1. Using Consumer Goods
  2. Settle Routes

Settle Routes

As a sales representative, you can plan the product inventory, deliver the goods from the distribution centers to the stores, and organize this movement in routes with the direct store delivery solution.

At the end of the day a settlement process is performed to verify all payments and supporting documentation for all transactions in detail. After a route has finished all its visits it goes through the settlement process. During the settlement process, the sales representatives, the route inventory auditors and the cashiers review the returned inventory and other supporting documentation to catch any discrepancies.

For more information regarding the route settlement process, see the Oracle Customer Experience Cloud Using Consumer Goods Mobile.

Using the Consumer Goods Web Application, you can view the following three route settlement related documents:

  • Route Inventory Transaction Report

  • Route Inventory Reload Report

  • Route Settlement Report

Route Inventory Transactions Report

The route inventory audit reports are created in the mobile application and you can view them in the web application. To view individual route inventory audit report, go to the Route Inventory Audit Report subtab of a route object. For more information on route settlement and generating the route settlement report, see the Oracle Customer Experience Cloud Using Consumer Goods Mobile guide.

Route Inventory Reload Report

For some routes it may be necessary to return to the distribution center to reload or unload the inventory before they continue the deliveries. The route inventory reload reports are created in the mobile application and you can view them in the web application. To view individual route inventory reload report, go to the Route Inventory Reload Report subtab of a route object. For more information on route settlement and generating the route settlement report, see the Oracle Customer Experience Cloud Using Consumer Goods Mobile guide.

Route Settlement Report

The route settlement reports are created in the mobile application and you can view them in the web application. To view each individual route settlement report, go to the Route Settlement Report subtab of a route object. For more information on route settlement and generating the route settlement report, see the Oracle Customer Experience Cloud Using Consumer Goods Mobile guide.