---
schema_version: "1"
id: 9613bfa84f497de26e0795b214f85f54d776b1ea20959bbeece8b50820bc82cd
title: Manage Retail Execution Business Process
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_concept_admin_retail_exe_business_process.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_retail_exe_business_process.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 900e7de11d12177c096627d4a57ea1608c2c958317c8c7bc60cd73a8a4f5a595
description: Create templates for visits, assortments, orders, and promotions.
products:
  - Consumer Goods
release: "264"
---
# Manage Retail Execution Business Process

Create templates for visits, assortments, orders, and promotions.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled</td></tr></tbody></table>

- **[Create a Visit Template](https://help.salesforce.com/s/articleView?id=ind.cg_admin_create_call_templates.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.cg_admin_create_visit_deletion_custom_settings.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_assortment_management.htm&release=264.0.0&type=5)**  
    To work with product assortments, create assortment templates that act as a blueprint for creating product assortments.
- **[Promotion Management in Retail Execution](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_promotion_management.htm&release=264.0.0&type=5)**  
    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.
- **[Retail Execution Order Management](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_order_management.htm&release=264.0.0&type=5)**  
    Order management in Consumer Goods Cloud Retail Execution 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 in Consumer Goods Cloud](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_simple_pricing.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_advanced_pricing.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_dsd_vansales.htm&release=264.0.0&type=5)**  
    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 Retail Execution Business Processes](https://help.salesforce.com/s/articleView?id=ind.cg_concept_additional_business_process.htm&release=264.0.0&type=5)**  
    Set up additional Retail Execution business processes, such as signature management, system numbers, workflows, account sharing, and geofencing and time tracking for visits.
- **[Customer Segmentation in Retail Execution](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_customer_target_group_segmentation.htm&release=264.0.0&type=5)**  
    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 for Retail Execution](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_inventory_management.htm&release=264.0.0&type=5)**  
    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 in Retail Execution](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_team_supervision.htm&release=264.0.0&type=5)**  
    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 for Retail Visits](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_job_management.htm&release=264.0.0&type=5)**  
    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.
- **[In-Store Asset Management](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_asset_management.htm&release=264.0.0&type=5)**  
    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 for Direct Store Delivery](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_vehicle_management.htm&release=264.0.0&type=5)**  
    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 for Delivery Tours](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_warehouse_management.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_manufacturing_features.htm&release=264.0.0&type=5)**  
    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.
- **[User Substitution Management](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_substitution.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_files.htm&release=264.0.0&type=5)**  
    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.