Capabilities
- Plan each working day against the rep's daily visit target
- Add clients from suggestions based on visit frequency, follow-ups, and balance
- Reorder stops by touch, or order them by shortest distance
- See the day's route on a numbered map and navigate to the next stop
- Track each stop as done, in visit, awaiting approval, skipped with a reason, or missed
- Team leaders and sales managers follow their team's plans and adherence
How it works inside the ERP
- Plan each working day against the rep's daily visit target
- Add clients from suggestions based on visit frequency, follow-ups, and balance
- Reorder stops by touch, or order them by shortest distance
- See the day's route on a numbered map and navigate to the next stop
- Track each stop as done, in visit, awaiting approval, skipped with a reason, or missed
- Team leaders and sales managers follow their team's plans and adherence
Important scope note
A stop counts as done only when Rep Dashboard records a counted visit to that client on that day. Past days are read-only.
Product evidence
This description was reviewed against user-visible interfaces and behavior in:
public/modules/sales-visit-plan/view.htmlpublic/modules/sales-visit-plan/logic.js