Introduction to Oracle Retail Xstore POS

1 Introduction to Oracle Retail Xstore POS

The Oracle Retail Xstore Suite has always offered a highly flexible deployment model that includes Xstore Classic, Desktop, Thin Client, Tablet, and Handheld options at the store. Oracle Retail Xstore Point of Service is a point-of-sale application that provides the capabilities to carry out day-to-day transactions and conduct daily store activities. Tasks such as scanning items, applying price adjustments, tendering, and printing receipts as well as processing returns, and web orders can be performed. Store operations including opening the store, managing registers and tills, and closing the store can be handled through Oracle Retail Xstore Point of Service (POS).

Xstore POS is built utilizing the existing Xstore core frameworks and work flows to ensure a consistent experience for the associate. Xstore Desktop and Thin Client are available on both Windows and Linux. Tablet and Handheld are supported on iOS, Android and Windows.

A list of Xstore POS supported devices and operating systems can be found in the Oracle Retail Xstore Suite Implementation and Security Guide.

Note:

The appearance of Xstore POS differs depending upon the operating system and the specific device on which it runs. Therefore, your screens may differ from the screens that appear in this guide.

All devices can be enabled to run in dark mode, that is, the colors are inverted. Also, screen shots are taken from a variety of devices, some configured to use the color themed or desktop user interface.

All menus are configurable and may appear different based on your store's settings.

This chapter covers the following topics:

About this Guide

The Oracle Retail Xstore Point of Service User Guide describes how to perform the functions available in Desktop, Thin Client, Tablet, and Handheld devices. For a complete list of functionalities available on each device type see Feature Availability.

This guide is broadly separated into two halves: the first half covering the functions of the point of service such as sale transactions, item and transaction modifiers, such as discounts and price overrides, multiple tender types, item lookup, gift card sales, and inquiry and serialized item support, and the second half covering the point of service maintenance functions. These functions are usually performed outside of a sale. Store employees can perform non-customer facing activities within the store such as start and end day, banking, employee role and security maintenance, time and attendance maintenance along with analytical reporting.

Where to Look for Additional Help

A variety of guides provide you with complete information about the Oracle Retail Xstore Point of Service system.

The Oracle Retail Xstore Point of Service Classic User Guide provides detailed information for Xstore Classic for entering sale, refund, and miscellaneous transactions, and is designed to provide training assistance for cashier-level employees. It also provides detailed basic navigation information such as touch-screen components.
The Oracle Retail Xstore Point of Service Classic Manager's Guide describes the Oracle Retail Xstore Point of Service Classic Back Office screen.
The Oracle Retail Xstore Point of Service Classic Shipping, Receiving, & Inventory Guide provides step-by-step instructions for shipping and receiving functions, as well as the procedures required for counting and managing inventory through Oracle Retail Xstore Point of Service.
The Oracle Retail Xstore Point of Service Reports Guide contains a description of each report, step-by-step instructions on how to run each report, an explanation of the criteria selection options, and a report sample.
The Oracle Retail Xstore Point of Service User Guide describes how to perform the functions available on Desktop, Thin Client, Tablet, and Handheld devices.
A list of Xstore POS supported devices and operating systems can be found in the Oracle Retail Xstore Suite Implementation and Security Guide.

Desktop Overview

The Desktop User Interface configuration has been specifically designed for wide screen desktop and thin client devices and this allows three distinct areas to be shown simultaneously.

Figure 1-1 Home Screen Configured with Desktop User interface

The Desktop UI has the look and feel of the Mobile UI.

All functions are displayed without the need of the context menu. The Desktop UI has a fixed button menu so that a user can easily view and select all available menu options. This provides quicker access to the functionality as no options are hidden.

Desktop has the same architecture as the Xstore Classic and all feature functions available on the traditional desktop are supported on this desktop.

