Execute an Inventory Check Task
Inventory task lets you record the for KPI values of a product or a product category.
Required Editions
| Available in: Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled. |
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Tap a visit.
Tasks for the visit show in the Tasks card.
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To start the visit, tap
.
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Tap a task.
The in-store locations show as tabs at the bottom of the screen.
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Tap an in-store location.
A list of products or product categories and the standard KPI to be recorded for the product or product category appear. If you’re using a tablet, the page appears as a split screen. The left panel shows the list of products and product categories. The right panel shows the KPIs of the selected product or product category. If you’re using a mobile device, to see the KPIs for a product or product category, tap a product or product category.
The highest-priority KPI is listed as Standard and the other KPIs are listed as Additional. If you’ve a long list of products or product categories, find a product or product category by using the search, scan, or filter option. To search for a product or a product category, use the name, product code, product ID, or GTIN. To scan the barcode of a product, use the device camera or an external laser barcode scanner. To see the list of product categories, use the filter option. When you select a product category, products associated with the category appear.
- Enter KPI values for all in-store locations.
- To return to the product screen, tap the back arrow.
- To go to the Task card, tap the back arrow again.
- To complete the other inventory check tasks in the list, repeat steps 3–7.
- After you’ve completed the tasks for the visit, to go to the User cockpit, tap the back arrow.
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To complete the visit, tap
, and then tap Complete.
If you haven’t completed the mandatory tasks, you can’t mark a visit as completed. If you can’t complete the mandatory tasks, enter a reason, and then abandon the visit.
