Tour suggestion
Accessible via
Calendar management > Triple-Point menu, when you are in the day, week, or work week view.
Prerequisites
1. The customer must not be a distributor.
2. The customer must not be deleted.
3. The field Tour is required (controls the day of the week)
4. If there is a start week, the start week is used for the calculation, otherwise the last completed visit.
5. If there is a start year, the start week is calculated based on the start year, otherwise the current year is used.
6. If there is no visiting frequency but a tour, the day of the week is selected, but the checkbox for the visit is not set.
Header
2. Filter
Standard filter with the following addition
- Order templates
- Checkbox list of all valid order templates.
- Tasks
- Checkbox list of all valid tasks.
Grid
| Click | Swipe | Views |
| Detail page |
| 1. Table |
Column definition
| Name | Visible | Sort. | Full text | Additional info |
| Checkbox | ForceVisible | Include select/deselect all Automatic preselection only occurs for assigned to an agent customers Disabled if the appointment was not created via another planning (e.g. manually). | ||
| Day of week | ForceVisible | Dropdown of weekdays (Monday-Friday) | ||
| Customer columns | ||||
| Turnover <current year> | Hidden | Format: yyyy (only for assigned to an agent customers) | ||
| Turnover <previous year> | Hidden | Format: yyyy (only for assigned to an agent customers) | ||
| Performance (year) | Hidden | =Turnover<current year> / Turnover<previous year> | ||
| Turnover <last month> | Hidden | Format: mmm yy (only for assigned to an agent customers) | ||
| Turnover <last previous year month> | Hidden | Format: mmm yy (only for assigned to an agent customers) | ||
| Performance (moth) | Hidden | =Turnover<last month> / Turnover<last previous year month> | ||
| Turnover / visit <previous year> | Hidden | Format: yyyy (only for assigned to an agent customers) | ||
| Days since last visit | Hidden | Number of days | ||
| Next visit | Hidden | Format: dd.mm.yyyy | ||
| Number of visits | Hidden | |||
| Turnover / visit (actual) | Hidden | |||
| Turnover / visit (target) | Hidden |
Right area
1. Header (like Calendar management)
2. Details
Special feature Android:
On Android, the eye in the Details column must be clicked to see the right area.
| Name | Additional info |
| Visit (planned) | Checkbox |
| Day of week | Dropdown of weekdays (Monday-Friday) |
| Visiting frequency | Visit duration | Tour | |
| Visit (last) | Next | Number | Format: dd.mm.yyyy |
| Turnover <current year> | <previous year> | % | Format: yyyy | (only for assigned to an agent customers) |
| Turnover <last previous year month> | <last month> | % | Format: mmm yy (only for assigned to an agent customers) |
| Turnover / visit | Target | <previous year> | Format: yyyy (only for assigned to an agent customers) |
| ABC status | |
| Parent customer number |
1. Tasks
a. Columns
i. Name
ii. Start (width: 10 characters)
iii. End (width: 10 characters)
2. Order templates
a. Columns
i. Name
ii. Start (width: 10 characters)
iii. End (width: 10 characters)
Miscellaneous
1. Appointments created via this planning receive the appointment status "AUTO"
2. If at least one appointment with status "AUTO" exists in the selected week, no automatic planning will take place.
3. Employee changes are not possible in this planning.
Leaving the page
If there were changes and you want to leave the page, a message appears:
"You have changed data, do you want to cancel your changes?"