Review final tour details, perform vehicle inspections, do product check-ins for remaining products on the truck and returns, and complete all the end-of-the-day activities for a tour.
Required Editions
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
After an activity is completed, the app shows a checkmark icon as a visual indicator for completion of the activity. You can perform end-of-the-day activities after all visits are completed or canceled and the tour is in progress. After all activities are completed, you can end the tour.
- Review Tour and Vehicle Details
Review the tour and vehicle information and update them if necessary at the end-of-the-day. Document the end warehouse, complete the basic vehicle inspection, record vehicle mileage depending on the tour configurations. - Perform Vehicle Inspection
Complete vehicle checks at the start and end of your tour, and make sure your vehicle meets company and legal requirements. You can't complete the start and end tour activities without performing the configured vehicle checks. - Conduct Safety Checks
Complete tour safety checks at the start and end of your tour to follow legal and safety regulations. You can't complete the start and end tour activities without performing the configured safety checks. - Initiate Inventory Check-In
After completing all visits, you can count the remaining products and return them from the truck to the warehouse through check-in documents. You can check-in returned products (sellable or damaged) and the remaining products on the truck (left on vehicle). You can check-in multiple times at the end of a tour and can even partially check-in products, depending on the Product Check In Policy set by your admin. - Review, Sign, and Release Product Check-In Document
As a driver, review, and return the products from the truck to the warehouse. You’re responsible for the truck load and are charged for shortfall quantities. A confirmation from you and a warehouse checker is required, according to compliance regulations of the company. - Complete a Tour
After you finish all end-of-the-day activities, complete the tour. The Consumer Goods Cloud offline mobile app synchronizes the tour data to Salesforce automatically.