Route Scheduling

1. What is a Route Schedule?

When planning customer care activities, a route schedule allows you to track visits over time. This feature helps users design structured plans for customer visits and field operations.

2. Benefits of Using Route Schedules

Enables field sales teams to easily create recurring visit schedules tailored to different customer groups based on days of the week or weeks in a month.

Tracks check-in and check-out times for field employees.

Allows employees to proactively manage their visit itinerary.

Helps monitor customer stock levels, enabling better planning of future visits.

Managers can evaluate employee performance without waiting for weekly reports.

3. Permission Setup

To enable the Route Schedule feature:

Go to Getfly CRM → Settings → Permissions → Select Role Group → Enable Route Schedule permission.

Before users can create route schedules, ensure they are granted proper permissions.

In addition to enabling route schedule access, you must also grant Stock at Point of Sale permission. This allows employees to record unsold inventory at each store or agent location during customer visits.

Note:

For field staff accounts that should only view their own schedules, do not enable "View all schedules."

Users can edit/delete their own schedules if granted Edit/Delete permissions, even without "View all."

If granted both "View all" and Edit/Delete permissions, users can manage other users' schedules as well.

4. Creating a Route Schedule

Go to Route Schedule module → Click “Add New”.

The Add Route Schedule screen will appear. Fill in the required information and click Add New to create the schedule.

Field Descriptions:

Schedule Name – Name your schedule for easy filtering and management.

Owner – Assign a staff member responsible for the schedule.

Schedule Code – Use this for internal tracking. If left blank, the system will auto-generate a code.

Number of Visits – Define how many times customers should be visited. Leave as 0 for unlimited visits.

Add Customers – Choose customers to include in this schedule. Filter by staff in charge or by district and select customers using the checkbox.

Weekly Cycle – Select days of the week (Mon–Sun) to assign visit frequency.

Monthly Cycle – Choose visit frequency based on the week of the month:

Week 1: Days 1–7

Week 2: Days 8–14

Week 3: Days 15–21

Week 4: Days 22–28

Week 5: Day 29–31

Visit Count Per Customer – Set custom visit frequency per individual customer if needed.

5. Managing Route Schedules

In the main Route Schedule interface, you’ll see a list of schedules where you are the assigned owner. If you have “View all” permissions, you will see others’ schedules as well.

Key Information Displayed:

Today – Shows the number of customers scheduled for today in each route.

Completion – Tracks how many customer visits have been completed versus scheduled for today.

Total Customers – Number of customers included in the schedule.

Revenue – Displays any sales generated during the visit.

Status – Indicates whether the schedule is Active or Paused.

Actions – If you have permission, you can Edit or Delete schedules using the corresponding buttons.

6. Route Schedule Reports

6.1 Detailed Report

This report shows scheduled routes for:

Today

Yesterday

Tomorrow

Next week, etc.

You can click on each customer to mark the visit as completed or skip it.

How to access: Click the schedule name to open the Detailed View.

6.2 Summary Report

This section summarizes all care schedules from:

This month

Last month, etc.

You can view:

Assigned staff

Total customers

Number of orders

Products sold

Revenue generated

You can also filter by:

Schedule name

Responsible staff

Time period

Specific customers

Additionally, for each route schedule, the system shows how many customers have been visited and how many are still pending.