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Mulberry Sales

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

  1. Step 1: In the menu, click Day-Lists. These are your divisions.

  2. Step 2: To make a new division, type a name and click Add. Open the division.

  3. Step 3: On the right, click Add next to each shop to put it on this route.

  4. Step 4: Click Add day, type a name such as Monday, and click Add.

  5. Step 5: Click Add next to each shop the salesman visits that day. The order of the list is the order of the visits.

  6. Step 6: Click Save shops.

  7. 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.

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