Exercise - Set up reference data

Completed

In this exercise, you set up organizational reference data for Contoso Retail. You assume the role of Jessie, with the Retail Data Manager role, and perform the following tasks:

Task: Access Store operations from Microsoft Teams

In this task, you access Store operations Admin from Microsoft Teams.

  1. Go to Microsoft Teams.

  2. Microsoft Teams opens in your browser tab page. Select Use the web app instead.

    Screenshot of the Store operations home page.

  3. Sign in with your Microsoft Cloud for Retail Manager credentials (MCR IAD Manager).

    Note

    For instructor-led training, use the credentials that your instructor has provided; for self-paced learning, use the credentials that have been generated in the Training Environment preparation module.

  4. On the Home page, select the ellipsis (...) menu and select Store operations app.

    Screenshot of the Home page with the Store operations Admin highlighted in the Your apps list.

  5. Right-click the Store operations icon on the left pane and then select Pin to pin Store operations Admin on Microsoft Teams navigation.

    Screenshot of Store operations Admin pinned on Teams navigation.

  6. In the lower-left corner, select Action center.

    Screenshot showing the Area navigation set to Action center.

  7. Change the area to App setup.

    Screenshot of changing the area to App setup.

Task: Define target groups

Target groups help you group retail stores that usually perform the same tasks. A target group can consist of any combination of retail stores. However, in most cases, we recommend that you group retail stores that share similar characteristics so that you can implement the same tasks in those retail stores.

In this task, you create target groups and assign retail stores to the respective target groups.

  1. On the left pane, select Target groups.

    Screenshot of the left navigation pane with Target groups highlighted.

  2. Select New on the upper command bar to create a new target group.

  3. In the Name field, enter Contoso Stores and then select Save on the upper command bar to save the record.

    Screenshot of the Target group page with Name set to Contoso Stores.

  4. On the lower grid (Members tab), select New Target group member to assign a business unit to the target group.

    Screenshot of the New Target group member option.

  5. Select Contoso Store 101 as the Store/Department and then select Save & Close.

    Screenshot of the New Target group member form with details filled in.

  6. Repeat steps 4 and 5 to add other Contoso stores to this target group. Also, repeat steps 2 to 6 to create a new target group, Fabrikam Store, and add the respective Fabrikam stores to that target group.

    Note

    You can use Excel import to perform a bulk import and add stores to a target group. Alternatively, you can create new target groups by following the Excel import steps in the first task of this exercise.

Task: Set up store zones

Store zones are specific locations in the store that are demarcated for a specific purpose. In this task, you set up the store zones.

  1. On the left navigation pane, select Store zones.

    Screenshot of the navigation pane with Store zones highlighted.

  2. Select New on the upper command bar to create a new store zone.

  3. Enter Personal Care as the name and then select Save.

    Screenshot of the New Outlet zone page with the name set to Personal Care.

  4. Repeat the previous two steps to create the following store zones:

    • Men's Clothing

    • Women's Clothing

    • Kids Clothing

    • Checkout

    • Back Aisle

    • Footwear

Task: Define task types

You can use task types to segment various types of store tasks in groups, such as store walk, promotion setup, visual merchandising, or inventory spot count. In this task, you set up task types for Inventory spot count and Product price update.

  1. On the left navigation pane, select Task types.

  2. Select New on the upper command bar to create a new task type.

  3. Enter Inventory spot count as the name and then select Save on the command bar.

    Screenshot of the new task type page with the name set to Inventory spot count.

  4. Repeat the two previous steps to create the Product price update task type. The result should be as shown in the following screenshot.

    Screenshot of the task types page showing the Inventory spot count and Product price update task types.

Task: Create request types

Store associates use request types when they create a new request in Store operations Mobile; however, it's optional. This field segments the various types of tasks in groups, such as clean-up, repairs, and asset support. The store manager can filter or sort by the request type when they view and approve requests. In this task, you create a request type for Asset support.

  1. On the left navigation pane, select Request types.

  2. Select New on the upper command bar to create a new request type.

  3. Enter Asset support as the name and then select Save & Close on the command bar.

    Screenshot of the New Request Type page with name set to Asset support.

Task: Create cancellation reasons

Cancellation reasons specify the reasons that store associates can provide for canceling a task. In this task, you set up a cancellation reason named Obsolete.

  1. On the left navigation pane, select Cancellation reasons.

  2. Select New on the upper command bar to create a new cancellation reason.

  3. Enter Obsolete as the name and then select Save & Close on the command bar.

    Screenshot of the New Activity Cancellation Reason page showing the Name field set to Obsolete.

Task: Set up appointment types

You can use appointment types to categorize an appointment. In the Store operations solution, you can set up virtual and in-store appointment types. A virtual appointment happens online between the customer and the retail associate or expert over Microsoft Teams (video/audio). An in-store appointment happens offline between the customer and the retail associate or expert in the store. In this task, you set up a new appointment type for Design Consultation.

  1. On the left navigation pane, select Appointment types.

  2. Select + New on the upper command bar to create a new appointment type.

  3. Enter Design Consultation as the name, select 30 minutes from the Appointment Duration dropdown menu, and then select Save & Close on the command bar.

    Screenshot of the Design Consultation appointment type.

Task: Set up appointment teams

You can use appointment teams to add users who can take an appointment with customers. In this task, you assign the virtual stylists to take an appointment.

  1. On the left navigation pane, select Appointment teams.

  2. Select + New on the upper command bar to create a new appointment team.

  3. Provide the following values:

    • Team Name - Stylists
    • Business Unit - Contoso Store 101
    • Administrator - Provide your manager user ID

    Note

    For this task, consider the manager user ID to be the Virtual Stylist’s user.

    Screenshot of adding the Stylists appointment team.

  4. Select Save on the command bar. The Team members section displays on the right-side of the screen.

  5. Select Add Existing User.

    Screenshot of the add existing user to team.

  6. Select the manager user ID and then select Add to add your user to the team members list so that you can set up the appointment with the same manager user ID.

    Screenshot of adding the manager user I D to the team members list.

  7. Select Save & Close on the command bar.