Maintenance Functions

23 Maintenance Functions

Maintenance functions or those accessible outside of sale mode, are available from the Main Menu that is displayed when you log in to the Xstore POS. Some functions on the list may not be available to all employees or on all devices. Individual access is based on menu configuration. Security may be different for each employee, employer group, or register group.

See Feature Availability for a list of functionalities available by device type - Desktop, Thin Client, Tablet, and Handheld.

Note:

Because each Oracle Retail Xstore POS menu is configurable, the button functions and the menu options on your system may appear in a different order or have different text than the examples shown in this guide.

Figure 23-1 Xstore POS Main Menu

The main menu maintenance functions consist of the following areas:

Associate

Functionality includes:

Change Password
Associate Tasks (Desktop, Thin Client, and Tablet)
View Schedule and Timecards (Desktop, Thin Client, and Tablet)
Blackbook

Figure 23-2 Associate Menu

Table 23-1 Xstore POS Associate Menu Options

Main Menu Option	Sub-Menu Options
Associate	Change Password
	Associate Tasks	My Tasks
	View Schedule & Time	View Schedule
		View Scheduled Employees
		View Timecard
	Blackbook

Customer

Includes activities that relate to entering new customers into the customer database and updating customer information.

Functionality includes:

Balance Inquiry
Customer Maintenance
Gift Registry (Desktop, Thin Client, and Tablet)
Layaway Maintenance (Desktop, Thin Client, and Tablet)
Local Inventory Order Maintenance
Order Options
Receipt Reprint Options
Send Sale Shipping
Special Order Maintenance (Desktop, Thin Client, and Tablet)
Work Order Options (Desktop, Thin Client, and Tablet)

Figure 23-3 Xstore POS Customer Menu

Figure 23-4 Handheld Customer Menu

Table 23-2 Xstore POS Customer Menu Options

Main Menu Option	Sub-Menu Options
Customer	Balance Inquiry	Gift Card Balance
		Gift Certificate Balance
		Gift Receipt Inquiry
		Loyalty Balance
		Store Credit Balance
	Customer Maintenance
	Gift Registry
	Layaway Maintenance
	Local Inventory Order Maintenance
	Order Options	Order Maintenance
		Order Status Report
		Order Worklist
		Unfulfillable Status
	Receipt Reprint Options	Rebate Receipt
		Reissue Gift Receipt
		Reprint Document
		Reprint Last Receipt
	Special Order Maintenance
	Work Order Options	Receive Work Orders
		Ship Work Orders
		Work Order Invoice History
		Work Order Invoicing
		Work Order Maintenance

Employee

This option covers all employee maintenance tasks. (Desktop, Thin Client, and Tablet)

Functionality includes:

Associate Advance
Employee Borrow
Employee Scheduling
Message Maintenance
Time and Attendance including Payroll

Figure 23-5 Employee Menu

Table 23-3 Xstore POS Employee Menu Options

Main Menu Option	Sub-Menu Options
Employee	Employee Maintenance	Associate Advance
		Employee Borrow
		Employee Maintenance
	Employee Scheduling Maintenance	Employee Schedule
		Maintain Employee Time Off
		Shift Maintenance
	Message Maintenance
	Time and Attendance	Payroll and Timecard Maintenance
		Regenerate Payroll File

Inventory

Xstore provides several functions to help you maintain your store's inventory through shipping, receiving, and counts. The information in this guide will help you understand what shipping, receiving, and inventory functions are available, how to access the functions you need, and how to use the processes for your business needs.

All merchandise items-whether entering the store through receiving and return functions or leaving the store through sales and shipping functions-are tracked using an inventory process. This inventory tracking performs at the item level, resulting in an audit trail from the time the item enters the store and continuing until the item leaves the store.

Perform inventory actions such as:

Inventory Adjustment
Inventory Counts Options
Inventory Replenishment
Item Lookup
Item Transfer
Location Based Inventory
Print Shelf Labels/Tickets
Receiving
Serial Number Exchange
Shipping

Figure 23-6 Xstore POS Inventory Menu

Figure 23-7 Handheld Inventory Menu

Table 23-4 Xstore POS Inventory Menu Options

Main Menu Option	Sub-Menu Options
Inventory	Inventory Adjustment
	Inventory Counts Options	Inventory Count
		Store Layout Maintenance
	Inventory Replenishment
	Item Lookup
	Item Transfer
	Location Based Inventory	Location Inventory Maintenance
		Movement Pending Reconciliation
	Print Shelf Labels/Tickets
	Receiving
	Serial Number Exchange
	Shipping

Reporting

Provides access to view and print reports. (Desktop, Thin Client, and Tablet)

Dashboard
Customer Reports
Electronic Journal
Employee Reports
Inventory Reports

Figure 23-8 Reporting Menu

Note:

An icon showing a single piece of paper represents a report. Selecting a single report opens it.

An icon showing a group of papers means there is a collection of reports under that menu option.

