Delivery Cockpit on the Consumer Goods Offline Mobile App

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 for additional information.

• On the Main tab, view the customer name, address, email and communication details, customer classification type, status, geographical location, and trade org details.
• On the remaining tabs, view:
  • 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

Get 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. The context menu of an order has options to copy, open, cancel, or delete the order.

Get the list of recent delivery documents, return documents, or empty return documents related to the tour. You can filter the list of documents that are assigned to the visit by:

• Document ID
• Transaction type (for example, credit or cash)
• Number of product cases (in sales units)
• Total document value
• Status of the sales document: Open or Completed with the status icon.