Components installed with Retail core
Summarize
Summary of Components Installed with Retail Core
Activating the Retail Core in ServiceNow installs various components, including tables, user roles, and business rules essential for retail operations. Understanding these components helps ensure proper configuration and utilization in your retail environment.
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Key Features
- Tables Installed:
- Retail Task (snretailtask): Stores information about task details.
- Base Roles: Several roles are provided to streamline user responsibilities:
- Associate Contributor: Allows users to manage retail cases for their associated location.
- Associate Fulfiller: Empowers users to create and resolve retail cases.
- Support Agent: Facilitates tracking of retail cases across service organizations.
- Manager Contributor: Enables oversight and monitoring of retail cases.
- Manager Fulfiller: Supports case management for specified locations.
- Related Party Configurations: These configurations define responsibilities for various roles within the retail structure, such as Store Associate and Store Manager.
- Plugins Installed: Key plugins enhance functionality:
- Business Location: Supports the Service Model Foundation for physical retail channels.
- Customer Service: Manages service and support for external customers.
- CIWF UI Components: Provides themes and widgets for workflow applications.
Key Outcomes
By leveraging the components installed with Retail Core, ServiceNow customers can effectively manage retail operations, streamline case handling, and enhance user roles for better service delivery. This setup empowers organizations to maintain efficient retail workflows and improve customer service interactions.
Several types of components such as tables, user roles, and business rule are installed when you activate the Retail Core.
Tables installed with Retail Core
| Table name | Description |
|---|---|
| Retail Task sn_retail_task |
Stores information about the task details. |
Base roles installed with Retail Core
For information on configuring these roles for retail, see Assign roles to Retail users.
| Role | Description | Contains roles |
|---|---|---|
| sn_retail.associate_contributor | Create, review, and comment on retail cases for the location in which the user is associated. |
|
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sn_retail.associate_fulfiller |
Creates, updates, and resolves retail cases associated with the location in which the user is associated. |
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| sn_retail.support_agent | Creates, updates, resolves, and tracks retail cases across service organizations at the system level. |
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| sn_retail.manager_contributor | Creates, reviews, and monitors all retail cases for the location and hierarchy for the location in which the user is associated. |
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| sn_retail.manager_fulfiller | Creates, updates, and resolves retail cases for the location and hierarchy in which the user is associated. |
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Related Party Configurations installed with Retail Core
| Name | Default responsibility |
|---|---|
| Store Associate | Location Contributor |
| Store Associate - Fulfiller | Location Agent |
| Store Manager | Location Manager Contributor |
| Store Manager - Fulfiller | Location Manager Fulfiller |
| Area Manager | Location Manager Contributor |
| Area manager - Fulfiller | Location Manager - Fulfiller |
| Regional Manager | Location Manager Contributor |
| Regional manager - Fulfiller | Location Manager - Fulfiller |
Plugins installed with Retail Core
| Name | Description |
|---|---|
|
Business Location [com.snc.business_location] |
This plugin supports the Service Model Foundation, where the corporation does business with customers through physical channels such as stores and branches. For more information, see Configure Service Model Foundation. |
|
Customer Service [com.sn_customerservice] |
The Customer Service Management application enables you to provide service and support for your external customers using several communication channels, such as email, web, and telephone. A case is created to track the issue reported or service requested and assigned to groups or agents. Customer service agents in your organization work on the cases and resolve issues. For more information, see Customer Service Management. |
|
CIWF UI Components (sn_ciwf_ui_cmpnt) |
Includes common themes, widgets, and code artifacts for customer and industry workflow applications. |
Table installed with Retail task
| Field | Example |
|---|---|
| Name | RT00001 |
| Subject | HQ creating a task to verify store tasks |
| Description | Verify if stores have completed tasks as per instructions |
| Requested by | HQ Agent |
| Due date | 1 week from now (date/time) |
| Priority | Critical/High/Medium/Low |
| Assigned to | HQ Agent |
Business rules installed with Retail Core
| Business rule | Table | Rule criteria | Description |
|---|---|---|---|
| Add manager member for retail org | sn_customer_service_organization | After update or insert | Assigns the sn_retail.manager role to the user added as a manager in a retail organization. |
| Restrict SO update | sn_retail_organization | Before update | Restricts the user from updating the Service Organization field in the Retail Organization [sn_retail_organization] table. |
| Hide multistore child cases | sn_retail_case | Before Query | Filters retail cases whose parent's child case creation state is either none or Completed successfully. |