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 Introduction to Oracle Retail Xstore Mobile

• About this Guide
• Main Menu
  • Mobile Handheld
  • Mobile Tablet
  • Windows 10 Based Oracle Workstation 610 UI
• Interface
  • Text Field
  • Buttons
    • Back Button
    • Context Menu Button
  • Selection Menu
  • List
  • Status Bar
  • Date/Time Picker
  • Scrolling List /Tabs

2 Custom Branding

• XstoreMobileBranding.properties
  • Example Configuration
    • Configuration Descriptions
    • File Contents

3 Sale

• Start Transaction
• Register Login
• Entering Pre-Sale Information
  • Selecting Commissioned Associates
  • Associating a Customer with a Transaction
    • Changing Country
  • Loyalty Registration
• Entering Items
  • Adding an Item
    • Quick Items Tab (Mobile Tablet Only)
    • RFID
  • Item Restrictions
    • Customer Age Verification
    • Cashier Age Restrictions
    • Time Restrictions
  • Other Prompts
  • Adjusting an Item
• Context Menu Options
• Adding Item Coupons
• Redeeming a Rain Check
• Tendering the Transaction
  • Completing the Transaction
• Email Receipt Options
• Receipts
  • Printing a Gift Receipt
    • Select Gift Certificate Items in a Sale
    • Group Gift Receipt Items
  • Reprint Receipts and Documents (Mobile Tablet Only)
    • Print a Rebate Receipt
    • Reissue a Gift Receipt
    • Reprint a Document
    • Reprint the Last Receipt

4 Return Transactions

• With Original Receipt or Credit Card
• Entering Returns without Original Receipt
  • Blind Returns and Unverified Returns
  • Returning Non-Merchandise Items Without a Receipt
• Entering Returns without Original Receipt, Using Customer Purchase History
• Taxes For Return Items
• Exchanging Serial Numbers

5 Processing Tenders

• Selecting Tenders
• Sale Tenders
  • Cash
  • Check (Personal)
  • Credit Card
    • Manual Entry
  • Gift Card
    • Manual Entry
  • Redeem Store Credit
  • Tender Authorization
    • Retry Authorization
    • Manual Authorization

6 Customer Maintenance

• Searching for a Customer Record
• Edit Customer
• Customer Information Consent
• Adding a New Customer Record
• Enroll in Loyalty
• Removing a Customer
• View/Edit Customer Information
• Customer Maintenance Fields (Mobile Tablet Only)
  • Dashboard Tab
    • Transaction Summary
    • Wish List
    • Last 365 Days
  • Contact Information Tab
  • Associations Tab
  • Purchase History Tab
    • Transaction Row
    • Item Row
    • Item Information
  • Accounts Tab
    • Loyalty Configured
    • Loyalty Cards
    • Customer Account Activity
    • Context Menu Buttons
    • No Loyalty Programs
  • Awards Tab
    • Current Awards
    • Entitlements
  • Tasks Tab
    • Status
  • Comments Tab
    • Adding a Comment
  • Addresses Tab
    • Add an Address
    • Edit an Address
    • Designate a Primary Address
    • Delete an Address
  • House Account Tab
    • House Account Details
    • Authorized Buyers
    • Journal
    • Change House Account Status
    • Change House Account Limit
    • Change Authorized Buyers
    • Add an Authorized Buyer
    • Edit an Authorized Buyer
    • Deactivate an Authorized Buyer
    • Designate a Primary Buyer
  • Wish List Tab
• Change Country

7 Searching for Items

• Searching for Items Using Item Lookup
  • Add Item to Transaction
• Locating Items: Inventory Lookup
  • Printing a Rain Check

8 Discounts

• Adding a Discount to an Item or Transaction
  • Transaction Level Discounts
  • Group Discounts

9 Modifying a Transaction

• About This Chapter
• Adding Non-Merchandise Items to the Sale
• Modifying Customer Information
• Modifying Line Items in a Sale
• Changing the Item Quantity
• Changing the Item Price
• Discount an Item
• Changing Item Taxes
  • Changing the Item Tax Location
  • Exempting an Item From Tax
  • Changing the Item Tax Amount
• Changing the Item Tax Percentage
• Voiding an Item
• Modifying Discounts
• Removing Discounts
• Changing the Commissioned Associate
  • Select the Associate From a List
  • Enter the ID for an Associate
• Adding/Editing a Line Item Comment
  • Adding a Comment
  • Removing a Comment
• Changing Transaction Taxes
  • Change Transaction Tax
    • Change Transaction Tax Location
    • Exempt a Transaction From Tax
    • Change Transaction Tax Amount
    • Change Transaction Tax Percentage
• Suspending/Resuming a Transaction
  • Suspending a Transaction
  • Resuming a Transaction
  • Cancel a Transaction

