1. Using Consumer Goods Mobile
  2. Perform Store Visit Tasks

Perform Store Visit Tasks

As sales representatives, when you check into your appointment, you can view the store visit tasks assigned to you on the Tasks tab. Tap the task to see the selected task.

Here's a list of the standard store visit tasks:

  • Merchandising Material Order Capture

  • Order Capture

  • Inventory Audit

  • Survey

  • Promotion Presentation

  • Promotion Compliance Audit

  • Account Task

  • Order Delivery

Tasks that are marked with* are mandatory and you must complete them before you check out of the appointment.

Tap the radio button for the task on the tasks bar to mark it as finished. When you mark a task as finished, you're navigated to the next incomplete task from the beginning. To mark multiple tasks as finished,

  1. Navigate to Actions menu, select Task Progress

  2. On the Task Progress page, select Yes for the tasks you have finished.

  3. If you don't complete a mandatory task, select an appropriate reason from the list.

  4. Once all your tasks are marked as complete, click Check Out to check out of the appointment.

  5. At the end of an activity, you can capture the signature. Clear the signature till you sign accurately.

    Note:

    You can capture the signature retry count between check-in and check-out for future reference.

For more information on setting up and performing the store visit tasks listed, see the Getting Started with Consumer Goods Implementation and the Using Consumer Goods Mobile guides respectively.

Manage Ad-hoc Tasks

As an administrator, complete the following configuration activities to enable ad-hoc tasks capability:

  • Duplicate the Standard layout.

  • Add custom requirements, for example add Add Task field, set the layout to Active , and save.

  • Go to Application Composer > Mobile Application Setup > Oracle Sales Cloud Retail Execution > Check-In.

    Once you complete these steps, your sales representatives can start adding ad-hoc tasks during their store visit.

Add Ad-hoc Tasks

As a sales representative, you can now add or remove ad-hoc Store Visit Tasks from Appointments in addition to the assigned tasks. Tap the Calendar > Call > Task > Add Task to add, execute, and remove ad-hoc tasks from the available list. Remember you can add or modify tasks before or during the call.

Note:

You can remove the ad-hoc tasks that you created by swiping the task to the left.