1 Do the Basics
A series of new screens have been introduced that use the Oracle Redwood user experience design patterns. These screens are part of a new Locations Destination that has a unique set of interface options and controls that vary from the classic interface of the Oracle Retail Merchandising Suite of solutions. The following sections describe the Locations Destination user interface controls in more detail.
You can quickly access the tasks of the Locations Destination from the Home Experience, which can be opened by clicking the Oracle icon, also referred to as the ‘O-tag’ in the bottom right corner of the screen. See Home Experience for more information on how to access and use the home experience features.
The following topics are covered in this chapter:
Accessing the Locations Destination
The Locations Destination is an extension of the Merchandising solution that is displayed in a separate browser tab from the classic Merchandising interface. The Locations Destination can be accessed once you are logged into Merchandising as long as you have the required security privilege. To access the Locations Destination from Merchandising:
-
From the Tasks menu, select Foundation Data > Location Foundation > Locations. The Locations Destination landing page will open in a new browser tab or window.
Accessing the Home Experience
The Home Experience is a full-page menu that overlays on top of whatever screen you were previously viewing. It is always accessible from any screen by clicking the Oracle icon, also referred to as the “O-tag”, in the bottom right corner. From the Home menu, you can quickly access the tasks available to you in the Locations Destination.
-
Click the Oracle icon, also known as the “O-tag”, in the bottom right corner of any the page in the Locations Destination. The Home Experience, which is a full-page menu, will display.
Figure 1-1 The O-tag, Used to Open the Home Experience
Figure 1-2 The Home Experience
Home Experience
The Home Experience is a full-page menu that overlays on top of whatever screen you were previously viewing. It is always accessible from any screen by clicking the Oracle icon, also referred to as the “O-tag”, in the bottom right corner.
The following features are available in the Home Experience:
- Product Map and Suggestions Views
- Ask Oracle Search
- User Menu
Links to all of tasks and actions available to you can be viewed in a Product Map display or a Suggestions list display, or you can search for a desired task through the Ask Oracle Search bar at the top of the Home Experience page.
Your Tasks
The Home Experience is a full-page menu. The tasks and actions available to you are displayed on the screen in one of two views, a Product Map view or a Suggestions list view.
A task is a link to a task flow to accomplish a business process or procedure. For example, a task may be searching for a warehouse, editing a previously created store, viewing the organizational hierarchy, or creating a store.
You can either click the specific task name to open, or use the Ask Oracle Search bar at the top of the Home Experience menu to search for a task flow that you want to open or action you want to perform.
Note:
The tasks listed in your Home menu may appear slightly different, depending on features selected during the solution setup process and based on your individual security access. By default, the tasks are displayed in the Product Map view, which may be organized into folders. Clicking the Suggestions button toggles to a fully expanded list of all the tasks.Note:
When the Merchandising end-of-day batch jobs are running, the online task flow screens are unavailable. Prior to the batch jobs starting, users are warned to save their work and exit. After a period of approximately five minutes, the batch run starts and users are logged out of the online application. They are not able to access any tasks in the applications until the batch schedule has completed.Product Map View
The Product Map view will display the first time you enter the Home Experience. This view offers a high level overview of the tasks and actions available to you, based on your security access. Each box in the Product Map may contain a folder, a link to a task flow, or an action that can be performed in another screen. If the option is a folder, another series of boxes will display in the Product Map, showing the contents of the folder. The folder will contain links to either task flows or actions that can be performed, again displayed based on your security access.
Figure 1-3 Product Map
Suggestions View
The Suggestions view is a flat listing of the same tasks and actions to which you have access. Each option listed in the Suggestions view is a clickable link to a task flow or action.
Figure 1-4 Suggestions
Toggle Between Views
In the bottom center of the page is a pill-shaped toggle button that allows you to toggle back and forth between this Product Map view and the Suggestions view.
You are currently viewing the Product Map when the button shows a black circle (indicates the currently displayed view) followed by a list icon and the ‘Suggestions’ label:
Clicking the button when it is in this state toggles the screen to the Suggestions list view. When in the Suggestions view, the button shows a map icon, the ‘Product Map’ label and then a black circle (indicates the currently displayed view):
Clicking the button when it is in this state toggles the screen to the Product Map view.
