Check Out the Overview Tab

Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled.

Special Instructions

Informal, unstructured instructions provided by your manager that are not tracked against predefined target values. Examples include pitching new products or discussing upcoming promotions with the store manager. If there are no Special Instructions, you can perform your usual tasks.

Previous Visit

List of previous visits to the store, if any. Visit records sort by date and time, with the most recent record first. Depending on your permissions, you can view up to the last 10 visits. The records can include notes associated with the visits, status of each visit, owner of the record, and completion time of each visit.

Previous Orders

Orders placed during previous visits to the store. You can view the list of products that were ordered and their corresponding quantities. Tap Reorder to repurpose this list for a new order.

Store Details

Store details, such as preferred visit days and times, payment modes, and delivery frequency.

Account Details

Details of the account the store belongs to.