Contents

List of Figures

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Preface

• Audience
• Documentation Accessibility
• Customer Support
• Improved Process for Oracle Retail Documentation Corrections
• Oracle Retail Documentation on the Oracle Technology Network
• Conventions

1 Oracle Retail Store Inventory Management

2 Using SIM

• Log In, Log Out, and Exit SIM
  • Log In to SIM
  • Log Out of SIM
  • Exit SIM
• Select a SIM Store
• Change Your SIM Password
• Use Standard SIM Interface Controls
  • SIM Status Display
  • Use a Drop-Down List to Select Field Values
  • Select Multiple Options from a List
  • Use Standard SIM Buttons
  • Use the Calendar to Select a Date
  • Edit Text for Long Text Fields
  • Use Navigation and Shortcut Keys
    • Field Navigation Keys
    • Button Shortcut Keys
• Jump to Another Functional Area Using Quick Jump
• Scan an Item (Scanner Button)
• Access Online Help
  • Help Tabs
  • Help Navigation
• Set User Preferences
  • Set Table View Preferences
    • Set Text Size (Size Content)
    • Set Gridline Display
    • View or Change Text Size and Gridlines Settings
    • Control Which Columns Are Displayed
    • Sort a Table by One Column
    • Sort a Table by Multiple Columns
  • Select a Display Theme
• Print or View SIM Reports and Other Output
• View Client Information
• Configure Client Logging

3 Product Groups

• Product Group Types
• Counting Methods for Stock Counts
• Filter the Product Group List
• Create a Product Group
  • Enter Product Group Detail
  • Enter Ticketing Detail
  • Enter Item Request Detail
  • Enter Replenishment Detail
  • Enter Wastage Detail
  • Enter Stock Count Detail
  • Define Product Group Components
• Edit a Product Group
• Delete a Product Group
• Product Group Size Limits
  • Automatic Breakdown of Large Product Groups
  • Child Descriptions
  • Example

4 Product Group Scheduler

• Filter the Product Group Schedule List
• Create a Product Group Schedule
• Edit a Product Group Schedule
• Delete a Product Group Schedule

5 Unique Identification Numbers (UIN)

• Set Up UIN Attributes
• UIN Resolution List
  • Filter the UIN Resolution List
  • View History and Update UIN Status
  • Mark UIN Exceptions Resolved
• Updating UINs
• Item Lookup by UIN

6 Security

• User Maintenance
  • Filter the User List
  • Create a New User
    • Assign a User Password
    • Assign Stores to a User
    • Assign Roles to a User
    • Copy Assignments from Another User
  • Update a User
  • Delete a User
• Mass Assign Stores
• Mass Assign Roles
• Role Maintenance
  • Filter the Role List
  • Create a New Role
  • Edit or View an Existing Role
  • Delete a Role
• Password Configuration

7 Technical Maintenance

• Configure the User Interface
  • Create a Theme
  • Customize Interface Fonts
    • Change Fonts
    • Reset Fonts
    • Apply a Universal Font Setting
  • Customize Interface Colors
    • Change Colors
    • Reset Colors
  • Customize Interface Icons
    • Change Icons
    • Reset Icons
  • Activate or Deactivate a Theme
  • Modify Translations
  • Create New Translations
• Polling Timers
  • Stop or Start an MPS Working Type
  • Refresh the MPS Working Type List Display
  • Configure a MPS Working Type
• MPS Staged Messages
  • Filter the MPS Staged Message Lookup List
  • View and Edit MSP Staged Messages
  • Delete MPS Staged Messages
  • Refresh the MPS Staged Message Lookup List
  • Reset MPS Staged Messages

8 Setup/Print Setup

• SIM Stores
  • Add or Remove Buddy Stores
  • Auto-Receive Stores
  • SIM Managed Stores
• Store Administration
• Store Defaults Administration
• System Administration
• Inventory Adjustment Reason Maintenance
  • Add an Inventory Adjustment Reason Code
  • Edit an Inventory Adjustment Reason Code
  • Delete Inventory Adjustment Reason Codes
• Return Reason Maintenance
  • Add a Return Reason Code
  • Edit a Return Reason Code
  • Delete Inventory Adjustment Reason Codes
• Tolerances
  • Customer Order Picking Tolerances
  • Set Tolerances for Ad Hoc Stock Counts and Customer Order Picking
• Extended Attributes Setup
  • Attributes Setup
  • Assign Attributes
• Print Setup
  • Change Printer Properties
  • Delete a Printer
  • Print Formats
  • Add a Format
  • Change a Format
  • Delete a Format
  • Hierarchy Format
    • Add a Hierarchy Format Assignment
    • Change a Hierarchy Format Assignment
    • Delete a Hierarchy Format Assignment
  • UDA Print Setup
    • Select the UDAs to List
    • Specify Whether Tickets or Labels Are Printed Automatically
  • Add a Printer

9 Direct Deliveries

• Filter the Direct Delivery List Window
• Create a Delivery for an Existing Purchase Order
• Create a Delivery Without a Purchase Order
  • Enter Extended Attributes
• Adjust a Delivery
• Reject a Delivery
• Update the UINs for a Delivery
• Print a Delivery Receipt

10 Warehouse Deliveries

• Filter the Warehouse Delivery List
• Receive Shipments, Containers, or Cases from a Warehouse
• Update UINs for a Delivery
• Print a Warehouse Delivery Report

