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
• User Interface
  • Screen Regions
    • Tabs
    • Subtabs
    • Left Navigation Links
    • Action Buttons
    • Content Window
    • Internal Navigation Links
    • Locator Links
    • Status Region
  • Navigation
    • Home
    • Data Management
    • Transaction Tracker
    • Customer
    • Administration
  • Language and Locale Support
    • Language Support
    • Locale Support
• Security and Errors
  • Passwords
  • Roles
  • Store Hierarchy
  • Timeout Interval
  • Error Handling

2 Home

• Dashboard
• Change Password

3 Data Management

• Data Import/Export
  • Importing Data
    • Scheduling an Import
  • Working with Scheduled Imports
    • Removing a Job
  • Exporting Data
    • Scheduling an Export
  • Working with Scheduled Exports
• Parameter Maintenance
  • Working with Parameter Lists
    • Adding or Changing a Parameter List
    • Adding Parameters to a List
    • Removing Parameters from the List
    • Changing a Parameter Value
    • Removing a Parameter List
  • Distributing the Parameter List
• Store Order
  • Select Recipient - Stores
• Notifications
  • Add Notification

4 Transaction Tracker

• Working with Transactions
  • Searching for Transactions
  • Viewing the Search Results
    • Viewing Detailed Information
    • Viewing Journal Information
    • Viewing Signature Capture Information
    • Viewing Customer Information
  • Exporting the Search Results
• Type of Searches
  • Searching by Item
  • Searching by Transaction
  • Searching by Sales Associate
  • Searching by Customer
  • Searching by Signatures Captured
  • Searching by Electronic Journals

5 Customer

• Searching for Customers
  • Viewing the Search Results
• Viewing and Changing Customer Information
  • Viewing or Changing Individual Customer Information
  • Viewing or Changing Business Customer Information
  • Removing a Customer
• Adding a Customer
  • Adding an Individual Customer
  • Adding a Business Customer
• Handling a Duplicate Customer

6 Administration

• Store Directory
  • Working with Store Groups
    • Adding or Changing a Store Group
    • Removing a Store Group
• Users
  • Viewing User Search Results
  • Adding or Changing a User ID
  • Changing a User ID
  • Removing a User ID
• Roles
  • Selecting the Role Settings
  • Adding a New Role
  • Removing a Role
• Job Manager
• Parameter Maintenance
  • Selecting Parameters
  • Editing a Parameter
• Tasks
  • Working with Action Item Tasks
  • Viewing the Task Details
    • Viewing Details for an Action Item Task
    • Viewing Details for a Task Type of Job
    • Handling the Needs Approval Status
  • Adding or Changing a Task
  • Printing the Task List
  • Removing a Task

Glossary

Index