Components installed with Retail core overview
Several types of components such as tables, user roles, and business rule are installed when you activate the Retail Core.
Tables installed with Retail Core
| Table name | Description |
|---|---|
| Retail Task sn_retail_task |
Stores information about the task details. |
Base roles installed with Retail Core
For information on configuring these roles for retail, see Assign roles to Retail users.
| Role | Description | Contains roles |
|---|---|---|
| sn_retail.associate | Create, review, comment on, update, and resolve retail cases where the agent acts as a contributor or fulfiller at their location. |
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| sn_retail.support_agent | Creates, updates, resolves, and tracks retail cases across organizations at the system level. |
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| sn_retail.manager | Manages members and responsibilities, and oversees all retail cases for the location and its hierarchy, acting as either a contributor manager and a fulfilling manager. |
|
Base roles installed with Retail Core
For information on configuring these roles for retail, see Assign roles to Retail users.
| Role | Description | Contains roles |
|---|---|---|
| sn_retail.associate_contributor | Create, review, and comment on retail cases for the location in which the user is associated. |
|
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sn_retail.associate_fulfiller |
Creates, updates, and resolves retail cases associated with the location in which the user is associated. |
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| sn_retail.support_agent | Creates, updates, resolves, and tracks retail cases across organizations at the system level. |
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| sn_retail.manager_contributor | Creates, reviews, and monitors all retail cases for the location and hierarchy for the location in which the user is associated. |
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| sn_retail.manager_fulfiller | Creates, updates, and resolves retail cases for the location and hierarchy in which the user is associated. |
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Related Party Configurations installed with Retail Core
| Name | Default responsibility |
|---|---|
| Store Associate | Location Contributor |
| Store Associate - Fulfiller | Location Agent |
| Store Manager | Location Manager Contributor |
| Store Manager - Fulfiller | Location Manager Fulfiller |
| Area Manager | Location Manager Contributor |
| Area manager - Fulfiller | Location Manager - Fulfiller |
| Regional Manager | Location Manager Contributor |
| Regional manager - Fulfiller | Location Manager - Fulfiller |
Plugins installed with Retail Core
| Name | Description |
|---|---|
|
Business Organization [com.snc.business_location] |
This plugin supports the Service Model Foundation, where the corporation does business with customers through physical channels such as stores and branches. For more information, see Configure Service Model Foundation. |
|
Customer Service [com.sn_customerservice] |
The Customer Service Management application enables you to provide service and support for your external customers using several communication channels, such as email, web, and telephone. A case is created to track the issue reported or service requested and assigned to groups or agents. Customer service agents in your organization work on the cases and resolve issues. For more information, see Customer Service Management. |
|
CIWF UI Components (sn_ciwf_ui_cmpnt) |
Includes common themes, widgets, and code artifacts for customer and industry workflow applications. |
Table installed with Retail task
| Field | Example |
|---|---|
| Name | RT00001 |
| Subject | HQ creating a task to verify store tasks |
| Description | Verify if stores have completed tasks as per instructions |
| Requested by | HQ Agent |
| Due date | 1 week from now (date/time) |
| Priority | Critical/High/Medium/Low |
| Assigned to | HQ Agent |
Business rules installed with Retail Core
| Business rule | Table | Rule criteria | Description |
|---|---|---|---|
| Add manager member for retail org | sn_customer_service_organization | After update or insert | Assigns the sn_retail.manager role to the user added as a manager in a retail organization. |
| Restrict SO update | sn_retail_organization | Before update | Restricts the user from updating the Organization Core field in the Retail Organization [sn_retail_organization] table. |
| Hide multistore child cases | sn_retail_case | Before Query | Filters retail cases whose parent's child case creation state is either none or Completed successfully. |