Xstore Introduction Boot Camp Student Workbook

ORACLE RETAIL XSTORE INTRODUCTION BOOT CAMP
An Overview of the Functionality and Capabilities of Oracle Retail

Xstore Point of Service (ORXPOS)
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© 2016, Oracle Corporation – Unauthorized reproduction or distribution prohibited.

O RACLE RETAIL
XSTORE POINT OF SERVICE
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TABLE OF CONTENTS
Lesson 1 –Introduction to Xstore .................................................................. 13
Lesson Objectives ...................................................................................................13
Market Positioning .................................................................................................14
Xstore Value Proposition .....................................................................................19
Xstore Feature Overview .....................................................................................25
User Interface ...........................................................................................................25
Robust Transaction Set ........................................................................................26
Xstore Back Office Overview ..............................................................................28
Back Office Functions for Store Management .............................................28
Store Management Reports on Demand .......................................................30
Xstore Key Benefits Summary ...........................................................................32
Xstore Office ..............................................................................................................33
Xadmin - Central Administration & Reporting ...........................................33
Xcenter ........................................................................................................................37
Xstore – Commerce Anywhere Overview .....................................................38
Customer Delivery..................................................................................................40
Pickup This Store ....................................................................................................41
Pickup Other Store .................................................................................................42
Exercise .......................................................................................................................45
Lesson Review..........................................................................................................46
Lesson 2 –Xstore Architecture ....................................................................... 47
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Xstore Footprints ....................................................................................................48
Xstore Office Database Server ...........................................................................51
Xoffice Application Server ...................................................................................51
Xstore Mobile............................................................................................................52
Xstore for Grocery ..................................................................................................55
Xenvironment...........................................................................................................56
Security .......................................................................................................................56
User Interface ...........................................................................................................56
EFTLink .......................................................................................................................58
Exercise .......................................................................................................................60
Lesson Review..........................................................................................................61
Lesson 3 –Xstore Ecosystem ............................................................................ 63
The Value of additional Oracle Store Solutions ..........................................64
Oracle Retail Merchandise Operations Management Integrations ....65
Value Proposition ...................................................................................................66
Retail Merchandising System (RMS)...............................................................66
Oracle Retail Price Management (RPM) ........................................................66
Oracle Retail Sales Audit (ReSA) ......................................................................66
Oracle Store Inventory Management (SIM) Overview & Integration68
Oracle Order Management System Overview & Integration ................71
Integrated Service Options for Commerce Anywhere .............................72
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Gain Real-Time Visibility Across the Transaction Life ............................72
Support Customers Efficiently ..........................................................................72
Deployed in Your Choice of Configurations .................................................73
Oracle Retail Customer Engagement Overview & Integration.............74
Customer Management and Segmentation Cloud Service .....................75
Campaign and Deal Management Cloud Service ........................................76
Loyalty and Awards Management Cloud Service ......................................77
Gift Cards Management Cloud Service ...........................................................77
Lower Total Cost of Ownership ........................................................................78
Oracle Retail Order Broker Integration .........................................................80
Empower Store Associates with Endless Aisle ...........................................81
Minimize Cost and Reduce Risk ........................................................................81
Reserve and Respect Inventory Availability................................................82
Driving Profitable Growth ...................................................................................82
Oracle Retail Loss Prevention XBRi Integration ........................................84
Exception-Based Reporting ................................................................................84
Multi-Dimensional Analyses for Complex Businesses.............................84
Flexible Structure Allows for Customizable Reports ...............................85
Case Management Efficiency ..............................................................................86
Scale and Performance .........................................................................................86
Proven Return on Investment ...........................................................................86
Summary ....................................................................................................................87
Exercise .......................................................................................................................89
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Lesson Review..........................................................................................................90
Quiz ...............................................................................................................................91
Lesson 4 – Xstore System & Business Scenarios .................................... 93
POS Functionality ...................................................................................................94
Finding Your Way Around Xstore ....................................................................94
Store & Register Open ........................................................................................ 100
Clock in/ Clock Out.............................................................................................. 103
Sales Scenario 1 – Basic Sale including Customer .................................. 104
Logging in to Xstore ............................................................................................ 104
Selecting a Commissioned Associate ........................................................... 104
Associating a Customer With a Sale ............................................................. 107
Contact Information............................................................................................ 111
Groups & Personal ............................................................................................... 111
Purchase History .................................................................................................. 112
Customer Accounts ............................................................................................. 112
Tasks ......................................................................................................................... 113
Loyalty and Awards ............................................................................................ 113
Comments ............................................................................................................... 114
Addresses ................................................................................................................ 114
House Accounts .................................................................................................... 115
Wish lists ................................................................................................................. 115
Entering Items into the Sale Screen ............................................................. 116
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Sales Scenario 2 – Complex Sale & Product details ............................... 123
Inventory Stock..................................................................................................... 127
Related Items ......................................................................................................... 128
Style Grid ................................................................................................................. 129
Sales Scenario 3 – Sale with Modifiers ........................................................ 133
Adding a Non-Merchandise Item to the Sale ............................................ 133
Modifying Line Items in a Sale........................................................................ 135
Change the Item Quantity ................................................................................. 135
Change the Item Price ........................................................................................ 137
Voiding an Item..................................................................................................... 139
Changing the Commissioned Associate ...................................................... 141
Adding/Editing a Line Item Comment ........................................................ 143
Change Item Taxes .............................................................................................. 145
Changing the Item Tax Location .................................................................... 146
Exempt Item Tax .................................................................................................. 147
Change Item Tax Dollars ................................................................................... 149
Change Trans Tax Percent ............................................................................... 150
Changing Transaction Taxes ........................................................................... 151
Change Transaction Tax Location ................................................................. 152
Changing the Transaction to Tax Exempt .................................................. 153
Change Transaction Tax $ ................................................................................ 155
Change Transaction Tax % .............................................................................. 156
Suspending/Resuming a Transaction ......................................................... 157
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Resuming a Transaction.................................................................................... 158
Cancelling a Sale ................................................................................................... 159
Gift Receipts ........................................................................................................... 159
Sales Scenario 4 – Sale by Style ...................................................................... 162
About Entering Style IDs ................................................................................... 162
About Selling Kits ................................................................................................. 162
About Attached Items ........................................................................................ 163
Extended Sales Options ..................................................................................... 164
Send Sale.................................................................................................................. 164
Layaway Order...................................................................................................... 164
Special Order ......................................................................................................... 165
Works Order .......................................................................................................... 165
Warranty ................................................................................................................. 166
Pre-Sale .................................................................................................................... 166
Hold ........................................................................................................................... 166
Returns ..................................................................................................................... 167
With Original Receipt – Verified Returns .................................................. 167
Entering Returns without Original Receipt .............................................. 175
Returning Non-Merchandise Items without a Receipt ......................... 183
Entering Returns without Original receipt, using Their History...... 185
Customer Orders .................................................................................................. 188
Available Options for Orders........................................................................... 189
Customer Delivery............................................................................................... 193
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Pickup Other Store .............................................................................................. 195
Pickup This Store ................................................................................................. 199
Order Status ........................................................................................................... 201
Picking Up an Order ............................................................................................ 201
Admin Functions .................................................................................................. 204
Miscellaneous Transactions ............................................................................ 207
Back Office Functionality .................................................................................. 210
Finding your way around Back office .......................................................... 210
Inventory Management ..................................................................................... 212
Training Mode ....................................................................................................... 215
Mobile Functionality........................................................................................... 216
Introduction ........................................................................................................... 216
Sales including Customer ................................................................................. 216
Sales & Modifiers.................................................................................................. 216
Item Lookup ........................................................................................................... 218
Inventory Functionality .................................................................................... 218
Xstore Office Functionality .............................................................................. 219
Introduction ........................................................................................................... 219
Roles, Users & Security ...................................................................................... 220
Password Options ................................................................................................ 220
System Settings ..................................................................................................... 221
Profile Management............................................................................................ 221
Configurator ........................................................................................................... 222
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Data Management ................................................................................................ 224
Deployment Management ................................................................................ 224
Electronic Journal ................................................................................................ 225
Reports ..................................................................................................................... 226
Support Tools ........................................................................................................ 226
Register & Store Close........................................................................................ 227
Exercise .................................................................................................................... 233
Lesson Review....................................................................................................... 235
Lesson 5 – Xstore Integration with Other Solutions ..........................237
Lesson Objectives ................................................................................................ 237
Xstore and Oracle Retail Customer Engagement .................................... 238
Xstore and Oracle Retail Order Broker ....................................................... 238
Xstore and Oracle Retail Order Management System........................... 240
Xstore and Oracle Retail Loss Prevention ................................................. 240
Xstore and Oracle Retail Store Inventory Management ...................... 241
Xstore and Oracle Merchandise Operations Management ................. 241
Exercise .................................................................................................................... 243
Lesson Review....................................................................................................... 244
Lesson 6 – Project Management ..................................................................245
Lesson Objectives ................................................................................................ 245
Project Management........................................................................................... 246
Design ....................................................................................................................... 246
Plan ............................................................................................................................ 246
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Build .......................................................................................................................... 246
Test ............................................................................................................................ 247
Pilot............................................................................................................................ 247
Host Integration ................................................................................................... 248
Exercise .................................................................................................................... 249
Lesson Review....................................................................................................... 250
Appendix A – Glossary of Xstore Terms ...................................................251
Appendix A ............................................................................................................. 251
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1
Lesson
LESSON 1 –INTRODUCTION TO XSTORE

LESSON OBJECTIVES
In this lesson, you should learn about:
 Market positioning for Xstore point of service
 Value proposition for Xstore point of service
 Xstore features overview
 Xstore Office overview
 Xstore as part of the Omni-Channel solution
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MARKET POSITIONING
The acquisition of the Micros business in 2014 led to a major review of the Oracle Retail portfolio.
Whilst many know Micros from its strong position in the Hotel, Hospitality and Food & Beverage
industries, Micros Retail had a strong retail portfolio and brought products to Oracle that both filled
gaps in the product set but also in some cases duplication.
To maximize the value our solutions can deliver, Oracle had to identify a strategic point of service
(POS) solution for our core retail customers. After reviewing a number of alternative offerings
including Oracle Retail Point of Service, Retail-J, Lucas and Xstore, the decision was made that Xstore
would be selected as the strategic solution and the other products would move to a transitional
status.
The result is that a combination of the Oracle retail assets and those from Micros is helping our retail
customers deliver even better consumer experiences.
As part of the process of selection, the Solution Management Group within Oracle Retail looked at
the current trends on store transformation and evaluated where each product was positioned to
address the key requirements.
These trends include
 Customer experience
93% of C-level executives say improving their customer’s experience is one of their
top three priorities in the next two years
– NRF Study
 Mobile Retailing
$5.7 Billion Business worldwide and one that continues to grow rapidly. It is the
single fastest moving trend in retail since Internet was added to the stores
– IHL Group
 Real-time Inventory
Cross-channel inventory inconsistency is a pain-point many customers face when
shopping online for pickup in the store
– IHL Inventory Distortion Study
 Integrated Commerce Anywhere
31.6% of retailers say they plan to converge their store Point of Service and e-
commerce platforms into a tightly integrated hybrid model
– RIS News
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 Converged Commerce
63% of retailers say their next POS software will utilize a single business logic that
can be used for POS, Mobile POS, Commerce and e-commerce.
– IHL Group with RIS News
Looking at which of the store solutions offered the most comprehensive set of features and how it
was positioned as an offering on a global scale all added to the selection criteria.
Xstore was already integrated with other Micros assets that positioned it strongly within the
Commerce Anywhere solution and extended the Oracle Retail Portfolio towards complete end to end
solutions all form a single supplier.
The Oracle Retail Portfolio extends from Planning & Optimization, through Supply chain,
Merchandise Operations, Commerce, Stores, Consumer Engagement and Analytics. Our focus is in
the stores area and the portfolio of products delivered to support store operations now extends to
the following products:
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Xstore Point of Service including a mobile offering and a central management platform, Customer
engagement, store inventory management including mobile solutions, Order brokering, workforce
management and loss prevention.
The largest focus our retail customer face today is in the delivery of the Commerce
Anywhere/Converged vision that brings the digital experience and the bricks and mortar experience
together in a cohesive manner, enabling the consumer journeys to be delivered with the minimum of
additional integration and cost.
Whilst the market is full of individual solutions that can address specific aspects of the overall
requirements, few if any are as well positioned as Oracle Retail to deliver the end to end proposition.
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For example:
A retailer can choose to purchase individual point solutions for each key area but they then have to
address the not insignificant challenges of integration to enable the journeys. Working potentially
with multiple SI partners on individual projects.
As the center circle above states ‘Retailers are required to establish and maintain on-going
relationships with a host of disparate partners to create and maintain a complete commerce
solution’.
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The alternate approach is to work with a single provider option for complete Omni-channel Retail
solutioning.
We are going to focus on the In-Store Commerce aspects of the above image and look at the Xstore
Suite of products.
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XSTORE VALUE PROPOSITION
Today’s Top challenges for retailers are:
 Disconnected Customer Interactions

• Inefficient checkout, lack of personalization and no cross channel support
 Inefficient Store Operations
• Complex, manual processes and inadequate systems
 Internationalization and Regulatory Compliance
• Local legal requirements are complex and inconsistent regionally
Re-addressing the disconnected customer requires a move to a more customer centric view;
Customer Centricity refers to the orientation of a company to the needs and behaviors of its
customers rather than internal drivers. It is the alignment of company resources to effectively meet
the ever changing needs of its customer base while creating mutually profitable relationships.
Over the years CRM has become synonymous with more focused marketing using intelligence from
the database and setting targets to optimize it, what customer centricity means is how the whole
organization behaves towards customers, not just the touch points or decision points but how the
whole business is organized and optimized around the needs of the customer.
Oracle Retail Xstore Point of Service delivers features that allow our retailers to differentiate
themselves via customer experience, and build customer loyalty to survive and thrive.
Global competition and pricing places and extraordinary demand on an organization to strive for
new levels of efficiency, innovation, and competitiveness. Store operation applications can enable
companies to respond effectively within a volatile market while maintaining operational efficiency
and can mean the difference between market leadership and struggling for survival. Companies are
facing increasing pressure to grow revenue whilst holding costs in check.
Internationalization means creating software for release into international markets, if focus is on
making all the locale specific aspects of the software isolated and modular and allows enough space
for the UI for the expansion of translated text, investments in internationalization will provide
language support and support resource bundles for up to 18 languages and foundations for
localization to specific markets.
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The Key business values addressed by Xstore Point of Service are:
Enhanced Brand & Customer Experience
 A Consistent Brand message

 Customizable User Interface
 WTSIWYG builder for receipts
 Centralized configuration
Brands need their own identity so Xstore enables changes to the UI without impacting the business
logic. The configurability of the Oracle Retail Xstore Point of Service enables brands and stores to
have a profile made up meet its various personality and landscape needs.
Configurable receipts make it easy to reflect a brand within the receipt. A WYSIWYG (what you see is
what you get) approach enables receipt messages to be customized and deployed to meet specific
trading periods ahead of time. Receipt management is provided through Xstore Office and can be
distributed using built in functionality.
Oracle Retail Xstore Office enables retailers to effectively oversee operations and better manage
stores to ensure excellent customer service. This application is used to manage data to the stores
such as parameter updates, file transfers and distribution as well as configuration, support and
reporting.
 Commerce Anywhere
 Fulfilling the consumer’s shopping needs regardless of channel
 Buy online, pick up at the store
 Buy in store, and ship to the customer
 Buy in store, pick up at other store
 Buy from any channel and return in the store
Customers do not think in terms of channels, solution elements and silos. They think in terms of
their experience, whether that experience is buy on line or pick up in the store, buy in store and ship
or buy on line and return in the store all they care about is relevancy, convenience and service.
Commerce anywhere enables the retailer to ensure they are able to execute on this in a profitable
and efficient way. Oracle Retail applications are enabled to support Commerce Anywhere
capabilities to fulfill the customers shopping needs regardless of channel. The store solution
provides support for shopping and return journeys in Xstore point of service, Xstore Office and
inventory management.
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 Accurate Price Execution
 Ensure the right price is executed
 Automated complex promotions
 Best deal calculation
 Customer specific pricing
Oracle Retail Xstore Point of Service provides support for automated complex pricing, discounts are
applied in real time and best deal logic is applied to provide the customer with the best possible deal
based on the items purchased. Advanced price execution is used to ensure the right discounts and
promotions are applied without intervention. Customer information can be captured at the point of
service application with the ability to select a customer type, assign a preferred shopper discount or
assign a customer to a specific pricing group.
A Retailer can provide special pricing for select customers, groups of customers or employees on
specific items. Pricing groups can be assigned to customer, promotions or discount rules and applied
in Xstore. Pricing groups can be maintained in Oracle Retail Customer Engagement or Oracle Retail
Price Management.
Increased Operational Efficiency
 Access Real Time Data

 Dashboard with real time reporting
 Transaction retrieval for accurate returns
 Enterprise wide aggregation and access to transaction data
Oracle Retail Xstore Point of Service has an operational dashboard viewable on the main screen of
the application, through a swipe gesture. This dashboard is configured to provide graphical reports
and is updated in real time. Xstore also provides a store message area where store level messaging
can be displayed to all staff or for a specific register. Xstore provides real time original receipt
lookup and supports refund in kind tender rules.
The system provides centralized management and access to receipts enabling consistency across all
stores. A centralized repository of all transaction data, electronic journal and electronic signature
capture provides access to data when needed. Information can be accessed in real time to support
customer associated activities, returns including cross store and cross channel and loss prevention
activities.
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Accessing real time data provides greater productivity for store users through an integrated user
experience. By having a store dashboard available in Xstore there is less time spent navigating a
desktop, this means that more time is available to be spent on resolving retail issues.
 Increase Associate Productivity

 Enable store associates to focus on the consumer
 Move associates to the sales floor with mobile POS
 Reduce waiting times with extra checkout capacity
 Empower associates with information
Having productive associates in the store is critical to customer satisfaction and a retailer’s bottom
line. Oracle Retail Xstore Point of Service integrates sales activities within the store environment. A
Mobile solution can increase associate productivity and empower your in-store floor staff, not only
does it deliver the power of your point of service in the palm of your hand but it allows you to take it
to your customers wherever they are in the store. Finally by extending point of service as opposed to
a separate service, we can leverage existing store technology and increase POS capacity in peak
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trading periods without giving up floor space. It’s not just about line busting although that is
supported, it’s about delivering the point of service application and its sales processes through a
new form factor.
 Reducing training time

 Save resources and reduce employee training time
 Intuitive, easy to use interface and menu structure
 Built in training mode and screen level help
 POS and mobile POS use same business process
A highly intuitive user interface and menu structure is presented in the associates preferred
language, providing clear direction to lead an associate through their day to day activities. It features
screen level help and built in capabilities that allow new users to undergo training in a real life
simulated mode, so that productivity and technology adoption can be achieved quickly. Associates
will also become more knowledgeable through onscreen item messages, item images and
configurable item enquiry features. Additionally because the POS and Mobile POS solution are built
on the same code base processes are similar, eliminating expensive training when using more than
one device.
Enabling Global Expansion
 Support for multiple formats

 Minimal configuration for different locales
 Configurable address and telephone formats
 Locale-based Currency
 Locale-based data/time format
Applications must understand that users from around the world have different expectations
regarding the display of dates, numbers and currencies. Multi-currency is more than just ISO codes
associated with tendering and allow the definition and configuration of currency denominations.
Xstore Point of Service supports configurable address and telephone formats so the retailer can
easily adjust to regional formats as well as support for locale based currency and date and time
formats. With predefined configuration it is ready for deployment in the global market place.
Currency conversion is based on an exchange rate parameter setting
 Built in Localization Foundations

 Facilitate delivery of localizations
 Platform for tax, payment and legal requirements
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 Isolated tender authorization process
 Open for 3rd party integrations
Localization foundation is a process of creating configurations within the software that can be
leveraged for release into a specific market or geography. The Oracle store strategy is to provide
foundations that facilitate delivery of localization. Localization foundation provides a platform to
address areas such as tax payment and legal requirements. Established localization foundations can
be configured within the application and these include language, data and time format, currency,
address, postal code and phone number formats. Localizations can also be supported through the
applications extension framework.
For payment, the base product can be completely isolated from the tender authorization process,
allowing for a clean integration to local switch providers, their hardware requirements, and the local
authorization transaction flow.
The Java based solution allows the incorporation of in country specific hardware and POS
peripherals and the use of the extension layer and localization frameworks enable partners to
complete in country requirements.
 Out of the box translations

 All language text is externalized into resource bundles
 Language assigned to store, employee and customer
 Additional translation or rewording can be performed easily
The effort to support multiple languages is based on a discipline of externalizing all user text which
is everything that is prompted, printed and displayed into tables or resource files. The design must
also support the idea that the application will not only support multiple languages but also support
them in a single instance potentially at the same time.
Display of the translated text must also anticipate that some languages take more space. If this is not
considered in the design of the displays and reports you will not be able to simply translate text.
Translation is a process of interpreting and adapting text from one language to another and out of
the box Xstore supports multiple languages and allows for additional translation or rewording to be
performed easily.
All language text is abstracted for easy translation so at any given time the retailer can provide their
own translations from the English language to the languages of the countries where they do
business.
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XSTORE FEATURE OVERVIEW
Xstore was developed in 100% Java with no code porting from our legacy applications. Oracle Xstore
represents a culmination of best practices that we have learned in developing three generations of
Point of Service applications for the Specialty retail industry.
USER INTERFACE
Xstore User Interface is designed to be:
 Simple, Elegant and Powerful

 Touch-centric user interface with taps and gestures
 Intuitive interface that emphasizes consistency for ease of use
 Prominent use of vivid Colour to convey context to the user
 Provide features designed to Automate in-store operations
From a perspective of the user; the Xstore User Interface and screen layouts have been designed to
maximize throughput, whilst minimizing user query or error. Each point of entry for the operator is
prompt driven ensuring the next action required is clear. With Xstore, users find it is easier to get it
right than to get it wrong with its multi-touch gesture navigation throughout to allow for full touch-
screen operation on a traditional POS, tablet or mobile device.
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ROBUST TRANSACTION SET
From a perspective of the customer; the Xstore point of service is designed to enable the store
operator to perform all the necessary transactions smoothly and quickly at either a fixed POS, tablet
or via a mobile device through operations such as:
 Sales - Including mixed transactions

 Returns - Verified, unverified and blind & cross-channel
 Layaways – Deposits & payment periods
 Work Orders – Repairs, Alterations & Services
 Warranty/Service Plan – Add to current or historical transactions
 Pre-Sale Accounts – Purchase items not available for sale in this store
 Hold Accounts – Hold item(s) for a short period of time which a customer plans to purchase
Coupled with these types of transactions, Xstore can be configured to meet operational
requirements at the POS with configurable reason codes and business rules for standard operations
(controlled by user roles) which include but are not limited to:
 Price Overrides -With associated reasons

