Table of Content
Introduction
To control the activities of field employees, you need to be able to track that visits are made directly to retail outlets.
To calculate deviations from the route, you need a base of reference coordinates of retail outlets.
Reference coordinates are set in ST-Mobi.com in the directory Retail outlets by automatic or manual recognition of coordinates.
If the reference coordinates of the point of sale do not correspond to the actual location of the point of sale, they can be changed manually on a mobile device.
Reference coordinates can be assigned by the current location, manually or by the coordinates of past visits.
Assigning new reference coordinates
Calling dialog form:
> Route > Outlet > Map > Map Image
Form displays a map on which reference coordinates of outlet are marked with green flag
To center map by it's current location, tap .
Assignment by current location
The easiest way to assign reference coordinates is to specify current location during a visit to Point of Sale:
- Make sure that GPS connection is active on mobile device.
- Choose Assign by current location.
- Green flag moves to the point corresponding to the current coordinates.
- Click Appoint.
- Done!
Current coordinates of the visit are set as reference coordinates for outlet.
Manual assignment
Reference coordinates can be assigned manually (for example, if it is impossible to determine the location by satellite):
- Choose Point on map.
- Indicate on the map the place that corresponds to the coordinates of Outlet.
- Green flag icon will appear above selected location.
- Click Appoint.
- Done!
Selected coordinates are set as reference coordinates for outlet.
Appointment by visits coordinates
As reference coordinates, you can specify the coordinates of one of the previously completed visits:
- Choose Coordinates of visits.
- A number of points will appear on the map corresponding to the coordinates of the last three visits (the date of the visit is indicated in the legend under the map).
- On the map legend, select a point with the appropriate coordinates.
- Green flag icon will appear above it.
- Click Appoint.
- Done!
Coordinates of visit are set as reference.
Confirmation of changes in coordinates of Outlets
Any changes that an employee wants to make for retail outlets cannot be automatically applied to ST-Mobi.com!
This was done in order to prevent the manipulation of coordinates by unscrupulous employees in the fields.
All the changes that employees in the fields have made to the customer properties are displayed in the Census in ST-Mobi.com .
Without the confirmation of the office employee, they will not be applied in the system.
Frequently Asked Questions
When opened, map is centered relative to the coordinates in the order of the following priorities:
- coordinates of Outlet,
- coordinates of last visit to Outelet,
- coordinates of current location,
- averaged coordinates of all Retail Outlets,
- averaged coordinates of all visits, not only of this Outlet.
Not all Outlets are visible on map, because Outlets with same coordinates overlap each other.