Use delivery documents to deliver preordered products based on the inventory on the
truck. During delivery execution, start a visit, provide products from the truck, and obtain
signatures. Generate cash or credit invoices, and print or share invoices to finalize the
delivery. You can pick up sellable returns, damaged products, or empty containers by using the
return documents. The delivery documents and inventory sync to Salesforce when you complete the
visit.
Required Editions
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Available in: Lightning Experience
Available in: Enterprise and
Unlimited Editions where Consumer Goods Cloud is enabled
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For each visit, you can perform these activities.
- Start the visit.
- Deliver preordered products by using delivery documents.
- Adjust product delivery quantities if needed based on truck inventory.
- Add or scan products into the delivery documents.
- Review delivery notes.
- Validate the precalculated price for the delivery document.
- Get a signature from the store manager, print, or share the cash or credit
invoice.
- Pick up damaged products or returns by using the return document.
- Finalize and complete a visit.
During a delivery, you park the truck at the loading dock, pick up the
pallets from the truck, and place the pallets in the stockroom. The store manager or clerk
then validates the stock.
After you complete a visit, the visit information,
delivery documents, and inventory data are synced from the Consumer Goods Cloud offline
mobile app to Salesforce (Consumer Goods Cloud desktop app).
Your location and the
time at the start and end of the visit are captured depending on a set configuration. See
Delivery Execution Configurations.
