Contents

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Preface

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

1 Overview

• Application Overview
• Getting Started
  • Starting the Application
  • Logging In and Out
  • Changing Your Password
• User Interface
  • Screen Regions
  • The Navigation Bars
    • Global Navigation Bar
    • Local Navigation Bar
    • Other Navigation Keys
  • Extended Data
  • Handling IMEI and Serial Numbers
  • Language and Locale Support
    • Language Support
    • Locale Support
  • Value Added Tax
  • Item Level Messages
  • The Main Options Screen
  • Browser Functionality
  • On-Screen Keyboard
  • Data Updates for the Register

2 Daily Operations and Time Tracking

• Daily Operations
  • Opening the Store
    • Start of Day Function
    • Register Open Function
    • Opening Tills
    • The Daily Operations Wizard
  • Suspending and Resuming Tills
    • Suspending Tills
    • Resuming Tills
  • Closing the Store
    • Reconciling Tills
    • Closing Tills
    • Closing the Register
    • End of Day Function
• Clocking In and Out

3 Completing Transactions

• The Sell Item Screen
  • Using a Scan Sheet
• Using Extended Data
  • Customer Extended Data
  • Item Extended Data
  • Recommended Items
• Handling a Gift Card/Certificate
  • Selling a Gift Card
  • Reloading a Gift Card
  • Selling a Gift Certificate
  • Linking an Item to a Gift Registry
  • Gift Receipt
• Handling Age Restricted Sales
• Handling Related Items
• Tendering a Transaction
  • Creating an eReceipt for the Transaction
  • Handling a Cash Drawer Warning
  • Handling Patriot Act Compliance
  • Tendering with Cash
  • Tendering with a Check
  • Tendering with a Credit/Debit Card
  • Tendering with a Gift Card
  • Tendering with a Gift Certificate
  • Tendering with a Traveler's Check
  • Tendering with a Non-Store Coupon
  • Tendering with Store Credit
  • Tendering with a Mall Certificate
  • Tendering with a Purchase Order
  • Tendering with Money Orders
  • Tendering with Foreign Currency
  • Tendering with a House Account
• Performing a Return
  • Performing a Return with a Receipt
  • Performing a Return by Searching for the Transaction
    • Searching for a Transaction Using the Customer ID
    • Searching for a Transaction Using the Customer Search Options Screen
    • Searching for a Transaction Using the Purchase Date
    • Searching for a Transaction Using the Store Number
    • Searching for a Transaction Using the Check Number
    • Searching for a Transaction Using the Credit, Debit, or Gift Card Number
    • Searching for a Transaction Using the Item Serial Number
    • Searching for a Transaction Using the Order Information
  • Performing a Return without a Receipt
  • Performing a Return with a Gift Receipt
• Performing an Item Lookup
• Performing Item Options
  • Making an Item Inquiry
    • Price Inquiry
    • Gift Card Inquiry
    • Gift Code Inquiry
  • Changing an Item Quantity
  • Linking an Item to a Sales Associate
  • Changing Tax on an Item
    • Overriding Tax for an Item
  • Performing Item Services
  • Adding a Serial Number to an Item
  • Issuing Gift Receipts for Items
  • Performing an Item Send
  • Viewing Item Components
  • Performing Alterations
  • Adding Pickup for an Item
    • Setting Up Pickup at the Store
    • Selecting the Store for the Pickup
  • Adding Delivery for an Item
  • Adding Shipping for an Item
  • Adding Related Items
• Performing Transaction Options
  • Issuing a Gift Receipt for a Transaction
  • Performing a Transaction Layaway
    • Creating a New Layaway
    • Finding an Existing Layaway
    • Deleting a Layaway
  • Post Voiding a Transaction
  • Suspending a Transaction
  • Resuming a Transaction
  • Cancelling a Suspended Transaction
  • Handling Orders
    • Creating a New Order
    • Modifying an Order
  • Adding Items from an Item Basket
  • Adding an External Order for Payment to the Transaction
  • Processing a Bill Payment
• Reprinting Receipts
• Till Functions
  • Till Pickup
  • Till Loan
  • Till Pay-in
  • Till Pay-out
  • Payroll Pay Out
  • Till Log Off
• Redeeming Tender
  • Redeeming a Gift Card
  • Redeeming a Gift Certificate
  • Redeeming Store Credit
• No Sale Option

4 Linking Customers and Sales Associates

• Using Customer Options
  • Searching for a Customer
  • Editing a Customer
  • Adding an Individual/Business Customer
  • Deleting a Customer
• Linking Customers to Transactions
  • Must-Link Transactions
• Linking Sales Associates to Transactions

