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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a retail organization

Create a retail organization to enable management of hierarchical stores and franchises that simplifies store associate management.

Before you begin

Role required: sn_rtl.retail_admin

About this task

Procedure

  1. Navigate to All > Retail Service Management > Retail Organization.

  2. Select All Organizations.

  3. Select New.

  4. Fill in the following fields.

FieldDescription
Identification numberAlphanumeric code used for identifying this retail organization.This field is optional.
NameThe name of this retail organization.
OwnershipThe ownership type of this retail organization. Options are:- Company owned - Franchise
Parent OrganizationThe parent retail organization linked to this retail organization. Defines the hierarchy of the retail organizations that you create.
TypeThe type of retail organization. Options are:- Business Organization - Business Group If you want to create a region or area, select Business Group. If you want to create a store, select Business Organization.
Retail SubtypeThe retail subtype. Options are:- Store - Region - Division - Area - District
Business FunctionType of functions the business is involved with- Type: Glide List - Choice list values: Service, Sales - Default choice: Service
ManagerThe manager associated with this retail organization.The user associated with this value is automatically assigned the Location Manager Contributor responsibility for this location.
FlagshipIndicates whether this retail organization is considered a flagship retail organization location.
StreetThe street address at which this organization is located.
CityThe city in which this organization is located.
CountryThe country in which the organization is located.
ZIP/Postal CodeThe ZIP/postal code associated with this organization's location.
PhoneThe phone number associated with this retail organization.
EmailThe email address associated with this retail organization.
WebsiteThe website associated with this retail organization.
  1. Select Submit.