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Introduction
Functionality of forming visit plans is intended for drawing up the order of agents visits to retail outlets during specific days of the working period or one-time additional visits.
Working period involves a multi-week cycle and can be from one to six weeks for ST-Mobile Trade version 4.5.1 and higher.
Number of weeks in a multi-week route is set in the company settings (for all employees) or in the employee card (for individual settings).
In this case, changing the visit plans in the office part ST-Mobi.com blocked, all changes to the visit plans must occur on the ERP side.
Visualization of clients assigned to the plan
On the left is a list of visiting employees (1).
Each employee is automatically assigned a certain color, which is used to paint over the outlets (already added to the plans) on the map on the right.
On the map, using the Group button (2), you can configure the type of display of retail outlets on the map (as a group/ separately).
Using the button 
the map type is selected (3).
At the top there are buttons Update, Filter by organizational structure and operations for downloading / uploading Excel files (4).
If you do not have such a menu section, contact your system administrator or technical support.
On this screen, you can view the clients already assigned to the visit plan for both one employee and several.
To highlight the visit plans of several employees, hold down the "Ctrl" button on the keyboard and select the necessary agents from the area with the left mouse button.
In addition, it is possible to select only with the mouse, for this you need to hold down the Left Mouse Button within the area and circle the frame that appears with the field employees of interest.
Additional options for reviewing plans
Title | Description | Icon | Example |
|---|---|---|---|
Export to Excel with groupings data | Exporting information about the visit plans of all employees to an Excel file, broken down by cycle weeks and days of the week. The information is grouped by employees by means of MS Excel. |
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Exporting to Excel flat table data | Exporting information about visit plans of all employees to an Excel file in the form of a flat table showing visit plans broken down by cycle weeks and days of the week. |
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Exporting to Excel an empty template file | Exporting in Excel format an empty template of visit plans that can be filled in and imported. Important: if you fill out this template, the very first line of data should be line 4 in the template - it is circled in it for example, and zeros are put in the days of the visit as stubs, which you can already replace with the serial numbers of the Outlet in the plan. |
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Exporting to Excel template with data | Exporting in Excel format template filled with the current data of the visit plans, in which you can make the necessary changes and import again. |
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Importing data from Excel Template File | Importing a data-filled Excel format template obtained by exporting (empty or filled). |
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Grouping of retail outlets on the map into clusters | The ability to enable and disable grouping of markers of retail outlets on the map in a cluster.
Where the number in the center indicates the number of outlets grouped into a cluster. |
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Editing calendar of plans
To create or edit a daily visit plan, click on the pencil symbol to the left of the name
.
On the screen that opens at the top are the weeks of the working cycle (1).
Green corner marks the current week
.
Below are the days of the week (2).
At the very bottom there are four elements (3) that relate to the corresponding days of the week:
- Indicator of the number of visits scheduled for the day.
- Plan editing button.
- Button for copying the plan from one day of the week to another, can be copied between employees and different weeks.
- Button for clearing the visit plan for the selected day.
Adding clients to Plans
When you click on the button a modal window for selecting outlets in the selected day of the work cycle will open.
Quick filtering of outlets
At the top of the screen there is a quick customer search field that instantly filters records as you type.
The search can be carried out by any details of the point of sale (code, name, address, type).
Detailed filtering of outlets
For more accurate and detailed filtering of outlets, it is necessary to use the context menu of the data column of interest.
Copying plans
To copy the visit plan from one day of the week to another day of any employee, click and choose from which week/day to which week/day the copy will be performed.
Also, outlets can be copied from one day to another day by simply dragging the mouse while holding down the Ctrl key on the keyboard.
If Ctrl was not pressed, the point of sale will not be copied, but transferred from one day to another.
Deleting Plans
To remove outlets from the plan, click on the button 
within the framework of the day of interest.
A confirmation request will appear on the window that appears.
Displaying calendar of plans on map
To switch the display of data from the calendar to the map, click Map as the viewing mode.
Map of the selected employee's visit plan for the selected week will be displayed on the screen that appears.
