Knowledge

Route Points are used to configure, store, and manage stop locations (sales or visit stops) along a salesperson’s route.

Steps to Create a Route Point

Step 1. Configure Prefix

Go to Settings > Prefixes and set the prefix for Route Point codes.

Step 2. Create Stop Types

Go to Settings > Stop Types > New

Enter the stop type name and description in the Add Stop Type form and click Save

Typical stop types:

• Delivery Point
• Visit Point
• Short Break / Lunch Point
• Pickup Point
• Return Point

Step 3. Go to Route Points menu > click New

Step 4.  Fill the Add Route Point form and Save

Code: auto-generated based on the configured prefix

Stop Type: select from dropdown — values are from Settings > Stop Types

Point Type: used to determine the location of a point in the route. They help users know the starting point, stops along the way, and the end point of the sales journey. Choose 1 of 3 options:

• Start Deport: The starting point of the sales route. Usually a warehouse, distribution station or parking lot.
• Stop: Intermediate points in the route - where employees stop to perform activities such as: sales, delivery, collection, customer care... A route usually has many Stops.
• End Deport: The final point of the sales route, usually a warehouse or parking lot where employees return after completing the route.

Route Point Name: The name of the stop on the sales route (e.g., Store A, Dealer B, Central Warehouse). It is used for easy identification and display in lists or on the map.

Service Time ( minutes): The estimated amount of time (in minutes) that the employee will spend at this stop to perform their tasks.

This value is used to estimate the total duration of the route.

Customer: Select a customer from the system’s customer list, if the route point is associated with a specific customer. 

Address: The address will be filled automatically based on the selected customer, or it can be manually updated with the specific location (house number, street name, area, etc.). This supports geolocation and enables display on the map.

Latitude: The latitude coordinate that identifies the exact position of the route point on the GPS map. It can be entered manually or fetched automatically from the Address by clicking  in the Longitude field. 

Longitude: The longitude coordinate that identifies the exact position of the route point on the GPS map. It can be entered manually or fetched automatically from the Address by clicking  in the Longitude field. Combined with latitude, it determines the precise location of the route point. 

Phone: enter the contact phone number at this point (e.g., store owner or person in charge). Automatically fetched from the selected customer.

Opening Time: The time when the point starts operating (e.g., 08:00 AM). Used to plan visits within suitable business hours. 

Closing Time: The time when the point stops operating (e.g., 05:00 PM). Helps sales staff avoid visiting outside operating hours. 

Operation Days: The days of the week when the point is operational (e.g., Monday to Friday). Helps users avoid scheduling routes on inactive days. 

Radius (m): The allowed radius between the employee and the route point. When the employee is within this radius, the visit can be started. 

Description: Additional notes for the point (e.g., “Difficult parking area”, “Customer usually orders in the morning”, “Call before arriving”). 

Attachment: Attach files such as point-of-sale photos or local map images to improve identification and management.