A barcode scan in a pharmacy turns up a product that's no longer in the account's price book, and the account manager is told before the next order.
The story
Sam · Field rep · Harbour Pharmacy Coogee
Sam is ranging the sun care bay at Harbour Pharmacy Coogee at 1:58. The tickets on the bottom shelf have fallen off, so he scans each product. The SPF 50 Kids 200 ml scans as a product that left this account's price book in September, but there are still nine units on the shelf. He records it as a ranging exception with a photo. FieldKo raises a task for the account manager to agree a sell-through or a return before the next order.
9:41
‹ VisitOffline · 2 pending
Core Ranging
Harbour Pharmacy Coogee
Checked in 1:51 PMTask 3 of 9
SPF 50 Kids 200 mlBarcode scan
Not in price book (removed Sep) · 9 units on shelf
Sun care bay3 of 4
SPF 50+ 110 mlOn shelf
SPF 30 Lotion 200 mlOn shelf
SPF 50 Kids 200 mlMissing
After Sun Gel 200 mlOn shelf
Saved on device · uploads at next sync2 pending
On the phone
1Scan instead of searchingThe barcode finds the product in a second, even when the shelf ticket is missing.
2The price book knows what belongsThe scan is checked against this account's price book, so a product that shouldn't be there stands out.
3The exception reaches the right personA ranging exception raises a task for the account manager, with the photo and the unit count attached.
In Salesforce, after sync
Sam syncs at 2:43. The account manager has the task and the photo that afternoon.
