Skip Headers
Oracle® Retail Central Office User Guide
Release 14.1
E54471-01
  Go To Table Of Contents
Contents
Go To Index
Index

Previous
Previous
 
Next
Next
 

1 Overview

The Oracle Retail Central Office application is used at the corporate office. It makes it easy to manage data movement and access real-time information. Oracle Retail Central Office provides the following benefits:

This chapter provides an overview of the Oracle Retail Central Office application.

The following topics are discussed:

Getting Started

This section explains how to start Oracle Retail Central Office, log in, and log out.


Note:

This guide assumes that you are familiar with using a web browser.

Starting the Application

To start the application, open a web browser. Enter the URL for your Oracle Retail Central Office web page: https://<servername>:<portnumber>/centraloffice.

Logging In

On the login screen, enter a valid user ID and password. Click Login.


Note:

Passwords are case sensitive.

For information on how passwords are handled by Oracle Retail Central Office, see "Passwords".

Figure 1-1 Login Screen


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 you successfully log in, the Dashboard is displayed. For more information on the Dashboard, see Chapter 2.

Logging Out

To log out from the application:

  1. Click Logout at the top right of the application screen. The Logout Confirmation screen is displayed.

  2. To log in to Central Office, click Login.

User Interface

This section provides an introduction to the application screen.

Screen Regions

The following figure shows the parts of the application screen.

Figure 1-2 Example Showing Parts of the Application Screen


The layout of the screen is consistent for each feature.

Tabs

Click a tab to choose the feature you want to use.

Subtabs

Each feature has one or more functions available. The row of subtabs lists the available functions. Click a subtab to choose the function you want to perform. The left navigation links and content window are updated for that function.

Left Navigation Links

Each subtab has a set of links that show the functions that can be performed on the data. Click a link to perform that function. The content window is updated for that function.

Action Buttons

Click a button to perform the action. The content window is updated as a result of performing the action.

Content Window

This section of the screen changes when you click a tab, subtab, link, or action button. The content is unique for each function. Depending on the selected function, you perform different operations:

  • View data

  • Make choices by selecting items

  • Enter data into fields

Internal Navigation Links

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 Central Office. When you click About, a separate window opens to display the information.

  • Use the Logout link to log out from Oracle Retail Central Office.

Locator Links

Some functions involve a sequence of steps. When this occurs, the locator links show the steps in the process to complete that function. The step that you are currently on is highlighted in bold. The locator links are text and do not enable you to access any screens.

Status Region

The logged in user ID and current date are displayed.

Navigation

This section provides a general description of each of the tabs. Clicking a tab displays a new screen devoted to the tab's features. The remaining chapters of this guide provide detailed information on each tab. Table 1-1 lists the chapter that contains more information for each tab.

Table 1-1 Main Tabs

Tab For More Information

Home

See Chapter 2.

Data Management

See Chapter 3.

Transaction Tracker

See Chapter 4.

Customer

See Chapter 5.

Administration

See Chapter 6.


Home

After you log in, the Home tab displays the Dashboard, the default screen in Oracle Retail Central Office. The Dashboard gives you access to all the features of Central Office and enables you to change your password.

Data Management

Use the Data Management tab to manage store, operations, and sales data:

  • Import and export data between the corporate database and stores, third-party applications, and data files

  • Add, remove, and edit parameter lists

  • Manage scheduled distributions of parameter lists

  • Create notification messages for distribution to stores

Transaction Tracker

Use the Transaction Tracker tab to query, view, and export information on the following types of data if captured for a transaction:

  • Transaction

  • Electronic Journal

  • Signature Capture

  • Customer

Customer

Use the Customer tab to manage individual and business customers for the enterprise:

  • Add and remove customers

  • Search for customers

  • Update customer information

Administration

Use the Administration tab to configure and maintain working data in the following categories:

  • Store Directory

  • Users

  • Roles

  • Job Manager

  • Parameter Maintenance

  • Tasks

Language and Locale Support

Oracle Retail Central Office supports multiple languages and a default locale for the application.


Note:

All figures and examples in this guide use English language and the English - United States locale.

Language Support

Oracle Retail Central 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

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 Central 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.

Security and Errors

This section provides an overview of how security and errors are handled in Oracle Retail Central Office.

Passwords

Passwords are used to restrict access to Oracle Retail Central 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 before you can log in. 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" in Chapter 2.

Roles

Oracle Retail Central Office security restricts access to functions and data by the use of security roles. Each role identifies those functions that a user is allowed to perform. A security role is assigned to your user ID.

If you are not allowed to use a function, the tab or link for that function is not displayed on the screen. For example, your defined role might allow you to see tasks, but not add or remove any tasks.

For more information on roles, see Chapter 6.

Store Hierarchy

The part of the store hierarchy that you are allowed to access is assigned to your user ID. For any functions that use the store hierarchy, such as searching through Transaction Tracker, you can only perform those functions for your assigned store hierarchy. Also, you can work with parameters only for your assigned store hierarchy.

Timeout Interval

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.

Error Handling

For errors in data entry, messages in red are displayed in a box at the top center of the content window. If there are multiple errors on a screen, you see an error message for each error.

If you enter criteria for a search that results in no matches, an error message is displayed at the top of the content window.