Siebel Consumer Sector Guide > Routes > End-User Procedures for Routes >

Creating Routes

Routes are created to manage the scheduling of retail visits to accounts within a given geographical area.

Guidelines for Creating Routes

The following are guidelines for creating routes:

• 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.
• 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

1. Navigate to the Routes screen.
2. Create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Route Id	A unique system-generated number assigned to the route.
   Route Name	A name for the route (for example, Northeast Richmond). A route name must be unique to the retail sales representative to which it is assigned.
   Description	A description of the route.
   Sales Person	The salesperson to whom the route is assigned. A route can be assigned only to one person. In the My Routes view, the Sales Person 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.
   Start Day	The day of the week on which the route is designated to begin. The Start Day is used only as reference information and does not prevent you from using the route to schedule visits starting on some other day of the week.
   Active	Select to indicate the route is active and available for use in scheduling visits.
   Last Updated	The time and date the route was last changed.
   Updated By	The name of the user who last changed the route.