POS: Xstore, Xoffice, Retail Insights, Employee Management

POS: Xstore, Xoffice, Retail Insights, Employee Management

This presentation provides an overview of Oracle Retail Xstore Point-of-Service, including features and architecture, as well as store back office features, reporting, employee management, and payments, presented to the Specialized team in August 2022.

POS: Xstore, Xoffice, Retail Insights, Employee Management

Safe harbor statement

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.

The development, release, timing, and pricing of any features or functionality described for Oracle’s products may change and remains at the sole discretion of Oracle Corporation.

Confidential – © 2020 Oracle Restricted

Oracle Confidential – Restricted3

Agenda

1

2

3

Introductions

Customer Data

Point Of Sale

4 Reporting / Analytics

5 Employees

6 Payments

7 Product, Pricing & Promotions

8 Wrap Up

Oracle Confidential – Restricted4

Agenda

1

2

3

Introductions

Customer Data

Point Of Sale

4 Reporting / Analytics

5 Employees

6 Payments

7 Product, Pricing & Promotions

8 Wrap Up

Oracle Confidential – Restricted5

Agenda

1

2

3

Introductions

Customer Data

Point Of Sale

4 Reporting / Analytics

5 Employees

6 Payments

7 Product, Pricing & Promotions

8 Wrap Up

9/7/22Oracle Confidential – Internal/Restricted/Highly Restricted6

Proven ability to handle Retail Reality

Copyright © 2022, Oracle and/or its affiliates. All rights reserved. 7

250,000+ POS Global ly

50+ Brands, 1500+ Stores

in a Single Xoffice

1000+ Items in a Single Transaction

36,000 Reg isters

3650 Stores

500+ mil l ion Transac tions

50,000+ Stores Global ly

300+ Retailers running Xstore

94+ Countries around the globe

2M+ SKU in single produc t f i le

1,200 reg isters in a single store

250+ mobile in a single store

One Customer

Oracle Retail Xstore Point-of-Service Proven Results

Copyright © 2021, Oracle and/or its affiliates. All rights reserved. 8

50,000+ Stores 94+ Countries300+ Retailers250,000+ POS

No. of Devices per

store cultural centre/museum gift shop/services counter 5 Stores, 12 Registers

50+ PoS Flagship Store

London

350+ Mobile devices in Paris flagship,

380 stores in 30 countries

150+ PoS at Flagship

Average 30 tills per store, 229 stores

20 PoS & 80 mobile Dubai Mall (largest shoe

shop in the world 96,000sq ft.)

High Volume Transactions 700+ Stores

242m Transactions p.a. 325+ Stores

40m Transaction p.a.

3,650+ stores, 510m Transactions

p.a.

425+ stores, 25m transactions p.a.

1,000+ stores, 85m Transactions p.a.

Number of Stores

300+ Stores, UK & USA Pilot live within 6

months

33 Countries

1,800+ stores installed on single Instance of Xoffice

29 Countries

3,500+ Stores

23 Countries Across 9 Brands

8,000+ stores global

12 brands Global 440 Stores

16 countries

Number of Countries

41 Countries 1,300 Stores

28 Countries 300+ Stores

Confidential – © 2022 Oracle Internal/Restricted/Highly Restricted9

Ultimate Flexibility

Thin / Classic POS

Tablet POS

Handheld POS

Xstore Office

Headless (Xservices)

Full Xstore capabilities for POS & Back Office Including Offline operation & Training Modes

Powered by the Xstore core framework, the “Thin-

client” tablet runs on Windows,

Android and iOS with Full Capabilities

Powered by the Xstore core framework, the “Thin-client”

mobile runs on both Android and iOS

Café Layout User Interface which enables a large ‘Pre-set’ keyboard for use as a Café PoS

Self Service To avoid queues at a manned Xstore POS, Xstore has a Self- Checkout (SCO) mode

