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Siebel Consumer Sector Guide > Routes > End-User Procedures >
Creating a Route
You must specify the person for whom you are creating the route (generally, either a retail sales manager or a retail sales representative who reports to a retail sales manager). A retail sales representative can be assigned many routes, but each route can be assigned to only one retail sales representative.
Adding, Modifying, or Deleting Routes
Routes are created to manage the scheduling of retail visits to accounts within a given geographical area. A route can have any number of accounts, but only one retail sales representative can be assigned to it. A route name cannot be used for more than one route assigned to a given retail sales representative. However, the same route name can be used for routes that are assigned to different retail sales representatives. If the route will be used repeatedly to schedule visits, do not specify a start date when creating the route.
To create a route
- Navigate to the Routes screen.
- In the Routes list, add a new record and complete the necessary fields.
Some of the fields in the Routes list are described in the following table.
NOTE: In the My Routes view, the Salesperson field is automatically filled with the current user name. If you are assigning a route to someone other than yourself, enter that person's name in the Salesperson field.
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Siebel Consumer Sector Guide Published: 18 April 2003 |