Clienteling and In-Store functions
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?
Pushkar Ranjan replied
Please find the snippet from help documentation in the administration section copy-pasted below:
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.
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:
SAP Cloud for Customer for Retail allows you to integrate with any of these systems:
You can connect to any of the above systems to fetch information and records for any of the following:
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.)
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.
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:
Next, assign the following work centers to the created business roles:
Store Event and Time Entry work center views display only when retail is scoped. The rest are standard work centers for the Activities tab.
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.
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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