Loading
Salesforce now sends email only from verified domains. Read More
Retail Execution at Your Fingertips
Table of Contents
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
          Van Sales Delivery Execution

          Van Sales Delivery Execution

          After completing the start tour activities in the warehouse, execute the tour by directly delivering products to stores by using van sales orders. During the delivery execution process, the tour driver begins a visit, places orders for product delivery, or collects returns via a return order. The tour driver then finalizes the order, generates a cash or credit invoice, prints or shares the invoice, and completes the order.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled

          For each visit, perform these activities:

          • Start the visit.
          • Create an order with products from the truck (van sales).
          • Review order notes.
          • Calculate the van sales order using simple pricing or Penny Perfect Pricing.
          • Collect cash for the van sales order.
          • Sign and print the cash invoice.
          • Pick up returns and create a return order.
          • Finalize and complete a visit.

          With van sales, you create an order (depending on the demand from the store), pick up single boxes of products from the van, and place the products directly on the shelf. You check the shelves, collect damaged and expired products, and create a return order.

          Note
          Note All van sales orders must be completed or canceled before you complete the tour.

          The app captures your location and the time at the start of the visit (depending on set configuration). After order completion, app automatically updates the truck inventory (depending on set configuration) and uploads the inventory and order data to the Consumer Goods Cloud desktop app.

           
          Loading
          Salesforce Help | Article