Creating Price Rules | inSitu Academy

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Admin Site For Reps, Pickers, & Drivers

Navigating This Module

Choosing Which Part Of The Admin Site To Use

Admin Site For Reps

Introduction

Managing Accounts

Creating User Accounts (Admins & Field Reps) (0:34)
Extended Field Rep Settings (Assigning Variables) (0:28)
Browse Customer Accounts (0:39)

Sales Territory & Route Tools

Building Microzones (Sales Territories) (0:41)
Make & Assign Optimized Sales Routes (1:12)
Tracking Reps In Real-Time (0:28)

Products

Product List Options (0:49)
Monitor & Transfer Product Inventory (1:16)
Building Price Lists (0:52)
Setting Units Of Measurement (0:40)

Sales Tasks

Creating Price Rules (1:07)
View Estimates, Orders, & Invoices (0:24)
Set Templates For Invoices (PDF & Printing) (0:14)

Admin Site For Pickers

Introduction

How To Find Your Orders/Lists

Review Current Orders (0:14)
Verify Order Fulfillment Sync (0:10)
Filtering Orders (0:11)

Order Fulfillment Process

Assign & Send Your Picklist (0:19)
Tracking Picklist Progress (0:07)
Generating An Invoice On Completion (0:14)

Admin Site For Drivers

Introduction

Gathering Invoices For Your Route

Create An Invoice (0:18)
Find The Invoice On Your Dispatch Map (0:17)

Setup A Driver

Assign A Driver And Pick Their Starting Point (0:07)
Enter Start Times And Duration Of Visits (0:08)
Set A Color For Your Driver (0:07)

Build The Dispatch Route

Select The Invoices (0:11)
Optimize & Complete The Route (0:20)

Adding Multiple Routes With Different Drivers

Adding Another Route Using The Same Origin Point (0:11)
Adding Another Route With A Different Origin Point (0:12)
Review The Route Schedule For Each Driver (0:06)

Tracking Your Drivers' Progress

Tracking On The Dashboard (0:08)
Tracking On Routes (0:12)

Additional Questions

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Creating Price Rules

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