, and personalities.  They are simply different. 

 

These are just a couple reasons.  There are more things to consider and mistakes to avoid, but this is a good story for everyone to learn from. 

 

I'm glad both parties shared their comments and in all reality, both conflicting views are mostly right!  J

 

By the way, if you have any comments, experiences, or opinions about this topic, please post your thoughts on this thread.

 

To your success!

 

Jeff Haefner



Edited by JHaefner on 11 September 2006 at 4:51pm
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pleduc
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Posted: 12 September 2006 at 6:43am | IP Logged Quote pleduc

Hello Gentelemen,

I have been following this discussion and i have to add some things that I think are pertinent. About 2 years ago I was looking for a POS for my C-store. i have to say that i looked at RMS.

When people think of Microsoft, what they have done in software over the years with Office or XP they think of the big name and how easy they made things over the years you then expect the product to be up to par, well it is still far from it.

When I started this painful research, I discovered it because of Savers. We all know savers (value village) and their 200 + stores accross north America. they do simple business, nothing complicated, basic discounts, no scale, no scanner etc.. so nothing really complicated, they I hear that then million dollars contract, Savers pulled out of it. Microsoft was not able to offer Savers what they were looking for.

Now this is Microsoft direct, not a reseller. So I have learned over the years about a a good and a bad VAR beleive me but when the microsoft head office also in Washington was not able to pull that off with basic operation, i really doubt the effectiveness of the software...

I decided to go using Symphony, a product distributed by Toshiba TEC. for about 1200$ for the back office, the POS software is bundled in the POS hardware, I did not go wrong.

Jeff, i really beleive you should investigate this software more, it is not on your list but i really beleive it should.

I did many mistakes in my decisions about POS software but this one is not the simplist but the most comprehensive and flexible software i saw.

And here are my two cents on this topic.

Good reading.

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rptfire
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Posted: 12 September 2006 at 9:16am | IP Logged Quote rptfire

We just began our 4th year on RMS
While most of our problems came from lack of training and understanding We are more pleased with RMS each month While this product is not cheap People would be well served to spend money on training and not just software We have dozens of stores and do millions of dollars Training was our biggest enemy - and we were the cause.

Ron



Edited by rptfire on 12 September 2006 at 10:20am
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FineFabrics
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Posted: 12 September 2006 at 9:56am | IP Logged Quote FineFabrics

Thank you for being here. I just discovered this forum thanks to the emails I receive from Jeff Haefner. I opened a retail store just over 2 years ago. The IT guy that works with us in other businesses sourced MRS for our store. We purchased the system from a reputable on-line retailer that specializes in POS systems. There were some bugs in set-up -- to be expected -- and the each time I contacted them for support I was advised I did not purchase the support and training from them. I was able to coax minimal support out of them by insisting that the issues were within the purview of set up, but otherwise I was on my own or should contact Microsoft directly.

From Microsoft I received email replies insisting that I needed to register with some sort of log in provided through their sales department, but no one -- at Microsoft or my retailer -- could give me information on what this was or who I might contact for it. Then the customary follow up closing my inquiry would be received. I'd send back a message requesting that they keep my inquiry open and reiterate the question, and then I'd get the survey with closure of my inquiry.

The caveat was that I did pay for training, support and upgrades for 1-year, but neither the retailer nor Microsoft honored the contract. Lack of support has been my biggest gripe with the system.

That being said, I've stumbled through using the system at only minimal capacity and greatly appreciate finding this forum. I'd like to use it to better capacity and we'll see if some of my questions can be answered here.


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djohnson
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Posted: 12 September 2006 at 10:17am | IP Logged Quote djohnson

We are resellers of RMS and Retail Pro -- just to make things clear and above board!

1) Not all software is good for all situations. The person selling you the software should not try and put a square peg in a round hole. RMS, as supplied by Microsoft, in a situation where sizes and colors are required, is NOT a good solution. Adding a new size or color to a size matrix is very clumsy. We will not recommend RMS in that situation. Retail Pro, on the other hand, was designed from the beginning for apparel -- single or multiple stores.

2) Your reseller can be your best friend, if you pick a good one -- or your worst enemy. The reseller's responsibility is to help you make your system work. Your responsibility is to communicate desires and questions to the reseller BEFORE you make the purchase -- and also to keep the lines of communication open after the purchase. We spend a lot of time before the purchase working with the prospective client to find out what the needs are and to set realistic expectations.  Part of every purchase is an adequate amount of training. Installing a system to manage your business is not a trivial task -- and when you embark on that project, you need a counselor and friend to help you.

Part of your purchase budget should be adequate hours to help you define your business, and set up the system so that it meets your requirements, and train you and your personnel to effectively use the software.

