Cancel a delivery document from the Consumer Goods Cloud mobile app on your device when you can’t complete the delivery document 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 a delivery document.
- The cancel option for a delivery document is shown based on these considerations
- You can’t cancel a delivery document from a completed or abandoned visit.
- You can’t cancel a delivery document from a completed tour.
- You can’t cancel a released delivery document.
- Canceling an unreleased delivery document 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 delivery document at a time.
- 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 Delivery Documents card, from the context menu of the
delivery document, tap Cancel.
Tip If you can’t find the delivery document, tap View Documents and look for it in the list. Then from the context menu of the delivery document, tap Cancel. - Select a delivery document cancellation reason if prompted.
- Tap Yes on the confirmation message.
The delivery document status changes to Canceled.