Copyright © 2021, Oracle and/or its affiliates10

• One Common Data Model

• One Common Operational Workflow

• One Common Set of Business Logic

• One Common Code Base

• Code Once, Run Anywhere

Top Business Priorities

Employee/customer health & safety

Work-from-anywhere

Digital customer experiences

Resilient and agile supply chains

Real-time scenario planning

Sustainability

Industry-specific needs

Single Code Base

Handheld

Tablet

Café Layout

Thin UI / Classic

Self Service

Copyright © 2022 Oracle and/or its affiliates11

• Ensures Offline Availability

• Ensures Data Protection

• High Availability for all devices

• Minimal store footprint

How components interact together

Replication

Store Lead

App ServerPrimary Data Source

https https

XStore Office Cloud

https https

SERIES Xstore PoS Mobile First: The IP Enabled Store

Xstore is designed for Store Mobility and can be run on various different types of Hardware. It provides the ability to connect to: • Fixed Peripherals • IP Printers • IP Cash Drawers • IP PED’s (Pin Entry Devices) • Bluetooth Scanners • Bluetooth PED’s

In conjunction with EFTLink Xstore is designed to provide:

• Printer Sharing • PED Pooling

Store Network Fixed or Wireless

SERIES Xstore Suite Xstore PoS: Rich Features Set

Omnichannel 70+ Journey's Delivery, Pickup, Same Store Pickup, Work Orders, Web & Store Initiated …

Smart Engagement 360 Customer View Endless Attributes, Key Transaction Detail, Member Groups …

Xcommerce Blur the lines between digital & physical

Basics Rich set of transaction types Sales, Returns, Send, Orders, Pre-sale, Hold, Warranty, Registry …

Inventory Enable Accurate Inventory

Back Office Ops Embedded Store Operations

IP Enabled Store Flexible Peripherals

One Build Central Configuration + Deployment

Xstore Point of Service R i c h F e a t u r e S e t

SERIES Xstore Suite Architecture Architecture Model: Temporary Store

Event Store Extended Store

• Store used on a one-off basis

• Requires separate store number

• Utilizes own Inventory

• Fixed duration of operation

• Location used on an extended time period – Holiday, promotional event

• Utilized for full pop-up activities – new location each time, parties, showers etc.

• Utilizes a Parent physical store • Shares store number • Has shared inventory & reporting

Standalone One-off Events Temporary Location associated with a parent store

Oracle Confidential – Restricted16

Agenda

1

2

3

Introductions

Customer Data

Point Of Sale

4 Reporting / Analytics

5 Employees

6 Payments

7 Product, Pricing & Promotions

8 Wrap Up

SERIES Xstore Suite Architecture Architecture: Service/API Based

Consumer Engagement Customer Services

(I.e. Add/Edit/View Consent, Notes, Contact Preferences,

Wish Lists)

Card Services (I.e. Loyalty Sign Up)

Attribute Services (I.e. Demographics)

Registry Services (i.e. Gift List)

Task Services (Tasks, Appointments)

Loyalty Account Services

Customer Loyalty & Awards

Retail Extensions

Omni-Channel Orders

Card Payment Services (PSP)

Gift Card Services

Sales Extended Commerce

(External Basket into POS)

Item Lookup (URL to Website Info)

Digital Cart (I.e. Abandoned Basket

from E-Commerce)

Payment Services Omni-Channel

Key:

Pre-Integrated 3rd Party Services

3rd Party

QAS Address Lookup

Global Blue Tax Free

Planet Tax Free

EFTLink Credit/Debit Card Payments with 3rd Party PSP

EFTLInk Gift Card Services with 3rd Party PSP

Gift Card Services with Oracle Gift Card Cloud Service

Order Pick/Confirm (i.e. Status Updates)

Omni-Channel Orders (Collection, Delivery)

Order Collection

Order Delivery Loyalty E-Award Services

Loyalty Entitlement Services

Deals & Promotions

Targeted Promotion Eligibility

Single Use (Serialised) Coupon Eligibility

Fiscal Integration (Hardware/Software)

External Tax Engine (I.e. Vertex)

Web Returns

External Inventory (I.e. SIOCS or 3rd Party)

Oracle Confidential – Restricted19

Agenda

1

2

3

Introductions

Customer Data

Point Of Sale

4 Reporting / Analytics

5 Employees

6 Payments

7 Product, Pricing & Promotions

8 Wrap Up

SERIES Xstore PoS Store Administration Features: Back Office Menu

C as

h M

an ag

em en

t

• Till/Drawer Management • Floats, Cash Pickup, Cash Transfer, Mid-Day Deposit, Spot- Check, Count (Cash-Up) & Reconcile.

