Field Operations¶
Field operations support route planning, visit tracking, and sales activity outside the office.
Before you start¶
- Confirm employees and sales reps are set up.
- Confirm customers and route data exist.
- Confirm the field role has location access if needed.
Main routes in the app¶
| Route | Purpose |
|---|---|
daily-visit |
Record a daily visit |
employee-route-plan |
Plan a route for an employee |
customer-in-out |
Record customer in or out activity |
customer-visit-summary |
Review visit summaries |
customer-visit-detail |
Review visit detail |
sales-man-location |
Track sales rep location |
party-route-map |
Show party route mapping |
salesman-route-map |
Show sales rep route mapping |
Related pages¶
Detailed pages¶
- Route Plan
- Daily Visit
- Sales Person Location
- Salesman Route Map
- Party Route Map
- Customer Visit Summary
- Customer Visit Detail
- Customer In Out
- Total Customer Visits By Sales Rep
- Visit Summary By Sales Rep
- Field Reports
What this supports¶
- field sales planning
- visit logging
- route assignment
- location tracking
- summary reporting
Example¶
A sales manager can assign a route, track visits during the day, and later review customer visit summaries.