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Oracle® Retail Xstore Point of Service Manager's Guide
Release 18.0
F12255-02
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Contents
Title and Copyright Information
Send Us Your Comments
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
Documentation and Screen Conventions
Documentation Conventions Overview
Information Conventions
Where to Look for Additional Help
Back Office Touch-Screen Navigation
Active Keyboard Keys
Back Office Screen Conventions
Bread Crumbs
Menu List Options
Screen Layout
Tabs
Menu Buttons
Function Keys
Message Bar
Status Bar
Static Information Area
Information Areas
Prompts and Forms
2
Customer Maintenance
Accessing the Back Office
Accessing Customer Maintenance and Accounts
Customer Maintenance
Adding a New Customer Record
Associations Tab
Addresses Tab
Adding a Comment to a Customer Record
Viewing a Customer Record
Customer List Report
3
Gift Registry
Accessing the Gift Registry
Creating a New Registry
Modifying a Gift Registry
Adding Items
Changing the Quantity
Deleting an Item
Viewing and Modifying Details
Viewing and Modifying Owners
To Modify the Primary Owner
To Create a New Owner
To Edit Registry Owner Information
To Delete an Owner
Viewing and Modifying Attributes
To Create a New Attribute
To Edit an Attribute
To Delete an Attribute
Viewing and Modifying Addresses
To Create a New Address
To Edit an Existing Address
To Delete an Existing Address
Print Registry
4
Employee Maintenance
Accessing Back Office Employee Maintenance Functions
Maintaining Employee Information
Viewing an Employee Record
Editing an Employee Record
Changing an Employee's Password
Establish Password Challenge Questions
Setting Up an Employee Fingerprint Record
Adding a Comment
Adding a New Employee
Voiding (Terminating) an Employee Record
Employee Maintenance Tabs Overview
General Tab
Human Resources Tab
Security Tab
Fingerprint Tab
Fingerprint Scans Panel
Finger Selected Panel
Comment Tab
Borrow Employee
Employee Productivity Report
Associate Advance
5
Employee Scheduling
Work Shifts
Time Off
Reports
Creating An Employee Schedule
Create New Schedule Options
Adding a Manual Shift
Adding a Pre-Defined Shift
Copying a Day Schedule
Copying a Week Schedule
Editing a Schedule
Edit Existing Schedule Menu Options
Changing a Shift
Deleting a Shift
Maintaining Employee Time-Off Schedules
Adding Time-Off Periods
Removing an Employee Time-Off Period
Editing an Employee Time-Off Period
Printing the Time-Off Schedule
Maintaining Employee Shifts
Creating a New Shift
Editing an Existing Shift
Schedule Reports
Employee Time Off Summary Report
Employee Performance Report Overview
Schedule Detail Report Overview
6
Message Maintenance and Task Management
Creating and Maintaining Messages
Creating a New Message
Editing a Message
Deleting a Message
Reviewing Task Management Information
Viewing Task Progress
Viewing Black Book Customers
7
Payroll and Timecard Maintenance
Accessing Back Office Payroll & Timecard Maintenance Functions
Payroll and Timecard Maintenance
Payroll Maintenance Tab
Editing a Payroll Record
Reviewing a Payroll Record
Posting the Employee's Payroll Record
Posting all Employee Payroll Records at One Time
Viewing and Editing Posted Payroll Records
Payroll Posting Day
Payroll Comments Tab
Adding Comments
Timecard Maintenance Tab
Editing a Timecard Record
Adding a Timecard Record
Changing a Timecard Record
Deleting a Timecard Record
Viewing Timecard Exception Records
Viewing Timecard Record History
Timecard Comment Tab
Adding Comments
Reports
Posted Timecard Report
Open Timecard Report
Payroll Summary Report
Payroll Detail By Employee Report
8
Register Open and Close
Accessing the Back Office Register Open/Close Functions
Closing the Register
Standard Close
Editing Tender Group Counts
Cash Drawer Close
Forcing a Register to Close
Print Till Summary Receipt
Opening the Register
Standard Open
To Perform a Begin Count
Cash Drawer Open
Changing Business Date
9
Store Open and Close
Closing the Store
Opening the Store
Calling the Update Service
Manually Refresh Promotions
10
24/7 Store Environment
Store Opening
Daily 24/7 Flows
Register/Till Open
Reconcile Register/Till
Warning Messages
Register/Till Close
New Business Period
Define Float
Prompt for Float
Pre-defined Float
Carried Over Float Amount
Float Balance
Rolling Close
End Retail Period
Store Closure
System Updates
11
Till Management
Till Accountability Process
Till Start
Till End
Accessing Back Office Till Management Functions
About Till Options
About Till Maintenance
Register Accountability Mode Options
Till Accountability Mode Only Options
Till Options
Changing the Float Amount
Foreign Currency Maintenance
Performing Paid In/Paid Out Transactions
