Oracle Retail Point-of-Service

…. Point-of-Sale Application

Presented By – Manish Jain

Overview
 Introduction
 House A/c
 No Sale Option
 Redeeming
 Reprint Receipt
 Manager
 Options of Item Component
 Ways of tendering a transaction
Introduction

 Point of Sale – Location where transactions occur.

 Oracle Retails point-of-service is an application designed to enable the
customer-centric retailers to perform their day-to-day transactions.

POS

Daily Operations Point-of-Service Administration Clock In/Out Service Alert Training

House A/c
 Instant Credit Card account issued by a retailer at the store.
 Can be used as a tendering option.

House A/c

Reference
Inquiry Enrollment Temporary Pass Number Payment
Inquiry
Inquiry Option
 Displays information on existing house account.
 Shows the current balance and credit limit of account with other details.
 Displayed information can be printed by Print option.

Enrollment
 Opens a new House Account.
 Can be opened by Tender Function or by House A/c option.
 Enter the Sales Associate’s ID and swipe Credit Card.
 Enter Customer details.
 If authorization fails, then Instant Credit Card Error is shown.
Temporary Pass Option
 A form of tender that is printed when customer doesn’t have their house
account card with them.
 A printed receipt with the house account number on it.
 Select the option and enter Social Security Number.

Reference Number Inquiry

 A number issued when a house account request does not get approved
immediately.
 Approval status can be checked using reference number.
 Status can be (i) Approved (ii) Declined
(iii) Reference Number not found
(iv) System Offline
Payment Option
 Use to make a payment for a House Account.
 Account can be searched by House Account Number or by Customer
Information.
 Tendering can be done by various options in Tender Screen.
No Sale Option

 Use to open the cash drawer for non-financial transactions.

 Ex. For making change to a customer.
 Select the appropriate reason code from the list to complete no sale.
Redeem
 Redeeming a Gift Card
 Swap or enter the gift card number and enter the customer information in
capture Customer Information screen.
 Select the Redeem Refund options among (i) Cash (ii) Check (iii) Credit.
 If the Gift Card has NIL balance then it will be an invalid redeem.
 Redeeming a Gift Certificate
 Enter the certificate amount and store number where it was issued.
 Enter the certificate number and select the discount policy.
 Provide the customer information and Select the refund option.
 Redeeming a Store Credit
 Enter the amount of Store Credit to be redeemed and the Store Credit Number.
 Enter the Customer Information and select the Redeem Refund Option.
Reprint Receipt
 Reprint Last Transaction
 Prints the receipt of latest completed transaction.
 Select the receipt type from (i) Gift Receipt (ii) Original (iii)
Vat Receipt
 Gift Receipt can be printed for selected items from the
transaction.
 Reprinting on basis of Transaction number.
 Enter the transaction number for which reprint is required.
Manager Options
 Manager Option screen enables the information about a register.
 Can be used to check the status of register, device or a till.

Manager Options

Reports System Status Register Status Till Status

Reports
 Helps to track statistics for a till,
register, stores and orders on a
daily basis.

System Status
 Helps to view the status of the
devices which are online/offline.
Register Status
 Shows the status of the register
and its corresponding till’s
status.

Till Status
 Shows the list of all the tills that
has been opened in the current
register on the current business
day.
Options of Item Component
 Function that apply at item level are performed in Item Option
Screen.
Item

Inquiry Gift Registry

Quantity Tax

Sales Assoc. Serial Number

Services Send

Gift Receipt Components

Alterations
Inquiry Option
 Price Option
 Provides options to view Item details, Value of Gift Code, Advance Search.
 Details of a specific item can be view by providing item code.
 Actual amount associated with a Gift Code can be viewed by specifying gift code.
 Advance search can be filtered by Item Number, Description or Department.
 Details of resulted Item can be viewed or it can be added to the Sell item list.
 Gift Card Option
 Balance amount in Gift Card can be viewed.
 Result can be printed or simply viewed.
 Gift Code Option
 Actual amount associated with a specific code can be viewed by specifying the Gift
Code.
Quantity Option
 Quantity of a selected item can be changed using this option.
 Minimum one item must be selected in Sell Item screen to enable this option.

Serial Number Option

 Serial Number can be modified using this Option.
 Enable only if item contains serial number.