 Change Qty – Amend item quantity
 Discounts – Item, transaction level, group, award discounts or coupons
 Voids - Item void or transaction cancel with associated reasons
 No Sale - With associated reasons
 Age Control – Customer age checking
 Item Control - Price Entry, Weight Entry, Minimum/Maximum Quantity, Linked Items & Kits
 Quick Keys - Item Menus with images
 Item Lookup - View item information, inventory levels, related items, price & sales history
 Paid In/Out -Pay money in/out of the store using associated reasons and business rules
 Suspend/Resume -Store a transaction on one device and resume on another
 Non-Merchandise - Sell additional services and include/exclude from Net Sales
 Pricing - Standard, tiered and customer pricing
 Tenders – Configurable tenders with mixed baskets and foreign currency payments
 Cash Management Actions – Floats, pickups, cash-up, cash-transfer, banking and cash deposit
 House Accounts – Charge goods to customer’s accounts with associated credit limits or take
payments
 Balance Inquiry – Check balance of E-Gift Card, Gift Vouchers or Store Credit Voucher
 Gift Receipts – Produce gift receipts for all or selected items
 Commissioned Associate– Link one or more employees to transactions
 Item Prompts – Capture additional data for specific or unknown Items
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 Transaction Prompts – Capture additional data for the transaction
 Customer Capture – Prompt for customer within transaction or at individual item level
 Notes – Add notes to a transaction
 Tax Change/Exemption – Change or Exempt Item/Transaction Tax
 Warranty – Prompt for Warranty or add manually to appropriate items
Example Xstore Screens
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XSTORE BACK OFFICE OVERVIEW
This section provides an overview of the Back Office functions which can be run from Xstore within
the Stores.
BACK OFFICE FUNCTIONS FOR STORE MANAGEMENT

Based on security levels it is also possible for selected users to access the Oracle Xstore Back Office
functions through a Back Office PC or the POS; which means that store supervisors/managers have
access to reports, cash management or other functions whilst on the shop floor even if mobile
devices are not available, enabling them to be fully functional and available to help staff and
customers within the store. The system can provide functions such as:
 Employee Management & Payroll - Employee Maintenance, Time & Attendance, Employee
Scheduling, Tasks & Messages
 Inventory Management - Shipping, Receiving, Replenishment, Adjustments, Transfers,
Counting, Shelf Labels/Tickets & Reports
 Till & Safe Management - Float, Pickups, Transfer, Reconciliation, Audit, Paid In/Out,
Tender Exchange, Deposits & Banking
 Customer Management & Accounts - Customers, Order Maintenance & Worklist, Special
Orders, Layaways, Work Orders
 Store Management - Till Close/Open, Store Close/Open, Business Date
 Training Mode - Train Store Staff on Back Office as well as POS functions
The Back Office application suite has been designed with a portrait menu structure which lends
itself to use on portable devices such as tablets or smartphones as well as on normal landscape
format fixed screens.
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Example Store Back Office Menus
Xstore enables all Back Office functionality to be run from a POS/Tablet running full Xstore when
deployed as a Thick application, or provides the following features when Xstore Mobile is deployed
on a Hand Held Device (i.e. Android or iOS):
 Receiving, Shipping & Adjustments

 Item Transfer & Item Lookup
 Inventory Count
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STORE MANAGEMENT REPORTS ON DEMAND
Based on security levels it is also possible for selected users to access the Store Management reports
within the Oracle Xstore Back Office. This means that store supervisors/managers have access to the
following:
 Dashboard - For Sales & Performance

 Report Criteria - For user report selection
 Interactive drill down reporting – Ability to drill down from summary into detail on
reports
 Over 60 standard Reports – reports categorized by:
 Journal Reports / Electronic Journal
 Flash Sales Reports
 Sales Reports
 Inventory Reports
 Employee Reports
 Layaway Reports
 Customer Reports
 Till Reports
 Airport
Example Store Dashboard
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Example Graph Reports
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XSTORE KEY BENEFITS SUMMARY
Oracle Retail Xstore Point of Service will process sales transactions for stock and service items, and
there are opportunities for the store associate to upsell. This has capabilities such as related items,
substitutions, and cross-channel support, which allows the retailer to save the sale in such cases
where the items are not available in the store. The Oracle Retail Xstore Point of Service accepts
multiple tender types, and processing exchanges and returns are simplified.
The Oracle Retail Xstore Point of Service has a built in returns process that provides centralized
transaction retrieval, original receipt lookup and management. Oracle Retail Xstore Point of Service
provides cash management including register or associate/till accountability. The application
provides support for automated complex pricing as well, discounts are applied in real time and best
deal logic can be applied to provide the customer with the best possible deal based on the items
purchased.
Oracle Retail Xstore Point of Service supports on hand inventory look up for any location. Centrally
or locally the store associate can add, search for, view or modify existing customer information.
Customers may be maintained or created at the POS and are stored in the Oracle Retail Customer
Engagement solution allowing a single view of the customer across the enterprise along with
transaction histories, segments and preferences. Oracle Retail Xstore Office provides enterprise
facilities to access transactional data and manage configurations.
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XSTORE OFFICE
XADMIN - CENTRAL ADMINISTRATION & REPORTING
Information exchange between the stores and the central office leads to greater flexibility, stronger
decision making, and a more efficient operation. Oracle Xoffice is the central component of Xstore
which provides Head Office both access to store level data and the ability to remotely manage many
local Oracle Xstore POS configurations. The Xstore Office provides the following features:
 Configuration Manager
 Data Management
 Deployment Manager
 Electronic Journal
 Support Tools
 Reports
 Electronic Journal
Through Oracle Xoffice, you will be able to manage the in-store POS system and make changes in
response to seasonal variations, new promotional opportunities, adjustments to tax rates, new store
openings, or any number of other reasons. The changes can affect all stores, a group of stores, or
even a single store. The areas which can be maintained centrally include but are not limited to:
 Organization Hierarchy & Stores

 Receipt Text
 Reason Codes
 Discounts
 Security
 Tax Rates
 Tenders & Currency Exchange Rates
 Employees
P a g e | 33

The stores may be formed into multiple groups and profile types to aid management of the estate
into different Organizations (Company Stores, Franchises), Countries, Regions, Areas, etc. The
system also enables management of the stores landscape and personality assigned to different types
of Stores (i.e. Small Stores no Back Office, Medium/Large Stores with Back Office).
Configuration changes are made in “sessions,” which can then be viewed, edited, deleted, or
deployed. The system also provides support tools for managing the estate and providing and alert
dashboard for the status of the estate.
Oracle Xoffice is also an operational data store residing between Oracle Xstore and your corporate
ERP system. It is a central data repository designed to consolidate enterprise-wide POS transaction
records from all stores, and make that information available to host systems, analytics tools, and
other transaction processing engines. Not a cleaned or summarized data warehouse, Oracle Xoffice
is a collection of all data from every database table in every store. By gathering all store-level data in
a single database you can simplify data access, back-up, reporting, archiving, and analysis.
Oracle Xoffice provides the ability to run reports centrally (real-time based on network
infrastructure) which can be printed or exported (i.e. PDF, HTML, CSV). The system provides a
simple to use interface for report selection and criteria:
P a g e | 34

Example Reports Menu and Report Parameters
Oracle Xoffice also provides an Electronic Journal of all transactions which have taken place enabling
Head Office to monitor the transactions which are being performed as well as the ability to see an
exact copy of the receipt(s) which were produced:
List of Selected Transactions from Electronic Journal
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Example View of actual Receipts which were produced in-store
Through the course of the day, as the stores record transactions, Oracle Xstore POS may need to look
beyond its local data sources for information such as customers, gift card/stored value, return
verification, inventory levels, & employee verification. If remote data sources are sought, the
enquiries are managed by the Xstore Xmessaging middleware and are transparent to the user. The
Oracle Xoffice operational data store is a powerful centralized data source for this.
 In summary Oracle Xoffice provides the following features:

 Easy to understand graphical user interface
 Central Administration & Configuration Management
 Consolidation of enterprise-wide POS data for centralized access, reporting, archiving, and analysis
 Electronic Journal Viewer to find and view any transaction
 Allows multiple deployment models of Xstore, enabling data sources to be anywhere. Therefore, a
repository for centralized access supports calls for remote data (facilitated by Xmessaging)
 Requests for data not stored locally, like inventory, voucher control, customer information, return
verification and employee verification, can be processed transparent to the user
 Can directly feed corporate analytics, merchandising, or financial systems (ERP)
 Dashboard for Store System Information
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XCENTER
The Xcenter application is a Java and XML/SOAP-based messaging framework that runs on the Jetty
application server, available to Xstore for reading and writing of data. Xcenter provides Xcenter data
access through Jetty. The Xcenter server interfaces to Xcenter (Home Office server) and to the point-
of-service client module (Store).
The Xcenter Database is a central data repository containing consolidated data from specified
database tables in every store. These POS transaction records from all stores can be made available
to host systems, analytics tools, and other transaction processing engines. Xcenter is also an on-line
data source for messaging-based inquiries originating from Xstore/Xenvironment. Data is made
available to Xcenter by replication, trickle polling, or POS Log processing, depending on your
deployment model.
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XSTORE – COMMERCE ANYWHERE OVERVIEW
P a g e | 38

When connected with Oracle Retail Order Broker (OROB) Cloud Service, Oracle Commerce and
Oracle Retail Customer Engagement (ORCE) Cloud Service. The system can provide the following
functionality:
 Special Order – order items not in stock

 Send Sale – ship orders to customers from the store stock
 Omni-Channel Orders – via Oracle Retail Order Broker Cloud Service (Web or Store Initiated)
 Delivery
 Pickup Same Store
 Pickup Other Store
 Order Worklist (Pick & Ship Process)
 Gift Registry – via Oracle Customer Engagement Cloud Service (ORCE)
Xstore will display message bar alerts to keep in-store staff informed on the status of orders and
those which are requiring attention. The information that can be shown is as follows:
 Total New Orders - The total number of new orders

 Ship Orders - The number of orders waiting to be shipped from this store
 Customer Pick Up Orders - The number of orders to be picked up in this store
 Items Awaiting Pick - The number of items that must be set aside for the orders
 Average Order Age - average age of the orders awaiting fulfilment
days/hours/mins)
 Oldest Order Age - Age of the oldest order awaiting fulfilment (days/hours/mins)
 Unfulfillable Orders - The number of items that cannot be fulfilled. When an order is rejected, the
status becomes unfulfillable
Xstore can provide the following options for Orders to the store users:
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CUSTOMER DELIVERY
If an item is not available in a store, this option can be used to have the item shipped directly to the
customer’s home (or specified address). Order creation is done by the Xstore system, and in this
scenario, order fulfilment may be done by the Xstore system or by an external system and Inventory
comes out of the fulfilling location. In Xstore, this order type is defined as Delivery.
P a g e | 40

PICKUP THIS STORE
If an item is not available in a store, this option can be used to have the item shipped back to the
same store for pickup at a later time. In this scenario, order creation and order fulfilment are both
handled by the same Xstore store location. Inventory is sourced out of another location and shipped
to the Xstore location. In Xstore, this order type is defined as Transfer Pickup.
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PICKUP OTHER STORE
If an item is not available in a store, this option can be used to find another store location where the
item is currently available. The customer can pick up the item from that store once it is in a status of
Ready for Pick Up. In this scenario, both order creation and order fulfilment is being done by the
Xstore system. Inventory comes out of the fulfilling store. In Xstore, this order type is defined as
Pickup.
With Xstore the operation for Multi-Channel Orders is intuitive and in keeping with other POS
functions making it easier to train staff with its intuitive operation. In addition, screen colors can be
different to highlight to the user it is different type of transaction.
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Example Home Delivery Order Entry
Xstore also provides customer search options and will automatically searches the database to locate
any open orders for that customer and if found a notification prompt will be displayed.
Example list of orders linked to Customer
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In summary, Xstore can provide the following features to the user at the Point of Service around
Commerce Anywhere transactions:
 Customer Lookup (is required for all orders)

 Item Lookup/Locate function
 Prompts to confirm Orders of Items where inventory is available in-store
 Item Locate function (linked to Oracle Retail Order Broker Cloud Service (OROB))
 Shipping options and costs based on customers
P a g e | 44

EXERCISE
1. Xstore User Interface is designed to be:
a. Simple, Elegant and Powerful
b. A touch-centric user interface with taps and gestures
c. An intuitive interface that emphasizes consistency for ease of use
d. To automate in-store operations
e. All of the above
2. Xstore enables all Back Office functionality to be run from a POS/Tablet running full Xstore when
deployed as a Thick application. True/False
3. Oracle Back Office is the central component of Xstore which provides the Head Office both access to
store level data and the ability to remotely manage many local Oracle Xstore POS configurations.
True/False
4. Configuration changes in Xadmin are made in “sessions,” which can then be:
a. Viewed
b. Edited and deleted
c. Deployed
d. All of the above
5. Depending on your deployment model data is made available to Xcenter by either:

a. Replication
b. Trickle polling
c. POS Log processing
d. A and B only
e. All of the above
6. Xstore will display message bar alerts to keep in-store staff informed on the status of orders and
those which are requiring attention. True/False
7. Xstore can provide the following options for Orders to the store users:
a. Pickup This Store
b. Customer Delivery
c. Pickup Other Store
d. A and C only
e. All of the above
P a g e | 45

LESSON REVIEW
In this lesson, you should have learned about:
 Market positioning for Xstore point of service
 Value proposition for Xstore point of service
 Xstore features overview
 Xstore Office overview
 Xstore as part of the Omni-Channel solution
P a g e | 46

Lesson
2
LESSON 2 –XSTORE ARCHITECTURE
LESSON OBJECTIVES
 Overview of the Xstore point of service architecture and components
 Xstore Mobile
 Xstore for Grocery
 Xenvironment
 EFTLink & Xstore
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XSTORE FOOTPRINTS
Xstore Point of Service can be deployed as part of the Oracle Retail portfolio as the example below
indicates and plays its part at the store level.
In this diagram the red line depicts the barrier between the on premises and above store
deployments.
The grey lines indicate the integration points
The Xstore suite, when deployed into an Enterprise, consists of a number of specific components
that are scalable and flexible in deployment. In the above store space these consist of the Xcenter
Database, which is a centralized database that aggregates data from all the store databases and
allows cross-store data access, It supports a multi-tenant capability with complete separation by
Organization ID.
The second component it’s the Xcenter application servers, Xcenter DTX which provides the data
access and integration framework and Xcenter Admin, which provides configuration, reporting,
support tools and electronic journal.
P a g e | 48

Transaction and related data are posted to Xstore Office from each register in real time using
Xstore’s native data replication (DTX).
The model deployed at store can vary and the following examples show some of the varied
deployment models supported by customers today.
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Store Lead register providing Jetty services for mobile deployment
Xstore deployed with a store server for larger estate and providing support for Xstore Mobile
On a register the current recommended minimum hardware specification is as follows:
System Processor Memory Disk

Space
Lead Device Dual-Core or Quad Core of 4GB 256 GB

>=2.5 GHz
(i.e. Back Office or Master POS)
Non-Lead Device Single Core or higher of 2GB 256 GB

>=2.0 GHz
(I.e. Slave POS)
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Full Xstore (“thick-client”) can be deployed on a Windows 8.1 tablet devices providing the full
feature set and offline capabilities
XSTORE OFFICE DATABASE SERVER

Xstore’s centralized database that aggregates data from all store databases and allows cross-store data
access:
 Oracle 12c
 Oracle 11g (11.1.0.7 Patch)
 SQL Server 2012 SP1
 SQL Server 2008 SP3
 SQL Server 2008 R2 SP1
XOFFICE APPLICATION SERVER

A centralized J2EE server that runs the Xoffice enterprise applications.
Xcenter DTX – Xcenter data access and integration framework.
Xcenter Admin – Browser based administration tool.
 Oracle WebLogic 12.1.3

 Jetty version 9.2.13
 Tomcat version 8.0.24
It is recommended that customers select a file management server that is aligned with the OS vendor. E.g.
IIS for Windows, Apache for Linux. Oracle from V15 will no longer provide a bundled version of the
Apache server as part of the installation.
P a g e | 51

XSTORE MOBILE
Xstore Mobile is our next generation multi-platform mobile solution built on Xstore technology. It is
designed to deliver a simple to use but functionally rich application harnessing the strength and
flexibility of the Xstore Point of Service.
 Improved Customer Experience - Enables the sales associate to take the sale to the
customer capture all the relevant information and complete the sale without needing to
return to the cash desk.
 Driving Sales - Whether as a line busting device for peak trading periods, or as a way to
ensure that your customer experience goes beyond expectations, Xstore Mobile gives your
store operations that extra edge.
 In-store Flexibility - Delivering on-the-move access to customer information and both
shipping and receiving documents, Xstore Mobile offers many of the services that are
available at a fixed POS, adapted to meet the requirements of mobile use.
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 Xstore Mobile - First available in June 2014, Xstore Mobile is only available in Xstore 7.0
and later releases. The initial release will support the Motorola MC40 Android device and
Apple iPod Touch iOS-based devices.
Xstore Mobile is a browser-based application that manages the user interface, local hardware
devices and communication with the POS functions. A new Xstore component will be deployed on a
designated Xstore Mobile server for each store. This server can host a number of Mobile client
sessions concurrently.
The beauty of the Xstore Mobile design is that it uses exactly the same code as the core Xstore
application, presented in a mobile, efficient user interface. This means that all existing interfaces to
external systems will not change, as Xstore Mobile will use them as the POS does currently.
The new Xstore component manages access to peripherals not attached to the mobile device,
including laser and receipt printers.
All communication between Xstore Mobile and the Xstore host will use HTTPS protocol and secure
certificates.
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Xstore mobile delivers the following functionality:
 Sale Transactions
 Item Lookup
 Customer Lookup
 Receiving
 Shipping
 Inventory Counting & Adjustment
 Clock in/Clock out
P a g e | 54

XSTORE FOR GROCERY
Oracle Retail Xstore Point of Service for Grocery is a POS application, built upon the foundation of
Oracle Retail Xstore Point of Service POS, targeted for grocery and convenience stores. The
application uses the same code base and frameworks, leveraging common assets including Oracle
Retail Xstore Point of Service (back office).
Oracle Retail Xstore Point of Service for Grocery is a configurable, extensible and multiplatform
application.
P a g e | 55

XENVIRONMENT
The main purpose for the Xenvironment application consists of three important functions:
 Help the POS software perform store closing procedures.

 Assist the POS software with software upgrades.
 Secure the operating system.
The Xenvironment application is installed on a POS register and provides a communication link
between the lead and non-lead registers. An internal messaging framework enables Xenvironment
to send messages between the Xenvironment engine and Xenvironment's graphical user interface
(GUI), between a lead Register and non-lead registers, and between Xenvironment and the
Dataserver. The messaging framework also allows messages to be sent back and forth between
Xenvironment and the Xstore POS application. Thus, Xstore can notify Xenvironment when a specific
task must be completed. For example, store closing processes handled by Xenvironment are started
automatically when Xstore sends a message through this communication link.
SECURITY
On a register running Xenvironment, the user is restricted to only the tasks that are displayed and
available through Xenvironment's GUI. The tasks that you make available can be configured to be
run from on-screen buttons, keystrokes, and menus. All tasks can be password-protected to ensure
that only employees with the proper permission level can run security-restricted commands.
SSL-Encrypted Communication
To ensure PCI compliance, Xenvironment requires authenticated, SSL-encrypted communications
with Xstore and with other systems running Xenvironment. All systems must use SSL to
communicate with Xenvironment 7.1.
Corporate Password Configuration

Xenvironment creates .conf files containing encrypted information that is used by Xstore and the
Xenvironment GUI to configure the corporate password. This allows all three programs to use the
same corporate password without requiring each application to be configured individually. The
.conf files are created each time Xenvironment starts, to ensure that the information is current and
accurate for all applications.
USER INTERFACE
P a g e | 56

Xenvironment uses a screen layout that is similar to Xstore. Information is displayed in a focus bar,
view port, and status bar. Functions and actions can be performed through a row of menu buttons
placed near the bottom of the screen.
The Xenvironment interface is intended to replace the default operating system shell.
 POS Status - Displays store and register status information.

