Available in: Axsy Retail Execution
The Axsy Mobile App supports adding ad hoc Tasks to a Retail Execution Visit while on-the-go.
Supported Tasks
Adding ad hoc Tasks to a Visit is currently only supported online. The following Task types are currently supported:
- Assessment Tasks
- Order Capture
- Standard Tasks
- Flow Tasks
NOTE: Assessment Tasks that include Retail Store KPIs are not currently supported due to a Consumer Goods Cloud Platform limitation around Retail Store KPI creation.
NOTE: In order for the Tasks to be made available for ad hoc purposes, Tasks must be part of an Action Plan Template on the Salesforce Platform.
Adding a Task with the Axsy Mobile App
- Select the Action Menu when on a Visit screen and then the Add Task action.
- Select an Action Plan Template, a Task and then select Add.
