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Oracle® Retail Xstore Office Cloud Service User Guide
Release 19.10
F89728-01
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Contents
List of Figures
List of Tables
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 on the Oracle Help Center (docs.oracle.com)
Conventions
1
Getting Started
Prerequisites
Web Browser Support
Accessing Oracle Retail Xstore Office Cloud Service
About this Guide
2
Roles, Users, and Security Access
Oracle Retail Xstore Office Cloud Service Areas Controlled by Security
About this Chapter
User Roles
Creating/Editing User Roles
About Privileges
Administration
Configurator
Customization
DataManager
DeploymentManager
Home Page
Reports
Support
Admin Users - Using Roles to Grant Access to Oracle Retail Xstore Office Cloud Service
Creating a User for Xstore Office Cloud Service
Synchronizing New Users
Editing Oracle Retail Xstore Office Cloud Service User Accounts
Resetting Passwords User Accounts
3
System Management
About this Chapter
Where To Look For User Settings Information
Oracle Retail Xstore Office Cloud Service Configuration
Oracle Retail Xstore Office Cloud Service Configuration Options
Country Pack - Brazil
Country Pack - Italy
Deployment Category
General Category
Purge
Reports Category
User Account
Broadcaster Management
Adding A Broadcaster
Editing A Broadcaster
Customization Management
Uploading Configuration Files
Exporting Active Configuration Files from the Configuration List
Deleting Configuration Files from the Configuration List
Job Management
Organization Management
Adding an Organization
Editing an Organization
Integration Management
Adding An Integration
Editing An Integration
Enabling An Integration
Available Locales
Where Locale Is Used
4
Profile Management
About this Chapter
Setup Overview
Summary
Profile Maintenance
Setting Up Profile Groups & Elements
Profile Group and Element Versioning
About Profile Group and Element Versioning
Personality Maintenance
Personality Setup Options
General Information
Base Features
Overrides
Review
Landscape Maintenance
Adding a New Landscape
Editing an Existing Landscape
Store Personality Maintenance
5
Configurator
About this Chapter
Configuration Options and Availability Matrix
Configuration Versioning
Managing Configurations
Configuring Codes
Code Configuration Options
Configuring Discounts
Discount Configuration Options
Basic Information
Calculation Information
Customize Configuration Options
Discount Accessibility Configuration
Discounts System Configuration
Discount Options
Returns
Configuring Reason Codes
Reason Code Configuration Options
General Options
Inventory Adjustment Options
Paid In/Paid Out Options
Return Reason Code Options
Properties [Country Pack ONLY]
Configuring Menus and Tabs
Oracle Retail Xstore Point-of-Service Menu Configuration
About menu categories
Editing an Existing Menu
Changing the Menu Text
Removing a menu option
Changing a Menu Option Location
Adding a New Menu Option
Oracle Retail Xstore Point-of-Service Tab Configuration
Adding a New Tab
Removing a Tab
Moving a Tab Position
Changing a Tab Name
Menu System Configuration
Help
Register Configuration
Store Specific
Configuring Receipts
Finding the Receipt by Type
Finding the Receipt by Transaction
Changing the Receipt Logo
Receipt Configuration: System Configuration Options
Charity
Comission Options
Discount Options
Email Settings
Gift Receipts
Gift Registry
Inventory Location Based
Item Options
Kit Options
Layaway
Loyalty Options
Send Sale
Till Account
Training Mode
Transaction Behavior
Configuring Xstore Point-of-Service System Config Options
Using the System Config Search Feature
About Configuration Overrides
Viewing/Editing System Configurations
Configuring Oracle Retail Xstore Point-of-Service Security
Security Groups Setup
Security System Configuration
House Accounts
Sales
Security
Store Specific
Tender Options
Till Accountability
Warranty
Configuring Tenders
Tender Configurations
Basic Information
Denominations Information [DENOMINATION Tender Types Only]
Availability Information
Tender Options Maintenance
Tender Options Configuration
Usage Information
Customer Information
Authorization Information [AUTH tender types only]
Count Information [COUNT Tender Types Only]
Tender Security Settings
Tender Security Settings Configuration Options
General Information
Limits
Online Authorization Rules
Offline Authorization Rules
Refund
Tender Configuration: System Configuration Options
Charity
Closing Options
Discount Options
House Accounts
Opening Options
PayPal
Returns
Store Specific
Tender
Tender Options
Till Accountability
Configuring Customer Displays
Deploying Configuration Changes
Scheduling a Planned Deployment
Scheduling a Single Deployment
Viewing Configuration Changes
Delete Configuration Changes
Delete Profile Configuration Overrides
Delete Store Specific Overrides
Copy Store Configurations
Deployment History
Deployed Versions
6
Data Management
About this Chapter
Where To Look For Additional Information
About Data Management
Managing Data
Data Manager Options
Items
Merchandise Items
Item Prices
Calculating the Price of an Item
Adding or Editing a Price
Attached Items
Adding an Attached Item
Editing An Attached Item
Merchandise Hierarchy
Editing a Merchandise Hierarchy Level
Adding to a Merchandise Hierarchy Level
Non-Merchandise Items
Item Matrix Manager
