Add a customer by scanning a barcode. You can then use this customer to create visits.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled |
| User Permissions Needed | |
|---|---|
| To create customers: |
CGCloud Sales User OR CGCloud Retail Sales User AND CGCloud Retail User |
You can create visits by using a barcode if:
- Customers have a valid barcode
- The status of the tour is Running
- In the weekly or daily view, tap the menu, and then select Scan Customer.
- Save your changes.