 



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microsoft_rms
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Posted: 12 September 2006 at 10:49am | IP Logged Quote microsoft_rms

Consider the fact of how unfair it is for a reseller to make comments on a product, RMS, Retail Pro, or any other, when they are offering multiple POS solutions to their clients.

In our experience, we have seen that these resellers are rarely an expert on all systems they provide.

For instance, while Dave's Company may have experts within it who may provide fantastic pre-sales assistance, service, and support, there seems to be a lacking of RMS knowledge.

**In the past**, RMS did have a cumbersome means of adding items into an already predefined matrix, however, since the last revision it has been simplified...dramatically.  Simply copy another item in the matrix to retain all the pertinent information (supplier, cost, price, department, sub-department, tax, description, restock/re-order points, etc), change the size and color, the ILC, and save it.  Repeat as necessary, and then open the Matrix properties and add the items to it.

There are always many little tips and tricks to RMS that most partners/resellers do not know or understand if they do not allocate sufficient time to using the product.

BTW...we were an RTI (Retail Pro) partner, but left the relationship to offer a Microsoft product with more resources, and a higher level of dedicaton to Research & Development.  (our own oppinion)



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Mich408
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Posted: 12 September 2006 at 11:17am | IP Logged Quote Mich408

I just want to throw my two cents in. I bought Quicksell 2000 four years ago and upgraded to RMS one year ago.  Someone stated in an earlier post that the upgrade is free. This is 100% not true. I called Microsoft Biz Solutions directly about getting an upgrade and was directed to a licensed reseller, Advanced Retail Mgmt. I was quoted (and ended up purchasing) the upgrade for $436. I called three other online retailers of RMS and was quoted the same price. Support was available from the reseller at $95 per incident. The most difficult part of the upgrade which consumed about 2 full days of troubleshooting was getting PC Charge to work properly with RMS. At the end of three full days of installation it was explained to me that my version of PC Charge was not compatible with RMS. This took an upgrade to PC Charge Payment Server which was another $300. After that more than several days were spent getting the templates for receipts, etc. in the correct form. Microsoft tells you that all of these templates are available for easy download. They are not. You have to purchase a years subscription to Customer Source from Microsoft. My advice to anyone considering making the move to RMS: make sure you have someone who is very technically advanced helping you through the process. Make sure they have plenty of time. Make sure they have plenty of patience. Make sure you have plenty of money to pay for all of the support and upgrades. Make sure you both have plenty of Valium.

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microsoft_rms
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Posted: 12 September 2006 at 12:02pm | IP Logged Quote microsoft_rms

It's quite unfortunate that you were forced to pay for the upgrade.  We've provided the upgrade without charge to many retailers.

RMS is a product that should not be installed and configured without an RMS Partner.  An upgrade should most certainly not be performed without an RMS Partner.

And, when you select a Partner check the references thoroughly.  We provide 12+ references at a time for our prospects.  And, each reference is geared towards the work the prospect/retailer requires.

In the case of upgrading your system, ensure that you speak with other retailers who used that Partner for upgrading their system.  And, speak to as many as possible.



*****


In regards to Customer Source, yes Microsoft charges 18% of the price of your software.  So, for ~$200 (for a single lane license) you are gaining access to all the patches, updates (major or minor), knowledgebase, support forums, and much more.  And, for very little money.

You will have complete instructions on how to address hundreds of scenarios, how to upgrade your system, install patches, download and install new reports, etc.  And, you can do this all on your own.  If you can read, use a mouse, and know how to use Windows Explorer to locate files, you should be able to use Customer Source for minor support on your system.

One should not complain about the cost of Customer Source, since it will cost nearly as much for a few hours of assistance from a partner.  Customer Source should be viewed as your dedicated, educated, certified, RMS Consultant.

In the situation of Mich408, he would have found instructions on the upgrade process.  Then he should have researched PC-Charge and found not only the requirements for Store Operations, but instructions on how to set it up.  Then, he would have found access to any receipt template, and instructions on how to dowload them and assign them to the register.

Mich408's Partner should have proposed the option that they (the partner) only be responsible for upgrading the database and performing the actual software installation.  Then, Mich408 would have had access to all the resources he needed to complete the work for a fraction of the cost.

Again, it is always necessary to ensure you are working with a good partner, who is concerned about your retail business, and who can provide you with options for any project.

*******

Finally, I see a common thread in many retailers who complain about RMS...

1) They want the product and service at a discounted price, so they shop it around incorrectly.  Instead of looking for the right partner and the right product, they are overly concerned with the best cost, which is not necessarily the right cost.

2) They feel as though they are qualified to perform installations and other services on their own, and then when hitting brick walls reach out to the Partner for assistance (costing more), or simply complain about the software itself.  Their is a reason why POS installers are certified on their products.

3) The retailer does not have the proper staff in place for training day, and therefore a left to teach future employees the details he/she retained from training.  And, with even the best students, those retained details are rarely complete.

