Complete a visit after you finish all van sales orders, return orders, and other visit activities.
Required Editions
The tour must have at least one visit in progress having all orders completed (or canceled).
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions that have Consumer Goods Cloud 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 |
To complete a visit, tap the End Visit button on the Delivery
Cockpit header or the Visit Summary card. Alternatively, you can complete a visit by selecting
the End option in the context menu for a visit from Your Visits card or the Visits Agenda page
on the Tour Cockpit.
When you complete a visit:
- The visit status changes to Complete in the Visit Summary card on the Delivery Cockpit.
- The visit status icon changes in Your Visits card on the Tour Cockpit.
- The visit details are available in the read-only mode.
- The app updates the Actual End Time on the Visit Summary card.
- The app autosyncs the tour data to the Consumer Goods Cloud desktop app.