Assigning Matrix Colors To Merchandise Hierarchy And/Or Item Records
Changing the Sort Order
Specifying Merchandise Hierarchy And/Or Item Records As Hidden
Item Message Maintenance
Adding an Item Message
Editing an Item Message
Item Restrictions
Adding an Item Restriction
Editing an Item Restriction
Item Restriction Types
Searching for Item Restriction Types
Adding Item Restriction Types
Editing Item Restriction Types
Vendors
Employees
Taxes
Tax Elements
Tax Authorities
Tax Locations
Tax Groups
Tax Brackets
Tax Rates
Legal Entities [Country Pack ONLY]
Communications
Store Messages
Employee Tasks
Exchange Rates
Stores
Viewing and Deploying the Data Changes
Viewing the Individual Changes in the Data Bundle
Data Publisher - Redeploying Data
Transferring Data
Managing the Organization Hierarchy
Defining Organization Hierarchy Levels
Adding an Organization Hierarchy Level
Editing the Description of an Organization Hierarchy Level
Deleting an Organization Hierarchy Level
Maintaining the Organization Hierarchy
Adding an Organization Hierarchy Level to a Node
Editing the Value and Manager Information
Adding Unassigned Stores to an Org Node
Creating a New Store and Add It to an Org Node
Deactivating an Org Node
Moving an Org Node
Deploying the Organization Hierarchy Changes
Creating and Maintaining Store Collections
Adding a Store Collection
Editing a Store Collection
Stock Valuation Year End Roll-Up
Overview
End-Of-Year Processing
7
Deployment Management
The Deployment Process at a Glance
About this Chapter
Uploading Files
File Upload: Removing an Uploaded File From the List
File Upload: Deploying a File or Files
Deployment: Using a Single Deployment
Deployment: Using a Deployment Plan
Creating a Deployment Plan
Deleting an Deployment Plan and Waves
Deleting a Wave from a Plan
Editing a Deployment Wave and Plan
Email Notifications
Viewing Deployments
Viewing Detail By Store
Approving a Wave
Unapproving a Wave
Purging Files
To Stop a Deployment
Cancelling Deployments
Automatic External File Delivery
Setting File Delivery Details
Line Count [optional]
Download ID
Application Date
Target Org Node
Deployment Name
Download Time
Apply Immediately
8
Electronic Journal
About this Chapter
Using the Xcenter Electronic Journal
9
Reports
About this Chapter
Where To Look For More Information
Accessing and Running Oracle Retail Xstore Office Cloud Service Reports
Report Example
Available Reports By Category
Dashboard Report
Custom Reports
Flash Sales Reports Category
Sales Reports Category
Stock Valuation Report
Airport Reports
Transaction Audit Reports
Inventory Reports Category
Employee Schedule Reports Category
Customer Account Reports Category
Misc Reports Category
Dashboard
Dashboard Report Example
10
Support Tools
About this Chapter
Alert Console
About Alerts
Replication
Replication Logged Events
Connectivity
Connectivity Logged Events
About Xcenter Register Offline Alert Data
Application
Application Logged Events
Hardware
Hardware Logged Events
Updates
Updates Logged Events
Versioning
Versioning Logged Events
Alert Settings
Critical Alert Email Settings
To Set Up Critical Alert Email Recipient Addresses
Alert Threshold Settings
To Define Alert Threshold Settings
About Alert Severity Threshold Levels
Support Settings: Technical Information
xcenter.properties
cfg_critical_alert_email Table
ctl_event_logTable
cfg_alert_serverity_threshold Table
Deployed Oracle Retail Xstore Point-of-Service Versions
Oracle Retail Xstore Point-of-Service Version by Store Detail
PosLog Publisher
PosLog Publisher Search Results Page Layout Examples
Example 1: Trans Count < 100, Search Results < 5000
Example 2: Trans Count > 100, Search Results < 5000
Example 3: Trans Count > 100, Search Results > 5000
Replication Status
A
Appendix: About Deployments
Application Roles
Oracle Retail Xstore Office Cloud Service
Xcenter (a part of Oracle Retail Xstore Office Cloud Service)
Oracle Retail Xstore Point of Service
Oracle Retail Xenvironment
DataLoader
Overview: How Files Are Managed
File Download to Stores
File Upload from Stores
Overview: About The Deployment Manifest
Sample Deployment Manifest
Examples: Deployment Scenarios
Deploying an Uploaded File
Deploying a Data Manager Change
Deploying a Configuration Manager Change
Deploying a File Automatically
Version Tracking of Deployments
How a Deployment is Downloaded and Applied
Deployment: Basic Troubleshooting
Deployments downloaded and applied by xenvironment, no status information appears in xstore office
B
Appendix: Personality Maintenance and Config Paths
Config Path Retrieval Process
At Oracle Retail Xstore Point-of-Service Startup
Till/Register Data
Processing Overview
Xcenter Config Path Properties Assembly
Global Configuration Path Properties
xstore.config.path.global.extensions
xstore.config.path.base.features
Workstation Overrides Config Path Properties
xstore.config.path.workstation.overrides.X
Oracle Retail Xstore Point-of-Service Config Path Assembly
If Not Using Xcenter to Get the Config Path
Oracle Retail Xstore Office Cloud Service Security Settings
Resource Bundle Path Consolidation
Database Tables
C
Appendix: User Interface Configurations
Reports Menu
To Reference a Specific Report on the Reports Menu
Home Page Menu
Home Page/Main Menu Options
To Configure the Options on the Home Page
Panel Information
Defining Tab Library Properties
Security Settings
D
Appendix: Accessibility
Glossary