Navigating This Module

Available in days

days after you enroll

• Choosing Which Part Of The Admin Site To Use Start

  Admin Site For Reps

Available in days

days after you enroll

• Introduction Start

  Managing Accounts

Available in days

days after you enroll

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

  Sales Territory & Route Tools

Available in days

days after you enroll

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

  Products

Available in days

days after you enroll

• Product List Options (0:49) Start
• Monitor & Transfer Product Inventory (1:16) Start
• Building Price Lists (0:52) Start
• Setting Units Of Measurement (0:40) Start
• Creating Promotions Using Price Rules (1:24) Start
• Adding & Assigning Warehouses To Reps (1:19) Start

  Sales Tasks

Available in days

days after you enroll

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

  Admin Site For Pickers

Available in days

days after you enroll

• Introduction Start

  How To Find Your Orders/Lists

Available in days

days after you enroll

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

  Order Fulfillment Process

Available in days

days after you enroll

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

  Admin Site For Drivers

Available in days

days after you enroll

• Introduction Start

  Gathering Invoices For Your Route

Available in days

days after you enroll

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

  Setup A Driver

Available in days

days after you enroll

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

  Build The Dispatch Route

Available in days

days after you enroll

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

  Adding Multiple Routes With Different Drivers

Available in days

days after you enroll

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

  Tracking Your Drivers' Progress

Available in days

days after you enroll

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

  Additional Questions

Available in days

days after you enroll

• Send Your Questions Start