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.

+ Choose  then sprint

+ Choose  then download file

+ Choose   then setting collumn display

1. Purpose

- This function allows the user to generate statistics on the number of customer meetings for each salesperson over a specified period.

2. Implementation conditions

- The user is authorized to use this function.

3. Implementation instructions

- Go to the menu: Sales Master/ Visits statistics

- The function screen consists of two sections:

• Fleet Information

• Customer Meeting Report

- Fleet Information: 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 Report: The user can view the list filtered according to the selected search criteria.

- The report consists of two levels:

• Summary Level:

  • Salesperson Name: The name of the salesperson.

  • Start Date: The start date of the report summary.

  • End Date: The end date of the report summary.

  • Total Scheduled Meetings: The total number of customer meetings scheduled by the salesperson.

  • Total Completed Meetings: The total number of customer meetings completed by the salesperson.

• Detail Level:

  • Double-click on the desired row to view detailed information.

  • Salesperson Name: The name of the salesperson.

• Date: The date of the customer meeting.

• Customer Name: The name of the customer.

• Arrival Time: The time of arrival at the customer’s location.

• Departure Time: The time of departure from the customer’s location.

• Parking Duration: The duration of the stop at the customer’s location.

- Additionally, the following tools are available:

+ Select icon   to print report

+ Select the icon   to download the report in excel format

+ Select icons   to customize display columns, customize license plates on reports and set up printing signatures

1. Purpose

- Supports the user in managing and storing the customer list.

2. Implementation conditions

- The user is authorized to use this function.

3. Implementation instructions

- Go to the menu Sales Master/Customer Management

- The function screen consists of three sections:

• Customer List: Displays all customers stored in the system.

• Template File, Import File, Add, Edit, Delete: Allows the user to manage customer information.

• Search: Allows the user to search for customers by Customer Code or Customer Name.

+ Select icon   to print report

+ Select the icon   to download the report in excel format

+ Select icons   to customize display columns, customize license plates on reports and set up printing signatures