• Safe Management •Safe Open/Close, Safe Cash Deposit, Safe Reconciliation, Safe Audit & Banking (Bank Deposit).

• Open/Close •Open Store, Close Store & Force Close Register, Change Business Date, Check for Updates & Refresh Promotions

• Till Options •Change Float, No Sale, Paid In, Paid Out, Post Void, Tender Exchange & Foreign Currency Maintenance.

In ve

n to

ry M

an ag

em en

t • Receiving•ASN, Transfer, Replenishment, Order & Special Order.

• Shipping •Store Transfer, Return, Repair, Return to Vendor, Call Back & Sale

•Inventory Adjustments • Inventory Replenishment • Item Transfer • Item Replenishment • Inventory Locations • Print Shelf Labels/Tickets • Serial Number Exchange • Inventory Counting •Store Layout Maintenance & Inventory Count • Inventory Reports

• Customer Maintenance • Layaway Maintenance • Special Order Maintenance • Gift Registry • Balance Inquiry •Gift Card, Gift Certificate, Gift Receipt, Loyalty Balance & Store Credit Balance

• Invoice Options • Invoice Search & Issue Tax Free Invoice

• Orders • Order Maintenance, Order

Status Report, Order Worklist & Unfulfillable Order Status

• Work Orders • Work Order Maintenance,

Receive Work Orders, Ship Work Orders, Work Order Invoicing & Invoice History

C u

st o

m er

M an

ag em

en t • Employee Management

•Associate Advance, Employee Borrow & Employee Maintenance

• Scheduling Maintenance •Employee Schedule, Maintain Time-Off & Shift Maintenance

• Time and Attendance •Payroll & Timecard Maintenance & Regenerate Payroll File

• Message Maintenance

• Associate •Associate Tasks, View Schedule, View Scheduled Employees, View Timecard & Change PasswordA

ss o

ci at

e &

E m

p lo

ye e

M an

ag em

en t

R ep

o rt

in g

• Dashboard

• Daily Sales Reports

• Sales Analysis Reports

• Store Accounting Reports

• Product Oriented Reports

• Order Tracking Reports

• Layaway Reports

• Labour Management

• Inventory Reports

• Customer Reports

• Store Locations Reports

• Gift Registry Report

• Wish List Report

• Pick List Report

• Airport Report

• Country Pack Reports

SERIES Xstore PoS Store Administration Features: Back Office Menu

C as

h M

an ag

em en

t

• Till/Drawer Management • Floats, Cash Pickup, Cash Transfer, Mid-Day Deposit, Spot- Check, Count (Cash-Up) & Reconcile.

• Safe Management •Safe Open/Close, Safe Cash Deposit, Safe Reconciliation, Safe Audit & Banking (Bank Deposit).

• Open/Close •Open Store, Close Store & Force Close Register, Change Business Date, Check for Updates & Refresh Promotions

• Till Options •Change Float, No Sale, Paid In, Paid Out, Post Void, Tender Exchange & Foreign Currency Maintenance.

In ve

n to

ry M

an ag

em en

t • Receiving•ASN, Transfer, Replenishment, Order & Special Order.

• Shipping •Store Transfer, Return, Repair, Return to Vendor, Call Back & Sale

•Inventory Adjustments • Inventory Replenishment • Item Transfer • Item Replenishment • Inventory Locations • Print Shelf Labels/Tickets • Serial Number Exchange • Inventory Counting •Store Layout Maintenance & Inventory Count • Inventory Reports

• Customer Maintenance • Layaway Maintenance • Special Order Maintenance • Gift Registry • Balance Inquiry •Gift Card, Gift Certificate, Gift Receipt, Loyalty Balance & Store Credit Balance

• Invoice Options • Invoice Search & Issue Tax Free Invoice

• Orders • Order Maintenance, Order

Status Report, Order Worklist & Unfulfillable Order Status

• Work Orders • Work Order Maintenance,

Receive Work Orders, Ship Work Orders, Work Order Invoicing & Invoice History

C u

st o

m er

M an

ag em

en t • Employee Management

•Associate Advance, Employee Borrow & Employee Maintenance

• Scheduling Maintenance •Employee Schedule, Maintain Time-Off & Shift Maintenance

