Delivery Cockpit on the Consumer Goods Offline Mobile App

Use the Delivery Cockpit to view the visit summary, review customer and order history, and create van sales orders.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled

Use these cards on the Delivery Cockpit for delivery execution:

Card	Description
Visit Summary	View visit details such as status, planned date and time or actual date and time, and planned or actual duration. To start a visit, use Start Visit.
Customer Details	Review key information about the store and the contact such as store name, address, priority, store image, phone, and mobile number of the store contact. This card is similar to the Customer Details card on the Store Cockpit. To send an email to the customer, tap Send Email. Tap Show Details: To view the customer name, address, email and communication details, customer classification type, status, geographical location, and trade org details on the Main tab. To view these details on the remaining tabs: Store location on the map Operating hours of the store Contact details of key store employees Sales report comparing sales for the previous and current years Existing Point Of Sale (POS). You can also assign new POS machines Details of visits to the store Roles, relations, listing classification, and store images
Orders	View the list of recent orders for the customer with order details such as status, order date, order template, and order value. To create van sales orders and return orders during a visit, tap Create New Order. To see the list of all orders (including completed orders), tap All Orders. For orders you can view these attributes: Order name Order status and responsible user Order values, order template name, and order date Tap an order to view the list of items, notes, and order header. To place an order, tap the Open option in the context menu for the order. To cancel an order, tap the Cancel option in the context menu for the order. To delete an order, tap the Delete option in the context menu for the order (only applicable to draft orders). To create a copy of an order, tap the Copy option in the context menu for the order.

Card

Description

Visit Summary

View visit details such as status, planned date and time or actual date and time, and planned or actual duration.

To start a visit, use Start Visit.

Customer Details

Review key information about the store and the contact such as store name, address, priority, store image, phone, and mobile number of the store contact.

This card is similar to the Customer Details card on the Store Cockpit.

To send an email to the customer, tap Send Email.

Tap Show Details:

To view the customer name, address, email and communication details, customer classification type, status, geographical location, and trade org details on the Main tab.
To view these details on the remaining tabs:
- Store location on the map
- Operating hours of the store
- Contact details of key store employees
- Sales report comparing sales for the previous and current years
- Existing Point Of Sale (POS). You can also assign new POS machines
- Details of visits to the store
- Roles, relations, listing classification, and store images

Orders

View the list of recent orders for the customer with order details such as status, order date, order template, and order value.

To create van sales orders and return orders during a visit, tap Create New Order.

To see the list of all orders (including completed orders), tap All Orders. For orders you can view these attributes:

Order name
Order status and responsible user
Order values, order template name, and order date

Tap an order to view the list of items, notes, and order header.

To place an order, tap the Open option in the context menu for the order.

To cancel an order, tap the Cancel option in the context menu for the order.

To delete an order, tap the Delete option in the context menu for the order (only applicable to draft orders).

To create a copy of an order, tap the Copy option in the context menu for the order.

The Start Visit button on the delivery cockpit begins the visit. The app tracks your location and start time depending on the Location Capture at Start and Capture Proceeding Time configurations on the Visit Template object set by the admin.

The End Visit button on the delivery cockpit is shown for in-progress visits to end a visit. The end visit captures your visit completion location and end time depending on the Location Capture at Complete and Capture Proceeding Time configurations on the Visit Template object set by the admin.

Start a Visit
Before you leave the warehouse and start a visit, complete all the Start Tour Activities. Until these activities are completed, all visits assigned to the tour are in read-only mode. Also, you can have only one visit in progress across multiple tours.
Review and Manage Orders
On the Orders card, you can review and track the list of existing van sales orders for the visit.
Create Orders
During a visit, place a van sales order, deliver the products from the truck inventory during the same visit, or pick up the returns from the store. Place an order as you would in Retail Execution. The app helps you capture fast orders, mark order suggestions, and scan for products.
Add Products or Scan Products for Van Sales Orders
You can include new products for van sales orders.
Finalize Van Sales Order and Print Invoice
Review the order items and notes, preview the invoice, sign and release the order, and print or share the invoice.
End a Visit
Complete a visit after you finish all van sales orders, return orders, and other visit activities.
Cancel a Visit
Cancel a scheduled visit from the Consumer Goods Cloud mobile app on your device when external factors such as bad traffic, damaged or stolen inventories, payment issues, or store-related constraints that prevent its completion. This improves operational efficiency and provides accurate, real-time data through visit cancellations.
Cancel an Order
Cancel an order from the Consumer Goods Cloud mobile app on your device when you can’t complete the order due to payment, logistic, or inventory issues.