Contents

Title and Copyright Information

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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
  • Text Conventions
  • Information Conventions
• Touch-Screen Functions
  • Touch-Screen Navigation
    • Sale Screen Touch-Screen Navigation
    • Customer Maintenance Touch-Screen Navigation
  • Virtual Keyboard
  • Active Keyboard Keys
• Register Screen Conventions Overview
  • Dual Screen
  • Screen Layout Overview
    • Menu Buttons
    • Message Window
    • Focus Bar
    • Customer Loyalty Banner
    • View Port
    • Message Bar
    • Status Bar
• Prompts and Forms
  • Response Required Prompt
  • Selection Required Prompt
  • Entry Required Prompt
  • Search Prompt
    • Change Country
  • Data Entry Form
  • Acknowledgement Prompts
  • Help Desk Error

2 Basic Transaction Entry

• Log In to Oracle Retail Xstore Point of Service
• Entering Pre-Sale Information
  • Select Commissioned Associates
    • Enter an Associate ID
    • Select Associates from a List
  • Associate a Customer with a Transaction
    • Loyalty Card
    • Search for Customer
  • Enter Loyalty Information
    • Enroll Customer
    • Customer Has Multiple Loyalty Cards
    • Expired Loyalty Card
• Entering Items
  • Barcodes with Properties
    • Weight in Barcode
    • Quantity in Barcode
    • Price in Barcode
    • Press Barcode with Age Verification
  • Manual GS1 Entry
  • RFID
  • Serial Number
  • Style
  • Attached Item
  • Kit
    • Serialized Kit Items
  • Originating Inventory Location
• Item Restrictions
  • Customer Age Verification
  • Cashier Age Restrictions
  • Time Restrictions
• Add Wish List Items to a Transaction
• Add Digital Cart Items to a Transaction
• Add Item Coupons
• Redeem a Rain Check
• Tendering a Transaction
  • Start Tendering
• E-mail Receipt Options
• Reprint Receipts and Documents
  • Reprint the Last Receipt
  • Reprint a Document
  • Print a Rebate Receipt
  • Print a Gift Receipt
    • Select Gift Certificate Items in a Sale
    • Group Gift Receipt Items
    • Create Gift Receipts After a Sale

3 Return Transactions

• Returns of Tax Free Invoice Transactions
• Verified Returns
  • Start the Return
    • Scan the Original Transaction Receipt
    • Swipe a Credit Card or Enter the Receipt Data
    • Search for the Transaction
    • Enter Web Order ID
  • Transaction Not Found
  • Return Items
• Verified Returns though Customer History
• Blind & Unverified Returns
  • Start the Return
• Non-Merchandise Items in a Blind Return
• Taxes for Return Items

4 Processing Tenders

• Selecting Tenders
• Sale Tenders
  • Cash
    • United States: Cash Transactions Larger Than $10,000
  • Credit Card
    • Manual Authorization
  • Debit Card
  • Gift Card
    • Manual Authorization
  • Merchandise Credit Card
  • Store Credit
  • Gift Certificate
  • Personal Check
    • Manual Authorization
  • Traveler's Check
  • Foreign Currency
    • Foreign Currency as Change
  • Coupon Tender
  • House Account
  • Room Charge
• Return Tenders
  • Currency Rules
  • Cash
  • Credit Card
    • Select from the List of Tenders
    • Automatically Selected Credit Card
  • Debit Card
    • Select from the List of Tenders
    • Automatically Selected Debit Card
  • Gift Card
  • Store Credit
  • Merchandise Credit Card
  • Mail Check Refund - Home Office Check
  • House Account
  • Room Charge
• Splitting Tenders
• Void a Tender
• Change Tender Amount
• Currency Rounding

