Microsoft Dynamics RMS is a popular retail management system that includes a complete point of sale (POS) solution. Sellercloud is integrated with Microsoft Dynamics RMS, enabling you to sync your online sales management together with transactions from your brick and mortar locations.
The integration operates with Sellercloud as the master hub. It performs the following functions:
- Pulls completed orders, backorders, layaway, and returns into Sellercloud. These orders update aggregate and physical inventory.
- Creates new products, and updates existing products, from Sellercloud to RMS. This ensures that the product is available in RMS for customer checkout.
Sellercloud Support must set up a window service on the PC on which RMS is installed. Specialized product export and order import plugins need to be installed on the Sellercloud server.
The RMS integration also necessitates an FTP for transferring files between Sellercloud and the RMS server. Sellercloud can host your FTP for an additional fee.
Scheduled tasks need to be set up for the export and import to automate the integration.
Microsoft Dynamics RMS Orders
Orders get pulled from RMS into Sellercloud on a scheduled interval. The orders can be filtered using the channel filter “RMS”.
- Orders come in as Charged (Fully Paid), but the payment info is not stored in Sellercloud . Instead, the payment is recorded as a cash payment.
- The OrderSource OrderID is the RMS order number.
- The customer info is generic with the email address “[email protected]”. First and Last name are generic – Walk In Customer.
- Physical inventory gets adjusted immediately, like any shipped order, in the Default Warehouse. Typically, the store inventory is set up as a separate warehouse. Use the Channel Warehouse page (Company Settings > Toolbox > Channel Warehouse) to map the inventory deduction to another warehouse.
Layaways
Layaways are orders that are in stock but put aside until customer pickup. Typically, the customer will not pay until pickup.
Layaway orders are brought into Sellercloud as unpaid order. They are automatically updated when the customer picks up the order.
- Layaways get pulled in to Sellercloud and are categorized as Wholesale orders. This allows the inventory to be reserved without payment.
- When first created, the OrderSource OrderID is the Layaway number in RMS. After the customer picks up the item, the OrderSourceOrderID changes to the RMS Transaction ID.
- When first created, the order is Unpaid and Unshipped. After the customer picks up the item, these statuses update to Charged and Fully Shipped.
Back Orders
RMS backorders function similarly to a Layaway. The order comes into Sellercloud as a wholesale order but with the regular backorder qty on the order. Once the item comes in stock, the backorder qty gets removed. The rest of the process follows that of a layaway as described above.