During a visit, place a van sales order, deliver the products from the truck inventory
during the same visit, or pick up the returns from the store. Place an order as you would in
Retail Execution. The app helps you capture fast orders, mark order suggestions, and scan for
products.
Required Editions
There must be at least one tour and one visit for the tour in progress.
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions that have Consumer Goods
Cloud enabled |
| User Permissions Needed |
| To create a van sales order: |
CGCloud Tour Driver
OR
CGCloud Retail Tour Driver AND CGCloud Retail
User
AND
Direct Store Delivery for Consumer Goods Offline Mobile App
|
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On the Delivery Cockpit, tap Create New Order on the Orders
card.
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Select an order template.
The app shows the order items.
-
Select a product from the list of products.
The app shows the details such as the product description, number, quantity, and
discount details.
-
To search for a product, use the search bar at the top of the order page.
Tap the respective tabs to view All, Basket, Promotion, New, History, or Out of Stock
products.
-
To filter the products (for example, Category), use the
icon.
-
Add the product quantities and tap Calculate.
You can order only the products with available stock (stock value greater than 0 for
the product) in the current truck inventory based on the order inventory, assortment, and
listing configurations.
-
After recalculation, you can review, sign, and release the order.
