Create a retail case

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Create a retail case to request support for issues in your retail organization.

    Before you begin

    Role required: sn_retail.associate, sn_retail.support_agent​, or sn_retail.manager​

    Procedure

    1. Navigate to All > Retail Service Management > Retail Cases > Create New.
    2. Fill in the following fields.
      FieldsDescription
      Number Numerical code indicating the case number for this request.
      Requested by Internal user associated with this request.
      Requesting Retail Organization Retail organization this request is being created for.
      Supporting Retail Organization Retail organization responsible for fulfilling this request.
      Short description A short description of this request's purpose.
      Description A detailed description of this request's purpose.
      Opened The date and time at which this request was opened.
      Priority Sequence in which this case must be resolved, based on impact and urgency.
      Assignment group The associated assignment group responsible for working on this request.
      Assigned to The person primarily responsible for working on this request.
    3. Click Submit.