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 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, Handheld, Thin Client, and Tablet devices. For a complete list of functionality 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, associate 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 Jet Configuration Reference Paper available on My Oracle Support.

    As with previous versions of Xstore, the client applications responsible for rendering the user interface are not directly modifiable. That being said, the reimagined Xstore user experience continues to follow the pattern of respecting configuration changes made to the Xstore server via the extension layer, and such changes will be reflected in the Xstore UI. This document provides details about changes to these configurations and how to go about customizing and styling Xstore.

  • 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 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 and Tablet Overview

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

Figure 1-1 Desktop Home Screen

Desktop Home Screen

Figure 1-2 Tablet Home Screen

Tablet Home Screen

The Login button at the top of the screen allows the user to enter an associate ID and subsequently, a password. When configured, the user can scan a badge to login instead of entering an associate ID.

The Tabs below the Login area. It uses icon indicators for each of the tabs. Different tabs are displayed based on login status and privileges. The numbers next to the icons display the count.

The Status Bar at the bottom is a screen component that displays several items of store-related information. It shows the register status (green when open/red when closed), store number, associate when logged in/blank when no associate logged in, data source status, order count, and the business date and time.

The Global Navigation and Home Screen Menus provide a starting point for the user. The Home Screen menu is available on the right hand side, and in the lower-right hand corner of the screen is the Global Navigation Menu.

The menus are driven by security privileges, and whether the user is logged in or out.

The Xstore User Interface has been optimized for larger screen tablets. Smaller tablet devices will have an adjusted visual experience to account for the screen size. To handle this one of the panels on larger screens will be hidden behind a button or menu option. An example of this is the transaction screen. The customer panel can be viewed by selecting the customer icon button and the drawer will open from the left side. On a larger screen device, that panel is visible on the transaction screen. The Store, Register, Datasource, Transaction and Orders will also automatically update to icons from verbiage as well on smaller screens.

The Home Screen menu has the following options:

Select the respective option to access the appropriate functionality.

Select the respective option to navigate to the appropriate functionality or click the Global Navigation Menu and start typing in the search 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 1-1 Home Screen Menu

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.

Item Lookup

Use the Item Lookup option to search for an item in the database.

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 Orders, Special Orders, Work Orders, and Send Sale Shipping.

Orders

After Order Broker is configured for your store, use the Order options to maintain the order. A store can only see orders initiated in the store and orders downloaded to the store for sourcing or pick up.

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).

Balance Inquiry

Use the balance inquiry process to check the amount remaining on a customer's store credit voucher, gift card or gift certificate, and an item's price from a gift receipt.

Flash Sales

The Flash Sales reports provide an instant snapshot of sales at the moment that you select one of the reports. Three of the four reports display data in a column format and in graphic format as bar charts and pie charts. The exception is the Flash Sales By Associate Report, which does not include graphs.

Receipt Reprint Options

The reprint options provide a way to recover when there is a printer error or the printer jams. They allow you to reprint a receipt or a rebate offer for the customer

Clock In/Out

Depending upon your store policy, you may be required to clock in before logging in.

Change Password

User can change their password.

Enter Training Mode

Activates the Training Mode.

Figure 1-3 Desktop Sales Screen

Desktop Sales Screen

Figure 1-4 Tablet Sales Screen

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. For other transactions such as special orders, or to sell non-merchandize gift cards, or to add a discount, select the Global Navigation Menu in the lower-right hand corner of the screen.

The 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 hours for employees, perform inventory tasks and view and print reports. See Maintenance Functions for more information.

Handheld Overview

An example of the home screen on a handheld is shown below.

Figure 1-5 Handheld Home Screen - Logged Out and Register Closed

Handheld Home Screen - Logged Out and Register Closed

Figure 1-6 Handheld Home Screen - Logged In and Register Open

Handheld Home Screen - Logged In and Register Open

Global Navigation is located in the lower-right hand corner of the screen.