Choose a Default View
From the User Menu you can choose your desired Default Home View, which is a choice between the Product Map or the Suggestions views. It is a way to indicate your preference as to which view is displayed each time you return to the Home Experience. Regardless of which one you select as your default view, you can always toggle to the other view at any time using the toggle button in the bottom center of the Home Experience page.
To switch between the Product Map and Suggestions views:
-
To open the User Menu, in the top right corner of the Home screen, click the square button with your initials.
Figure 1-5 User Menu – Default Home View Section Expanded
- Click Default Home View to expand the section to see the two available options: Product Map and Suggestions. Initially, the Default Home View will be set to Product Map.
- Select from the desired view and click anywhere outside of the User Menu to close the User Menu.
Ask Oracle Search
At the top of the Home Experience page is an Ask Oracle Search bar. You can use this to find a desired task or action you wish to perform by keying in the part of the name of the task.
Figure 1-6 Home Experience – Ask Oracle Search Bar
As you key in a value, matching tasks will display on the screen. For example, if you were to key in sto, any task name that contains the characters ‘sto’, such as Stores and Warehouses and Create Store, displays with the matching characters displayed in bold font.
Figure 1-7 Home Experience – Ask Oracle Search Results
When you see your desired task, click it to open the associated task flow. Or, if you did not find what you were looking for, you can clear the search bar and try typing another value.
User Menu
The User menu within the Home Experience provides access to several functions:
- Preferences
- Default Home View
- Help
- About
- Sign Out
The User Menu is accessed by clicking the avatar image in the upper right corner of the Home Experience page.
Figure 1-8 Home Experience – User Menu
In the User Menu are two collapsed options: Default Home View and About. Each can be expanded by clicking the down arrow next to the option.
The following options are available in the User Menu:
Preferences
The only preference that can be set for the Locations Destination is your desired language. This will determine the language in which all labels in the Locations Destination will display. If any data has been translated into the language, you will also be able to see these translated values on various pages in the Locations Destination.
The Language page in the Preferences Destination is where you specify your desired language.
To set your preferences:
-
Open the Locations Destination Home Experience by clicking the "O-tag" icon in the bottom right corner of the screen. The Home Experience displays.
-
Open the User Menu by clicking the avatar icon or image in the upper right corner of the Home Experience.
-
Select Preferences from the User Menu. A warning message will display telling you any unsaved work will be discard if you continue. If you have work you wish to save, click Cancel to this message and save your work. Otherwise, click the Discard button in the message. The Preferences Destination’s Home Experience page will open.
Figure 1-9 User Menu
Figure 1-10 Preference Home Experience
-
Select Language from the Home page. The Languages page appears.
Figure 1-11 Language Page
-
Select your desired language from the Language page and click the Save button to save this change, or click the Cancel button to discard your change.
To return to the Locations Destination landing page:
- Click the “O-tag” Oracle icon in the bottom right corner to open the Preferences Home Experience.
- Click Exit Preferences from the Home Experience page. The Locations Destination appears.
Default Home View
From the User Menu, you can choose your desired Default Home View which is a choice between the Product Map or the Suggestions views. It is a way to indicate your preference as to which view is displayed each time you return to the Home Experience. For more information, see Choose a Default View.
Help
The Location Destination contains an online HTML help that can guide you through the user interface. User information is included to describe high-level processes and procedures, as well as provide step-by-step instructions for completing a task.
You can access online help by selecting the Help link in the User Menu from the Home Experience. Once in the help, you can access additional information through the table of contents or by using the index.
About
When the About section is expanded, you will see the version of the solution you are using along with a link to copyright information.
Sign Out
While there is a Sign Out option from within the User Menu of the Locations Destination, this controls your login to the Merchandising solution overall. Whether you sign out from here or from the user menu in the Merchandising browser window, you will be logged out of the Merchandising solution. This means that if you click Sign Out from the Locations Destination, when you click back to the Merchandising browser tab or window, you will need to log back into the solution.