Sales appointment element – Travel

In order to handle an appointment element of the Travel type, it is necessary to enter information on the sales representative’s departure and destination locations, distance covered and duration of the travel, as well as on the vehicle the representative used and its odometer reading according to a template element created in Comarch Mobile Management (more information may be found in the Template elements article).

An element of the Travel type added to an appointment template is presented on the list of tasks to do.

Element of Travel type in sales appointment details

Selecting the [Travel] element on the sales appointment form opens a screen with the following information:

  • Title: Add Travel (or Travel Edition, if existing travel information is opened)
  • Vehicle
  • Travel type
  • Odometer reading
  • Details:
    • Arrival address
    • Arrival date
    • Departure address
    • Departure date
    • Travel duration
Appointment element: Travel

Completing a Travel element

The following options are displayed after selecting the context menu for a travel:

  • [Complete]
  • [Reject]
  • [Completion Description]
Context menu for appointment element Travel

Vehicle

Selecting the  button in the Vehicle section displays a screen with information on a selected vehicle:

  • Vehicle name
  • Year of manufacture
  • Load
  • Volume
  • Documents:
    • Policy number
    • Insurance policy expiration date
    • Inspections expiration date
  • Last travel (with a date)
Details of selected vehicle

Selecting the button displays a screen with the details of last travels.

Selecting the  button in the Vehicle section makes it possible to select a vehicle from the list of vehicles defined in Comarch Mobile Management application.

Selecting vehicle
Hint
To add vehicles in Comarch Mobile Management application, select [Appointment] and then [Vehicles] from the main menu.

Selecting a travel type

Selecting the  button in the Type section enables the user to select a travel type from the list of types defined in Comarch Mobile Management application.

Selecting travel type
Hint
To define available travel types in Comarch Mobile Management application, select [Appointment] -> [Directories] from the main menu and then select [Travel Types].

Odometer reading

Selecting the  button in the Odometer Reading section makes it possible to enter a vehicle’s odometer reading.

Odometer reading

Once changes related to the odometer reading are entered and saved, they are displayed in the screen for travel addition.

Filled in odometer reading

Details

Arrival and departure address

Selecting the  button in the Details: Arrival Address or Details: Departure Address section displays a screen where the user can enter address data. The screen is presented below.

Changing arrival/departure address

The default arrival address is entered as the address of a customer related to a given appointment.

Arrival and departure date

Selecting the  button in the Details: Arrival Date or Details: Departure Date section enables the user to edit a given date. Once the button is selected, the application displays the following screen:

Changing arrival/departure date and time

Selecting the icon next to addresses opens Google Maps application.

Travel duration

Travel duration is calculated automatically on the basis of departure and arrival dates entered.

If travel duration is defined first, an arrival date is automatically calculated by the application.

 

Czy ten artykuł był pomocny?

Wyślij opnie