---
schema_version: "1"
id: ed56b50fb0a96d6350a3a4a5fa674bacfc7c424344e851b1bc87c402d3c40b2d
title: Perform Retail Execution Activities as Hybrid User
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_concept_user_hybrid_user.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_concept_user_hybrid_user.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5c96505bf6ecffa82fce35a2e043f0688d1f75fc1afb5cc7e8eea3c656ed1651
description: Perform visit tasks alongside direct store delivery or van sales execution. During a delivery visit, you can complete visit activities such as store or shelf compliance checks, track assets, or create retail orders.
products:
  - Consumer Goods
release: "264"
---
# Perform Retail Execution Activities as Hybrid User

Perform visit tasks alongside direct store delivery or van sales execution. During a delivery visit, you can complete visit activities such as store or shelf compliance checks, track assets, or create retail orders.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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            <p>Available in: Lightning Experience </p>
            <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and
              <strong>Unlimited</strong> Editions where Consumer Goods Cloud is enabled
            </p>
          </td>

        </tr>
      </tbody>
    </table>

## Store Check

Perform an ‌audit at a retail store or secondary locations, like Point of Sales (POS). Answer all required questions and upload pictures for selected questions. Edit store checks only for visits in progress.

Conditional audits display questions based on your answers. Questions can be prepopulated with answers depending on admin configurations such as target values or values from your last visit.

To perform a store check, see [Conduct a Store Check](https://help.salesforce.com/s/articleView?id=ind.cg_task_user_offline_app_store_check.htm&type=5&language=en_US).

## Capture Survey

Do a shelf compliance by completing the survey for the visit. Use the filter option to quickly search for a product for which you're answering the question in the survey. Add new products to the survey list by using the Add Products option. During a survey, you can even add a product or highlight an existing product by scanning the barcode.

You can capture a survey only if the visit is in progress. Questions can be prepopulated with answers depending on admin configurations such as target values or values from your last visit.

To conduct a survey, see [Answer Surveys While Executing Visits](https://help.salesforce.com/s/articleView?id=ind.cg_task_user_answer_visit_survey.htm&type=5&language=en_US) and [Manually Add Products to a Survey](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_visit_survey_products.htm&language=en_US&type=5).

## Track Assets

Take a survey and track assets during the delivery visit to make sure they’re placed at the right customer location. If you notice an asset that isn’t registered with the customer, you must register and track the asset. It’s a legal requirement that all assets are assigned to the right customer. You can perform asset tracking only if the visit is in progress.

With asset tracking, you can

- View the list of verified and nonverified assets.
- Verify the assets that are assigned to the store.
- Filter specific sighted assets.
- If needed, capture asset-related notes.
- If needed, scan and add a new asset with a serial number.
- View attachments that are associated with the assets.

To know more on asset tracking, see [Audit an Asset](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_assets_audit.htm&type=5&language=en_US).

## Create an Order

To create a retail order, see [Order Management](https://help.salesforce.com/s/articleView?id=ind.cg_concept_user_order_management.htm&type=5&language=en_US).