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Preface
- Audience
- Documentation Accessibility
- Related Documents
- Customer Support
- Review Patch Documentation
- Improved Process for Oracle Retail Documentation Corrections
- Oracle Retail Documentation at the Oracle Help Center
- Conventions
1 Introduction to Oracle Retail Xstore POS
- About this Guide
- Where to Look for Additional Help
- Desktop and Tablet Overview
- Handheld Overview
- Thin Client Overview
- Feature Availability
- Login
- Clock In/Out
2 Documentation and Screen Conventions
- Text Field
- Numeric Field
- Passive Messages
- Global Navigation and Home Screen Menus
- Tabs
- Status Bar
- Date/Time Picker
- Required Fields
- Search Menu
3 Customer Facing Display
- Cart Details
- Display Options
4 Basic Transaction Entry
- Start Transaction
- Entering Pre-Sale Information
  - Selecting Commissioned Associates
- Customer Panel
  - Customer Overview Drawer
    - Customer Drawer Actions
- Entering Items
- Adding Item Coupons
- Redeeming a Rain Check
- Tendering the Transaction
  - Completing the Transaction
  - Vertex Tax Engine
- Email Receipt Options
- Receipts
- Offline Sales Transactions
  - Entering an Offline Transaction
    - Perform a Sales Transaction
5 Return Transactions
- With Original Receipt
- Entering Returns without Original Receipt
  - Blind Returns and Unverified Returns
  - Returning Non-Merchandise Items Without a Receipt
- Entering Returns without Original Receipt, Using Customer Purchase History
- Entering Returns when in Offline Mode
  - Perform an Offline Return Transaction
- Taxes For Return Items
- Exchanging Serial Numbers
- Courier Returns
6 Processing Tenders
- Selecting Tenders
- Sale Tenders
- Return Tenders
- Splitting Tenders
- Void a Tender
- Change Tender Amount
- Currency Rounding
7 Searching for Items
- Searching for Items Using Item Lookup
  - Add Item to Transaction
- Item Dashboard
- Print a Rain Check
- Locating Items: Inventory Locator Lookup
8 Discounts
- Adding a Discount to a Transaction or Group of Items
  - Transaction Level Discounts
  - Group Discounts
- Modifying Discounts
- Removing Discounts
9 Customer Options
- Searching for a Customer Record
- Associating a Customer with a Transaction
- Customer Information Consent
- Add a New Customer Record
- View/Edit Customer Information
- Edit Customer
- Loyalty Registration
- Removing a Customer
- Changing Country
- Balance Inquiry
- Engagement Activity
10 Modifying a Transaction
- About This Chapter
- Modifying Customer Information
- Modifying Line Items in a Sale
- Changing Transaction Taxes
- Suspending/Resuming a Transaction
11 Send Sale Transactions
- Adding Send Sale Items to a Sale
- Editing a Send Sale
12 Layaway Transactions
- Create a Layaway
- Open an Existing Layaway
- Add Items to an Existing Layaway
- Make Payment
- Edit Account
- Cancel Layaway
- Pick Up Items
- Layaway Details
- View Customer
- Automatic Prompts for Accounts Requiring Attention
13 Special Orders
- Create a Special Order
- Open an Existing Special Order
- Special Order Overflow Menu
- Modify Special Order Items
  - Change the Item Expected Date
- View Special Order History
- Pick Up a Special Order
- Cancel a Special Order
14 Work Order Transactions
- Creating a New Work Order
- Work Order Categories
  - Receipt Samples
- Modifying a Work Order
- Picking Up a Completed Work Order
15 Warranty and Service Plan Transactions
- Selling a Warranty/Service Plan
- Adding a Warranty/Service Plan After a Purchase
  - Adding a Warranty/Service Plan to an Item
  - Changing the Warranty/Service Plan Customer
16 Order Transactions Through Order Orchestration Cloud Service
- Order Status
- Order Item Status
- Fulfillment Options
  - Pickup Other Store
  - Pickup This Store
- Creating an Order
- Open an Order Orchestration Order
- Edit Order Items
  - Edit Delivery Information
  - Change Order Type
- Cancel Order Items or an Entire Order
- Pick Up an Order
- Failed to Pick Up Order
17 Local Orders
- Local Order Transactions
