Tender Types Accepted During a Sale Transaction -2

8/3/2019 Tender Types Accepted During a Sale Transaction -2

1/43

Tender Types Accepted during a

Sale transaction

II


2/43

Tender types to be covered :-


3/43

Store Credit

Store credit is a type of tender that is valid only for the retailer whoissued it. When a customer return or exchange results in a negativebalance due, you can issue a store credit, which can be redeemedtoward the purchase of other merchandise .

Tender process using a store credit steps

Enter the transaction amount

Enter the customers first name, last name, and ID type

Enter the store credit number

Store credit amount > Transaction amountChange due options prompt to select a change option

Store credit amount < transaction amount

Remaining amount is paid by other modes of tender


4/43

ParametersParameter Name Description Valid Values

Pre-Printed Store Credit Determines if a store credit is

Printed on a receipt (store credit numbergenerated by the system), or is Slip printed on a pre-printed form that is

supplied by the retailer.

No - the customer copy of

the Store Credit is printed on aregister receipt. Yes - Store Credit is slip

printed on a pre-printed form.Store Credit Accepted Enables/Disables the Store Credit tender

button(s) for all currency types available. None U.S. Dollars Canadian Pesos Euro JPY GBP

Compute Store CreditExpiration Date

Determines whether or not an expiration dateapplies to issued store credits.

Yes No

Store Credit Days toExpiration

If the Compute Store Credit Expiration Date

parameter is set to Yes, this parameter sets

the number of days, from issuance, for thestore credit to expire.

1-365

Minimum Store CreditIssuance Amount

Prevents the issuing of Store Credit foramounts that are too small.

$0.00 - $99,999.99

Store Credit Refund Only Determines whether or not Store Credit is theonly refund tender option available.

Yes No

Validate Store Credit If set to Yes, the system validates if the credithas been issued, redeemed or tendered. If

set to No, the system accepts all store credittenders without validating.

Yes No


5/43

Franking Tender List Enables/Disables franking for non-cashtenders.

None Check Travelers Check Mall Certificate Gift Certificate Store Credit Store Coupon

Tenders to Count at TillReconcile

Enables/Disables the Tender button(s) for alltender types to be counted during till reconcile

Cash Credit Check Debit Gift Card Gift Certificate Mall Certificate Tender Travel Check Coupon Store Coupon Store Credit Alternate Cash Alternate Check

Alternate Travel Check

Open Drawer for Tender Enables/Disables drawer opening whenaccepting tender.

None Check Credit Debit

Gift Card Gift Cert. Travel Check


6/43

Tender - Mall certificate

Tender process using a Mall certificate steps Choose the Mall Cert. as tender Option

Enter the amount of the mall certificate

Enter the Mall Cert. Number of the mall certificate

Mall certificate amount > Transaction amount

Issue change in cash

Mall certificate amount < Transaction amount

Remaining amount is paid by other modes of tender.


7/43

ParametersParameter Name Description Valid Values

Maximum Mall CertificateTender Amount

Limits the amount that can be accepted astender using multiple Mall Gift Certificates (thesum of the Mall Gift Certificate tender amounts)

0.00 to 9,999.99

Open Drawer for Tender Opens register drawer so operator can placeMGC inside.

List of values includeMall Certificate

Mall Gift Certificate Accepted Determines whether Mall Gift Certificates are

accepted. Enables/Disables the Mall GiftCertificate Tender button.

Y/N

Mall Certificate Sub tenderRequired

Determines if sub-tender selection is required,shows the sub-tender screens. Will skip theCert. Entry screen where the MGC number isentered.

Y/N

Mall Certificate SubtenderAccepted

If Mall Certificate Subtender Required parameteris set to yes, this parameter defines what sub-tender options to display.

Check, P.O.

Franking Tender List Enables/Disables franking for non-cash tenders. List of list values includeMall Certificate

Tenders To Count At TillReconcile

Enables/Disables the Tender button(s) for alltender types to be counted during till reconcile.

List of list values includeMall Certificate


8/43

Tender - purchase order

Business purchase order can be selected as a tender option

Tender process using a purchase order steps

Enter the purchase order amount

Select/Add the agency

Enter the last five digits of the purchase order number

Purchase order amount > or = Transaction amount

Tender successfully

Purchase order amount < Transaction amount

Remaining amount is paid by other modes of tender.


9/43

Parameters

Parameter Name Description Valid Values

PO Tender accepted Enables/Disables the PO Tender functionkey.

Yes No

Oracle Customer Determines if the system uses OracleCustomer functionality to link a transaction toa customer.

Yes No


10/43

TendersMoney Order

A money order is issued by a bank or other institution,(i.e. post office) allowing the individual named on themoney order to receive a specified amount of cash ondemand.

Money Order > Transaction amount

Issue change in cash

Money Order < Transaction amountRemaining amount is paid by other modes of tender.


11/43

Parameters

Parameter Name Description Valid Values/ Notes

Maximum Money OrderAmount

Limits the sale amount thatcan be tendered usingMoney Order.

