Use the Tour Cockpit to view a tour for review or start a tour for tour execution. The Tour Cockpit shows tour-related information such as visits, tour messages, inventory check-out, delivery, inventory check-in documents, and other tour-related activities.
Required Editions
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
The table describes the cards on the Tour Cockpit. The tour description appears as the page header on the tour cockpit.
| Card | Description |
|---|---|
| Summary |
Shows the driver's details, today’s date, and the number of remaining visits and documents for the driver. The remaining visits are delivery visits that aren’t canceled or abandoned. The remaining documents are delivery documents that aren’t released, closed, or canceled. |
| Tour Details |
Shows the start warehouse name, the tour start date, and the tour status.
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| Start Tour Activities |
Shows a list of activities a driver must complete at the start of the day such as reviewing vehicle details and inventory check-out. To review vehicle details, tap Review vehicle details. To perform vehicle checks, tap Inspect Vehicle. To perform safety checks, tap Safety Checks. To review a check-out document or proceed with inventory check-out, tap Check out products. To confirm the completion of the start of the day activities, tap Activities Completed. The system validates if the user has completed all the start of the activities. If the user has completed the activities, then the button is disabled and the button icon changes to a green tick mark. You can use the Visual Studio Code Based Modeler for Consumer Goods Cloud to add activities to this card. |
| End Tour Activities |
Shows a list of the activities that the driver must complete at the end of the day such as reviewing vehicle details and inventory check-in. To review vehicle details, tap Review vehicle details. To perform vehicle checks, tap Inspect Vehicle. To perform safety checks, tap Safety Checks. To review a check-in document or proceed with an inventory check-in, tap Check in products. |
| Your Visits |
Shows the recent visits for the tours. The visits are sorted in descending order by the planned date and time. Use the Start from the context menu to begin a visit. Use the Open to view a visit from the context menu. To view the list of all associated visits (excluding deleted visits) for the tour with the visit details and location on the map, tap View Visits. |
| Tour Message | Shows a message from the warehouse admin. Messages are tour-related notes such as changes in the visit sequence, cancellations, or inventory issues. The warehouse admin adds a message when they set up a tour on the Consumer Goods Cloud offline mobile app. |
| Next Visit Guidance |
Shows the location of the upcoming visit for the tour on the map.
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- Start a Tour on the Tour Cockpit
Start a tour and carry out all the start-of-the-day activities before delivering the products to the stores. - Review Tour Visits
View customer location details with the route and traffic information on the map for visits of the tour. - Confirm Tour Details
Review and update the tour information at the start of the tour. For example, document the tour start time to comply with legal and company requirements in most markets. - Review Vehicle Details
You can execute a tour only if the vehicle for the tour is compliant with legal and company requirements. Validate the vehicle details and update them if necessary. After you complete the basic vehicle inspection, you can even record vehicle mileage based on the tour configurations. - 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. - 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. - Initiate Inventory Check-Out
Count the truckload, and verify and adjust the product quantities at the Unit of Measure (UoM) level. You can use the inventory check-out document to count the inventory or to load the products in your truck or trailer from the warehouse. - Add Products during Inventory Check-Out
You can include new products if the products on the truck aren’t part of the current load document. - Review Product Check-Out Summary
As a driver, you’re responsible for the truckload and any shortfall of product quantities. Validate the actual versus expected quantity, differences, and the total quantity and prices of the products. - Sign and Release Check-Out Documents
Before you leave the warehouse or store to run the delivery visits, confirm the truck inventory with your signature and release the check-out document. - Complete Your Start Tour Activities
After you complete all mandatory start tour activities, you must affirm completion of the process by clicking the Activities Completed button.