What are the steps to Start a Route in Field Sales mobile app?
Follow these steps to start a route:
- Log in to the Vtiger CRM app.
- Go to My Apps.
- Click Field Sales.
- Click Start Route.
- Click In Progress or Today’s Journey.
- The Outlets will be displayed.
- Click Check-In for Today’s Journey or In Progress for each Outlet. A Camera access prompt will appear for capturing images and videos.
- Click Okay. Check if the following actions have to be taken for the selected outlet.
- Take Order: Enter or select the following information to take an order:
- Order by Category - Select one of the following:
- Lace food
- Haldirams
- Supreme Products
- Click the Lace Food category.
- Click Add on a product. Items will be added to the cart.
- Click View Cart.
- Click Place Order.
- Click Done. If an order is placed successfully, you will see a green tick mark beside Take Orders.
- Click End Route. A message Are you sure you want to check out from the outlet? will be displayed.
- Click Ok.