The option is located in the right mouse button menu while the Seller line is selected on the salespersons list. The Sales Route contains the list of customers to be visited in a given period. In the sales and salesperson tracking system, as many route definitions as requested can be done, the recorded route information can be changed, deleted or deactivated for a specific period. A customer can be included in more than one route. The visit frequency and date can be different for customers on the same route. The Visiting Period is defined on the routing definition field.
The menu options and functions used in the Sales Route window:
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New |
Used to define a new sales route record. |
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Update |
Used to modify sales route information. |
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View |
Used to view the sales route information without making changes. |
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Copy |
Used to create a new record by copying the sales route information. |
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Delete |
Used to delete sales route information. Only the records with invalid status can be deleted. |
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Multiple Delete |
Used to delete the selected sales route records in batch. This option becomes active only when the records with the invalid status are selected. |
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Record Information |
Indicates the users who performed the entry and update transactions of the selected record and the time of these transactions. |
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Number of Records |
Displays the number of recorded sales route records. |
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Refresh |
Used to refresh the sales route list. |
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Back to Defaults |
Used to display the active window with the standard dimensions defined in the application. |
As many sales routes as requested can be recorded for each salesperson in order to plan the customer visits in advance and to track the visits. The fields on the upper section of the sales route accessed by selecting "New" option are used to record the route information, and the lines are used to record the AR/AP information to be tracked with this route.
Code: The routing definition code. Alphanumeric characters can be used for coding. This field is mandatory.
Description: The name or the description of the routing definition. Maximum 50 characters can be entered. This field is not mandatory. The same description can be entered into different routing definitions Since this field can be searched and sorted, the sales routes is also sorted by the first ten characters of the Description field. Therefore, it would be useful in terms of Reporting that the first ten characters of the description field include distinctive information, as in the Code field.
Status: Indicates the status of the route. This field consists of Valid and Invalid options.
Period: Indicates the visit frequency (weekly, monthly, etc..) of the AR/APs within the route.
Aux. Code: A code field of 10 characters used to group the routing definitions. The Aux. Code is typically used to group the sales routes by company specific criteria.
Authorization Code: A code field of 10 characters used to define detailed authorizations. Each user is authorized to use different records depending on the job definitions.
AR/AP Code - AR/AP Description: The code and description of the AR/AP linked to the route.