Sales Route

Route:The route itself is the itinerary that a vendor will follow. Configuration involves defining the route and assigning it to an Area and a specific vendor.

How to Create and Edit a Sales Route

From the Reference Data > Sales Route in the Back Office (BO), a list of all Sales Routes can be accessed:

To create a new one, select the Sales Route . Create option located in the RELATED TASKS section on the right side of the screen.

The following screen will be displayed:

• Code: A mandatory field for a unique identifier code for the sales route.

• Name: A mandatory field for the name of the sales route.

• Active: A checkbox to set the sales route as active. Inactive routes may not be available for assignment.

• Description: A mandatory field for a short description of the route.

• Sales Area: A mandatory dropdown menu to select the parent Sales Area to which this route belongs.

• Vendor : A search field to find and assign a specific Vendor to this route.

The following steps should be followed to edit a Sales Route

• Reference Data - Sales Route

• Select a row and press Sales Route . View

• Click on Edit Sales Route