Siebel Consumer Goods Guide > Routes >

Creating Routes (End User)

Create routes to manage the scheduling of retail visits to accounts in a geographical area. Use the following guidelines for creating routes:

• You must specify the person (generally, a retail sales manager or a retail sales representative who reports to a retail sales manager) for whom you are creating the route.
• A retail sales representative can have many assigned routes, but each route can have only one assigned retail sales representative.
• A route can have any number of accounts.
• A route name cannot exist for more than one route assigned to a retail sales representative. However, the same route name can exist for routes that are assigned to different retail sales representatives.
• If a retail sales representative will use the route repeatedly to schedule visits, do not specify a start date when creating the route.

This task is a step in Process of Creating and Using Routes.

To create a route

1. Navigate to the Routes screen, then the Routes List view.
2. In the Routes list, create a new record, and complete the necessary fields.

   The following table describes some fields.

   Field	Comments
   Route Id	The automatically generated unique 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. You can assign a route to only one person. In the My Routes view, the Sales Person field is automatically populated with the current user name. If you want to assign a route to someone other than yourself, enter that person's name in the Salesperson field.
   Start Day	The day of the week in which the route begins. This field is only reference information and does not prevent you from using the route to schedule visits starting on another day of the week.
   Active	Select this field to indicate that the route is active and available for use in scheduling visits.
   Last Updated	The time and date a user last changed the route.