The Visit Process

How to Start and Finish a Visit.
From the navigation drawer, go to the Schedules module. The Schedule module shows all your schedules for the day. To start a scheduled visit: 1. Tap an Out...
Mon, 27 Jan, 2020 at 1:41 PM
Taking a Note during a Visit
To take a note during the visit: 1. Tap NOTE. A pop up appears where the note can be typed 2. Input the Note Title 3. Select the Note Category 4. Typ...
Mon, 27 Jan, 2020 at 12:12 PM
Day Summary
This final step simply show you your performance for the day in terms of visit and sales. Tap END VISIT button to end the visit.
Mon, 27 Jan, 2020 at 12:46 PM
Visit Summary
This step shows a general summary of the current visit. It shows the time spent so far. It compares the objectives that were set and the sales that was made...
Mon, 27 Jan, 2020 at 1:04 PM
Merchandize Images.
Having done merchandizing on the outlet, you are expected to take at least three images as evidences of the merchandize done. To capture an image, cl...
Mon, 27 Jan, 2020 at 2:59 PM
Pricing
Under this visit process, in addition to the stock check that was done in the first visit process, user can record the retail prices of products during the ...
Mon, 27 Jan, 2020 at 3:09 PM
Objectives & Sales.
The essence of this visit process is to: ● Create objectives for the visit in terms of quantity of products ● Take Stock Checks (shelf and store chec...
Mon, 27 Jan, 2020 at 3:17 PM