1. Go to setting from side bar> Maintain company> Select the company, In route plan delivery , Expand the setting.
Order list for the route delivery need to assigned to driver. We can select which order list setting can assign to driver.
SO - Saleshero Sales Order
Adv SO - Accounting Sales Order
IV - Saleshero Invoice
Adv IV - Accounting Invoice
For Advance SO or IV, Need to inform support to sync Advance sales order or Advance invoice.
All - The route delivery task can assign to Agent and Rider.
By Agent - The route delivery task can assign to Agent only.
By Rider -The route delivery task can assign to Agent only.
1. Go to setting from side bar> Maintain Salesman> select a salesman
2. In Salesman setting, If the salesman is driver. On the right hand side of the setting top page make sure the user is tick on ‘Is Driver’
Maintain rider in Route Delivery
1. Go to Route Delivery menu from side bar> Maintain Rider.
2. Select Company from the list, and click add doc button.
3. Add Doc will prompt once clicked, Make sure the rider name is correct and select Start date & End Date. Then click on ✓ button to assign the document to the rider. Once done, click done.
4. Once the document has been assigned the document to the rider. The document will shown under the salesman list. If the document is wrongly to assign, You can click on the delete button to remove it from the rider list and reassign to the correct rider.