Global Navigation Menu

22 Global Navigation Menu

These are the menu options outside of a sale from Global Navigation that are displayed when you log in to the Xstore POS and select the Global Navigation icon. 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 associate, 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 22-1 Global Navigation Menu

The main menu maintenance functions consist of the following areas:

Start Sale
Orders
Engagement Activity
Associate
- Associate Tasks
  - Task Management
  - Black Book
  - Browser
- Change Password
- Time and Attendance
- Associate Maintenance
- Message Maintenance
Associate
Till
- Open/Close Options
- Store Safe Maintenance
- Till Maintenance
- Till Options
  - Change Float
  - Foreign Currency Maintenance
  - No Sale
  - Paid In
  - Paid Out
  - Post Void
  - Tender Exchange
Customer
- Balance Inquiry
  - Gift Card Balance
  - Gift Certificate Balance
  - Gift Receipt Inquiry
  - Loyalty Balance
  - Store Credit Balance
- Customer Maintenance
- Layaway Maintenance
- Local Order Maintenance
- Receipt Reprint Options
- Send Sale Shipping
- Special Order Maintenance
- Work Order Options
- Order Maintenance
- Order Worklist
Inventory
Reporting
System Admin
Lock Register
Xstore User Guide

Associate

This option covers all associate maintenance tasks.

Functionality includes:

Associate Dashboard
Change Password
Schedule Maintenance
Payroll Maintenance
Message Maintenance

Figure 22-2 Associate Menu

Table 22-1 Associate Menu Options

Main Menu Option	Sub-Menu Options
Associate	Associate Dashboard
	Today’s Schedule
	Weekly Schedule
	Timecard
	Task Management
	Black Book
	Message Maintenance
	Change Password
	Scheduling Maintenance & Payroll	Schedule Maintenance
		Timecard Maintenance
		Shift Maintenance
		Time Off Maintenance
		Payroll Maintenance
		Regenerate Payroll
		Associate Advance
		Borrow Associate

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 Maintenance
Receipt Reprint Options

Figure 22-3 Customer Menu

Table 22-2 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 Maintenance
	Receipt Reprint Options	Rebate Receipt
		Reissue Gift Receipt
		Reprint Document
		Reprint Last Receipt

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
Price Inquiry
Print Shelf Labels
Receiving
Serial Number Exchange
Shipping

Figure 22-4 Inventory Menu

Table 22-3 Inventory Menu

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

Reporting

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

Dashboard
Customer Reports
Electronic Journal
Associate Reports
Inventory Reports

Figure 22-5 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 22-4 Xstore POS Reports

Report Category		Sub-Menu Options
Dashboard
Customer Reports	Customer Account Activity Summary Report
	Customer List Report
	Layaway Reports	Layaway Account Activity Report
	Layaway Reports	Layaway Aging Report
	Special Orders Report
Electronic Journal
Associate Reports	Associate Productivity Report
	Associate Schedule Reports	Associate Performance
		Associate Schedule Detail Report
		Associate Time Off Summary Report
	Associate Tasks
	Time and Attendance Reports	Open Timecard Report
		Payroll Detail by Associate
		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
		No Sale Report
		Post Void Transaction Report
		Price Override Report
		Restock Report
		Returned Merchandise Report
		Sales OverviewReport
		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:

Figure 22-6 System Admin Menu

Table 22-5 System Admin Menu Options

Main Menu Option	Sub-Menu Options
System Admin	Datasource Status
	EFTLink Admin Functions
	Mobile Device Access
	Mobile Device Quick Configuration
	Temporary Store
	Mobile Device Users
	Reinitialize Hardware
	Xenvirontment Web UI

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 22-7 Till Menu

Table 22-6 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
		Register Open / Close
		Store Open / 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, Handheld, Thin Client, and Tablet 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 associate and attach a till to the register.

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

Accessing Training Mode

Note:

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

Training mode is accessed from the home screen or Global Navigation menu and the user must be logged out. from the Login Screen. To log in to Training Mode:

Select Enter 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 Register Login screen.
When prompted, enter your Associate 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:

There is a red bar when in training mode at top of the screen, Additional,there is an indicator in the status bar which states "Training Mode".

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 from the Global Navigation menu or the Home Screen menu.
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 User Guide

The menu option opens the browser with the Oracle Retail Xstore POS User Guide for help (Desktop, Thin Client, Tablet). To access the Xstore User guide, select the Global Navigation menu and then select the Xstore User Guide menu option.