| Oracle® Retail Xstore Point of Service Manager's Guide Release 18.0 F12255-02 |
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| Oracle® Retail Xstore Point of Service Manager's Guide Release 18.0 F12255-02 |
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Some countries offer ”Tax Free Shopping” to shoppers from other countries, and allow for the reclaiming of value added tax (VAT) on their purchases. The final cost for the traveler is the value of the merchandise minus the taxes plus the fee of the provider.
Xstore Point of Service has been integrated with the two largest providers:
Global Blue
Planet Payment (ex Premier Tax Free (PTF) or Fintrax(FX))
If Oracle Retail Xstore Point of Service at the store has been configured to integrate with one of these Tax Free Providers, then eligible shoppers can request a Tax Free Invoice (TFI) during the sale, which they can later use to reclaim the VAT they have paid on their purchases. See the Oracle Retail Xstore Point of Service User Guide for more information.
The following functions are included in this section:
Issuing Tax Free Invoices - See Issuing Tax Free Invoices.
Reprinting Tax Free Invoices - See Reprinting Tax Free Invoices.
Voiding Tax Free Invoices - See Voiding a Tax Free Invoice.
Base Data Update - See Base Data Update.
Tax Free Invoice Returns - See Tax Free Invoice Returns.
Tax Free Invoices for a sale (or multiple sales) can be issued and printed in the Back Office after the sales completion in the POS, from either the:
Journal or the,
Invoice Menu
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Note: The country where the store is located could have limitations in terms of how many days the sale can be held. |
In the journal you can select a single sale for the issuing of the TFI.
Select the transaction that the invoice is required for.
Select the Invoice Functions button.
Select Issue Invoice.
Select TaxFree as the type of invoice to print.
The TaxFree Invoice form is displayed to capture the customers information.
Enter the Tax Free information for the customer or select Lookup Traveler.
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Note: Dependent on your stores country, some fields will be pre- filled, some fields will be optional and some will be mandatory. |
Customer name and address details.
Document Type: Possible values include, Passport, Driving License and Identity Card and Other.
Document #: The id of the selected document type.
Document Country: Country for the customer's document.
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Note: Only countries locally eligible for a VAT refund are available in this menu. |
Tax Number: Required in Portugal only, when the Document Country is also set to Portugal.
Mobile Number: Customer mobile phone number including the country prefix.
Birth Date: Customer's birth date.
Final Destination: Final travel destination for the customer.
Email: Customer email address.
Arrival Date: Date the customer arrived in the country.
Departure Date: Date the customer will leave the country.
Service: Service offered by the tax free providers for the types of refund service.
Refund Method: Method by which to provide the refund such as credit card.
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Note: Important: The Refund Methods available depend upon the refund methods offered by the provider. Contact your provider for more information. |
Click Select Tax Free Reimbursement when all the mandatory information has been entered.
Instead of manually entering the information for the customer, the Lookup Traveler option allows a traveller's details to be auto-filled in the Tax Free Invoice Form (Figure 22-4).
Select Lookup Traveler from the Tax Free Invoice Form.
Either:
Swipe the provider's card in the magnetic strip reader (MSR) or,
Scan the barcode of a provider's card or,
Manually enter the customers passport number and select the passport issuing country or,
Manually enter the customers mobile phone number (including the country code)
Select OK.
If found, the traveller details (non-editable) auto-fills the Tax Free Invoice Form.
This option is similar to issuing a TFI from the Electronic Journal but it allows more than one receipt to be collected as a group and one invoice printed. This is useful when a single receipt does not reach the minimum expected value. The receipts can be grouped disregarding any customers associated with them: the customer associated to the TFI is a separate entity, however.
In some countries it is not allowed to group receipts into only one TFI.
In some countries, the minimum expected value is intended to be valid for each single receipt.
Some countries have a limitation in terms of time frame: all the receipts must be issued in the same month, or in the last 30 days and so on.
Select Issue Tax Free Invoice from the Invoice Options menu and select OK.
Select the Search button to start a transaction search.
Enter the search criteria or scan the receipt barcode and press Process. Transactions eligible for the tax free are listed.
Select one or more transactions. After each press of the Process button, the transaction is added to the list of selected receipts.
The screen displays the Totals (count and value of the selected receipts). You can remove a transaction using the Remove Transaction button if necessary.
Select Issue Tax Free Invoice. Enter the customer's data to continue the process. See the Oracle Retail Xstore Point of Service User Guide for more information.
A Tax Free Invoice (TFI) can be reprinted after a transaction that issued a TFI completes.
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Note:
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From the journal you can select both "Retail Sale" and "Deferred Invoice" transactions. The "Deferred Invoice" transactions are created when a TFI is issued after the sale completion. In the journal you can see the reference to the invoice, for the "Retail Sale" transactions, and the reference to the sale, for the "Deferred Invoice" transactions. If the TFI was issued for more than one "Retail Sale", the "Deferred Invoice" transaction has a message with the number of the receipts included in it.
Select the transaction that the invoice is required for (Retail Sale or Deferred Invoice).
Select the Invoice Functions button.
Select Yes to continue and reprint the selected tax free invoice.
Select Invoice Search from the Invoice Options menu.
Enter the invoice search criteria or scan the taxfree barcode.
Select TaxFree as the invoice type and press Process to start a transaction search. The Electronic Journal is displayed showing only the transactions with valid invoices.
Select the required transaction and press Reprint Receipt.
A Tax Free Invoice (TFI) can be voided but it may no longer be available to be voided after a certain amount of time has passed.
Select the transaction that the invoice is required for.
Select the Invoice Functions button.
Select the Void Invoice button and press Enter for OK.
Select Yes to continue and void the selected tax free invoice.
Based on the provider, periodically the system could update the local data. It is also possible to force that update using the specific button in the Invoice menu called Update Tax Free Configuration.
If the current receipt contains both sales and returns, only the sales are used for the TFI.
If you try to return an item from a receipt that was already included in a TFI, the system informs you that the old TFI will be voided and a new one issued.
The void of the old TFI is only possible if all the constraints are satisfied. For more information see Returns of Tax Free Invoice Transactions in the Oracle Retail Xstore Point-of- Service User Guide.
