Configure Profile Options
You must configure the profile options to use the consumer goods mobile application.
As a sales administrator, you must set the profile options to enable these features:
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Download of surveys from Oracle Intelligent Advisor Hub
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Business Intelligence (BI) dashboard
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Route download
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Express Delivery
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Display of the privacy policy
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Application composer for tablet devices
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Display of legal verbiage and privacy policy
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Alert to sales representatives about checking in or checking out outside the preset radius of the stores
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Disable photo album access
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Photo capture for store inventory line
You can use these values as a reference to set the profile options.
Profile Option Code |
Profile Display Name |
Profile Values and Description |
Application and Module |
---|---|---|---|
|
|
Site: Enables download of surveys from Intelligent Advisor Hub. |
Application: Sales Module: Activity |
|
|
Site: Enables Business Intelligence reports for the sales representatives to view their performance dashboard. |
Application: Sales Module: Activity |
|
Automatic Route Download |
Site: Disables automatic route download. You must manually download the routes. Set the value to To enable automatic route download for a specific
user, create a new profile value for this profile option. You must
create the profile value with Profile Level as User and User Name for the user. Set Profile Value to |
Application: Sales Module: Sales |
|
Privacy Policy |
Site: Set the value based on your requirement to enable the display of company privacy policy. The value you enter must be within thousand characters. |
Application: Sales Module: Activity |
|
Tablet Composer Access |
Site: Enables tablet view. You can use this option to enable or disable access to tablet composer. If this option doesn't exist or is set to |
Application: Mobile Sales Module: Mobile Sales |
|
Store Credit List Price |
Initial value is Site:
|
Application: Sales Module: Sales |
|
|
Site: Enables express delivery. |
Application: Sales for Consumer Goods Retail Execution Module: Sales for Consumer Goods Retail Execution |
|
Read Only Route Inventory Access for Sales Representative |
Site: Yes Enables full access to the route inventory for sales representatives. |
Application: Sales Module: Sales |
|
Sync Before Start Route |
Site: Yes Enables sales representatives to upload the changes on the Pending Sync page. |
Application: Sales Module: Sales |
|
|
Set the legal verbiage for these profile options based on your need.
|
Application: Sales for Consumer Goods Retail Execution Module: Sales for Consumer Goods Retail Execution |
|
Enable Notifying Sales Representative About Checking In or Out of the Preset Radius to the Store. |
|
Application: Sales Module: Sales |
|
Disable photo album access. |
Disables photo album access for sales representatives. |
Application: Sales Module: Sales |
|
Enable photo capture. |
Site: Enables photo capture for each store inventory line. |
Application: Sales Module: Sales |
How to Set Up Profile Options
Here's how you can set up the profile options as a sales administrator:
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Go to Setup and Maintenance and then to:
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Functional Area: Application Extensions
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Task: Manage Profile Options
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On the Manage Profile Options page, click the New icon in the Profile Options section.
The Create page opens.
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Specify the details for the profile options and set Current date as the Start Date.
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Click Save and Close.
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At the Profile Option Levels, set Site to Enabled and Updatable.
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Click Save and Close.
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On the Setup and Maintenance page, go to:
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Offering: Sales
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Functional Area: Sales Foundation
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Task: Manage Administrator Profile Values
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On the Manage Administrator Profile Values page, search for the Profile Option Code.
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Create a new value for the Profile Option in the Profile Values section.
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Select Site and set the appropriate Profile Value.
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Click Save and Close.