Review Tour and Vehicle Details

Review the tour and vehicle information and update them if necessary at the end-of-the-day. Document the end warehouse, complete the basic vehicle inspection, record vehicle mileage depending on the tour configurations.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

User Permissions Needed
To manage tour and vehicle details:

CGCloud Tour Driver

OR

CGCloud Retail Tour Driver AND CGCloud Retail User

AND

Direct Store Delivery for Consumer Goods Offline Mobile App

Make sure at least one tour is running and all visits for the tour are completed or canceled.

Look at these considerations when you review tour and vehicle details:

  • Complete the Review vehicle details activity when odometer reading and vehicle condition checks are required. Otherwise, you can skip this activity.
  • The actual tour end date is set as the current date and time.
  • You must enter a valid odometer reading. The system shows a validation message when you provide an invalid odometer reading, such as a non-numerical value or when the odometer’s end reading is less than the odometer’s start reading.
  1. On the Tour Cockpit, on the Tour Details card, tap View Tour.
  2. On the Tour Details tab, if necessary, select End Warehouse, and tap back.
    The end warehouse you select can be different from the start warehouse, depending on the Consider Multiple Warehouses setting of the tour. See End Tour Configurations.
  3. On the Review Vehicle Details tab, update the odometer reading of the vehicle. You can skip this step if your admin has set the Consider Mileage Odometer setting as Yes for the tour.
  4. Select the vehicle condition during end tour.
    The default value is No. You can skip this step if your admin has set the Consider Vehicle Status as No.
  5. If the vehicle isn't in good condition to complete the tour, select the end tour vehicle condition reason.
    You can skip this step if your admin has set the Consider Vehicle Status as No or has selected Only Status for the tour.
  6. Tap back.

On the End Tour Activities card, the review vehicle details activity is shown as completed.