5 Customer Maintenance

• Associate a Customer with the Transaction
• Customer Information Consent
• Add a Customer Record
• Edit a Customer Record
• Address Lookup
• Customer Maintenance Fields
  • Dashboard
    • Transaction Summary
    • Wish List
    • Last xx Days
  • Contact Information
  • Associations
  • Purchase History
    • Transaction Row
    • Item Row
    • Item Information
  • Accounts
    • Loyalty Configured
    • No Loyalty Programs
  • Awards
    • Current Awards
    • Entitlements
  • Tasks
    • Status
  • Comments
    • Adding a Comment
  • Addresses
    • Add an Address
    • Edit an Address
    • Designate a Primary Address
    • Delete an Address
  • House Account
    • House Account Details
    • Authorized Buyers
    • Journal
    • Change House Account Status
    • Change House Account Limit
    • Change Authorized Buyers
  • Wish List
    • View Additional Item Information
    • Add a Wish List Item - Scan an Item
    • Add a Wish List Item - Search for an Item
    • Remove Wish List Items
    • Print a Wish List
  • Digital Cart
    • Item List
    • Item Information
    • Remove Digital Cart Items
• Additional Customer Options
  • Add New Customer
  • Print Customer
  • Review Customer Consent
  • Enroll in Loyalty
    • About Loyalty Programs
  • Tax Exemptions
    • Add a Tax Exemption
    • Edit a Tax Exemption
    • Delete a Tax Exemption
  • Create House Account

6 Search for an Item

• 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 Lookup
• Item Matrix Search

7 Discounts and Awards

• Deal Pricing Discount
• Add a Discount or Award to a Transaction
  • Item Discount
    • Select a Reason
    • Percent Discount
    • Amount Discount
  • Transaction Discount
    • Select a Reason
    • Percent Discount
    • Amount Discount
  • Group Discount
    • Select a Reason
    • Percent Discount
    • Amount Discount
  • Award Discount
    • Award Discount - Enter Amount
    • Award Discount - Select Coupon

8 Modify a Transaction

• Add Non-merchandise Items to a Sale
• Remove a Customer
  • Touchscreen System
  • Non-touchscreen System
• Modify a Line Item
  • Change Item Quantity
  • Change Item Price
  • Void an Item
    • Touchscreen System
    • Non-touchscreen System
  • Change the Commissioned Associate
  • Add a Line Item Comment
  • Edit a Line Item Comment
  • Change the Tax for an Item
    • Change the Tax Location
    • Change the Tax Amount
    • Change the Tax Percentage
    • Exempt an Item from Tax
• Suspend a Transaction
• Resume a Transaction
• Cancel a Transaction

9 Send Sale Transactions

• Create a Send Sale
  • Enter Address Information
  • Search for a Customer
  • Add or Edit a Send Sale

10 Layaway Transactions

• 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

11 Special Orders

• 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 Work Orders

• Create a Work Order
  • Current Transaction
  • Item Not on File
  • Previous Transaction with Receipt
  • Customer History
  • No Receipt
  • Work Order Categories
• Open a Work Order
  • No Customer Associated with the Transaction
  • Customer Associated with the Transaction
• Modify a Work Order
  • Item Maintenance
    • Add an Item
    • Delete an Item
    • Edit an Item Value
    • Edit an Item Description
  • Edit a Line Item
  • Task Maintenance
    • Add a Task
    • Delete a Task
    • Add an Instruction
    • Convert an Estimate
    • Discount a Task
  • Parts Maintenance
    • Add a Part
    • Delete a Part
  • Work Order Maintenance
    • Cancel the Work Order
    • Change the Price Type
    • Edit an Approved Amount
    • Edit the Priority
    • Edit the Notice Date
    • Edit the Finish Date
    • Edit the Service Location
    • Edit the Contact Method
    • Edit the Account Status
  • Work Order History and Comments
    • View History
    • View Comments
    • Add Comment
• Pick Up a Completed Work Order

13 Warranties

• Sell a Warranty
• Add a Warranty After a Purchase
  • Current Transaction
  • Previous Transaction with Receipt
  • Customer History
  • Manual Entry
• Change the Warranty Customer

