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Oracle® Retail Xstore Point of Service Mobile User Guide
Release 19.0
F25674-03
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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 at the Oracle Help Center
Conventions
1
Introduction to Oracle Retail Xstore Mobile
About this Guide
Mobile Tablet Overview
Mobile Handheld Overview
Windows 10 Based Oracle Workstations
Feature Availability
Mobile Device Login
Clock In/Out
Clock In
Clock Out
Change Work Code
2
Documentation and Screen Conventions
Text Field
Buttons
Back Button
Context Menu
Quick Action Buttons
Selection Menu
Lists
Scrolling List /Tabs
Info Tab
Orders Tab
Tasks Tab
Goals Tab
Messages Tab
Customer Tab
Offers Tab
Associated Items Tab
Status Bar
Date/Time Picker
3
Custom Branding
ui.properties
Example Configuration
Configuration Descriptions
4
Basic Transaction Entry
Start Transaction
Entering Pre-Sale Information
Selecting Commissioned Associates
Entering Items
Adding an Item
Quick Items Tab (Mobile Tablet and Thin Client 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
Print a Rebate Receipt
Reissue a Gift Receipt
Reprint a Document
Reprint the Last Receipt
5
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
6
Processing Tenders
Selecting Tenders
Sale Tenders
Cash
Credit Card
Manual Entry
eWallet
Check (Personal)
Gift Card
Manual Entry
Gift Certificate
Redeem Store Credit
Redeem Merchandise Credit Card
Traveler's Check
Foreign Currency
House Account
Coupon
Room Charge Tender
Customer Not Present Payments
Tender Authorization
Retry Authorization
Manual Authorization
Return Tenders
Cash
Credit/Debit Card
Select from the List of Tenders
Automatically Selected Credit Card
eWallet
Automatically Selected eWallet Tender
Gift Card
Store Credit
Merchandise Credit Card
House Account
Room Charge
7
Searching for Items
Searching for Items Using Item Lookup
Add Item to Transaction
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
Locating Items: Inventory Lookup
8
Discounts
Adding a Discount to a Transaction or Group of Items
Transaction Level Discounts
Group Discounts
Modifying Discounts
Removing Discounts
9
Customer Options
Searching for a Customer Record
Associating a Customer with a Transaction
Customer Information Consent
Add a New Customer Record
View/Edit Customer Information
Edit Customer
Loyalty Registration
Removing a Customer
Changing Country
Balance Inquiry
10
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
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 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
11
Send Sale Transaction
Adding Send Sale Items to a Sale
Editing a Send Sale
12
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
Add Comment
Cancel a Layaway
View Comments
View Layaway Payment History
View Layaway Payment Schedule
View Layaway Activity History
View Customer
Automatic Prompts for Accounts Requiring Attention
13
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
14
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
15
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
16
Order Transactions Through Order Broker Cloud Service
Order Status
Order Item Status
Fulfillment Options
Pickup Other Store
Legacy Order Types Disabled
Legacy Order Types Enabled
Customer Delivery
Pickup This Store
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
17
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
18
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
19
Airside Store Transactions
Associate Flight Information
Make an Airside Sale on Arrivals
Make an Airside Sale to Staff
20
Gift Registry
Selling Gift Registry Items
Assign the Gift Registry
Returning/Cancelling Gift Registry Items
21
Xcommerce
Create an Xcommerce Transaction
Remove Item
No Items
22
Maintenance Functions
Till
Employee
System Admin
Customer
Associate
Inventory
Reporting
Xstore Mobile Guide
23
Associates
Change Password
Change your Password with Challenge Questions
View Schedule and Timecard
View Schedule
Schedule Information
View Another Schedule Week
View Scheduled Employees
View Your Timecard
Timecard Information
24
Task Management
My Tasks Screen
Task Filters
Assigned Associate
Activity
Status
Date
Task Options Menu
Task Notes
Open Customer Record
Creating a Task
Add a Note
Edit a Task
Updating Task Status
25
Message Maintenance
Creating and Maintaining Messages
Creating a New Message
Editing a Message
Deleting a Message
26
Payroll and Timecard Maintenance
Accessing 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
Regenerate Payroll File
Reports
Open Timecard Report
Payroll Detail By Employee Report
Payroll Summary Report
Posted Timecard Report
27
Maintaining Customer Information
Searching for a Customer Record
Edit Customer
Customer Information Consent
Adding a New Customer Record
Enroll in Loyalty
Change Country
Balance Inquiry
28
Customer Maintenance
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
29
Price Inquiry
30
Gift Registry Maintenance
