Configure Custom Store Visit Tasks and Types

As a sales administrator, create and manage custom store visit tasks and types. You can include standard and custom store visit tasks in store visit types. Store visit types automatically include a list of tasks from the associated type.

To create custom store visit tasks and types:

1. Click the Store Visit Tasks object on the springboard and select Create

2. Specify Code, Task name and Description and click Save and Close.

   Note:

   To get the code, go to Application Composer, edit the custom object that you want to associate your task with, and copy the API Name. For more information about associating custom tasks with custom objects, refer to the Getting Started with Consumer Goods Implementation guide.

3. Navigate to the home page and click the Store Visit Types object and select Create.

4. Enter Store Visit Type Name and Description, and click Save and Close.

   To associate the custom tasks with the type:

5. Click Store Visit Task and Add.

6. Search and select the tasks you want to associate with the custom store visit type you created form the list of tasks.

7. Click Save and Close.