| Store | # | Freq | Svc | Pri | Pin |
|---|
- Enter the rep's name and home address in Rep Setup
- Configure working days, target hours, and daily caps
- Add stores manually or upload via CSV. Each store needs a name, store number, address, visit frequency, and account type
- Visit Frequency: Every Other Week, 1x Weekly, 2x Weekly, or 3x Weekly (MVM). MVM stores require a Mon/Wed/Fri or Tue/Thu/Sat pattern and are always scheduled as stop 2 or 3
- Account Type sets service time automatically - Primary (Target) = 3.0h, Auxiliary (B&N, Blains, Fred Meyer, H-E-B, Kroger) = 1.0h, Custom = enter manually
- Mark stores High Priority to give them better day placement and earlier sequencing within a day
- Hit Optimize Route - the planner clusters stores geographically, assigns days, balances the week, and calculates real road distances
- Review flags on day cards - High Drive, High Miles, Route Outlier, and Backtrack indicate days that may benefit from manual adjustment
- Drag stops between days to adjust. Stat boxes refresh automatically. Use Reset or Restore All to revert to optimizer recommendations
- Download Rep or Manager PDF when ready. Switch to Baseline tab to compare against the rep's current route