Figure 1-2 Desktop Login Menu Outside of a Sale

Figure 1-3 Desktop Sales Screen

The Desktop UI shows the action/function buttons to the side rather than using the Context Menu as on the traditional Tablet layout.

Thin Client Overview

Xstore POS can be installed as a thin client on a workstation.

A list of Xstore POS supported devices and operating systems can be found in the Oracle Retail Xstore Suite Implementation and Security Guide.

Thin client communicates with the mobile server just like Tablet and Handheld. It has the same technical architecture as the tablet and handheld. There is no local database.

Tablet Overview

An example of the home screen on a tablet is shown below:

Figure 1-4 Tablet Home Screen

The Login area at the top of the screen allows you to enter your employee ID and subsequently, your password. When configured, you can scan your badge to login after selecting the lock icon instead of entering your employee ID. Login opens the Main Menu to allow you to start a transaction or access the maintenance functions.

Quick Action Buttons are configurable and provide quick access to Sales, Customer, Item Lookup, Price Inquiry, and Engagement Activity from the Home screen. Device login is still required for these options, and you can access the full POS functions from this route. Whenever an input is required, an on-screen keyboard opens on the Xstore POS device, which you can use to enter the requested information.

The tabs (now known as a scrolling list) below the Login area, are shown on the right-hand side rather than the left. This is because most associates will hold a tablet in their left hand and naturally drive the device with their right hand. This is a configurable option so for left-handed users the format can be transversed. See Scrolling List /Tabs.

Selecting the top tab drops down the list of tabs. Rolling your finger up and down the tab section will give you access to the list selection. Select an option to put it in the focus area. Similarly, the tabs can be swiped left - to - right or vice versa to view each tab.

Figure 1-5 Transversed Screen

The Status Bar at the bottom is a screen component that displays several items of store-related information and is always visible from every screen. It shows the register status (green with check when open/red with x when closed), store number, associate when logged in/blank when no associate logged in, and the business date and time.

By selecting the X in the top center of the Xstore POS application accesses the user device settings. User Device Settings allow you to change the dark/normal mode, enable/disable the Accessibility Focus (toggles assistant on and off), and shows the current Xstore version.

Figure 1-6 User Device Settings

The Context Menu in the upper-right hand corner of the screen is not only a touch icon that will present a menu, but the action of dragging from left to right across the screen and right to left will bring out and put away menus.

The menus are context-sensitive and equivalent of the function key options seen on the desktop version. Depending on where you are in the transaction, the menu references the appropriate options that are available in that feature.

The context menu has the following options when in the Home screen, outside a sale.

Table 1-1 Tablet Context Menu Options

Main Menu Option
Balance Inquiry
Clock in/Out
Customer
Flash Sales
Item Lookup
Price Inquiry
Receipt Reprint Options
About

Figure 1-7 Home Screen Showing Context Menu Options

Select the respective option to access the appropriate functionality or return to the home screen.

The main menu is the first screen displayed when opening the application via the security login from the home screen. It has been designed specifically for use with tablets (8-inch, 10-inch, or 11-inch).

Xstore POS offers a configurable button layout as an alternative to the traditional list layout menu style.

Figure 1-8 Tablet Main Menu

Select the respective option to navigate to the appropriate functionality or start typing in the search for option bar and select the function required. See Search Menu Option.

See Feature Availability for more information regarding functionality available on the Xstore POS devices.

