Document History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Update Version Notes
06 APR 2018 May Maintenance Pack for 17D Delivered new features in May Maintenance Pack for 17D.
16 FEB 2018 March Maintenance Pack for 17D Delivered new features in March Maintenance Pack for 17D.

May Maintenance Pack for 17D

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Feature Notes
06 APR 2018   Created initial document.

Overview

Oracle CX for Consumer Goods provides a comprehensive solution for managing retail execution and trade promotion processes. The retail execution management solution enables sales administrators and managers to set up and manage the product catalog, assortments, price books, routes, store visit appointments, store visit tasks and other data required for retail execution processes. The retail execution mobile application enables sales representatives to complete merchandising and direct store delivery tasks in the offline mode. With the trade promotion management solution, marketing and account managers can set up trade budgets and funds, create trade promotions, measure promotion performance, and settle claims and deductions.

DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Consumer Goods

Change Orders in the Web Application

This feature enables the telesales agents to change orders in the web application.

Mobile User Experience Enhancements

This feature provides enhanced mobile user experience for the Store Visit Appointment, Shopping Cart, Delivery, and Payment Capture flows.

March Maintenance Pack for 17D

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Feature Notes
16 FEB 2018   Created initial document.

Overview

Oracle CX for Consumer Goods provides a comprehensive solution for managing retail execution and trade promotion processes. The retail execution management solution enables sales administrators and managers to set up and manage the product catalog, assortments, price books, routes, store visit appointments, store visit tasks and other data required for retail execution processes. The retail execution mobile application enables sales representatives to complete merchandising and direct store delivery tasks in the offline mode. With the trade promotion management solution, marketing and account managers can set up trade budgets and funds, create trade promotions, measure promotion performance, and settle claims and deductions.

DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Consumer Goods

Configure Shopping Cart Templates

Select from the sales history or the last order shopping cart template type for each account. The sales team can populate the shopping cart using the pre-calculated templates with a single click.

Associate Assortment to Route

You can associate an assortment to a route so that the mobile application can display sellable and unsellable inventories in separate sections of the route inventory report.

Add Approved Bank Accounts and Proof of Purchase Lines to Account

You can add approved bank accounts and proof of purchase lines to an account, so that the mobile application can enable check and proof of purchase payment types for the account.

Transfer Inventory Between Sales Representatives

Enable a sales representative to view the contact information of other sales representatives and perform inventory transfer transactions with them.

Issue Store Credits

Issue store credits for return orders and use store credits to make payments for immediate and future purchases.

Manage Returnable Containers

Set up container classes and manage the balance of returnable containers for each account.

Settle and Close Route

Enable the cashier and sales representative to settle and close delivery routes.

View Store Analytics

Add reports to the Analytics subtab of an object and view those reports on the mobile application.

Create Appointments in Offline Mode

Create appointments in the offline mode by leveraging the hybrid mode.

Extend Retail Execution Mobile Application

Extend the mobile application by extending the base data model of activities, account, promotion, order and payment objects and create a new custom object. You can build mobile layouts to do the following:

  1. Show or hide standard and custom fields for the supported objects.
  2. Show or hide a new custom object.
  3. Show or hide related and custom child objects for standard and custom object.

Manage Merchandising Displays

Create and manage the information of in-store merchandising displays.

Manage Priority Products

Set up the priority portfolio for each account and enable the sales representatives to view the Priority Portfolio Attainment infolet for analytics.

Manage Budgets and Funds

Create budgets and funds, associate them to accounts and allocate funds from accounts to finance trade activities.

Settle Claims and Deductions

Enable partner users to create claims and account managers to settle claims and deductions.

Assign Assortments by Rule

Assign assortments to accounts by setting up rules using standard and custom account attributes like name, state, and so on.

Assign Survey Templates by Rule

Assign survey templates to accounts by setting up rules using standard and custom account attributes like name, state, and so on.