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Clienteling and In-Store functions

Dear all,

I know Clienteling function from Customer Insight(Demo apps)

In Administrator Guide, 4.3.7 Getting Started for SAP Cloud for Customer for Retail Administrators (P.70)

Clienteling and In-Store functions — time entry, task management, customer history and account

management, product lookup, promotions and offers

I cannot found any topic about Clienteling at Administrator, User, Business Operations Guide.

Did I miss some important documents?

May I know how to enable and configure this function?

Thanks.

Best Regards,

Chester

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Former Member
replied

Please find the snippet from help documentation in the administration section copy-pasted below:

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Getting Started for SAP Cloud for Customer for Retail Administrators

As an administrator, you are responsible for setting up the system and making all the necessary initial settings, such as creating users, assigning roles and role-appropriate work centers. After you go live, you are also responsible for regular day-to-day tasks like user management and handling incidents as well as generally making sure the system runs smoothly.

Business Background

About SAP Cloud for Customer for Retail

SAP Cloud for Customer for Retail solution allows retailers to provide their customers with an enhanced and satisfying experience by enabling their in-store associates to drive new business and increase brand equity and customer loyalty. This in-store solution enables store employees to deeply engage with and personalize the in-store experience for their customers. It includes all capabilities of a consumer solution executed by store associates on behalf of the consumer as shown below.

The SAP Cloud for Customer for Retail solution enables retailers provide their customers with an enhanced and satisfying experience by enabling their in-store associates to drive new business and increase brand equity and customer loyalty. This lets you do the following:

  • Inventory Management — in-store inventory stock, product look up, and in-store customer support
  • Clienteling and In-Store functions — time entry, task management, customer history and account management, product lookup, promotions and offers

SAP Cloud for Customer for Retail allows you to integrate with any of these systems:

  • SAP Retail
  • SAP Shopper Experience, cloud edition
  • External systems

You can connect to any of the above systems to fetch information and records for any of the following:

  • Offers
  • Stores
  • Customers
  • Stock availability
  • Product pricing
  • Product images

For product images, you have to integrate with a specific external system used to store product images only.

  • In-store products/articles

For integration details, see the system-specific integration guides on SAP Service Marketplace, at http://service.sap.com/cloud4customer

For information on the work centers and work center views included in the solution, see About SAP Cloud for Customer.

For information about system and software requirements, see SAP Cloud for Customer System and Software Requirements.

For information about security considerations for your solution, refer to the SAP Cloud for Customer Security Guide, available on SAP Service Marketplace at http://service.sap.com/cloud4customer. (An SAP Service Marketplace user ID is required to access this information. If you, as an administrator, do not have a user ID, then visit SAP Service Marketplace — at http://service.sap.com/request-user — to request one.)

.

Tasks

Setup and Configuration Tasks

The administrator first sets up the SAP Cloud for Customer for Retail system before the other users begin using the solution.

Where Is My Administrator Tab?

You can only perform administration and adaptation tasks in the Microsoft Silverlight® client, which you can access as follows:

  1. 1.     Log on to your solution in the HTML5 client as an administrator.
  2. 2.     Choose  Adapt  Launch in Microsoft Silverlight® .

Only users with administrator rights can see these options.

When you switch to the Microsoft Silverlight® client, you'll see the administration and adaptation options, including the Administrator tab.

For information about adapting the look and feel of your solution to your company's needs, see Adapting the User Interface for Your Company.

Create Administrators

Before you proceed with the tasks below, you must first create one or more administrators from your initial user. For more information, see Creating Administrators in SAP Cloud for Customer.

Create Business Roles (optional)

Business roles allow you to predefine access rights as a template that you can assign to multiple business users who are to perform similar business tasks.

For information about creating business roles, see Configuring Business Roles.

You can now create the users for your organization. For SAP Cloud for Customer for Retail you have the option of assigning the following business roles based on the job requirement:

  • Store Manager – person in-charge of a retail store, responsible for managing all in-store associates and activities.
  • Store Associate – retail store employee performing daily store-related activities and tasks.

These roles are a suggestion only. The administrator has to create roles based on their company requirements.

Next, assign the following work centers to the created business roles:

Work Centers

Not Visible unless Scoped

Activities

  • Appointments
  • Store Events
  • Time Entry
  • In-Store Activities

Products

In-store products

Analysis

Reports

Offers

Entire work center

Stores

Entire work center

Customers

  • Accounts
  • Individual Customers

Store Event and Time Entry work center views display only when retail is scoped. The rest are standard work centers for the Activities tab.

Individual Customers consist of account details of customers that are replicated from any of the external systems you have chosen to integrate with.

Prepare and Configure Your First Implementation Project

Go to Business Configuration  Implementation Projects to set up and configure your solution. You can set up and adapt the SAP Cloud for Customer solution to meet your company's specific business requirements by selecting capabilities to incorporate into your solution during scoping.

For more information about the general settings and procedures for editing your project scope, see Prepare the First Implementation Project.

See Also

Implementation Projects Quick Guide.

Implementing a Project — First Implementation.

As your next step, you have to scope the retail solution. For details on steps to follow, see Enabling Features in Scoping for SAP Cloud for Customer for Retail

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Thank you.

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