Table 1-2 Tablet Main Menu Options

Main Menu Option	Description
Start Sale	This option provides access to all aspects of a POS transaction from associating customers, adding items, changing quantities, adding discounts, processing tenders, and providing receipts.
Engagement Activity	Requires integration with Oracle Retail Customer Engagement. Mainly for fashion retailers to track and capture activities pre transaction such as which items are tried on and the changing room used. From here you can convert to a sale or save to the wish list (items that a customer has expressed an interest in).
Associate	Change Password, Associate Tasks, View Schedule and Timecards.
Customer	Includes activities that relate to entering new customers into the customer database and updating customer information. Also covers extended transaction maintenance such as Layaway, Local Inventory Orders, Special Orders, Work Orders, and Send Sale Shipping.
Employee	This option covers all employee maintenance tasks including: Associate Advance, Employee Borrow, Employee Scheduling, Message Maintenance, Time and Attendance including Payroll.
Inventory	Perform inventory actions such as: Inventory Adjustment, Inventory Counts Options, Inventory Replenishments, Item Lookup, Item Transfer, Receiving, and Shipping. Also includes Print Shelf Labels and Exchange Serial Number options.
Reporting	Provides access to view and print reports. Dashboard, Customer Reports, Electronic Journal, Employee Reports, Inventory Reports
System Admin	Hardware and configuration are accessed via this option.
Till	Used to manage operations such as opening and closing the registers and store, store safe management, and all till functions as found on the desktop.
Xstore POS Guide	Outside of a sale, a link to the online Xstore POS Guide for help on the processes.

Figure 1-9 Tablet Sales Screen

The Sales screen is where transactions are performed. For basic transactions, simply enter an item ID, or select the barcode icon and scan items using the device camera. In the viewport, you will see the item, the price, the quantity, and the extended price. Note, we have the taxes, the fees, if applicable, and the subtotal. We also have a running items list count. When ready to tender, select the amount due to show a list of tenders and continue payment to complete the transaction. You can select one of the Quick Action Buttons such as Return Item, New Order, Pickup/Cancel Order, or Xcommerce if configured. For other transactions such as special orders, or to sell non-merchandize gift cards, or to add a discount, select the Context Menu in the upper-right hand corner of the screen.

The mobile device also provides all functions for maintaining the POS operations. You can manage the store and registers such as opening and closing, and reconciliation, set up customers, schedule rotas for employees, perform inventory tasks and view and print reports. See Maintenance Functions for more information.

Handheld Overview

Figure 1-10 Handheld Home Screen

The same as the Tablet, by selecting the X in the top center of the Xstore POS application accesses the user device settings. User Device Settings allow you to change the dark/normal mode, enable/disable the Accessibility Focus (toggles assistant on and off), and shows the current Xstore version.

Figure 1-11 Handheld User Device Settings

The main menu for Xstore Handheld is the first screen displayed when opening the application after login. This screen displays a list of buttons, each of which accesses certain areas of Xstore POS. It is designed for a two-by-four form factor, whether that be an Android or an iOS device.

Figure 1-12 Handheld Main Menu

Figure 1-13 Handheld Main Menu - Dark Mode

Select the respective option to navigate to the appropriate functionality or start typing in the search for option bar and select the function required. See Search Menu Option.

See Feature Availability for more information regarding functionality available on the Handheld device. The Handheld device offers most of the functionality of the larger devices but not all functionality due to the size restraint of the screen.

Table 1-3 Handheld Main Menu Options

Main Menu Option	Description
Logout	Logs you out of the device.
Start Sale	This option provides access to all aspects of a POS transaction from associating customers, adding items, changing quantities, adding discounts, processing tenders, and providing receipts.
Till	Used to manage operations such as opening and closing the registers and store, store safe management, and all till functions as found on the desktop. Includes: Change Business Date, Force Close, Print Till Summary Receipt, and Refresh Promotions.
System Admin	Hardware and configuration is accessed via this option. Includes: Datasource Status, EFTLink Admin Functions, Mobile Device Access, Mobile Device Quick Config, Offline Transactions, Reinitialize Hardware, and Temporary Store maintenance.
Customer	Includes activities that relate to entering new customers into the customer database and updating customer information. Includes: Balance Inquiry, Customer Maintenance, Order Options and Receipt Reprint Options.
Associate	This option allows you to change your password.
Inventory	Perform inventory actions such as: Inventory Adjustment, Inventory Counts Options, Inventory Replenishments, Item Lookup, Item Transfer, Receiving, and Shipping. Also includes Print Shelf Labels and Exchange Serial Number options.

