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...

  1. Open dialog form.
  2. Fill in details of Point of Sale (mandatory details are highlighted with red asterisk).
  3. Click Save.
  4. Done! Point of sale has been added to your Territory.

Form for creating and editing Points of Sale

NameName of point of sale
AddressAddress of point of sale
TypeType of outlet
ChainChain of the outlet
Full nameFull name of Outlet
PhoneWork phone number where you can find contact person
Contact personContact person's name
CommentComment for point of sale
Number of cash serviceNumber of payment places at point of sale
E-mailE-mail address
GPS CoordinatesCoordinates of point of sale
OwnerOwner 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.

  1. On owner selection dialog click New.
  2. Fill in owner details.
  3. Click Save.
  4. Ready! New owner is created and automatically added in Owner field.

Helpful Hint
You can also create new owners from Owners directory.

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