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Retail
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configuring Retail

Plan and configure your implementation of Retail.

Configuration overview

  1. Activate plugins

  2. Assign roles to Retail users

    Assign specific roles to give retail users visibility into organizations and the hierarchies they manage.

  3. Configure related party configurations

    Configure the responsibilities of your retail staff by linking related party entity responsibilities to responsibility definitions.

  4. Create a retail organization

    Create a retail organization to enable management of hierarchical stores and franchises that simplifies store associate management.

  5. Add members to a retail organization

    Add members to your organization to enable them to view and complete tasks within your retail organization.

  6. Configure your organizational structure

    Configure the structure of your retail organization within Retail Core.

  7. Set up your retail support team

    Set up your retail support team by creating a group then assigning the sn_retail.support_agent role to members of that group.

  8. Add and configure the Retail KPI widget

    Add a Retail KPI widget to your portal and modify its data, appearance, and behavior. You can use the Retail KPI widget to display report data in card format on your portal.