4) Due diligence is never performed with the partner/reseller, and they are left with a partner who is NOT RETAIL SAVVY.  You are not buying a computer, you are buying a retail management system, and your partner should have a VERY, VERY GOOD understanding of retail...in particular your retail business.

The list goes on, but these are the top items.

4)


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bolojak
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Posted: 13 September 2006 at 10:04pm | IP Logged Quote bolojak

There are some important criteria to consider, some of them already mentioned.

 

Ones mentioned were:

1. Good VAR partner

2. Solid understanding of business needs and making decision based on operations requirements.

You have to get as specific in your needs as possible, and the honest and competent VAR will let you know if there are shortfalls with respect to your requirements.  I have actually advised people against

I don't agree that Retail Pro is better for the garment industry.  It has no built in maintenance of inventory, and it's matrix builder is not as intuitive as its exhorbitant license fees suggest.  It is also too expensive for its capabilities.

RMS does have add-ons, particularly by DRS, that address the Matrix needs.  RMS does have add-ons to facilitate the Purchasing process.  RMS out of the box is not a fit for many retailers, but RMS CAN be made a good fit by a good VAR who knows how to package the product properly.

CAM is the easiest to operate for apparel vendors, but there are limitations there as well.

There are many other considerations, and one that comes up often is accounting integration.  To what level do you want integration.  We sell a package that sits on top of the accounting software and uses that as its inventory and purchasing backend: e.g. It hooks into QB better than QBPOS iteslf (which does not hok into QB, ironically, which is something to consider).  It provides a robust front end.   Not all retailers want this, however, due to limitations put on the front end Retail software by the accounting packages DB restrictions.   Also, some retailers like the idea of limiting access to information and using a more granular security policy, and RMS does give you that out of the box. 

This topic can go on, but my best advice for retailers would be to 1) know what you want very well, and 2) seek out good resellers and trust your instincts in measuring their honesty and competence. 

Respectfully,

J

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Harry
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Posted: 15 September 2006 at 8:52pm | IP Logged Quote Harry

Mich408, I have a maintenance plan with RMS and access to Customer Source.  Send me a PM with what you would like and I will it to you FREE. 

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SSAZ
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Posted: 16 September 2006 at 10:32am | IP Logged Quote SSAZ

We have been using RMS for about 2 years now.  When we originally researched the RMS software, we were quite pleased with its features and capabilities as explained by the only VAR we were able to find in our area.

We moved forward with the VAR and RMS.  We quickly found that it did not have many of the features that the VAR had claimed RMS was capable of.  We also quickly realized that RMS is greatly lacking and not very intuitive or user friendly.  Processes which should be built into any retail software are missing or 'in development'.  And worse, the data provided in reports by RMS is often incorrect, as has also been verified by others I have spoken with.

We have found that many other retail applications are also greatly lacking in usable and user friendly features that assist in efficiently operating a retail business.  There does not seem to be any application out there that is truly up to the task, without tremendous modification, of handling large single point or multiple point retail stores.

So, in the end, we wish that we had gone with something other than RMS.  Anyone looking at the any software available today should realize that they all have tremendous limitations, no matter what any VAR tells you.  And we do agree that the right VAR will certainly make a tremendous difference in your satisfaction with the software.  Maybe a change of one or the other is in order...........



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Syed Moiz
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Posted: 17 September 2006 at 5:28am | IP Logged Quote Syed Moiz

We had been working to select best POS solution for our company, we are into retail pharmacy business with our pharmacies and warehouses spread through out the kingdom. our project approach was to get top three evaluated solutions for a five days pilot exercise where in the vendors are given the closed pharmacy with inventory data on a PDT. From here on they are advised to import data on to the POS back Office and Start Pilot phase. business reports and functionalities desired at pilot phase are key elements of our expectations from system.

After 4 months long exercise of POS vendor selection, three vendors have qualified for Pilot Phase and they are ActiveRetail (UCS- South Africa), MS-RMS, Retek (Oracle). Both MS-RMS and ActiveRetail have performed very well in pilot phase and delivered the desired output. As Oracle was unable to find a suitable implementor they declined to participate in pilot phase.

From my experience of POS solution selection i can summarize that any POS solution will not deliver 100%, at the end of day selection must take into consideration.

  1. Business requirements fulfillment.
  2. Implementation Expertise with VAR.
  3. Implementation Methodology and Approach.
  4. Phased Solution RollOut.
  5. Training.
  6. Superior Quality Hardware.
  7. Expertise to Monitor Project deliverables.

Making a implementation sucess is a team work and never a solution has drawback its whether fulfills existing and future business requirements or not is to be scoped and addressed with right technical expertise because this is the point from where project leads to sucess or Failure.

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