Review Tour Visits

View customer location details with the route and traffic information on the map for visits of the tour.

Required Editions

Available in: Lightning Experience in Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled
User Permissions Needed
To review visits:

CGCloud Tour Driver

OR

CGCloud Retail Tour Driver AND CGCloud Retail User

AND

Direct Store Delivery for Consumer Goods Offline Mobile App

You must have a tour with at least one delivery visit that isn’t Canceled or Abandoned.

  1. To view the list of all associated visits for the tour with the visit location on the map, tap View Visits on the Your Visits card.
    The app shows visit details such as customer name and address of the store, visit time, number of delivery documents or orders, and the location pin for each visit.
  2. To view the store address and location on the map along with the distance from the driver’s current location, tap Visit Location Icon.
  3. To view a route for the tour, tap Tour Route Icon.
  4. To view traffic information during the visit, tap Traffic Icon.

The app shows only the visits of the type Delivery that aren’t in the Canceled or Abandoned status.