| Oracle® Retail Back Office User Guide Release 14.1 E54470-01 |
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Oracle Retail Back Office provides a means of accessing, maintaining, and monitoring store business. The general Oracle Retail Back Office user is a store manager, assistant manager, or system administrator. Occasionally, store employees may have access to time maintenance functions. From a single server in the store, you can access and manage employee status and roles, items, pricing, and store transactions. You can also perform basic store operations such as opening and reconciling tills, adding items, and applying price promotions.
This chapter provides an introduction to Oracle Retail Back Office, including navigational tools, screen region functions, and an overview of the Oracle Retail Back Office features, which enables you to successfully access and manage store operations.
The following topics are discussed:
This section explains how to start Oracle Retail Back Office, log in, and log out.
To access Oracle Retail Back Office, open a browser by double clicking the browser icon on your desktop. To access the login screen, enter the URL for your Oracle Retail Back Office web page into the browser address bar:
https://<hostname>:<portnumber>/backoffice
You must log in to Oracle Retail Back Office before any of the functions can be accessed. Logging in is done from the login screen that appears when Oracle Retail Back Office is launched.
Enter your user ID and password on the login screen and click Login.
For information on how passwords are handled by Oracle Retail Back Office, see "Passwords".
If you entered a temporary password or a password that has expired, the Change Password screen is displayed. You must change your password before you can access the application.
After entering a valid user ID and password, the Dashboard is displayed.
The Dashboard is displayed after logging in or when you click the Home tab. The screen enables you to access the features of Oracle Retail Back Office to which you have security access and to change your password.
To change your password:
On the Dashboard, click the Change Password left navigation link. The Change Password screen is displayed.
Enter your current password.
Enter your new password.
Enter your new password again to confirm the change.
Click Update. The Password Change Successful screen is displayed.
Click Enter.
This section provides an introduction to the application screen.
The following figure shows the parts of the application screen.
The subtabs appear below the main tabs when a main tab is clicked. The subtabs that appear correspond to the chosen tab. For example, clicking the Employee tab displays employee-related subtabs.
The left navigation links appear or change when a subtab is clicked. The left navigation links enables you to choose a specific function within that subtab. For example, clicking the Time Maintenance subtab under the Employee tab displays a new screen and the left navigation links specific to that subtab. You can click one of the left navigation links to perform that specific function.
You can view or perform tasks in the content window; for example, add employees, create price promotions, or running a report. You can perform these tasks by entering information into a field, choosing an item from a menu, or selecting a check box. These functions allow for easy updates or changes to information.
The action buttons and links in the content window aid you in performing tasks in the content window. The action buttons and links, if available, provide you with multiple options for each screen.
These links are available on every screen. The links provide access to the following functionality:
Use the Help link to get information about the screen being displayed. When you click Help, a separate window opens to display the information.
Use the About link to view copyright and version information for Oracle Retail Back Office. When you click About, a separate window opens to display the information.
Use the Logout link to log out from Oracle Retail Back Office.
Knowing the screen regions and how to access them makes Oracle Retail Back Office easy to navigate. To select a tab, link, or button, click the object. Selecting one of these objects accesses its functionality.
The main tabs provide the main functions of Oracle Retail Back Office. Table 1-1 lists the tabs and describes the features accessible from each tab.
Table 1-1 Main Tabs
| Tab | Functions |
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Home |
The Home tab enables you to view the Dashboard and change your password. |
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Item |
The Item tab enables you to search for and add items and kits. |
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Reports |
The Reports tab enables you to view reports on store sales, financial status, and exceptions. You can also export reports, save reports, print reports, and view report schedules in this feature. |
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Employee |
The Employee tab enables you to search for employees and add employees, temporary employees, and roles. You can reset employee passwords. You can also clock employees in and out as well as enter and adjust time entries made at Oracle Retail Point-of-Service or Oracle Retail Back Office and enter special hours. You can view employee time reports. |
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Store Ops |
The Store Ops tab enables you to open and close the store, open and close registers, open and reconcile tills, and create a bank deposit. You can also access store, register, and till reports. |
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Pricing |
The Pricing tab enables you to search, create, and add price promotions, price changes, and discount rules. |
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Administration |
The Administration tab enables maintenance of store and Oracle Retail Back Office parameters, as well as provides available imports and exports for the job manager. You can also set and maintain foreign currency exchange rates. |
Oracle Retail Back Office supports multiple languages and a default locale for the application.
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Note: All figures and examples in this guide use English language and the English - United States locale. |
Oracle Retail Back Office has a default language based on the default locale chosen for the application. In addition, each user has a preferred language which can be selected from the languages supported for the application.
Information on each screen is displayed in the default language for the application. If a user has a different preferred language selected, the screen is displayed in that preferred language.
Locale support means tailoring the information displayed on a screen and accepting user entered data in a format that meets the conventions of the locale, or geographic region, where the application is being used. In Oracle Retail Back Office, locale support is provided to enable the date, time, currency, calendar, address, and phone number to be displayed in the default locale chosen for the application.
This section provides an overview of how security and errors are handled in Oracle Retail Back Office.
Passwords are used to restrict access to Oracle Retail Back Office. The requirements for passwords are defined by the retailer. Requirements can include the definition of password length and content. For example, you may need to enter a password that is at least five but not more than ten characters and includes at least one numeric character. For information on your password requirements, consult your system administrator.
Passwords can be set to expire within a specific number of days after being set. During login, if you are warned that your password is about to expire, you can choose to change your password at that time. If you do not change your password before it expires, you may be locked out from logging into the application. You may also be locked out after a specific number of invalid login attempts. If you are locked out, a system administrator must reset your password. When your password is reset, you are assigned a temporary password that you must change immediately following your next login.
For information on changing your password, see "Change Password".
A message is displayed to notify you of an error or task completion. Common error messages include not entering specified fields or an incorrect user ID or password. You must correct the specified error before continuing.
If there has been no activity at your application screen for a specified period of time, you must log in again before you can perform any functions. This prevents an unauthorized person from getting access to your work. The period of time before you have to log in again is set by your system administrator.
