Review store plan details

Review the details logged for the store plan and make any updates in any of the sections, if required.

Before you begin

Role required: sn_rtl_hq_ops.agent, sn_rtl_hq_ops.agent_manager, sn_rtl_hq_ops.location_manager

Procedure

1. On the Review form, select Edit in each of the sections to edit the details under the respective sections.

2. Select Delete Plan to delete the store plan.

   The Delete task plan template? confirmation prompt appears.

   1. Select Delete to confirm the plan deletion.

3. Select Publish to generate the store plan as per the schedule selected.

   If you select the schedule as Immediate, the record generation begins immediately on publish. Otherwise, the record generation begins as per the selected schedule. If there are any changes to published plans, you must deactivate the plan and clone it to set up a new schedule.

Result

The store plan template state gets updated from Draft to Published. Once the store plan gets published, the review activity will be in read only state.

Parent Topic:Manage store plans to generate cases and tasks