Feature Availability

The table below shows the functionality available on each device type. Some functionality is not available on the handheld due to screen size restraints. Blank fields indicate the feature is not available on that device. A 'P' means partial functionality is available for that device.

Table 1-4 Feature Availability by Device

Main Category	Feature	Xstore Classic	Desktop	Thin Client	Tablet	Handheld
Associate	Change Password	✓	✓	✓	✓	✓
Associate	Clock In/Out	✓	✓	✓	✓	✓
Associate	Task Mgmt. - create, view, update, my tasks	✓	✓	✓	✓	✕
Associate	Training Mode or User Guide	✓	✓	✓	✓	✕
Associate	View Schedule & Time	✓	✓	✓	✓	✕
Customer	Add new Customer	✓	✓	✓	✓	✓
Customer	Assign/View/Edit Customer	✓	✓	✓	✓	✓
Customer	Balance Inquiry	✓	✓	✓	✓	✓
Customer	Customer Maintenance	✓	✓	✓	✓	P
Customer	Digital Cart	✓	✓	✓	✓	✕
Customer	Enroll in Loyalty	✓	✓	✓	✓	✓
Customer	Gift Card Balance Inquiry	✓	✓	✓	✓	✓
Customer	House Account Set Up	✓	✓	✓	✓	✕
Customer	Receipt Reprint Options	✓	✓	✓	✓	✓
Customer	Tax Exemptions	✓	✓	✓	✓	✓
Customer	Wish List	✓	✓	✓	✓	✕
Employee	Associate Advance	✓	✓	✓	✓	✕
Employee	Employee Borrow	✓	✓	✓	✓	✕
Employee	Employee Maintenance	✓	✓	✓	✓	✕
Employee	Employee Schedule	✓	✓	✓	✓	✕
Employee	Maintain Employee Time Off	✓	✓	✓	✓	✕
Employee	Message Maintenance - create, edit, delete	✓	✓	✓	✓	✕
Employee	Payroll & Timecard Maintenance	✓	✓	✓	✓	✕
Employee	Shift Maintenance	✓	✓	✓	✓	✕
Global	Country Packs	✓	✓	✓	✓	✓
Global	Tax Free Invoices - Issue, Reprint, Void, Returns	✓	✓	✓	✓	✓
Inventory	Inventory Replenishment	✓	✓	✓	✓	✓
Inventory	Location Based Inventory	✓	✓	✓	✓	✓
Inventory	Physical, Cycle, Supply Counts	✓	✓	✓	✓	✓
Inventory	Receiving	✓	✓	✓	✓	✓
Inventory	Shipping	✓	✓	✓	✓	✓
Orders	Message Alerts - for Orders	✓	✓	✓	✓	✕
Orders	Order Maintenance	✓	✓	✓	✓	✓
Orders	Order Statistics or Order Stats Tab	✓	✓	✓	✓	✕
Reports	Reports	✓	✓	✓	✓	✕
Sale	24 Hour Trading - End Retail Period	✓	✓	✓	✓	✓
Sale	Add All Discount Types	✓	✓	✓	✓	✓
Sale	Add Coupon	✓	✓	✓	✓	✓
Sale	Add Line Item Comment	✓	✓	✓	✓	✓
Sale	Airside Functionality	✓	✓	✓	✓	✓
Sale	Assign to a Gift Registry	✓	✓	✓	✓	✓
Sale	Black Book	✓	✓	✓	✓	✓
Sale	Cancel Sale	✓	✓	✓	✓	✓
Sale	Change Item	✓	✓	✓	✓	✓
Sale	Change Kit Serial Number	✓	✓	✓	✓	✓
Sale	Change Sale Associate	✓	✓	✓	✓	✓
Sale	Change Tax details	✓	✓	✓	✓	✓
Sale	Foreign Currency Maintenance	✓	✓	✓	✓	✓