Paid In Transaction
Paid Out Transaction
Post Voiding Transactions
Register Accountability Mode Functions
Cash Pickup
Cash Transfer
Till Audit
Mid-day Deposit
Store Bank Maintenance
Opening the Store Bank
Auditing the Store Bank
Reconciling the Store Bank
Preparing the Bank Deposit
Store Bank Cash Deposit
Cash Drawers
Attaching a Cash Drawer Till
Removing a Cash Drawer Till
Reconciling a Networked Cash Drawer Till
Till Accountability Mode Only Functions
Issuing a Till (Till Accountability Mode Only)
Attaching Other Till (Till Accountability Mode Only)
Removing a Till (Till Accountability Mode Only)
End Count Other Till (Till Accountability Mode Only)
Returning a Till (Till Accountability Mode Only)
Reconciling a Till (Till Accountability Mode Only)
Safe Bags
Store Bank Opening with Safe Bag (Till Accountability Mode Only)
Adding a Safe Bag
Adjusting a Safe Bag
Store Bank Auditing with a Safe Bag
Reconciling the Store Bank with a Safe Bag (Till Accountability Mode Only)
Preparing the Bank Deposit using a Safe Bag
Store Bank Cash Deposit using a Safe Bag
Cash Transfer Process using a Safe Bag
Cash Pickup using a Safe Bag
Safe Bag Verification
12
Flash Sales Reports
Flash Sales Summary Report
Flash Sales By Department Report
Flash Sales By Hour Report
Flash Sales By Employee Report
13
Electronic Journal
Accessing Back Office Journal Functions
Viewing the Electronic Journal
Viewing Transaction Detail
Reprinting a Receipt
Printing a Gift Receipt
Multiple Gift Items - Grouping Items for Gift Receipts
To Group Gift Items
Finish and Print Option
Add Grouping Option
To Continue without Grouping Gift Items
Printing a Rebate Receipt
Post Voiding a Transaction
Journal Report
14
Order Broker Maintenance
Order Status
Order Status Values
Order Item Status
Fulfilling an Order
View Selected Order
Check Inventory
Accept Order
Pick/Reserve Order
Scan Pick Slip Items
Print Pick List
Picking/Reserving an Order
Un-reserve Order
Reject Order
Shipping an Order
Maintaining/Viewing an Order
Allocating an Item
15
Balance Inquiry
About Store Credit and Gift Certificate Balance Inquiry
Balance Information
16
Layaway Maintenance
Layaway Reports
Accessing Back Office Layaway Maintenance
Static Information Area
Customer Information
Order Totals
Layaway Tab Information
Items Tab
Activity Tab
Comments Tab
To Cancel a Layaway Account
Cancel Layaway - When the Customer Is Present
17
Work Order Maintenance
Accessing Work Order Maintenance Functions
Maintaining Work Orders
Maintaining Work Order Records
To View and Edit a Work Order Record
Static Information Area
Summary Tab Information
To View and Edit Work Order Items
Adding a Task
Deleting a Task
Converting an Estimate
Viewing/Adding Task Instructions
Adding Parts
Deleting Parts
Changing the Quantity
Changing the Price
Changing the Tax Location
Changing the Tax to Tax Exempt
Changing the Tax Amount
Changing the Tax Percentage
To View and Add a Work Order Comment
Comments Tab Information
Adding a Comment to the Work Order Record
To View Work Order History
History Tab Information
To View and Edit a Work Order Item Record
Work Item Tab Information
Editing Item Information
Shipping Work Orders
Receiving Work Orders
Work Order Invoices
Viewing Work Order Invoice History
18
Special Order Maintenance
Accessing Back Office Special Order Maintenance
Static Information Area
Customer Information
Order Totals
Special Order Tab Information
Items Tab
Activity Tab
Comments Tab
To Cancel a Special Order Account
19
Shelf Labels
Printing Shelf Labels
ZPL II Label Printers
To Change an Item
To Look Up an Item
To Add a Receiving Document
To Save a Batch - ZPL II Only
To Retrieve a Batch - ZPL II Only
To Delete a Batch - ZPL II Only
20
Training Mode
Accessing Training Mode
Starting Training Mode
To Exit Training Mode
21
Hardware Functions
Enabling and Disabling Hardware
To Disable a Hardware Device
To Enable a Hardware Device
Reinitialize Hardware
Networked Cash Drawers
Managing Networked Cash Drawers
Configuring Networked Cash Drawers
Releasing a Cash Drawer
Mobile Client Device Access
Update PINpad Key (TransArmor)
22
Tax Free Invoices
Issuing Tax Free Invoices
Issuing a Tax Free Invoice from the Electronic Journal
Lookup Traveler
Issuing a Tax Free Invoice from the Invoice Menu
Reprinting Tax Free Invoices
Reprinting a Tax Free Invoice from the Electronic Journal
Reprinting Tax Free Invoice from the Invoice Menu
Voiding a Tax Free Invoice
Base Data Update
Tax Free Invoice Returns
23
Miscellaneous Functions
Changing Your Password
Forgot Password Challenge Questions
Using the Dashboard
Dashboard Information
Sales Performance
Top 5 Departments
Top 5 Performers
Hot 5 Items
Store Goals Performance
Sales and Productivity Dashboard
Opening a Browser
Exchanging Serial Numbers
