Plan the field day
Updated
Build an agent's visit route from a template and suggestions, assign call or collect tasks, and correct the day from the office desk or the manager phone.
Note
A task is not a stop. Completing Collect does not receive money — that is still Receive payment. A visit still starts only from a route stop with Check in.
How to#
To plan the day in the office, open Ribbon → Sales → Field → Sales dispatcher.
Pick Day and Agent. The screen has three tabs: Route, Suggestions, and Tasks.
On Route, pick Template route, press Fill from template. The Stops table fills from that template. Press Order by address if the outlets have coordinates. Press Save route. A Visit route in Draft or Open opens.
On Suggestions, press Load suggestions to list this agent's customers with an unpaid receivable or with no visit for the Field constant Days without a visit before a stop is suggested (default 14). Tick rows, press Add picked. The stops appear on Route.
On Tasks, to assign work that is not a stop, pick Kind from the list (Call, Collect, or Other), fill Customer, optional Outlet, Due date, and Notes. Press Create task. An Agent task in Open opens. The journal is Ribbon → Sales → Field → Agent tasks.
The state on the task card does not move until you press a button. Complete sets Done. Cancel sets Cancelled after confirmation.
On the manager phone, run Sync, open Tasks. Press + to assign: pick Agent, Kind, Due date, press Create Agent Task. Open a Draft or Open route on Routes, add or remove stops, press Update Visit Route. Sales agents desk (/field-dispatch) stays the office map of where agents are now.
On the agent phone, Today shows a Tasks block above the stops. Press the check (Complete Task) or the close (Cancel Task). Sync sends the command.
Example
- Day 30 September
- Agent Ivan Field
- Template route Tuesday Kyiv
- Kind Collect
- Customer Khreshchatyk Kiosk
- Due date 30 September
After Fill from template the desk shows two stops. After Create task the agent phone Today lists Collect for that kiosk above the route.
Tip
Load suggestions uses the live receivable and the last visit, not a second price engine. Empty suggestions means nobody is overdue and nobody is stale.
If the command refuses#
| What you see | What to do |
|---|---|
| Pick a template route first | Fill Template route, then Fill from template. |
| Pick an agent first | Fill Agent before suggestions, save, or create task. |
| Kind must be Call, Collect, or Other | Pick Kind from the list — do not type free text. |
| only a Draft or Open visit route can be edited from the phone | Open a route that is still Draft or Open, not a finished day. |
| The Complete button is missing | The task is not Open. Look at Done or Cancelled. |
See also