14 Order Transactions Through Order Broker Cloud Service

• Fulfillment Options
  • Pickup This Store
  • Pickup Other Store
    • Legacy Order Types Disabled
    • Legacy Order Types Enabled
  • Customer Delivery
• Item Status
• Order Status
• Message Alerts
  • Order Statistics
• Creating an Order
  • Customer Delivery
  • Pickup Other Store
  • Pickup This Store
• Opening an Order Broker Order
• Changing Order Items
  • Edit Delivery Information
• Canceling Order Items or an Entire Order
• Pick Up an Order

15 Pre-Sale Transactions

• Create a Pre-Sale
• Open a Pre-Sale
• Pick Up Pre-sale Items
• Cancel a Pre-sale

16 Hold Transactions

• Create a Hold Transaction
• Open a Hold
• Pick Up Hold Items
• Cancel a Hold

17 Xcommerce

• Create an Xcommerce Transaction
• Remove Item
• No Items

18 Gift Registry

• Sell Gift Registry Items
  • Assign the Gift Registry
• Return a Gift Registry Item
• Gift Registry Item in an Order Broker Order

19 Task Management

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

20 Airside Store Transactions

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

21 Miscellaneous Transactions

• Clock In and Clock Out
  • Clock In
  • Clock Out
  • Change Work Code
  • Clocking In and Clocking Out for Meal Breaks
• Balance Inquiry
• Change Your Password
  • Change your Password with Challenge Questions
• Post Void
• No Sale
• Lock or Unlock a Register
  • Lock a Register
    • Register Login Screen
    • Register Sale Screen
  • Unlock a Register
• Price Inquiry

22 House Account Payments

• Making a House Account Payment
• Reversing a House Account Payment

23 Tax Free Invoices

• Countries
• Issue the Tax Free Invoice During a Sale
• Automatic Recognition
  • Customer's Country Recognition
  • Credit Card Recognition at Payment Time
  • Credit Card Recognition at Transaction Completion
• Delayed Activation
• Get Traveler Information
• Reprint a Tax Free Invoice

24 Flash Sales

• Run the Flash Sales Summary Report
  • Save a Report or Report Parameters
• On-screen Navigation for Flash Sales Report

25 Register Open and Close

• Register Open
  • Standard Open
  • 24/7 Open
  • Networked Cash Drawer Open
• Register Close
  • Standard Close
  • 24/7 Close
  • Networked Cash Drawer Close

26 Self Checkout Register

• Basic Sale
• Alternate Methods to Add Items
  • Lookup Item
  • Manual Entry of Barcodes
  • Manual Entry of SKU Numbers
• Supervisor Access Functions
  • Supervisor Login
  • Supervisor Access Menu
  • Age Restricted Items
  • Maximum Quantity Items
  • Unrecognized Items
  • Cancel Items
  • Cancel Sale
  • Suspend Sale
• Other SCO Functionality
  • Reprint Receipt
  • Close (Lock) SCO
  • Open (Unlock) SCO
  • Switch SCO to Standard Register
  • Restart (Reboot) Register

27 Store Open and Close

• Store Open
• Store Close
  • End Retail Period

28 Manage Till Options

• Open the Till Options Menu
  • Register Login Screen
  • Register Sale Screen
• Open the Till Maintenance Menu
• Paid In and Paid Out Transactions
  • Paid Out
  • Paid In
• Tender Exchange
• Change Float
• Cash Pickup
• Cash Transfer (From Store Bank To Till)
• Mid-Day Deposit
• Till Audit
• Till Accountability Mode Functions
  • Attach a Till to a Register
  • Open a Till
  • Remove a Till from a Register
  • Perform a Close Count
  • Reconcile a Till
• Foreign Currency Maintenance

29 Employee Scheduling

• View Your Work Schedule
  • Schedule Information
  • View Another Schedule Week
    • Select the Schedule Week
  • Print Your Schedule
• View Others Employees' Work Schedules