9/9/2019

SAP Customer Checkout Features

Overview
Generated on: 2019-09-09

SAP Customer Checkout | 2.0.8

PUBLIC

Warning

This document has been generated from the SAP Help Portal and is an incomplete version of the official SAP product
documentation. The information included in custom documentation may not re ect the arrangement of topics in the SAP Help
Portal, and may be missing important aspects and/or correlations to other topics. For this reason, it is not for productive use.

For more information, please visit the SAP Help Portal.

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About this Document

This document is designed to give you a high-level overview of all features supported in SAP Customer Checkout and SAP
Customer Checkout manager.

The features are divided into the following sections:

Features in UI mode Retail

Features in UI modes Table Service and Quick Service

Payment related features

Print related features

Non-sale related features

Features in SAP Customer Checkout manager

Features in UI Mode Retail

The following features are supported in UI mode Retail:

Select customers and articles

Touch, scan, keyboard typing, search

Selling sets

Example: a set consists of a cola and a vegetarian burger

Selling generic articles

Example: a customer can select one out of four drinks and one out of three pizza to buy within a set

Selling vouchers (gift cards)

Top up vouchers (gift cards)

Example: voucher has only one Euro left and you can add another 50 Euro to the same voucher

Change sales item properties

Change quantity, unit price, tax rate, description, warehouse, sales person, cashier, comment, note

Permission handling supported

Barcode/ GTIN dialog

When entering articles with a duplicate barcode on the SALES screen, the user can choose the right article

Search for data

Examples: customers, articles, receipts, day-end closings

Item and header discount

Select return reason from a con gurable list

Permission handling supported

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Cancel sales item and receipt

These are never physically deleted but marked as aborted for tracking and auditing purpose

Permission handling supported

Central parking of receipts

To park from one POS system and continue in another POS system

Stock management: overview from SAP ERP system

Example: The cashier wants to know the stock from another point-of-sale location

Return sales item or complete receipt

Select return reason from a con gurable list

Batch and serial numbers: manual assignment

Batch and serial numbers: automatic assignment

Cash payment control

Take action (inform, or block) if cash payment beyond a limit is paid by the customer.

Cash payment control

Inform cashier if there is too much money or too less money in the cash box.

Quick selection menu for common articles

De ne a tree design menu with often used articles or articles without barcode for fast access.

Create customers from SAP Customer Checkout into the SAP ERP system

Fetch only limited articles from SAP ERP system

Only articles assigned to a pricelist are fetched.

Unit of Measure (UoM) based pricing

Same article but different UoMs have different prices

Multiple price list and usage of speci c price list

Speci c customers have special pricelists or change pricelist on the y

Period based pricing

Example: price of an article is different during Christmas season.

Maintained in the SAP ERP system (SAP Business One) and fetched into SAP Customer Checkout during
synchronization jobs

Volume based pricing

Example: price for quantity above ten is ve Euro where normal price is six Euro.

Maintained in the SAP ERP system (SAP Business One) and fetched into SAP Customer Checkout during
synchronization jobs

Customer/ customer group special price

Example: employees get a special price compared to retail customers.

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Maintained in the SAP ERP system (SAP Business One) and fetched into SAP Customer Checkout during
synchronization jobs

Discount based on article/ article group/ customer/ customer group

Maintained in the SAP ERP system (SAP Business One) and fetched into SAP Customer Checkout during
synchronization jobs

Pay open AR invoices and AR reserve invoices

Open invoices from SAP Business One can be paid in SAP Customer Checkout, including partial payments.

Pay open down payments

Open down payments from SAP Business One can be paid in SAP Customer Checkout, including partial payments.