The Login area at the top of the screen allows you to enter your associate ID and subsequently, your password. When configured, you can scan your badge to login instead of entering your associate ID.

The tabs below the Login area are available. The tab with the star icon, called the Shortcut Menu, is a list of actions the associate can quickly select. The other tabs can be selected and viewed as needed by the associate.

The Status Bar at the bottom is a screen component that displays several items of store related information. It shows the following:

  • Register Status (Green
    Green Check
    when open / Red
    Red Slash
    when closed)
  • Store Number

  • Business Date

Global Navigation Menu

Figure 1-7 Global Navigation Menu

Global Navigation Menu

The handheld application users tabs. That are used by screens to easily navigate between screen options. Below is an example of the use of these tabs.

Figure 1-8 Shopping Cart Tabs

Shopping Cart Tabs

Figure 1-9 Handheld Transaction View

Handheld Transaction View

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.

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 1-2 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

P

Associate

Training Mode

Associate

User Guide

Associate

View Schedule & Time

Customer

Add new Customer

Customer

Assign/View/Edit Customer

Customer

Balance Inquiry

Customer

Customer Maintenance / Dashboard

Customer

Enroll in Loyalty

Customer

Gift Card Balance Inquiry

Customer

House Account Set Up

Customer

Receipt Reprint Options

Customer

Tax Exemptions

Customer

Wish List

Associate

Associate Advance

Associate

Associate Borrow

Associate

Associate Maintenance / Dashboard

Associate

Associate Schedule

Associate

Maintain Associate Time Off

Associate

Message Maintenance - create, edit, delete

P

Associate

Payroll & Timecard Maintenance

Associate

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

P

Orders

Order Maintenance

Orders

Orders Tab

Reports

Reports

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

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 / Item Dashboard

P

Sale

Rain Check

Sale

Return Item

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 Sales Transactions

System Admin

Offline Transaction Review

System Admin

Print Offline Transaction Receipt

System Admin

Reinitialize Hardware

System Admin

Temporary Store

P1

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

Foreign Currency Maintenance

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

Register Accountability

Till

Remove Other Till - Till Mode

Till

Remove Till - Till Accountability Mode

Till

Tender Exchange

Till

Till Accountability

Till

Till Audit

Till

Till Counts

Till

24 Hour Trading

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 associate 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 1-10 Login

Login
  1. Select Login.

  2. Enter your Associate ID.

    Figure 1-11 Security Window

    Security Window
  3. Enter your Password

    Note:

    Optional: Select the Eye icon to unmask the password to confirm.
  4. Select Login to Log into the system, or Cancel to return to the Home Screen.

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 menu option on the Home screen.

Figure 1-12 Home Screen Menu

Home Screen 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:

  1. Select Clock In/Out from the Home Screen Menu. See Figure 1-12.

    Figure 1-13 Clock In Login Screen

    Tablet Clock In Login Screen
  2. Enter your Associate ID and Password.

  3. Select Login.

    Figure 1-14 Select Work Code

    Select Work Code
  4. 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:

  1. Select Clock In/Out from the Home Menu screen. See Figure 1-12.

    Figure 1-15 Login Screen

    Login Screen
  2. Enter your Associate ID and Password.

  3. Select Process.

    Figure 1-16 Tablet Change Work Code or Clock Out

    Change Work Code or Clock Out
  4. 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:

  1. Select Clock In/Out from the Menu in the Home screen. See Figure 1-12.

    Figure 1-17 Login Screen

    Login Screen
  2. Enter Associate ID and Password.

  3. Select Login.

    Figure 1-18 Tablet Change Work Code or Clock Out

    Tablet Change Work Code or Clock Out

    Figure 1-19 Change Work Code

    Change Work Code
  4. Select Change Work Code.

    Figure 1-20 Tablet Select Work Code

    Select Work Code
  5. Select the proper work code.

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