Set Up a Warehouse and Resources

Learning Objectives

After completing this unit, you’ll be able to:

• List the tasks a warehouse admin completes to prepare a tour in Consumer Goods Cloud.
  
• Explain how the warehouse admin sets up a warehouse and adds resources to it.
  

The Tour Preparation Process

As you discovered in the last unit, warehouse admins manage both warehouse operations and facilities. This includes leading the tour preparation process for delivery drivers.

To start, the warehouse admin creates a warehouse record in CG Cloud. Next comes adding ‌users and vehicles. After that, the warehouse admin sets up tour configurations and routes, including the creation of tour and route templates. With all these elements in place, the warehouse admin is ready to set up the delivery tours.

Sign Up for a Developer Edition Org with Consumer Goods Cloud

To complete this module, you need a special Developer Edition org that contains Consumer Goods (CG) Cloud and our sample data. Get the free Developer Edition and connect it to Trailhead now so you can complete the challenges in this module. This Developer Edition is designed to work with the challenges in this badge and might not work for other badges. Always check that you’re using the Trailhead Playground or the special Developer Edition org that we recommend.

1. Sign up for a free Consumer Goods Cloud Developer Edition org.
   
2. Fill out the form:
   
   • For Email, enter an active email address.
     
   • For Username, enter a username that looks like an email address and is unique, but it doesn’t need to be a valid email account (for example, yourname@example.com).
     
3. After you fill out the form, click Sign me up. A confirmation message appears.
   
4. When you receive the activation email (this might take a few minutes), open it and click Verify Account.
   
5. Complete your registration by setting your password and challenge question. Tip: Save your username, password, and login URL in a secure place—such as a password manager—for easy access later.
   
6. You’re logged in to your Developer Edition.
   

Now connect your new Developer Edition org to Trailhead.

1. Make sure you’re logged in to your Trailhead account.
   
2. In the Challenge section at the bottom of this page, click the org name and then click Connect Org.
   
3. On the login screen, enter the username and password for the Developer Edition you just set up.
   
4. On the Allow Access? screen click Allow.
   
5. On the Want to connect this org for hands-on challenges? screen click Yes! Save it. You’re redirected back to the challenge page and ready to use your new Developer Edition to earn this badge.
   

Set Up a Tour Driver Profile

The delivery driver is the main character in direct store delivery, so a typical first task is to create a delivery driver’s profile. In CG Cloud, you can create a new profile or clone an existing one and update the permission sets.

Fatima creates a user profile for David Lopez, the delivery driver for Alpine Group, and assigns him with the following permission sets.

• Direct Store Delivery for Consumer Goods Offline Mobile App
  
• CGCloud Tour Driver or (CGCloud Retail Tour Driver and CGCloud Retail User)
  
• Consumer Goods Cloud Mobile Sync User
  

You’ll find that a delivery driver profile for David is already created in your Developer Edition org.

Set Up a Warehouse

With the delivery driver profile ready, the next step is to create a warehouse. It’s where delivery drivers and van sales reps start a tour.

Here’s how Fatima sets up a new warehouse.

This warehouse is already created for you in your Developer Edition org, so you can read along with the steps or verify that the warehouse is there.

1. Find and open Field Sales Management from the App Launcher.
   
2. From the App Launcher, find and select Warehouses, and then click New.
   
3. Specify these details:
   

• Warehouse Name: Downtown
• Sales Org: 0001
  
• Description Language: Downtown
  

4. Save your work.
   

Now that the warehouse is ready, Fatima ‌adds all the warehouse resources. She ‌associates the products that are stored at the warehouse, the vehicles used for the delivery tours, and the users, like the tour driver, with the warehouse that she created.

You can associate existing products, vehicles, or users to the warehouse, or you can create these resources and then associate them with the warehouse afterward.

Assign a Product to the Warehouse

All products need a home, so in direct store delivery, each product ‌must be assigned to a warehouse. To identify the products that are stored at and shipped from the warehouse, Fatima ‌assigns them to the warehouse she created. In your Developer Edition org, a product is already associated with the Downtown warehouse.

Read along with the steps to learn how it’s done. You’ll take similar steps to complete the hands-on challenge at the end of this unit.

1. From the App Launcher, find and select Warehouses, and then select Downtown.
   
2. In the Related List Quick Links section, click Products.
   
3. Click New.
   
4. In the Product field, find and select Original Chips. You can also create a new product by selecting + New Product, if the required product isn’t listed.
   
5. Select Active.
   
6. Save your work.
   

Assign a Vehicle to the Warehouse

To manage vehicles like vans, trucks, and trailers, which deliver ‌goods to stores, use vehicle records in CG Cloud. A vehicle is already associated with the Downtown warehouse in your Developer Edition org.

Fatima assigns the relevant vehicle to the Downtown warehouse.

1. From the App Launcher, find and select Warehouses, and then select Downtown.
   
2. From the Related List Quick Links section, click Vehicles.
   
3. Click New.
   
4. In the Vehicle field, find and select Truck 001.
   
5. Select Active.
   
6. Save your work.
   

Assign a User to the Warehouse

Drivers and van sales reps must also be assigned to a warehouse. This user is already associated with the Downtown warehouse in your special developer edition org.

Fatima assigns the user profile of the delivery driver, David Lopez, to the warehouse.

1. From the App Launcher, find and select Warehouses, and then select Downtown.
   
2. From the Related List Quick Links section, click Users.
   
3. Click New.
   
4. In the Users field, find and select the tour driver’s profile David Lopez.
   
5. Save your work.
   

The warehouse and key resources are now ready for direct store delivery. To learn more about adding or assigning products, vehicles, and users to a warehouse, see Warehouse Management.

Resources

• Salesforce Help: Warehouse Management