0.00 to 99,999.99

Minimum Money OrderAmount

Prevents use of MoneyOrders for sale amounts thatare too small.

0.00 to 99,999.99

Money Order Accepted Enables/Disables the MoneyOrder button.

Yes/No


12/43

Tender - Foreign Currency

Oracle Retail Point-of-Service acceptsfollowing foreign currencies for tendering

US Dollars

Canadian Dollars

Mexican Pesos

Japanese Yen UK Pounds


13/43

Parameter Name Description Valid ValuesCash Accepted Enables/Disables the Cash tender button

for all currency types None US Dollars Canadian Dollars Pound Euro

Checks Accepted Enables/Disables the Check tender buttonfor all currency types.

None US Dollars Canadian Dollars Pound Euro

Gift Certificates Accepted Enables/Disables the Gift Certificatestender button for all currency types.

None US Dollars Canadian Dollars Mexican Pesos Japanese Yen Pounds Euro

Store Credit Accepted Enables/Disables the Store Credit tenderbutton for all currency types.

None US Dollars Canadian Dollars

Mexican Pesos Japanese Yen Pounds Euro

Travelers Check Accepted Enables/Disables the Travelers Checktender button for all currency types

None US Dollars Canadian Dollars Pound Euro


14/43

Pricing Options


15/43

The Pricing options allow to manually perform

following operations on price


16/43

Price Override

The Price Override Functionality is used tomanually override the price of an item.

Steps for applying a price override

Select Price Override from Pricing options

Enter Amount and Reason Code

Price Changed

Reasons : Defective, Signage Error, CompetitionPrice, Ad Price, Managers Special.


17/43

Parameters

When a price override is applied to anitem, any previously applied discounts ormarkdowns are removed from the item.

Parameter Mnemonic Description Valid Values

Capture Reason Code ForPrice Override

A list of Reason codes for the PriceOverride function can be displayed. If setto No, the response region is active andthe input field and reason code field are not

displayed.

Yes

No


18/43

Markdown

This functionality is used to reduce the priceof an item by some percentage or price.

Steps for applying a price override

Select Markdown from Pricing options

Select either Percentage or Amount

Enter a Reason code

Flow moves back to sell Item Screen after applying amarkdown on it.

Reasons : Saturday Morning Special, Senior Citizen,Competition Special, Store Coupon.


19/43

Parameters

Parameter Mnemonic Description Valid Values

Maximum ItemMarkdownAmount/Percent

Sets the maximum amount/percentallowed for an item markdown. A wholenumber greater than or equal to 0 andless than or equal to 100% of the sellingprice of the item.

0 to 100


20/43

Discount

Discount can be given in four ways

% Trans: Percentage discount on transaction

AMT Trans: Amount discount on transaction

% Item: Percentage discount on particular item

AMT Item: Amount discount on particular item


21/43

Applying Discount by Percentage

Transaction LevelSteps for applying Discount Using % Transaction

Select % Trans from Discount options

Enter Discount % and Reason Code Price Changed


22/43

Applying Discount by Amount

Transaction LevelSteps for applying Discount Using amount

Select AMT Trans from Discount options

Enter Discount Amount and Reason Code Price Changed


23/43

Applying Discount by Percentage

Item LevelSteps for applying Discount Using % Item

Select % Item from Discount options

Enter Discount % and Reason Code

Price Changed


24/43

Applying Discount by AmountItem

LevelSteps for applying Discount Using amount

Select AMT Trans from Discount options

Enter Discount Amount and Reason Code

Price Changed


25/43

Employee Discount

Steps for applying Employee Discount

Select Employee Discount from Discount options

Enter Employee ID Select Discount options

Normal Discount Flow is executed.


26/43

Damage Discount

Steps for applying Damage Discount

Select Damage Discount from Discount options

Select Discount options ( Amount or Percentage )

It can be applied on Items only



27/43

Maximum Item DiscountAmount/Percent

Sets the maximum percent allowed for an item discount.Always compares the value of the parameter as apercentage of the selected item(s).

A whole number greater than orequal to 0 and less than or equal to100 of the selling price of the item.

Maximum Transaction DiscountAmount/Percent.

Sets the maximum percent allowed for a transactiondiscount. Always compares the value of the parameteras a percentage of the selected item(s).


Maximum Employee DiscountAmount/Percent.

Sets the maximum percent allowed for an employee itemdiscount. Always compares the value of the parameteras a percentage of the selected item(s).


Maximum Employee TransactionDiscount Amount/Percent

Sets the maximum percent allowed for an employeetransaction discount. Always compares the value of theparameter as a percentage of the selected item(s).



28/43

Maximum Item MarkdownAmount/Percent

Sets the maximum amount/percent allowed fora manual markdown. Always compares thevalue of the parameter as a percentage of theselected item(s).

A whole number greater thanor equal to 0 and less than orequal to 100 of the sellingprice of the item.

Max Discounts Allowed Sets the number of times an item may bediscounted.

One total discount allowed orone of each type of discount.

Maximum Damage DiscountAmount/Percent

Sets the maximum percent allowed for aDamage Discount.

