Verify and Submit Route Inventory Transactions

As a salesperson, you can close your route at the end of the day after the completion of your appointments for the day.

Route settlement includes,

• Review of the vehicle for goods and meter reading.

• Review of the van inventory by the distribution center inventory checker. This review verifies the inventory, matches the order deliveries, and accept the return of the inventory.

• Review of the payments including collections, cash audit, credits, and vouchers against the payment records.

The distribution center inventory checker verifies the route inventory, route reload report, and the route inventory transactions. Based on the report, salesperson can close their route.

To verify and submit route inventory transactions and perform route inventory audit,

1. Sign in using the distribution center inventory checker role.

   Note:

   You must have ZEM_ALLOW_INVREPORT_ACCESS granted to your job role to perform this task.

2. Tap My Inventory from the Main menu.

3. View the inventory and update the fields per your requirement.

4. Tap Submit to submit the inventory transaction which enables the creation of the route inventory transactions report.

You can also verify and submit the route inventory reload transactions.