- Searching for a Local Order
- Creating a New Local Inventory Order
- Picking Up Local Order Items
- Canceling a Local Order
18 Pre-Sale Transactions
- Pre-Sale Account Transactions
  - If a customer is associated with the transaction
  - If a customer has not been associated with the transaction
- Creating a Presale Transaction
- Picking Up Presale Items
- Canceling a Presale Account
19 Hold Account Transactions
- Hold Account Transactions
  - If a customer is associated with the transaction
  - If a customer has not been associated with the transaction
- Creating a New Hold Account
- Searching for a Hold Account
- Picking Up Hold Items
- Canceling a Hold Account
20 Gift Registry
- Selling Gift Registry Items
  - Assign the Gift Registry
- Returning/Cancelling Gift Registry Items
21 Xcommerce
- Create an Xcommerce Transaction
- Remove Item
- No Items
22 Global Navigation Menu
- Associate
- Customer
- Inventory
- Reporting
- System Admin
- Till
- Training Mode
  - Accessing Training Mode
    - Starting Training Mode
    - To Exit Training Mode
- Xstore User Guide
23 Associate Functions
- Change Password
  - Change your Password with Challenge Questions
- View Black Book
  - Black Book Screen
  - View a Customer Record
- View Today’s Schedule
  - View Another Schedule Week
    - Select the Schedule Week
    - Print Your Schedule
- View Weekly Schedule
  - Schedule Information
- View Your Timecard
  - Timecard Information
    - Timecard Comments
    - View Another Timecard
24 Associate Dashboard
- Accessing Associate Functions
- Associate Dashboard
- Viewing the Associate Dashboard
- Editing an Associate Record
- Associate Dashboard Drawers Overview
25 Task Management
- Task Management
- Creating a Task
  - Add a Note
  - Edit a Task
- Updating Task Status
26 Message Maintenance
- Creating and Maintaining Messages
27 Scheduling Maintenance and Payroll
- Accessing Scheduling Maintenance & Payroll Functions
- Scheduling Maintenance and Payroll
- Reports
28 Maintaining Customer Information
- Searching for a Customer Record
- Edit Customer
- Customer Information Consent
- Adding a New Customer Record
- Enroll in Loyalty
- Change Country
- Balance Inquiry
29 Customer Dashboard
- Customer Dashboard
- Customer Information
- Loyalty
  - Overflow Menu Options
  - No Loyalty Programs
- Offers
- Account Activity
- Attributes
- Addresses
- Tasks
  - Status
- Wish Lists
- Comments
  - Adding a Comment
- Purchase History
- House Account
- Activity Stream
30 Price Inquiry
31 Gift Registry Maintenance
- Accessing the Gift Registry
- Creating a New Registry
- Working With Gift Registries
- Modifying a Gift Registry
- Print Registry
32 Send Sale Shipping
- Accessing Send Sale Shipping Documents
- Shipping Label and Packing Slip
- Customer Account Activity Report
33 Layaway Maintenance
- Layaway Reports
- Accessing Layaway Maintenance
34 Special Order Maintenance
- Accessing Special Order Maintenance
- Special Order Screen
- To Cancel a Special Order Account
35 Work Order Maintenance
- Accessing Work Order Maintenance Functions
- Maintaining Work Orders
  - Static Information Area
  - Work Order Information Panels
- Shipping Work Orders
- Receiving Work Orders
- Work Order Invoices
  - Viewing Work Order Invoice History
36 Omnichannel Order Maintenance
- Order Lookup
- Order Status Report
- Order Worklist
37 Same Day Orders
- Same Day Order Maintenance
38 Local Order Maintenance
- Accessing Local Order Maintenance
- Local Order Maintenance
  - Header: Order Information
  - Right Panel
    - Right Panel: Customer Information
    - Right Panel: Order Totals
- Local Order Activity History
- Cancel an Order
- Add/View Comments
- Pick/Reserve Local Inventory Order Items
39 Receipt Reprint Options
- Rebate Receipt
- Reissue Gift Receipt
- Reprint Document
- Reprint Last Receipt
40 Electronic Journal
- Accessing Journal Functions
- Viewing the Electronic Journal
- Journal Report
41 System Admin
- Datasource Status
- EFTLink Admin Functions
- Manage Networked Cash Drawers
