Office web app · 3 min
How to set up routes and day-lists for each salesman
A division is a route or area. Inside it you make a list of shops for each day, and the salesman sees only that day's shops.
Available on the Growth plan and up
Steps
Step 1: In the menu, click Day-Lists. These are your divisions.
Step 2: To make a new division, type a name and click Add. Open the division.
Step 3: On the right, click Add next to each shop to put it on this route.
Step 4: Click Add day, type a name such as Monday, and click Add.
Step 5: Click Add next to each shop the salesman visits that day. The order of the list is the order of the visits.
Step 6: Click Save shops.
Step 7: Go to Employees and click Day-lists next to the salesman, then tick their day-lists. You can also do this when you assign a van.
Good to know
- On that day the salesman sees only those shops, with the route on the map.
Next
Try it on your own business.
14 days free, no card. Stuck on a step? Ask on WhatsApp and say which one.

