Manage Retail Execution Business Process
Create templates for visits, assortments, orders, and promotions.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled |
- Create a Visit Template
Use visit templates to control visit rules and create types of visits. The visit icons visible on mobile devices depend on the meta type that you select during visit creation. - Create Custom System Settings for the Deletion of Retail Visit
Use custom system settings to enable the deletion of completed visits on the Consumer Goods Cloud desktop app. The app restricts the deletion of completed visits, but with these settings in place, you can delete a completed visit by using the Delete option for a visit on the desktop app or through the API. - Enable Advanced Assortments with Assortment Templates
To work with product assortments, create assortment templates that act as a blueprint for creating product assortments. - Promotion Management
Promotions aim at increasing revenue and market share using mechanics such as Temporary Price Reductions (TPR), coupons, or in-store displays. Each promotion can contain multiple tactics—the implementable elements of a promotion—and have a cost. Consumer Goods Cloud app uses special promotions called sellable promotions to manage visits and orders. - Order Management
Order management depends on the market and the customer type. You can manage direct and indirect orders, and order types, such as standard pre-orders, order samples, or order advertising material. - Basic Pricing
Basic Pricing in the Consumer Goods Cloud is a simple mechanism used to calculate order values based on the quantity of products ordered and static product conditions. - Penny Perfect Pricing
With Penny Perfect Pricing configured for the Consumer Goods desktop app and Consumer Goods Cloud Offline mobile app, sales reps can seamlessly calculate accurate prices for orders, preview details, and print invoice PDFs. Penny Perfect Pricing supports volume discounts and various scenarios for pricing a product. You can calculate orders based on scales, units of measure, and conditions such as discounts, value per unit, and flat rates. - Direct Store Delivery and Van Sales
Direct Store Delivery (DSD) is a supply chain model where a manufacturer sells goods directly to retailers. You can process orders, payments, deliveries, and returns by using DSD. With Van Sales, drivers can create orders and deliver the ordered goods from the free stock during a store visit. The DSD and Van Sales model covers pre- and post-tour activities, inventory management, delivery planning and execution, sales, financial management, and retail execution. - Additional Business Processes
Manage signatures to complete - Customer Segmentation
Customer segmentation is the clustering of customers into target groups based on specific criteria. Grouping customers can save you time and effort as you can plan and perform activities or tasks at the group level instead of repeating the tasks for each customer. For example, you can create customer target groups or customer sets for a specific product and then plan tasks or activities for those groups or sets. - Set Up Inventory Management
Inventory management involves tracking the existing inventory or stock of products and managing the demands or orders on the stock efficiently. In the retail industry, requests or orders for stock are placed from stores to the manufacturer’s head office. The head office issues purchase orders to the vendors who ship the products to warehouses. The warehouses store and distribute the products to retail stores and wholesalers. The retail and wholesale stores sell the products directly to customers. - Team Supervision
As a sales manager, you can decide the actions that each of your reps must perform to achieve the team’s sales objectives. You can provide guidance to improve reps’ performance, and encourage and motivate them to do their tasks to the best of their abilities. - Job Management
Jobs are activities that are executed by sales reps during visits. For example, checking the number of shelves in a store or verifying product placement in a store. Managing jobs ensures that important activities, such as promotional compliance checks, are conducted as required. - Asset Management
Assets are items, such as refrigerators or freezers, that you place at a customer location (retail store) to increase your sales. As an asset’s owner, you’re responsible for the maintenance, repair, or any other services required for the asset. Managing assets efficiently can help reduce customer complaints and, in turn, increase your brand value. By actively tracking your assets’ conditions, you can budget better, reduce losses, and ensure employee safety. - Vehicle Management
Create and manage vehicle records to optimize the usage of your trucks and trailers that carry inventories to stores. To track the vehicles that carry goods out of a warehouse, assign them to that warehouse. - Warehouse Management
A warehouse is a manufacturer's depot from where the drivers start their delivery tour. To manage a tour, create a warehouse, and then assign products, drivers, and vehicles to the warehouse. - Additional Features in Consumer Goods Cloud
Use these additional features to get a comprehensive view of sales volumes, pricing, and revenue tracking; perform accurate forecasting; manage assets; and handle warranties for your Consumer Goods Cloud business. - Substitution Management
Designate substitutes to complete customer-related tasks during specific periods by using Substitution Management. This feature makes sure that activities such as planning visits and capturing orders continue without interruption when the primary user is unavailable. - Files in Consumer Goods Cloud
Keep all relevant information in one place, making it easily accessible and organized by using the Files object. Add, store, share, and manage versions for various types of files for Enhanced data model objects via an object’s related list or directly via the Files object.
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