Prerequisites Tasks

As a sales administrator or implementor, you must enable these critical features to use the consumer goods mobile application.

Note: Before you complete these tasks, complete the steps given in Getting Started with Consumer Goods Implementation guide.

Task	Mandatory	Further Resources
Create job roles for Route Download Administrator and Inventory Reporter.	Yes	Create Job Roles
Understand and setup route auto-download.	No	Route Auto-download and Profile Options
Configure consumer goods web application to enable download of activities on the mobile application.	Yes	Configure the Web Application to Enable Download of Activities
Set up these profile options: Enable download of surveys from Intelligent Advisor Hub Configure the Business Intelligence (BI) dashboard infolet path Enable route auto-download Enable display of the privacy policy for your company Enable tablet composer access Configure store credit list price	No	Profile Options
Perform required configurations for BI Dashboard Reports.	No	BI Dashboard Reports
Add the Price Book privilege to sales representatives.	Yes	Data Security Policies
Ensure that the price book includes price for the products in the product assortment. This enables sales representatives to add products to the shipping cart.	Yes	Price Books and Taxation
Assign an assortment plan to the account. This enables shopping cart and sales order features.	Yes	Product Assortments
Add sales representatives as the primary resource for routes if you have enabled route auto-download.	Yes	Distribution Centers and Routes
Configure related container classes, assortment line relationships, and relevant account associations on the web application.	Yes	Returnable Containers
Enable Oracle Social Network.	No	Analytics and Oracle Social Network
Enable Analytics page and configure Analytics tabs.	No	Analytics and Oracle Social Network

Note: Ensure that you have configured required surveys in Oracle Intelligent Advisor Hub.

If you use the Direct Store Delivery feature, see the Integrating Retail Execution Mobile Direct Store Delivery guide. This guide describes how the integrated applications work with the consumer goods mobile application and the configurations required to support integrated business processes.