Create a Retail Store

A store is a place of business open to the public whose primary purpose is to sell retail goods or services onsite. This definition includes showrooms, kiosks, pop-ups, and other temporary locations. The store can be leased, owned, and operated by you or through an affiliate. Create retail store records for store locations. You can then create visits for the stores and assign them to field reps. All store-related visit and order records are available on the store’s related list.

Required Editions

Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled.

Note A store is a place of business open to the public whose primary purpose is to sell retail goods or services onsite. This definition includes showrooms, kiosks, pop-ups, and other temporary locations. The store can be leased, owned, and operated by you or through an affiliate.

1. From the App Launcher, find and open Retail Stores, and then click New.
2. Enter a name for the store.
3. (Optional) Create a location or search for an existing location.
4. Add the store address.
   

   Note This address appears in the field rep’s visit list. And the address gives the location coordinates on Salesforce Maps.
5. Create a location or search for an existing location.
6. Select one of these store types.
   • Regular Store: Any standard retail store
   • Flagship Store: The primary store of a chain
   • Virtual Store: An online retail website
   • Van Store: Food truck or delivery business
7. Set a priority of high, medium, or low for a store to manage your operations and clientele better.
8. (Optional) Complete these fields.
   • Operating Hours: Select the operating hours for the store. You can also create operating hours by selecting Operating Hours in the App Launcher.
   • Preferred Visit Hours: Select the preferred time to visit the store. You can also create a preferred time by selecting Operating Hours in the App Launcher.
   • Delivery Method: Select a preferred delivery method such as a pickup truck or a van. You can customize the picklist values based on your business requirements.
   • Payment Method: Select the preferred mode of payment such as cash, credit, or check. You can customize the picklist values based on your business requirements.
   • Delivery Frequency Type: Select if you want to deliver products to the store daily, weekly, or monthly.
   • Delivery Frequency: Based on your selection of Delivery Frequency Type, enter the number of times you want to deliver products to the store.
9. Select the account that the store is associated with.
10. Select a store group, which is required to create a Retail Store KPI.
11. Select a primary store contact person.
12. Save your changes.