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Retail Execution at Your Fingertips
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            Store Cockpit for Enhanced Data Model

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            Store Cockpit for Enhanced Data Model

            Store Cockpits show visit-related information with in-store live reporting and serves as a single point of access for visit activities. As a supervisor, get a complete view of a customer and use this information to plan visits and review sales and compliance. As a sales rep, use this information to interact with store managers and understand store requirements.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled. This feature is available only with the enhanced Consumer Goods data model (Spring ’22 onwards).

            This image shows the cards in Store Cockpit.

            Store Cockpit for Enhanced Data Model

            This table describes the cards of a Store Cockpit for an enhanced data model.

            Card Description
            Your Activities for Today

            Click these options and perform the activities related to a task.

            • Store Check: Check the customer store virtually.
            • Capture Survey: Capture an in-store survey about promotions and discrepancies from store staff and customers. Scan pictures to add new products. Add existing products to the survey. View all products added to the survey and filter products by category.
            • Create Order: This option is displayed only if the visit is completed and the customer doesn’t have an existing order. Create standard order, direct order, advertising material, returns, and free goods orders.
            • Track Assets: Scan barcodes to add assets, view your physically verified assets and non-verified assets by selecting the Only Sighted and Only Not Sighted options, and register assets with serial number.
            Customer Details

            Use this card to perform these tasks.

            • View the name, email, and contact details of the customer.
            • Send an email to the customer.
            • Tap Show Details to view the customer name, address, email and contact details, customer classification type, status, geographical location, and trade org details.
            • View these details.
              • Store in map view. To view the store address, tap on the information pin on the map.
                Tip
                Tip The store image isn’t shown here.
              • Operating hours of the store
              • Contact details of key store employees
              • Sales report comparing sales for the previous and current years
              • Existing Point Of Sale (POS). You can also assign new POS machines.
              • Details of visits to the store
              • Roles, relations, and store images
            Sales Folder Elevate your sales pitch by viewing the store events where you can pitch and view the top selling products. To view the list of existing promotions, tap Promotions. The Promotions option is displayed only if the sales folder supports at least one promotion.
            Activity Performance Gauge the performance of your activities by viewing the activity scores.
            Pictures Represent the expected shelf display by adding and reviewing existing pictures of products. When reviewing images, you can suggest changes by drawing sketches on the image. Associate tags such as image type and the area where the product is to be displayed. For example, the image type is Shelf and the area is Main Aisle.
            CRM Analytics Get insights on orders, distributions, and customer’s top categories. Increase sales, improve store compliance, and identify if the store is at risk.
            Quick Actions Shows the global quick actions that were built with Lightning Web Components (LWC) when the mobile app is integrated with LWC in online mode.
            Survey Exceptions Stay up to date and analyze how products in the customer’s store are performing.
            Customer Tasks Prioritize your tasks and stay organized. Create tasks for yourself or act on open tasks that are assigned by your supervisor. The customer task types are personal tasks, follow-up tasks, and asset-related tasks such as asset installation, maintenance, movement, and retirement. You can cancel, delete, or create copies of customer tasks. See Create Customer Tasks.
            Order History

            Get an overview of the customer's past orders and understand the order behavior by reviewing the order history. Create orders during store visits based on these order types.

            • Standard Order: Created for advance orders. The system automatically calculates the order values when product quantity is entered.
            • Direct Order: Created when you visit a store. The order values are calculated based on the order templates.
            • Advertising Material: Created for advertising materials.
            • Returns: Created to handle product returns.
            • Free Goods: Created for free items.
            • Special Orders: Created for products used in promotions.

            Review these details with the Order History card.

            • Order type.
            • Order values, order status, and order delivery date. Order status shows whether there was a delayed delivery, order cancellation, or partial delivery. You can use this information to suggest replacement products for the customer to order.
            • Order item quantities, including ordered products and ordered quantity.
            • Order discounts, promotions, delivery recipients, or wholesaler information only for indirect orders.
            • Out of stock products.
            • Product returns.
            Follow-Up Visits Create or view planned future visits for the customer. You can also reschedule or delete a follow-up visit.
            Quick Access Launch a third-party app directly from the Consumer Goods offline mobile app.
            Visit Notes Create a note when you visit a customer or view the notes that were recorded during past visits. You can create only one note per visit.
            Account Receivables See customer dues, if any.
             
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