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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 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
• Numeric 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
• iOS Status Bar
• Required Fields
• Search Menu Option

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
  • Multiple Printers
    • QR Code
  • 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
• Offline Sales Transactions
  • Entering an Offline Transaction
    • Perform a Sales Transaction

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
• Entering Returns when in Offline Mode
  • Perform a Offline Return Transaction
• 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
  • Gift Certificate
  • Store Credit
  • Merchandise Credit Card
  • House Account
  • Room Charge
  • Customer Not Present

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 Offline Transactions

• Entering an Offline Transaction
  • Perform a Sales Transaction
  • Perform a Return Transaction

20 Airside Store Transactions

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

21 Gift Registry

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

22 Xcommerce

• Create an Xcommerce Transaction
• Remove Item
• No Items

23 Maintenance Functions

• Till
• Employee
• System Admin
• Customer
• Associate
• Inventory
• Reporting
• Xstore Mobile Guide

24 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

25 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

26 Message Maintenance

• Creating and Maintaining Messages
  • Creating a New Message
  • Editing a Message
  • Deleting a Message

27 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

28 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

29 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

30 Price Inquiry

31 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

32 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

33 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

34 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

35 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

36 Receipt Reprint Options

• Rebate Receipt
• Reissue Gift Receipt
• Reprint Document
• Reprint Last Receipt

37 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

38 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

39 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

40 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

41 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
• Offline Transactions
• Reinitialize Hardware
• Temporary Store
  • Request a Temporary Store
  • View/Print QR Codes
  • Cancel Temporary Store Request
  • Open Store
  • Close Store
  • Functionality
• About Information

42 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

43 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

44 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

45 Inventory Adjustment

46 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

47 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

48 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

49 Store Open and Close

• Closing the Store
• Opening the Store
• Calling the Update Service
• Manually Refresh Promotions

50 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

51 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

52 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)

53 Networked Cash Drawers

• Discover and Activate a New Networked Cash Drawer
• Open Cash Drawer
• Attach Cash Drawer
• Remove Cash Drawer
• Close Cash Drawer

54 Till Maintenance

• Cash Pickup
• Cash Transfer (From Store Safe To Till)
• Mid-day Deposit
• Till Audit

55 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)

56 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

57 Reporting

• Report Menu Configuration and Security
• How to Access Reports on Xstore Mobile POS
• Saving a Report
  • View Saved Reports
• Report Printing
  • Multiple Printers
    • QR Code
  • Report Printing Options

58 Offline Transactions

• Reviewing Offline Transactions
• Printing a Transaction Receipt

59 Flash Sales

• Flash Sales Summary Report
• Flash Sales By Department Report
• Flash Sales By Hour Report
• Flash Sales By Employee Report