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Set Up and Maintain Retail Execution
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            Visit, Order, and Delivery Document Cancellation

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            Visit, Order, and Delivery Document Cancellation

            Users can cancel visits, deliveries, and orders on their mobile devices when unexpected events stop them from finishing tasks. Some common reasons for cancellation include inventory issues such as damaged or expired goods; logistics problems such as bad traffic, payment issues when customers can't process transactions; or store-related issues such as unexpected closures or disputes over orders.

            Required Editions

            Available in: Lightning Experience

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

            The cancellation mechanism boosts operational efficiency by providing real-time data tracking, comprehensive audit trails for field operations, and simplifying driver workflows by reducing manual communication.

            Visit Cancellation

            Hybrid users and tour drivers can cancel scheduled visits from an ongoing tour. The user must give a reason for cancellation, depending on the cancellation reason setting in Visit Template. The app even records the location when a visit is canceled, based on the location capture setting in Visit Template. If configured, the visit cancellation reason and geolocation (latitude and longitude) is stored in the Visit entity.

            When a visit is canceled, the app automatically cancels all related unreleased orders and delivery documents. If a cancellation reason is configured as required for orders or delivery documents, they’re canceled with a predefined reason (Canceled by Call).

            Users can't cancel visits that have started, are completed, or are part of a completed tour.

            Delivery Document Cancellation

            Hybrid users and tour drivers can cancel a delivery document from an ongoing visit. The user must give a reason for cancellation, depending on the cancellation reason setting in Order Template. The reason the user gave for canceling is saved with the delivery document. Canceling an unreleased delivery document doesn't affect the inventory.

            Users can't cancel released delivery documents or delivery documents from completed visits or tours.

            Order Cancellation

            Hybrid users and tour drivers can cancel individual orders from an ongoing visit. The user must give a reason for cancellation, depending on the cancellation reason setting in Order Template. The reason the user gave for canceling is saved with the order. Canceling an unreleased order doesn't affect inventory.

            Users can't cancel released orders or orders from completed visits or tours.

            See Also

             
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