Router Planner and Calendar Scheduling

The Customer Visits can be scheduled from field Sales -> Route Planner in mSales Web App.

  1. To access the Route Planner page, click on the 'Route Planner' button on the menu.
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  2. As shown above click on 'Add Visit' button located at the top of the screen.
  3. Specify the name which will finally get saved under My Routes as indicated below;
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    To select an existing customer, click on the 'search' button which will display the list of your customers as shown below;

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  4. Select the required Customer name to pay them a visit and select the day from the below drop down list.
  5. To add the scheduled visit, Click on the 'OK' button.
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  6. After reviewing the Route Plan for the customer click on the 'Save' button at the top of the screen as shown below.
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  7. Update the Calendar
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☞ The Customer visits can be added for a maximum of one week. The time slots can be dragged and dropped for a specified time frame.

☞ Now you can log into mSales mobile app and create orders for the Customers.

This process can be viewed from the link Creating an Order