A whole number greater thanor equal to 0 and less than orequal to 100 of the sellingprice of the item.


29/43

Price Adjustment

The price adjustment feature provides theability for the system to adjust the price ofan item that has been reduced after it was

purchased

The Price Adjustment Time Limitparameter defines the time frame, in days,

in which a transaction is eligible for priceadjustment



30/43

Parameter Name Description Valid ValuesEnable Price Adjustment Determines if the functionality

is available or not Yes or Nodetermines if the Price

Adjustment button is enabled

or disabled.

Yes No

Price Adjustment Time Limit Defines the time frame withinwhich a transaction is eligiblefor price adjustment.

1 to 365 days afterpurchase

Transaction Retrieval Location A system configuration thatdetermines wheretransactions for customerhistory or return with receipt orgift receipt are retrieved. Thisconfiguration also determineswhere the system searcheswhen search criteria areentered to find a transactionfor return.

This is a hidden configuration.

Locally Only-search in storedatabase only

Centrally first thenLocally Search thecorporate DB first.If no results arereturned, thensearch locally.

Centrally Only-

search in centraldatabase only.

Default is Locally OnlyTimeout for Central TransactionRetrieval

This system settingdetermines the number ofseconds the POS systemwaits to receive a response

from Central Office.This is a hidden settin .

1-600 secondsDefault is 19 seconds


31/43

Thank You


32/43

POS Options


33/43

To be covered..

Special Order House Account

Reprint Receipt

Till Functions

Manager

Gift Card Gift Certificate

Redeem


34/43

Special Order

A special order is a type of transactionused to sell items that are not currentlyavailable in the store because they are out

of stock, custom or back ordered Customer is associated with transaction

and Deposit is collected.

Active till Pickup or Cancel


35/43

Application Flow

Creating a New Special Order

Select Special Order > New > Link Customer

Add Item(s) to the transaction

Minimum deposit amount is collected based on parameter settings.

Complete the tender using any of the tender types. Receipt is generated with order number, customer name, Balance Due.

When a New Order is created New Status is assigned.

Modify existing Orders

Select Special Order>Modify.

Modify has 5 options available : pick List, Fill, Pickup, Cancel Order, View Order


36/43

Pick List

To Print Special Orders with New Status.

Modify > Picklist

A list of orders is displayed.

Print the desired order.


37/43

Fill

Fill Customer

OrderNumber

Date

Range

Order List

Pending

Filled

EditLocation

Print


38/43

Pickup

PickUp Customer

OrderNumber

Date

Range

Order List

Cancel

Pick Up

Pending

Pay

RemainingBalance

RefundAmount


39/43

Cancel Order

View Order


40/43


Special Order DepositPercent

Determines the percentage of thetransaction balance due, including taxes,which must be paid as a deposit when aspecial order is created.

0 to 100 percent

Order Maximum MatchesNumber

The maximum number of matches todisplay.

0 999

Order Partial Pickup Can the customer pickup partial orders? Yes No

Special Order Cancel

Receipt Print Control

Determines the number of receipts to

print for Special Order Canceltransactions. Applies to Store andCustomer copies. If multiple copiesalready print for this transaction type (ex.1 Store Copy, 1Customer Copy and 1Merchandise copy) then multiply thatnumber (3) by the value of thisparameter.

So if 3 copies currently print and thisparameter is set to 2: 6 receipts will print.2 Store, 2 Customer and 2 Merchandisecopies.

0-5


41/43

Special Order CompleteReceipt Print Control

Determines the number of receipts to print forSpecial Order Complete transactions. Applies toStore and Customer copies. If multiple copiesalready print for this transaction type (ex. 1Store Copy, 1Customer Copy and 1Merchandise copy) then multiply that number (3)

by the value of this parameter.

So if 3 copies currently print and this parameteris set to 2: 6 receipts will print. 2 Store, 2Customer and 2 Merchandise copies.

0-5

Special Order Receipt PrintControl

Determines the number of receipts to print forSpecial Order transactions. Applies to Store andCustomer copies. If multiple copies already

print for this transaction type (ex. 1 Store Copy,1Customer Copy and 1 Merchandise copy) thenmultiply that number (3) by the value of thisparameter.

So if 3 copies currently print and this parameteris set to 2: 6 receipts will print. 2 Store, 2Customer and 2 Merchandise copies.

0-5

Manager Override for SecurityAccess

Allows flexibility to not have to do manageroverrides on some functions that are commonoccurrences or situations where it is neverallowed, regardless of manager override.

Cancel Order Parameter Group Order Report: Order Status Report: Order Summary


42/43

Reprint Receipt

Last Transaction

Search Using transaction Number

Ability to Print both Original and GiftReceipt


43/43

Verify Register ID onReprint Receipt

If the parameter is set to Yes, then aUser is only allowed to reprint areceipt at the register upon which thetransaction is completed. If set tono, the transaction can be printed on

any register within the store.

Yes No

Print Receipts Enables/Disables receipt printing. Yes No

Documents

Tender Types Accepted During a Sale Transaction -2