For the complete documentation index, see llms.txt. This page is also available as Markdown.

Details

Use Details to maintain the shared information for a retail plan. It includes the plan name and date range, tags, assignees, Event roles, notes, Plan Flowers, markups, and settings available to your workspace.

The date range matters beyond list organization. It also determines whether the plan can be active for Retail Quick Reference on a given day. Plan Flowers is the plan's shared flower palette. It can help product setup, but individual product ingredients still belong on Recipes.

Retail plan Details tab showing the plan name, date range, tags, assignees, Event Roles, plan flowers, markups, and settings.

See Edit retail plan details and Lock or unlock a retail plan.

In this section

Last updated

Was this helpful?