 Systems Support/Attention - Describes how to return focus to Xstore or
 Xenvironment.
 Please Note - Displays messages and alerts from Xstore and Xenvironment
 Menu Buttons – A row of buttons that are used to perform functions available in
Xenvironment. To use the buttons, either touch them on a touchscreen monitor, click them
with the mouse cursor, or press the associated shortcut key
Functions and actions can also be performed through hotkeys
 Status Bar - Displays information describing the register system, store location, and
Updates from processes run by the user through Xenvironment
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EFTLINK
Oracle is committed to allowing the retail organizations to minimize the overhead associated with
payment processes and maintaining PCI compliance. To this end the strategic solution is to provide
an abstraction layer between the chosen Payment Service Provider (PSP) and the POS.
The solution is called Oracle Retail EFTLink and it was developed to simplify the integration
between Oracle POS systems and 3rd Party Payment Service Providers, for which the following
points should be noted:
 Multiple Payment Service Providers (PSP’s) - Enables retailers to support any number of
PSP’s across their global retail estate without changes to the POS solution
 Global Installations - Installed in over 30,000 POS Globally
 Global Deployment – Installed in 18 countries around the world (and growing)
 Global Payments – Has been integrated to over 50 Payment Service Providers
The use of this method means that the card data is never present in the POS or stored in the POS
database thus providing a significant PCI scope reduction, for example most QSA’s have agreed that
the POS and POS transaction network are both removed from scope. Validated refunds can still be
made to the original card by use of the token:
P a g e | 58

Some of the features EFTLink can provide at the POS (*dependent on the chosen PSP integration)
are:
 Deployment options - Deployed on each POS or as a Server Model (dependent on chosen PSP)
 Pin Entry Device (PED) options – PED pooling and sharing
 Gift Card Support* - Open Loop Gift Card
 Other Services* - Top Up & Bill Payment Services
 Core Transaction Types – Card Sale/Refund/Reversal
 Additional Transaction Types – Pre-Authorization, Fuel Card Support, Cash-Back &
Gratuity
 Receipt Information – Separate or integrated receipt information
 Dynamic Currency Conversion – Pay by card in own currency
 Tax Free Trigger– Invoke Tax Free Sales operation (3rd party solution) with card
identification
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EXERCISE
1. Xstore Mobile is only available in Xstore 6.0 and later releases. True/False
2. All communication between Xstore Mobile and the Xstore host will use HTTPS protocol and
secure certificates. True/False
3. Xstore mobile delivers the following functionality:

a. Sale Transactions and Item Lookup
b. Customer Lookup
c. Receiving and Shipping
d. Inventory counting & Adjustment
e. Clock in/Clock out
f. All of the Above
4. Oracle Retail Xstore Point of Service for Grocery is a configurable, extensible and a multiplatform
application. True/False
5. The main purpose for the Xenvironment application consists of these important functions:
a. Help the point-of-sale (POS) software perform store closing procedures
b. Assist the POS software with software upgrades
c. Secure the operating system
d. All of the above
6. The Xenvironment interface is not intended to replace the default operating system shell.
True/False
7. The use of the Oracle Retail EFTLink method means that the card data is never present in the
POS or stored in the POS database thus providing a significant PCI scope reduction. Validated
refunds can still be made to the original card by use of the token. True/False
P a g e | 60

LESSON REVIEW
 Overview of the Xstore point of service architecture and components
 Xstore Mobile
 Xstore for Grocery
 Xenvironment
 EFTLink & Xstore
P a g e | 61

P a g e | 62

Lesson
3
LESSON 3 –XSTORE ECOSYSTEM
LESSON OBJECTIVES
 The value of adding additional Oracle applications
 Xstore and Merchandising Operations Management
 Xstore and Store Inventory Management
 Xstore and Order Management System
 Xstore and Loss Prevention
 Xstore and Customer Engagement
 Xstore and Order Broker
P a g e | 63

THE VALUE OF ADDITIONAL ORACLE STORE SOLUTIONS
The value delivered by the Oracle Store solution set is that predefined integrations exist. Integrating
Oracle Retail products centers on building a stronger retail foundation for our customers.
Companies must be able to buy more than one application from Oracle Retail and expect them to
integrate to one another. The section below outlines the current state of integrations between the
Oracle Store solutions and details the benefits that are delivered by the applications working
together:
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ORACLE RETAIL MERCHANDISE OPERATIONS MANAGEMENT INTEGRATIONS
Oracle’s Merchandise Operations Management suite is a modular, integrated set of solutions built
specifically for retail. The full suite provides end-to-end coverage for key business processes such as
item maintenance, retail pricing, deals management, ordering, allocation, replenishment, importing,
sales auditing and invoice matching. It allows businesses to manage their operations across
channels, brands and countries and provides a robust platform for growth. The modular
architecture promotes value based implementations by enabling retailers to choose which processes
to implement depending on their business priorities.
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VALUE PROPOSITION
 Greater control and visibility across the business leads to improved margins, higher
inventory turns and greater organizational efficiency
 Improve, standardize and automate business processes across the organization
 Enable expansion into new channels, assortments, and countries
 Provide timely and accurate visibility into cross-channel inventory and sales
 Drive efficient supply-chain execution from plans and forecasts
 Create high-value implementation plans that address key priorities first and ensure future
business agility
The integration of the Xstore Point of Service to the merchandise operation management suite
consists of three specific integrations:
RETAIL MERCHANDISING SYSTEM (RMS)

The integration of RMS provides support for the delivery of information from the enterprise
merchandising system using the exiting Xstore data-loader application. This has been modified to
support the file format presented by RMS, and is available from V15 of Xstore onwards.
ORACLE RETAIL PRICE MANAGEMENT (RPM)

The integration of RPM provides support for clearance, price change and promotional pricing. The
Xstore data-loader process has been modified to support the file formats presented by RPM.
ORACLE RETAIL SALES AUDIT (RESA)

The integration of ReSA has been added as part of the V15 release. The integration provides a new
Xcenter broadcaster. POSLog data is replicated from Xstore registers to Xcenter and the Xcenter
broadcaster then sends this data to the RTLog generator. RTLog generator consumes the broadcast
messages and produces ‘RTLog’ files which are consumed directly by ReSA.
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The Merchandising Operations are key to delivering a successful Commerce Anywhere solution as
the diagram below outlines:
P a g e | 67

ORACLE STORE INVENTORY MANAGEMENT (SIM) OVERVIEW & INTEGRATION
In today’s customer-centric environment, one of the biggest challenges a retailer faces is lost sales
opportunities caused by out of stock positions or worse, because the store associate was unable to
locate an item. A store inventory system helps you maintain accurate inventory positions, track
where that inventory is, and can provide visibility to this information for all channels, saving the
sale.
The implementation of the SIM solution in conjunction with Xstore provides system driven store
inventory visibility & updates, SIM provides real-time store stock on hand visibility to other systems
including the Oracle Retail Order Broker. Stock on hand updates are in real time as processes occur
in store including sales, returns and adjustments.
SIM can provide support for the enablement of operational customer order processes at the store,
with store personnel alerted as customer orders are sent to the store for picking. Store personnel
can perform customer order picking on a HHT or by printing a pick-list and can be carried out by
customer order number or by bin.
SIM enables customer orders for home delivery from the store to be processed and using web
services can invoke contacting a manifesting system e.g. Kewill.
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Xstore is able to be deployed with its own integrated Inventory Management module or for
Inventory intensive retailing business users can now be configured to utilize the central inventory
functions of the SIM system. SIM is also integrated directly to the RMS system and receives updated
inventory positions and information directly from the delivery mechanisms deployed by RMS.
When the SIM system is deployed with Xstore the SIM user interface is utilized to manage the
inventory aspects of store operations and the Xstore screens are disabled from the POS and back
office system.
The image below outlines a typical deployment of SIM. It is a central database rather than a
distributed one and the stores connect via web service to gain real time data. Sales transactions are
passed back to SIM so that its inventory position is maintained and accurate.
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Value Proposition:
 Improved Customer Satisfaction

 Real-Time inventory
 Customer order execution
 Maintain cross store inventory lookup
 Streamlined Inventory Processes
 Fully integrated solution with supply chain partners
 Best in industry for in store processes
 Wireless Mobile Inventory processes
 Shrinkage Reduction
 Serialized Inventory Tracking
 Manager Approval Based Processes
 Continuous system based transactions
P a g e | 70

ORACLE ORDER MANAGEMENT SYSTEM OVERVIEW & INTEGRATION
For the retail organization, the benefits of achieving true Omnichannel transparency are
indisputable. By integrating all aspects of the transaction lifecycle across all channels and points of
service, retailers open up a wealth of opportunities to increase revenue, enhance customer loyalty,
streamline operations, reduce markdowns, and cut costs. As retailers plan their path forward, they
won’t find a solution as compelling as the Oracle Retail Order Management System Cloud Service.
P a g e | 71

INTEGRATED SERVICE OPTIONS FOR COMMERCE ANYWHERE
Oracle Retail Order Management System Cloud Service is an Omnichannel retail solution that
provides robust order management functionality for many leading retail brands. With Oracle Retail
Order Management System Cloud Service retailers can leverage customer information more
effectively throughout the transaction and as part of their marketing, merchandising, and customer
service efforts. Retailers can focus on identifying, attracting, and retaining the most profitable and
valuable customers by providing outstanding service. For example, if a premium customer is placing
an order over the phone, the call center agent will see that a VIP has called in and can extend an
appropriate special offer. Once an order is placed, there can be many reasons it may experience a
change in status. The customer may decide to ship to a different address or add an item to the order;
within a retailer’s business, there may be a change in inventory availability or the product may be
damaged in the warehouse. Using Oracle Retail Order Management System Cloud Service retailers
can easily access and adjust the order and quickly communicate the new order information to
customers, while keeping operations running efficiently.
GAIN REAL-TIME VISIBILITY ACROSS THE TRANSACTION LIFE

Oracle Retail Order Management System Cloud Service offers a fully integrated suite of modules for
managing all aspects of direct commerce transactions including order management, fulfillment, and
customer service. Since these modules share a common database, the Oracle Retail Order
Management System Cloud Service provides real-time visibility into inventory and customer activity
throughout the transaction lifecycle. Equally important, the solution can be easily integrated across
all points of service including retail locations, the web, catalogs, the contact center, kiosks, and
mobile devices.
SUPPORT CUSTOMERS EFFICIENTLY

With this high level of integration retailers can deliver the kind of convenient shopping experiences
and enhanced services that delight customers, drive revenue growth, and strengthen customer
loyalty. Retailers can develop a consistent customer experience across all channels by providing
back-order notifications, returns, exchanges, gift-giving options, and real-time service. Oracle Retail
Order Management System Cloud Service can power the retailer’s OMS and Call Center functions.
The commanding key components include:
 Customer look up and modification

 Order creation
 Product lookup
 Order edit
 Order inquiries
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 Appeasements both before shipping through price overrides and after the line is
shipped as a discount against the line
 Returns, refunds and appeasements
DEPLOYED IN YOUR CHOICE OF CONFIGURATIONS

The Oracle Retail Order Management System Cloud Service database, application server, and
operating system are easily configurable to support unique business processes and policies. The
Oracle standards-based solution ensures simplified integration with diverse resources. These
integration points may include outsourcing or partner environments, such as web commerce service
providers and payment processors. For retail organizations that process high volumes of
transactions a year, Oracle Retail Order Management System Cloud Service meets the most rigorous
requirements for scalability and reliability.
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ORACLE RETAIL CUSTOMER ENGAGEMENT OVERVIEW & INTEGRATION
Oracle Retail Customer Engagement Cloud Services is a suite of integrated cloud services designed
to drive incremental revenue and profitability for today’s retail enterprise. The modules in the suite
empower the user to: build customer loyalty, increase average spend, and drive repeat purchases.
Further, Oracle Retail Customer Engagement Cloud Services provides the tools and the strategic
insights to focus marketing investments on high potential customer segments and better inform
decision-making in the critical areas of merchandising and operations.
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CUSTOMER MANAGEMENT AND SEGMENTATION CLOUD SERVICE
The retail shopping experience is greatly enhanced when it feels personalized and relevant to
shoppers’ needs. This ‘foundational’ cloud service addresses three challenges facing retailers today:
it is a location to bring together customer data that currently exists in silos across the organization,
it cleans, consolidates and organizes the data, and it is a platform to connect all customer and
associate-facing systems in real time*.
The end result is a solid foundation to ‘speak’ with one voice to customers however and wherever
they engage. Further, the service includes a set of powerful segmentation tools to help retailers mine
the data, build strategic insight, and identify and exploit areas of opportunity.
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CAMPAIGN AND DEAL MANAGEMENT CLOUD SERVICE
Campaign and Deal Management Cloud Service leverages the customer foundation to turn insights
into action to accelerate growth in revenue and profitability. Relevancy drives response and
engagement with marketing and promotional communications. Campaign Management allows
retailers to harness this valuable data to personalize communications and increase response rates.
The system tracks the details of how customers respond to promotional activity. Over time, each
promotional event makes the retail organization smarter and enables a ‘virtuous cycle’ of
continuous learning. The ability to place the right offer, at the right time, to the right audience,
elevates customer satisfaction and maximizes return on marketing investment.
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LOYALTY AND AWARDS MANAGEMENT CLOUD SERVICE
Loyalty programs are an effective strategy for customer retention and acquisition. Identifying,
rewarding, and retaining loyal customers is an important strategy to build return on investment and
profitability.
Points-based loyalty programs can be implemented in a number of ways. But in each case they can
provide a powerful differentiator in today’s competitive retail landscape, and serve to draw a bright
line connecting continued brand loyalty to special rewards and recognition. This minimizes
competitive switching and increases customers’ lifetime value (LTV). Increasing LTV of existing
customers is a key strategy to help accelerate revenue growth.
GIFT CARDS MANAGEMENT CLOUD SERVICE

Gift cards are a popular marketing tool and a convenient and profitable payment method with
proven ROI. They are prevalent in-store and increasingly sold and redeemed online. The Gift Cards
Cloud Service offering can integrate with manufacturers’ and other 3rd parties’ systems for
distribution of physical cards.
It also supports delivery of virtual cards online. On the redemption side, the platform supports
traditional ‘cash and carry’ transactions and multi-stage (authorization/settlement) transaction
processing to meet the specific needs of order management through in-bound call centers and e-
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Commerce sites. Whether the need is for traditional gift cards, electronic merchandise credits or
promotions, as part of an engaging promotional strategy, Gift Cards Cloud Service has the flexibility,
scalability and reliability to deliver.
LOWER TOTAL COST OF OWNERSHIP

Oracle Retail Customer Engagement Cloud Services is hosted in the Oracle Cloud and acquired
exclusively through a subscription service (SaaS) model. This shifts funding from a potential capital
investment in software and IT infrastructure to an operational expense. For one monthly** fee the
retailer’s business will benefit from world-class capabilities that drive marketing, service, and
operations to meet and exceed customer expectations.
From an IT perspective, the Oracle Cloud team takes the burden and responsibility of providing
retailers with the highest levels of system availability, scalability, performance, and data security.
Features included in the service are: continuous technical support, access to valuable software
feature enhancements, hardware upgrades, and disaster recovery. Lastly, retailers will have peace of
mind knowing that their data is managed and protected by Oracle, the company that leads the world
in database technology.
Oracle Retail Xstore Point of Service is designed for Customer Engagement and when connected to
Oracle Retail Customer Engagement (ORCE) Cloud Service can provide extended functionality which
empowers store staff with quick and relevant Customer information which can include:
 Customer Information & Activity Stream – Create/amend customer information

 Groups & Personal Information – View customer groups, segments and preferences
 Purchase History – View purchase history including returns and orders
 Accounts & Rewards - View current awards available and account loyalty award history
 Appointments (ORCE Cloud Service) – Create/view appointments for the customer
 Loyalty & Awards (ORCE Cloud Service) – View loyalty account information
 Comments – View/create comments for the customer
 Addresses – View/create/amend multiple addresses for customer (i.e. Home, Work)
 House Accounts – View/create House Accounts details, balances and credit limits
 Wish Lists – View/create/amend wish lists for customers
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Example Customer Information Screen
Example Customer Sales History Screen
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ORACLE RETAIL ORDER BROKER INTEGRATION
Oracle Retail Order Broker Cloud Service is a distributed order broker and drop ship software
solution that enables retailers to complete more transactions across all channels that may otherwise
be lost due to merchandise unavailability. Oracle Retail Order Broker Cloud Service provides the
real-time inventory information necessary to complete the transaction on-demand through
alternative fulfillment methods, such as direct shipment from another warehouse or store, or
scheduling a store pickup.
Order shopping rules identifying the fulfilling location are configured by the business and can be
based on criteria such as highest inventory levels or closest store. When the item is ordered, Oracle
Retail Order Broker Cloud Service immediately identifies and assigns the order to the fulfilling
location, including tracking and managing the status of the order.
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EMPOWER STORE ASSOCIATES WITH ENDLESS AISLE
The Store Connect module is an extension to Oracle Retail Order Broker Foundation and enables
retailers to perform Omnichannel transactions within their existing store environments without
having to make major modifications to their POS application.
This is accomplished by providing store associates with a simple intuitive user interface for
Omnichannel transactions. The user interface will alert the store to new orders as well as the status
of orders to be managed. The store can view order detail information, perform status updates, print
picking slips, and see messages. Store Connect will manage information sent to the store for new
orders, pickups, and home delivery orders. In addition, the customer is informed with pickup-ready
messages when the order pickup process has been completed or the order has shipped.
MINIMIZE COST AND REDUCE RISK

The Oracle Retail Supplier Direct Fulfillment module provides retailers using Oracle Retail Order
Broker Cloud Service with the flexibility to drop ship an order to a customer directly from the
supplier, instead of from the retailer’s existing inventory.
Once a drop ship order is placed, the application automatically sends the order and customer
information to the supplier for delivery. Drop ship ordering gives the retailer the opportunity to sell
additional products without the cost and risks of maintaining the inventory, giving retailers an
endless aisle capability.
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RESERVE AND RESPECT INVENTORY AVAILABILITY
As the pace of retail continues to accelerate, retailers are faced with the challenge of prioritizing
inventory to serve various channels. With Oracle Retail Order Broker Cloud Service, retailers gain
critical real-time inventory availability directly to distribution centers and store systems to receive
accurate item inventory availability.
Oracle Retail Order Broker Cloud Service’s extensive restful web services allow for orders to be
delivered to fulfilling locations immediately upon placement, and retailers receive status updates
such as order rejections, cancellations, and shipment notifications. No time is lost fulfilling orders
and servicing customers with this extended visibility.
The inventory reservation is based on system and order status. If at any time an order cannot be
fulfilled by the location identified by Oracle Retail Order Broker Cloud Service, the application will
re-broker the order to the next best fulfilling location, ensuring that the customer receives their
order every time.
DRIVING PROFITABLE GROWTH

Implementing Oracle Retail Order Broker Cloud Service provides retailers with a flexible and
effective solution that will yield a tremendous return on investment and create greater customer
loyalty. Retailers will be able to reduce overhead by eliminating manual sends and transfers, and
associates will perform Omnichannel transactions with a simple intuitive interface. Furthermore,
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drop ship technology will reduce costs by saving sales and incurring fewer markdowns, and will
increase revenue through endless aisle technology.
Oracle Retail Order Broker Cloud Service provides an efficient, low cost, high-tech method for
sending orders directly to consumers, to retail stores for pickup, or to the drop ship supplier for
delivery directly to the customer, while maintaining brand identity and optimizing operations.
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ORACLE RETAIL LOSS PREVENTION XBRI INTEGRATION
Oracle Retail XBRi Loss Prevention Cloud Service is the world’s most widely used loss prevention
and store data analysis tool. Oracle Retail XBRi Loss Prevention Cloud Service is an intuitive,
intelligent and global analytical reporting solution that is designed to quickly identify suspicious
trends, transactions, and other data anomalies.
Oracle Retail XBRi Loss Prevention Cloud Service allows easy user access, dynamic functionality, and
forensic analysis to make more-informed decisions with timely, data-driven answers to business
questions and to protect the bottom line.
EXCEPTION-BASED REPORTING
Using exception-based reporting methodologies, Oracle Retail XBRi Loss Prevention Cloud Service
allows users to respond to store, cashier, and even transaction irregularities. Exceptions are
identified, tracked and managed from inception through resolution and details can be extracted
within seconds.
With web and mobile accessibility, users can log on to Oracle Retail XBRi Loss Prevention Cloud
Service on the go, so data can remain at their fingertips. Today, exception-based reporting is a staple
loss prevention tool for retailers to detect and prevent employee fraud and customer incidents, and
to protect assets overall. However, behavioral analysis and exception trending functionality is a
differentiator for Oracle Retail XBRi Loss Prevention Cloud Service, and its reporting functionality
anticipates and answers questions and issues.
MULTI-DIMENSIONAL ANALYSES FOR COMPLEX BUSINESSES

The Oracle Retail XBRi Loss Prevention Cloud Service analysis feature allows retailers to quickly
navigate data layers to get to the root cause of exception activity. Oracle Retail XBRi Loss Prevention
Cloud Service offers powerful reporting utilizing dynamic prompts that can produce many different
analyses from a single report.
From there, the analytical functionality allows users to freely pivot, drill, link, sort, filter, graph, and
manipulate reports interactively to gain a 360-degree perspective on the data. Dashboard
functionality consolidates multiple views of high-risk key performance indicators, and uses graphs
and visualizations for field users to maintain a pulse on their districts and stores, and easily spot
problem areas.
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FLEXIBLE STRUCTURE ALLOWS FOR CUSTOMIZABLE REPORTS
Oracle Retail XBRi Loss Prevention Cloud Service allows retailers to tweak existing reports or create
new reports from scratch. They are built from objects rather than tables and fields, using either a
drag-and-drop design or step-by-step, guided report wizards. With either method, users can easily
create reports independently without needing technical expertise or relying on IT resources.
A one-time setup of the automated features enables Oracle Retail XBRi Loss Prevention Cloud
Service to work behind the scenes to reduce effort and IT intervention. The use of automation
enables loss prevention staff to manage more cases and focus on the most important incidents,
leading to the biggest savings. Alert subscriptions isolate and highlight exceptions so field managers
can maintain a concentrated focus that takes them directly to problem areas.
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CASE MANAGEMENT EFFICIENCY
Integration with third party case management tools improves workflow and productivity when
creating and documenting loss cases identified in Oracle Retail XBRi Loss Prevention Cloud Service.
Modern web service technologies allow the sharing of data in a secure, industry standard fashion.
System users have the ability to search incidents and cases by either selecting a store or cashier for
any report or exception.
SCALE AND PERFORMANCE

The database design, SQL optimization and in-memory engine produce on-demand performance for
retail chains of all sizes. Whether a company has thousands of users or just a few, Oracle Retail XBRi
Loss Prevention Cloud Service can adapt to cater to what it needs. Oracle Retail XBRi Loss
Prevention Cloud Service provides flexibility of the application, and breadth of security layers make
it a good fit for all organizations. Oracle offers multiple deployment options to suit business needs.
PROVEN RETURN ON INVESTMENT

With nearly twenty years of experience, the Oracle Retail XBRi Loss Prevention Cloud Service
community has a legacy of quick returns on investment. Most retailers see a 100% return on
investment in less than a year – some within three months of launch.
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SUMMARY
Oracle Retail Xstore Point of Service is the store component of integrated suite.
Xstore combined with the MOM suite (Retail management System, Retail Price management and
Retail Sales Audit) provides a retail solution that delivers the base data for the store system,
combined with pricing, promotions and returns sales audit date.
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Xstore when combined with the Customer Engagement services delivers one of the foundation
pieces of any Commerce Anywhere journey. It is knowing and understanding how this customer
interacts across a business that enable the loyalty, promotions and targeting marketing to occur,
when this is combined with Order Broker for smart inventory decisions, an OMS for Order
management and a Commerce platform for online transaction, it creates the foundations of any
Commerce anywhere solution. Add to this warehouse and Store inventory support and the Oracle
Stores & Commerce solution demonstrates the full breadth of its capabilities.
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EXERCISE
1. Oracle’s Merchandise Operations Management full suite provides end-to-end coverage for key
business processes such as:
a. Item maintenance, retail pricing, deals management
b. Ordering, allocation, replenishment, importing
c. Sales auditing and invoice matching
d. All of the above
2. SIM can provide support for the enablement of operational customer order processes at the
store, with store personnel alerted as customer orders are sent to the store for pick up.
True/False
3. The ability to place the right offer, at the right time, to the right audience, elevates customer
satisfaction and maximize return on marketing investment is made possible thru:
a. Campaign and Deal Management Cloud Service
b. Loyalty and Awards Management Cloud Service
c. Gift Cards Management Cloud Service
d. Customer Management and Segmentation Cloud Service
4. Oracle Retail Customer Engagement Cloud Services is hosted in the Oracle Cloud and acquired
exclusively through a subscription service (SaaS) model. This shifts funding from a potential
capital investment in software and IT infrastructure to an operational expense. True/False
5. Oracle Retail XBRi Loss Prevention Cloud Service does not allow retailers to modify existing
reports or create new reports from scratch. True/False
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LESSON REVIEW
 The value of adding additional Oracle applications
 Xstore and Merchandising Operations Management
 Xstore and Store Inventory Management
 Xstore and Order Management System
 Xstore and Loss Prevention
 Xstore and Customer Engagement
 Xstore and Order Broker
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QUIZ
1. Which systems provide the base product & pricing data for an Xstore Point of Service
a. SIM
b. RMS
c. RPM
d. RPM & RMS
e. OROB
2. Which is the system of record for Customer information

a. OROB
b. SIM
c. ORCE
d. OROMS
3. Which systems combine to deliver the Omni channel journeys of order in store for home
delivery, order on line for store pickup
a. ORXPOS, OROB, OROMS,ORCE
b. ORXPOS, OROB ORCE,SIM
c. ORXPOS, RMS OROB ORCE
4. What different UI’s does Xstore provide

a. Retail
b. Mobile
c. Grocery
d. All the above
5. Does Xenvironment
a. Replace the Windows Explorer or Linux UI
b. Provide cash management support
c. Deliver promotions to the store
d. Make Xstore run faster
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4
Lesson
LESSON 4 – XSTORE SYSTEM & BUSINESS SCENARIOS

LESSON OBJECTIVES
 POS functionality
 Back Office functionality
 Mobile functionality
 Xstore Office functionality
 Inventory Management
 How to close a register & store
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POS FUNCTIONALITY
The sections below focused on the POS & Back office functionality are supported by the extensive
Xstore documentation, and this workbook is not designed to replace these. It is recommended that
candidates obtain copies of the all the Xstore documentation and reinforce the learning covered
within this boot camp by reviewing the sections touched on during this course.
FINDING YOUR WAY AROUND XSTORE

