| Oracle® Retail Xstore Point of Service User Guide Release 18.0 F12254-01 |
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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))
Xstore is certified for the use of the Tax Free for the following countries:
Austria
France
Germany
Italy
Netherlands
Poland
Portugal
Spain
Sweden
United Kingdom
Other countries could be configured, but are not officially supported.
If Xstore Point of Service 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.
To issue a Tax Free Invoice during a sale:
Click Customer Options.
Click Print Tax Free.
The Tax Free Invoice form opens.
Do one of the following:
Enter or edit the Customer Information:
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Note: If a customer is associated with the transaction, the customer information will be populated with the information from the customer record. |
First Name: First name.
Last Name: Last name.
Address: Street address.
City: City of the address.
State: State or province of the address.
Postal Code: Postal or zip code for the address.
Country of Residence: Country of the address.
Enter the Tax Free Information for the customer:
Document Type: Specify the document type provided by the traveler (for example, Passport, Driving License, Identify Card, and so on.)
Document #: ID number for the customer's passport.
Document Country: Country for the customer's passport.
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Note: Only countries locally eligible for VAT refund are available in this menu. |
Tax Number: The tax identification number associated to the traveler .
Mobile Number: The mobile phone number of the traveler .
Birth Date: Customer's birthdate.
Final Destination: Final travel destination for the customer.
Email: Customer email address.
Arrival Date: Date the customer arrived in the country.
Passport Country: Country for the customer's passport.
Departure Date: Date the customer will leave the country.
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Note: The fields are all visible, but, depending on the specific country, they are enabled or not, and mandatory or optional. |
Click Select Tax Free Reimbursement when all the mandatory information has been entered.
The form to select the options for the credit card to be used for the refund is shown; use the Skip card data selection button to use a refund method different than a credit card.
This forms has the following parameters:
Token #: Essential in order to use the credit card as refund method; the token must be retrieved externally, via a separate device (for more information, contact the provider).
First six digits of card number: The first 6 digits of the credit card number.
Card type: Select the type of credit card.
Expiration date: Set the month and year in which the card will expire.
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Note: It is possible to scan the QR code from the provider to automatically populate the fields. |
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Note: The credit card used here could be different from the one that will be used for the payment. |
Select Accept card data, or Skip card data selection if you choose to use a refund method different than a 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. |
The next screen depends on who the provider is and the information required by the provider:
If Global Blue is the provider, select a Service and Refund Method, and enter the information for the selected payment method. The options shown depend on the country where the store is located and also on the credit card type used.
If Alipay is selected as the Refund Method, enter the barcode number.
If Planet Payment is the provider, select a Refund Method and enter the Voucher Formula.
If Alipay is selected as the Refund Method, enter the phone number.
If Etihad Guest Card is selected as the Refund Method, enter the card number.
Select Print Tax Free when all the mandatory information has been entered.
The Tendering screen opens.
The tax free invoice will automatically print during the sale completion process.
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Note: Refund MethodsIn the majority of cases, the customer pays all the amount, tax included. The reimbursement is done at a later time at the providers' desks. There are some refund methods however, for which the refund is immediately given to the traveler, so they do not pay the taxes at source. Those methods are called (VATOFF, Refund OFF, TOPOS). |
Xstore can be configured to check if the customer associated to the current transaction is eligible for tax free based upon the country they live in, or the credit card is from a country eligible for tax free shopping. The prompt is shown only if the value of the transaction is above the local threshold. See the following sections for more information:
If the transaction is associated to a customer from a country eligible for Tax Free, at the tendering stage, the system recognizes that eligibility and prompts if a Tax Free Invoice should be issued.
Select Yes to proceed with issuing a Tax Free Invoice. The Tax Free Invoice form opens. See Tax Free Invoice Form.
During the payment, if currently used credit card is from a country eligible for Tax Free, the system prompts if a Tax Free Invoice should be issued.
Select Yes to proceed with issuing a Tax Free Invoice. The Tax Free Invoice form opens. See Tax Free Invoice Form.
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Note: This option requires an high integration level between Xstore and the payment system.This configuration also affects the behavior during the usage of the other related functions (that is, if the cashier uses the Tax Free button at sale time, it is processed at transaction completion time). |
During the completion of the transaction, if at least one of the payment methods is credit card, and if the credit card is from a country eligible for Tax Free, the system prompts if a Tax Free Invoice should be issued.
Select Yes to proceed with issuing a Tax Free Invoice. The Tax Free Invoice form opens. See Tax Free Invoice Form.
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Note: At this point some refund methods are not available. |
If neither the customer, nor the cashier realizes that the customer is eligible for a Tax Free invoice during the sale and the tendering, there is still available a Tax Free button in the transaction completion form.
Select Tax Free to proceed with issuing a Tax Free Invoice. The Tax Free Invoice form opens. See Tax Free Invoice Form.
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Note: At this point some refund methods are not available. |
To retrieve the traveler information for a customer:
Click Lookup Traveler from either the Sales menu or from the customer data forms. See Tax Free Invoice Form
The Customer Tax Free Provider Token window opens.
Capture the customer's credit card, passport and mobile phone information:
Click Swipe Card for the customer to swipe their card on the magnetic stripe reader (MSR) or, enter the card number into the Token Number # field.
Enter the customer's passport information:
Passport #: Passport number.
Passport Country: Country that issued the passport.
Enter the customer's mobile Phone Number, including the country prefix.
Select OK.
If the customer information is found, the traveler details (non-editable) auto-fills the Identity Check form.
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Note: If the customer information is not found, re-enter the customer information.If Xstore Point of Service cannot connect to the Tax Free Provider service, the process will not continue. |
Check the customer's name, passport number, and country provided by the Tax Free Provider against the customer's passport.
Enter the Shop Assistant ID.
Click Confirm Customer Identification.
The Customer Tax Free Provider Token window closes and the fields in the Tax Free Invoice window is populated with information retrieved from the Tax Free Provider.
A Tax Free Invoice (TFI) can be reprinted after a transaction that issued a TFI completes. The TFI is no longer available to be reprinted after a certain amount of time has passed, or a new transaction is started.
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Note: If the Tax Free Invoice is not available to be reprinted, it can be reprinted from the Xstore Point of Service Back Office. |
To reprint a Tax Free Invoice:
Click Receipt Reprint Options.
Click Reprint Last Invoice or Credit Note.
The Tax Free Invoice is reprinted.
