Loading
Feature degradation | Gmail Email delivery failureRead More
Set Up and Maintain Retail Execution
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create Tour from Route

            You are here:

            1. Salesforce Help
            2. Docs
            3. Set Up and Maintain Retail Execution

            Create Tour from Route

            You can create van-sales tours from the routes for the warehouse drivers. When you create a tour from a route, the system populates the tour data from the route. You can define the tour date, add tour notes, and adjust the tour data.

            Required Editions

            Available in: Lightning Experience in Performance, Enterprise, and Unlimited Editions with the Consumer Goods Cloud enabled
            User Permissions Needed
            To manage tours: Direct Store Delivery for Consumer Goods Offline Mobile App

            Before you create a tour from a route, make sure that:

            • Make sure that multiple customers are added to a route.
            • The route is present and is in the active status.
            • The route has an associated tour template and the tour template is in the active status.
            • The route has at least one customer with a visit.
            1. From the App Launcher, find and select Tours.
            2. Click New Tour via Route.
            3. Enter the tour name, description, reference route, and start date time (based on the route selection).
            4. Save your changes.

            The system creates a tour with the status set as Initial. The system presets all tour details from the tour template, the tour checks, and the tour object references. The system also presets the warehouse, user, and vehicle details from the associated route. The system creates a corresponding visit for each customer on the route and associates it with the tour.

             
            Loading
            Salesforce Help | Article