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Daily use

Who can use this: view sales-rep, view routes, or manage sales targets Where to find it: Sales Rep Module

What is this?​

This is the everyday path after setup.

Before you start​

Finish Set up first.

Steps​

  1. The rep signs in and uses POS or Sale Orders.

  2. Pick the route when the screen asks.

  3. A manager opens Targets to compare the goal.

    Sales reps

What you will see​

The list or the POS bill shows the result. You can reopen the record from the same menu.

Tips​

  • Stay on the correct location.
  • Do not skip the customer or supplier when the form asks.

Common problems​

ProblemSolution
The action is missingRefresh after the feature was turned on.
The amount looks wrongOpen the record and read the lines.