What is beat feature and how to use it ?

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 [...]

By |2018-09-11T10:27:47+00:00July 9th, 2018|Comments Off on What is beat feature and how to use it ?

How to use Create New Beat?

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 [...]

By |2018-07-10T06:46:57+00:00July 10th, 2018|0 Comments

How to use Beat List?

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.

By |2018-07-10T06:48:09+00:00July 10th, 2018|0 Comments