Cash float transactions for DSD payments
Key Takeaway
A collected cash or check payment creates a new cash float inventory only when no inventory exists yet for its anchor: the tour, vehicle, or user. If an inventory already exists for that anchor, the payment's transaction is added to the existing inventory.
Cash float transactions record the cash and check payments that drivers and reps collect for orders, direct store deliveries, and van sales in Agentforce Consumer Goods. The collected money is tracked in an inventory tied to a tour, a vehicle, or a user. You set this up by linking an Order Template to an Order Payment Template, which in turn points to an Inventory Control Template and an Inventory Transaction Template. When you know how these pieces connect, you can predict when a payment starts a new cash float inventory and when it joins an existing one.
What cash float transactions track
Cash float transactions record the payments that drivers and reps collect. Salesforce tracks cash float transactions only for payments made in cash or check. Cash float transactions apply to standard orders, direct store deliveries, and van sales deliveries.
The collected money is tracked in an Inventory with the Cash Float record type. The inventory is tied to an anchor, which is a tour, a vehicle, or a user. The Order Template's inventory reference decides which anchor applies.
Cash float transactions are available in Lightning Experience, in Enterprise and Unlimited Editions where Agentforce Consumer Goods is enabled.