Configure the Mobile App Cockpit for Retail Execution

Configure the user cockpit for mobile devices. Based on your configuration, a rep can use the base retail execution features such as perform inventory tasks and take orders, or a rep can use the advanced features such as advanced orders and advanced promotions. You can also choose to give your reps both the options in the cockpit.

Required Editions

Available in: Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled.
  1. From the App Launcher, find and select User Settings.
  2. Select a user.
  3. From the Landing Page list, select one of these options.
    • Main Menu: Access both the base and advanced options.
    • User Cockpit: Access the base features.
    • Advanced User Cockpit: Access the advanced features.
    Note
    Note Based on the option you select for user cockpit, store cockpit is automatically configured.
  4. Save your changes.