Router Planner and Calendar Scheduling
The Customer Visits can be scheduled from field Sales -> Route Planner in mSales Web App.
To access the Route Planner page, click on the 'Route Planner' button on the menu.
- As shown above click on 'Add Visit' button located at the top of the screen.
Specify the name which will finally get saved under My Routes as indicated below;
To select an existing customer, click on the 'search' button which will display the list of your customers as shown below;
- Select the required Customer name to pay them a visit and select the day from the below drop down list.
To add the scheduled visit, Click on the 'OK' button.
After reviewing the Route Plan for the customer click on the 'Save' button at the top of the screen as shown below.
Update the Calendar
☞ 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