0
3.4.0
Australia, Zurich
Standalone Application
The Retail Playbook for Store Plan enables headquarters (HQ) and regional managers to create structured operational plans with tasks and cases, linked to store locations and schedules.
- Retail Store Plan provides a centralized way to plan, schedule, manage and track operational work across multiple stores. It gives headquarters and regional teams full visibility into planned activities while simplifying execution for store teams
- The HQ Communications playbook enables business users define plan details, including HQ and store cases, tasks, and questionnaires. They can select target stores and a schedule, and let the system generate the corresponding records automatically.
- New
- Integrating questionnaire results UIB page opened via related list query.
- Demo data for Store Plan Authoring and Tracking workflows included.
The following plugins are installed with the Retail Playbook for Store Plan application:
- Playbooks for Customer Service Management (com.sn_csm_playbook)
- Task Plan Template Playbook Activities (com.sn_tsk_plan_pb_act)
- PWM Playbook Activities (com.sn_pwm_pb_act)
- Retail Core (com.sn_retail_core)
- Retail HQ Operations (com.sn_rtl_hq_ops)
Role required to install the application: Administrator (admin)