Check in 400 m from a shop
Suppose Omar taps Check in at Zamalek Corner while his phone puts him 400 m from the shop’s pin. The shop’s radius is 150 m. What happens next depends on one company rule, Checking in outside the shop’s radius. Who: rep and supervisor · Where in the cycle: Visit.
Before you start
Section titled “Before you start”- Zamalek Corner has a pin and the default check-in radius of 150 m.
- Location is on in Omar’s phone, and the shop is on today’s route.
- The rule is set under Choose how reps work on the road: Allow with a reason (the default) or Block (Nile Fresh’s choice).
Nothing in this example moves stock or money: a check-in only starts a visit.
Under Block — Nile Fresh’s rule
Section titled “Under Block — Nile Fresh’s rule”1 · Omar opens the shop — phone
Section titled “1 · Omar opens the shop — phone”The top of the shop reads Away from the shop · 400 m from it · its radius is 150 m, in amber. Too far away? says “You can’t check in until you are within 150 m.”
2 · He taps Check in
Section titled “2 · He taps Check in”The phone reads his location, compares it with the pin and stops. Too far from the shop: “You are 400 m from the shop. Your company allows check-in only within 150 m. Move closer and try again.” No visit starts, and nothing reaches the office.
- Refused under Block: move closer
3 · He walks to the shop and checks in again
Section titled “3 · He walks to the shop and checks in again”At the door the phone reads You’re at the shop · 12 m from it · inside its 150 m and the visit starts.
If Omar is already at the door and still 400 m away, the pin is in the wrong place. He tells the office, which moves it on the customer page (Manage a customer’s branches, credit and pins).
Under Allow with a reason
Section titled “Under Allow with a reason”1 · He taps Check in — phone
Section titled “1 · He taps Check in — phone”The phone asks instead of refusing. Away from the shop: “You are 400 m away. Give a reason to continue.” Omar types the Reason “Shop moved across the street” and taps Record visit. The visit starts, and selling opens there.
- The reason is recorded with the visit
2 · The office reads the visit — console
Section titled “2 · The office reads the visit — console”At Omar’s next sync the visit reaches the office:
- Field › Visits, with Today and Flagged only picked: Zamalek Corner, REP-03, In the time, Where “Outside the fence by 400 m” (the distance from the pin), the row tinted.
- Dashboard › Needs you: Flagged visits 1. The rep’s row under Representatives counts it too.
- The bell doesn’t count it: the bell lists visits with no location only.
- Where
- Outside the fence by 400 m
3 · The supervisor decides what to do
Section titled “3 · The supervisor decides what to do”The flag is a record, never a refusal: the visit and anything sold in it stand. If the shop really moved, the administrator moves the pin, and the next check-in reads “At the outlet”.
Side by side
Section titled “Side by side”| Block | Allow with a reason | |
|---|---|---|
| The phone says | Too far from the shop — Move closer and try again | Away from the shop — Give a reason to continue |
| A visit is recorded | No | Yes, with the reason |
| Selling at the shop | Only after a check-in inside 150 m | Opens at once |
| The office sees | Nothing | Visits: “Outside the fence by 400 m”, tinted; Flagged visits 1 |
A weak GPS fix (accuracy worse than 100 m) is flagged on the visit too. It is never a reason to refuse.
What happens next
Section titled “What happens next”- The visit, if one was recorded, counts on the route like any other: the stop is ticked on Today.
- Check-out works as usual (Check out and go to the next stop).
If something goes wrong
Section titled “If something goes wrong”| What you see | What to do |
|---|---|
Too far from the shop | Walk to the shop. If you are at the door, the pin is wrong: ask the office to move it. |
You were too far from the shop to check in. Go to the shop and check in there. OUTSIDE_RADIUS | The company switched to Block before the check-in was sent. Check in again at the shop. |
Your phone had no location for this check-in. Say why, then check in again. NO_LOCATION_REASON_REQUIRED | The phone had no location fix. Say why; the visit shows under Visits with no location. |
Flagged visits opens every visit, not the flagged ones | On Visits, pick Today and Flagged only. |
A row is tinted but nothing says why | Visits shows that a visit was flagged, not which flag or the rep's reason. Ask the rep. |