Contents

Title and Copyright Information

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Preface

• Audience
• Documentation Accessibility
• Related Documents
• Improved Process for Oracle Retail Documentation Corrections
• Oracle Retail Documentation at the Oracle Help Center
• Conventions

1 Introduction

• Overview
• Business Value
  • Improved Customer Satisfaction
  • Real-Time Inventory
  • Streamlined Inventory Processes
  • Improved Corporate Control
  • Full Transaction Views
  • Enhanced Inventory Tracking
  • Custom Flexible Attributes

2 Common Usability and Navigation

• Welcome / Login
• Menu/Drawer
• Store List
• Language
• Scan Type
• Scan Mode
• Unit of Measure
• Numeric Entry
• Filter Bar
• Scan Bar
• Search Criteria
• Item Image and Item Description
• Print
• Notes
• Reset, Remove, and Restore Item
• Item Detail - UIN
• Item Detail - Attributes

3 Open Transactions and Notifications

• Open Transactions
• Ad Hoc Notifications
• System Notifications
• Search Criteria (Open Transaction)
• Notification List
• Search Criteria (Notification)
• Notification Detail
• Notification Warning Display

4 Lookups

• Item Lookup
  • Item Lookup Search Criteria
  • Searching by Item
    • Item
  • Searching by Supplier
    • Supplier
    • Primary Supplier (Check Box)
  • Searching by Style
    • Style (Item ID)
  • Searching by Finisher
    • Finisher
  • Searching by Warehouse
    • Warehouse
  • Searching by UDA
    • UDA
    • Text
    • Value
    • Date Range
  • Searching by Inventory Status
    • Inventory Status
    • Sub-Bucket
  • Item Detail
  • Stock On Hand
    • Stock On Hand Info
  • Pricing
  • Item Attributes
    • Item Attributes
  • Order Attributes
  • Merchandise Hierarchy
  • Stock Locator
  • Deliveries
  • Non-Sellable
  • Components
  • Packs
  • Item Locations
  • UDAs
  • RFID Locations
  • Item CFAs
  • Related Items
  • Customer Orders
  • Suppliers
• Universal Item Lookup
• Supplier Lookup
  • Supplier Detail
  • Supplier CFAs
• Container Lookup
  • Container Items
  • Container Lookup Item Detail
  • Container Lookup Info
• RFID Locator
  • Item EPCs
  • RFID Tag Finder

5 Inventory Adjustments

• Inventory Adjustments Mobile
  • Inv Adjust List
  • Search Criteria (Inventory Adjustment)
  • Inv Adjust Items
  • Item Detail
  • Edit CFAs
  • Info Screen (Inv Adjust Items)
• Inventory Adjustments Desktop
  • Inventory Adjustment List
  • Inventory Adjustment Search Criteria
  • Inventory Adjustment Detail
  • Inventory Adjustment - UIN
  • Inventory Adjustment - Extended Attributes
  • Edit Info Popup
  • Info Popup
  • Download Reports Popup
• Inventory Adjustments Process

6 Direct Store Delivery

• Overview
• Business Cases
  • DSD Receiving Process for PO Based Delivery with ASN
  • DSD Receiving Process for PO Based Delivery without ASN
  • DSD Receiving Process without PO
  • DSD Receiving Process via DEX/Nex
• Screen Flow
• Functionality
  • DSD Receiving List
  • DSD Receiving List Search Criteria
  • Creating a New DSD Receipt
  • DSD Receiving Containers
  • DSD Receiving Info
  • Customer Orders
  • Edit Receipt
  • Edit CFA
  • External Receiver Adjustments
  • Container Items
  • Receiving Item Detail
  • DSD Receiving Container Info
  • Edit Container
  • Selecting a Purchase Order for a PO Based Delivery
  • Purchase Order List
  • Purchase Order List Search Criteria
  • Purchase Order Items
  • Customer Order Reserve On Receipt / Auto Pick

