Cancel a scheduled visit from the Consumer Goods Cloud mobile app on your device when external factors such as bad traffic, damaged or stolen inventories, payment issues, or store-related constraints that prevent its completion. This improves operational efficiency and provides accurate, real-time data through visit cancellations.
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 on the tour must not have started or been completed.
Considerations
Keep these considerations in mind while canceling a visit.
- You can’t cancel a completed visit, or a visit from a completed tour. The cancel option for a visit is shown for a visit based on this consideration.
- You must provide a cancellation reason if your admin enables Cancel Reason Required in the Visit Template. See Visit Template.
- Your GPS location is noted during cancellation if your admin enables Location Capture During Cancel in the Visit Template. See Visit Template.
- You can cancel one visit at a time.
To cancel a visit:
- 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, from the context menu of the visit, tap
Cancel.
Tip If you can’t find the visit, tap View Visits and look for it in the list. Then from the context menu of the visit, tap Cancel. - Select a visit cancellation reason if prompted.
- Tap Yes on the confirmation message.
The app cancels the visit and automatically cancels all unreleased delivery documents and orders in the visit with the Canceled By Call reason. The visit status changes to Abandoned and the visit is no longer visible in Tour Cockpit main view after cancellation. You can find the canceled visit by tapping View Visits on Your Visits card.