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Oracle® Retail Store Inventory Management User Guide
Release 14.1
E53429-01
Index
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Contents
List of Figures
Title and Copyright Information
Send Us Your Comments
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