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Set Up and Maintain Retail Execution
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            Create a Prompt for Inventory Deviations in Consumer Goods

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            Create a Prompt for Inventory Deviations in Consumer Goods

            With the prompt template, create a prompt that shows the inventory deviations for an account. You can customize the prompt to show a summary, analytics, or both. You must activate the prompt that generates the inventory deviations on the Warehouse page.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Consider Goods Cloud, Agentforce for Consumer Goods and the required add-ons.
            User Permissions Needed
            To create and manage prompt templates in Prompt Builder: Prompt Template Manager

            Turn on Einstein generative AI in Setup. See Set Up Einstein Generative AI.

            Turn on Einstein generative AI in Retail Execution Settings from Setup. See Enable Einstein Generative AI in Consumer Goods Cloud.

            To create an inventory deviations prompt:

            1. In Setup, find and select Einstein Generative AI.
            2. Select Prompt Builder, and then select New Prompt Template.
            3. Select Record Summary as the prompt template type.
            4. Enter the template name and description.
            5. Select Warehouse as the object.
            6. Select Next.
            7. In the Prompt Template Workspace section,
              1. Add a description to provide account summarization, analytics, or both.
              2. Select the resource as Apex.
              3. In the prompt description, select the GenAIWarehouseInventoryDeviations invocable actions.
            8. We recommend to select Model Type as Standard and Models as OpenAI GPT4 Omni Mini as in the Template Properties section.
            9. Select a warehouse for the Related Record lookup field.
            10. Select Save & Preview.
              In the Resolution section, you can view the data fetched by the Apex classes, and in the Response section, you can view the response from the LLM.
            11. Click Activate.
            Example
            Example

            Prompt Description

            As a CRM assistant, your goal is to create a comprehensive inventory reconciliation summary tailored for a Direct Store Delivery (DSD) Supervisor at a consumer goods company. The DSD Supervisor oversees a team of drivers and co-drivers and has the following goals:

- Ensuring Product Quality and Safety: Verifying that products are loaded securely and in a manner that maintains product quality and safety standards during transportation.
- Monitoring Loading Procedures: Supervising loading procedures to ensure adherence to company protocols and standards, particularly focusing on correct handling and documentation of loaded products.
- Minimizing Inventory Deviations: Implementing measures to reduce discrepancies between expected and actual product quantities loaded onto trucks, and promptly addressing any deviations encountered.
- Tracking Loading Performance: Monitoring loading performance metrics such as loading times, accuracy of product counts, and adherence to loading schedules to optimize operational efficiency.

Inventory reconciliation summary should be based on the below csv details of the tour:
{!$Apex:cgcloud__GenAIWarehouseInventoryDeviations.Prompt}

Generate the output with the keys: ['product categories with highest discrepancies', 'root causes for inventory discrepancies',  ' driver performance', 'other useful insights', 'Follow-Up Action']

Inventory reconciliation summary should focus on: 
- Providing an inventory reconciliation report that consolidates data from various tours conducted from the warehouse.
- Analyzing deviations in product inventory during the loading process at the warehouse, specifically identifying discrepancies between expected and actual quantities of items documented for truckloads, along with reasons for these discrepancies.
- Understanding the primary causes behind inventory deviations occurring at the warehouse, prioritizing insights into these issues for better operational management.
- Evaluating driver performance based on the metrics such as minimum product damage at the time of loading.

Please include the following :
- Other useful insight: Deep insights on driver performance such as most common reason for a tour conducted by a particular driver could be different from the most prominent reason overall for the warehouse.
- Identify which product categories or types consistently show the highest discrepancies between expected and actual quantities during inventory reconciliation.
- Other useful insight:: Determine if there are specific times of day, days of the week, or seasonal patterns when inventory discrepancies are more likely to occur.
- Identify the most common reasons or root causes for inventory discrepancies, such as loading errors, documentation issues, or product damage during transit.
Rules:
Format of the summary should be in bullet points.

            See Also

             
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