Sale	Gift Receipt	✓	✓	✓	✓	✓
Sale	Gift Registry Setup	✓	✓	✓	✓	✓
Sale	Hold	✓	✓	✓	✓	✓
Sale	House Account	✓	✓	✓	✓	✕
Sale	Inventory Locator	✓	✓	✓	✓	✓
Sale	Item Lookup	✓	✓	✓	✓	✓
Sale	Layaway	✓	✓	✓	✓	✓
Sale	Layaway Maintenance	✓	✓	✓	✓	✕
Sale	Lock Register	✓	✓	✓	✓	✓
Sale	Modify Discount	✓	✓	✓	✓	✓
Sale	No Sale	✓	✓	✓	✓	✓
Sale	Orders	✓	✓	✓	✓	✓
Sale	Post Void	✓	✓	✓	✓	✓
Sale	Pre-Sale	✓	✓	✓	✓	✓
Sale	Price Inquiry	✓	✓	✓	✓	✓
Sale	Product Information	✓	✓	✓	✓	P
Sale	Rain Check	✓	✓	✓	✓	✓
Sale	Return Item	✓	✓	✓	✓	✓
Sale	Sales and Returns	✓	✓	✓	✓	✓
Sale	Sell Non-Merchandise	✓	✓	✓	✓	✓
Sale	Send Sales	✓	✓	✓	✓	✓
Sale	Special Order	✓	✓	✓	✓	✓
Sale	Special Order Maintenance	✓	✓	✓	✓	✕
Sale	Store Open Close Indicator	✓	✓	✓	✓	✓
Sale	Suspend/Resume Transaction	✓	✓	✓	✓	✓
Sale	Tab Features	✓	✓	✓	✓	✕
Sale	Tender with all Tender Types	✓	✓	✓	✓	✓
Sale	Void Line	✓	✓	✓	✓	✓
Sale	Warranty	✓	✓	✓	✓	✓
Sale	Work Order	✓	✓	✓	✓	✓
Store Safe	Open Store Safe	✓	✓	✓	✓	✓
Store Safe	Bank Deposit	✓	✓	✓	✓	✓
Store Safe	Safe Bag	✓	✓	✓	✓	✓
Store Safe	Store Safe Audit	✓	✓	✓	✓	✓
Store Safe	Store Safe Cash Deposit	✓	✓	✓	✓	✓
System Admin	Datasource Status	✓	✓	✓	✓	✓
System Admin	EFTLink Admin Functions	✓	✓	✓	✓	✓
System Admin	Enable/Disable Hardware	✓	✓	✓	✓	✕
System Admin	Manage Networked Cash Drawers	✓	✓	✓	✓	✕
System Admin	Mobile Device Access	✓	✓	✓	✓	✓
System Admin	Mobile Device Users	✓	✓	✓	✓	✓
System Admin	Mobile Device Quick Configuration	✓	✓	✓	✓	✓
System Admin	Offline Transaction Review	✕	✓	✓	✓	✕
System Admin	Print Offline Transaction Receipt	✕	✓	✓	✓	✓
System Admin	Reinitialize Hardware	✓	✓	✓	✓	✓
System Admin	Temporary Store	P¹	✓	✓	✓	✓
Till	24 Hour Trading	✓	✓	✓	✓	✓
Till	Attach/Remove Other Till or Cash Drawer Till	✓	✓	✓	✓	✓
Till	Attach/Remove Till or Cash Drawer Till	✓	✓	✓	✓	✓
Till	Cash Pickup	✓	✓	✓	✓	✓
Till	Cash Transfer	✓	✓	✓	✓	✓
Till	Change Float	✓	✓	✓	✓	✓
Till	Count Till	✓	✓	✓	✓	✓
Till	End Count Other Till	✓	✓	✓	✓	✕
Till	Issue/Return Till	✓	✓	✓	✓	✕
Till	Mid-day Deposit	✓	✓	✓	✓	✓
Till	Open/Close Networked Cash Drawer	✓	✓	✓	✓	✓
Till	Paid In / Paid Out	✓	✓	✓	✓	✓
Till	Print Till Summary Receipt	✓	✓	✓	✓	✓
Till	Remove Other Till - Till Mode	✓	✓	✓	✓	✕
Till	Remove Till - Till Accountability Mode	✓	✓	✓	✓	✕
Till	Tender Exchange	✓	✓	✓	✓	✓
Till	Till Audit	✓	✓	✓	✓	✓
Till	Till Counts	✓	✓	✓	✓	✓
Work Order	Work Order Maintenance	✓	✓	✓	✓	✓

