Configure Work Orders for Retail Core

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • Retail Core users can create work orders from their retail cases using the CSM/FSM Configurable Workspace.

    Users with the appropriate roles initiate work orders and supply the required details for the tasks involved. Other users then assess these work orders and set up the tasks needed to complete them.

    In Retail Core, both work orders and work order tasks must be created and completed within the same retail organization.

    Work orders used in Retail Core are configured just as they are for Field Service Management.

    For information on configuring work orders, see Configuring work orders.