Contents

Title and Copyright Information

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Preface

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

1 Overview

• Getting Started
  • Starting the Application
  • Logging In
  • Logging Out
• Dashboard
  • Change Password
• User Interface
  • Screen Regions
    • Main Tabs
    • Subtabs
    • Left Navigation Links
    • Content Window
    • Action Buttons and Links
    • Internal Navigation Links
    • Locator Links
  • Navigation
    • Main Tabs
  • Language and Locale Support
    • Language Support
    • Locale Support
• Security and Errors
  • Passwords
  • User Messages
  • Timeout Interval

2 Item Maintenance

• Searching for an Item or Kit
  • Selecting an Item or Kit
• Managing Items
  • Managing Kits
  • Adding Items to a Kit

3 Reports

• Overview
  • Report Subtabs
  • Report Action Buttons
  • Ad Hoc Report Settings
  • Drill Down Reports
  • Unavailable Data
  • Report Header
• Accessing Reports
  • Viewing a Report
  • Exporting a Report
  • Printing a Report
• My Favorite Reports
  • Viewing Favorite Reports
  • Editing Report Settings
  • Removing Favorite Reports
• Report Schedules
  • Defining the Report Schedule
  • Removing Report Schedules
• Descriptions of Available Reports
  • Sales
    • Flash Sales
    • Sales Summary by Register
    • Hourly Productivity
  • Financial
    • Bank Deposit
    • Over and Short by Cashier
    • Over and Short by Register
    • Till Status
  • Exceptions
    • Suspended Transactions
    • Cancelled and Post Voided Transactions
    • No Sales Transactions

4 Employee

• Employee Management
  • Searching for Employees
  • Adding a Permanent Employee
  • Adding a Temporary Employee
  • Changing Employee Information
  • Duplicate Employee
  • Security Roles
    • Changing a Role
    • Removing a Role
    • Adding a New Role
    • Changing the Settings for a Role
• Clocking In/Out
• Time Maintenance
  • Viewing or Changing the Employee Time Summary
  • Viewing or Editing Employee Hours by Date
  • Editing Employee Hours
  • Confirming Employee Hours
  • Viewing Employee Time Reports
    • Employee Time Reports
  • Exporting Employee Data
  • Viewing My Time

5 Store Operations

• Opening the Store
  • Starting the Business Day
  • Counting Operating Funds
  • Opening Registers
  • Opening Tills
• Closing the Store
  • Reconciling Tills
    • Setting the Summary Float Count
    • Setting the Foreign Currency Count
    • Setting the Summary Till Count
    • Setting the Detail Till Count
  • Closing Registers
  • Checking the Register Status
  • End of Day
  • Reports
    • Till Reports
    • Suspended Transactions Report
• Bank Deposits
  • Creating a Summary Bank Deposit
  • Creating a Detail Bank Deposit
    • Setting the Detail Currency Count
    • Setting the Tender Detail
  • Store Bank Deposit Report

6 Pricing

• Pricing Groups
• Price Promotions
  • Searching for Price Promotions
  • Adding a Price Promotion
  • Adding or Editing a Price Promotion
  • Editing the Item Price for a Price Promotion
• Price Changes
  • Searching for Price Changes
  • Adding or Editing a Price Change
  • Editing the Item Price for a Price Change
  • Adding a Price Change
• Discount Rules
  • Discount Rules Terminology
  • Searching for Discount Rules
  • Adding Discount Rules
  • Editing a Discount Rule
  • ANY and ALL Options for Sources and Targets
    • Example 1
    • Example 2
    • Sorting Algorithm
  • How a Discount Rule is Applied to Items Included in a Kit
  • Discount Rule Types
  • Group Discounts

7 Administrative Functions

• Job Manager
  • Importing and Exporting Files
  • Importing Data
    • Selecting the Source File
  • Scheduling a Job
    • Adding a Notification
    • Completing the Job Distribution
    • Confirming the Job Distribution
  • Exporting Data
    • Selecting the File to Export
  • Viewing Scheduled Jobs
  • Editing Scheduled Imports and Exports
• Parameter Maintenance
  • Maintaining Parameter Lists
  • Adding or Changing Parameter List Details
  • Adding Parameters to a List
  • Distributing a Parameter List
  • Viewing Parameter Distributions
  • Distributions
• Back Office Parameter Maintenance
  • Editing a Parameter
• Maintaining Exchange Rates
  • Setting the Exchange Rate

A Appendix: Summary Reports

• Overview
  • Value Added Tax
• Report Header
• Report Example
• Report Content
  • Store Safe and Float Summary
  • Tender Summary
  • Transaction Summary
  • House Account Enrollment Summary
  • Statistical Summary
  • Count Summary
  • Tax Summary

Glossary

Index