---
sourceDocument: Xanadu Retail Industry
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/retail-industry

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Retail Industry

ft:clusterId :

    - rahi

bundleId :

    - rahi

workflow :

    - Customer and Industry


---

# Configuring Retail Core

# Configuring Retail Core {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Plan and configure your implementation of Retail Core.

## Configuration overview {#rahi-retail-operations-configuring__cf-config-parent-checklist}

1. [Activate Retail Core](https://servicenow-prod.fluidtopics.net/zk572o1NVGHvRCCEswGTwA "You can install the Retail Core application if you have the admin role. The application includes demo data for Retail Operations and installs related ServiceNow Store applications and plugins if they aren't already installed.")

   Users with the admin role can install the Retail Core application.
2. [Assign roles to Retail Core users](https://servicenow-prod.fluidtopics.net/4j9MCwtptmbLWnMbE~gvyA "Assign specific roles to give retail users visibility into organizations and the hierarchies they manage.")

   Assign specific roles to give retail users visibility into organizations and the hierarchies they manage.
3. [Configure related party configurations for retail staff](https://servicenow-prod.fluidtopics.net/K39DgmLASq_aUBNBi3G_4Q "Configure the responsibilities of your retail staff by linking related party entity responsibilities to responsibility definitions.")

   Configure the responsibilities of your retail staff by linking related party entity responsibilities to responsibility definitions.
4. [Create a retail organization](https://servicenow-prod.fluidtopics.net/Vo7FfnnWTCEPETGnPabl6Q "Create a retail organization to enable management of hierarchical stores and franchises that simplifies store associate management.")

   Create a retail organization to enable management of hierarchical stores and franchises that simplifies store associate management.
5. [Add members to a retail organization](https://servicenow-prod.fluidtopics.net/IJBALZBarA9dL4oLtJUcuA "Add members to your organization to enable them to view and complete tasks within your retail organization.")

   Add members to your organization to enable them to view and complete tasks within your retail organization.
6. [Configure your organizational structure](https://servicenow-prod.fluidtopics.net/2oxsmX79rpcXaOJBaHnVHg "Configure the structure of your retail organization within Retail Core.")

   Configure the structure of your retail organization within Retail Core.
7. [Set up your retail support team](https://servicenow-prod.fluidtopics.net/CKjlgvENEqD68iGhLeFT9Q "Set up your retail support team by creating a group then assigning the sn_retail.support_agent role to members of that group.")

   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](https://servicenow-prod.fluidtopics.net/63PZRbqFucpUOdCC3CUVCg "Retail Core users can use playbooks to complete the tasks and activities that are needed to resolve specific types of cases.")

   Retail Core
9. [Configure Omnichannel communications for Retail Core](https://servicenow-prod.fluidtopics.net/vr4aNKcy3OZS5dS7ME8jVw "Retail Core users can meet customers where they feel most comfortable by providing omnichannel support.")

   Retail Core users can meet customers where they feel most comfortable by providing omnichannel support.
10. [Configure Case Management for Retail Core](https://servicenow-prod.fluidtopics.net/t4vbUIgdbIghg1Ak2q1DFA "Retail Core users can create retail cases as needed while utilizing case management from Customer Service Management.")

    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](https://servicenow-prod.fluidtopics.net/F0~Nz57zk16guvddxokBWw "Retail Core users can utilize the Business Location Service Portal to create and close retail case support requests.")

    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](https://servicenow-prod.fluidtopics.net/s8mfqpAr_tc6pj_Pz9p7ww "Retail Core users can create work orders from their retail cases using the CSM/FSM Configurable Workspace.")

    Retail Core users can create work orders from their retail cases using the CSM/FSM Configurable Workspace.
{#rahi-retail-operations-configuring__ol_oxx_ncl_kcc}