Basic Navigation
The following sections explain how to navigate with a touch‐screen or keyboard.
Virtual Keyboard
As space is becoming a premium, and technology has progressed, Xstore offers the ability to be
deployed with or without a physical keyboard. A virtual keyboard is always present on the POS
screen and can be manually invoked or automatically invoked when an input box requiring text is
presented on the screen.
The keyboard can be configured to deliver multiple layouts so that associates can work with the
keyboard that is most familiar to them. E.g. US English, French, Cyrillic.
Virtual Keyboard
Launch Virtual Keyboard Options include:

Swipe or tap the keyboard icon up to launch the keyboard
Tap a text field if configured to auto use
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Switch virtual keyboard layout
Data Entry Tap keyboard keys to enter information into a field
Close Virtual Keyboard Options include:

Swipe or tap the keyboard icon up to launch the keyboard
Tap anywhere outside of the keyboard
Touch-Screen Navigation
Xstore uses multi‐touch gesture navigation throughout to allow for full touch‐screen transactions.
Sale Screen Touch-Screen Navigation

The Sale screen contains the following touch components:
Sales Screen Touch-Screen Navigation
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1 Tap Customer Loyalty Banner If no customer is attached, Xstore invokes the
add‐customer process
2 Swipe Customer Loyalty Banner If a customer has been assigned to the transaction
Xstore opens the customer maintenance screen
3 Tap Bar Code Graphic Invokes the find item feature - Xstore Base is set to open
the item matrix
4 Tap Item ID Display item information
5 Tap item quantity Invokes the change quantity process - this displays the
numeric keypad
6 Swipe item From left to right prompts to void the item
7 Tap Unit Price Invokes the change price process - this displays the
numeric keypad
8 Tap Associate Area Invokes the change commissioned associate process
(with an item selected)
9 Tap Amount Due Invokes Add Tenders
Customer Maintenance Touch-Screen Navigation

The following touch‐screen components are available in the Customer Maintenance screen:
Contact Information Tab
Customer Maintenance Touch-Screen Navigation
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1 Tap Header Tap the Customer Header to return to the previous screen while in a
transaction
2 Swipe Form Swipe from left to right in the form area to open editing mode
Purchase History Tab Navigation
Purchase History Tab Touch-Screen Navigation
1 Swipe Transaction Detail Swipe from right to left in the Transaction Detail Header to
Header collapse the history display
2 Swipe Transaction Detail Swipe from left to right in the Transaction Detail Header to open
Header the history display
3 Tap Transaction Header Tap one Transaction Header to collapse the selected transaction
4 Tap Transaction Header Tap a collapsed Transaction Header to open the selected
transaction
5 Tap Item Tap a specific item and the INFO tab to display the item detail
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Status Bar
The Status Bar is a screen component that displays several sections containing store‐related
information. It is always visible from every Register screen and Back Office screen.
Urgency levels
Stoplight‐like color indicators convey urgency for the online, store, and register sections:
* Red = High Urgency
* Yellow = Medium Urgency
* Green = Low Urgency (Informational conditions)
Tap online/offline to view the database indicator:
Tap the store to open the store. To close the store, use the Back Office:
Swipe the store area to open the Dashboard:
Tap the register area to open the register and to close the register to use the Back office:
Tap the F1 help to open the help feature;
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Status Bar
1 Keyboard Icon For touch screen monitors this icon opens the keyboard
2 Area Locator This field indicates where you are within the system (i.e.
Sale, Return, etc.)
3 Signed in user This field identifies the user that is currently signed into Xstore
4 Database Status Green indicates the Datasources are online.
Indicator Yellow indicates at least one WAN Datasource is offline - the system is
using the local Datasource
Red indicates at least one LAN Datasource is offline - the system is
using the offline process set up for your store
Touch‐screen users tap the indicator to view the Datasource Status
5 Store Identifier This field identifies your store name and store number
Green indicates the store is open, Yellow or red indicates the
store is closed
6 Register This field identifies the register number - green indicates the register is
Identifier open and Red indicates the register is closed
7 Date This field displays the current register date

8 Time This field displays the current register time
If using a touch screen, swipe this field to clock‐in/clock‐out
9 ? F1 This icon is available from all screens. Clicking or touching this icon
opens the help feature
For further Navigation Instructions please read the Xstore User Guide
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STORE & REGISTER OPEN
There are two methods by which a store can be opened.
The first option is via the Back office menu.
1. At the register select the back office menu button from the ribbon at the bottom of the screen
or the associated function key
2. From the back office menu select the ‘Open/Close Options’ menu
3. From the menu select ‘Store Open’
4. If prompted enter the business date, verify the default date is shown correctly
5. The system may prompt any preconfigured messages and these will need to be
acknowledged to progress
6. If required enter the starting cash amount for the store bank
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7. The store should now be open and the central section of the register status bar should have
changed from red to green
8. You will now be prompted ’Do you want to open this register?’ If the user selects ‘No’ the
register is returned to the Open/Close Menu
9. Select ‘Yes’ to open the register
10. Depending on the configuration you may be prompted to perform an opening count - if not
the register is opened
The second option is to press the red central section on the status bar.
1. This will then prompt for a ‘user id’ and ‘password’, you will then be prompted with a ‘Do
you wish to open this store?’ message - select ‘yes’ to continue
2. If prompted enter the business date, verify the default date is shown correctly
3. The system may prompt any preconfigured messages and these will need to be
acknowledged to progress
4. If required enter the starting cash amount for the store bank
5. The store should now be open and the central section of the register status bar should have
changed from red to green
6. You will now be prompted ’Do you want to open this register?’ If the user selects ‘No’ the
register is returned to the Open/Close Menu
7. Select ‘Yes’ to open the register
8. Depending on the configuration you may be prompted to perform an opening count - If not
the register is opened

If an opening count is required, select the tender type to be counted, then select the count selected
button to display the tender groups count screen. Enter each value as required in the focus bar and
select ‘enter’, Xstore will highlight the next denomination in the list. Select next group until all
tenders are counted
Once all tenders and denominations are counted select the summary key to return to the count
summary screen, if the totals are correct select ‘done counting’.
If the starting cash amount for all currencies matches the system expected amount, Xstore may
(subject to configuration) prompt to verify the amount, select ‘yes’ and the register will open.
For more details see ‘Xstore Managers Guide’

CLOCK IN/ CLOCK OUT
Xstore provides functionality that enables the POS to function as a store time clock and provide staff
clock in and clock out details to the employee time card and through POS log for WFM or Payroll
systems to consume. If the system has been configured to utilize the clock in clock out features then
the following controls are available for completing the user clock in and out.
Swipe the clock area on the status bar will change the focus bar to the clock in prompt
The user enters their user id and password and then selects the relevant ‘Workforce Code’ and then
selects OK. The user is now clocked in.
Alternately the user can select the ‘Clock in/Out’ button on the menu ribbon or function key if
defined and the same prompts will be presented.
To ‘Clock Out’, the user selects the same process above but once ‘UserID’ and ‘password’ are entered
they will be presented with a choice of clock out or to change the work code. For example to clock
out for a meal break the user would change the work code to a predefined code entered in the list.

SALES SCENARIO 1 – BASIC SALE INCLUDING CUSTOMER
In this scenario we are going to login in to the register, select an associate to be assigned to the sale,
lookup and assign a customer to the transaction, and review the customer details.
We will then add some items to the basket and review the way in which an item can be added to the
sale. We will then cash tender this transaction through and end with reviewing the receipt options.
LOGGING IN TO XSTORE
At the register login screen, scan or key your employee ID number and press ‘Enter’ to continue.
The system prompts for your password. Type your password and press ’Enter’ to continue. For
security purposes, your password displays a row of asterisks.
If Clock in mode is enabled and the user had not already clocked in they will be prompted to clock in
and for the work code.
If biometric devices are deployed use the primary digit that was enrolled to access the system.
SELECTING A COMMISSIONED ASSOCIATE

If the store tracks the associates’ sales for commissions and sales goals, you may be prompted to
select a commissioned associate (or associates) to be linked to the items in a sale transaction.
Xstore awards commissions on a per-item basis, either automatically based on the associate(s)
selected at the start of a retail transaction, or by prompting for the commissioned associate (or
associates) each time an item is added to the transaction.
If prompted, add a commissioned associate to the sale transaction through one of two methods:

Select the sale associate(s) for this transaction from the list and press ‘Enter’.
Or Select the Select by Associate ID option to enter the associate’s ID and press ’Enter’.
The system adds the associate(s) to the sale transaction and displays the associates’ names on the
view port.

If your system prompts for the commissioned associate for each item, the associate’s name displays
below the line item in the View Port.

You also have the option to link an associate (or associates) to individual items in a sale transaction.
Your store policy determines the minimum and maximum number of commissioned associates
assigned to a transaction.
ASSOCIATING A CUSTOMER WITH A SALE

Depending upon your system's configuration, you may be prompted for customer information so
that a customer may be assigned to the transaction.
If a customer is not required for this transaction, select the ‘Skip’ option to continue with the sale
process.
Enter your search criteria and then select ‘Process’. If the customer has a loyalty card, you may
swipe it. You may also manually enter the customer’s number or name, loyalty number, house
account number, or enter other customer information in the Customer Search form and select
‘Process’ to continue.

Depending on the configuration of your system, if only one matching customer is found, the system
may display the customer record in Customer Maintenance. Verify that the information is correct,
and select the ‘Assign Customer to Tran’ option to associate the customer’s information to the sale in
progress and return to the Sale Screen.
If a list of matching customer records is found, select a customer from the list and choose one of
these options:
‘Select & Continue’ – Assigns the selected name to the sale transaction.
‘Select & View’ – Opens the selected customer record for viewing, editing, or printing.
Once you have finished viewing or editing the record, select ‘Assign Customer to Tran’ to associate
the customer’s information to the sale.
‘New’ – Displays a form for adding a new customer record to the customer database.
If the name you want is not listed, select the ‘Back’ option to return to the Customer Search form and
enter the customer’s full name or make additional entries in other searchable fields. Select ‘Process’
to search again.

The associated customer’s name is displayed on the Customer Loyalty Banner of the Register Screen.
As we have now added a customer to sale we are going to take a little time to look at the information
and options that are available focused on customers. If the Oracle Retail Customer Engagement
application is deployed then all of the following information is available subject to configuration.
A subset is available without a dedicated CRM system, the web services that support this
functionality are published so the screens and services could be utilized with other CRM systems if
they are field enabled.
From the sales screen you are able to either view and update the existing attached customer by
pressing the panel as below ‘1’ or deselect the attached customer by sliding your finger to the right
as ‘2’.

On Selecting option 1 a screen similar to the image below will be presented providing the initial
customer Contact information
This can be edited or simply reviewed. At the top of the screen there is a series of tables that on
selection present different information subject to system configuration and associated systems.
These tabs include the following:

CONTACT INFORMATION
This tab shows the customer name, address, phone and email information, contact preferences,
activity stream, and profile completeness progress bar. Your store may be configured to display
anniversary, birthday, and loyalty expiration messages.
GROUPS & PERSONAL

This tab lists any company-defined groups to which the customer belongs, and additional personal
identifying information (party number and birth date, customer attributes, etc.).

PURCHASE HISTORY
This tab shows a detailed sales transaction listing for the customer for the last 365 days. The
summary STATS view shows the last 365 days’ sales/returns totals and the lifetime-to-date
sales/returns totals.
CUSTOMER ACCOUNTS
The system’s configuration determines the kind of information displayed on this tab. If the system is
not configured for a loyalty program, this tab lists any of the customer’s special accounts such as
work order accounts, layaway accounts, pre-sale accounts, hold accounts, and send sale accounts.
However, if the system is configured to use a loyalty program, only the customer’s loyalty
information is displayed.

TASKS
The Tasks tab displays all tasks associated with the customer.
LOYALTY AND AWARDS

If you are using Customer Engagement, this tab displays loyalty award information. Loyalty values
are accumulated according to the rules for each individual program. Rules for assigning points and
awards are defined in Customer Engagement. Swiping or entering a loyalty card number during a
transaction records the customer’s participation in the program so that the loyalty values may be
adjusted in the system.

COMMENTS
The Comments tab shows any comments associated with this customer.
ADDRESSES
This tab shows multiple addresses for the customer, and provides the ability to add new addresses
as needed; for example, a work location or vacation home address.

HOUSE ACCOUNTS
This tab shows information about a customer’s House Account. This information is only available for
customers who have set up a valid house account.
WISH LISTS
If you are using Relate, this tab displays any items the customer has added to a personal wish list.
To exit back to the sales screen select ‘Back’ from the button ribbon or Esc from a keyboard

ENTERING ITEMS INTO THE SALE SCREEN
At the scan item prompt, scan or enter an item ID or UPC and press ‘Enter’ to process. Repeat as
needed per item.
When scanning items you do not need to press ‘Enter’
The system automatically looks up the price and displays the item information on the View Port.
Each scan or manual entry will add a new item to the View port along with any prices and or
promotions that are automatically applied. These will be discussed in detail in a later section.
Items can be added to the view port using a number of other methods dependent on the retailer’s
preferences. The first we will discuss is the Item Matrix
From the sales screen select the barcode icon on focus bar.

The Item Matrix screen at the Department Level shows the departments in your store.
Select the department where the item is located.
Continue drilling down through the merchandise hierarchy until you find the item you want to sell.
Select the item and it is added to the transaction.
Once the item is added to the transaction, the same item edit options that are available when you
add an item by scanning, entering an item Id, or adding an item from item lookup can be used to
modify the item as needed.
Select the breadcrumb at the top of the item matrix to navigate up the hierarchy

The second option is to use the Item tab if it has been configured within the POS system. The item
tab provides a quick pick option for items that may not have barcodes such as small items at the
Point of Service. The item tab offers a pictorial view of the items and is able to provide a drill down
approach to select items within a department or grouping.
To select an item, or to drill down touch the item in the tab. If the item selected is a group a further
tab opens containing the items in the group.
On selecting the item in this menu it will place the product into the sales screen along with price,
description etc. To navigate up a level select the home icon in the panel. All normal sales restrictions
and controls that may impact adding to an item to the sale are still applied such as age verification.

Having added items to the sale in a number of different ways and ensured we have assigned a
customer we then need to take payment for the items.
The tendering process requires that you select or enter two basic items of information:
 Form of payment (also called tender type—cash, check, credit card, etc.)
 Amount paid with that tender type
Depending upon the form of payment and your store’s policies, you may have to enter or select
additional information; for example:
 Credit card account number, CID number, and expiration date

 Additional tender types if the first tender type did not pay the total due
 Additional forms of customer ID (driver's license number, birth date, credit card number, or
other ID)
 Customer name
 Customer address
 Security approval for large sales or refunds
When you are ready to complete the transaction, you can press ‘Enter’ at the item prompt, or select
the ‘Add Tenders’ option to display a list of tender types. You can also swipe a credit card in a MSR
or in a signature capture device or if using a touch screen simply tap the amount due area.

A Charitable Donation prompt may display asking if the customer would like to make a charitable
donation. Select the appropriate answer.
At the tender list, use the up and down arrow keys to select the tender type and press ‘Enter’ to
continue, or select the number associated with the tender option.
At the tender amount prompt, enter the amount of the tender and press ‘Enter’ to continue.
Depending upon the tender type you selected, the tender amount prompt may default to the total
amount due for the sale transaction.

Split Tenders: You may enter a partial amount if the purchase is paid with more than one tender type.
After selecting a tender type, entering the amount and pressing [Enter], the system automatically
prompts for the remaining balance due and you may select any of the valid tender types.
Select one of the Quick Cash buttons.
A prompt may display asking if the sale is complete.
Your system may print receipts without prompting you to confirm that the sale is complete. In that
case, the system prints receipts as soon as the total of all tenders equals or exceeds the amount due.
If prompted, press ‘Y’ for Yes to complete the transaction. Press ‘N’ for No to return to the Sale
Tender screen.
The system prints receipts as required.
If your store issues email receipts, you may be prompted for more information after the sale is
tendered. Any receipts that have been set up for email delivery are generated as PDF documents and
sent to the customer’s email address as an email attachment. This email receipt process assumes the
customer has an active email address and has given permission to receive email from the store.

To print the receipt(s), select ‘Print Only’. All receipts are printed on the receipt printer and the
transaction is complete.
To email the receipt(s) to the customer, select ‘Email’ and continue.
If you chose to email the receipt(s), you are prompted for the customer’s email address:
 If no customer is associated with the sale, enter the customer’s email address.
 If a customer with an email address on file is associated with the sale, verify the customer’s
email address is correct as shown on the prompt. You can change the address if needed.
Select a receipt option:
To email the receipt(s) to this email address, select ‘Ok Email Only’ and the transaction is complete.
To both print the receipts and send an email copy to this email address, select ‘Ok Print & Email’ and
the transaction is complete.
If you decide not to send an email receipt, select ‘Cancel Email’ to return to the Sale Complete
prompt where you can choose to print the receipts.

SALES SCENARIO 2 – COMPLEX SALE & PRODUCT DETAILS
In this scenario we are going to extend the functions of scenario one to include a focus on the details
available for a product, look at adding multiple items to a sale and how promotions are executed
along with what we mean by best deal logic.
For this scenario, follow the steps in Scenario one until you have a sales screen, so login, select an
associate, and select a customer. You should now be in a screen similar to the one below:
We are going to use the product lookup functionality to find and add an item to the sale.
At the Register Sale screen, select the Find Item button from the Register Sale menu.
At the Item Finder menu, select Item Lookup.

The Item Lookup form displays:
Your store may be configured with advanced lookup options which provide the ability to specify
Custom Groups and Details to further define your search criteria.
Select the exclude box to not include an item in your search.
Enter your search criteria for an item: Item ID, Department, Sub-department, Class, Subclass, Style
ID, or Description. Press ‘Enter’ or ‘Tab’ to move between the fields.

After you have entered your search criteria, select ‘Process’ to continue.
If several items match the criteria you entered, use the up and down arrow keys to select an item
from the list and press ‘Enter’ to continue.
Xstore displays detailed information about the selected item with the Product Information tab
defaulted.

The Product Information tab is populated by data held in the store database and dependent on the
host interface providing base data, information may be available for all, or only some of the fields on
the screen.
The information is grouped into Merchandise Hierarchy Information, Vendor Information, Product
Attributes and Today’s sales. If an image is available this will be displayed along with an MSRP and
Sales tax values if relevant.
In a similar way to the Customer Information the screen provides a number of tabs associated with
the product and these are as follows:
Note at the top of the window the Item description, Item Id, Style, Color and size are all displayed
combined with current stock position.

INVENTORY STOCK
This tab provides details of the current stock ledger position and will show on hand, in transit and
on order as well as other inventory buckets that may be defined and associated
If the item that is being reviewed is part of a kit, the items that make up the kit will be listed in the
section:

If the item being reviewed is a serial number item then the serial numbers available for the product
are displayed on the right.
RELATED ITEMS
If the item selected is part of a style the list will identify all items that are part of that style group
along with Item id, Dimensions and current on hand stock. If there is a cross reference to an
alternate manufacturer this is listed in the top right hand box and if a substitute item has been
defined its details are displayed in the section at the bottom on the right.

STYLE GRID
If the selected item is part of a style the style grid provides a quick view of the inventory by color
and size for the store
The Price information tab provides a visibility to the price history of an item and any up and coming
pricing that is provided to the store. The screen enables a sales associate to determine if a price
change has occurred, when it occurred, and what the prior and current price points for the item are.

The Sales history tab provides details of the sale of the item over a period of time by week, and
shows a ‘total sales for the year’ value. The sales are also presented as a graph on the right hand side
for a quick view:
Additional functions at this screen may include the following:
Add Item - You can add the displayed item to the current sale in progress. This option is only
available if item lookup was accessed from a sale transaction.
Order Item - You can place an order for the displayed item. This option is only available for items
that can be ordered and if item lookup was accessed from a sale transaction.
Print Rain Check - If available, you can print a rain check to purchase out of stock items for the
same price at a later date.
Special Order - You can place a special order for the displayed item. This option is only available for
items that can be special ordered and if item lookup was accessed from a sale transaction.
Layaway Item - You can create a layaway account for the displayed item or place it on an existing
account. This option is only available for items that are eligible for layaways and if item lookup was
accessed from a sale transaction.

When finished viewing the item’s information, press ‘Esc’ to return to the Item Lookup form.
To exit the Item Lookup form, press ‘Esc’ to return to the Sale screen and continue the transaction.
Having reviewed the Product information we are now going to focus on the addition of items to a
sale and discuss how the promotions are calculated and what is meant by a best deal.
This information is an overview of deal pricing in Xstore and discusses what is meant by a deal in
Xstore terms. Please review ‘Xstore Deal Price Guide’ for in depth details
Deals are applied automatically once the criteria satisfying the deal are met, with no cashier action
required. (Discounts are different because the cashier must select and apply the appropriate
markdown.) Deal pricing is used to offer customers special, reduced prices on items or transactions
that meet certain rules.
Deals can be set up to change item prices or to provide merchandise bonuses. When changing item
prices, deals can be set up to take a %-off markdown, take a $-off markdown, or replace the
permanent price with a deal price. When the conditions of a deal rule are met, the award is applied
appropriately. These rules are defined in the database with individual database tables each
providing different information for a deal. However, not every deal requires information in every
table
Database information is downloaded as a flat file and loaded into the database by the DataLoader.
Deal pricing information is downloaded prior to the effective date of the deal so that the store has all
required deal information in its database by the time the deal is active.
Xstore considers a best deal as being the way in which the customer always gets the maximum
benefit possible when purchasing a number of items. It looks at combinations of items and
determines if multiple deals apply, which gives the best benefit to the customer for example if a
store has a promotion on jeans with a buy one get one free, but the free is restricted to the cheapest
item in the basket.
Pair 1 $40
Pair 2 $35
Pair 3 $20

Under best deal pricing we would review the price of each pair of jeans and select Pair 2 as the free
item, as the customer could elect to split the transaction into two and get them free as the cheapest
pair but would create two transactions. As this is inefficient for the store and time consuming we
calculate the best deal to favor the customer.
As we progress adding items to the sale basket you will note that the discounts and promotions may
change between items being added specifically when promotions offer a % or #$ off the value of the
basket or on items above a certain value. The promotions engine will review the basket as items are
added and ensure that they correct promotions have been triggered and applied appropriately
based on the rules. These may be that they can be executed once or multiple times, only apply to
certain products or categories etc.
For full details please see the ‘Xstore Deal Pricing Manual’

SALES SCENARIO 3 – SALE WITH MODIFIERS
In this scenario we are going to build on the previous two examples and look at how an item can be
modified during the transaction, which will include discounts, awards, gift receipts, price overrides
etc.
For this scenario, follow the steps in Scenario one until you have a sales screen, so login, select an
associate, and select a customer. You should now be in a screen similar to the one below:
Having added some items to a sale you may need to make a modification prior to tendering the sale
These could include:
ADDING A NON-MERCHANDISE ITEM TO THE SALE

At the Sale screen, select the ‘Sell Non-Merch’ option from the Sale menu to display the list of non-
merchandise items.

Use the up and down arrow keys to select an item from the list and press ‘Enter’ to continue.
If prompted, use the up and down arrow keys to select a non-merchandise item from the list and
press ‘Enter’ to add the item to the sale.
Depending upon your item choice, you may be prompted for additional information. If prompted,
enter the information as required and press ‘Enter’ to continue.

