Clone a store plan

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Clone an existing store plan to create a new store plan that includes the items, conditions, and hierarchy.

    Antes de Iniciar

    Role required: sn_rtl_hq_ops.agent, sn_rtl_hq_ops.agent_manager, sn_rtl_hq_ops.location_manager

    Por Que e Quando Desempenhar Esta Tarefa

    When you clone a store plan, the system creates a new store plan with a unique record number and opens the cloned store plan in a new tab. The system creates the new store plan in Draft status and in the active state. The cloned store plan is also added to the store plan list.

    The cloned store plan includes the store plan items.

    Nota:
    • The Clone button is disabled if more than one store plan is selected.
    • The clone option is available only for HQ details, HQ task details, store case details, and store task details. The clone option is not available for affected retail stores or scheduled store plans.

    Procedimento

    1. Navigate to one of the following lists.
      • All > Store Plan > Draft Store Plan
      • All > Store Plan > Published Store Plan
      • All > Store Plan > All Store Plan
    2. Select a store plan by selecting the check box next to the record number.
    3. Select Clone from the Edit menu.

    Resultado

    The system creates a copy of the selected Store plan and opens the cloned store plan in a new tab.