• Time and Attendance •Payroll & Timecard Maintenance & Regenerate Payroll File

• Message Maintenance

• Associate •Associate Tasks, View Schedule, View Scheduled Employees, View Timecard & Change PasswordA

ss o

ci at

e &

E m

p lo

ye e

M an

ag em

en t

R ep

o rt

in g

• Dashboard

• Daily Sales Reports

• Sales Analysis Reports

• Store Accounting Reports

• Product Oriented Reports

• Order Tracking Reports

• Layaway Reports

• Labour Management

• Inventory Reports

• Customer Reports

• Store Locations Reports

• Gift Registry Report

• Wish List Report

• Pick List Report

• Airport Report

• Country Pack Reports

SERIES Xstore PoS Back Office Menu: Reports

Daily Sales Reports

• Flash Sales Summary Report • Flash Sales by Department Report • Flash Sales by Hour Report • Flash Sales by Employee Report

• Daily Sales Report • Daily Sales and Cash Report

Layaway Reports

• Layaway Aging Reports • Layaway Account Activity Reports

Sales Analysis Reports

• Employee Productivity Report • Sales by Hour Report • Sales by Department Report • Sales by Department and

Employee Report • Sales by Hour Analysis Report • Tax Exemption Report • Journal Report • Line Void Report • Post Void Reports • Transaction Cancel Reports • Price Override Report • Suspended Transaction Reports • Sales Goals Report • Merchandise Sales Analysis

Report

Store Accounting Reports

• Drawer Reconciliation Report • Associate Reconciliation Report • Cash Drawer Audit Report • Cash Drawer Report • Paid In/Paid Out Report • No Sale Report • No Sale Report • Credit Card Report • Gift Certificate Report

Product Oriented Reports

• Best Sellers Report • Returned Merchandise Report • Price Change Report

Dashboard

• Sales Dashboard

Order Tracking Reports

• Special Orders Report • Order Status Report • Unfulfillable Order Status Report

Labour Management Reports

• Payroll Reports • Posted Timecard Report • Open Timecard Report • Employee Performance Report • Employee Schedule Report • Employee Time Off Summary

Report • Employee Tasks Report

Inventory Reports

• Inventory Movement Report • Inventory Stock Cost Report • Shipping/Receiving Exception

Reports • Shipping Manifest Report • Receiving Report • Restock Report • Item List Report • Inventory Movement Pending Report • Inventory Movement History Report • Inventory Adjustment Report • Open Product Request Summary

Report • Replenishment Product Request

Report • Replenishment Order Worksheet • Shelf Labels • Store Layout • Inventory Count Sheet • Inventory Count Variance Reports

Other Reports

• Store Locations Report

• Gift Registry Report

• Wish List Report

• Pick List Report

• Airport Sales Tax Report

Country Pack Reports

• Daily Report • Invoice Report

Xstore Office Only Reports

• Stock Valuation • Period Weighted Average Cost

(PWAC) • Weighted Average Cost (WAC)

• Airport Authority Report

Customer Reports

• Customer List Report • Loyalty Account History Report • Customer Account Activity Summary

Report

24 Confidential – © 2020 Oracle Restricted

Oracle Retail Insights

ü How are my stores performing?

ü How is my merchandise performing?

ü How are my people performing?

ü What trends exist in my stores throughout the day?

ü How can we exploit these insights?

Oracle Confidential – Restricted25

Agenda

1

2

3

Introductions

Customer Data

Point Of Sale

4 Reporting / Analytics

5 Employees

6 Payments

7 Product, Pricing & Promotions

8 Wrap Up

SERIES Xstore PoS Store Administration Features: Back Office Menu

C as

h M

an ag

em en

t

• Till/Drawer Management • Floats, Cash Pickup, Cash Transfer, Mid-Day Deposit, Spot- Check, Count (Cash-Up) & Reconcile.

• Safe Management •Safe Open/Close, Safe Cash Deposit, Safe Reconciliation, Safe Audit & Banking (Bank Deposit).

• Open/Close •Open Store, Close Store & Force Close Register, Change Business Date, Check for Updates & Refresh Promotions

• Till Options •Change Float, No Sale, Paid In, Paid Out, Post Void, Tender Exchange & Foreign Currency Maintenance.

In ve

n to

ry M

an ag

em en

t • Receiving•ASN, Transfer, Replenishment, Order & Special Order.

