Recurring visits or routes are created for individual customers using the Territory Activity Event Editor. This can be used to create single one off visits for a customer or alternatively creating schedules that recur on an ongoing basis such as weekly, monthly or even annually. Schedules can be set up to end after a set period of time or to have no specific end date meaning that they will continue to recur without end.
Recurring visits are created under the Territory Activity Event Editor tab. This tab allows for more flexibility of assigning routes to customers than is available under the Basic Routing tab.
Customer routes are created as follows:
Note: Days 29, 30 and 31 are not available for selection.
Existing routes that have been created from the Basic Routing, Territory Activity Event Editor and the Territory Event Editor tabs can be viewed and edited under the Territory Routing tab.
To view any existing routes for a territory, select the territory from the drop down list in the right hand corner and then select the date you would like to view from the calender.
All routes that are currently setup will be visible here.
At times you will want to edit the customer route schedule. This may be because you want to assign certain visits from one handheld user to another, just for one day, or because you want the schedule for a single day to be made inactive, but the recurring schedule to continue.
Editing of routes in this way can be done from the Territory Routing tab. To do this start by selecting the Territory from the drop down list and selecting the date from the calendar:
NB: When editing routes in this way, the route will only be edited for the day in question. If the visit is setup on a recurring basis, the recurrence will continue as normal on the next event.
Edited routes will appear in the Territory Routing tab in purple. Inactive routes will appear in the Territory Routing tab in pink.