As you enter required information, Xstore adds the non-merchandise item to the sale and the non-
merchandise information is shown on the View Port.
MODIFYING LINE ITEMS IN A SALE

From the sale menu, select ‘Change Item’ to change or modify a line item (if you have proper
security).
The following options are available:
CHANGE THE ITEM QUANTITY

Large quantities of items can be quickly entered into the system by using the change quantity
function.
Once an item has been added to a sale transaction, the item information is displayed in the View Port
area. Select the ‘Change Item’ option from the Sale menu.

Touch-screen users tap the quantity area of an item
Select the ‘Change Quantity’ option from the Change Item menu.
If there are multiple items in the transaction, Xstore prompts you to select the item to be modified.
Select the item to be modified and press ‘Enter’ to display the Enter Quantity prompt.
Enter the new item quantity and press [Enter]. Xstore updates the item quantity and amount on the
View Port.
Check to be sure that the Enter Quantity prompt correctly identifies the item that you want to change.
Continue processing the transaction at the Sale screen.

CHANGE THE ITEM PRICE
Select the ‘Change Price’ option from the Change Item menu.
Touch-screen users tap the quantity area of an item
Select the item to be modified and press ‘Enter’.

When prompted, enter the new price for the item and press ‘Enter’ to continue.
Check to be sure that the item you selected is identified in the ‘Enter Price’ prompt.
If prompted, select a reason for the price change from the list and press ‘Enter’ to continue. Xstore
updates the item’s price on the View Port.

VOIDING AN ITEM
Once an item is entered and displays on the View Port it can be removed only by performing a line
void. The line void function removes the selected item from the sale transaction. This process also
applies to removing discounts and other line items from the sale.
Select the ‘Void Line’ option from the Change Item menu.
Select the item to be voided and press ‘Enter’
Touch-screen users: Completely swipe the item you wish to void from left to right. A void button
displays.
Tap the Void button to remove the line item.
To cancel the void, tap anywhere within the transaction screen, other than the void button. The void
button no longer displays.

If prompted, select the reason you are voiding the line item and press ‘Enter’ to continue. Xstore
removes the item from the View Port.
Your system may be set up to display voided line items with cross-through lines (as shown in the
figure here) rather than removing the item from the View Port.

CHANGING THE COMMISSIONED ASSOCIATE

The Change Associates function allows you to change the commissioned employee ID during a
transaction. This allows items sold by multiple sales associates to be rung up on the same receipt,
thereby giving credit for commissions and goal tracking to the appropriate associates.
Select the ‘Change Associates’ option from the Change Item menu.
Touch-screen users tap the associate area in the transaction View Port

Xstore displays a list of associates:
Use the up and down arrow keys to select the name of the commissioned associate and press the
‘Spacebar’ to add the associate(s) to the sale. Press ‘Enter’ to continue.

OR
Select the ‘Select by Associate ID’ option to scan or enter the commissioned associate’s ID and press
‘Enter’.
Depending upon your store policy, you may select or enter one or more commissioned associates to be
associated with the selected line item.
Press ‘Enter’ to return to the Sale screen and continue the transaction. The name of the newly-
applied commissioned associate(s) is associated with this item.
ADDING/EDITING A LINE ITEM COMMENT

Use the ‘Add/Edit Line Item Comments’ function to associate a comment with a specific item in a
transaction.
Select the ‘Add/Edit Line Item Comments’ option from the Change Item menu.

Xstore displays a comment form where you can type a new comment, or edit an existing comment to
be associated with the selected item. Type or edit a comment and press ‘Enter’ to continue.
If you are editing an existing comment, you must select the comment line on the View Port rather than
the item with which it is associated.
The system returns to the Sale screen and the comment is associated with the item.

CHANGE ITEM TAXES
Taxes can be modified for the entire transaction or for any individual item in the transaction. This
section provides information about changing the tax at the item level. Use the ‘Change Item’ option
to modify the tax status of just the selected item, for example, to change it from taxed to tax-exempt.
Select the ‘Change Item Tax’ option from the Change Item menu.
Select an option from the Item Tax menu:
 Change Item Tax Location

 Exempt Item Tax
 Change Item Tax Dollars
 Change Trans Tax Percent

CHANGING THE ITEM TAX LOCATION
Select the ‘Change Item Tax Location’ option from the Item Tax menu
Xstore prompts for the postal code of the new tax location. Enter the postal code and press ‘Enter’.
If prompted for a specific tax location, use the up and down arrow keys to select the tax location to
be modified and press ‘Enter’.
Xstore prompts you to select the reason for the tax location change. Use the up and down arrow keys
to select the reason and press ‘Enter’ to continue.
The system returns to the Sale screen.

EXEMPT ITEM TAX
Select the ‘Exempt Trans Tax’ option from the Transaction Tax menu.
Customer association is required:
 If a customer has not been associated with the sale, enter the customer information when
prompted
 If a customer is associated with the sale, but does not have a current tax exempt form on file
 If a customer is associated with the sale and has a current tax exempt form on file, you are
prompted to select the tax exempt identifier from the list of exemptions on file for this
customer
If prompted, select the reason for the tax exemption.
If the customer does not have a current tax exempt form on file, Xstore displays the Customer Tax
Exempt form. Enter the customer’s tax exempt information in all fields as required and select ‘Save
Changes’.

If the customer has at least one current tax exempt form on file, Xstore displays a list of the tax
exemptions on file for this customer.
Select a Tax Exemption from the list and press ‘Enter’ to apply the selected tax exemption to the
item.
OR

Select the ‘Select & View’ option to review the tax exemption details. You can edit the information
here as needed. You may make changes if the current information is incorrect. Select ‘Save Changes’.
The system applies the selected tax exemption to the item and returns to the Sale screen.
OR
Select the ‘New’ option to create a new tax exemption record for this customer.
When you have applied the tax exemption to the transaction, press ‘Esc’ to return to the Register
Options menu and press ‘Esc’ again to return to the Sale screen and continue processing the
transaction.
To confirm that the tax exemption has been applied to the transaction, the View Port displays the letter
“E” next to the item price.
CHANGE ITEM TAX DOLLARS

Select the ‘Change Trans Tax $’ option from the Transaction Tax menu
If applicable, Xstore displays a list of the current taxes on the transaction and prompts you to select
the tax to change. Use the up and down arrow keys to select the tax to change and press ‘Enter’.
Xstore prompts you to enter the new tax dollar amount. Enter the amount and press ‘Enter’ to
continue.
Depending upon your store policy, you may be prompted for a reason for the tax change. Use the up
and down arrow keys to select a reason for the tax change and press ‘Enter’.

Press ‘Esc’ to return to the Register Options menu. Press ‘Esc’ again to return to the Sale screen and
continue processing the transaction.
When the transaction is complete, the system prints receipts as required by your store policy. The
printed receipts show a “T” next to each item in the transaction indicating the tax has been modified
for all items.
CHANGE TRANS TAX PERCENT

Select the ‘Change Trans Tax %’ option from the Transaction Tax menu
Xstore prompts you to enter the new tax rate as a percentage. Enter the percentage and press ‘Enter’
to continue.
Depending upon your store policy, you may be prompted for a reason for the tax change. Use the up
and down arrow keys to select a reason for the tax change and press ‘Enter’.

Press ‘Esc’ to return to the Sale Options menu and press ‘Esc’ again to return to the Sale screen and
for all items.
CHANGING TRANSACTION TAXES

Use the ‘Change Transaction Tax’ option to modify the tax status of the entire transaction; for
example, from taxed to tax exempt or vice versa. After an item has been added to a sale transaction,
the item information is displayed in the View Port area. Select ‘Register Options’ from the Sale
screen menu.
Select the ‘Change Trans Tax’ option from the Register Options menu.
Select an option from the Transaction Tax menu:

 Change Transaction Tax Location
 Changing the Transaction to Tax Exempt
 Change Transaction Tax $
 Change Transaction Tax %
CHANGE TRANSACTION TAX LOCATION

Select the ‘Change Transaction Tax Location’ option from the Transaction Tax menu
Xstore prompts for the postal code of the new tax location. Enter the postal code and press ‘Enter’.
If prompted for a specific tax location, use the up and down arrow keys to select the tax location to
be modified and press ‘Enter’.
Xstore prompts you to select the reason for the tax location change. Use the up and down arrow keys
to select the reason and press ‘Enter’ to continue.

Press ‘Esc’ to return to the Sale Options menu. Press ‘Esc’ again to return to the Sale screen and
CHANGING THE TRANSACTION TO TAX EXEMPT

Select the ‘Exempt Trans Tax’ option from the Transaction Tax menu
Customer association is required:
 If a customer has not been associated with the sale, enter the customer information when
prompted.
 If a customer is associated with the sale, but does not have a current tax exempt form on file,
 If a customer is associated with the sale and has a current tax exempt form on file, you are
prompted to select the tax exempt identifier from the list of exemptions on file for this
customer.

If prompted, select the reason for the tax exemption.
If the customer does not have a current tax exempt form on file, Xstore displays the Customer Tax
Exempt form. Enter the customer’s tax exempt information in all fields as required and select ‘Save
Changes’.

If the customer has at least one current tax exempt form on file, Xstore displays a list of the tax
exemptions on file for this customer.
Select a Tax Exemption from the list and press [Enter] to apply the selected tax exemption to the
item.
OR

Select the ‘Select & View’ option to review the tax exemption details. You can edit the information
here as needed. You may make changes if the current information is incorrect. Select ‘Save Changes’.
The system applies the selected tax exemption to the item and returns to the Sale screen.
OR
Select the ‘New’ option to create a new tax exemption record for this customer.
When you have applied the tax exemption to the transaction, press ‘Esc’ to return to the Register
Options menu and press ‘Esc’ again to return to the Sale screen and continue processing the
transaction.
To confirm that the tax exemption has been applied to the transaction, the View Port displays the letter
“E” next to the item price.
CHANGE TRANSACTION TAX $

Select the ‘Change Trans Tax $’ option from the Transaction Tax menu
Xstore prompts you to enter the new tax dollar amount. Enter the amount and press ‘Enter’ to
continue
Depending upon your store policy, you may be prompted for a reason for the tax change.
Use the up and down arrow keys to select a reason for the tax change and press ‘Enter’.

Press ‘Esc’ to return to the Register Options menu. Press ‘Esc’ again to return to the Sale screen and
for all items.
CHANGE TRANSACTION TAX %

Select the ‘Change Trans Tax %’ option from the Transaction Tax menu
Xstore prompts you to enter the new tax rate as a percentage. Enter the percentage and press ‘Enter’
to continue.
Depending upon your store policy, you may be prompted for a reason for the tax change.

Use the up and down arrow keys to select a reason for the tax change and press ‘Enter’.
Press ‘Esc’ to return to the Sale Options menu and press ‘Esc’ again to return to the Sale screen and
for all items.
SUSPENDING/RESUMING A TRANSACTION
During the course of conducting a transaction you may need to temporarily cancel, or suspend, any
further processing until later the same day. You can do this by using the ‘Suspend’ option on the
Register Options menu before you have added any tenders to the transaction. When you are ready to
continue processing the transaction, use the ‘Resume’ option to complete it. Resuming a transaction
creates a new transaction number for it.
Suspending a Transaction
Select the ‘Suspend Transaction’ option at the Register Sale screen at any time before tendering.

The system may print a receipt for the suspended transaction. This receipt is clearly labeled as a
Suspended Transaction and can be used when the customer returns to continue with this
transaction. The barcode on the receipt may be scanned to resume the transaction.
After saving the information from the suspended transaction, the system returns to the Sale menu.
You can enter new transactions and perform other menu options.
RESUMING A TRANSACTION
When you are ready to continue processing a suspended transaction, select the ‘Resume
Transaction’ option at the Register Sale screen. The Resume Transaction menu option is available
before you add any items in a new transaction.
The system displays a list of transactions that are currently suspended.
Select the transaction you want to resume and press ‘Enter’ to continue
The system returns to the Sale screen and you may continue processing the resumed transaction.

If you have the customer’s Suspended Transaction receipt, you can scan the barcode to retrieve the
transaction from the database.
CANCELLING A SALE
At any time before a sale has been tendered you can cancel the entire sale.
During the sale, press ‘Esc’ until you have returned to the initial Sale screen. At the Register Sale
screen select ‘Cancel Sale’, or press ‘Esc’. Xstore prompts to confirm that you want to cancel the sale
if there are any items on the transaction.
Press ‘Y’ for Yes to verify that you want to cancel the current transaction
Your store policy may require that you select a reason for cancelling the transaction. If prompted,
use the up and down arrow keys to select a reason and press ‘Enter’ to continue.
Xstore is now ready to begin a new sale transaction.
GIFT RECEIPTS
Gift receipts can be issued at the end of a sale transaction for a completed sale transaction and also
from the Electronic Journal for eligible items in a transaction. Eligible items include regular sale
items, special order pickup items, and layaway pickup items.
You may select items for a gift receipt before a tender is selected or between tenders. Once the sale
is finalized, the gift receipt option is no longer available.

Gift receipts may also be printed when the transaction is complete by using the ‘Issue Gift Receipts’
menu option at the Electronic Journal. They may also be reprinted from the Register Login screen by
using the ‘Receipt Reprint’ Options.
During the sale transaction, select the ‘Gift Receipt’ option from the Register Sale menu.
Xstore displays a list of the items eligible for a gift receipt.
Use the up and down arrow keys to select an item. Press the ‘Spacebar’ to mark it for a gift receipt,
or select the ‘Select All’ option to print gift receipts for all listed items. You may select as many
individual items as necessary. Press ‘Enter’ to continue.
Items that have been selected for a gift receipt are identified by the Gift icon next to the item on the
View Port.

Continue processing the sale transaction as normal. After tendering, gift receipts are printed for the
designated items.
If you select 2 or more items for gift receipts, you may be prompted whether you want to print a single
gift receipt for all the items (No) or a separate gift receipt for each item (Yes). If supported by your
store policy, you may be prompted whether or not to group the gift items on a gift receipt

SALES SCENARIO 4 – SALE BY STYLE
In this scenario we will build again on the previous three but look up and review the processes
around the use of styles within the Xstore product.
For this scenario follow the steps in Scenario one until you have a sales screen, so login, select an
associate, and select a customer. You should now be in a screen similar to the one below
ABOUT ENTERING STYLE IDS

A style is an entry in the Item database that has properties such as size, color, and width. Multiple
regular items may be associated with a style ID. If you enter a Style ID, the system prompts for
additional information such as size, color, width, etc.
ABOUT SELLING KITS

When a Kit is added to a sale, the component items are automatically shown in rows below the
parent Kit line. Each component item in the Kit shows the quantity included in the Kit, along with the
component’s description. The component items that make up a Kit cannot be changed using the
change item function in Xstore; only the parent Kit can be changed using the change item function.
If not all kit components can be shown on the View Port due to limited space, the last component
row displays an ellipsis (...) to indicate there are additional items in the kit. However, the receipt
shows all items that are part of the kit.

ABOUT ATTACHED ITEMS
When an item with an associated attached item is added to a sale, you may be prompted whether or
not this additional item should be added to the sale.
If prompted, choose ‘Yes’ to add the item or choose ‘No’ if the customer does not want the additional
item.
If you are not prompted per your store policy, the item is added to the sale automatically.
Attached items are shown with the Link icon.
Note: If multiple attached items are available, you may be prompted with a list showing the items. If
prompted, select the items to be added and press [Enter] to add them to the transaction.

EXTENDED SALES OPTIONS
Xstore offers a number of extended sales options and within this scenario we will review these and
demonstrate some of the many options. For more information on the Extended sales options please
review the ‘Xstore Users Guide’.
SEND SALE
A send sale item is an item that must be shipped to a customer-specified offsite location after it is
purchased.
Send sales are similar to special orders and orders because each of these transaction types may
involve the direct shipment of a purchased item to a customer or third party. A send sale, however,
implies that the item is in the store’s saleable inventory when the purchase is made and is available
at the time of purchase.
Your system may be configured for one-step or two-step send sale processing.
In one-step processing you enter the ship-to address and select a shipping method (if required)
during the sale transaction, and no further action is required in Xstore once the transaction is
completed.
In two-step processing you enter the ship-to address and select a shipping method (if required)
during the sale transaction, just as performed in one-step processing. After the sale is completed, a
shipping document is created automatically and must be processed as a separate step in the Back
Office Shipping module.
LAYAWAY ORDER
A layaway item is a sale item that cannot be taken from a store when it is purchased because the
customer does not pay the entire cost of the item at that time. Instead, the store reserves the item
for the customer until the customer pays for the item in full.
Usually the customer is required to fully pay for the items in a layaway within a specified time
period. Once an item in a layaway has been fully paid, the customer takes possession of it from the
store.
A layaway account is a customer account that includes one or more layaway items. A layaway
account for which the customer does not pay the requisite amount within a given time frame is
considered delinquent; the items in the layaway are restocked as saleable inventory and any non-
refundable deposit or setup fees are kept by the store. Any refundable deposits or setup fees are
reserved for the customer.

SPECIAL ORDER
A Special Order transaction is typically performed when a customer wants to purchase an item that
is not currently available in the store. The item may be out of stock or unavailable for any reason. A
special order item may be any saleable item from the store’s inventory. Non-inventory items may
also be special-ordered if your store policy permits it.
When an item is out of stock, the customer cannot take possession of the item immediately, so the
store orders it from a vendor, warehouse, or another store. When the special order item arrives in
the store, it is shipped to the customer or the customer is notified to pick it up at the store.
The Special Order function includes the order-entry process for a special order item, entering the
related customer information, and processing any special fees that may be associated with the
special order.
WORKS ORDER
Work Orders are labor services requested by a customer and performed by the retailer or an
outside contractor. They may be further sub-classified as repairs or alterations. The system provides
Work Order tracking functionality that allows a retailer to take in merchandise from the customer
and associate it with a POS tracking record. The record identifies the product, its value, condition,
customer information, and the work to be done.
The kinds of work that are performed on a product are called Work Order tasks.
Repair service is typically found in retail environments that sell and service watches, athletic
equipment, and footwear. Repair services usually focus on the repairing, setting up, or fitting of
products for the retail customer. An example of a repair is fixing a flat tire at a bicycle shop. A setup
example is a Hot-Tub purchase in which installers are required to connect the filter and heating
systems.
Repairs may vary depending on the service being performed. For instance, a sporting goods outlet
may track the service associated with the sizing and drilling of a bowling ball as a repair service. The
similarities of this process and their actual repair activities allow retailers to utilize the same POS
function to perform multiple activities.
Alteration services are primarily found in clothing retail locations. Retailers provide an important
service by altering the garments that they sell to their customers. This service may be a billable
activity to the customer or it may be without cost. Some retailers extend this offer to non-customers
or even to customers who have a product for alteration that was not purchased through a particular
outlet; this is generally performed as a value-added service to loyal customers.

Tasks are the detail operations that are performed on a Work Order item and can be selected from a
list. The system also maintains a fixed rate of cost for the task, a description, and a free-form
comment field that may be used to describe the task to be performed. For example, a comment may
contain the specific text to engrave or embroider on an item.
WARRANTY
A warranty/service plan is a promise made by a manufacturer or seller to support a product after its
purchase. Typically, this involves the purchase of a contract that covers the costs of parts and service
on an item beyond the manufacturer's original warranty period.
Additional benefits may be offered during the manufacturer's warranty and throughout the entire
coverage period. A warranty/service plan may be offered to a customer during a sales transaction. It
may also be used to bring the customer back to the store when the plan includes an option for
periodic merchandise inspections.
Warranty/service plan specifications are defined and downloaded from the home office.
PRE-SALE
A Pre-Sale transaction is typically performed when a customer wants to purchase an item that is not
currently available for sale in the store. Pre-Sale transactions have the following requirements:
The transaction must be associated with a customer.
The transaction must be paid in full at setup.
Only items on file can be added to the transaction.
All Pre-Sale items must be picked up at the same time, partial pickups are not allowed.
Pre-Sale accounts cannot be canceled if the customer is not present.
HOLD
A Hold Account transaction is typically performed when customers plan to purchase merchandise,
but would like the store to hold the item(s) for a short period of time so they can return to the store
later to complete the purchase and pick up the reserved items. You must associate a customer with
the transaction to ensure they receive the reserved items once they return.

RETURNS
Having made a number of sales in the previous scenarios we will look at the returns process, and the
options and variations available to handle returns within a store.
Returns allow you to create transactions for returned merchandise and to associate the reason the
item was returned with the transaction. Xstore allows you to create return transactions both with
and without the original receipt.
Depending on your store policy, you may not be able to return merchandise purchased in another
country. If your store restricts cross-border returns, a message displays indicating that cross-
borders returns cannot be processed.
WITH ORIGINAL RECEIPT – VERIFIED RETURNS

If the customer has the original receipt, the system verifies that the receipt that accompanies the
return is found either on the local system or the home office system. When the original transaction is
found, the system displays the original sale information in the View Port. A return using the
customer’s original sale receipt to locate the transaction information stored in the database is a
verified return.
Scanning the barcode at the sale screen
At the Register Sale screen, scan the barcode on the customer’s original receipt. The system
recognizes that this is a sale receipt barcode rather than an item identifier. If the original transaction
is found in the database, the system immediately transitions to return mode and the original
transaction information is shown on the View Port.
If a customer record was associated with the original sale transaction, the customer’s record is
automatically associated with the return.
If a customer record was not associated with the original sale transaction, you may be prompted to
associate a customer record with the return transaction before continuing.
Or
At the Register Sale screen, select the ‘Return Item’ option from the Register Sale menu. Perform the
following steps to create a ‘verified’ return.

Depending upon your system's configuration, you may be prompted for customer information if a
customer has not been associated with the current transaction. Enter the customer’s information
and select the ‘Process’ option. When the customer information is found or added, the customer
record is associated with this transaction.

The system displays a prompt asking if the customer has the original receipt, original credit card, gift
receipt or serial number for the item. Press ‘Y’ for Yes.
The system displays a prompt asking for the original transaction information for the return item.
Scan the transaction barcode on the receipt, swipe the credit card, or manually enter the required
receipt information and select the ‘Process’ option to continue.

If your store accepts cross-channel returns (for example, items purchased on your website and returned
in your store), a field on the Original Transaction Return Information form displays where you can
enter the Web Order ID in order to perform a verified return.
The customer must present a shipping document to process the return. If the customer does not have
the shipping document for the web purchase, or the shipping document cannot be verified, you must
perform a blind or unverified return.
Freight, handling, or other delivery changes are not returnable.
If the customer used a credit card in the original purchase transaction and, you can swipe or enter the
credit card number (if field is available) and enter the Item ID to locate the original transaction. Your
payment system may only allow swiping of the card and not manual entry.
Xstore searches the database for the original transaction information.
If you swiped or entered the customer’s credit card number, enter or scan the item ID. If more than
one transaction is found, select the transaction from the Available Transactions list when prompted.

Xstore displays the original item information in the View Port
If you entered the receipt information, Xstore displays the original item information in the View
Port.
What happens if the original transaction is not found or is missing?

