In this module, you can create Schedules for Outlets you will be visiting that day and in the future.
Step 1: You click on the “plus” icon which takes you to the ‘Add Schedules Page’, you will be able to input the date, the time, the location for the schedule, and the particular Outlet you will be visiting/create a schedule for.
Note: Outlets will display depending on the locations they are assigned to, hence depending on the location you pick while creating a schedule.
After doing these, you will save this schedule by clicking on the ‘tick’ sign above. This automatically takes you to the Schedules page, where you can see the outlets on the map based on their locations, and also a dialog where you can see the Outlets you have created schedules for.
Step 2: You can start a visit from the Schedules module, by clicking on the dropdown icon on a particular outlet, this will show you a dialog that includes the outlet details, outlet’s phone number, and the option to visit the outlet. Note that each of these is clickable and will create an action.
To start a visit, simply click on the “Visit Outlet” button. A prompt will display saying:
Are you sure you want to start the visit now?” – Click ‘Yes’ and it will take you to start the Visit however click ‘No’ and it will exit the prompt.
You might also get the prompt, “You are starting the visit earlier, will you like to continue?” – Click ‘Yes’ and it will take you to start the Visit. However click ‘No’ and it will exit the prompt.
This prompt will only display when you are starting a visit earlier than the scheduled time you created.
And that is how to start a visit on an outlet from the Schedules modules.