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Adjust Deliveries

Adjust the product quantities if a customer wants more or less or doesn't have enough money to pay for the full delivery.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

User Permissions Needed
To work with delivery documents:

CGCloud Tour Driver

OR

CGCloud Retail Tour Driver AND CGCloud Retail User

AND

Direct Store Delivery for Consumer Goods Offline Mobile App

Make sure that the tour and the visit are in progress, and the start-of-the-day activities are complete.

  • You can adjust the product quantities only if your admin has configured it in the order item template. You can only increase, only decrease, or increase or decrease the quantity, depending on the settings set by your admin in Order Item Template on the Consumer Goods Cloud desktop app. When quantity changes aren't allowed, a warning message appears and resets the quantity to the original quantity.
  • Selecting a modification reason can be required, depending on the configurations by your admin in Order Template and Order Item Template.
  • You can make edits to the customer's purchase number or header discount, depending on the configurations in Order Template.
  • You won't see the calculate button when your admin has set the order for base price calculation or Penny Perfect Pricing calculation in edit mode.
  • You can collect partial payment and select the payment modification reason depending on the configurations by your admin in Order Template.

To adjust deliveries:

  1. On the Delivery Cockpit, tap a delivery document from the Delivery Documents card.
  2. On the Items tab, adjust the product quantities. Change the quantity of the main unit of measure directly in the product list. And if needed, change the quantity for additional units of measures in the details area.
  3. If needed, choose a modification reason for the quantity changes.
  4. Tap Header to review the document information, document value, and product details.
  5. If the customer is paying in cash, choose Payment Collected? to Yes.
    You can skip this step if the customer isn’t paying in cash.
  6. Provide the amount paid by the customer.
  7. Click Calculate if you see the calculate button for the order.
  8. To view the draft invoice, tap Preview.
    You can preview the invoice. The app adds a watermark to the generated PDF that shows the invoice as a draft document.
  9. Tap Release and then tap Sign Now to add the signatures.
  10. Tap Confirm and then tap Release.

See Also