If the original receipt is not found in the database, this prompt displays.
Select ‘No’ to enter/scan the receipt information again.
Select ‘Yes’ to process the return as an unverified return.
If the original receipt is found in the database, but is missing any data required to process the return, a
message displays indicating the transaction must be processed as an unverified return.
With the original transaction information displayed, select the return item from the list and then
select either the ‘Return All’ or the ‘Return Selected Item(s)’ option. You can also scan or type the
item ID for the return item.

Depending upon your system’s configuration and the number of items in the transaction, you may be
prompted for the item quantity to be returned. If prompted, enter the quantity and press [Enter] to
continue.
If the return item is a Kit composed of multiple items, all items that make up the kit must be
returned. You may be prompted with a list showing all items that make up the Kit.

If prompted, choose ‘No’ if all component items are not available. The current return item entry is
cancelled and the system goes back to the return item prompt.
Choose ‘Yes’ to continue with the return process to return all component items from the Kit.
Xstore prompts for a reason for the return. Use the up and down arrow keys to select a reason for
the return and then press ‘Enter’.

Depending upon the return reason you chose, you may be prompted for additional information.
Enter the required information and press ‘Enter’ to continue.
Depending upon your store policy, you may be prompted with additional information about the
return transaction. If prompted, press ‘Enter’ to acknowledge the message.
Depending upon your return policy, certain items may be returned at a prorated value from their
original purchase price. If so, the amount refunded for these prorated items is determined by the
number of days between the original date of purchase and the date of return. For example, some store
return policies offer a full refund if the item is returned within 30 days. After 30 days, a reduced refund
(declining over time following the purchase date) is calculated automatically.
Xstore returns to the Register Return screen. Note that the return item quantity has been
decremented by the quantity returned. In the example below, the original purchase quantity was 1
and 1 item was returned: 1 - 1 = 0.

When all of the return items are selected, perform one of the following functions to complete the
process:
Select ‘Add Tenders’ or press [Enter] to tender the refund.
Select ‘Exit Return’ to return to the Register Sale screen to continue selling items.
Select ‘New Return’ if the customer would like to return additional items that do not appear on this
original receipt.
When the transaction is complete, the system prints receipts.
ENTERING RETURNS WITHOUT ORIGINAL RECEIPT

Blind Returns & Unverified Returns
A ’blind’ return is a return without a receipt. An ‘unverified’ return is a return where the customer
has a sale receipt, but it cannot be found in the database. These two return procedures are
essentially the same.
If the customer does not have the original receipt for the return item, or the customer’s receipt
cannot be verified, perform the following procedure to complete the return transaction.

At the Register Sale screen, select the ‘Return Item’ option from the Register Sale menu. Use the
following steps to perform a ‘blind (or unverified)’ return.
Depending upon your system's configuration, you may be prompted for customer information if a
customer has not been associated with the current transaction. Enter the customer’s information
and select the ‘Process’ option.

A prompt displays asking if the customer has the original receipt or a gift receipt for the
item. Press [N] for No.
Scan the item’s barcode, or enter the item ID manually and then press [Enter].
If prompted for the quantity, enter the item quantity and then press [Enter].
If prompted that the item was not found in the customer’s purchase history; select Yes to continue
with the blind return.

If the item is found in the customer’s purchase history, select a transaction from the list and press
[Enter] to create a verified return.
<OR>
Press [Esc] and continue with the blind return.
Use the up and down arrow keys to select a reason for the return and then press [Enter].

Depending upon the return reason you chose, you may be prompted for additional information as
shown in Figure 3-13 below. Enter the text of your comment and press [Enter] to continue.
Depending upon your system’s configuration:

 You may be prompted with additional information about the return transaction.
Press [Enter] to acknowledge the message.
 The price history window may display a list of previous promotional prices. Use the up and
down arrow keys to select the correct price for the return item and press [Enter] to continue.

A prompt may appear stating that a restocking fee has been added based on the item returned. This
amount is deducted from the amount of the refund. Press [Enter] to continue.
The lowest price for the item may display. To override the price, select Price Override. A manager
will need to enter an Employee ID and Password to override.

Xstore returns to the Register Return screen. When all return items have been entered,
perform one of the following functions to complete the process:

Select Add Tenders or press [Enter] to tender the refund.
Your store may have a blind return threshold. If the amount of the return exceeds this threshold, a Blind
Return Threshold Amount security prompt displays. A manager will need to enter an Employee ID and
Password to override.
If your store does not allow overrides, you will be unable to complete the return.
Select ‘Return Item’ if the customer would like to return additional items (for example, items that
appear on an original receipt).
Select ‘Change Item’ to modify an item. You may change quantity, change price, change tax, void line,
modify discount (if the item was discounted), or change the commissioned associate.

Select ‘Add Discount’ if the return item is on sale at the time it is returned. Then select a type of
discount from a list, and select the specific item that is discounted.
The discount you apply may be a percentage discount or a dollar amount discount.
This ultimately reduces the amount due to the customer when the return is tendered.
Select ‘Return Non-Merch’ to return a non-merchandise item.
Select ‘Item Lookup’ to find the Item ID for the return item.
RETURNING NON-MERCHANDISE ITEMS WITHOUT A RECEIPT

At the Register Sale screen, select the ‘Return Item’ option from the Register Sale menu. The system
prompts you to specify whether or not the customer has a receipt or serial number for the return
item.
Respond to the prompt by selecting ‘No’. After confirming that the customer does not have the
original receipt, select the ‘Return Non-Merchandise’ option from the Register Return screen.
Select the category of non-merchandise item to be returned from the list and press ‘Enter’ to
continue.

The options to return a gift card or a gift certificate may require a security login, depending on store
policy. To perform those two options, you must have the required security level. Enter your login ID
and password when prompted, and select ‘Process’.
Enter the appropriate information when prompted. For example the voucher ID for a Gift Certificate,
the Gift Card number for a gift card, or the item price. The prompts vary, depending on the item
selected.

You may be prompted to select a reason for returning the non-merchandise item. If so, select a
reason from the list and press ‘Enter’ or select ‘Ok’.
When all return items have been selected, choose one of the following functions to complete the
process:
Select ‘Add Tenders’ or press ‘Enter’ to tender the refund.
Select ‘Return Item’ if the customer would like to return additional items (for example, items that
appear on an original receipt).
Select ‘Return Non-Merch’ if the customer would like to return additional nonmerchandise items
(for example, non-merchandise items that appear on an original receipt).
Select ‘Change Item’ to modify an item: change quantity, change price, change tax, void line, modify
discount (if item was discounted), or change the commissioned associate.
Select ‘Add Discount’ if the non-merchandise return item is on sale at the time it is returned. You
must select a type of discount from a list, and then select the specific item that to be discounted. The
discount you apply may be a percentage discount or a dollar amount discount. This ultimately
reduces the amount due to the customer when the return is tendered.
ENTERING RETURNS WITHOUT ORIGINAL RECEIPT, USING THEIR HISTORY

If a customer does not have the original receipt, or the receipt cannot be verified, the return item
price may be determined from the customer’s purchase history, when available.
If the return item(s) can be found in the customer’s purchase history record, the transaction is
processed like a verified return.
If the item(s) cannot be found in the customer’s purchase history record, the transaction is
processed like a blind return
Perform the following steps to determine return item pricing using customer purchase history.
At the Register Sale screen, select the ‘Return Item’ option from the Register Sale menu. If a
customer has not been associated with the current transaction, enter the customer’s information
when prompted and select the ‘Process’ option. When prompted if the customer has the original
receipt or a gift receipt for the item, press ‘N’ for No.
At the item prompt, scan or enter the return item ID:

Item Found
If the item is found in the customer’s purchase history, the system lists the customer’s previous
transaction(s) that include the return item.
This Available Transaction list shows the following information for each transaction:
Date – The original transaction business date
Trans – The original transaction ID number
Qty Avail – The item quantity available for return from the original transaction
Trans Total – The original transaction total amount
To use the customer’s purchase history record for return pricing, select a transaction from the list
and press ‘Enter’.
To use Blind Return processing rather than selecting the item from the customer’s purchase history
record, select the ‘Continue Blind Return’ menu option.
Item Not Found

If the item is not found in the customer’s purchase history, the Item Not in Purchase History prompt
displays.

Select ’Yes’ to continue with a blind return. (This option may be controlled by security permissions.
If so, you may be prompted for a manager override to continue).
Select ‘No’ to cancel the return from customer’s purchase history process. The system returns to the
‘Scan or Enter the Return Item’ prompt in return mode.
Taxes for Return Items

Taxes for return items are determined by the original store number entered in the original Receipt
Information form.
If an original store number is not entered (because the customer does not have the original receipt), the
return store’s tax rate is used.

CUSTOMER ORDERS
We will review the different methods of taking a customer order, how these operate and the
different components that come into play.
Oracle Retail Order Broker is an optional module that can be interfaced with Xstore to provide
information about inventory availability across all sales channels.
Using this Order functionality, you can sell an item that is ‘not in stock’ at your store and the Order
Broker module automatically selects the best location to fulfill the customer’s order across the
enterprise.
There are multiple purchasing options available, such as same-store pickup, different store pickup,
and delivery to a customer-specified address. You can track and maintain the orders using the Back
Office Customer Maintenance function.
Order Broker orders cannot be set up with other transaction types. Once you add an item in a regular
sale or return transaction, you cannot set up a new order.
Message Bar Alerts
To view the message bar information here, you must have a touchscreen or a mouse. This additional
information is view-only.
Click the message bar to view information about new orders that require your attention.
New Order Statistics:

Total New Orders - The total number of new orders.
Ship Orders - The number of orders waiting to be shipped from this store.
Customer Pick Up Orders - The number of orders to be picked up in this store.
Items Awaiting Pick - The number of items that must be set aside for the orders.
Average Order Age - The average age of the orders awaiting fulfillment, in days and hours, or
minutes.
Oldest Order Age - The age of the oldest order awaiting fulfillment, in days and hours, or minutes.
Unfulfillable Orders - The number of items that cannot be filled. When an order is rejected, the
status becomes unfulfillable.
AVAILABLE OPTIONS FOR ORDERS

Pickup Other Store - If an item is not available in your store, use this option to find another
store location where the item is currently available. The customer can pick up the item from
that store once it is in a status of Ready for Pick Up. In this scenario, both order creation and
order fulfillment is being done by the Xstore system. Inventory comes out of the fulfilling store.
In Xstore, this order type is defined as Pickup.
Customer Delivery - If an item is not available in your store, use this option to have the item
shipped directly to the customer’s home (or specified address). Order creation is done by the
Xstore system. In this scenario, order fulfillment may be done by the Xstore system, or by an
external system. Inventory comes out of the fulfilling location. In Xstore, this order type is
defined as Delivery.
Pickup This Store - If an item is not available in your store, use this option to have the item
shipped to your store for pickup at a later time. In this scenario, order creation and order
fulfillment are both handled by the same Xstore store location. Inventory is sourced ou t of
another location and shipped to the Xstore location. In Xstore, this order type is defined as
Transfer Pickup.
Web/Phone Order (Fulfillment only) - If the customer uses another channel (for example,
web, call center, etc.) to create an order for pickup at a selected Xstore store location; your
store may be identified as the fulfilling location. In Xstore, this order type is defined as Web
Pickup.

Setting Up a New Order - A customer is required for Orders. You must assign a customer to
the transaction when you select the ‘Order’ menu option from ‘Extended Transactions’, if you
did not do so at the beginning of the transaction. To associate a customer with the order, select
‘Customer Options’, ‘Assign Customer’ options at the Sale screen.
If the customer is not in the database, the system displays a message indicating the customer was
not found. You must select the ‘New’ option to set up the customer before the order setup can
continue.
Searching for an Order
From the Sale screen, select ‘Extended Transaction’.
At the Extended Transaction menu, select the ‘Order’ option.
Based on whether or not a customer has been assigned determines Xstore behavior:
If a customer has been assigned then the system automatically searches the database to locate any
open order accounts for this customer.
If any orders are found, a notification prompt displays. Follow the instructions on the prompt to
continue with the transaction.
If no Locate order account is found, Xstore provides options to set up a new order ‘New’ or to
perform another search ‘Order Search’.

Select ‘New’ to set up a new Order.
OR
Select ‘Order Search’ to open the Order Search form to search for an existing order.
If a customer has not been associated with transactions then the system displays the ‘Order Search
Form’.
Enter search criteria and select ‘Process ‘to search for an existing order
OR
Select ‘New’ to enter customer information.
If multiple orders match the entered criteria, select the appropriate order from the list and press
‘Enter’ to continue.

Once a customer has been assigned to the order, continue with order setup processing
The first step is to select the order type

CUSTOMER DELIVERY
If an item is not available in your store, use this option to have the item shipped directly to the
customer’s home (or specified address). This order type is defined as Delivery type in Xstore
Complete the Customer Order form for delivery information and select ‘Process’. By default, the
form is populated with the customer’s address information, but may be changed. To ensure the
customer receives email notification about the order status, verify the email address is correct.
At the Order screen, scan or enter the item Id.
If you do not know the item number and cannot scan the item, use the ‘Item Lookup’ option to find
the item number.
If system records indicate the item is available in your store, you are prompted whether or not to
order the item anyway. Select ‘Yes’ at the prompt to continue with order processing, select ‘No’ to
return to sale mode and sell the item from your current inventory.
If the item is not on file, you are prompted with this message. Press [Enter] to close the message and
return to the Order screen. If the item cannot be located, you are prompted with this message. Press
[Enter] to close the message and return to the Order screen.
At the Locate Item results list, select the fulfilling location from the list of locations with the item
available. For delivery orders, the system automatically searches for fulfilling locations based on the
delivery address, and returns a list of valid locations. Information shown here includes the fulfilling
location name and address, the distance between the fulfilling location and the delivery address, and
the on hand quantity at the fulfilling location. If the quantity for a location is zero, the word "Drop

Ship" displays in the Quantity column. If the quantity for a location is less than the requested
quantity, the word “Backorder” displays in the Quantity column.
Press ‘Enter’ to continue.
Select the shipping delivery method from the Shipping Method options list and press ‘Enter’.
The item is added to the order and shown on the View Port along with the fulfilling (source) location
and delivery information.
When you are finished adding order items, select ‘Add Tenders’ or ‘Exit Order’ to tender and
complete the sale. Customer delivery orders must be paid in full.

PICKUP OTHER STORE
If an item is not available in your store, use this option to find another store location in which the
item is currently available. The other store reserves the item, and holds it until the customer picks it
up. This order type is defined as Pickup type in Xstore.

the item number.
return to the Order screen.
If the item cannot be located, you are prompted with this message. Press [Enter] to close the
message and return to the Order screen.
At the Locate Item form, enter the search criteria to find another store to fulfill the order and select
‘Process’. The default information shown here is based on the customer’s address, but can be
changed.

available. Information shown here includes the fulfilling location name and address, the distance
between the fulfilling location and the address specified in the search, and the on hand quantity at
the fulfilling location.
If the quantity for a location is zero, the word "Drop Ship" displays in the Quantity column. If the
quantity for a location is less than the requested quantity, the word “Backorder” displays in the
Quantity column.

The item is added to the order and shown on the View Port along with the location information:

When you are finished adding items, select ‘Complete Transaction’ or ‘Exit Order’.
At the prompt for the order deposit, enter the dollar amount (without a decimal point) that the
customer wants to apply to the order, and press ‘Enter’.
If you selected ‘Complete Transaction’ the system displays the tender list.
If you selected ‘Exit Order’ the system returns to Sale mode.
Tender the order using the normal tendering process.
PICKUP THIS STORE

If an item is not available in your store, use this option to have the item shipped to your store for
pickup at a later time. This order type is defined as Transfer Pickup type in Xstore.
the item number.

return to the Order screen.
If the item cannot be located, you are prompted with this message. Press [Enter] to close the
message and return to the Order screen.
available.
For pickup this store orders, the system automatically searches for fulfilling locations based on your
store address, and returns a list of valid locations. Information shown here includes the fulfilling
location name and address, the distance between the fulfilling location and your store, and the on
hand quantity at the fulfilling location.
If the quantity for a location is zero, the word "Drop Ship" displays in the Quantity column. If the
quantity for a location is less than the requested quantity, the word “Backorder” displays in the
Quantity column.

If your system is set up to specify a shipping method, select the shipping method from the list when
prompted and press [Enter]. The item is added to the order and shown on the View Port along with
the location information.
When you are finished adding items, select ‘Complete Transaction’ or ‘Exit Order’.
At the prompt for the order deposit, enter the dollar amount (without a decimal point) that the
customer wants to apply to the order, and press ‘Enter’.
If you selected ‘Complete Transaction’ the system displays the tender list.
If you selected ‘Exit Order’ the system returns to Sale mode.
Tender the order using the normal tendering process.
ORDER STATUS
For Order status information please refer to the ‘Xstore User Guide’
PICKING UP AN ORDER
If the customer had the order item(s) delivered to this store, use the following procedure to pick up
the item(s).
If you enter the customer’s information at the beginning of a sale and the customer’s order item has
been received at the store, a message may display indicating the order has been received and is ready
for pickup. Press [Enter] to acknowledge the message
From the Sale screen, select ‘Extended Transaction’. At the Extended Transaction menu, select the
‘Order’ option. Search and select the order you wish to pick up. At the order screen, select ‘Pickup
Items’ to pick up the items on the order.
Select each item from the Pickup Items list and press ‘Enter’, or select ‘Pickup All’ to select all items
at once.

The item status on the View Port changes from Received to Fulfilled indicating the item has been
picked up.

Select ‘Exit Order’ or ‘Add Tenders’ to complete the order:
Select ‘Exit Order’ to return to the sale screen where you can add regular sale items to the
transaction.
Select ‘Add Tenders’ to display the Tender list.

ADMIN FUNCTIONS
This section will look at the admin functions available to a sales associate subject to access privileges
and system configuration.
My Tasks
Task Management is a feature that encompasses tasks assigned to associates in a store for
completion as well as tasks that are customer-focused such as appointments. Tasks have workflows
associated with them so at any time a manager can easily see the current status of the task.
Associates with a Manager security level or higher can view the list of tasks for all employees, as well
as the store tasks. Associates with any security level below the Manager level can only view tasks
assigned to them or assigned to their group(s).
The My Tasks screen displays all tasks visible to you. The menu options available are based on the
task status and the associated workflow.
Manage Tills
Till options and maintenance functions are primarily related to the movement of money into and out
of a till (a cash drawer). Till options include Paid In and Paid Out, No Sale, Post Void, Foreign
Currency Maint., Tender Exchange, and Change Float. Several other till maintenance options deal
with the control and auditing of funds in the till. They include Cash Pickup, Cash Transfer, Till Audit,
and Mid-Day Deposit. Finally, the Lock Register option provides physical security for the till.
Paid In/Paid Out - A paid in transaction allows you to move funds into a till from non-sale sources.
A paid out transaction moves funds out of a till for non-refund purposes. The system’s configuration
controls which associates are allowed to move funds in or out of the till. It also specifies the list of
valid reasons that an associate can select when performing a paid in or paid out transaction. In
addition, the system’s configuration controls whether or not receipts are produced by these two
transaction types.
Tender Exchange - The Tender Exchange function permits an associate to exchange one form of
tender for another. The types of tender that may be exchanged and the threshold exchange amounts
are determined by your store policy.
Change Float - The Float is the total value of cash counted and removed from the till, but not
included in the bank deposit. This cash remains in circulation to be used the next time the till is
opened. This option can be used whenever you need to change the amount withheld from the bank
deposit, and can be adjusted per till. For example, you may want to change the float amount during
the holiday shopping season to plan for increased sale activity.

Cash Pickup - Cash Pickup is a till feature that allows an associate to take cash from a till so that the
amount does not exceed a specified threshold amount. The system may be configured to prompt for
an associate to make a cash pickup when the amount in the till is greater than the threshold amount.
Cash Transfer - (From Store bank to Till) Adding to cash to the register during the trading day.
Mid-Day Deposit - Mid-Day Deposit allows you to place funds into the store bank (safe) during the
course of a working session. This activity is not necessarily restricted to a specific time, and may be
performed as often as necessary.
Till Audit - Till Audit provides the capability to select a tender type, record its total current value,
and see if that value balances with the amount that the system shows for the same tender. The
system calculates and displays any difference (over/short) between the two amounts. A till audit
may be performed any time after the Beginning Count and before the Ending Count. The till does not
need to be removed after the audit is completed.
Till Accountability Mode - Some till options are available only if your system uses till
accountability, in which responsibility for a till is assigned to a specific cashier. This also allows
Xstore to support more than one cash drawer on a single register. Till assignment is done through
the Back Office Menu. Refer to the ‘Xstore Manager’s Guide’ for more information about all the
functions available in Till Accountability mode.
Foreign Currency - If permitted by your store’s policy, you can edit the currency exchange rate for
the foreign currencies that are accepted as tenders for sale transactions. Since some currency rates
fluctuate frequently, this feature allows you to edit the exchange rate as often as necessary.
Training Mode
Training Mode allows you to train new employees on the system—at both the POS Register and in
the Back Office—without being concerned that any live data may be impacted.
In Training Mode, store employees can simulate most of the functions provided by Xstore 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, etc., 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.
Balance Inquiries
Gift cards and store credit vouchers may be used as a tender until the total value of the account has
been used. Since the amount left on a card or voucher cannot be visibly seen, this function
electronically checks the account record and tells you the remaining value on the account. You can
also use Balance Inquiry to look up an encoded item’s price on a gift receipt.
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.

MISCELLANEOUS TRANSACTIONS
This section will review the remaining miscellaneous functions available to an associate.
Miscellaneous transactions are those activities that may not be directly related to a specific sale
transaction, but offer important and useful functions. Like sale transactions, these activities are also
logged by the system for accountability and reporting purposes.
View Your Timecard

At either Login Screen, select the ‘View Schedule & Time’ option.
Select the ‘View Timecard’ option.
Scan or enter your employee ID at the View Timecard
Employee ID prompt and press ‘Enter’.
At the View Timecard Employee Password prompt, type your password and press ‘Enter’ to
continue.
Your timecard entries for the current payroll week are displayed. This screen is view only; however
you can add a comment that will be linked to your timecard for this payroll week.
View/Print Your Work Schedule

Select the ‘View Schedule’ option.
Scan or enter your employee ID at the View Schedule Employee ID prompt and press ‘Enter’.
At the View Schedule Employee Password prompt, type your password and press ‘Enter’ to
continue.
The system displays the work schedule for the current payroll week.
The information shown here includes the hours and your work assignment for each day of the week
and the total number of hours and break time scheduled for the week.
With your schedule displayed, you have the following options here:
Select the ‘Previous Week’ option to view last week’s schedule.
Select the ‘Next Week’ option to view your work schedule for next week.

