Tender Types Accepted during a Sale transaction

II

Tender types to be covered :-

Store Credit
Store credit is a type of tender that is valid only for the retailer who issued it. When a customer return or exchange results in a negative balance due, you can issue a store credit, which can be redeemed toward 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 amount Change due options prompt to select a change option Store credit amount < transaction amount Remaining amount is paid by other modes of tender

Parameters
Parameter Name Pre-Printed Store Credit Description Determines if a store credit is Printed on a receipt (store credit number generated by the system), or is Slip printed on a pre-printed form that is supplied by the retailer. Enables/Disables the Store Credit tender button(s) for all currency types available. Valid Values No the customer copy of the Store Credit is printed on a register receipt. Yes - Store Credit is slip printed on a pre-printed form. None U.S. Dollars Canadian Pesos Euro JPY GBP Yes No 1-365

Store Credit Accepted

Compute Store Credit Expiration Date Store Credit Days to Expiration

Minimum Store Credit Issuance Amount Store Credit Refund Only Validate Store Credit

Determines whether or not an expiration date applies to issued store credits. If the Compute Store Credit Expiration Date parameter is set to Yes, this parameter sets the number of days, from issuance, for the store credit to expire. Prevents the issuing of Store Credit for amounts that are too small. Determines whether or not Store Credit is the only refund tender option available. If set to Yes, the system validates if the credit has been issued, redeemed or tendered. If set to No, the system accepts all store credit tenders without validating.

$0.00 - $99,999.99 Yes No Yes No

Franking Tender List

Enables/Disables franking for non-cash tenders.

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

Tenders to Count at Till Reconcile

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

Open Drawer for Tender

Enables/Disables drawer opening when accepting tender.

None Check Credit Debit Gift Card Gift Cert. Travel Check

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.

Parameters
Parameter Name Maximum Mall Certificate Tender Amount Description Limits the amount that can be accepted as tender using multiple Mall Gift Certificates (the sum of the Mall Gift Certificate tender amounts) Opens register drawer so operator can place MGC inside. Determines whether Mall Gift Certificates are accepted. Enables/Disables the Mall Gift Certificate Tender button. Determines if sub-tender selection is required, shows the sub-tender screens. Will skip the Cert. Entry screen where the MGC number is entered. Valid Values 0.00 to 9,999.99

Open Drawer for Tender Mall Gift Certificate Accepted

List of values include Mall Certificate Y/N

Mall Certificate Sub tender Required

Y/N

Mall Certificate Subtender Accepted Franking Tender List Tenders To Count At Till Reconcile

If Mall Certificate Subtender Required parameter Check, P.O. is set to yes, this parameter defines what subtender options to display. Enables/Disables franking for non-cash tenders. Enables/Disables the Tender button(s) for all tender types to be counted during till reconcile. List of list values include Mall Certificate List of list values include Mall Certificate

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.

Parameters

Parameter Name PO Tender accepted

Description Enables/Disables the PO Tender function key. Determines if the system uses Oracle Customer functionality to link a transaction to a customer.

Valid Values Yes No Yes No

Oracle Customer

Tenders Money Order

A money order is issued by a bank or other institution, (i.e. post office) allowing the individual named on the money order to receive a specified amount of cash on demand. Money Order > Transaction amount Issue change in cash Money Order < Transaction amount Remaining amount is paid by other modes of tender.

Parameters
Parameter Name Maximum Money Order Amount Description Limits the sale amount that can be tendered using Money Order. Valid Values/ Notes 0.00 to 99,999.99

Minimum Money Order Amount

Prevents use of Money 0.00 to 99,999.99 Orders for sale amounts that are too small.

Money Order Accepted

Enables/Disables the Money Yes/No Order button.

Tender - Foreign Currency

Oracle Retail Point-of-Service accepts following foreign currencies for tendering US Dollars Canadian Dollars Mexican Pesos Japanese Yen UK Pounds

Parameter Name Cash Accepted

Description Enables/Disables the Cash tender button for all currency types

Checks Accepted

Gift Certificates Accepted

Store Credit Accepted

Travelers Check Accepted

Enables/Disables the Check tender button for all currency types. Enables/Disables the Gift Certificates tender button for all currency types. Enables/Disables the Store Credit tender button for all currency types. Enables/Disables the Travelers Check tender button for all currency types

Valid Values None US Dollars Canadian Dollars Pound Euro None US Dollars Canadian Dollars Pound Euro None US Dollars Canadian Dollars Mexican Pesos Japanese Yen Pounds Euro None US Dollars Canadian Dollars Mexican Pesos Japanese Yen Pounds Euro None US Dollars Canadian Dollars Pound Euro

Pricing Options

The Pricing options allow to manually perform following operations on price

Price Override
The Price Override Functionality is used to manually 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, Competition Price, Ad Price, Managers Special.

Parameters
When a price override is applied to an item, any previously applied discounts or markdowns are removed from the item.
Parameter Mnemonic Description Valid Values Yes No Capture Reason Code For A list of Reason codes for the Price Price Override Override function can be displayed. If set to No, the response region is active and the input field and reason code field are not displayed.

Markdown
This functionality is used to reduce the price of 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 a markdown on it. Reasons : Saturday Morning Special, Senior Citizen, Competition Special, Store Coupon.

Parameters
Parameter Mnemonic Description Valid Values

Maximum Item Markdown Amount/Percent

Sets the maximum amount/percent allowed for an item markdown. A whole number greater than or equal to 0 and less than or equal to 100% of the selling price of the item.

