Configurations for Start of the Tour Activities on the Consumer Goods Cloud Offline Mobile App

When you download the demo data, use templates such as Order Template, Order Item Template, and Inventory Transaction Template for the check-out process. The templates are prepoulated with key fields along with the all relevant fields for the template to perform a checkout without manually making these configurations. To customize these templates or create check-out templates, configure these key fields on the Consumer Goods Cloud desktop app along with the relevant fields required for that template.

Product Check-Out Documents

To show the product check-out documents on the mobile app, make these configurations on the desktop app. Inventory documents such as product check-out documents are based on orders with a specific record type. Associate the tour with an order having:

• Product Check-out as the document type
• Truck Load as the record type
• Tour driver as the responsible user

SKU Check-Out

To enable a tour driver to perform an SKU check-out on the Items page of a product check-out document on the Consumer Goods Cloud offline mobile app, modify these settings for the order template on the desktop app:

• Record type: Truck Load
• Document type: Product Check Out
• Mobility relevant: Yes
• Check-out type: SKU
• Item presetting policy: Prepopulated
• One order item template assigned and mark that as Main.
• Consider Modification Reason field in Order Template for the display of the Reason Type field on the Product Check Out page.
• Modification Reason field in the Order Item Template for the behavior of the Reason Type field on the Product Check Out page.

Check-Out Summary

For the calculation and display of product prices on the product check-out document summary, ensure these settings for a product:

• Value: Product condition
• Product Price: Condition template
• Factory: Price type

Considerations for Check-Out Summary

• Only the order items in a check-in document that have the Check in Qty or Expected Qty value that's greater than 0 are saved.
• Consumer Goods Cloud doesn’t support recalculation when you edit item quantities on the desktop app. The modified quantities are kept but recomputation doesn’t happen.
• The app calculates the total value based on a simple pricing mechanism and calculates the total value depending on the number of products. The value of each UoM is as per the UoM set as the Price Unit. To calculate the total amount, each UoM is converted to Price Unit UoM and multiplied by the value.

Add Products to a Check-Out Document

To enable a tour driver to add products to a check-out document, make sure that the product:

• Is part of the start warehouse and is in the Active status
• Has at least one UoM with Is Order Unit as Yes
• Has State as Active
• Has Current Date between Delivery Valid From and Delivery Valid Thru
• Has Order Ability as Yes for the UoM

Scan Products in a Check-Out Document

Make these configurations for product scan to happen in a product check-out document: 

• Barcode Scan Behavior in Order Template
• Scanning Increment in Order Item Template that determines the increment in quantity post each scan
• UoM Scan Behavior in Order Item Template:
  • If UoM Scan Behavior is set as Standard, the product scan applies to the UoM whose Is Order Unit is Yes
  • If UoM Scan Behavior is set as Current, the product scan applies to the UoM chosen in the UoM Scan Default Unit field
  • If UoM Scan Behavior is set as Barcode, scan for the exact UoM of a product
• UoM Scan Default Unit in Order Item Template
• The product
  • Is part of the start warehouse and is in the Active status
  • Has at least one UoM marked with Is Order Unit as Yes
  • Has state as Active
  • Has Current Date between Delivery Valid From and Delivery Valid Thru
  • Has Order Ability as Yes for the UoM

Note For a product with UoMs that have the same GTIN or multiple products that have the same GTIN, the product scan is applicable for all product UoMs that have Is Order Ability as Yes. The driver can then choose the UoM applicable for the scan.

Signature and Release Check-Out Document

Configurations to be done for the signature and release process to happen for a product check-out document: 

• The release button is visible only if a Direct Approval Workflow and Signature Template are associated with an Order Template having the Creation Platform as Mobility and Mobility Relevant field as Yes.
• To sign and release a check-out document, associate a workflow with the order template.
• To configure the attributes and the flow for the signature process, use the Signature Template and Signature Flow Steps.

Inventory Transaction Creation

To create inventory and inventory transactions for products in a check-out document that is released, make these configurations. The combination of the product with tour, vehicle, or user serves as an anchor for the creation of inventory and inventory transactions.

• In Object Manager, for the Order Template object, add the Vehicle and Tour picklist values to all inventory reference picklist fields. See Add Picklist Values.
• Open the mobile picklist mapping extension for the inventory reference fields and save them once.
• In Order Template, set:
  • Consider Inventory as Yes.
  • Inventory Reference 1 (for example, as Tour). You can also set the inventory reference as Vehicle or Actual User, and create an inventory with only one inventory reference.
• In Order Item Template, create an Order Item Inventory Transaction with:
  • Used for Display as Yes
  • Inventory Control Template as Tour Inventory (Tour) in line with the inventory reference. If the inventory reference is Vehicle, select the Inventory Control Template as Tour Inventory (Vehicle) and similarly, select Tour Inventory (User) for the user.
• For the Inventory object, set the Record Type as Inventory.
• In Inventory Control Template, set:
  • Product Policy, and (Tour or Vehicle or User) Policy as One.

    An inventory and inventory transaction is created if this anchor combination doesn’t exist. If the anchor combination (Product and Tour) exists for an inventory, then no new inventory is created and the inventory transactions are added to the existing inventory.

  • Inventory Control Measure as Qty/Consumer Unit or Qty/Order Unit.

    This setting determines the product UoM for calculating the total amount in the inventory transaction.

• In Inventory Transaction Template, set:
  • Inventory Reference in correlation to the Inventory Reference in the Order Template.

Other Configurations

When the start of the day tour activities are done on the mobile app by the tour driver, make sure that:

• The Completed Tour Activities field in Tour is marked as Yes when the driver explicitly completes the start of the tour activities on the mobile app.
• The Vehicle Details Reviewed field in Tour is marked as Yes after the tour driver confirms the vehicle details.