See every route and its week

Each route is one rep’s patch: which branches, on which days, in which order. This screen shows them all. Who: administrators and supervisors with Manage people · Where in the cycle: Plan.

1. 1Set upAdmin
2. 2PlanAdmin · supervisor
3. 3LoadOffice · rep
4. 4VisitRep
5. 5SellRep
6. 6CollectRep
7. 7ReturnRep
8. 8ApproveSupervisor · office
9. 9BankOffice
10. 10Close the dayRep · supervisor
11. 11ERPYour ERP
12. 12ReconcileAccountant

↺ and the next day starts again

Before you start

You need Manage people (USER_MANAGE). The built-in Supervisor role doesn’t have it; add it to a role of yours if supervisors plan routes.

The Routes screen

• The strip counts the whole company: Routes (active, paused, drafts), Branches on routes, On no route (with Place them →), Visits this week and Reps without a route.
• Search finds a route, rep or branch. Rep ▾, State ▾ and Heavy days narrow the list; Table · Cards · Map switch the view; Export downloads the rows shown as a CSV.
• The table: Route, Rep, Branches, The week (visits per day, a heavy day marked), Order (Strict or Suggested, “company default” when it follows Settings), the state (Active, No rep, Paused, Draft) and the row menu.

123

1. The week
2. Order
3. State

Open the full-size picture (new tab)

A heavy day has at least 3 visits and more than one and a half times the route’s average day.

Steps

1. Open Customers › Routes.
2. To make a route, press New route (Create a route).
3. To work on one, click its name, or use the row menu: Open the route, Hand to another rep…, Pause… / Resume…, Duplicate (a draft copy), Delete (only an empty route).

Example

At Nile Fresh the table has one row: CAIRO-03, Omar Hassan (REP-03), 4 branches, the week showing 4 visits on Saturday and 4 on Wednesday, Order “Suggested · company default”, Active.

What happens next

The footer says it: “Day plans are made from the routes a week ahead, every hour; a change to a route re-makes the plans from its date. Visits already done never change.” Reps see their plan after a sync.

Note

On an empty Routes screen, Import routes from a spreadsheet can’t create routes: an import only places branches on routes that already exist. Create routes here first.

If something goes wrong

What you see	What to do
Could not load routes	You opened it by its address without Manage people. Ask for the permission.
A route has branches but no bars in The week	It is paused, a draft, or has no rep. Open it.
The strip shows numbers the table doesn't	The strip counts the whole company; the chips only narrow the table.
Move or remove every branch before deleting this route.ROUTE_NOT_EMPTY	Move or remove every branch before deleting the route.

Related

Create a route

Change a route: branches, days, order, cover

Plan (the stage)

Get a new rep on the road