Cancel an order from the Consumer Goods Cloud mobile app on your device when you can’t complete the order due to payment, logistic, or inventory issues.
Required Editions
|
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
| User Permissions Needed | |
|---|---|
| To complete a visit: |
CGCloud Tour Driver OR CGCloud Retail Tour Driver AND CGCloud Retail User AND Direct Store Delivery for Consumer Goods Offline Mobile App OR CGCloud Retail Hybrid User AND CGCloud Retail User |
- The tour must be running.
- The visit must be in progress.
Considerations
Keep these considerations in mind while canceling an order.
- The cancel option for an order is shown based on these considerations
- You can’t cancel an order from a completed or abandoned visit.
- You can’t cancel an order from a completed tour.
- You can’t cancel a released order.
- Canceling an unreleased order doesn't impact inventory.
- You must provide a cancellation reason if your admin enables Cancel Reason Required in Order Template. See Order Template.
- You can cancel only one order at a time.
To cancel an order:
- Login to the mobile app with your user credentials.
- On the Driver Cockpit, select the tour.
- In the Tour Cockpit, on the Your Visits card, select the visit in progress.
-
In Delivery Cockpit, on the Order History card, from the context menu of the order, tap
Cancel.
Tip If you can’t find the order, tap All Orders and look for it in the list. Then from the context menu of the order, tap Cancel. - Select an order cancellation reason if prompted.
- Tap Yes on the confirmation message.
The order status changes to Canceled.