7 Transfers

• Transfer Functionality
  • Business Case
• Transfer Document
  • Destination Types
  • Customer Orders
  • Transfer List
  • Search Criteria (Transfers)
  • Create Request
  • Request Items
  • Transfer Items
    • Footer Menu
  • Item Detail (Create/Edit/View Request)
  • Item Detail (Accept/Reject Request)
  • Edit CFAs Screen
  • Info Screen (Transfer Items)
  • Edit Transfer
• Transfer Shipping
  • Features
  • Tsf Ship List
  • Search Criteria (Transfer Shipment)
  • Tsf Ship Containers
    • Submit
    • Dispatch
    • Customer Orders
  • Edit Shipment
  • Edit CFA
  • Info (Shipment)
  • BOL Info
  • Customer Order List
  • Transfer Container Items
  • Item Detail (Quantity)
  • Select Document
    • Options to Add to Container
  • Edit Container
    • Limit Items to (Hierarchy Restriction)
  • Edit CFAs Screen
  • Info (Container)
• Transfer Receiving
  • Tsf Rcv List
  • Search Criteria (Transfer Receiving)
  • Tsf Rcv Containers
  • Edit Receipt
  • Edit CFAs Screen
  • Transfer Receiving Info (Receipt)
  • Misdirected Container
  • Misdirected Items
  • Customer Order List
  • Container Items
  • Item Detail
  • Edit Container
  • Info (Container)
  • Quick Receiving
  • Quick Rcv List
  • Processing
    • Available Versus Unavailable Inventory

8 RTV and RTV Shipment

• RTV Request and Shipment
  • RTV Request
  • RTV Shipment
• Business Cases
  • Damage Item Process
  • Recall Process
• Screen Flow
• Functionality
  • RTV List
  • RTV Search Criteria
  • RTV Request Items
  • RTV Request Item Detail
  • Edit CFAs Screen
  • RTV Info
  • Edit RTV
  • RTV Create Shipment
  • RTV Ship Containers
  • Edit CFAs Screen
  • Shipment Info
  • BOL Detail
  • Edit Shipment
  • RTV Ship Container Items
  • Item Detail (Container)
  • RTV Container Default Item
  • Container Info
  • Edit Container
  • Select Item
  • Processing

9 Shipping and Receiving Common Components

• Overview
  • Manifesting
    • Business Case
• Mobile
  • Edit Shipment
  • Carrier and Service Selection
  • Motive
  • Adjust Carrier (Transfer Shipment and RTV Shipment Only)
  • Edit Container
  • Tracking ID
  • Weight and Package Validation
  • External Printing
  • Print

10 In Store Replenishment

• Overview
• Business Cases
  • Replenishment of Shop Floor
  • Moving Items to the Backroom
• Screen Flow
• Functionality
  • Replenishment
    • Replenishment Pick List
    • Replenishment List Search Criteria
    • Create Replenishment Pick
    • Replenishment Pick Items
    • Substitute Items
    • Receive on Shop Floor
  • Shelf Adjustment
    • Shelf Adjust List
    • Create Shelf Adjust
    • Shelf Adjust Items
  • Scan List
    • Scan List
    • Create Scan List
    • Scan List Items
  • Most Common Functional Process

11 Stock Counts

• Overview
  • Types of Stock Counts
    • Ad Hoc Stock Counts
    • Unit Stock Counts
    • Problem Line Stock Counts
    • Unit and Amount Stock Counts
    • Summary
  • Serialization
• Functionality
  • Features
  • Stock Count List
  • Ad Hoc Stock Count
  • Stock Count List Search Criteria
  • Child Count List
  • Edit Stock Count
  • Edit CFA
  • Stock Count Items and Stock Re-Count Items
    • Info
    • Product Group Info
    • Child Count Info
    • Bulk Scan
    • Bulk Items
    • Issues
    • Issue Detail
    • Issue Detail - UIN
    • Issues - Single Item
  • Search Criteria - Stock Count Items and Stock Re-Count Items
  • Item Detail

12 Customer Order Management

• Customer Orders
  • Customer Order List
  • Search Criteria (Customer Orders)
  • Customer Order Items
    • Footer Menu
  • Edit Customer Order
  • Info (Customer Orders)
  • Edit CFAs Screen
  • Customer
  • Item Detail (Customer Orders)
• Customer Order Picking
  • Pick List
  • Search Criteria (Pick List)
  • Create Pick
  • Pick Items
  • Item Detail (Picking)
  • Confirm Item/Confirm Bin
  • Substitute Items
  • Info (Picking)
• Customer Order Deliveries
  • Delivery List
  • Delivery Items
  • Item Detail (Customer Order Deliveries)
  • Info (Customer Order Deliveries)
  • BOL Info
  • Edit Delivery
• Customer Order Reverse Picks
  • Reverse Pick List
  • Reverse Pick Items
  • Item Detail (Customer Order Reverse Picks)
  • Info (Customer Order Reverse Picks)

13 Item Basket

• Item Basket
• Item Basket List
• Search Criteria (Item Basket)
• Create Item Basket
• Item Basket Items
• Item Detail
• Edit Item Basket
• Edit CFAs
• Info Screen (Item Basket)
• Bulk Scanning
  • Bulk Scan
  • Bulk Items
  • Select Item Basket

14 Ticketing

• Print Item Price