1. Consumer Goods Guide
  2. Process of Creating and Using Routes

Process of Creating and Using Routes

End users, such as retail sales representatives, typically create routes. A retail sales manager can create routes and assign them to a retail sales representative. This topic lists the tasks that end users typically perform to plan routes. Your company might follow a different process according to its business requirements.

The following list shows the tasks that end users typically perform to create routes and use them to schedule store visits:

  1. Creating Routes (End User)

  2. Adding Accounts to Routes (End User)

  3. (Optional) Assigning Target Lists to Routes (End User)

  4. Using Routes to Schedule Visits (End User)

Note: When creating and scheduling a route with a limited duration, such as a route in support of a corporate promotion, you can perform all of the preceding steps in the Target Accounts view.