Select the ‘Schedule Dates’ option to view a specific week’s work schedule:
View Other Employee Schedules

Select the ‘View Scheduled Employees’ option.
Scan or enter your employee ID at the View Schedule Employee ID prompt and press ‘Enter’.
At the View Schedule Employee Password prompt, type your password and press ‘Enter’ to
continue.
The system displays a list of associates scheduled to work on this day.
The information shown here includes each associate’s name, work code, and the scheduled shift
hours.
To view the employees scheduled to work tomorrow and on future dates, select the ‘Next Day’
option. To View the employees that were scheduled to work yesterday and previous days, select the
‘Previous Day’ option.
House Account Payment

This function allows you to accept a customer payment that is applied toward the balance owed by a
customer. The tender types that are acceptable for payment are defined in your system’s
configuration. House Account payments may be included as part of a regular register sale or as the
sole item (payment) in a sale.
Post Void
Performing a Post Void transaction changes the status of a sale transaction to Void. All records in the
system are reset as if they had never occurred during the original transaction. For example, a post
void adjusts the tender totals for the till involved in the transaction. A transaction may be post
voided only on the day it is created. Post Voids may be performed on a different register from the
one where the original transaction was executed.
Certain kinds of sale transactions may involve extended transactions that occur outside the system.
For example, special orders, work orders and layaways are extended transactions. Although the
system checks for such conditions when a post void is executed, some aspects of the transaction may
need to be reversed by an additional transaction such as a return. If the system detects an extended
transaction, you are prompted about whether or not you want to continue the post void process.

A Post Void transaction may be performed from the Register or from the Back Office, depending
upon your system’s configuration and store policy. In the Back Office it is available on the Main
Menu and also from the Electronic Journal.
No Sale
Use the ‘No Sale’ option to open the cash drawer for a reason other than a normal sale transaction.
At the Register Login screen, select ‘Manage Tills’ and log in to display the Manage Tills menu, and
then select ‘Till Options’ --> ‘No Sale’. Or, at the Sale screen, select ‘Register Options’ --> ‘Till Options’
-->’No Sale’.
Lock/Unlock Register
Your system may be configured to automatically log out an associate after a specified period of time
if there is no system activity. However, you may need to temporarily leave a register before that
occurs. In that case, you can lock the register to prevent another person from using the system while
you are away.
Gift Registry
The Gift Registry feature is a tool to assist the customer in purchasing gifts for someone registered.
Items in a sale transaction can be associated to a registry, additionally; gift registries can be set up
and maintained in the system from the Back Office. Gift Registry is available if you are using
Customer Engagement. The following can be done in the Register mode of Xstore:
To sell an item off of a gift registry, you must first assign the gift registry to the sale or order. Gift
registry sales can be added to special orders as well as Locate Orders.
Flash Sales
From the register you can view the Flash Sales Summary Report which provides an instant snapshot
of sales at the moment that you select it. The report displays data in a column format as well as in
graphic format with bar charts and pie charts. You can set the date parameters that are used to
select the data included in the report, and to specify whether or not zero values are suppressed and
whether or not the charts are shown. The report may be viewed online and printed immediately, or
saved so that it may be viewed later. Saved reports may be preserved with the original selection
parameters or with the original data.
Additional Flash Sales reports are accessible from the Back Office Reports Menu.

BACK OFFICE FUNCTIONALITY
FINDING YOUR WAY AROUND BACK OFFICE
Most Manager tasks are performed using Xstore’s Back Office features.
The bread crumbs keep track of your steps throughout the Back Office menus. When you first enter
the Back Office menu, the bread crumb area contains Main Menu.
Back Office functions are available from the Main Menu that is displayed when you log in to the Back
Office. Some functions on the list may not be available to all employees.
Individual access is based on menu configuration. Security may be different for each employee,
employee group, or register group.
There are several ways to select a menu item:
Type the corresponding number from your keyboard or virtual keyboard.
‘Touch Screen’ users can tap the menu option.
If there is a long list of options, up and down arrow keys display. Touch-screen users press these
arrows to navigate the list. Keyboard users press the keyboard arrows to move the menu list.
Customer Maintenance & Accounts

Customer Maintenance includes activities related to entering a new customer into the customer
database, updating customer information, and viewing or printing customer information. Customer
Maintenance is typically initiated when an employee performs a register transaction and discovers
that the customer’s name is not in the database and must be entered for the first time. Customer
maintenance is also required when customer information is found to be incorrect and must be
changed, or when it is incomplete and additional data must be entered.
The Customer Maintenance screens are essentially the same whether accessed through the Back
Office or through the register.
Till & Safe Management

There are two types of till management: Register Accountability and Till Accountability. Register
Accountability is the default system mode and is used unless the system is configured to use Till
Accountability.
Register Accountability: A till is assigned to a ‘register’ and can be used by any cashier that uses the
register. The first associate who signs on to the register is responsible for opening the till. The

associate is then required to count the drawer. This process assigns the drawer to the current
register. Depending upon your store policy, the cashier enters the total amount of cash in the till, or
enters the quantity of each cash denomination. If a float amount (a configurable value) has been left
in the till, the system calculates the difference between the float amount and the actual opening
amount entered, and if there is a difference, allows the cashier to recount the till or accept the new
amount.
Till Accountability: A till is assigned to a ‘specific’ cashier. The assigned till can be attached to any
register the cashier may work on during the day. The cashier must count the assigned till and then
attach the till to a cash drawer/register before ringing transactions. The system can be configured to
allow the cashier to enter a total amount counted, or to count by denomination. For denomination
counts, the cashier counts and enters each denomination separately and each count is saved into the
system.
At the end of the cashier's shift, the cashier must count and return the assigned till to the cash
management office for reconciliation. This process transfers responsibility for the assigned till back
to the cash manager.
Till Accountability also allows Dual Cash Drawer functionality, in which one register can use two
separate cash drawers. This allows two cashiers to share a single POS register while keeping their
tills separate.
Employee Management
Xstore maintains various kinds of information about store associates. Associates who have the
proper security privileges may add, view, update, terminate, and void an employee record. The
employee maintenance screen is organized into five categories, each one accessible by selecting an
on-screen tab. The tabs are named General, Human Resources (HR), Security, Fingerprint, and
Comment. The Employee Maintenance Menu also provides additional functions including an
Employee Productivity Report, the ability to borrow an employee from another store in the
organization, and an employee payroll advance function.

INVENTORY MANAGEMENT
Xstore provides several functions to help you maintain your store’s inventory through shipping,
receiving, and counts. 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.
Receiving
The Receiving functions in Xstore allow you to process a shipment that has arrived and record
actions performed on it. The receiving Xstore options allow you to document merchandise that has
been shipped to the store from the home office or distribution center and is accompanied by an
advanced shipping notice (ASN) in a Receiving Document.
Although Receiving Documents are usually downloaded from the home office, you can also create a
Receiving Document in your store. A variety of shipment types may be received. They include
shipments such as special orders, work orders, orders, vendor shipments, store transfers, and
inventory replenishments. After a shipment arrives, you can count items, add comments, change
quantities, add cartons, and ultimately, close the receiving document. When the receiving document
is closed, inventory is updated.
Each Receiving Document has an identifying number for the entire shipment. Each carton belonging
to the shipment also has an identifying number. The Receiving Document and carton numbers
usually appear on a label or shipping document affixed to each carton. A detailed list of the items in
each carton is also sent.
You can also view and print a Receiving Exception Report.
All receiving functions are accessed from the Back Office Menu.
Shipping
The shipping function provides the ability to record the transfer of physical inventory to another
store, vendor, warehouse, or customer. It also includes the creation of documents such as packing
slips and shipping labels that are related to the transfer, and provides the ability to search for a
shipping document in order to edit or view it.
Some transaction types, such as work order repairs, may automatically generate shipping
documents at the point of sale. They can be processed using the shipping function in the Back Office.
You can also view and print a Shipping Exception Report.
All shipping functions can be accessed from the Back Office Menu.

Inventory Replenishment
The Inventory Replenishment function in Xstore allows stores to review suggested inventory orders
that the Home Office has created for them. The store can then approve and/or edit the suggested
orders and submit them to the Vendor.
This feature also gives stores the ability to create their own Inventory Replenishment orders.
Physical Inventory Counting

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 occurs 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.
The inventory process allows you to enter item inventory counts and make adjustments to the
inventory quantity of items. The Xstore Physical Inventory function allows you to accurately and
efficiently count on-hand merchandise. After a count takes place, the local inventory is updated and
accurate counts are posted to the home office. Physical Inventory can be conducted through the
register system.
Real-time inventory is adjusted automatically during normal POS activity. This normal activity
includes—but is not limited to—sales, returns, shipping, and receiving of physical, saleable store
merchandise. Real-time inventory does not require any additional interaction by the user during
normal transaction processing.
The physical inventory method uses counting as the means by which store personnel manually
count merchandise items in the retail store. A store associate performs the count, and then enters
the count values into the system where they are stored. The system applies the adjustments to each
item’s inventory.
Xstore provides three different types of inventory counts to meet your specific requirements:
Physical Count: Counting all in-stock items.
To perform a physical count, a layout must be set up for the store using the Store Layout
functionality. Multiple count sheets are created to allow several associates to count different
sections of the store. Additional cycles of counting can be performed if there are variances from the
expected values and from previous counts.
Cycle Count: Counting a subset of the entire stock.

Only one count sheet is used for a Cycle Count, although additional cycles of counting can be
performed if there are variances from the expected values and from previous counts
Supply Count: Counting internally-used supplies, rather than saleable items.
This count type is similar to a Cycle Count; however, it automatically populates the count sheet with
all supply items defined for your store.
See ‘Receiving Shipping Inventory Guide’ for further details
Location Based Inventory Functions

Location based inventory tracks all merchandise items that leave or enter the store by associating all
items with a specific inventory location. This type of merchandise tracking creates an audit trail
record that tracks an item from the time it enters the store until the time it leaves.
Item Movement
The store assigns and adds received items to a specific inventory location. Then, when the item is
removed from the initial inventory location, it is transferred to another inventory location, or leaves
the store as the result of a sale transaction, or is shipped out as an inventory transaction, or is
adjusted as part of an inventory adjustment transaction.
These item movements are tracked through Location IDs and Bucket IDs that are used to track the
physical location and the current status of each item in inventory.
Reports
Xstore provides a wide variety of reports to help you monitor and analyze your store’s operations
and sales. All reports are available in the Back Office module and are grouped by function.
Reports are available grouped as below
 Store Accounting Reports

 Sales Analysis Reports
 Layaway Reports
 Daily Sales Reports
 Product Oriented Reports
 Inventory Reports
 Order Tracking Reports
 Labor Management Reports
 Customer Reports
 Store Locations Reports

 Gift Registry Reports
 Wish List Reports
 Pick list
 Airport Reports
For full details on the Xstore reports please review ‘Xstore Reports Guide’
TRAINING MODE
Training Mode allows you to train new employees on the system—at both the POS Register and in
the Back Office—without being concerned that any live data may be impacted.
In Training Mode, store employees can simulate most of the functions provided by Xstore 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, etc., 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.

MOBILE FUNCTIONALITY
INTRODUCTION
Xstore Mobile is a mobile point-of-sale (POS) extension of the Xstore register software. Using Xstore
Mobile, many of the actions that employees normally performed on a register can now be performed
out on the sales floor.
SALES INCLUDING CUSTOMER

The Sale option in Xstore Mobile provides users with the ability to perform sale transactions. To
begin a sale transaction, select the ‘Sale’ option on the Main Menu of Xstore Mobile.
You will be prompted to enter employee ID and password to continue, as with Xstore you will be
asked to select an Associate to assign to the transaction
Either select from the presented list or enter the Associate ID and select ‘OK’
If the mobile device is configured to assign a customer, you will be presented with the ‘Customer
Search’ screen. Enter information into the relevant filed and select ‘Process’. You will be presented
with a list of customers that meet the search criteria. High light the customer you wish to use and
select’ Continue or select ‘New’ if you wish to add a new customer at this point.
You should now be at the main view port with the customer selected visible in the upper section.
To add a product to a sale
Either scan the item using the barcode scanner in/on the device or enter an item ID.
If the item is age restricted you will be required to input the date of birth before the item is added to
the sale.
To tender a transaction select the amount due and then the tender type and follow the process step
by step through the tendering process. This may vary by payment provider.
SALES & MODIFIERS

To adjust an item that has been added to the transaction, select the item in the item list and a new
screen providing the available options will be presented.
Options include:
 Change Quantity
 Change Price

 Add item discount
 Change item Tax
 Void Line
Select and adjust the item as required.
Select back to return to the transaction.
The context menu is accessed by selected the three horizontal bar icon in the top right of the screen
and offers the extended transaction functions available within the Xstore Mobile application.
Options include:
 Add Discount
o Transaction discount
o Group Discount
o Award Discount
o Each discount will offer a predefined list of available options and may request a
reason code. If the discount is not fixed enter the amount or percentage as prompted,
then ‘OK’
 Gift Receipt
 Customer Options
o Assign
o Remove
o View
 Item Lookup
o Search criteria as per Xstore.
o Add Item to Transaction
 Register Options
o Balance Enquiry
 Gift Card Balance
 Store Card Balance
 Loyalty Balance
 Gift Receipt Inquiry
o Change Item Tax
 Change Transaction Tax Location
 Exempt Trans Tax
 Change Trans Tax $
 Change Trans Tax %

o Add Coupon
o Redeem Rain check
 Suspend/ Resume Transaction
ITEM LOOKUP
INVENTORY FUNCTIONALITY
Xstore mobile supports the following Inventory activities as per Xstore.
Receiving
Inventory receiving can be performed through Xstore Mobile. Through a handheld device, you can
create a receiving document, open a receiving document, scan in items, and scan items directly into
Xstore’s inventory
Shipping
Inventory shipping can be performed through Xstore Mobile. Through a handheld device, you can
create a shipping document, open a shipping document, and scan items directly into a shipment.
Inventory Counts
Inventory counts can be performed using Xstore Mobile. Using a handheld device, you can create
cycle counts and supply counts, perform counts, and submit completed counts.
Inventory Adjustments
Inventory counts can be changed in Xstore Mobile using the inventory adjustment functionality.
Inventory adjustments are performed through the Inventory menu item.
Details of all Xstore Mobile functionality can be found in the ‘Xstore Mobile User Guide’

XSTORE OFFICE FUNCTIONALITY
INTRODUCTION
Xadmin is a web-based application used to administer corporate-based functions such as Xstore
configuration setup and maintenance, file management for the Xstore suite, viewing the electronic
journal, viewing store reports, monitoring Xstore versions in use at the store and register levels, and
monitoring alerts.
For full details on all the functions and options in Xadmin please refer to the ‘Xadmin User Guide’
Xadmin is a web-based application that you can access through an internet browser.
Open an internet browser.
Enter the server address in the Address field and press ‘Enter’.

ROLES, USERS & SECURITY
The User Roles and Users and Security Access features provide the ability to create security roles
and to grant privileges to users for one or more areas of Xadmin based on these roles.
Xadmin Areas Controlled by security
 Administration
 Configurator
 Data Manager
 Deployment Manager
 Home page
 Reports
 Support
Access to different areas of Xadmin is controlled by assigning security Roles to the users.
Once you have created Roles, you can grant user access to Xadmin by assigning a Role—and
its associated privileges—to the user.
PASSWORD OPTIONS
There are three options for creating passwords for new users and/or users that request a password
reset.
Manual Setup - Using this option, the administrator creates each password and then communicates
it to the user. When creating a new user, the Password text box must be populated with a password
that meets the standards set by other Xadmin password configurations defined in Xadmin Settings,
User Accounts section.
Static Passwords - Using this option, the administrator first sets up a static (universal) password
within Xadmin Settings for all new users, for example "A@23456". This static password will be
temporarily used by new Xadmin users, and users that have requested a password reset. A
Password text box is not needed on the Edit User page since a static password is used for all new
users. The Xadmin user will be prompted to change this password the first time he/she logs into the
system.
Auto-generated Password Via Algorithm - Using this option, the password is created
automatically for the user based on a predetermined algorithm. The algorithm contains aspects of
the user profile that can be communicated easily.
The algorithm currently used is as follows:

The first letter of the user's first name (upper case).
The first letter of the user's last name (lower case).
The @ symbol.
The month and year in which the user record is created (when the password is requested) in
MMYYYY format.
The Xadmin user will be prompted to change this password the first time he/she logs into the
system.
SYSTEM SETTINGS
The ‘System’ component has many features used to manage the Xadmin application itself, including
setting up the system configuration rules and paths, setting up the available locales within Xadmin,
viewing Xadmin version information, and setting up Xadmin users and user roles.
PROFILE MANAGEMENT
The goal of the Profile Management component of Configuration Manager is to define “Store
Personalities” for your organization. The Store Personalities allow you to easily maintain portions of
your configuration paths using a GUI format in Xadmin. Behind the scenes, these Store Personalities
are translated into the various configuration paths specified in configPath.properties.
Profile Management includes functions for creating and maintaining profile groups and elements for
stores and registers, creating and maintaining the personalities that determine the prioritized
profile elements for configuration overrides, and creating and maintaining the store landscapes used
for machine (register) configurations. After setting up this information, you can assign Store
Personalities to your stores.
A Personality is a grouping of at least one or many Profile Group and Element combinations in an
ordered list that work together to define a store. For example, using the Profile Groups and Elements
you set up previously (step 1 above), you can identify a personality as being "Canadian, Banner,
Outlet", in addition to another personality defined as "US, Banner, Flagship, Retail", and so on.
A Landscape is a collection of prioritized profile groups and elements for register specific
configuration overrides. When assigned to a store, the landscape determines the configurations that
are applicable to individual register numbers or ranges of register numbers (for example, “22 -
Managers Terminal”, “44 - Lead Register”, etc.).
The Profile Groups/Elements you create will be used to set up Personalities and
Landscapes.
The Personality/Landscape pairs will then be used to create a Store Personality

CONFIGURATOR
The Configurator component of Configuration Manager is used to create, maintain, and deploy
Xstore configuration changes selectively or globally across the entire organization. The logged-in
user is assumed to represent some tier of the organization. For this reason, the user’s assigned org
node hierarchy will determine the information he/she has access to.
The following areas can be configured in Configurator:
 Codes - Add, edit, and delete configurable codes.

 Discounts - Configure different types of discounts that may be manually applied during a sale
transaction.
 Reason Codes - Configure common reason codes.
 Menu Configuration - Add, remove and edit options on Xstore menus and tabs.
 Receipt Configuration - Configure common text, such as headers and footers, and change the
logo for your sales receipts.
 System Configuration - Configure behaviors/business rules for Xstore.
 Security - Configure Xstore security groups and the privileges that are associated with those
groups. This option applies to Global configurations only.
 Tenders - Configure the settings and data related to tenders.
 Customer Displays - Manage the text used on customer-facing displays.
Configurator is used to create, maintain, and deploy Xstore configuration changes selectively or
globally across the entire organization. Not all configuration options are available for all scopes. The
following configuration scopes are available:
 Global Configurations - Change or deploy the global configuration layer which is the
foundation for all locations.
 Configuration Overrides - Change or deploy configurations that will override the global layer
for specific locations (Profile Groups).
 Store Specific Overrides - Change or deploy configurations that will override the global layer
for specific stores.
Configuration Versioning
Xadmin creates and tracks version numbers for each set of configurations deployed via a profile
group and element, globally, or a store specific group.
When you create a new configuration set, it is given a version number of 1 (one) to start. The next
version number will be increased by one for that specific profile group to be used on the next set of
configurations.

When a deployment is scheduled for a profile group and element, the ProfileGroupId,
ProfileElementId and ConfigVersion are recorded in the manifest of the jar file that is produced. This
manifest is then used by Xstore to log the version information.
When Xstore starts up, it reads the ProfileGroupId, ProfileElementId and ConfigVersion from the
manifest of the jar file, and logs it in the ctl_event_log table.

DATA MANAGEMENT
Data Management is used to create, maintain, and deploy Xadmin data selectively or globally across
the entire organization. Data Management is also used to set up and maintain your organization
hierarchy and store collections, and to initiate the end-of-year process to post the required roll-up
data for stock valuation for all items and stores.
The logged-in user is assumed to represent some tier of the organization. For this reason, the user’s
assigned org node hierarchy will determine the data he/she has access to.
The following data can be configured in Data Management:
In Data Manager
 Merchandise & Non Merchandise Items

 Vendors
 Employee Records
 Exchange Rates
 Store Information
 Taxes
 Store Messages
 Employee Tasks
In Organization Hierarchy
 Organization Hierarchy Maintenance

 Organization Hierarchy Levels
 Store Collections
In Roll-up Stock Valuation
 Stock Valuation Year End Roll-up
DEPLOYMENT MANAGEMENT
Deployment Manager is used to upload files for deployment, create deployment plans for scheduling
updates, and track the status of configuration and file deployments.
The Deployment Process at a Glance
Xenvironment contacts Xcenter at a pre-defined interval, asking for any updates.

If updates are available, Xenvironment downloads the files specified by the manifest either
immediately or at store close.
Xenvironment then applies the files per the instructions in the manifest either immediately or at
store close.
The File Upload feature provides the ability to upload files from your local PC into Xadmin so the
files can be deployed to stores. A deployment is automatically scheduled based on the targeting
information in the file header. Xstore software updates, standard DataLoader files (.dat, .mnt, .reo,
.rep), Xstore .cip files, .zip files for JRE/JCE, .tar.gz files, and Xstore debit.txt files are supported for
upload.
The View Deployments feature provides both the ability to view detailed information about a
deployment and the ability to cancel a deployment before it has been deployed if it meets the
eligibility criteria. The current status of all deployments made from Xadmin can be tracked down to
the store level. You can view summary level data for each deployment, down to the status of
delivering and loading each update at each target store.
The Deployment Plans feature provides the ability to define phased Deployment Plans (i.e.
templates) that can be used to schedule Configurator updates or File Uploads to save time when
scheduling roll-outs.
The Automatic External File Delivery feature provides the ability to have any standard DataLoader
files (.dat, .mnt, .reo, .rep) left by any external system in a file drop directory so the files can be
deployed to stores.
ELECTRONIC JOURNAL
The Electronic Journal component is used to view transactional data from the Xcenter database in a
receipt format. The Xadmin Electronic Journal is similar to the Xstore POS Electronic Journal, and
provides the ability to search for and review transactional activity within your store hierarchy. This
application runs against the Xcenter database and provides visibility for transactions across all
stores.
The search capabilities allow you to quickly locate any transaction across the chain. You can view
the detail in a receipt format that mirrors the receipt generated at the store, including the
customer's signature (if captured). This feature is commonly used for credit dispute (chargeback)
resolution, as well as loss prevention investigation.

REPORTS
The Reports component is used to run and view Xstore reports against the Xcenter (central)
database.
Xadmin Reports provides a wide variety of reports to help you monitor and analyze a store's
operations and sales. The reports are grouped by functionality, similar to their configuration in base
Xstore POS reporting.
Xadmin reports can be output in the following file formats
 PDF – Portable Document Format

 HTML Hypertext Markup Language
 CSV Comma Separate Values
 XLS MS Excel
 XLSX MS Excel 2007 or Newer
 PPTX MS PowerPoint
 RTF Rich Text Format
 DOCX MS Word
SUPPORT TOOLS
The Support Tools component allows you to view issues taking place at the store level, and to set up
email alerts to be sent to the appropriate personnel when any issues occur.
The Alert Console shows logged events for replication errors, connectivity errors, application errors,
hardware errors, update errors, and version errors. Using Alert Settings it is also possible to
customize the alert severity threshold level values for your organization, providing the ability to set
your organization's tolerance levels for the various alert events.
The Deployed Xstore Versions support tool allows you to view the Xstore versions deployed
throughout your organization, in a pie chart view. You can quickly see the number of stores running
each version of Xstore, and to get additional store-level information.
The Publish POSLog Data support tool provides the ability to compile the POSLog data from within
Xcenter and save it as a file to a specified location, or to rebroadcast the POSLog data to specified
broadcasters in order to post to a 3rd party system (Relate, Serenade, XBR, etc.) through platform
independent technologies such as Web services. This allows you to manage this information
centrally, without having to connect remotely to stores.

