0
2.1.0
Australia, Zurich
Standalone Application
The retail playbook for store plan enables HQ and regional managers to easily create structured operational plans with tasks and cases, linked to store locations and schedules.
- The Retail store plan provides a centralized way to plan, schedule, and manage operational work across multiple stores, giving HQ and regional teams full visibility while simplifying execution for store teams.
- The HQ Communications playbook enables business users to create a plan by adding HQ and store cases and task details. Users can select retail stores and schedules, which generates cases and tasks for the respective stores based on the selected schedule.
- New
- A playbook enabling HQ agent and manager to create HQ Communications store plans.
The following plugins are installed with the Retail Playbook for Store Plan application:
- Playbooks for Customer Service Management (com.sn_csm_playbook)
- Task Plan Template Playbook Activities (com.sn_tsk_plan_pb_act)
- PWM Playbook Activities (com.sn_pwm_pb_act)
- Retail Core (com.sn_retail_core)
- Retail HQ Operations (com.sn_rtl_hq_ops)
Role required to install the application: Administrator (admin)