  - Configuring Networked Cash Drawers
  - Releasing a Cash Drawer
- Mobile Device Quick Config
  - Scan QR Code to Configure Mobile Device
- Mobile Device Access
- Mobile Device Users
- Offline Transactions
- Enabling and Disabling Hardware (Thin Client)
- Reinitialize Hardware
- Temporary Store
- About Information
42 Receiving
- About This Chapter
- Start Receiving
- Search for a Receiving Document
- Create a New Receiving Document
- Select or Add a Carton
- Item Entry Screen
- Add a Comment to a Document
- Receive Document in Total
- Save Document
43 Shipping
- About This Chapter
- Start Shipping
  - Main Menu
- Search for a Shipping Document
- Create a New Shipping Document
- Edit a Shipping Document
- Enter Shipping Items
- Change Item Quantity
- Void a Line Item
- Add a Comment to a Shipping Document
- View Exceptions
- Save Document
  - Shipping Label and Packing Slip
44 Inventory Counting
- About this Chapter
- Inventory Counting Steps - Overview
- Inventory Count Documents
  - Finding an Existing Inventory Count Document
  - Creating a New Inventory Count Document
- Count Process
- Automatic Variance Processing
  - How the Variance is Calculated in Automatic Variance Processing
    - Automatic Variance Processing Examples:
  - Manual Variance Processing
- Variance Report
- Store Layout Maintenance
- Inventory Count Technical Limitations
45 Inventory Adjustment
46 Item Transfer
- About This Chapter
- Start Item Transfer
- Perform Transfer
- Adjust Item
  - Change Item Quantity
  - Void Item
- Additional Options
47 Inventory Replenishment
- Accessing Inventory Replenishment
- Inventory Replenishment Document
  - Search for a Replenishment Document
  - More Information About Document Searches
- Inventory Replenishment Order Status Definitions
- Adding Items to an Inventory Replenishment Order
- Inventory Replenishment Options
- Creating a New Inventory Replenishment Order
48 Location Based Inventory
- Item Movement
- Locations and Buckets
- Location Based Inventory Menu
  - Inventory Location Maintenance
    - Edit Location
    - Define a New Inventory Location
  - Movement Pending Reconciliation
49 Shelf Labels
- Printing Shelf Labels
50 Store Open and Close
- Closing the Store
- Opening the Store
- Calling the Update Service
- Manually Refresh Promotions
51 Register Open and Close
- Register Open
- Lock/Unlock a Register
  - Locking a Register
  - Unlocking a Register
- Print Till Summary Receipt
- Print Till Summary Receipt on an IP Enabled Cash Drawer
52 24/7 Trading Environment
- Store Opening
- Daily 24/7 Flows
- Rolling Close
  - End Retail Period
- Store Closure
- System Updates
53 Till Management
- Till Accountability Process
  - Till Start
  - Till End
- Accessing Till Management Functions
- Till Accountability Mode Only Functions
54 Networked Cash Drawers
- Discover and Activate a New Networked Cash Drawer
- Open Cash Drawer
- Attach Cash Drawer Till
- Remove Cash Drawer Till
- Close Cash Drawer
55 Till Maintenance
- Cash Pickup
- Cash Transfer (From Store Safe To Till)
- Mid-day Deposit
- Till Audit
56 Till Options
- Changing the Float Amount
- Foreign Currency Maintenance
- No Sale
- Performing Paid In/Paid Out Transactions
  - Paid In Transaction
  - Paid Out Transaction
- Post Voiding Transactions
- Tender Exchange
57 Store Safe Maintenance
- Configurations
- Safe Bag Management
- Safe Bag Management Screen
- Safe Bag Use
- Safe Bag Processes
58 Reporting
- Report Menu Configuration and Security
- How to Access Reports on Xstore POS
- Saving a Report
  - View Saved Reports
- Report Printing
  - Multiple Printers
    - QR Code
  - Report Printing Options
- Using the Dashboard
  - Dashboard Information
59 Flash Sales
- Flash Sales Summary Report
- Flash Sales By Department Report
- Flash Sales By Hour Report
- Flash Sales By Employee Report
60 Offline Transactions
- Entering an Offline Transaction
  - Perform a Sales Transaction
  - Perform a Return Transaction
61 Offline Transaction Review
- Reviewing Offline Transactions
- Printing a Transaction Receipt