5 Adjusting Price

• Performing a Price Override
• Performing Markdowns
• Applying Manual Discounts
  • Applying a Transaction Discount
  • Applying an Item Discount
  • Applying an Employee Discount
  • Applying a Damage Discount
• Performing Price Adjustments

6 Handling House Accounts

• Performing a House Account Inquiry
• Enrolling for a House Account
  • Enrolling through the Tender Function
  • Enrolling through the House Account Options
• Printing a Temporary Pass
• Performing a Reference Number Inquiry
• Accepting a House Account Payment

7 Using Manager Options

• Reports
• System Status
• Register Status
• Till Status

8 Handling Fulfillment

• Processing Orders in the Store
  • Printing a Pick List
  • Filling an Order
  • Picking Up an Order
  • Cancelling an Order
  • Viewing an Order
  • Automated E-Mail Messages
• Processing Orders Across Multiple Stores
  • Searching for an Order
  • Modifying an Order
  • Cancelling an Order
  • Viewing an Order

9 Using Inventory Inquiry

• Searching for Inventory Information
  • Searching for Item Inventory
  • Searching for Item Inventory on the List of Items
• Viewing the Inventory Results

10 Using Security Options

• Employee
  • Find Employee
    • Changing Employee Information
  • Add Employee
• Roles
  • Finding and Editing a Role
  • Adding a Role
• Parameters
• Reason Codes

11 Training Mode and Transaction Re-Entry Mode

• Using Training Mode
  • Training Mode Functionality
  • Security and Parameter Settings
• Using Transaction Re-Entry Mode
  • Re-Entry Mode Functionality

12 Using Mobile Point-of-Service

• Mobile Point-of-Service Overview
• Handheld Mobile Device
  • User Interface on the Handheld
  • Getting Started on the Handheld
    • Starting the Application on the Handheld
    • Logging In on the Handheld
    • Logging Out on the Handheld
    • Using the Handheld Home Page
    • Viewing Application and Handheld Device Information
    • Viewing Handheld Log Information
    • Closing the Till on the Handheld
    • Viewing Messages on the Handheld
  • Using Extended Item Data on the Handheld
  • Performing Transactions on the Handheld
    • Starting a Transaction on the Handheld
    • Linking a Customer to the Transaction on the Handheld
    • Viewing Detailed Item Information on the Handheld
    • Tendering a Transaction on the Handheld
    • Modifying an Item on the Handheld
    • Modifying the Transaction on the Handheld
    • Suspending a Transaction on the Handheld
    • Handling Items that Cannot be Processed on the Handheld
    • Cancelling a Transaction on the Handheld
    • Printing a Receipt on the Handheld
    • Reprinting a Receipt on the Handheld
  • Performing a Return on the Handheld
    • Performing a Return with a Receipt on the Handheld
    • Performing a Return by Searching for the Transaction
    • Performing a Return without a Receipt on the Handheld
    • Performing a Return with a Gift Receipt
  • Performing Item Lookup on the Handheld
  • Performing a Gift Code Lookup on the Handheld
  • Performing a Gift Card Lookup on the Handheld
  • Handling an Order Pickup on the Handheld
  • Resuming a Suspended Transaction on the Handheld
• Tablet Mobile Device
  • User Interface on the Tablet
  • Getting Started on the Tablet
    • Starting the Application on the Tablet
    • Logging In on the Tablet
    • Logging Out on the Tablet
    • Using the Tablet Home Page
    • Viewing Application and Tablet Device Information
    • Closing the Till on the Tablet
    • Viewing Messages on the Tablet
  • Using Extended Data on the Tablet
    • Customer Extended Data
    • Item Extended Data
    • Recommended Items
  • Performing Transactions on the Tablet
    • Starting a Transaction on the Tablet
    • Viewing Detailed Item Information on the Tablet
    • Linking a Customer to the Transaction on the Tablet
    • Tendering a Transaction on the Tablet
    • Modifying an Item on the Tablet
    • Modifying the Transaction on the Tablet
    • Handling Items that Cannot be Processed on the Tablet
    • Printing a Receipt on the Tablet
    • Reprinting a Receipt on the Tablet
  • Performing Item Lookup on the Tablet
  • Performing Gift Code Lookup on the Tablet
  • Performing Gift Card Balance Lookup on the Tablet
  • Performing a Return on the Tablet
    • Performing a Return with a Receipt on the Tablet
    • Performing a Return by Searching for the Transaction
    • Performing a Return without a Receipt on the Tablet
    • Performing a Return with a Gift Receipt
  • Handling an Order Pickup on the Tablet
  • Resuming a Suspended Transaction on the Tablet

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