Gift Receipt Option

 Prints a gift receipt for selected item.
 Doesn’t contain the price of item.
 Person receiving the gift can use the gift receipt for exchange or return.
Tax Option
 Enables to add or remove a tax on a item by using On/Off option.
 Provides options to Override the Tax Amount or to Override Tax
Percentage.

Gift Registry Option

 List of items that a registrant wishes to receive as a gift.
 Select the items from Sell Item screen and enter the gift registry
number.
 A gift receipt is printed for the associated times.
Component Option
 Components comprised in a kit can be viewed.
 Provides options to :
 Price Override

 Price of the selected time can be changed.

 Need to select the reason code.
 Discount Amount
 Discount amount can be specified on selected item.
 Need to select the reason code.
 Discount Percentage
 Discount can be specified in percentage.
 Tax
 Serial Number
Services Option
 Services and other Non-Merchandise items can be associated with the items
using this option.
 Services can be added by either entering item number of the service or by
using Service option in Item Component.

Alterations Option
 Enables to store the instructions for altering a garment.
 Needs to link a customer with the transaction.

Send Option
 Shipment address can be associated with the transaction or a item.
 Provide shipping address and billing address.
 Select the Mode of Sending.
Tendering
 Cash  Store Credit
 Check  Mall Certificate
 Credit/Debit  Purchase Order
 Gift Card  Money Order
 Gift Certificate  Foreign Currency
 Traveler’s Check  Instant Credit
 Coupon
Tendering with Cash

 Enter the Amount and Choose

Cash Option.
 If Tender Amount > Balance
Due, Issue Change screen is
displayed.
 If Tender Amount < Balance
Due, Tender Screen is
displayed.
 If amount is equal then cash
tender is complete.
 PAT requirements is checked.
Tendering with Check

 Enter the Tender amount and select Check option.

 Select the Id Type and enter the required details.
 Scan the check or enter the MICR Number.
 Enter the check number.
 One of the below action is taken after authorization.


Approved 
Soft Declined 
Positive ID

Declined 
Offline

Referred 
Time-Out
Tendering with Debit/Credit Card

 Swap or Enter the card number.

 If using Debit Card, enter the PIN
Number.
 If using Credit Card, capture the
Customer’s Signature.
 Further action is taken after card
is authorized.
Tendering with Gift Card
 Swap or Enter 13 Digit Card number.
 Card authorization process starts.
 If Card Amount > Balance Due, remaining balance is showed on
Customer’s receipt.
 If Card Amount < Balance Due, the Tender Screen is displayed.

Tendering with Gift Certificate

 Enter the store Number where Certificate was issued.
 Swap or Enter Certificate number.
 If Amount > Balance Due, then Issue Change Screen is displayed.
Tendering with Traveler’s Check
 Enter total number of check’s.
 If Check Amount > Balance Due, then Issue Change Screen is displayed.
 PAT requirements is checked.

Tendering with Coupon

 Over tendering is not allowed in non-store coupons.
 Enter the store Number where Certificate was issued.
 Swap or Enter Certificate number.
 If Amount > Balance Due, then Issue Change Screen is displayed.
Tendering with Store Credit
 Enter Customer Name and ID details.
 Enter the store credit number.


If Store Credit > Balance Due, then Issue Change Screen is displayed.

Tendering with Mall Certificate

 Select tendering option (i) MGC as Check (ii) MGC as PO
 If Certificate Amount > Balance Due, then Issue Change Screen is
displayed.
Tendering with Purchase Order
 Select the Agency Name from the list.
 If Name is not listed, enter new Agency/Business name from Other Option.
 Enter last 5 digits of Purchase Order number.

Tendering with Money Orders

 Money orders issued by Banks or Financial Institutions can be used for
tendering.
 If Tendering amount meets the requirements for PAT Compliance, then
enter the details in PAT customer information screen.
Tendering with Foreign Currency

 Select the Foreign Currency

option and Currency type.
 Enter the amount and select the
tender option.
 If Amount < Balance Due then
POS calculates the difference in
base currency and returns to
Tender option screen.
 If Amount > Balance Due then
Issue Change screen is shown to
issue change in base currency.
 PAT requirements is checked.
Thank You !