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Example Process Flow for Retail Execution

This is an example process flow for performing retail execution. Your company may follow a different process flow according to its business requirements.

End-User Procedures

To perform retail execution end users, such as retail sales representatives, complete the following tasks in the order given:

1. Prepare for a retail visit. For information on performing this procedure, see Preparing for Retail Visits.
2. Plan a retail visit. This procedure is optional if you use the Routes module to schedule store visits. For information on performing this procedure, see Planning Retail Visits.
3. Start the retail visit. For information on performing this procedure, see Starting Retail Visits.
4. Perform the retail activities. For information on performing this procedure, see Performing Retail Activities.
5. Optional: Add retail activities. For information on performing this procedure, see Creating Retail Activities.
6. Review account information. For information on performing this procedure, see Reviewing Account Information.
7. End the retail visit. For information on performing this procedure, see Ending a Retail Visit.