Van sales order execution during a delivery visit
Key Takeaway
During a delivery visit, the tour driver builds a van sales order from truck stock, calculates it and releases it before printing or sharing the invoice. The driver can skip the signature unless a signature workflow is configured for the order.
Van sales lets a tour driver sell straight from the truck. During a store visit, the driver creates an order based on what the store needs, takes the products off the van and places them on the shelf. On the Consumer Goods offline mobile app, the driver prices the order and collects payment when required. The driver then releases the order, with a signature when one is needed, and prints or shares the invoice before completing the visit.
How van sales fits into a tour
Van sales starts after the tour driver finishes the start tour activities in the warehouse. The driver then delivers products directly to stores. At each store, the driver creates an order based on store demand, picks up single boxes of products from the van and places them directly on the shelf.
For each visit, the driver works in this order:
- Start the visit.
- Create an order with products from the truck.
- Review the order notes.
- Calculate the order.
- Collect cash.
- Sign and print the cash invoice.
- Pick up returns: check the shelves, collect damaged and expired products, and create a return order.
- Finalize and complete the visit.
Depending on configuration, the Consumer Goods offline mobile app captures the driver's location and time when the visit starts.