Creating AR reserve invoice

Instead of AR invoice, create AR reserve Invoice in SAP Business One

Creating AR reserve invoice and delivery

Select quantities for each sales item that are delivered

Omni Channel: sales order/ sales quotation

Fetch sales order/ sales quotation from SAP Business One and continue in SAP Customer Checkout

Features in UI Modes Table Service and

Quick Service
The following features are supported in UI modes Table Service and Quick Service:

Touch enabled and faster sales process

Select customers and articles

Touch, scan, keyboard typing, search

Change sales item properties

Change quantity, unit price, tax rate, description, warehouse, sales person, cashier, comment, note

Permission handling supported

Selling sets

Example: set consists of a cola and a vegetarian burger

Selling generic articles

Example: customer can select one out of four drinks and one out of three Pizza to buy within a set

Automatic set nding

Selling vouchers (gift cards)

Top up vouchers (gift cards)

Example: voucher has only one Euro left and you add another 50 Euro to the same voucher.

Table management: select table for customer

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Table management: table overview

Overview of all tables or table owned by other serving staff

Table management: change owner of a table

When the shift is ending for the serving staff, the serving staff can handover the table to another.

Table management: move table

When the customer wants to change the table; Example: the customers shifts from outside to inside because it
started to rain.

Cancel sales item or receipt

These are never physically deleted but marked as void for tracking and auditing purpose.

Permission handling supported

Print in multiple printers

Example: food items are printed in the kitchen printer and drinks are printed in the bar printer.

Select course for meals

Example: bring the drinks rst, soup second, main course third, and dessert last.

Add additional text for sales item

Example: customer wants extra spicy burger

Enter one-time customer

Example: entering customer details without creating customer master data.

Preliminary print

Print before the transaction is completed

Change payment

Change payment after the transaction is completed.

Return receipt

Split and merge

Various combinations are allowed.

Example: split by a xed number (for two people), or speci c sales item or individual sales item.

Tip management: non-tracked tip handling

The system does not keep a track of the tip amount collected but during day-end closing process allows serving
staff to enter and cash-out tip.

Tip Management: tracked tip handling

The system keeps a track of the tip amount collected and during day-end closing process, proposes amount fortTip
that serving staff can withdraw.

Expense handling

Example: serving staff buys a box of cigarette for customer by paying from the serving staffs' wallet.

Quick selection

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In quick selection you design how the SALES screen article selection area looks like.

Quick selection based on roles and users

Example: sales manager sees a different user interface design than the cashier.

Pricelist based on roles and users

Example: same POS system is used in different events or different areas in same event. And different roles shall sell
in different prices.

Apply coupons

Example: employees get one food item for free or ve Euro discount on receipt level.

Reduced tax assignment to sales item

Example: in some countries, if you take food sales items for delivery, you pay a reduced tax amount.

Reduced tax assignment to receipt

Example: in some countries, if you order for delivery, you pay a reduced tax amount.

Switch between UI mode Table Service and Quick Service

Example: user A uses the POS system in UI mode Table Service while user B, uses the POS system in UI mode Quick
Service.

Automatic logout or screen lock based on role, user, POS System, or transaction

Example: after every transaction, system should be locked.

Fast login for cashiers

Create loyalty management users

For existing customers or without reference to customer master data.

Collect loyalty points

Pay with loyalty points

Payment Related Features

The following payment related features are supported:

Cash payment

Print last receipt

Dublicate receipt print

Print of vouchers

Print of cash transaction

Print of day-end closing

Print of quick sales report for POS system

Example: manager walks in and wants a print out of revenue gures.

Basic print changes using con guration

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Example: upload and print logo, speci c message

Advanced print change

By adapting print templates; Example: display a new eld

Print foreign language description

Example: legal requirement in some countries in MENA region

Dual language print

Example: legal requirement in some countries in MENA region

Non-Sale Related Features

The following non-sale related features are supported:

Time recording

Punch-in and punch-out

Cash transaction - cash-in and cash-out

Example: bring money from safe to a cash box

Cash transaction – pay-in and pay-out

Example: pay from cash box for company car fuel

Day-end closing - manual process

Count cash in all con gured currencies, credit card, vouchers

Day-end closing - automatic process

Day-end closing - cash balancing transaction

Cashier counted 100 Euro, the POS system expects 110 Euro. This means, the cash balancing is -10 Euro.

