End of day activities and tour completion
Key Takeaway
After every visit is completed or canceled, the driver finishes the mandatory end-of-day activities and taps End Tour. The tour data then syncs to Salesforce when the tour template's "Sync Options" setting is OnTourEnd or OnTourStartEnd.
In Direct Store Delivery (DSD), a driver runs a tour that delivers goods from a warehouse straight to retail stores. End-of-day activities are the closing steps the driver does on the Consumer Goods offline mobile app after the last visit. The driver reviews tour and vehicle details, runs vehicle and safety checks, and checks leftover and returned products back into the warehouse. The last step is completing the tour, which syncs the tour data to Salesforce when the tour template is set up for it. The order matters because the driver can't complete the tour until the visits and the mandatory end-of-day activities are done.
Where End of Day fits in DSD
The DSD and Van Sales model runs in these phases:
- Tour Preparation
- Start of Day
- Delivery Execution
- End of Day
- Tour Monitoring
Start of Day ends with the driver starting the tour. End of Day ends with the driver completing the tour.
End of Day covers these activities:
- Inventory check-in
- Inventory audits
- Product and cash differences
- Vehicle check time measurement
- Presettlement
- Replenishment orders
- Vehicle and safety checks