The [Actions] button in the main menu displays the detailed list of actions scheduled for employees.
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The application makes it possible to schedule, confirm, reject, and verify the status of sales appointments. The list of actions contains the following columns:
- Name
- Employee – it displays employees’ full names or acronyms if a full name is not given
- Customer – it displays a customer’s name
- Scheduled on – it displays scheduled appointment dates
- Completed – it displays the actual appointment date
- Status:
- Unconfirmed
- Confirmed
- Completed – an appointment that has been finished and completed
- Rejected – an appointment that has been finished but uncompleted or finished and rejected
- Pending
- Suspended
The list of actions may be filtered out using the following filters:
- Search – it allows filtering the list by appointment name or the first or last name of an employee or customer
- Region – it allows filtering the list by region to which assigned employees belong. The list of regions is displayed as a tree structure sorted alphabetically. The user can narrow the list down to a specific region by typing its name in the Search field or by selecting regions and subregions on the displayed list.
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If a region contains subregions, the arrow is presented next to the region’s name, enabling the user to expand the region structure. Selecting the
arrow collapses individual regions.
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Selecting a region on the list highlights it and activates the option [Save]. Selecting [Cancel] returns the user to the previous screen.
- Status – it allows filtering the list by appointment status. Available statuses include: Unconfirmed, Confirmed, Completed, Rejected, Pending, and Suspended.
- Scheduled Date – it allows filtering the list by scheduled appointment date
- Expected Date – it allows filtering the list by expected appointment date
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The list of actions may also be sorted ascending or descending by selecting a relevant arrow on the button next to one of the list’s columns:
- Name
- Employee
- Customer
- Scheduled on
- Completed
- Status
Action preview
The [Actions] screen makes it possible to preview an appointment, regardless of its status.
Appointments are completed in Comarch Mobile Sales application.
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The appointment preview screen presents the appointment’s name and status, its scheduled date and time, a document number, the customer’s name and address (presented on a Google map), an appointment type and duration, and appointment elements.
In Comarch Mobile Management application, it is also possible to preview separate appointment elements.
Element completion: Travel
The preview of a Travel element displays the following information grouped into separate sections:
- General – it displays information on the selected vehicle and travel type
- Arrival – it displays information on the arrival address, date and time, and the current odometer reading (number of kilometers traveled)
- Departure – it displays information on the departure address, date and time, and the initial odometer reading
- Description – it displays the description entered for a given element
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Element completion: Document registration
The preview of a Document element displays the following information grouped into separate sections:
- Issued Documents – it displays information on documents registered by the employee in the course of a given appointment:
- Document Code
- Subtotal Value
- Total Value
- Total value of all documents
- Description – it displays the description entered for a given element
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Selecting a document number displays the following information:
- Document number
- Document values: Subtotal and total
- Customers:
- Main:
- Name
- Address
- Customer code
- Payer:
- Name
- Address
- Customer code
- Secondary Customer:
- Name
- Address
- Customer Code
- Main:
- Warehouse:
- Name
- Code
- Cart:
- Item: [Code] Name
- Quantity and sales unit
- Subtotal price
- Total price
- Trade information:
- VAT Direction
- Header Discount
- Payment Form
- Date of Issue
- Due Date
- Expected Date
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Element completion: Other
The preview of an element of the Other type displays the description of element completion entered by the mobile operator.
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Confirming and rejecting actions
The user can confirm or reject a given appointment in one of the two ways:
- In the preview of a given appointment; additional options [Confirm] and [Reject] are available next to the appointment status
- On the list of actions; additional options [Confirm Appointments] and [Reject Appointments] are displayed after selecting the checkbox next to a given appointment
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Comarch Mobile Management application makes it possible to edit action statuses:
- An unconfirmed appointment may be confirmed or rejected
- A confirmed appointment may be rejected
Selecting the [Reject Appointments] button displays a screen enabling the user to enter a reason for appointment rejection and add a description.
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Selecting the arrow expands the list of reasons for rejection defined in directories (more information may be found in the Directories article).
Once the button [Confirm] is selected, the application presents the following notification in the bottom right corner of the screen: “Success! Rejected [number of appointments]“.
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Scheduling actions
The [Actions] screen in Comarch Mobile Management application makes it possible to schedule actions. More information on action scheduling in Comarch Mobile Management may be found in the Scheduling appointments article.