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
31
Layaway Maintenance
Layaway Reports
Accessing 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
32
Special Order Maintenance
Accessing Special Order Maintenance
Special Order Screen
Static Information Area
Customer Information
Order Totals
Special Order Tab Information
Items Tab
Activity Tab
Comments Tab
To Cancel a Special Order Account
33
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
34
Order Options
Order Maintenance
View Order
Accept Order
Reject Order
Pick/Reserve Order
Scan Pick Slip Items
Print Pick List
Picking/Reserving an Order
Un-reserve Order
Check Inventory
Ship an Order
Allocating an Item
Order Status Report
Order Worklist
35
Receipt Reprint Options
Rebate Receipt
Reissue Gift Receipt
Reprint Document
Reprint Last Receipt
36
Electronic Journal
Accessing Journal Functions
Viewing the Electronic Journal
Viewing Transaction Detail
Printing a Gift Receipt
Multiple Gift Items - Grouping Items for Gift Receipts
Post Voiding a Transaction
Printing a Rebate Receipt
Reprinting a Receipt
Journal Report
37
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
38
Employee Maintenance
Accessing Employee Maintenance Functions
Maintaining Employee Information
Viewing an Employee Record
Editing an Employee Record
Edit a Social Security Number
Changing an Employee's Password
Establish Password Challenge Questions
Adding a Comment
Adding a New Employee
Voiding (Terminating) an Employee Record
Employee Maintenance Tabs Overview
General Tab
Human Resources Tab
Security Tab
Comment Tab
Employee Borrow
Associate Advance
39
Employee Scheduling
Work Shifts
Time Off
Reports
Creating An Employee Schedule
Create New Schedule Options
Copying a Day Schedule
Copying a Week Schedule
Adding a Manual Shift
Adding a Pre-Defined Shift
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
40
System Admin
Datasource Status
EFTLink Admin Functions
Manage Networked Cash Drawers
Configuring Networked Cash Drawers
Releasing a Cash Drawer
Mobile Device Quick Config
Scan QR Code to Configure Mobile Device
Mobile Device Access
Allow Device Access to the Mobile Server
Mobile Server Failover/ Changing the Mobile Server
Adding a New Server to the Server List
Mobile Device Users
About Information
Reinitialize Hardware
41
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
42
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
View Exceptions
Save Document
Shipping Label and Packing Slip
43
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
Inventory Count Technical Limitations
44
Inventory Adjustment
45
Item Transfer
About This Chapter
Start Item Transfer
Perform Transfer
Adjust Item
Change Item Quantity
Void Item
Additional Options
Save & Exit
Transfer All Items
Print Item List
46
Inventory Replenishment
Accessing Inventory Replenishment
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
To Add/Edit Item Comments
To Delete an Item Comment
To Void an Item
Item Lookup
Creating a New Inventory Replenishment Order
47
Shelf Labels
Printing Shelf Labels
ZPL II Label Printers
To Change an Item
Change Quantity
Change Price
Delete Item
Change Label
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
48
Store Open and Close
Closing the Store
Opening the Store
Calling the Update Service
Manually Refresh Promotions
49
Register Open and Close
Register Open
Open Register
Close Register
Force Close
Lock/Unlock a Register
Locking a Register
Unlocking a Register
Print Till Summary Receipt
Print Till Summary Receipt on an IP Enabled Cash Drawer
50
24/7 Trading 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
51
Till Management
Till Accountability Process
Till Start
Till End
Accessing Till Management Functions
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)
Count Till (Till Accountability Mode Only)
52
Networked Cash Drawers
Discover and Activate a New Networked Cash Drawer
Open Cash Drawer
Attach Cash Drawer
Remove Cash Drawer
Close Cash Drawer
53
Till Maintenance
Cash Pickup
Cash Transfer (From Store Safe To Till)
Mid-day Deposit
Till Audit
54
Till Options
Changing the Float Amount
Foreign Currency Maintenance
No Sale
Performing Paid In/Paid Out Transactions
Paid In Transaction
Paid Out Transaction
Post Voiding Transactions
Tender Exchange (Mobile Tablet and Thin Client)
55
Store Safe Maintenance
Configurations
Safe Bag Management
Safe Bag Management Screen
Safe Bag Use
Safe Bag Processes
Store Safe Opening with Safe Bag (Till Accountability Mode Only)
Store Safe Auditing with a Safe Bag
Reconciling the Store Safe with a Safe Bag (Till Accountability Mode Only)
Preparing the Bank Deposit using a Safe Bag
Store Safe Cash Deposit using a Safe Bag
Cash Pickup using a Safe Bag
56
Reporting
Report Menu Configuration and Security
How to Access Reports on Xstore Mobile POS
Saving a Report
View Saved Reports
Report Printing Options
57
Flash Sales
Flash Sales Summary Report
Flash Sales By Department Report
Flash Sales By Hour Report
Flash Sales By Employee Report