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.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled
User Permissions Needed
To review and modify vehicle details:

CGCloud Tour Driver

OR

CGCloud Retail Tour Driver AND CGCloud Retail User

AND

Direct Store Delivery for Consumer Goods Offline Mobile App

Before you modify the vehicle details, you must start a tour.

Before you review vehicle details keep this consideration in mind:

  • You must complete the review vehicle details activity when both odometer reading and vehicle condition checks are required. Otherwise, you can skip this activity and explicitly complete start of the tour activities.
  1. On the Tour Cockpit, on the Tour Details card, tap View Tour.
  2. On the Review Vehicle Details tab, verify and update the vehicles for the tour, if necessary.
  3. Verify and, if necessary, update the odometer reading of the vehicle.
    You must provide an odometer reading if your admin has set the Consider Mileage Odometer setting as Yes for the tour.
  4. Select whether the vehicle is in good condition to start the tour.
    The default value is No. It’s required to complete the vehicle condition check based on the Consider Vehicle Status setting. You can skip this step if your admin has set the Consider Vehicle Status as No.
  5. If the Vehicle checked is No, select the Vehicle Condition Status.
    You can skip this step if your admin has set the Consider Vehicle Status as No or Only Status for the tour.
  6. Tap back.

On the Start Tour Activities card, the review vehicle details activity is completed.