Table of Content
Introduction
When working on Route, employee can collect information about new Outlets (potential customers).
In ST-Mobile Trade you can create new Outlets and edit details of existing ones.
You can create and edit Outlets both from Route screen and from Territory directory.
Creating new Outlet
Calling dialog form: > Route > > New Outlet...
- Open dialog form.
- Fill in details of Point of Sale (mandatory details are highlighted with red asterisk).
- Click Save.
- Done! Point of sale has been added to your Territory.
Form for creating and editing Points of Sale
Name | Name of point of sale |
Address | Address of point of sale |
Type | Type of outlet |
Chain | Chain of the outlet |
Full name | Full name of Outlet |
Phone | Work phone number where you can find contact person |
Contact person | Contact person's name |
Comment | Comment for point of sale |
Number of cash service | Number of payment places at point of sale |
E-mail address | |
GPS Coordinates | Coordinates of point of sale |
Owner | Owner of outlet |
If employee can change his route, he will be asked about adding a visit to created Outlet.
Creating new owner
If owner of new outlet is not in list, you can add him manually.
- On owner selection dialog click New.
- Fill in owner details.
- Click Save.
- Ready! New owner is created and automatically added in Owner field.
Helpful Hint
You can also create new owners from Owners directory.