Tour plan used to create the visit plan for the month of the SalesPerson.
Step 1: Open the Tour plan page.
Step 2: Create a Tour Plan for the upcoming month.
- Click on the (+) icon to create a new tour plan for the month.
- A dialog box will appear.
- Name, Designation and year are auto-filled.
- Select the month you want to create the tour plan.
- Fill the remarks
- Click on Submit.
- A new tour plan will be created.
- Click on the name. A new page will appear.
Step 3: Creating Daily plans
- Click on the (+) ADD Icon.
- A dialog box will appear.
- Select the Date From, Date To will automatically get updated.
- Select the Town from drop-down list you want to visit.
- Write down the distance measured from your base location in kilometres.
- Write down the Distributer Name(It is optional).
- In Combined Visit with, fill in the name of the person you will going to visit the location with(It is optional)
- In the no. dealers to be visited, fill in the no. of dealers you will visit at that location.
- After filling in all the information, click on Submit.
- A new visit record will be added to the list.
