Prerequisite records for creating an inventory check task
Key Takeaway
Before you create an inventory check task type, associate the Retail Store with a Retail Store Group, because Retail Store KPIs can't be defined at the store level and reach the store through its group.
An inventory check is one of the task types in Agentforce Consumer Goods retail execution, alongside planogram checks, promotion checks, and custom tasks. Before you create an inventory check task type, you create and link a chain of records: Products and In-Store Locations on the Retail Store, a Retail Store Group, and a Retail Store KPI. Together, these links tell the system which products to assess, where in the store, and against which targets.
How to set up the records for an inventory check
The setup starts on the Retail Store and ends with a Retail Store KPI. Work through these steps in order:
- On the Retail Store, associate Products and In-Store Locations.
- Make sure every In-Store Location you associate with the Retail Store is also associated with an In-Store Location Category.
- Associate the Retail Store with a Retail Store Group.
- Create a Retail Store KPI and define these three things on it:
- The Retail Store Group you associated with the store.
- The In-Store Location Category you used to create the In-Store Locations.
- An Assessment Indicator Definition for a Product or Product Category at that same In-Store Location Category.
Priya prepares inventory checks for the Lakeside grocery store. First, she associates the Products she wants checked with the Lakeside Retail Store, including a 500 ml sparkling water. She also associates two In-Store Locations, Aisle 4 and the Front Cooler. She associates both locations with the In-Store Location Category Beverage Shelf. Next, she associates the Lakeside store with a Retail Store Group named Northern Grocery. Last, she creates a Retail Store KPI. On it, she sets the Retail Store Group to Northern Grocery, the In-Store Location Category to Beverage Shelf, and an Assessment Indicator Definition for the sparkling water at the Beverage Shelf category. With the whole chain linked, she can move on to the inventory check task type.