11 Transfers

• Filter the Transfer List
• Look Up a Promotion
• Create or Edit a Transfer Request
• Respond to a Transfer Request
  • Accept a Transfer Request Without Changes
  • Accept a Transfer Request With Changes
  • Reject a Transfer Request
  • Set Default Quantities
  • View Transfer Information
• Create, Edit, or Dispatch a Transfer
• Dispatch an In-Progress Transfer
• Receive a Transfer
• Update UINs for a Transfer
• View a Transfer or Transfer Request
• Print a Transfer or Transfer Request
• Print a Bill of Lading
• Delete a Transfer or Transfer Request

12 Returns

• Filter the Return List
• Look Up a Promotion
• Create a Return
• Update UINs for a Return
• Edit or View a Return
• Dispatch a Return
• Print a Return Report
• Print a Bill of Lading
• Delete a Return

13 Inventory Adjustments

• Filter the Inventory Adjustment List
• Create an Inventory Adjustment Template
• Create a Template
• Edit a Template
• Delete a Template
• Create an Inventory Adjustment
• Enter UINs for an Inventory Adjustment
• Edit an In-Progress Inventory Adjustment
• Print an Inventory Adjustment Report

14 Sequencing

• Add a Location
• Edit a Location
• Delete Locations
• Look Up Location Details for an Item
• Add a Location for an Item
• Edit Location Information for an Item
• Delete Locations for an Item
• Assign Unassigned Items to a Location
  • Filter the No Location List
• Add an Item to a Location
• Edit Items at a Location
• Delete Items from a Location
• Print Shelf Edge Labels

15 Stock Counts

• Using the Stock Counts Interface
  • Stock Count List Window
  • Child Stock Count List Window
  • Stock Count Detail Window
  • Stock Re-Count Detail Window
  • Stock Count Authorization Window
  • Enter Extended Attributes
• View Count Detail
• Filter the Stock Count List
• View Future Stock Counts
• Print or Export a Stock Count Report
  • Stock Count Detail Report
  • Stock Count Extraction Report
• Execute a Stock Count
• Take a Snapshot
  • When Snapshots Are Taken
  • Take the Count Snapshot
  • Snapshots for Recounts
  • Unique Identification Numbers (UIN) Status on Snapshots
• View Product Group Details
• Enter Stock Count Results
• Enter Recount Results
• Update UINs for a Count
• Complete a Child Stock Count
• Authorize a Stock Count
  • Update Authorized Quantities Manually
  • Filter the Stock Count Authorization List
  • Other Methods to Update Authorized Quantities
  • Update UINs before Authorizing
• View and Update Rejected Items
  • Reasons for Rejection
  • View and Update Rejected Items
• Delete Stock Counts
• Stock Count Status
  • Stages and Statuses
  • Actions That Change Stock Count Type and Status
    • Master Stock Counts
    • Child Stock Counts

16 Shelf Replenishment

• Filter the Shelf Replenishment List
• Create a Shelf Replenishment List
• Enter Shelf Replenishment List Quantities
• Substitute an Item for Shelf Replenishment
• Print a Shelf Replenishment List Report
• Delete a Pending Shelf Replenishment List

17 Item Requests

• Filter the Item Request List
• Request an Item
• Edit an Item Request
• Delete Item Requests

18 Price Changes

• Filter the Price Change List
• Create a Price Change Request
• Edit a Price Change

19 Item Tickets

• Filter the Item Ticket List
• Print Tickets
  • Item Ticket Detail
  • Update Tickets
  • Update Ticket Format
  • Refresh Ticket Quantity
  • Delete Tickets
• Item Ticket Batch List Window
  • Filter the Item Ticket Batch List
  • Print Tickets
  • Create Ticket Batch
  • Update Ticket Batch
  • Update Ticket Format
  • Refresh the Ticket Quantity
  • Delete Ticket Batches
  • Item Ticket Batch Detail - Manual
• Create Tickets
• Select UINs
• Additional Attributes Entry
• Print Tickets for Auto-Generated SNs
  • Session Printer Setup
  • Reports

20 Store Orders

• Filter the Store Orders List
• Create a Store Order
• View Item Details
  • Look Up Item Deals
  • View Item Orders
  • View Item Sales
• View or Edit a Store Order
• Approve a Store Order
• Cancel a Store Order
• Print a Store Order Report

21 Lookups

• View Customer Orders
• Item Lookup
  • View Primary Supplier Details
  • View the Number of Component Items in Each Pack (Pack Items Only)
  • View the Pack Items for a Component Item
  • View the Non-Sellable Inventory
  • View Inventory Available in Buddy Stores (Stock Locator)
  • View Current Pricing Information
  • View Related Items
  • View UDA Detail
  • View UIN Detail
    • View History and Update UIN Status
    • Print Tickets
  • View Item Images
  • Print an Item Report
• Supplier Lookup
• Container Lookup
• Finisher Lookup
• Transaction History
  • View a Transaction History

22 Customer Order Management

• Filter the Customer Order Management List
• View a Customer Order
• Create a Customer Order Pick List
• Delete a Customer Order Pick List
• Print a Customer Order Pick List
• Create a Customer Order Pick List
• Enter Pick Details
• Substitute an Item for Customer Order Pick
• Confirm a Customer Order Pick
• Create a Customer Order Delivery
• Create a Reverse Pick

Index