• Shipping •Store Transfer, Return, Repair, Return to Vendor, Call Back & Sale

•Inventory Adjustments • Inventory Replenishment • Item Transfer • Item Replenishment • Inventory Locations • Print Shelf Labels/Tickets • Serial Number Exchange • Inventory Counting •Store Layout Maintenance & Inventory Count • Inventory Reports

• Customer Maintenance • Layaway Maintenance • Special Order Maintenance • Gift Registry • Balance Inquiry •Gift Card, Gift Certificate, Gift Receipt, Loyalty Balance & Store Credit Balance

• Invoice Options • Invoice Search & Issue Tax Free Invoice

• Orders • Order Maintenance, Order

Status Report, Order Worklist & Unfulfillable Order Status

• Work Orders • Work Order Maintenance,

Receive Work Orders, Ship Work Orders, Work Order Invoicing & Invoice History

C u

st o

m er

M an

ag em

en t • Employee Management

•Associate Advance, Employee Borrow & Employee Maintenance

• Scheduling Maintenance •Employee Schedule, Maintain Time-Off & Shift Maintenance

• Time and Attendance •Payroll & Timecard Maintenance & Regenerate Payroll File

• Message Maintenance

• Associate •Associate Tasks, View Schedule, View Scheduled Employees, View Timecard & Change PasswordA

ss o

ci at

e &

E m

p lo

ye e

M an

ag em

en t

R ep

o rt

in g

• Dashboard

• Daily Sales Reports

• Sales Analysis Reports

• Store Accounting Reports

• Product Oriented Reports

• Order Tracking Reports

• Layaway Reports

• Labour Management

• Inventory Reports

• Customer Reports

• Store Locations Reports

• Gift Registry Report

• Wish List Report

• Pick List Report

• Airport Report

• Country Pack Reports

Oracle Confidential – Restricted28

Agenda

1

2

3

Introductions

Customer Data

Point Of Sale

4 Reporting / Analytics

5 Employees

6 Payments

7 Product, Pricing & Promotions

8 Wrap Up

SERIES Xstore PoS: EFTLink Integration Remove PoS from PCI Scope with EFTLink

Payment Device

ORACLE XSTORE

Point of Service Application

Acquiring Platform

Merchant’s Bank

EFTLink

Oracle Solutions Partner Solutions Acquirers & Banks

Connectivity • Serial • USB • Wi-Fi • Cat5

Card Issuers

GatewayPayment Application

PSP Dependent

SERIES Xstore PoS: EFTLink Integration Maximise Mobility with PED Pooling

The EFTLINK Server (PED Pooling) allows to connect as many POS as desired to as many payment gateways – it maintains a map of available

payment gateway and exposes them to the POS.

P S

P P

S P

Bluetooth

Serial /IP

E F

T L

IN K

S erver

PSP Dependent

PSP Cores / OPI Framework

Oracle Payment Interface (OPI) is a payment card-processing interface that integrates with the Oracle Hospitality Point-of-Sale (POS), OPERA, Suite 8 (PMS) and Retail (POS) systems. It defines a standard interface that partner payment service providers can implement to provide credit card processing functionality to Oracle Hospitality OPERA, POS and also Oracle Retail Point of Sale (POS) Systems.

Validated OPI Partner Cores

Validated Partner Cores

TLG SolveConnect

SERIES Xstore PoS: EFTLink Integration PED’s: Digital Wallets through QR Scanning

Payment via Customers Phone using Payment Method App.

The Customer will select the Alipay App on their Mobile Device and then select ‘Scan’ to scan the Barcode on the PED to confirm the payment and amount.

.

Alipay App is Selected

Barcode from PED is

scanned via Alipay app

POS emerging payment types

XSTORE POS

EFTLINK

Adyen PIN Entry

Device

Adyen Back End

Processing

1

2

3 4

5

6

Emerging Payments

Support Multi-Payment Cores

Oracle Confidential – Restricted35

Agenda

1

2

3

Introductions

Customer Data

Point Of Sale

4 Reporting / Analytics

5 Employees

6 Payments

7 Product, Pricing & Promotions

8 Wrap Up

Oracle Confidential – Restricted36

Agenda

1

2

3

Introductions

Customer Data

Point Of Sale

4 Reporting / Analytics

5 Employees

6 Payments

7 Product, Pricing & Promotions

8 Wrap Up


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