P - Partial exposure of functionality on handheld due to the size of the form factor.

P¹ - Partial exposure of temporary store functionality on desktop that is, you can only request a temporary store server, and generate QR codes from a desktop. You cannot set up temporary store registers.

Login

No transactions or maintenance can be performed until you log in at the Home screen. This prevents unauthorized personnel from accessing the device/register. Logging in also allows the system to record each associate's sales, calculate commissions, and compare sales to employee goals.

Depending upon your system's configuration, you may be required to clock in before logging in. For more information about the clock-in procedure, refer to Clock In/Out.

The following example shows logging on to a Tablet, but the procedure is the same for other devices such as the Desktop, Thin Client and Handheld. If your Desktop or Thin Client system is set up to use a Biometric Fingerprint device, use the device to scan your fingerprint rather than entering your user ID and password.

To log in to a Xstore POS device:

Figure 1-14 Login

1. Enter your Employee ID. The password prompt is displayed.

Figure 1-15 Handheld Login Password Prompt (Dark Mode)

2. Enter your Password using the on-screen keyboard.

3. Select OK.

Clock In/Out

Depending upon your store policy, you may be required to clock in before logging in. You may also be required to clock in and out for meal breaks. If meal break clock-out and clock-in is enforced, you cannot clock back in after a meal break until a specified period has elapsed.

The time clock area in Xstore POS provides users with the ability to clock in, clock out, and change the work code used for logging their time. All time clock options are accessed through the Clock In/Out button on the Context Menu on the Home screen.

Figure 1-16 Handheld Context Menu

The following procedures are covered:

Clock In - Describes how to clock in.
Clock Out - Describes how to clock out.
Change Work Code - Describes how to change the work code under which your time is to be logged.

Clock In

Note:

You must be clocked out to clock in.

For your timecard to accurately reflect the number of hours worked, you must clock in and out by performing the following steps.

To clock in:

Select Clock In/Out from the Context Menu in the Home screen. See Figure 1-16.

Figure 1-17 Tablet Clock In Login Screen

Figure 1-18 Handheld Clock In Login Screen
Enter your Employee ID and Password.
Select Process.

Figure 1-19 Select Work Code
Select the proper work code.

You are now clocked in. Xstore POS returns to the Home screen.

Clock Out

Note:

You must be clocked in to clock out.

To clock out:

Select Clock In/Out from the Context Menu in the Home screen. See Figure 1-16.

Figure 1-20 Login Screen
Enter your Employee ID and Password.
Select Process.

Figure 1-21 Tablet Change Work Code or Clock Out
Select Clock Out.

You are now clocked out. Xstore POS returns to the Home screen.

Change Work Code

Note:

You must be clocked in to change your work code.

To change your work code:

Select Clock In/Out from the Context Menu in the Home screen. See Figure 1-16.

Figure 1-22 Login Screen
Enter Employee ID and Password.
Select Process.

Figure 1-23 Tablet Change Work Code or Clock Out

Figure 1-24 Handheld Change Work Code or Clock Out
Select Change Work Code.

Figure 1-25 Tablet Select Work Code

Figure 1-26 Handheld Select Work Code
Select the proper work code.

Your work code has been changed. Xstore POS returns to the Home screen.