Table 23-5 Xstore POS Reports

Report Category		Sub-Menu Options
Dashboard
Customer Reports	Customer Account Activity Summary Report
	Customer List Report
	Layaway Reports
	Special Orders Report
Electronic Journal
Employee Reports	Employee Productivity Report
	Employee Schedule Reports	Employee Performance
		Employee Schedule Detail Report
		Employee Time Off Summary Report
	Employee Tasks
	Time and Attendance Reports	Open Timecard Report
		Payroll Detail by Employee
		Payroll Summary
		Posted Timecard
Inventory Reports	Inventory Movement
	Inventory Movement History Report
	Inventory Movement Pending Report
	Inventory Stock Cost
	Item List Report
	Receiving Exception Report
	Receiving Report
	Replenishment Open Product Requests Report
	Replenishment Product Request Report
	Restock report
	Shipping Exception Report
	Shipping Manifest Report
Operation Reports	Price Change Report
	Saved Reports
	Store Locations Report
	Till Reports	Cash Drawer Audit Report
		Cash Drawer Report
		Paid In/ Paid Out
Sales Reports	Airport Sales Tax Report
	Flash Sales
	Journal report
	Retail Reports	Best Sellers
		Cancelled Transaction Report
		Credit Card Report
		Daily Sales & Cash Report
		Daily Sales Report
		Gift Certificate Report
		Line Void report
		Merchandise Sales Analysis Report
		No Sale Report
		Post Void Transaction Report
		Price Override Report
		Restock Report
		Returned Merchandise Report
		Sales by department Report
		Sales by Hour Analysis Report
		Sales by Hour Report
		Sales Goals Report
		Suspended Transaction Report
		Tax Exemption Report

System Admin

Hardware and configuration is accessed via this option and includes:

Datasource Status
EFTLink Admin Functions
Managed Networked Cash Drawers
Mobile Device Access
Mobile Device Quick Config
Mobile Device Users
Offline Transactions
Disable/Enable Hardware
Restore Hardware Defaults
Reinitialize Hardware
Temporary Store

Figure 23-9 Thin Client System Admin Menu

Figure 23-10 Handheld System Admin Menu

Table 23-6 Xstore POS System Admin Menu Options

Main Menu Option	Sub-Menu Options
System Admin	Datasource Status
	Disable/Enable Hardware
	EFTLink Admin Functions
	Managed Networked Cash Drawers
	Mobile Device Access
	Mobile Device Quick Config
	Mobile Device Users
	Offline Transactions
	Reinitialize Hardware
	Restore Hardware Defaults
	Temporary Store

Till

Used to manage the register operations such as opening and closing the registers.

Functionality available includes:

Open/Close Register
Store Safe Maintenance
Safe Bag Management
Till Maintenance
Till Options

Figure 23-11 Xstore POS Till Menu

Figure 23-12 Handheld Till Menu

Table 23-7 Xstore POS Till Options

Main Menu Option	Sub-Menu Options
Till	Open/Close Options	Change Business Date
		Check for Updates
		Force Close
		Print Till Summary Receipt
		Refresh Promotions
		Register Open
		Store Close
	Store Safe Management	Bank Deposit
		Store Safe Audit
		Store Safe Cash Deposit
	Till Maintenance	Cash Pickup
		Cash Transfer
		Mid-day Deposit
		Till Audit
	Till Options	Change Float
		Foreign Currency Maint.
		No Sale
		Paid In
		Paid Out
		Post Void
		Tender Exchange

Training Mode

Training Mode allows you to train new employees on the Desktop UI without being concerned that any live data may be impacted.

In Training Mode, store employees can simulate most of the functions provided by Oracle Retail Xstore Point of Service in normal operating mode. Any transactions performed in Training Mode are distinguished from transactions conducted in operating mode in several ways. First, the data elements associated with live and training transactions are separated from each other. In addition, any artifacts related to them, such as receipts, reports, and so on, are also kept separately.

Your system's configuration applies to both the live and training modes. For example, if you are using Till Accountability in the live mode, the rules for Till Accountability also apply in training mode. Even though a till may be attached to the register in live mode, the first time that you log into the training mode you must assign a till to an employee and attach a till to the register from the Back Office.

You can exit training mode at any time and return to live operating mode.

Accessing Training Mode

Note:

Training Mode can be accessed from both the Register Login screen and the Back Office Login screen.

You can log into the training mode using the same password that you use in the live, production mode. In Training Mode, Oracle Retail Xstore Point of Service shows only the functions and menu options that are permitted by your security level in production mode.

Starting Training Mode

To log in to Training Mode from the Back Office:
- Log in to the Back Office using your employee ID and password.
- Select the Enter Training Mode option at the Employee Menu.
  
  Note:
  
  If you select the Enter Training Mode menu option before logging in to the Back Office, Xstore displays the Register login screen in Training mode.
Oracle Retail Xstore Point of Service prompts to confirm that you want to enter Training Mode. Select Yes to enter Training Mode. If you select No, Oracle Retail Xstore Point of Service returns to the Back Office Main Menu or to the Register Login screen, depending upon the location from which you logged in.
When prompted, enter your employee ID and password.

The system displays the same screen that it would in regular (non-training) mode. If the system is configured to prompt for a commissioned associate in regular mode, that screen also appears in training mode. If your system is configured to show the Customer Lookup form, that form displays.

Note:

The background color of the menu options and the screen is red. The Title Bar name in the upper right corner of the screen toggles between the words "Register" or "Back Office" and "TRAINING".

You can perform most functions the same way as when the register is in normal production mode. However, the following functions cannot be performed while the register is in Training Mode:
- The cash drawer does not open.
- No authorizations or settlements can be performed.
- Oracle Retail Xstore Point of Service does not communicate with the Environment (Xenvironment is an application that interacts with Oracle Retail Xstore Point of Service and the operating system to perform some critical functions, particularly during store opening and closing). For this reason, you can simulate a store close without impacting live operations in your store.
If your system is configured to print receipts while in training mode, the receipts clearly indicate that they were generated while the system was in Training Mode.

To Exit Training Mode

Select the Exit Training Mode option.
Oracle Retail Xstore Point of Service prompts you to confirm that you want to exit Training Mode. Select Yes to exit from Training Mode.

Oracle Retail Xstore Point of Service returns to normal production mode.

Xstore Mobile Guide

The menu option opens the browser with the Xstore POS guide for help. (Desktop, Thin Client, Tablet, Handheld)