Map Controls
| Title | Description | Icon | Example |
|---|---|---|---|
Scale | Buttons to control the map zoom. |
| - |
Map view | Choosing the appearance of the map - rendering from OpenStreetMap and Google (road or hybrid map), enabling/disabling the display of markers of retail outlets on the map. |
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Search | Positioning of the map position by the entered address. |
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Geoposition | Setting the map position according to your current location, if the service st-mobi.com access to geodata is allowed in your browser settings. |
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Grouping of Outlets | Enabling/disabling grouping of retail outlets on the map into clusters. |
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Color Setting | Ability to customize a separate color for each individual day for ease of orientation and perception. |
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Filter days | Ability to choose which days from the plans to display on the map. |
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Filter Outlets | Ability to show or hide retail outlets that are not used in plans on the map, or filter outlets by type. |
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Way | To show or not with a bold line the path that can run between outlets. |
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Additional features of the calendar of plans
Title | Description | Icon | Example |
|---|---|---|---|
Export to Excel | Exporting information about the visit plans of selected employees to MS Excel, broken down by cycle weeks and days of the week. |
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Filtering of outlets | Ability to highlight the visit plan of the desired clients on the calendar. Filtering is carried out as you enter the name or address of the point. |
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Setting up a calendar | Setting up the displayed part of the calendar of the visit plan. Ability to hide part of the days of the week. |
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Editing plan for selected day
To create or edit a visit plan for specific days of the work cycle, click on the inscription with the name of the day of the week in the calendar of the plan.
In the window that opens on the right there is a map on which the following are displayed:
- the starting and ending points of the agent's working day, if the agent has base coordinates in the employee settings,
-retail outlets in order,
- route "by air",
- route "by roads",
- route length by road,
- route display mode control (enable, disable).
On left is a list of outlets and the order of their detour.
Order can be changed by dragging the outlets with the mouse.
In list of outlets, three icons are displayed opposite each outlet:
- removing a point of sale from an employee's territory,
- opening a point of sale card in a modal window,
or
- the status of the recognition of the coordinates of the point of sale, where the green color - the coordinates are recognized, and the red color - it is necessary to perform recognition.
Additional features of plan for day
Title | Description | Icon | Example |
|---|---|---|---|
Route optimization | Automatic calculation of the optimal way to bypass customers within the selected day. |
| Before
After
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Otherwise, all the changes made will be reset when you go to the previous page of editing the weekly visit plan.
Saving changes
After the completion of operations with the employee's visit plan, it is necessary to save the changes using the appropriate button.
Additional visits
Sometimes there are situations when it is necessary to create a one-time scheduled visit to a client or regular visits that do not fit into 4 week work cycles (for example, once every 45 days).
To solve this problem, there is a visit planning section Additional visits, available when clicking on the button 
.
Appearance of Additional visits list
By default, the appearance of the list of additional sessions looks like this.
Attributes of the list of additional visits
| Title | Description |
Name | Name for the plan of additional visits. |
Total Outlets | Number of clients who are included in the plan of additional visits. |
Frequency | Frequency of planned visits. |
Activity | Range of dates during which the plan of additional visits will be transmitted to employees' mobile devices. |
Editing | Making changes to the plan of additional visits. |
Removal | Deleting plan of additional visits. There is no way to restore the deleted plan of additional visits. |
Additional features of the list of additional sessions
Title | Description | Icon | Example |
|---|---|---|---|
Filtering of outlets | Ability to highlight in the list of plans for additional visits those plans in which the desired clients participate. Search is performed as you enter the name or address of the point. |
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Creating and editing an additional visit plan
To create a new plan for additional visits, click on
To view and edit the plan of additional sessions, click on the button 
in the general list of plans.
After selecting the outlets to visit, specifying the name and frequency, you need to click 
at the bottom of the modal window for creating/editing an additional plan. visits so that the changes are preserved.
Displaying additional visits in the calendar of plans
Additional visits added via the web interface or downloaded from the ERP are displayed in the general calendar of plans.
Additional (irregular) visits are displayed in gray.
It is impossible to edit the day of an additional visit or delete it while on the calendar screen of scheduled visits, for this you need to use the Additional Visits tab.
For example, this is what the visit plan will look like if we specify a visit to one client additionally every two days:
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