ERPNext Walkthroughs Selling

Field Sales: routes and visit plans

Requires: Field Sales

Set up the areas each van covers on which weekdays, let Field Sales draft routes from past visits, and plan a van's day with the shops that are due.

Step 1: Routes

Step 1 of 9

Routes

A Field Route is a set of areas a van covers on fixed weekdays.

Arrow keys or space also move through the steps.

Steps

  1. A Field Route is a set of areas a van covers on fixed weekdays.

  2. On a new route, give it a name, add the Areas (territories) it covers, tick its weekdays and add the vans (POS Profiles) that run it.

  3. Press Save (or Ctrl+S).

  4. Back on the route list, Suggest routes looks at the last eight weeks of visits and proposes, for each van and weekday, the areas it actually went to.

  5. Each row is one van on one weekday, with its areas and how many visits they had. Create draft turns a row into a route.

  6. The draft is saved Disabled, so no rep sees it until you have checked its areas and days and untick Disabled.

  7. A Field Visit Plan is the list of shops one van should visit on one day. Choose the van, the date and, if you like, the route.

  8. Suggest visits fills Shops with the shops that are due on the route, each with the reason it is due.

  9. Remove or add shops by hand if you need to, then press Save.