23 Maintenance Functions

Maintenance functions or those accessible outside of sale mode, are available from the Main Menu that is displayed when you log in to the Mobile POS. Some functions on the list may not be available to all employees or on all devices. Individual access is based on menu configuration. Security may be different for each employee, employer group, or register group.

See Feature Availability for a list of functionality available by device type - Desktop, Thin Client, Tablet, and Handheld.

Note:

Because each Oracle Retail Xstore Mobile POS menu is configurable, the button functions and the menu options on your system may appear in a different order or have different text than the examples shown in this guide.

Figure 23-1 Mobile POS Main Menu

The main menu consists of the following areas:

Till
Employee
System Admin
Customer
Associate
Inventory
Reporting
Xstore Mobile Guide

Till

Used to manage the register operations such as opening and closing the registers.

Functionality available includes:

Open/Close Register
Store Safe Maintenance (Mobile Tablet and Thin Client)
Safe Bag Management (Mobile Tablet and Thin Client)
Till Maintenance
Till Options

Figure 23-2 Mobile POS Till Menu

Figure 23-3 Mobile Handheld Till Menu

Table 23-1 Mobile Tablet and Thin Client Till Options

Main Menu Option	Sub-Menu Options
Till	Open/Close Options	Change Business Date
		Check for Updates
		Force Close
		Print Till Summary Receipt
		Refresh Promotions
		Register Open
		Store Close
	Store Safe Management
	Till Maintenance	Cash Pickup
		Cash Transfer
		Mid-day Deposit
		Till Audit
	Till Options	Change Float
		Foreign Currency Maint.
		No Sale
		Paid In
		Paid Out
		Post Void
		Tender Exchange

Employee

This option covers all employee maintenance tasks. (Mobile Tablet and Thin Client)

Functionality includes:

Associate Advance
Employee Borrow
Employee Scheduling
Message Maintenance
Time and Attendance including Payroll

Figure 23-4 Employee Menu

Table 23-2 Mobile Tablet and Thin Client Employee Menu Options

Main Menu Option	Sub-Menu Options
Employee	Employee Maintenance	Associate Advance
		Employee Borrow
		Employee Maintenance
	Employee Scheduling Maintenance	Employee Schedule
		Maintain Employee Time Off
		Shift Maintenance
	Message Maintenance
	Time and Attendance	Payroll and Timecard Maintenance
		Regenerate Payroll File

System Admin

Hardware and configuration is accessed via this option and includes:

Datasource Status
EFTLink Admin Functions
Managed Networked Cash Drawers (Mobile Tablet and Thin Client)
Mobile Device Access
Mobile Device Quick Config
Mobile Device Users (Mobile Tablet and Thin Client)
Offline Transactions
Reinitialize Hardware
Temporary Store

Figure 23-5 Mobile POS System Admin Menu

Figure 23-6 Mobile Handheld System Admin Menu

Table 23-3 Mobile Tablet and Thin Client System Admin Menu Options

Main Menu Option	Sub-Menu Options
System Admin	Datasource Status
	EFTLink Admin Functions
	Managed Networked Cash Drawers
	Mobile Device Access
	Mobile Device Quick Config
	Mobile Device Users
	Offline Transactions
	Reinitialize Hardware
	Temporary Store

Customer

Includes activities that relate to entering new customers into the customer database and updating customer information.

Functionality includes:

Balance Inquiry
Customer Maintenance
Gift Registry (Mobile Tablet and Thin Client)
Layaway Maintenance (Mobile Tablet and Thin Client)
Order Options
Receipt Reprint Options
Special Order Maintenance (Mobile Tablet and Thin Client)
Work Order Options (Mobile Tablet and Thin Client)

Figure 23-7 Mobile POS Customer Menu

Figure 23-8 Mobile Handheld Customer Menu

Table 23-4 Mobile Tablet and Thin Client Customer Menu Options

Main Menu Option	Sub-Menu Options
Customer	Balance Inquiry	Gift Card Balance
		Gift Certificate Balance
		Gift Receipt Inquiry
		Loyalty Balance
		Store Credit Balance
	Customer Maintenance
	Gift Registry
	Layaway Maintenance
	Order Options	Order Maintenance
		Order Status Report
		Order Worklist
		Unfulfillable Status
	Receipt Reprint Options	Rebate Receipt
		Reissue Gift Receipt
		Reprint Document
		Reprint Last Receipt
	Special Order Maintenance
	Work Order Options	Receive Work Orders
		Ship Work Orders
		Work Order Invoice History
		Work Order Invoicing
		Work Order Maintenance

