Close Your Route

After you complete all the store visit tasks and checking out of the appointments, settle and close your route at the end of the day.

Before you close your route, you must check out of all the appointments associated with the route. When the appointment isn't complete, you must select a valid reason before you can close the route.

Upon arrival to the distribution center at the end of the day the salesperson starts the settlement process. The salesperson can also review the route summary, available documents, and expenses incurred for the route during the visit.

To settle and close the route:

After checking out of all the route appointments, tap Finish on the Summary tab of the Calendar page.

This captures the current date, time, and geo-location.

Note:
If you haven't provided services to a store, select a valid reason for the corresponding appointment as prompted while closing the route.
Tap Settle to proceed with route settlement.
On the Settle Route page, review and correct route settlement details such as,
- Payments made using cash, vouchers, coupons, and so on.
- Payment-related documents like payment receipt, bank deposit receipt, and others.
- Expenses incurred on the route by salesperson.
- Payment overage or shortage.
Note:
You can adjust the balance by recording cash, expenses, or shortage amount. The balance must be zero to close the route.
Tap Actions and select from the following actions to,
- Create and Edit Bank Deposit: To create or edit any bank deposits made for cash received.
- Edit Documents: To select the status of availability of the document and the reason for unavailability of a document.
- Create and Edit Expenses: To create or edit expenses incurred by the salesperson in the route.
After you review the route settlement details, select Print to generate a .pdf file for the route settlement report on your mobile device. You can print the route settlement report any time after closing the route.

Tapping Print marks the route as settled and closes the route.