Executing an inventory check in the Consumer Goods offline mobile app
Key Takeaway
In an inventory check, the rep chooses an in-store location by tapping its tab at the bottom of the screen. The rep then records KPI values for each product or product category in that location.
An inventory check is a visit task in the Agentforce Consumer Goods offline mobile app. During a store visit, a field rep uses it to record KPI values for a product or a product category at each in-store location. The app is built for offline use, so the rep can capture these values with no internet connection and sync them to Salesforce later.
What an inventory check records
The inventory check task appears on the "Tasks" card of a visit. Custom assessment tasks, such as Store Check, appear on the same card.
An inventory check records KPI values for a product or a product category at each in-store location, such as the main shelf or the backroom. During the check, the rep reviews product KPIs against their targets. The KPIs and their targets are grouped by in-store location, such as store, backroom, or main shelf.
Each product or product category can have several KPIs. The highest-priority KPI is listed as Standard. The other KPIs are listed as Additional.
Unlike an inventory check, a custom assessment task such as Store Check lists store-level KPIs, such as the number of checkouts and the overall store condition. In Store Check, numeric KPIs use +/- steppers. Boolean KPIs in Store Check use a toggle.