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Oracle® Retail Mobile Merchandising User Guide
Release 15.0
E63786-01
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1 Mobile Merchandising Overview

This chapter describes the method by which you start the application, log on and off. It also describes the user interface controls in more detail.

The following topics are discussed in this chapter:

Getting Started

Oracle Retail Mobile Merchandising has the following options:

Starting the Application

After the installation of the Oracle Retail Mobile Merchandising Applications and configuration of all handheld devices, the application can be started and the handheld devices accessed.

Signing Into the Application

To sign into the application:

  1. Access the handheld device.

  2. Tap the Oracle Merchandising icon. The Welcome screen appears.


    Note:

    The term tap is equivalent to click on handheld RF devices.

  3. Figure 1-1 Welcome Screen

    Surrounding text describes Figure 1-1 .
  4. On the Welcome screen, enter your user name in the User Name field.

  5. Enter your password in the Password field.

    For information on how passwords are handled by this application, see Passwords.

  6. Select Remember User Name to remember the user name.

  7. Tap Sign In to sign in to the application. After you sign in, the Application Switcher menu screen appears:

    Figure 1-2 Application Switcher Menu Screen

    Surrounding text describes Figure 1-2 .

Logging Out of the Application

To logout of the application:

  1. Tap Log Out. The Welcome screen appears. See Figure 1-3.

    • If you are the only logged on user, you can log off without confirming the user name and password.


    • Note:

      If you are the last user for the current business day, the application must be closed before you log off.

    Figure 1-3 Logging Out of the Application

    Surrounding text describes Figure 1-3 .

Locale Support

Locale support means tailoring the information displayed on a screen and accepting user entered data in a format that meets the conventions of the locale, or geographic region, where the application is being used. The application can be internationalized. For more information on localization, see Oracle Retail Mobile Merchandising Implementation Guide.

Closing the Device

At the end of a business day, all registers and handheld devices must be closed to reconcile its transactions. Close the device only at the end of a business day. You need to access the application again to complete any transaction that you worked on before closing the device or on timeout.

To close the device:

  1. From the Application Switcher menu screen, tap Log Out. See Figure 1-2. The Welcome screen appears. See Figure 1-1.

  2. To verify closing, enter your user name and password. The device is now closed.

Security

This section provides an overview of how security issues are handled.

Passwords

Passwords are used to restrict access to Oracle Mobile Merchandising. The criteria passwords must meet are defined by the retailer. Requirements can include the definition of password length and content. For example, you may need to enter a password that is at least five but not more than ten characters and includes at least one numeric character. For information on your password requirements, consult your system administrator.

Password reset/expiry policy depends on the Lightweight Directory Access Protocol (LDAP) server policy that the application is configured to. You need to contact your system administrator for any password lockout or reset issues.

Timeout Interval

If there has been no activity on your handheld device for a period of time, you will be automatically logged off and will need to log back on before you can perform any new functions. Any transactions that have not been completed will be lost when the device times out.

Terminology

Some terms are used in special ways with handheld devices:

Tap, Select, Click: User's action to execute a command such as a button click or selecting on a HTML link by a stylus or pen-shaped apparatus, typically supplied with the handheld devices.

Type or Enter: Enter alphanumeric text into the available data entry field using any means available, such as writing with the stylus or selecting letters or numbers from the on-screen keyboards.

Common User Interface Controls

Oracle Retail applications, such as Oracle Retail Mobile Merchandising; include some common interface options and controls that you can use throughout the application workflow (Recent Allocation and ReSA). The following sections describe these user interface controls in more detail:

The following topics are covered in this section:

Navigation Tools

The navigation toolbar appears at the top of the navigation list. The toolbar buttons enable you to perform functions described in the following table.

Table 1-1 lists the icons used throughout the Mobile Merchandising application.

Table 1-1 Icon Descriptions

Icon/Button Description Function

Surrounding text describes app_menu_icon.gif.


Application Switcher

Tapping this menu displays a list of functional flows like Recent Allocation and ReSA.

Surrounding text describes drawer_icon.gif.

Drawer

Tapping this icon from anywhere in the application displays the ReSA/Allocation drawer menu.

Surrounding text describes view_selector_icon.gif.

View Selector

Tapping this icon allows you to cycle through the four available Store Day Summary views in Sales Audit functional flow.

Surrounding text describes action_choices_icon.gif.

Action Choice

Tapping this icon displays the action choice. Version 14.1.1 supports only email as the action choice.

Surrounding text describes right_arrow.gif.

Arrow

Tapping the arrow icon, more details can be viewed.

Surrounding text describes back_button.gif.

Back

Tapping this button returns to the previous page.

Surrounding text describes search_reset_icon.gif.

Search Reset

Tapping this icon clears the search criteria and allows to perform a new search.

Surrounding text describes data_sorter_icon.gif.

Data Sorter

Tapping this icon sorts the list of stores based on the selected sorting option.

Surrounding text describes search_icon.gif.

Search

A text box appears under the search criteria when this icon is tapped. From the Store Search screen, you can search by entering stores's ID, name, or assigned auditor's ID for ReSA. From the Recent Allocation screen, you can search by entering allocation ID or description for Allocation.

Surrounding text describes email_icon.gif.

Email

You can send an email to the auditors assigned to the selected stores by tapping this icon.


Message Type

Table 1-2 lists the message type used throughout the Mobile Merchandising application.

Table 1-2 Message icons

Icon Type Function

Surrounding text describes error_msg_icon.gif.


Error

The error messages identify problems related to data input, validation, or application functionality.

Surrounding text describes warning_icon.gif.

Warning

The warning messages inform about pending actions or situations that may need attention.

Surrounding text describes confirmation_icon.gif.

Confirmation

This confirms an action has completed successfully. Typically used to convey that an action took place (for example Product Item Added, Contact Removed).

Surrounding text describes info_icon.gif.

Information

Information messages inform the user about changes in the application that are not errors, warnings, or confirmations.