You can create van-sales tours from the routes for the warehouse drivers. When you
create a tour from a route, the system populates the tour data from the route. You can define the
tour date, add tour notes, and adjust the tour data.
Required Editions
| Available in: Lightning Experience in Performance, Enterprise, and
Unlimited Editions with the Consumer Goods Cloud enabled
|
| User Permissions Needed |
| To manage tours: |
Direct Store Delivery for Consumer Goods Offline Mobile App |
Before you create a tour from a route, make sure that:
- Make sure that multiple customers are added to a route.
- The route is present and is in the active status.
- The route has an associated tour template and the tour template is in the active
status.
- The route has at least one customer with a visit.
-
From the App Launcher, find and select Tours.
-
Click New Tour via Route.
-
Enter the tour name, description, reference route, and start date time (based on the route
selection).
-
Save your changes.
The system creates a tour with the status set as Initial. The system presets all tour
details from the tour template, the tour checks, and the tour object references. The system also
presets the warehouse, user, and vehicle details from the associated route. The system creates a
corresponding visit for each customer on the route and associates it with the tour.
