Client visit

1. Purpose

- This function supports scheduling customer meetings for the sales team

2. Implementation conditions

- NSD được phân quyền sử dụng chức năng này.

3. Implementation instructions

- Go to menu  Sales Master/ Client visit

- The function screen is divided into three sections:

• Fleet Information section

• Customer Meeting Schedule section

• Add Meeting section

• Fleet Information section: The user can search using the following criteria:

  • From – To: Enter the time range to search for customer meeting schedules.

  • Fleet: Default is All Fleets; allows filtering and selecting specific fleets available in the system.

  • Vehicle: Default is All Vehicles; allows selecting specific vehicles available in the system.

• Customer Meeting Schedule section: Displays a list of all customer meeting schedules based on the search criteria.

• Customer Name: The name of the customer to be visited.

• Meeting Code: The code assigned to the customer meeting schedule.

• License Plate: The license plate number of the vehicle assigned to the meeting.

• Salesperson: The sales staff responsible for the meeting.

• Status: The current status of the customer meeting.

• Expected Meeting Time: The scheduled time for the customer meeting.

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