Minimum Version Required: 23.01
Steps
Event View is a hub for the tasks, invoices, and tools you need to complete a customer stop.
1. Tap on a Customer event from My Day.
2. At the top, the customer's basic information is listed including their address, primary contact, the primary contact's phone number, and any delivery instructions for the customer.
3. On the right, the navigation menu includes many different tools and resources to help you complete your stop. If you are using a phone instead of a tablet, tap the arrow in the bottom right corner to expand the menu. This menu may look different depending on your app configuration.Navigation Menu
4. Available Invoices shows Invoices that are still able to be edited. Historical Invoices displays a list of past invoices and gives the ability to email a copy of the invoice if needed.
5. Add Unscheduled Invoice allows you to create a new, blank invoice for the customer. You may want to do this if the customer wants products split up on different invoices, or for an off day delivery.
6. The Reports button is a great tool to quickly run reports not only for this specific customer but across all of your assigned customers.
Choose between a Market Analysis, or Sales Report. Each report type has settings that can be adjusted to find the information you need. The Saved Reports tab, gives you access to reports you have saved in the past.
8. Customer Notes is a tool for recording conversations with customers, reminders, and other notes. These notes cannot be seen by the Customer.
9. Customer Information is a quick resource to review or update information about the Customer.
Here you can review the information for the customer as well as update anything that is missing or incorrect by tapping the edit pencil in the corner.
10. Add Task - At the bottom of the Event View screen is a plus sign that allows you to add a task to your Customer Event.
11. Assigned Tasks - In the center of the screen, the assigned tasks for this Customer Event are displayed. For a sales stop, a Sales Invoice is typically listed first. Here we also see a Tap Handle Survey assigned. Tap on each task to complete them.