| Oracle® Retail Xstore Point of Service User Guide Release 20.0 F35716-05 |
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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 and the fee of the provider.
Xstore Point of Service has been integrated with the two largest providers:
Global Blue
Using their IC2 services and IC2 web forms embedded within Xstore
Planet Payment (previously known as Premier Tax Free (PTF) or Fintrax(FX))
Using Xstore forms
Xstore is certified for the use of the Tax Free for the following countries:
Austria
Belgium
France
Germany
Italy
Japan
Netherlands
Poland
Portugal
Spain
Sweden
Switzerland
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.
In the default processing, the Tax Free Invoice form opens, and after this Xstore prompts for tendering.
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Note: A configuration setting is available for use with Global Blue, and when using certain payment providers, that prompts for tendering first, and if a credit /debit card is tendered and is potentially eligible for Tax Free, then the Tax Free Invoice form can be opened, and can allow "immediate refund" method to be selected (if configured) and the refund applied immediately to the sale. The reduced transaction amount is then displayed on the payment terminal and thus the customer will pay the original transaction total, less the refund amount, on the card payment. |
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Note: The connection from Xstore to the Tax Free Provider must be available, in order for a Tax Free Invoice to be issued. |
The Tax Free Invoice form that opens depend on the Tax Free Provider. Select the provider to continue the steps:
With Planet, the following Xstore forms are displayed:
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 #: The id of the selected document type.
Document Country: Country for the customer's document.
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Note: Only countries locally eligible for VAT refund are available in this menu. |
Document Expiration Date: The date in which the document will expire.
Nationality: Customer's national country.
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.
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 form would only be used if the Tax Free Provider has supplied "Tokenization Devices" to the store, otherwise the cashier would select Skip card data selection.
This form has the following data fields to be captured:
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). The customer inserts their credit card into the providers device and the device displays a QR Code. The cashier will then scan the QR Code. The next 3 fields are usually automatically populated.
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: 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. |
Select a Refund Method and enter the Voucher Formula.
If Alipay is selected as the Refund Method, enter the phone number.
If Alipay Instant is selected as the Refund Method, enter the Alipay barcode the customer should provide to you via their mobile device application.
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). |
With Global Blue IC2, the IC2 Webform is displayed embedded within Xstore.
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Note: When using Xstore Mobile Tablet or HHT, the IC2 webform auto adjusts to the relevant screen size. |
Enter the customer's information.
The IC2 form controls which fields are displayed, which are mandatory and which refund methods are available. The cashier can lookup the customer details using the customers Global Blue Card or passport number, and if located by IC2, the customers details will be displayed into the form, saving the cashier from manually keying all of these details. If a customer is already attached to the sales transaction, then Xstore will default the customers details, which can be edited if required.
When all mandatory fields have been entered, the cashier selects the required refund method.
The cashier then selects Issue, in order to issue and print the Tax Free Invoice - the cashier will hand this over to the customer, along with the Xstore receipts, after the tendering process is completed.
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.
These are applicable for both Global Blue IC2 and Planet:
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.
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Note: This option requires a 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 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.
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.
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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.
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Note: At this point some refund methods are not available. |
When using Planet, to retrieve the traveler information for a customer:
Click Lookup Traveler from either the Sales menu or from the customer data forms.
The Customer Tax Free Provider Token window opens.
Enter either the customers Tax Free Card (Provider Card Token#) or the customers Passport# and country:
Provider Card Token# - either scan or key the Card Token#
Passport - key the passport number and select the Country that issued the passport
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.
