Configuration overview

1. Activate Retail Core

   Users with the admin role can install the Retail Core application.

2. Assign roles to Retail Core users

   Assign specific roles to give retail users visibility into organizations and the hierarchies they manage.

3. Configure related party configurations for retail staff

   Configure the responsibilities of your retail staff by linking related party entity responsibilities to responsibility definitions.

4. Create a retail organization

   Create a retail organization to enable management of hierarchical stores and franchises that simplifies store associate management.

5. Add members to a retail organization

   Add members to your organization to enable them to view and complete tasks within your retail organization.

6. Configure your organizational structure

   Configure the structure of your retail organization within Retail Core.

7. Set up your retail support team

   Set up your retail support team by creating a group then assigning the sn_retail.support_agent role to members of that group.

8. Configure Playbooks for Retail Core

   Retail Core

9. Configure Omnichannel communications for Retail Core

   Retail Core users can meet customers where they feel most comfortable by providing omnichannel support.

10. Configure Case Management for Retail Core

    Retail Core users can create retail cases as needed while utilizing case management from Customer Service Management.

11. Configure Business Location Service Portal for Retail Core

    Retail Core users can utilize the Business Location Service Portal to create and close retail case support requests.

12. Configure Work Orders for Retail Core

    Retail Core users can create work orders from their retail cases using the CSM/FSM Configurable Workspace.