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Set Up and Maintain Retail Execution
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            Manage Tour Checks for Tour Templates

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            Manage Tour Checks for Tour Templates

            Create vehicle and safety checks with tour checks. Associate the checks with a tour template, specify the order of the checks, and mark whether the checks are a start-of-day or end-of-day activity. After setup, the driver completes all vehicle and safety checks during the tour.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To manage the tour check in a tour template: Direct Store Delivery for Consumer Goods Offline Mobile App
            Note
            Note A tour template can’t have more than one tour check with the same check type.
            1. From the App Launcher, find and select Tour Templates.
            2. Search for and select the relevant tour template.
            3. In the Related List Quick Links section, select Tour Checks.
            4. Click New.
            5. Provide or update the tour check, sort, and usage.
              The driver completes the checks sequentially based on the order specified in the sort field. The sort field value must be greater than 0 and unique for a tour check type and usage combination.
            6. Save your changes.

            The Can_Updt_Tour_Checks_for_Cmpl_Tours custom system setting syncs and updates tour check records for completed or canceled tours. It is enabled by default. The setting prevents sync failures that can happen when tour check updates occur after tour completion or cancellation. If you're upgrading to the Consumer Goods Cloud managed package Winter ’26, create Can_Updt_Tour_Checks_for_Cmpl_Tours custom system setting manually in Setup. Refer the Create a Custom Setting to Run the Enhanced Effective Account Manager Sync Batch page for steps to create the setting.

             
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