Associate

Functionality includes:

Change Password
Associate Tasks (Mobile Tablet and Thin Client)
View Schedule and Timecards (Mobile Tablet and Thin Client)

Figure 23-9 Associate Menu

Table 23-5 Mobile Tablet and Thin Client Associate Menu Options

Main Menu Option	Sub-Menu Options
Associate	Change Password
	Associate Tasks	My Tasks
	View Schedule & Time	View Schedule
		View Scheduled Employees
		View Timecard

Inventory

Xstore provides several functions to help you maintain your store's inventory through shipping, receiving, and counts. The information in this guide will help you understand what shipping, receiving, and inventory functions are available, how to access the functions you need, and how to use the processes for your business needs.

All merchandise items-whether entering the store through receiving and return functions, or leaving the store through sales and shipping functions-are tracked using an inventory process. This inventory tracking performs at the item level, resulting in an audit trail from the time the item enters the store and continuing until the item leaves the store.

Perform inventory actions such as:

Inventory Adjustment
Inventory Counts Options
Inventory Replenishment
Item Lookup
Item Transfer
Print Shelf Labels/Tickets
Receiving
Serial Number Exchange
Shipping

Figure 23-10 Mobile POS Inventory Menu

Figure 23-11 Mobile Handheld Inventory Menu

Table 23-6 Mobile Tablet and Thin Client Inventory Menu Options

Main Menu Option	Sub-Menu Options
Inventory	Inventory Adjustment
	Inventory Counts Options	Inventory Count
		Store Layout Maintenance
	Inventory Replenishment
	Item Lookup
	Item Transfer
	Print Shelf Labels/Tickets
	Receiving
	Serial Number Exchange
	Shipping

Reporting

Provides access to view and print reports. (Mobile Tablet and Thin Client)

Dashboard
Customer Reports
Electronic Journal
Employee Reports
Inventory Reports

Figure 23-12 Reporting Menu

Note:

An icon showing a single piece of paper represents a report. Selecting a single report opens it.

An icon showing a group of papers means there is a collection of reports under that menu option.

Table 23-7 Mobile Tablet and Thin Client Reports

Report Category		Sub-Menu Options
Dashboard
Customer Reports	Customer Account Activity Summary Report
	Customer List Report
	Layaway Reports
	Special Orders Report
Electronic Journal
Employee Reports	Employee Productivity Report
	Employee Schedule Reports	Employee Performance
		Employee Schedule Detail Report
		Employee Time Off Summary Report
	Employee Tasks
	Time and Attendance Reports	Open Timecard Report
		Payroll Detail by Employee
		Payroll Summary
		Posted Timecard
Inventory Reports	Inventory Movement
	Inventory Movement History Report
	Inventory Movement Pending Report
	Inventory Stock Cost
	Item List Report
	Receiving Exception Report
	Receiving Report
	Replenishment Open Product Requests Report
	Replenishment Product Request Report
	Restock report
	Shipping Exception Report
	Shipping Manifest Report
Operation Reports	Price Change Report
	Saved Reports
	Store Locations Report
	Till Reports	Cash Drawer Audit Report
		Cash Drawer Report
		Paid In/ Paid Out
Sales Reports	Airport Sales Tax Report
	Flash Sales
	Journal report
	Retail Reports	Best Sellers
		Cancelled Transaction Report
		Credit Card Report
		Daily Sales & Cash Report
		Daily Sales Report
		Gift Certificate Report
		Line Void report
		Merchandise Sales Analysis Report
		No Sale Report
		Post Void Transaction Report
		Price Override Report
		Restock Report
		Returned Merchandise Report
		Sales by department Report
		Sales by Hour Analysis Report
		Sales by Hour Report
		Sales Goals Report
		Suspended Transaction Report
		Tax Exemption Report

Xstore Mobile Guide

The menu option opens the browser with the mobile guide for help. (Mobile Tablet and Thin Client)