Introduction of Beat Beat plan gives your sales/marketing personnel facility to plan your Visits (Say for Sales Order collection, Visual Merchandising, Payment Collection etc) on per Day basis. A Beat Plan defines whom to visit, when to visit, based on Zones and Locality. Just Define the Zone, Define the localities in each Zone and Specify [...]
- Its mandatory to Fill field locality (as defined in Beat ) if user want use Beat plan feature.
Add Zone (city, area, or state) where your customers located and divide localities into different zone from “Manage locality”. - User can Add, Edit, Delete zone later from this list.
Same locality which you entered for customer while adding customer, add in "localility list " in beat and assign this locality to particular zone and make list of locality.
Here in this screen user can do plan for visit places or store. - Enter Beat Name and select beat visit date on which date user want to visit. - Now select zone(If zone not found then first add zone name from "Add Zone"). - Now select locality of customer( If not found then first [...]
Here user can view list of added beat plan and manage it. -User can edit, delete created beat from list. -User Can view Detail by clicking on row. -User Can add new beat from this screen.