Posting day-end closing to SAP Customer Checkout manager

Fetch only limited articles from SAP ERP system

Only articles assigned to a pricelist are fetched.

Stock management: overview from SAP ERP system

Example: the cashier wants to know the stock from another point-of-sale location.

Permission handling

At role and user level

Inheritance of permissions

A user or a role can inherit permissions from a parent role. Own permission will overwrite inherited permissions.

Super user credentials

In case of missing permissions (e.g. give discount) a user with the permission can enter the credentials for this
action.

Reporting in SAP Customer Checkout

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Deletion of test data

Import vouchers from CSV le

Con guration export and import

Pre x change tool

Example: when you have 500 POS systems, and you copy from a master image and change the pre x of each POS
system.

Restore tool

Example: when your system breaks-down, and you want to rapidly set-up another one from a back-up.

Back-up

Example: executes a back-up or schedules regular back-up and shutdown.

Schedule shut-down

Example: At 11 pm, all POS system are shut down after taking a back-up.

Logging and error noti cation

Forward receipts from one SAP Customer Checkout manager system to another SAP Customer Checkout manager system

Forward receipts from SAP Customer Checkout to SAP Process Orchestration

Digital signature of receipts

Legal requirement in France

Period end closing (monthly, yearly)

Legal requirement in France

Support for SAP Business One on Cloud (both partner and SAP hosted)

Includes SAP Business One Integration Framwork user assignment to SLD entry

Synchronize articles, customers, vouchers, receipts, prices, pricelist, period volume discount, buy two get one for free,
customer special prices.

Con guration

Examples: tax rates, stock locations, customer groups, return reason, discount reason

Support for EU GDPR in SAP Customer Checkout (including data privacy role)

Export receipts from SAP Customer Checkout in IDEA (Germany) or CSV format

Example: for tax office

Goods receipt (supported by SAP ERP system)

Example: SAP Business One

Stock transfer request (supported by SAP ERP system)

Example: SAP Business One

Stock transfer (supported by SAP ERP system)

Example: SAP Business One

Stock counting (supported by SAP ERP system)

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Example: SAP Business One

Stock correction (supported by SAP ERP system)

Example: SAP Business One

Purchase order creation (supported by SAP ERP system)

Example: SAP Business One

Languages: 13 languages

Features in SAP Customer Checkout

Manager
In SAP Customer Checkout manager, the following features are supported:

Create organizational structure

A hierarchical tree of POS groups and POS systems

Migration of master data

Articles, customers and users (to use SAP Customer Checkout standalone without SAP ERP system)

Articles management

To use SAP Customer Checkout standalone without SAP ERP system

Customer management

To use SAP Customer Checkout standalone without SAP ERP system

POS con guration

Article groups, currencies, tax rates, code lists

Create users and roles for POS systems and POS groups

Assign users and roles to an organizational structure

Voucher management (gift cards)

Receipt

View receipts from all POS systems in one section

Day-end closing

Includes data and reporting to identify missing receipts

Create pricelists

Assign pricelists to organizational structures, roles, and users

Upload software for distribution

Assign to organizational structure

Create quick selection

Assign to organizational structures, roles, and users

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Monitoring alerts from POS system

Example: ping every ve minutes to SAP Customer Checkout to inform that POS system is up and running

Time recording view and export

Create coupons

Example: 5% or ve Euro receipt discount

Create loyalty management accounts

Loyalty management reporting

Example: top loyalty users

Reporting in SAP Customer Checkout manager

Example: revenue, revenue per organization, revenue per cashier, revenue per article and article group, and many
more

Support for EU GDPR in SAP Customer Checkout manager (including data privacy role)

Export receipts from SAP Customer Checkout manager in IDEA (Germany) or SCV format

Example: for tax office

Languages: 13 languages

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