10 Send Sale Transaction

• Adding Send Sale Items to a Sale
• Editing a Send Sale

11 Special Orders (Mobile Tablet Only)

• Create a Special Order
• Open an Existing Special Order
• Modify Special Order Items
  • Change the Item Expected Date
• View Special Order History
• Pick Up a Special Order
• Cancel a Special Order

12 Layaway Transactions (Mobile Tablet Only)

• Create a Layaway
• Open a Layaway
• Layaway Payment
• Pick Up Layaway Items
• Add Items to an Existing Layaway
• Edit Items in a Layaway
  • Add Coupon
  • Add Discount
  • Change Item
• Cancel a Layaway
• Add a Comment
• View Comments
• View Layaway Payment History
• View Layaway Payment Schedule
• View Layaway Activity History
• Automatic Prompts for Accounts Requiring Attention

13 Work Order Transactions

• Creating a New Work Order
  • Work Order Item - In the Current Sale Transaction.
  • Work Order Item - Using Original Transaction Receipt
  • Work Order Item - No Receipt; Manual Item Entry
  • Work Order Item - Customer History
  • Work Order Item - Item Not on File
• Work Order Categories
  • Receipt Samples
• Modifying a Work Order
  • Task Maintenance
    • Add Task
    • Delete Task
    • Convert Estimate
    • Add Instruction
  • Item Maintenance
    • Add Item
    • Delete Item
    • Edit Item Value
    • Edit Item Desc
  • Parts Maintenance
    • Add Parts
    • Delete Parts
  • Edit Line Item
    • Add Item Discount
    • Change Quantity
    • Change Price
    • Change Item Tax
  • Work Order Maintenance
    • Cancel Work Order
    • Change Price Type
    • Edit Service Location
    • Pickup Work Order
  • Work Order History
    • View History
    • View Comments
    • Add Comment
• Picking Up a Completed Work Order

14 Warranty and Service Plan Transactions

• Selling a Warranty/Service Plan
• Adding a Warranty/Service Plan After a Purchase
  • Adding a Warranty/Service Plan to an Item
    • To Add a Warranty/Service Plan to an Item - In the Current Transaction
    • To Add a Warranty/Service Plan to an Item- Using Customer History Information
    • To Add a Warranty/Service Plan to an Item - Using the Customer's Original Sale Receipt
    • To Add a Warranty/Service Plan to an Item - Manual Entry
  • Changing the Warranty/Service Plan Customer

15 Order Transactions Through Order Broker Cloud Service

• Order Status
• Order Item Status
• Fulfillment Options
  • Pickup This Store
  • Pickup Other Store
    • Legacy Order Types Disabled
    • Legacy Order Types Enabled
    • Customer Delivery
• Creating an Order
  • Customer Delivery
  • Pickup Other Store
  • Pickup This Store
• Open an Order Broker Order
• Edit Order Items
  • Edit Delivery Information
  • Change Order Type
• Cancel Order Items or an Entire Order
• Pick Up an Order
• Back Office Customer Maintenance
  • Order Maintenance
  • Order Worklist
  • View Order
    • Check Inventory
    • Accept Order
    • Pick/Reserve Order
    • Un-reserve Order
    • Reject Order
• Shipping an Order
• Maintaining/Viewing an Order
• Allocating an Item

16 Pre-Sale Transactions

• Pre-Sale Account Transactions
  • If a customer is associated with the transaction
  • If a customer has not been associated with the transaction
• Creating a Pre-Sale Transaction
• Picking Up Pre-Sale Items
• Canceling a Pre-Sale Account

17 Hold Account Transactions

• Hold Account Transactions
  • If a customer is associated with the transaction
  • If a customer has not been associated with the transaction
• Creating a New Hold Account
• Searching for a Hold Account
• Picking Up Hold Items
• Canceling a Hold Account

18 Xcommerce

• Create an Xcommerce Transaction
• Remove Item
• No Items

19 Gift Registry

• Selling Gift Registry Items
  • Assign the Gift Registry
• Returning/Cancelling Gift Registry Items

20 Task Management (Mobile Tablet Only)

• My Tasks Screen
  • Task Filters
    • Assigned Associate
    • Activity
    • Status
    • Start Date
    • End Date
  • Sort Tasks
  • Task Notes
  • Open Customer Record
• Viewing Your Tasks
  • View Your Tasks from the Register
  • View Your Tasks from the Back Office
• Creating a Task
  • Add a Note
  • Edit a Task
• Updating Task Status

21 Register Open and Close

• Register Open
  • Open Register
  • Close Register
• Lock/Unlock a Register
  • Locking a Register
  • Unlocking a Register

