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 are as follows:
New | Used to define a new sales route record. | |
Update | Used to modify sales route information. | |
View | Used to view the sales route information without making changes. | |
Copy | Used to create a new record by copying the sales route information. | |
Delete | Used to delete sales route information. Only the records with invalid status can be deleted. | |
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. | |
Record Information | Indicates the users who performed the entry and update transactions of the selected record and the time of these transactions. | |
Number of Records | Displays the number of recorded sales route records. | |
Refresh | Used to refresh the sales route list. | |
Back to Defaults | Used to display the active window with the standard dimensions defined in the application. |