0 to 100

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

Applying Discount by Percentage Transaction Level

Steps for applying Discount Using % Transaction

Select % Trans from Discount options Enter Discount % and Reason Code Price Changed

Applying Discount by Amount Transaction Level

Steps for applying Discount Using amount

Select AMT Trans from Discount options Enter Discount Amount and Reason Code Price Changed

Applying Discount by Percentage Item Level

Steps for applying Discount Using % Item

Select % Item from Discount options Enter Discount % and Reason Code Price Changed

Applying Discount by Amount Item Level

Steps for applying Discount Using amount

Select AMT Trans from Discount options Enter Discount Amount and Reason Code Price Changed

Employee Discount
Steps for applying Employee Discount

Select Employee Discount from Discount options Enter Employee ID Select Discount options Normal Discount Flow is executed.

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

Parameter Name Maximum Item Discount Amount/Percent

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

Valid Values A whole number greater than or equal to 0 and less than or equal to 100 of the selling price of the item.

Maximum Transaction Discount Amount/Percent.

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

A whole number greater than or equal to 0 and less than or equal to 100 of the selling price of the item.

Maximum Employee Discount Amount/Percent.

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

A whole number greater than or equal to 0 and less than or equal to 100 of the selling price of the item.

Maximum Employee Transaction Discount Amount/Percent

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

A whole number greater than or equal to 0 and less than or equal to 100 of the selling price of the item.

Maximum Item Markdown Amount/Percent

Sets the maximum amount/percent allowed for a manual markdown. Always compares the value of the parameter as a percentage of the selected item(s).

A whole number greater than or equal to 0 and less than or equal to 100 of the selling price of the item.

Max Discounts Allowed

Sets the number of times an item may be discounted.

One total discount allowed or one of each type of discount.

Maximum Damage Discount Amount/Percent

Sets the maximum percent allowed for a Damage Discount.

A whole number greater than or equal to 0 and less than or equal to 100 of the selling price of the item.

Price Adjustment
The price adjustment feature provides the ability for the system to adjust the price of an item that has been reduced after it was purchased The Price Adjustment Time Limit parameter defines the time frame, in days, in which a transaction is eligible for price adjustment

Parameter Name Enable Price Adjustment

Price Adjustment Time Limit

Transaction Retrieval Location

Description Determines if the functionality is available or not Yes or No determines if the Price Adjustment button is enabled or disabled. Defines the time frame within which a transaction is eligible for price adjustment. A system configuration that determines where transactions for customer history or return with receipt or gift receipt are retrieved. This configuration also determines where the system searches when search criteria are entered to find a transaction for return. This is a hidden configuration.

Valid Values Yes No

1 to 365 days after purchase Locally Onlysearch in store database only Centrally first then Locally Search the corporate DB first. If no results are returned, then search locally. Centrally Onlysearch in central database only. Default is Locally Only 1-600 seconds Default is 19 seconds

Timeout for Central Transaction Retrieval

This system setting determines the number of seconds the POS system waits to receive a response from Central Office.

Thank You

POS Options

To be covered..
Special Order House Account Reprint Receipt Till Functions Manager Gift Card Gift Certificate Redeem

Special Order
A special order is a type of transaction used to sell items that are not currently available 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

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

Pick List To Print Special Orders with New Status. Modify > Picklist A list of orders is displayed. Print the desired order.

Fill
Order Number Pending

Fill

Customer

Order List

Edit Location

Print

Date Range

Filled

Pickup
Order Number Pending

Pick Up

Customer

Order List

Pick Up

Pay Remaining Balance

Date Range

Cancel

Refund Amount

 Cancel Order View Order

Parameter Name Special Order Deposit Percent

Description Determines the percentage of the transaction balance due, including taxes, which must be paid as a deposit when a special order is created. The maximum number of matches to display. Can the customer pickup partial orders? Determines the number of receipts to print for Special Order Cancel transactions. Applies to Store and Customer copies. If multiple copies already print for this transaction type (ex. 1 Store Copy, 1Customer Copy and 1 Merchandise copy) then multiply that number (3) by the value of this parameter. So if 3 copies currently print and this parameter is set to 2: 6 receipts will print. 2 Store, 2 Customer and 2 Merchandise copies.

Valid Values 0 to 100 percent

Order Maximum Matches Number Order Partial Pickup Special Order Cancel Receipt Print Control

0 999 Yes No 0-5

Special Order Complete Receipt Print Control

Determines the number of receipts to print for Special Order Complete transactions. Applies to Store and Customer copies. If multiple copies already print for this transaction type (ex. 1 Store Copy, 1Customer Copy and 1 Merchandise copy) then multiply that number (3) by the value of this parameter. So if 3 copies currently print and this parameter is set to 2: 6 receipts will print. 2 Store, 2 Customer and 2 Merchandise copies. Determines the number of receipts to print for Special Order transactions. Applies to Store and Customer copies. If multiple copies already print for this transaction type (ex. 1 Store Copy, 1Customer Copy and 1 Merchandise copy) then multiply that number (3) by the value of this parameter.

0-5

Special Order Receipt Print Control

0-5

So if 3 copies currently print and this parameter is set to 2: 6 receipts will print. 2 Store, 2 Customer and 2 Merchandise copies. Manager Override for Security Allows flexibility to not have to do manager Access overrides on some functions that are common occurrences or situations where it is never allowed, regardless of manager override.

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

Reprint Receipt
Last Transaction Search Using transaction Number Ability to Print both Original and Gift Receipt

Print Receipts

Enables/Disables receipt printing.

Yes No

Verify Register ID on Reprint Receipt

If the parameter is set to Yes, then a User is only allowed to reprint a receipt at the register upon which the transaction is completed. If set to no, the transaction can be printed on any register within the store.

Yes No