The Replication Status support tool provides the ability to view and act on replication errors.
Replication is the process used to copy and distribute data from one database to another, and to
synchronize between the databases to maintain consistency.
REGISTER & STORE CLOSE

Close Register
The register close process can be performed by store managers or associates who have the proper
security privileges. A register close can be completed any time during the business day.
This process is highly configurable and your process may be different than the instructions below.
Every effort has been made to include notes or examples of additional steps that may be configured
for your store.
From the register to be closed, select the ‘Back Office’ option on the menu. Follow any prompts to
log in to the Back Office as required.
At the Back Office Main Menu, use the up and down arrow keys to select ‘Open/Close Options’ and
press ‘Enter’, or press the number associated with the menu option on the keyboard.
Xstore displays the Open/Close Options menu. Select the ‘Register Close’ option and press ‘Enter’, or
press the number associated with the menu option on the keyboard
Xstore displays a confirmation prompt: Do you want to close this register? Press ‘Y’ to close the
register.
The cash drawer opens and Xstore displays the Close Count Summary screen. Each count group
(tender type) is counted individually. Specific groups require additional information as determined
by the home office. Select the tender type to be counted and then select the Count Selected option to
display the tender group’s count screen.

Enter each value as required in the focus bar and press ‘Enter’. The tender type you select and your
system’s configuration determine the type of count you must perform.
The following table shows Xstore base examples.

Cash
The focus bar prompts to enter the Count for each denomination. In the example below, the Fifty
dollar denomination is being counted.
Once [Enter] is pressed, the system highlights the next denomination in the count. The amount is
calculated based on the quantity entered and displays a running total at the bottom of the screen.

Credit Card
The focus bar prompts to enter the Count and then the Amount.

Checks
The focus bar prompts to enter the Serial # and then the Amount. The system calculates the amount
based on the quantity entered and displays a running total at the bottom of the screen.
Select Next Group to display the next count screen.
Repeat until all tenders are counted. Select Summary to return to the Count Summary screen.
Review the amounts. If the totals are correct, select the Done Counting button.
If the till is in balance, a confirmation message displays. Press [Enter] to continue the register close.
If any tenders are out of balance—your counts do not match the system expected amounts—Xstore
displays a list of tenders that are out of balance.
Select Yes to accept your counted amounts. If prompted, select a reason for the count discrepancy
and/or type a comment about the discrepancy.
OR
Select No to recount any tenders as needed. Xstore re-displays the Close Count screen where you
can make your changes as needed.

Depending upon your system’s configuration, you may be prompted with the suggested deposit
amount.
Select ‘Accept Deposit’ to confirm the amount to be deposited
Select ‘Change Deposit’ to enter an amount to be deposited:
You are prompted to enter the amount to be deposited.
Enter the amount and press ‘Enter’ to continue the register close.
The system may be configured to print a Closed Count receipt and a Register Closed Receipt.
Close the cash drawer and the system closes the register.
Store Close
During the store close process, the system automatically finds and lists any suspended transactions
that were not resumed during the business day. The associate performing the store close can either
cancel the store close process at this point, or allow Xstore to automatically cancel all listed
transactions and continue with the store close.
In addition, the system may also list any pending orders that require attention. The associate
performing the store close can either cancel the store close process, or allow Xstore to continue with
the store close. The pending orders retain the same status and are not changed in any way by this
notification prompt.
When the store is closed, the Store Indicator may be yellow or red, depending upon your system
configuration, and the Register Indicator is red. An exception may occur if the register is being
closed remotely. In that case, the Register Indicator is yellow while the processes are occurring, but
it becomes red when it is completely closed.
You cannot log in to the register until the store is opened. If you try to log in before opening the
store, the system prompts you that you cannot continue until the store is opened.

EXERCISE
1. From the Back Office open the store and open a register.
2. Clock In using any work code.
3. Login to the register, assign a commissioned associate, attach a customer and add2 items to the
transaction, tender the transaction using cash, and email the receipt. In a new transaction return
one of the items.
4. Begin a new sales transaction by logging in, select an associate, attach a customer and add one
item found during an item lookup and print out a rain check for that item.
5. Login, select an associate, select a customer, add a gift card to the transaction (this is a non-
merchandise item). Change the gift card quantity to two. Now add three new, different items to
the transaction. Void one of the items, add a line item comment to the second item and change
the tax percent on this item, and make the third item tax exempt. Change the commissioned
associate. Suspend this transaction and then resume it. Now cancel this sale altogether.
6. Under the Extended Transaction function key create a send sale to a new customer shipping via
UPS Next Day Air.
7. Create a layaway with 5 payment periods and complete the transaction. Begin a new transaction
and make a layaway payment on the layaway you just created.
8. Create a special order that will be shipped to the store, enter a shipping date 10 days from today
and take a deposit for the order.
9. Set up a new work order for an item with no receipt. Select any work order category and
complete the transaction.
10. Go to the Back Office and view a time card. This can be found by selecting View Schedule and
Time  View Timecard.
11. Go into Training Mode and run a Flash Sales Report for today’s date. Exit Training Mode.

12. Go to Xadmin and perform a receipt lookup. This can be found under Configurator -->
Global/Default--> Configure  Receipt Configuration.
13. In Xadmin run the daily Sales By Hour Report. This can be found under Report  Sales By Hour
Report.

LESSON REVIEW
 POS functionality
 Back Office functionality
 Mobile functionality
 Xstore Office functionality
 Inventory Management
 How to close a register & store

5
Lesson
LESSON 5 – XSTORE INTEGRATION WITH OTHER SOLUTIONS
LESSON OBJECTIVES
 Xstore and Oracle Retail Customer Engagement
 Xstore and Oracle Retail Order Broker
 Xstore and Oracle Retail Order Management System
 Xstore and Oracle Retail Loss Prevention
 Xstore and Oracle Retail Store Inventory Management
 Xstore and Oracle Retail Merchandising System
 Xstore and Oracle Retail Price Management
 Xstore and Oracle Retail Sales Audit

XSTORE AND ORACLE RETAIL CUSTOMER ENGAGEMENT
Customer Engagement is a retail specific, customer relationship marketing (CRM) solution that
unifies marketing planning and management, while providing the tracking tools your marketing
team needs to effectively manage your cross-channel and single-channel initiatives. It provides a
centralized customer information repository that enables a retailer to build better relationships
with their customers at every point of service.
Customer Engagement enables a retailer to improve campaign effectiveness and tracks and reports
on results without the IUT department’s involvement.
When using the certified CE Interface, Xstore submits real-time adds and updates of customer
records to the CRM system through its web services. When a new customer record is added in
Xstore, it will immediately be added to CE. Replication will handle transporting the customer record
to Xcenter
If a connection to CE cannot be established, the customer will be saved in the StorePrimary

Datasource (as configured by default), with replication handling persistence to both Xcenter and CE.
When a customer record is pulled down from CE and updated in Xstore, the changes will be sent in
real-time to all of the destinations (subject to replication delays). There is no action required by the
user to enable/disable this behavior since this is standard Xstore functionality.
Xstore POS transactions are posted into CE using a near-real-time web service transaction
broadcaster.
The CE Broadcaster send POSLog data as an object via a SOAP web service to CE which uses
proprietary application level authentication
XSTORE AND ORACLE RETAIL ORDER BROKER

Order Broker is a merchandise locating solution that optimizes inventory disbursements and
reduces lost demand by allowing cross-channel retailers to easily view inventory availability across
all sales channels, such as retail stores and distribution centers.
Order broker enables the store checkout process to be expedited with enterprise visibility of
inventory information and so reduces store to store calls to locate merchandise.
When deployed across the enterprise the same time reduction benefits can be achieved at a contact
center resulting in higher customer satisfaction and lower inventory management costs.
The use of an order broker also increases the opportunity for add-on sales with in-store pick up

Using Order Broker functionality, Xstore can sell an item that is not in stock at the store and Order
Broker will automatically select the best location to fulfill the customer’s order across the
enterprise.
Xstore supports split order functionality when brokering orders. With split order functionality
enabled, Order Broker will split a delivery order across multiple fulfilling locations if there is no
single location that can fulfill all the items in the order.
Order Cancel functionality is also supported
 Pickup orders may be cancelled at originating and fulfilling locations.

 For customer Delivery orders, the order can only be cancelled at the originating store.
Xstore support three specific Commerce Anywhere journeys which are outlined below
• PICKUP - (Pick up Other Store) the standard pick up where a customer chooses a store that
has the item in inventory and picks the item up from the selected store.
• RETAILPICKUP - (Pick up This Store) this type involves shipping the item to the store where
the order is placed (originating store) for pickup. This may involve multiple shipments when
the split order option is enabled and all items cannot be sourced from one store location.
• DELIVERY - The items are shipped to the customer directly. This may also involve multiple
shipments when the split order option is enabled and all items cannot be fulfilled by one
store location.
Xstore as part of the fulfilment of the customer orders is able to issue email notifications that
provide customers with a status of their order. These include
– PICKUP - (Pick up Other Store) an email is sent to the customer when the fulfilling
store picks/reserves the order.
– RETAILPICKUP - (Pick up This Store) an email is sent to the customer when the
order is received by the originating store and the receiving document is closed.
– DELIVERY - An email is sent to the customer when the fulfilling store ships the order.

XSTORE AND ORACLE RETAIL ORDER MANAGEMENT SYSTEM
Oracle Retail Order Management System is a fully integrated suite for managing all aspects of retail
transactions, including order management, fulfillment, warehousing/inventory control, customer
service, merchandising, marketing and finance, all sharing a common database.
It is a highly configurable solution offering a flexible interface that enables a custom look and feel.
The web based solution offers support for onsite and remote users and utilizes web services to
simply the architecture. Its use with other Oracle Retail solutions enables the delivery of commerce
anywhere.
The Xstore return processing provides the ability to accept returns for transactions processed by
outside systems. This functionality allows items purchased on the web to be returned in a store
location.
– A shipping document is required to process a cross-channel return. If the customer

does not have a shipping document, a standard blind return must be performed.
– The shipping document barcode is only accepted at the prompt for Web Order ID, not
at the item prompt. (Only transaction barcodes can initiate a return transaction from
the item prompt).
– If the OMS host is unreachable, Xstore's existing unverified return processing will be
used.
XSTORE AND ORACLE RETAIL LOSS PREVENTION

Oracle Retail XBRi analytics to help you slash shrink, obtain greater productivity, analyze margins,
and gain a rapid return on investment.
The application can quickly identify fraud incidents, provide reporting targeted on high risk
transactional activity and as a result provides a rapid return on investment
The broadcaster system in Xcenter is used to transmit POSLog data to other systems. The
data is transmitted just as Xcenter receives it from the registers via the Replication system.
The architecture of the broadcaster system makes it possible to develop additional custom
broadcasters capable of sending data to any other remote 3rd party system. Although all existing
Xcenter broadcasters communicate only to SOAP web services, the broadcaster system's
architecture is technology-agnostic regarding the technical requirements of the remote systems.

Broadcasters can be implemented that send data to an FTP server, a REST web service, a message
queue, email, a twitter account, etc.
Data required by XBRi is delivered using a custom broadcaster that delivers raw XML string via a
SOAP web service and uses proprietary application level authentication.
XSTORE AND ORACLE RETAIL STORE INVENTORY MANAGEMENT

Oracle Retail Store Inventory Manager is designed to increase store efficiency through real time
inventory visibility. Having a clear view on the inventory position at both store and merchandizer
level enables better decision making and by reducing stock outages increase customer satisfaction.
SIM provides all inventory related tasks including receiving, transfers, return to vendor, customer
order management and inventory management services.
The integration of Xstore with SIM provides the POS with UIN lookup services to inquire inventory
positions and to provide SIM POS transaction data on a near real time basis.
XSTORE AND ORACLE MERCHANDISE OPERATIONS MANAGEMENT

Oracle Retail Merchandise Operations Management provides a modular suite of integrated solutions
designed specifically for retail enable business management of operations across channels. The
modular approach of MOM offers a value based implementation approach to address key priorities.
The suite consists of Retail Merchandizing, Retail Trade Management, Retail Price Management,
Allocation, Retail Sales Audit and Retail Invoice Matching.
Xstore is integrated with Retail Merchandizing System, Retail price Management and Retail Sales
Audit components only.
Both the RPM and RMS systems generate files that provide, base and updated data that is required
by Xstore.
• Xstore periodically polls a configured auto deploy directory on the file system. The interval is
configurable, and is 15 minutes by default.
• Data files (.dat) generated by RMS/RPM extract programs are delivered to Xadmin's auto
deploy directory in the form of a zip-format archive file using the file extension ".momzip". It
is the System Integrator's responsibility to create the archive, and deliver it using a
preferred file transfer protocol.
• Once the archive is detected by Xadmin, it re-groups its content into deployments based on
their targeted locations. For data files targeted to corporate, it invokes Data Loader

immediately to import them into Xcenter data source. For data files targeted to a store, it
creates a deployment of these files to the store, and uploads them to an Apache Server for
the store to download at close time
• Once a store is closed, Xenvironment of the lead register pulls down the files from the
Apache server and runs data loader to import all the files deployed into the store primary
database.
Note: RMS does not provide a system of record for sales tax, further steps need to be completed post an
RMS data load. See Tax section in the ‘Xstore Host Interface Guide’
Xstore provides a POSLog as its standard audit trail, ReSA utilizes a variation of this file. The RTLog
generator takes an Xcenter Broadcast and converts it into the RTLog format which can then be
consumed by ReSA.
– RTLog Generator is supplied with Xstore and is deployed to a webserver usually in the same
location as ReSA.
– The output file from RTLog generator needs to be accessible by ReSA
– RTLog Generator offers configuration to enable use with different ReSA releases

EXERCISE
1. Xstore supports split order functionality when brokering orders. With split order functionality
enabled, Order Broker will split a delivery order across multiple fulfilling locations if there is no
single location that can fulfill all the items in the order. True/False
2. _______________ is a fully integrated suite for managing all aspects of retail transactions,
including order management, fulfillment, warehousing/inventory control, customer service,
merchandising, marketing and finance, all sharing a common database.
a. Oracle Retail Customer Engagement
b. Oracle Retail Order Management System
c. Oracle Retail Price Management
d. Oracle Retail Loss Prevention
3. ________________ is designed to increase store efficiency through real time inventory visibility.
a. Oracle Retail Store Inventory Manager
b. Oracle Retail Order Management System
c. Oracle Retail Price Management
d. Oracle Retail Loss Prevention
4. Oracle Retail Merchandise Operations Management provides a modular suite of integrated

solutions designed specifically for retail enable business management of operations across
channels. The suite consists of:
a. Retail Merchandizing
b. Retail Trade Management
c. Retail Price Management
d. Allocation, Retail Sales Audit and Retail Invoice Matching
e. A and D
f. All of the above
5. Both the RPM and RMS systems generate files that provide base and updated data that is
required by Xstore. True/False

LESSON REVIEW
 How Xstore integrates with other solutions
 Xstore and Oracle Retail Customer Engagement
 Xstore and Oracle Retail Order Broker
 Xstore and Oracle Retail Order Management System
 Xstore and Oracle Retail Loss Prevention
 Xstore and Oracle Retail Store Inventory Management
 Xstore and Oracle Retail Merchandising System
 Xstore and Oracle Retail Price Management
 Xstore and Oracle Retail Sales Audit

6
Lesson
LESSON 6 – PROJECT MANAGEMENT

LESSON OBJECTIVES
 Project Management cycle/timelines
 Host integrations

PROJECT MANAGEMENT
The management of a project for deploying the Xstore suite of applications is generally broken into
four stages which are design, plan, guild and test. Once these stages have been completed the project
moves into the final stages which are pilot prior to deployment. Each of these stages is outlined
below
DESIGN
The stage of the Implementation Project required to finalize and approve the blueprint and high-
level specifications of the solution in order to meet customer’s business requirements
The design phase starts with a business impact analysis, which is designed to introduce the retailer
to the Xstore suite, gather configuration requirements, understand high level functional
requirements that may require estimation, finalizes implementation key components such as
payment systems, gift cards modules to be used. It also confirms selection of hardware for the
deployment.
The team involved in this phase is primarily the Project Manager and the Implementation
Consultant.
It may dependent on the design also require support from Development, Operations Management,
Sales and Interfaces.
During this stage a base configuration design should be completed as well as a technical services
design.
Should any new interfaces be required the Interface team will also have been engaged and the
Interface document will have been produced.
PLAN
The stage of the Implementation Project to successfully identify the timeline for the project based on
known requirements as well as planning resources to successfully implement the plan.
During this stage a Project plan is developed along with a resource plan.
BUILD
The stage of the Implementation Project required to finalize definition and build the project as
specified and agreed upon in the Design stage.

During build the actual configuration of the Xstore system is created based on the configuration
questionnaire, not from the business impact analysis and security matrix created during planning
and design.
Further the functional requirements should be defined and reviewed for any modifications that may
be required. These are then reviewed with the customer for accuracy and approval.
A technical design document based on the functional requirements should be created and any
hardware required should be configured and validated with Xstore.
Customizations should be ready for testing tested and any test scripts defined.
Central system installation should commence and any interfaces for upload or download be
deployed.
Technical support should build a staging image and any lab systems should be setup.
TEST
The stage of the Implementation Project required to test the solution to ensure that it functions as
specified and agreed upon in the Design stage and is ready for Pilot.
This stage of the project is all focused on the quality assurance testing for all aspects of the project.
Once Project team testing is underway, customer testing should also commence.
Assuming all the above stages have been completed successfully then the solution moves to Pilot.
PILOT
The stage of the Implementation Project required to pilot the solution in Customer’s stores.
Dependent on the retailers pilot plan approach there would usually be some initial go live store as
functional pilots to ensure the desired functionality works in the field.
This would then be followed by a series of procedural pilots to determine that the roll
out/deployment plan is correct and can be successfully repeated in the field.
Training plans commence to ensure that the front and back office systems delivered are able to be
used by the staff at the stores and in central functions.
The full deployment plan is executed.

HOST INTEGRATION
Should a project require integration to an above store system that is not included within the base
offering, the host integration team can be engaged.
The team will look at a number of aspects for the project including download format’s, how they
would be delivered to deployment manager and Dataloader, how files required upstream would be
delivered and in what formats and an overall review of the data flows.
The expertise of the team lies in aligning functionality, how does the merchandising system present
data vs how does Xstore require it.
Not all retailers chose to use the Oracle Host integration team in their installations however they are
normally brought in as the integration experts and currently work with more than 80 retail
customers.

EXERCISE
1. The management of a project for deploying the Xstore suite of applications is generally broken
into six stages. True/False
2. Which stage of the Implementation Project is required to finalize and approve the blueprint and
high-level specifications of the solution in order to meet customer’s business requirements?
a. Build
b. Plan
c. Design
d. Test
3. During build the actual configuration of the Xstore system is created based on the configuration
questionnaire, notes from the business impact analysis and security matrix created during
planning and design. True/False
4. The ___________ will look at a number of aspects for the project including download format’s,
how they would be delivered to deployment manager and Dataloader, how files required
upstream would be delivered and in what formats and an overall review of the data flows.
a. Host Integration Team
b. Project Manager
c. Implementation Consultant

LESSON REVIEW
 Project Management cycle/timelines
 Host integrations

A
Appendix
APPENDIX A – GLOSSARY OF XSTORE TERMS

APPENDIX A:
ORXPOS – Oracle Retail Xstore Point of Service
ORCE – Oracle Retail Customer Engagement
OROB – Oracle Retail Order Broker
OROMS – Oracle Retail Order Management System
OROCP – Oracle Retail Open Commerce Platform
RMS – Retail Management System
RPM – Retail Price Management
ReSA – Retail Sales Audit
SIM – Store Inventory Manager

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ORACLE RETAIL XSTORE INTRODUCTION BOOT CAMP

An Overview of the Functionality and Capabilities of Oracle Retail

© 2016, Oracle Corporation – Unauthorized reproduction or distribution prohibited.

XSTORE POINT OF SERVICE

© 2016, Oracle Corporation – Unauthorized reproduction or distribution prohibited.

Lesson Objectives ...................................................................................................13

Market Positioning .................................................................................................14

Xstore Value Proposition .....................................................................................19

Xstore Feature Overview .....................................................................................25

User Interface ...........................................................................................................25

Robust Transaction Set ........................................................................................26

Xstore Back Office Overview ..............................................................................28

Back Office Functions for Store Management .............................................28

Store Management Reports on Demand .......................................................30

Xstore Key Benefits Summary ...........................................................................32

Xstore Office ..............................................................................................................33

Xadmin - Central Administration & Reporting ...........................................33

Xstore – Commerce Anywhere Overview .....................................................38

Pickup This Store ....................................................................................................41

Pickup Other Store .................................................................................................42

Lesson 2 –Xstore Architecture ....................................................................... 47

© 2016, Oracle Corporation – Unauthorized reproduction or distribution prohibited.

Xstore Footprints ....................................................................................................48

Xstore Office Database Server ...........................................................................51

Xoffice Application Server ...................................................................................51

Xstore for Grocery ..................................................................................................55

User Interface ...........................................................................................................56

Lesson 3 –Xstore Ecosystem ............................................................................ 63

Lesson Objectives ...................................................................................................63

The Value of additional Oracle Store Solutions ..........................................64

Oracle Retail Merchandise Operations Management Integrations ....65

Value Proposition ...................................................................................................66

Retail Merchandising System (RMS)...............................................................66

Oracle Retail Price Management (RPM) ........................................................66

Oracle Retail Sales Audit (ReSA) ......................................................................66

Oracle Store Inventory Management (SIM) Overview & Integration68

Oracle Order Management System Overview & Integration ................71

Integrated Service Options for Commerce Anywhere .............................72

© 2016, Oracle Corporation – Unauthorized reproduction or distribution prohibited.

Support Customers Efficiently ..........................................................................72

Deployed in Your Choice of Configurations .................................................73

Oracle Retail Customer Engagement Overview & Integration.............74

Customer Management and Segmentation Cloud Service .....................75

Campaign and Deal Management Cloud Service ........................................76

Loyalty and Awards Management Cloud Service ......................................77

Gift Cards Management Cloud Service ...........................................................77

Lower Total Cost of Ownership ........................................................................78

Oracle Retail Order Broker Integration .........................................................80

Empower Store Associates with Endless Aisle ...........................................81

Minimize Cost and Reduce Risk ........................................................................81

Reserve and Respect Inventory Availability................................................82

Driving Profitable Growth ...................................................................................82

Oracle Retail Loss Prevention XBRi Integration ........................................84

Exception-Based Reporting ................................................................................84

Multi-Dimensional Analyses for Complex Businesses.............................84

Flexible Structure Allows for Customizable Reports ...............................85

Case Management Efficiency ..............................................................................86

Scale and Performance .........................................................................................86

Proven Return on Investment ...........................................................................86

© 2016, Oracle Corporation – Unauthorized reproduction or distribution prohibited.

Lesson 4 – Xstore System & Business Scenarios .................................... 93

Lesson Objectives ...................................................................................................93

POS Functionality ...................................................................................................94

Finding Your Way Around Xstore ....................................................................94