| Date | Feature | Notes |
|---|---|---|
| 17 APR 2019 | Created initial document. |
Oracle Customer Experience Cloud for Consumer Goods provides a comprehensive solution for managing retail execution and trade promotion processes. The retail execution management solution enables sales administrators and managers to set up and manage the product catalog, assortments, price books, routes, store visit appointments, store visit tasks, and other data required for retail execution processes. The consumer goods mobile application enables sales representatives to complete merchandising and direct store delivery tasks in the offline mode. With the trade promotion management solution, marketing and account managers can set up trade budgets and funds, create trade promotions, measure promotion performance, and settle claims and deductions.
DISCLAIMER
The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.
This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.
Manage Business Plans and Objectives
A business plan may have one or more independent business objectives targeted to one or more account clusters. And, a business objective may include a set of KPIs contributing to parent business plan level KPIs. You can now manage your business plans and objectives to support your business initiatives. Here's how:
- Upon publishing, account level tasks are created based on the tasks defined in each business objective.
- When preparing store visit appointments, corresponding store visit tasks are created based on the account level tasks.
- Each business plan supports:
- Creating a set of activities deemed important for your business.
- Devising objectives at the plan and objective level.
- Creating an unique set of targeted account clusters for execution.
- Tracking KPIs to measure the performance and success of the plan periodically.
You can now do the following with the consumer goods mobile application:
- Create new accounts.
- On the Account Inventory detail page, click Previous or Next to navigate to the previous or next record in the context list.
April Maintenance Pack for 19A
| Date | Feature | Notes |
|---|---|---|
| 16 MAR 2019 | Created initial document. |
Oracle Customer Experience Cloud for Consumer Goods provides a comprehensive solution for managing retail execution and trade promotion processes. The retail execution management solution enables sales administrators and managers to set up and manage the product catalog, assortments, price books, routes, store visit appointments, store visit tasks, and other data required for retail execution processes. The consumer goods mobile application enables sales representatives to complete merchandising and direct store delivery tasks in the offline mode. With the trade promotion management solution, marketing and account managers can set up trade budgets and funds, create trade promotions, measure promotion performance, and settle claims and deductions.
DISCLAIMER
The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.
This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.
The launcher replaces the subtabs to allow you to easily navigate to different related objects after store visit check-in.
You can now do the following with the consumer goods mobile application:
-
Make the reason field for route inventory transactions mandatory.
-
Enable quantity capture in the product picker functionality of the shopping cart.
-
Automatically apply mandatory fixed discount for products added to the shopping cart at their list price.
-
Enable photo capture for each store inventory line.
-
Select products and enter quantity directly for each product from the Shopping Cart Template before adding the selected products to the Shopping Cart. The product picker for the Shopping Cart Template also displays the template quantities as suggested quantities. Shopping Cart Template is no longer automatically added to the Shopping Cart.
- You can now upload sync log directly to the server instead of emailing them. The uploaded files include the log file and the archived file. The archived file contains the data file and the captured photos.
- Manually create new store visit tasks for scheduled store visits.
- Support proper Order and Promotion constraint validations for Order Update flow.
Account cluster is also known as account segment. You can now manage account clusters and make them available for various business planning processes such as promotion planning, assortment planning, contract template, and business plan.
Publish Promotion Program to Account Clusters
Associate account clusters to promotion programs. Using this new feature, you can now publish and republish promotions to the accounts in the associated account clusters as individual account promotions.
Assortment planning is the process of determining the most appropriate products to create the assortment. The primary goal of assortment planning is to plan an assortment to maximize the sales or gross margin. Using this new feature, you can now publish and republish an assortment plan to the accounts in the associated account clusters as individual account assortments.
For each account assortment, you can enable synchronizing the auditable assortment lines in the account assortment with the account inventory through a profile option.