Tour Planning
Plan a route plan and execute it for timely and direct delivery of goods to retailers from the warehouse.
Required Editions
| Available in: Lightning Experience in Performance, Enterprise, and Unlimited Editions with the Consumer Goods Cloud enabled |
After you set up the tour management templates, as part of tour planning, you can:
- Define reusable routes for warehouses with users, vehicles, and drivers.
- Assign multiple stores (by adding multiple customers) to routes.
- Review existing delivery tours in the system.
- Create van sales tours from existing routes.
- Create a van sales tour independently of a route.
- Assign visits to tours that aren’t derived from a route.
- Review the assigned tour checks, tour visits, and references.
- Create a Route
A route acts as a blueprint for creating tours. Use a route to define key characteristics, such as start warehouse, default user, and vehicles, for delivery, sales, or merchandising trips. A list of customer stops in a specific sequence, together with the visit type, is automatically assigned to a route. Routes are typically used in emerging or fragmented markets and are mapped to warehouses with drivers, products, and vehicles. - Tour Management
Tours are executable trips for the day and user and include tour-specific characteristics and configurations. A tour involves a series of planned customer visits. Delivery tours are integrated from external systems, while van sales, pre-sales, and merchandising tours can be created at the backend or in the mobile system (based on routes).
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