About using Route Sales with Route Management
The Route Sales with Route Management solution provides you with all the necessary tools to complete your scheduled daily sales activities. Route Sales enables you to view and complete scheduled deliveries, create new sales orders, process returns, and even transfer inventory, all while working your sales route.
The Route Sales Dashboard provides an intuitive starting point to quickly view and complete the sales activities for the route, including the option to map the next delivery stop.
Additionally, when online access is available, you are able to import any changes to your route schedule. Regardless of online connectivity, you can complete other tasks while at the customer location. When offline updates occur, your documented activities will be saved to the Route Sales device. Then, when online connectivity is restored, you can transmit your completed activities back to the office.
Route schedules
In the Route Sales with Route Management solution, your route and daily schedules are created and organized in the Route Management app. Typically, an office worker creates the schedule in the Route Management app, which allows you to view your route and complete your deliveries using the Route Sales app.
Customer templates
Route Sales also supports the use of customer sales templates that are created in Route Management. These templates allow you to use predefined records of common customer needs to streamline the sales order process while you're on the sales route.
Sales orders
Two sales order types, sales orders (OR) and return authorizations (RMA), can be created and modified within the Route Sales app. These documents are added to your scheduled delivery stops prior to you embarking on your daily route.
You can view the scheduled orders or returns associated with a specific customer location by selecting the location from the Stops list on the Route Sales Dashboard screen. The scheduled orders and returns will be listed in the Orders window.
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