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SAP Customer Checkout 2.0 Feature Pack 09

Document Version: 2.0 Feature Pack 09 – end_user_info

SAP Customer Checkout Features Overview

© 2020 SAP SE or an SAP affiliate company. All rights reserved.

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Content

1 About this Document. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

2 Features in UI Mode Retail. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

3 Features in UI Modes Table Service and Quick Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

4 Payment Related Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

5 Non-Sale Related Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

6 Features in SAP Customer Checkout Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

SAP Customer Checkout Features Overview

2 PUBLIC Content
1 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

SAP Customer Checkout Features Overview

About this Document PUBLIC 3
2 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 configurable list
○ Permission handling supported
● 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 configurable 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
○ Define 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

SAP Customer Checkout Features Overview

4 PUBLIC Features in UI Mode Retail
● 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 specific price list
○ Specific customers have special pricelists or change pricelist on the fly
● 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 five 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.
○ 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

SAP Customer Checkout Features Overview

Features in UI Mode Retail PUBLIC 5
3 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
● Search for data
○ Examples: customers, articles, receipts, day-end closings
● Item and header discount
○ Select return reason from a configurable list
○ 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 finding
● 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
● 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
● 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 configurable list
● Batch and serial numbers: manual assignment

SAP Customer Checkout Features Overview

6 PUBLIC Features in UI Modes Table Service and Quick Service
● 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 first, 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 fixed number (for two people), or specific 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
○ 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 five Euro discount on receipt level.
● Reduced tax assignment to sales item
○ Example: in some countries/ regions, if you take food sales items for delivery, you pay a reduced tax
amount.
● Reduced tax assignment to receipt
○ Example: in some countries/ regions, 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

SAP Customer Checkout Features Overview

Features in UI Modes Table Service and Quick Service PUBLIC 7
 ○ For existing customers or without reference to customer master data.
● Collect loyalty points
● Pay with loyalty points
● Pay with Bluecode App

SAP Customer Checkout Features Overview

8 PUBLIC Features in UI Modes Table Service and Quick Service
4 Payment Related Features

The following payment related features are supported:

● Cash payment
● Card payment
● Payment on Credit
● Voucher 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 figures.
● Basic print changes using configuration
○ Example: upload and print logo, specific message
● Advanced print change
○ By adapting print templates; Example: display a new field
● Print foreign language description
○ Example: legal requirement in some countries/ regions in MENA region
● Dual language print
○ Example: legal requirement in some countries/ regions in MENA region

SAP Customer Checkout Features Overview

Payment Related Features PUBLIC 9
5 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 configured 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
● Deletion of test data
● Import vouchers from CSV file
● Configuration export and import
● Prefix change tool
○ Example: when you have 500 POS systems, and you copy from a master image and change the prefix
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.

SAP Customer Checkout Features Overview

10 PUBLIC Non-Sale Related Features
● Logging and error notification
● 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.
● Configuration
○ 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)
○ 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: 15 languages

SAP Customer Checkout Features Overview

Non-Sale Related Features PUBLIC 11
6 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, vouchers, 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 configuration
○ 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
● Monitoring alerts from POS system
○ Example: ping every five minutes to SAP Customer Checkout to inform that POS system is up and
running
● Time recording view and export
● Create coupons
○ Example: 5% or five 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)

SAP Customer Checkout Features Overview

12 PUBLIC Features in SAP Customer Checkout Manager
● Export receipts from SAP Customer Checkout manager in IDEA (Germany) or SCV format
○ Example: for tax office
● Languages: 15 languages

SAP Customer Checkout Features Overview

Features in SAP Customer Checkout Manager PUBLIC 13
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SAP Customer Checkout Features Overview

14 PUBLIC Important Disclaimers and Legal Information
SAP Customer Checkout Features Overview
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