22 Airside Store Transactions

• Associate Flight Information
• Make an Airside Sale on Arrivals
• Make an Airside Sale to Staff

23 View Schedule and Time (Mobile Tablet Only)

• View Your Timecard
  • Timecard Information
    • Timecard Maintenance
    • Timecard Comment
    • View Another Timecard
• View All Work Schedules
  • Schedule Information
  • View Another Schedule Week
    • Select the Schedule Week
    • Print Your Schedule

24 Actions Menu

• Balance Inquiry
• Change Password
  • Change your Password with Challenge Questions
• Clock In/Out
  • Overview
  • Clock In
  • Clock Out
  • Change Work Code
• Item Lookup
  • Item Viewer
    • Product Information
    • Merchandise Hierarchy
    • Vendor Information
    • Product Attributes
    • Today's Sales
    • Inventory Stock
    • Stock Ledger
    • Kit Component Items
    • Serial Inventory
    • Related Items
    • In This Style
    • Cross Reference Numbers
    • Substitute Items
    • Style Grid
    • Price History
    • Sales History
    • Weekly Sales
    • Annual Sales
    • 12 Week Unit Sales Trend
    • Print a Rain Check
    • Inventory Locator Lookup
• Price Inquiry

25 Till Management

• About This Chapter
• Till Maintenance
  • Cash Pickup
  • Cash Transfer (From Store Bank To Till)
  • Attach Cash Drawer
  • Remove Cash Drawer
• Till Options
  • No Sale
  • Post Void
    • Performing a Post Void from the Register
  • Open the Till Options Menu (Mobile Tablet Only)
  • Change Float (Mobile Tablet Only)
  • Paid In and Paid Out Transactions (Mobile Tablet Only)
    • Paid Out
  • Paid In
  • Tender Exchange (Mobile Tablet Only)

26 Hardware

• About This Chapter
  • Reinitialize Hardware

27 Receiving

• About This Chapter
• Start Receiving
• Search for a Receiving Document
• Create a New Receiving Document
• Select or Add a Carton
• Item Entry Screen
  • Enter Items
  • Change Item Quantity
  • Void a Line Item
  • Change Item Cost
  • Receive Carton in Total
  • Add a Comment to a Carton
  • View Exceptions
• Add a Comment to a Document
• Receive Document in Total
• Save Document

28 Shipping

• About This Chapter
• Start Shipping
  • Main Menu
• Search for a Shipping Document
• Create a New Shipping Document
• Edit a Shipping Document
• Enter Shipping Items
• Change Item Quantity
• Void a Line Item
• Add a Comment to a Shipping Document
• Look Up an Item
  • Add the Search Item
• View Exceptions
• Save Document
  • Shipping Label and Packing Slip

29 Physical Inventory Counting

• About this Chapter
• Inventory Counting Steps - Overview
• Inventory Count Documents
  • Finding an Existing Inventory Count Document
  • Creating a New Inventory Count Document
    • Cycle Count Type Setup
    • Supply Count Type Setup
    • Physical Count Type Setup
• Count Process
  • Cycle Count Process
  • Supply Count Process
  • Physical Count Process
• Automatic Variance Processing
  • How the Variance is Calculated in Automatic Variance Processing
    • Automatic Variance Processing Examples:
  • Manual Variance Processing
• Variance Report
• Store Layout Maintenance (Mobile Tablet Only)
• Inventory Adjustment
• Inventory Count Technical Limitations

30 Inventory Adjustment

• Open Inventory Adjustment
• Perform an Inventory Adjustment
  • Change an Item
  • Change Item Quantity
  • Void Item
  • Save and Exit

31 Item Transfer

• About This Chapter
• Start Item Transfer
• Perform Transfer
• Adjust Item
  • Change Item Quantity
  • Void Item
• Additional Options
  • Save & Exit
  • Transfer All
  • Print Item List

32 Inventory Replenishment

• Accessing the Back Office
• Inventory Replenishment Document
  • Search for a Replenishment Document
  • More Information About Document Searches
• Inventory Replenishment Order Status Definitions
• Adding Items to an Inventory Replenishment Order
• Inventory Replenishment Options
  • Print Options
  • Print Request Detail Status Report
  • Replenishment Order Worksheet
  • Force Close
  • Submit an Order
  • Add or Edit Header Comments
  • Delete Header Comments
  • Add Non-Merchandise
  • Change an Item
    • To Change Item Quantities
  • Item Lookup
    • To Add/Edit Item Comments
    • To Delete an Item Comment
    • To Void an Item
• Creating a New Inventory Replenishment Order

33 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

34 Reporting

• Report Menu Configuration and Security
• How to Access Reports on Xstore Mobile Tablet
• Saving a Report
  • View Saved Reports
  • Report Printing Options