The [Actions] button in the main menu displays the detailed list of actions scheduled for employees.

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.

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.

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

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.

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

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

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
• 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

Element completion: Other

The preview of an element of the Other type displays the description of element completion entered by the mobile operator.

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

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.

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]“.

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.