Integrate Routes

As sales representatives, you integrate the route assignments in the mobile with a route planning and optimization system.

In the mobile application, you must first check in to their assigned routes to carry out their activities for the day. While the consumer goods application manages the route assignments, to perform route-based retail execution you must integrate a route planning system to manage the account lineups and appointments for each such route assignment.

You can create or update route appointments using either consumer goods Web application or create these programmatically in your route planning system.

The integrated route execution assigns the appointments to the sales representatives based on the route account lineup and their default route assignments. For example, a sales representative who is assigned route A, is assigned to the appointments for the accounts on route A.

Here's how this integration works:

• The integrated system retrieves the default route assignments from consumer goods.

• The appointments for the route execution are created or updated based on the account lineups and the default route assignments in consumer goods.

• The appointments for a route are assigned to the same sales representative who was assigned that route.

The following graphic shows the route scheduling integration flow.