Retail: digital workflow guide

Start digitalizing Retail by making clear which record passes from whom to whom. Separate products, store stock, orders, payments, exchanges, and returns by channel using shared SKUs.

Workflow boundaries

Record fields and ownership

For Retail, link product/SKU, store/channel, and sale/return records by a work or project ID. Define an owner, evidence, and completion condition at each step.

Pilot checklist

• Document current steps and owners.
• Choose one pilot and standardize fields.
• Test access, change history, and export.
• Document exceptions and manual fallback.

Auditable records

Separate products, store stock, orders, payments, exchanges, and returns by channel using shared SKUs. Reports should show date range, source, and treatment of cancelled/blank records. Limit personal or sensitive data to a defined purpose and authorized access.