Download Routes

To enable a retail store visit, the salesperson must accept the route to see the set of appointments. When the Route Auto-download is disabled, the sales administrator must first download the routes manually to the device.

Note:

• For the sales administrator to download routes manually, the profile option for ROUTE_AUTO_DOWNLOAD must be set to False. If the auto download option is set to True, the routes are auto downloaded to the device.

• The sales administrator must have the ZEM_ALLOW_PRIVILEGED_ACCESS privilege to download routes.

• If you disable route auto-download, ensure that the appointments are created by sales administrator only and the sales administrator is added as a resource for the appointment.

If the automatic download isn't enabled, you must perform the following steps to download routes to the device:

1. Select your route from the list of routes or search for the route and drill down on the route.

2. Tap Download.

3. When the route download is complete, sign out of the application.

The downloaded package contains the route, appointment, and attachment files.